Trustees’ Annual Report for the period
From 13.10.21 Period start date To 31.12.22 Period end date Charity name: Sir Gareth Edwards Cancer Charity
Charity registration number: 1196148
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote and protect the physical and mental health of young people aged 15-35 in Wales who are currently having treatment for Cancer, through the provision of support, financial assistance and practical advice. |
| 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 |
This has been a period of preparation for the opening of the Charity on March 1st 2023. 1. Raising funds so that grants can be paid to young people aged 15- 35 in Wales (financial assistance). 2. Interviewing young people who have had a Cancer diagnosis between the ages of 15-35 in Wales and who are now doing well. Editing these for the Yellow Deckchair Interviews (promote physical and mental health) 3. Collating information re other Cancer charities that can support young people in Wales (signposting, support and practical advice) |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that they have had regard to this guidance. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Criteria for grant applications – 1. Aged 15-35 2. Must have an address in Wales 3. Must have a Cancer Diagnosis (confirmed by the applicants Oncologist, CNS or Social Worker) |
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 | The charity made significant progress in 2021/2022 in its aim to fundraise and prepare for its opening on March 1st 2023. Funds were raised through visiting Welsh Businesses and raising awareness of the issues young people are facing in Wales today. The website was developed over this time and pre-tested with young people who are going through Cancer and with CNS’s in the Teenage Cancer Unit. Website is compatible and easy to use via laptops and phone so that it is made as simple as possible for young people to apply. Information collated from other relevant charities who are able to support young people with Cancer in different, complimentary ways. |
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 Trustees feel that the charity’s financial position was healthy at the end of it’s financial year and that the charity is on track to open on March 1st 2023. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity needs to keep a reasonable level of cash reserves in order to cover any incoming grant applications. |
| Amount of reserves held | Para 1.22 | £62,522 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Principal Sources of Funding – 1. Welsh Businesses 2. Golf Day 3. Foundations |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution October 13th 2021 |
| 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 | Trustees appointed by vote of the current Trustees |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Sir Gareth Edwards Cancer Charity |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1196148 |
| Charity’s principal address | 54 High Street Llantrisant Rhondda Cynon Taf CF72 8BR |
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) |
|---|---|---|---|---|
| Sir Gareth Edwards | ||||
| LadyMaureen Edwards | Chair | |||
| Juli Beynon | ||||
| Allys Gronow | ||||
| JennyLabaton | Appointed 26/04/2023 | |||
– 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) Eirlys Edwards (CEO)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
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) Lady M Edwards Full name(s) Lady Maureen Edwards Position (eg Secretary, Chair Chair, etc) Date 20.09.2023
| Sir Gareth Edwards Cancer Charity Charity Name |
Sir Gareth Edwards Cancer Charity Charity Name |
Sir Gareth Edwards Cancer Charity Charity Name |
1196148 No (if any) |
1196148 No (if any) |
1196148 No (if any) |
CC16a | |
|---|---|---|---|---|---|---|---|
| For the period from |
13/10/2021 Period start date |
To | 31/12/2022 Period end date |
||||
| Section A Receipts and payments | |||||||
| A1 Receipts | Unrestricted funds to the nearest £ 41,517 23,351 - - - - - 64,868 - - - 64,868 3,334 214 298 - - - - - - 3,846 500 - 500 4,346 60,522 - - 60,522 |
Restricted funds to the nearest £ - - 2,000 - - - - - 2,000 - - - 2,000 - - - - - - - - - - - - - - 2,000 - - 2,000 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 41,517 23,351 2,000 - - - - - 66,868 - - - 66,868 3,334 214 298 - - - - - - 3,846 500 - 500 4,346 62,522 |
Last year to the nearest £ |
||
| Donations | 41,517 | - | |||||
| Fundraisingactivities | 23,351 | - | |||||
| Grants | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Sub total(Gross income for AR) |
64,868 |
- | |||||
| A2 Asset and investment sales, (see table). |
|||||||
| - | |||||||
| - | - | ||||||
| Sub total | - | - | |||||
| Total receipts A3 Payments |
|||||||
| - | |||||||
Cost of fundraisingactivities |
3,334 | - | |||||
| Office costs | 214 | - | |||||
| Insurance | 298 | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| **Sub total ** | 3,846 | - | |||||
| A4 Asset and investment purchases, (see table) |
|||||||
Money boxes |
500 | ||||||
| - | |||||||
| **Sub total ** | 500 | - | |||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||
| - | |||||||
| 60,522 | 2,000 | - | 62,522 | - | |||
| - | - | - | - | - | |||
| - | - | - | - | - | |||
| 60,522 | 2,000 | - | 62,522 | - |
CCXX R1 accounts (SS)
03/10/2023
1
| Section B Statement of assets and liabilities at | 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 B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature LadyMaureen Edwards Details Details Money boxes Bank account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 60,522 2,000 - - - - 60,522 2,000 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) 500 - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Lady Maureen Edwards |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| LadyMaureen Edwards | Lady Maureen Edwards | 01/08/2023 | |
CCXX R2 accounts (SS)
03/10/2023
2
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Sir Gareth Edwards Cancer Charity members of On accounts for the year 31/12/2022 Charity no 1196148 ended (if any) Set out on pages 1-2
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2022 .
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: Huw Thomas Date: 01/08/2023 Name: Huw Thomas Relevant professional FCA qualification(s) or body (if any): Address: 14 Severn Road Porthcawl CF36 3LW
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
1
Give here brief details of any items that the examiner wishes to disclose .
2