Trustees’ Annual Report for the period
From 29[th] September 2022 Period start date To 28[th] September 2023 Period end date
Charity name: SWAYNE JOHNSON CHARITABLE TRUST
Charity registration number: 1185083
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To make grants and donations to individuals, groups, Community associations and other local and national Charities in Denbigh, Ruthin, Tattenhall, St Asaph, Llandudno, Mold and the surrounding areas. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Funds were raised and various grants were made by the trustees having regard to the guidance on public benefit issued by the charity commission. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance on public benefit when administering the Charity |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Sufficient funds were raised to make grants. Applications were invited via the charity website, reviewed by the grants panel and recommendations made to the trustees. Various grants were made. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity was in a good financial position at the end of the year, having added £5,165.00 to the funds available for distribution by way of grant funding |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | A reserve fund of £1,000 is being maintained by the trustees. |
| Amount of reserves held | Para 1.22 | £11,957 (including the £1,000 reserve) |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The trustees are the directors of Swayne Johnson Limited. |
Additional information (optional) You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Swayne Johnson Charitable Trust |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1185083 |
| Charity’s principal address | 2 Hall Square Denbigh Denbighshire LL16 3PA |
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) |
|---|---|---|---|---|
| Sarah Noton | ||||
| David Scott | ||||
| Lynette Viney- Passig |
||||
| Jonathan Moriarty | 29thSeptember 2022 – 31stMarch 2023 |
|||
| Michael Tree | ||||
| Owain Llyr Williams |
||||
| Caryl Vaughan | ||||
| Gareth Davies | 31stMarch 2023 – 28th September 2023 |
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– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Owain Llyr Williams Full name(s) Owain Llyr Williams Position (eg Secretary, Trustee Chair, etc) Date 03rd December 2024