The Whitton Rosser Trust Annual Report and Accounts As At 31st December 2024 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 There shall be at least 2 and not more than 6 Trustees at any one time. The existing Trustee5 are empowered to appoint new Trustees to the rnaximum allowed.
The Whitton Rosser Trust The Trustees are pleased to present their annual report and accounts for the Year Ended 31, December 2024. The Whitton RosserTrust is governed by a Trust Deed amended 6th October 2021. The Whitton Rosser Trust was established in the year 2000 with the aim of providing financial 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. Application5 must be made by a third-party professional (healthcare, soclal work, youth work, 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 largelv confined to those living in Wales. Although the majority of 8rant5 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 would remain as; Education and Training - we provide assistance to people who wish to engage with education or training (including driving lessons) by supporting with the financial costs of equipment and fees. Independent Living we support people who need resettlement, or, to live independently, including the provision of small grants for whlte 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 linancial 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 2024. Mr Terry Wing Independent Examiner
The Whitton Rosser Trust Statement of Financial Activities for the Year Ending 31st December 2024 Unrestricted Restrlcted Funds Funds Total Funds 2024 Total Funds 2023 INCOMING RESOURCES Donations, Legacies Etc. Tax Refund Investment Income Other Income 23,634 640 2,642 23,634 640 2,642 25,780 1,884 2,681 100 TOTAL Incomlng Resources 26,916 26,916 30,445 RESOURCES USED Cost of Fundraising Charitable Grants Made Administration Costs 40,341 1,870 40,341 1,870 27,416 2,491 TOTAL Resource5 Used 42.211 42,211 29,907 Net Incoming/{Outgoing) (15.295) (15,295) 538 Movement in Funds (15,295) {15,295) 538 Balance Brought Forward 77,327 77,327 76,789 Balance Carried Forward 62,032 62,032 77,327
The Whitton Rosser Trust Balance Sheet as at 31st December 2024 2024 2023 CURRENT ASSETS Cash at Bank and In Hand Central Finance Board HSBC Main Account HSBC 2nd Account Cash 50,383 10,480 457 712 62,741 13,278 1,101 207 Total Current Assets 62,032 77,327 CURRENT LIABILITIES Total Current Liabilities NET CURRENT ASSETS 62,032 77,327 REPRESENTED BY Restricted Funds Unrestricted Funds 62,032 77,327 TOTAL FUNDS 62,032 77,327 Signed on Behalf of the Trustees Mr Andrew Chiplen (Treasurer}