Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year A From 6 APRIL 2023 To 5 APRIL 2024 Section A Reference and administration details Charity name THE MYWALIT FOUNDATION Other names charity is known by Registered charity number (if any) 1173973 ~~———~~ Charity's principal address 107 Fore Street HERTFORD Postcode SG14 1AS ~~————~~ Names of the charity trustees who manage the charity 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 2[KARL ] ENEVOLDSON 3[CHRISTOPHER ] HOWELL 4 ~~———~~ 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Section A Reference and administration details
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
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
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: 09/10/20 £800.0 Overse 23 The Pelorus Fundation 0 as KENYA 09/10/20 £1,000. Overse 23 Pump Aid 00 as MALAWI 22/11/20 £2,500. Overse 23 Medical Aid for Palestinians 00 as PALESTINE 30/11/20 Palestine Children's Relief £2,500. Overse 23 Fund 00 as GAZA
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:
-
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 30/09/2024
March 2012
TAR
5
| THE MYWALIT FOUNDATION 1173973 CC16a Receipts andpayments accounts For the period from 06/04/2023 To 05/04/2024 ~~———~~ |
THE MYWALIT FOUNDATION 1173973 CC16a Receipts andpayments accounts For the period from 06/04/2023 To 05/04/2024 ~~———~~ |
|
|---|---|---|
| Section A Receipts and payments | ||
| Unrestricted funds Restricted funds Endowment funds Total funds Last year |
||
| to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ |
||
| A1 Receipts | ||
| DIVIDENDS DONATIONS Sub total(Gross income for AR) ~~=~~ |
2,082 - - 2,082 1,897 - - - - 4,500 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - (Gross income for AR)2,082 - - 2,082 6,397 ~~=--_—~~ |
|
| A2 Asset and investment sales. | ||
| INVESTMENTS | 579 - - 579 - |
|
| - - - - - |
||
| Sub total | Sub total 579 - - 579 - |
|
| Total receipts 2,661 - - 2,661 6,397 A3 Payments DONATIONS 6,800 - - 6,800 7,600 CHARGES 939 - - 939 985 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Sub total 7,739 - - 7,739 8,585 A4 Asset and investment purchases Investments- unrestricted funds - - - - - - - - - - Sub total - - - - - Total payments 7,739 - - 7,739 8,585 Net of receipts/(payments) - 5,078 - - - 5,078 - 2,188 A5 Transfers between funds - - - - - A6 Cash funds last year end 17,794 - - 17,794 19,982 Cash funds this year end 12,716 - - 12,716 17,794 ~~===.=~~ ~~—=====~~ ~~===~~ |
- 2,188 - 19,982 17,794 |
CCXX R1 accounts (SS)
08/01/2025
1
| 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 | ||
|---|---|---|---|---|
| Unrestricted Restricted |
Endowment | |||
| Categories | Details | funds funds |
funds | |
| to nearest £ to nearest £ |
to nearest £ | |||
| B1 Cash funds | 9,493 - 3,223 - - - - 12,716 - - BARCLAYS CAZENOVE CAPITAL Total cash funds ~~—====>~~ |
|||
| (agree balances with receipts and payments | (agree balances with receipts and payments | |||
| account(s)) | OK OK |
OK | ||
| Unrestricted Restricted |
Endowment | |||
| funds funds |
funds | |||
| Details | to nearest £ to nearest £ |
to nearest £ | ||
| B2 Other monetary assets | - - - - - - - - - - - - - - - - - ~~—_—~~ |
|||
| B3 Investment assets | Fund to which asset belongs Cost (optional) Current value (optional) 119359 149,801 - - - - - - - - Details Investments ~~a~~ |
|||
| Details | Fund to which asset belongs Cost (optional) |
Current value (optional) |
||
| B4 Assets retained for the charity’s own use |
- - - - - - - - - - - - - - - - - - ~~ee~~ |
|||
| Fund to which Amount due |
When due | |||
| Signed by one or two trustees on behalf of all the trustees B5 Liabilities CCXX R2 accounts (SS) |
liability relates (optional) (optional) - - - - - Date of approval 30/09/2024 Details Signature Print Name Thomas Irving 2 08/01/2025 ~~——=~~ |
CCXX R2 accounts (SS)