Trustees' Annual Report for the period
Period start date Period end date 6 April 2021 5 April 2022
From
To
Section A Reference and administration details
THE MYWALIT FOUNDATION
Charity name Other names charity is known by Registered charity number (if any) 1173973 Charity's principal address 66 BIRCH GREEN
HERTFORD Postcode SG14 2LU
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 THOMAS IRVING
KARL
2
ENEVOLDSON
CHRISTOPHER
3
HOWELL
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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TAR
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
TRUST
- (eg. trust deed, constitution)
CIO-FOUNDATION How the charity is constituted
- (eg. trust, association, company)
APPOINTED ANNUALLY AT AGM Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
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Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The foundation made the following donations during the year:
| 06/04/ | |||
|---|---|---|---|
| 21 | Evergreen Africa | £800 | Uganda |
| 07/03/ | Conor Hughes Cross | £2,00 | Ireland |
| 22 | Cause | 0 | (Ukraine) |
| 11/03/ | People In Need | £1,00 | Slovakia |
| 22 | Slovakia | 0 | (Ukraine) |
| 11/03/ | https://www.magna.org | Slovakia | |
| 22 | / | £951 | (Ukraine) |
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Section E Financial review
Brief statement of the charity’s policy on reserves
Details of any funds materially N/A in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) THOMAS IRVING
Position (eg Secretary, Chair, CHAIR etc) Date 05/07/2022
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THE MYWALIT FOUNDATION 1173973
Receipts and payments accounts CC16a
For the period 06/04/2021 05/04/2022
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
DIVIDENDS 1,771 - - 1,771 1,432
DONATIONS 7,500 - - 7,500 3,000
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 9,271 ] - - 9,271 4,432
A2 Asset and investment sales.
INVESTMENTS - 4,300 - - - 4,300 7,911
- - - - -
Sub total - 4,300 - - - 4,300 7,911
Total receipts 4,971 - - 4,971 12,343
A3 Payments
DONATIONS 4,751 - - 4,751 1,500
CHARGES 1,097 - - 1,097 1,178
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 5,848 ] - - 5,848 2,678
A4 Asset and investment
purchases
Investments- unrestricted funds
-
- - - -
- - - - -
Sub total [ - ] - - - -
Total payments [ 5,848 ] - - 5,848 2,678
Net of receipts/(payments) - 877 - - - 877 9,665
A5 Transfers between funds - - - - -
A6 Cash funds last year end 20,859 - - 20,859 11,194
Cash funds this year end 19,982 - - 19,982 20,859
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CCXX R1 accounts (SS)
20/09/2022
1
| Section B Statement of assets and liabilities at | 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 B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets B1 Cash funds |
Signature Details Details Details Investments Details BARCLAYS CAZENOVE CAPITAL Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 9,393 - 10,589 - - - 19,982 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - Fund to which asset belongs Cost (optional) 115721 - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Thomas Irving |
Endowment funds to nearest £ - |
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) 137,741 - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 05/07/2022 |
CCXX R2 accounts (SS)
20/09/2022
2