## Trustees’ annual report for the period |Period start date
Charity name
Period end date
Charity No
(if any)
Morgannwg Endeavour Charitable Trust
01 01 2
0
2
2
31 12 2
0
2
2|||||||| |---|---|---|---|---|---|---|---| ||1|1|8|5|7|2|2| ## Objectives and Activities ||SORP
reference|| |---|---|---| |Summary of the purposes of the
charity as set out in its governing
document|Para1.17





|To preserve and to protect the health and
wellbeing of renal patients and their families in
Wales by providing and assisting in the
provision of facilities, support services and
equipment not normally provided by the
statutory authorities.| |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




|Fundraising activities to increase awareness of
the aims of the charity to include: choir
concerts, charity banquets, wine and cheese
evenings, coffee mornings, guest speakers and
regional celebrations.| |Statement confirming whether the
trustees have had regard to the
guidance issued by the Charity
Commission onpublic benefit|Para1.18



|All Trustees have due regard and strict
observance to the Charity Commissions
guidance on public benefit and comply with the
duty in Sec 4 of the 2006 Act.| ## Additional information (optional) You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |Policy on grant making|Para1.38|N/A| |Policy on social investment including
program related investment|Para1.38|N/A| |Contribution made by volunteers|Para1.38|All trustees and members contribute with their
time and efforts on a voluntary basis.| |Other||We are working in collaboration with the
Clinical Lead Renal Medicine Network South
West Wales and the Renal Service Manager
Swansea Bay University Health Board for
Hemodialysis services.| Charity Accounts templates – Trustees’ annual report for the period October 2016 2 of ## 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.|Para1.20|We have gained more fundraising activities
since the limiting Covid pandemic time period.
Activities are slowly returning to pre-pandemic
time.
We continue to raise awareness for the much
needed local hemodialysis unit.| ## Additional information (optional) You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |Achievements against objectives set|Para1.41|| |Performance of fundraising activities
against objectives set|Para1.41|| |Investment performance against
objectives|Para1.41|| |Other||| Charity Accounts templates – Trustees’ annual report for the period October 2016 3 of ## Financial Review ||SORP
reference|| |---|---|---| |Review of the charity’s financial
position at the end of the period|Para1.21|All funds are currently held in a business
current account pending the establishment of a
local renal dialysis facility in the Bridgend and
Neath Post Talbot counties.| |Statement explaining the policy for
holding reserves stating why
theyare held|Para1.22|The trustees have decided holding reserves is
not necessary or required at this time.| |Amount of reserves held|Para1.22|N/A| |Reasons for holding zero reserves|Para1.22|We currently run a balanced budget with
unrestricted funds. As a small charity, we
have no salaried employees, no defined
benefit pension schemes, no property or
liabilities. Pending the completion and
commencement of the new dialysis service,
future expenditures will be addressed.| |Details of fund materially in deficit|Para1.24|N/A| |Explanation of any uncertainties
about the charity continuing as a
going concern|Para1.23|Our fundraising efforts will continue going
forward to ensure the charity is an ongoing
concern. The future of our charitable
fundraising is promising.| ## Additional information (optional) You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |The charity’s principal sources of
funds (including any fundraising)|Para1.47|Primary sources of funding are donations and
fundraising.| |Investment policy and objectives
including any social investment
policy adopted|Para1.46|N/A| |A description of the principal risks
facing the charity|Para1.46|N/A| |Other||| Charity Accounts templates – Trustees’ annual report for the period October 2016 4 of ## Structure, Governance and Management |Description of charity’s trusts:|SORP
reference|| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para1.25|Constitution| |How is the charity constituted?
(e.g unincorporated association, CIO)|Para1.25|CIO Trust| |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|Para1.25|All persons involved with the charity are
voluntary.| ## Additional information (optional) You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |Policies and procedures adopted for
the induction and training of trustees|Para1.51|| |The charity’s organisational structure
and any wider network with which
the charityworks|Para1.51|| |Relationship with any related parties|Para1.51|Trustee relationship between Hon.
Secretary/Co-Ordinator Mari Major MBE and
Trustee Lewis Major (grandson).| |Other||| Charity Accounts templates – Trustees’ annual report for the period October 2016 5 of ## Reference and Administrative details Charity name Morgannwg Endeavour Charitable Trust Other name the charity uses Registered charity number 1185722 Charity’s principal address 49 Priory Ave Bridgend CF31 3LP ## 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|Trusteename|Office (if any)|Dates acted if not for
whole year|Name of person (or
body) entitled to appoint
trustee(if any)| |---|---|---|---|---| ||Marlene Thomas|Hon.
Chairperson/Trustee||| ||Donna Gordon|Hon. Treasurer/Trustee||| ||Mari Major MBE|Hon. Secretary/Co-
Ordinator/Trustee||| ||Megan Leyshon|Trustee||| ||Iestyn Tudor Davies|Trustee||| ||Mark Burgess|Trustee||| ||Gwyn Watkin Leyshon|Trustee||| ||Lewis Bowen Major|Trustee||| ||Howard Hughes|Trustee||| ||Susan Leslie Bowen|Trustee||| ||Brian R Williams|Trustee||| ||Pamela A Davies|Trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| Charity Accounts templates – Trustees’ annual report for the period October 2016 6 of ## Reference and Administrative details ## (cont) 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|| |---|---|---| |||| |||| |||| |||| |||| |||| Charity Accounts templates – Trustees’ annual report for the period October 2016 7 of ## Funds held as custodian trustees on behalf of others Description of the assets held in this N/A capacity Name and objects of the charity N/A on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe N/A custody and segregation of such assets from the charity’s own assets ## Additional information (optional) Names and addresses of advisers (Optional information) Type of adviser Name Address 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 Charity Accounts templates – Trustees’ annual report for the period October 2016 8 of ## Declarations The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees |Signature(s)
Full name(s)
Position (eg Secretary,
Chair,etc)
Date|Mari Major MBE||Donna Gordon| |---|---|---|---| ||||| ||Mari Major MBE||Donna Gordon| ||||| ||Hon. Secretary/Co-Ordinator||Hon. Treasurer| ||22 October 2023||| ||22 October 2023||| Charity Accounts templates – Trustees’ annual report for the period October 2016 **Morgannw Endeavour Charitable Trust** **1185722** **Receipts and payments accounts For the period** Period start date Period end date **To from** 01-Jan-22 31-Dec-22 **CC16a** |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**7,220**
**1,441**
**417**
**-**
**-**
**-**
**-**

**9,078**
**-**
**-**
**-**
**9,078**
**1,649**
**2,000**
**87**
**-**
**-**
**-**
**-**
**-**
**-**
**3,736**
**-**
**-**
**-**
**3,736**
**5,342**
**-**
**5,342**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**7,220**
**1,441**
**417**
**-**
**-**
**-**
**-**
**-**
**9,078**
**-**
**-**
**-**
**9,078**
**1,649**
**2,000**
**87**
**-**
**-**
**-**
**-**
**-**
**-**
**3,736**
**-**
**-**
**-**
**3,736**
**5,342**||**Last year**
**to the nearest £**| |Donations|**7,220**|||||**1,432**| |FundraisingEvents|**1,441**|||||**460**| |Funds from Raffles|**417**|||||**73**| |||||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
**9,078**|||||**1,965**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||**1,965**| |||||||| |
Cost of FundraisingEvents|**1,649**|||||**80**| |Expenses|**2,000**|||||**-**| |Bank Fees|**87**|||||**11**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**3,736**|||||**91**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| |||||||**91**| |||||||| ||**5,342**|**-**|**-**|**5,342**||**1,874**| |||**-**|**-**|||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**5,342**|**-**|**-**|**5,342**||**1,874**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
CCXX R1 accounts (SS)|Bank Current Balance
**Details**
**_Total cash funds_**
1|**Unrestricted**
**funds**
**to nearest £**
**14,672**
**-**
**-**
**14,672**|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
|**Endowment**
**funds**
**to nearest £**| |---|---|---|---|---| |||**14,672**|**-**|**-**| |||**-**|**-**|**-**| |||**-**|**-**|**-**| |||**14,672**|**-**|**-**
26/10/2023| |Signed by one or two trustees on
behalf of all the trustees
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Donna Gordon
Signature
Mari Major MBE
**Details**
**Details**
**Details**
(agree balances with receipts and payments
account(s))
**Details**|Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Mari Major MBE
Donna Gordon|OK| |---|---|---|---| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||Mari Major MBE|Mari Major MBE|26/10/2023| ||Donna Gordon|Donna Gordon|**26/10/2023**| CCXX R2 accounts (SS) 26/10/2023 2