## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 2 of 8 ## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 3 of 8 ## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 4 of 8 ## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 5 of 8 ## 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|||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| Charity Accounts templates – Trustees’ annual report for the period October 2016 6 of 8 ## 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 8 ## 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 Charity Accounts templates – Trustees’ annual report for the period October 2016 8 of 8 ## 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