The Whitton Rosser Trust
Annual Report and Accounts
As At 31st December 2023
Charity Number: 1086044

The Whitton Rosser Trust
Charity Name
The Whitton Rosser Trust
Charity Number
1086044
Registered Address
Whitton Roser
Five Mile Lane
Barry
Vale of Glamorgan
CF62 3AS
Bankers
HSBC, 61 High St., Cowbridge, Vale of Glamorgan, CF717YJ
Central Finance Board of the Methodist Church, 9 Bonhill
Street, London
Independent Examiner
Mr Terry Wing, 19 Dunsmuir Road, Tremorfa, Cardiff, CF24 2SQ
Trustees
Rev. J. Stacy-marks M.B.E. (Chair)
Mr. S Bellamy
Mrs. S Browne
Ms. C Brunt
Mr. A Chiplen (Treasurer)
Mr. G Davies {appointed November 2023)
There shall be at least 2 and not more than 6 Trustees at any
one time. The existing Trustees are empowered to appoint
new Trustees to the maximum allowed.

The Whitton Rosser Trust
The Trustees are pleased to present their annual report and accounts for the Year Ended 31
December 2023.
st
th
The Whitton Rosser Trust is governed by a Trust Deed amended 6 October 2021. The Whitton
Rosser Trust was established in the year 2000 with the aim of providing fi'nancial assistance to
individuals in need of support and encouragement during times of hardship, The Trust is
particularly, but not exclusively, sympathetic to the needs of young people in the provision of
grants, goods or services where individuals could not otherwise afford these through lack of
means.
Applications must be made by a third-party professional (healthcare, social work, youth worl(,
education, etc...) who is qualified and able to verify a need is genuine and appropriate. Grants
are made at the discretion of the Trustees, assessed on a case-by-case basis and largely
confined to those living in Wales. Although the majority of grants are of £200 or less, on
occasion they may consist of larger sums depending on individual need and circumstances.
During the year, the Trustees reviewed their areas of support and decided their three main
areas of support are;
Education and Training - we provide assistance to people who wish to engage with
education of training (including driving lessons) by supporting with the financial costs
of equlpment and fees.
Independent Living
we support people who need resettlement or to live
independently including the provision of small grants for white goods, appliances and
furnishings.
Discretionary Support
we are able to provide discretionary support to people
experiencing financial hardship including food shopping, clothing or utility bills.
The decisions of the Trust are made by agreement of a majority of the Trustees.
The Trustees are empowered by the Trust Deed to invest charitable funds at their absolute
discretion. The financial policy of the Trust is to invest its funds in an interest-bearing account
with the Central Finance Board of the Methodist Church.

The Whitton Rosser Trust
Statement of the Inde
endent Examiner
I have examined the accounts of the Whitton Rosser Trust and, from the documents
produced and the explanations given by Mr Andrew Chiplen (Treasurer), l am satisfied that
the above represents a trust record of the income and expenditure for the period stated,
and of the investments at 31st December 2023.
Mr Terry Wing
,,I,i.
Independent Examiner

The Whitton Rosser Trust
st
Statement of Financial Activities for the Year Ending 31 December 2023
Unrestricted Restricted
Funds
Funds
Total
Funds
2023
Total
Funds
2022
INCOMING RESOURCES
Donations, Legacies Etc.
Tax Refund
Investment Income
Other Income
25,780
1.884
2.681
100
25,780
1,884
2,681
100
24,726
711
TOTAL Incoming Resources
30,445
30,445
25,437
RESOURCES USED
Cost of Fundraising
Charitable Grants Made
Administration Costs
27,416
2,491
27,416
2,491
26,671
1,717
TOTAL Resources Used
29,907
29,907
28,388
Net Incoming/(Outgoing)
538
538
(2,951)
Movement in Funds
538
538
{2,951}
Balance Brought Forward
76,789
76,789
79,740
Balance Carried Forward
77,327
77,327
76,789

The Whitton Rosser Trust
sl
Balance Sheet as at 31 December 2023
2023
2022
CURRENT ASSETS
Cash at Bank and In Hand
Central Finance Board
HSBC Main Account
HSBC 2nd Account
Cash
62,741
13.278
1.101
207
60,060
16,212
1,196
(679)
Total Current Assets
77,327
76,789
CURRENT LIABILITIES
Total Current Liabilities
NET CURRENT ASSETS
77,327
76,789
REPRESENTED BY
Restricted Funds
Unrestricted Funds
77,327
76,789
TOTAL FUNDS
77,327
76,789
Signed on Behalf of the Trustees
Mr Andrew Chiplen {Treasurer)