Section C: Notes to the accounts Trustees’ annual report for the period
Period start date 0 1 0 4 2 3 Period end date 0 1 0 3 2 4
Charity No Charity name The Sir Graeme J. Davies Scholarship (if any)
1 2 0 1 6 6 1
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To further the education of young people by increasing access to higher education through financialgrants and awards. |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
The first scholarship was awarded in 2023 to attend the British University Vietnam (BUV) in Hanoi. This was funded by BUV and awarded as the Sir Graeme J. Davies Scholarship. |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | Trustees have a copy of the CIO's constitution and are aware of the guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers | Para 1.38 | |
| Other |
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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 benefciaries and any wider benefts to society as a whole. |
Para 1.20 | The charity is still in its development stages. The Trustees have met five times in the last year and are focused on developing a website and devising a fund raising strategy. These will be in place in early 2025. The first scholar began study at BUV in October 2024 and has successfully completed her first year and is currently enrolled in her second year. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| 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 |
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October 2016
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Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | The charity has not been financially active in the last year. The bank balance is £1565.00 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Not Applicable |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves | Para 1.22 | |
| Details of fund materially in defcit | Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a goingconcern |
Para 1.23 |
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) |
Para 1.47 | Funds are raised via donations online and through personal solicitation. |
| 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 |
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October 2016
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Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | The charity is controlled by its governing Constitution registered with the Charity Commission |
| How is the charity constituted? (e.gunincorporated 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 | Nomination and election by existing trustees |
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 |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | |
| Relationship with any related parties | Para 1.51 | |
| Other |
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October 2016
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Reference and Administrative details
| Charity name | The Sir Graeme J. Davies Scholalrship |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1201661 |
| Charity’s principal address | Station House Finkle Street Lane Wortley, Sheffield S35 7DH |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| Svava Davies | Chairperson | ||
| Helena Davies | |||
| Max Nerurkar | |||
| Charlotte Davies | |||
| Alexis Calder | |||
| Michael Davies | |||
| Khalid Muhmood | |||
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October 2016
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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 |
|
|---|---|---|
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October 2016
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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 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
Other optional information
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October 2016
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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) Svava Lee Davies
Position (eg Secretary, Chair of Board of Trustees Chair, etc)
Date 3 February, 2025
Charity Accounts templates – Trustees’ annual report for the period
October 2016