Trustees’ Annual Report for the period
From 01/04/23 Period start date To 31/03/24 Period end date Charity name: KIRA GWILLYM FOUNDATION
Charity registration number:
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To raise awareness of Asthma and provide support to those bereaved through Asthma |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Kira Gwillym Foundation has concentrated on raising funds to enable us to fund future initiatives such as; ‘Every breathe counts’, this is a targeted initiative for schools. The foundations aim to provide Asthma Emergency Kits for as many schools possible. Initially this is for the local area but the Foundations aim is to role this out across the country. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The Kira Gwillym Foundation is continues to seek assistance to the writing of a Policy for grant making. Once completed the Foundation will be able to make grants to families grieving from the loss of a family member due to Asthma |
| Policy on social investment including program related investment |
Para 1.38 | Currently not applicable |
| Contribution made by volunteers |
Para 1.38 | The foundation acknowledges the valuable contribution made by their volunteers. Over the last 12 months the |
Other
volunteers have played a vital role in the foundations aim to raise fund Not applicable.
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the period stated the charity has continued to secure funds by donations to achieve our vision. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The foundation has supplied local schools with Asthma Emergency Kits. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | During this period the foundations intention to include local community in its fundraising endeavour has been at the heart of everything we have achieved. The foundations intentions has been to raise the profile of the charity and its ultimate aims. Trustees acknowledge the unprecedented times during this period which has inhibited fundraising but not enthusiasm or the charities long term ultimate goals. |
| Para 1.41 |
Investment performance against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the financial period it was agreed by the trustees that they were now in a financial position to consider its other aim of providing support to bereaved families in the form of a grant policy. This is a long-term goal once the charity is able to recommence after the unprecedented restrictions of COVID-19 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | At this time the trustees agree that the amount held by the charity should be used in the future to carry out the aims set out in the charity’s constitution. Trustees agree that the reserves are held due to COVID-19 restrictions. |
| Amount of reserves held | Para 1.22 | £42,660.04 (held in the charity’s account) |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no current concerns. Trustees acknowledge restrictions of fundraising during this period due to COVID-19 but also acknowledge as restrictions lift the resuming of fundraising planning and initiatives. The foundation believes the future fundraisings plans will continue to fund its current ‘Every breath counts’ initiative and future initiative ‘There because we care’ initiative. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Over the period of reporting the foundation confirms the source of funding as follows: Donations |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The foundation currently does not have an investment policy or social investment policy. |
| If the needs arise the trustees will consider / adopt the above policies. |
||
|---|---|---|
| A description of the principal risks facing the charity |
Para 1.46 | The trustees do not believe, to the best of their knowledge, that the charity faces any risks either financially or reputationally but acknowledges the unprecedented time of COVID-19 restrictions. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Kira Gwillym Foundation |
|---|---|
| Other name the charity uses | Not applicable |
| Registered charity number | 1169569 |
| Charity’s principal address | c/o 6 Carlton Avenue Runcorn Cheshire WA7 |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Jordan Lawrenson | Chair | |||
| Lynn Gwillym | Vice Chair | |||
| Ian Gwillym | ||||
| GaryHorrocks | ||||
| LesleyDuff | ||||
| Gail Histon | Treasurer | |||
| Kim Histon | ||||
| Rebecca Worswick | ||||
| Deborah Worswick | ||||
| Carol Hampson | Secretary | |||
| JulieTerretta | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name Not Applicable
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Not Applicable | ||
Funds held as custodian trustees on behalf of others
Description of the assets Not Applicable held in this capacity Name and objects of the Not Applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not Applicable safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|
| Not Applicable | ||
Name of chief executive or names of senior staff members (Optional information)
Not Applicable
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not Applicable
Other optional information
Not applicable
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
J Lawrenson (electronic signature) |
C Hampson (electronic signature) |
|---|---|---|
| Jordan Lawrenson | Carol Hampson | |
Chair |
Secretary | |
| 24/10/24 | ||
| 24/10/24 |
| KIRA GWILLYM FOUNDATION | 1169569 | |
|---|---|---|
| Receipts andpayments accounts | CC16a | |
| 01/04/2023 To For the period from |
31/03/2024 |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - 37,306.04 37,306.04 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - |
Last year to the nearest £ |
|
| - | ||||||
| - | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
- |
- | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - |
- | |||||
| ~~Sub total~~ | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | - | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| - | - | - | - |
- | ||
| - | - | - | - | - | ||
| 37,306.04 | - | - | 37,306.04 | - | ||
| 37,306.04 | - | - | 37,306.04 | - |
CCXX R1 accounts (SS)
24/10/2024
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Not Applicable Details Total cash funds (agree balances with receipts and payments account(s)) Not Applicable Bank Balance as at 31/03/24 Details Details Not Applicable Details Charity Ball 2020 - to be refunded C Hampson Signature T Gwillym |
Unrestricted funds Restricted funds to nearest £ to nearest £ 37,306.04 - - - - - 37,306.04 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates #VALUE! # ~~#~~ - - - - - Print Name T Gwillym C Hampson |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| T Gwillym | T Gwillym | 24/10/2024 | |
| C Hampson | C Hampson | 24/10/2024 |
CCXX R2 accounts (SS)
24/10/2024
2