## **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
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8
9
10
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12
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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 £**
**-**
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**37,306.04**
**37,306.04**|**Restricted**
**funds**
**to the nearest £**
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**funds**
**to the nearest £**
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**to the nearest £**
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**-**||**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**
**-**
**-**
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**37,306.04**
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OK
OK
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**funds**
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**funds**
**to nearest £**
**to nearest £**
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**asset belongs**
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**asset belongs**
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**Fund to which**
**liability relates**
#VALUE!
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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