OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

← Kira Gwillym Foundation

2025-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/24 Period start date To 31/03/25 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(if any)
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
29/01/2026
29/01/2026
CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~		 CC16a
1169569
KIRA GWILLYM FOUNDATION
Receipts andpayments accounts
01/04/2024
31/03/2025
To
For the period
from
~~a~~
~~ee ee-~~
Section A Receipts and payments
Unrestricted
funds		 Unrestricted Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
- - - - -
- - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
Sub total(Gross income for (Gross income for
AR) 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
-
-
-
-
-
~~SS55—~~
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		 -
-
37,306.04
- 37,306.04
~~—~~		 - -
-
-
-

CCXX R1 accounts (SS)

29/01/2026

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
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 C Hampson
Signature
T Gwillym
Charity Ball 2020 - to be refunded
Details
Details
Not Applicable
Bank Balance as at 31/03/25
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Not Applicable
Details
Not Applicable		 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 29/01/2026
C Hampson C Hampson 29/01/2026

CCXX R2 accounts (SS)

29/01/2026

2