
## **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<br>the charity as set out in its<br>governing document|Para 1.17|**To promote and protect the physical and**<br>**mental health of young people aged 15-35**<br>**in Wales who are currently having**<br>**treatment for Cancer, through the**<br>**provision of support, financial assistance**<br>**and practical advice.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**This has been a period of preparation for**<br>**the opening of the Charity on March 1st**<br>**2023.**<br>**1. Raising funds so that grants can**<br>**be paid to young people aged 15-**<br>**35 in Wales (financial assistance).**<br>**2. Interviewing young people who**<br>**have had a Cancer diagnosis**<br>**between the ages of 15-35 in**<br>**Wales and who are now doing**<br>**well. Editing these for the Yellow**<br>**Deckchair Interviews (promote**<br>**physical and mental health)**<br>**3. Collating information re other**<br>**Cancer charities that can support**<br>**young people in Wales**<br>**(signposting, support and**<br>**practical advice)**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The Trustees confirm that they have had**<br>**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 –**<br>**1. Aged 15-35**<br>**2. Must have an address in Wales**<br>**3. Must have a Cancer Diagnosis**<br>**(confirmed by the applicants**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The charity made significant progress in**<br>**2021/2022 in its aim to fundraise and**<br>**prepare for its opening on March 1st 2023.**<br>**Funds were raised through visiting Welsh**<br>**Businesses and raising awareness of the**<br>**issues young people are facing in Wales**<br>**today.**<br>**The website was developed over this time**<br>**and pre-tested with young people who**<br>**are going through Cancer and with CNS’s**<br>**in the Teenage Cancer Unit. Website is**<br>**compatible and easy to use via laptops**<br>**and phone so that it is made as simple as**<br>**possible for young people to apply.**<br>**Information collated from other relevant**<br>**charities who are able to support young**<br>**people with Cancer in different,**<br>**complimentary ways.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||





Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The Trustees feel that the charity’s**<br>**financial position was healthy at the end**<br>**of it’s financial year and that the charity**<br>**is on track to open on March 1st 2023.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**The charity needs to keep a reasonable**<br>**level of cash reserves in order to cover**<br>**any incoming grant applications.**|
|Amount of reserves held|Para 1.22|**£62,522**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||
|**Additional information (optional)**<br>You may choose to include further statements||where relevant about:|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**Principal Sources of Funding –**<br>**1. Welsh Businesses**<br>**2. Golf Day**<br>**3. Foundations**|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Constitution October 13th 2021**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustees appointed by vote of the current**<br>**Trustees**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>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<br>Llantrisant<br>Rhondda Cynon Taf<br>CF72 8BR|
|||





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

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Sir Gareth Edwards||||
||LadyMaureen Edwards|Chair|||
||Juli Beynon||||
||Allys Gronow||||
||JennyLabaton||Appointed 26/04/2023||
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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)** 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**<br>**Charity Name**|**Sir Gareth Edwards Cancer Charity**<br>**Charity Name**|**Sir Gareth Edwards Cancer Charity**<br>**Charity Name**|**1196148**<br>**No (if any)**|**1196148**<br>**No (if any)**|**1196148**<br>**No (if any)**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**<br>**from**|13/10/2021<br>Period start date|**To**||31/12/2022<br>Period end date|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**<br>**41,517**<br>**23,351**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> <br> **64,868**<br>**-**<br>**-**<br> **-**<br>**64,868**<br>**3,334**<br>**214**<br>**298**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> **3,846**<br>**500**<br>**-**<br> **500**<br>**4,346**<br>**60,522**<br>**-**<br>**-**<br>**60,522**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**2,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**2,000**<br>**-**<br>**-**<br>**-**<br>**2,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**2,000**<br>**-**<br>**-**<br>**2,000**|**Endowment**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**||**Total funds**<br>**to the nearest £**<br>**41,517**<br>**23,351**<br>**2,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**66,868**<br>**-**<br>**-**<br>**-**<br>**66,868**<br>**3,334**<br>**214**<br>**298**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**3,846**<br>**500**<br>**-**<br>**500**<br>**4,346**<br>**62,522**||**Last year**<br>**to the nearest £**|
|Donations|**41,517**||||||**-**|
|Fundraisingactivities|**23,351**||||||**-**|
|Grants|||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|<br> **64,868**||||||**-**|
|||||||||
|**A2 Asset and investment sales,**<br>**(see table).**||||||||
||**-**|||||||
||**-**||||||**-**|
|**_Sub total_**|**-**||||||**-**|
|**_Total receipts_**<br>**A3 Payments**||||||||
||||||||**-**|
|||||||||
|<br>Cost of fundraisingactivities|**3,334**||||||**-**|
|Office costs|**214**||||||**-**|
|Insurance|**298**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_ **|**3,846**||||||**-**|
|||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**||||||||
|<br>Money boxes|**500**|||||||
||**-**|||||||
|**_Sub total_ **|**500**||||||**-**|
|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_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**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>**B3 Investment assets**|Signature<br>LadyMaureen Edwards<br>**Details**<br>**Details**<br>Money boxes<br>Bank account<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**60,522**<br>**2,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**60,522**<br>**2,000**<br>OK<br>OK<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**500**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>Lady Maureen Edwards|**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of<br>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 

