To
Trustees' Annual Report for the period
Period start date Period end date 01 09 2023 31 08 2024
From
Section A Reference and administration details
Charity name The Julie Davies Foundation Other names charity is known by Registered charity number (if any) 1199447 Charity's principal address 53 Iron Way Tondu Bridgend Postcode CF32 9BF
The Julie Davies Foundation
Names of the charity trustees who manage the charity
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Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Carl waters | ||||
| Nicola Jane Thomas |
Chair | |||
| Deborah Coughlin | ||||
| Jason Thomas | Treasurer | |||
| Jodie Louise Finn | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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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 Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document (eg. trust deed, constitution) How the charity is constituted
Constitution
trust
- (eg. trust, association, company)
Trustee selection methods
Appointed by trustees
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The charity provides financial support for children and young people and their families who are suffering from terminal illnesses and need additional support which cannot be provided by the state.
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During the period the charity has raised funds through a number of activities and has made a small number of donations in line with the objectives of the charity.
All grants made, were made after full consultation of the trustees and there no payments made to related parties, and were paid in line with guidance issued by the Charity Commission on public benefit.
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)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
The Charity has built upon its first year and has initiated a communication Summary of the main exercise to promote its activities. achievements of the charity during the year A number of donations have been to individuals following discussion and approval of the Trustees.
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Section E Financial review
At the 31[st] August 2024 the charity held cash reserves of £19457
Brief statement of the 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:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Carl Waters Full name(s) Carl Waters Position (eg Secretary, Chair, Trustee etc) Date 24/6/25
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