2023-04-05-accounts - The Mywalit Foundation

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

Trustees' Annual Report for the period

Period start date Period end date 6 April 2022 5 April 2023

From

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 1173973

THE MYWALIT FOUNDATION

Charity's principal address 66 BIRCH GREEN HERTFORD Postcode SG14 2LU

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 (ifany)
	THOMAS IRVING
	KARL ENEVOLDSON
	CHRISTOPHER HOWELL

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

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

TRUST Type of governing document (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

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

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:

03/10/2022 JUST GIVING £500 11/10/2022 B GREEN STORE CIC £2100 13/02/2023 INTERNATIONAL RESCUE TURKEY £2500 13/02/2023 SAVE THE CHILDREN TURKEY £2500

March 2012

TAR

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 05/11/2023

March 2012

TAR

THE MYWALIT FOUNDATION	THE MYWALIT FOUNDATION		1173973
Receipts and payments accounts				CC16a
For the period from	06/04/2022	To	05/04/2023

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ 1,897 4,500 - - - - - - 6,397 - - - 6,397 7,600 985 - - - - - - - 8,585 - - - 8,585 - 2,188 - 19,982 17,794	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 1,897 4,500 - - - - - - 6,397 - - - 6,397 7,600 985 - - - - - - - 8,585 - - - 8,585 - 2,188	Last year to the nearest £
DIVIDENDS	1,897				1,771
DONATIONS	4,500				7,500
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
~~*Sub total~~~~(Gross income for~~ AR)*	6,397				9,271

A2 Asset and investment sales.
INVESTMENTS	-				- 4,300
	-				-
*Sub total*	-				- 4,300
*Total receipts* A3 Payments
					4,971

DONATIONS	7,600				4,751
CHARGES	985				1,097
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
**Sub total **	8,585				5,848

A4 Asset and investment ~~purchases~~
Investments- unrestricted funds	-				-
	-				-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					5,848

	- 2,188	-	-	- 2,188	- 877
	-	-	-	-	-
	19,982	-	-	19,982	20,859
	17,794	-	-	17,794	19,982

CCXX R1 accounts (SS)

31/10/2023

Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	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 B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities	Details BARCLAYS CAZENOVE CAPITAL *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Investments Details Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 6,293 - 11,501 - - - 17,794 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - Fund to which asset belongs Cost (optional) 120047 - - - - 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)
			132,643
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		Thomas Irving	05/11/2023

CCXX R2 accounts (SS)

31/10/2023