
## **Trustees' Annual Report for the period** 

||Period start date|Period start date|||Period end date|Period end date||
|---|---|---|---|---|---|---|---|
||Day|Month|Year||Day|Month|Year|
|**From **||||**To**||||



## Section A                        Reference and administration details 

**Charity name** THE SILVER BIRCH FOUNDATION **Other names charity is known by** NONE **Registered charity number (if any)** 1178172 **Charity's principal address** LLANANANT FARTM, ELMS ROAD, RAGLAN, MONMOUTHSHIRE **Postcode NP15 2EZ** 

## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||N/A||||
||||||
||||||
||||||



**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

## **Names and addresses of advisers (Optional information)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**<br>**Name**<br>**Address**|||
|NONE|||
||||
||||
||||



## **Name of chief executive or names of senior staff members (Optional information)** 

March **2012** 

**TAR** 

1 



**Section B              Structure, governance and management** 

**Description of the charity’s trusts** 

Type of governing document 

CONSTITUTION 

- (eg. trust deed, constitution) 

COMPANY How the charity is constituted 

- (eg. trust, association, company) 

MEMBERS 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, FOR REASONS AGREED AND KEPT UNDER REVIEW BY THE TRUSTEES, HAS NOT YET TRADED 

THESE ISSUES WILL BE ADDRESSED AS AND WHEN TRADING STARTS 

- 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** 

TO ADVANCE THE EDUCTION, TRAINING, AND LEARNING OF YOUN PEOPLE, AS SET OUT IN CLAUSE 4 OF THE CONSTITUTION 

**Summary of the objects of the charity set out in its governing document** 

**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)** 

TO BE AGREED ONCE TRADING STARTS. AS SET OUT ABOVE. 

March **2012** 

**TAR** 

2 



## **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. 

Section D                      Achievements and performance **Summary of the main** NONE – IT HAS NOT YET TRADED **achievements of the charity during the year** 

**Section E                    Financial review Brief statement of the** TO BE DECIDED WHEN TRADING STARTS **charity’s policy on reserves Details of any funds materially** NONE **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** 

March **2012** 

**TAR** 

3 



**Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

|**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary, Chair,**<br>**etc)**<br>**Date**|_DJGM_|_DAO_|
|---|---|---|
||DUNCAN JOHN GILLIES<br>MACINTOSH|DEBORAH ANNE OWEN|
||<br>CHAIR||
||20/06/2025||
||20/06/2025||



March **2012** 

**TAR** 

4 



CHARITY COMMISSION -
FOR EN6iAND AND WALES
SILVER BIRCH FOUNDATION
Receipts and payments accounts
CC16a
For the period
from
To
01.04.20r3
31.03.2024
Section A Receipts and payments
Unrestricted
fur
Restricted
funds
Endowmènt
funds
Total funds
Last year
tothtr tothtr rtaMst£ to the n*r0￿£ tothe *è8fOSt£
Al RÈ¢ei
NIL
ML
Sub total(Gross income for
ARJ
NIL
NIL
A2 A5S•t and invg¥tmgnt sale
(see tsblèl.
WA
WA
NIA
WA
NIA
Sub total
WL
NIL
#VALUEI
ALUEI
#VALUEI
*NALUÈI
#VALUEI
A3Pa
ents
NIL
NL
NIL
NIL
Sub total
NIL
NIL
NIL
NIL
A4 A¥￿t and investment
pur¢has•s, (s￿ table
NIL
Sub totsl
NIL
NIL
NIL
NIL
NIL
ML
NIL
Net of rec￿p￿(paY￿￿ntsJ
AS Transfers b8tw•én funds
A6 Cash fund¥ la¥t year end
Cash fun(ts this year end
NIL
NIL
NIL
NIL
NIL
NIL
NIL
NIL
NIL
CCXX R1 actx)wIts {SSI
19111r2024

Section B Statement of assets and liabilities at the end of the period
Unrestricted
nds
Restricted
funds
Endowment
funds
to ntrare8t£
Categortes
Details
B1 Cash fvnd8
Total cash funds
NIL
NIL
s})
Unrestrlct8d
funds
to 0••r￿£
Restrieted
fund5
to n￿re￿£
Endowment
Detatls
to nearest£
NIL
FuThJtOT*hKh
CuvrertvaluB
Details
B3 Investment a88ets
ML
NIL
Fund totwh
Details
Ogt loptkn*
Cur¥ortvaluo
onal
B4 Assets rgtsined for tho
charlty's own u80
NIL
nd b)t***h
Amountd
VhAn d
Detalls
86 Llabilltie8
NIL
NIL
Stgned by one w two trustees on
L*haWofall the tW$*e$
Dale of
StrJnaiu
Prlnt Name
JOHN GILLIES MACIMtOS
3011012024
CCXX R2 ac£ouThts {SSI
19111rd￿L4