2022-10-16-accounts - The Rosemary And David Coveney Charitable Trust

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Objectiv	es	and Activitie	s
		SORP reference
Summary	of	Para 1.17	The Objects are:
the purposes	of		(a)	the advancement of reason of gl health				health and the saving by promoting study						of fives and the and research			relief ofthose in need by into the nature, causes,
the charity as set out	in			diagnosis, prevention, useful results ofsuch				treatment and care of all forms of study and research are disseminated									cancer, provided that to the public at large.;					the
its			(b)	the relief of those			in	need			by reason of ill			health		by providing		financial support				and
governing				assistance hospices)	to charities providing care,					and other organisations (in particular, facilities, support services and equipment									but not limited to to those affected
document				by cancer,	logether		with		their			families	and carers;			and
			(c)	to promote	such purposes						which are		exclusively		charitable		under	the		laws	of England
				and Wales	as	the Trustees					shall at their absolute					discretion	determine.
Summary	of	Para 1.17and 1.19	Grant-making			to	pursue					the	Objects
the main
activities in
relation to
those
purposes
for the
public
benefit, in
particular,
the
activities,
projects or
services
identified	in
the
accounts.
Statement		Para 1.18	Yes
confirming
whether the
trustees
have had
regard to
the
guidance
issued by
the Charity
Commission
on public
benefit

Achieve	ments and Per	formance
		SORP reference
			Made a	donation	from	income	to the East
			Cheshire	Hospice, specialising			in palliative
			cancer care, in line with the objects ofthe
Summary ofthe main achievements ofthe charity,		Para 1.20	charity and benefiting paitients.			local cancer
identifying	the difference the
charity's	work has made to
the circumstances ofits
beneficiaries and any wider
benefits to society as a
whole.

Achievements	against	Para 1.41
objectives set

Performance	offundraising
activities against objectives
set
Investment	performance
against objectives
Other

Financial Review	Financial Review
Review ofthe charity's financial position at the end		Para 1.21	Financial position f275k (cost basis)			is stable, with assets and cash of826k					of
ofthe eriod			corn	arable to the			rior		ear.
Statement explaining the		Para 1.22	Cash	is held for investment opportunity							and
policy for holding reserves			to enable grant-making.					Investments		are
statin wh the are held			held	to	enerated	income			for rant-makin			.
Amount ofreserves held		Para 1.22	Cash	at	ear end	of826k
Reasons for holding zero		Para 1.22	N/a
reserves
Details offund materially	in	Para 1.24	N/a
deficit
Explanation ofany		Para 1.23	N/a
uncertainties about the
charity continuing as a going
concern
Additional information (optional)
You ma choose to include	further statements		where	relevant about:
The charity's principal sources offunds (including		Para 1.47
any fundraising)
Investment policy and objectives including any		Para 1.46
social investment policy
adopted
A description ofthe principal		Para 1,46
risks facing the charity
Other

Description of charit 's trusts		Charitable	Charitable	Trust
Type ofgoverning	Para 1.25	Trust	Deed
document
How is the charity	Para 1.25	Charitable		Trust
constituted?
Trustee selection	Para 1.25	4.4	Future Trustees must		be appointed	by resolution		ofthe Trustees.
methods including details ofany		4.5	Every future Trustee before he orshe may		must sign s declareiion act asa Trustee.		of	willingness	to act as a Trustee of the Charity
constitutional
provisions e.g.
election to post or
name ofany person
or body entitled to
appoint one or more
trustees

Policies and procedures adopted for the induction	Para 1.51
and training oftrustees
The charity's organisational structure and any wider	Para 1.51
network with which the
charity works
Relationship with any related	Para 1.51
parties
Other

mes	ofthe charity tru	stees who manage	the charity
	Trustee name	Office (ifany)	Dates acted ifnot for whole ear	Name to a	ofperson (or body) entitled oint trustee if an
1	David Coveney
2	Paul Coveney
3	Nicola Coveney
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Funds held as custodian trustees on behalf ofothers	Funds held as custodian trustees on behalf ofothers
Description ofthe assets
held in this capacity
Name and objects ofthe
charity on whose behalf	the
assets are held and how	this
falls within the custodian
charity's objects
Details ofarrangements	for
safe custody and
segregation ofsuch assets
from the charity's own
assets

Names and	addresses of	advisers (Option
Type of	Name	Address
adviser