## **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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**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**
March **2012**
**TAR**
2
**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.
March **2012**
**TAR**
3
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)|
March **2012**
**TAR**
4
## **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:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- 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
March **2012**
**TAR**
5
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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
**----- End of picture text -----**
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