1113973
THE JOAN TURNER FOUNDATION
Registered Charity Number
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REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2021
KR KR KKK KK KKK KK KK KK KK KK KK KK KK KK KH
ALBERT GOODMAN LLP CHARTERED ACCOUNTANTS
LEANNE HOUSE
6 AVON CLOSE WEYMOUTH DORSET DT4 9UX
THE JOAN TURNER FOUNDATION
OFFICERS AND ADVISERS
| TRUSTEES | CHRISTOPHERMICHAEL BERRY |
|---|---|
| CLAIRE LOUISE HUGHES | |
| ALANEDWARDNEWBERRY | |
| PRINCIPALADDRESS | |
| 6 AVON CLOSE | |
| WEYMOUTH, DORSET | |
| DT4 9UX | |
| REGISTERED CHARITY 1113973 | |
| NUMBER | (ENGLANDANDWALES) |
| BANKERS | LLOYDS BANKPLC |
| WEYMOUTH BRANCH | |
| ACCOUNTANTS | ALBERTGOODMAN LLP |
| CHARTEREDACCOUNTANTS | |
| WEYMOUTH |
THE JOAN TURNER FOUNDATION
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 31 DECEMBER 2021
The trustees submit their annual report and the financial statements for the year ended 31 December 2021.
The charity was set up on 2"4 May 2006 utilising an endowment left by the late Joan Turner, intended for charitable purposes.
Structure, governance and management
The charity was formed and its activities are governed by a Trust Deed made by the late Joan Turner and the above mentioned endowment is held by the trustees via a declaration of trust.
The donees of the charity are selected by all of the trustees who ensure that they meet the aims of the charity and the criteria stated in the Trust Deed.
The investments by which the charity generates its income are long term investments held for their annual yield. The income is secured by the trustees who ensure it is both received and safeguarded from fraud or theft.
As a donation making charity, the charity itself does not directly carry out any charitable activities and therefore requires no other form of management other than the duties mentioned above.
Additional Trustees are to be appointed by the original Trustees, who were appointed in the Trust deed, as they see fit and for a period of three years, so as to comply with the provisions of the Trust Deed.
Objectives and activities
The aims of the charity are to relieve pain and hardship for both humans and animals, to promote learning and enrichment and generally help improve the lives of the less fortunate.
These general aims are derived from the charity’s “Objects” made clear in the Trust Deed and are as follows:
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° The relief of financial hardship amongst people living or working in the county of Dorset.
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° For the relief of financial hardship, either generally or individually of people living anywhere in the world.
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° For the benefit of the public to relieve the suffering of animals.
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e To promote humane behaviour towards animals.
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° To advance the education of children and of other persons under the age of 25.
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° The relief of sickness and the preservation of health among all the peoples of the world.
The charity fulfils its aims by making charitable donations to various charities both locally and nationally, all of which have aims compatible with the charity’s objectives.
Public benefit
The charity’s benefit to the public is as certain as those to which it makes donations; charities that are all recognised both locally and nationally and whose charitable work is highly praised and greatly appreciated. It is therefore the opinion of the trustees that these charities provide public benefit.
To this end the trustees are confident that the charity purveys public benefit and have therefore complied with their duty to have due regard to the public benefit guidance published by the Charity Commission.
Achievements and performance
During the year the charity was able to make donations totalling £33.900 (2020 £3,000) to other registered charities so as to help them meet their own charitable aims.
Financial review
During the year the charity’s only income was from listed investments acquired initially from the aforementioned endowment.
The charity has no defined policy with regards to reserves, other than to maintain them at a level ensuring that donations can continue to be made when they are required so as to meet the aims of the charity.
Approved by the Trustees on 4 May 2022
MR A E NEWBERRY
The Joan Turner Foundation
Report of the Independent Examiner to the Trustees
This report on the financial statements of the company for the year ended 31 December 2021 which comprise of a Receipts and Payments Account and Statement of Assets and Liabilities under $133 of the Charities Act 2011, is in respect of an examination carried out under section 145 of the Charities Act 2011.
Respective Responsibilities of Trustees and Examiner
The charity’s trustees are responsible for the preparation of the financial statements. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Act) and that an independent examination is required. It is my responsibility to:
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. examine the accounts under section 145 of the Act,
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. to follow the procedures laid down in the general Directive given by the Charity Commission (under section 145(5) (b) of the Act and
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. to state whether particular matters have come to my attention
Basis of Independent Examiner’s Report
My examination was carried out in accordance with the General Directions given by the Charity Commission under section 145(5) of the Act. That examination includes a review of the accounting records kept by the Trust and a comparison of the financial statements with those records. It also includes considering any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given in the financial statements.
Independent Examiner’s Statement
In connection with my examination, no matter has come to my attention:
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Which gives me reasonable cause to believe that in any material respect the requirements - to keep records in accordance with section 130 of the Act; and to prepare financial statements which accord with the accounting records and to comply with the requirements of the Act, have not been met; or
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To which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached.
F Akerman
F Akerman - Accountant 3 Brentmere Close Weymouth Dorset DT3 5FE
Date 2/ June 2022
THE JOAN TURNER FOUNDATION
RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2021
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||||||||||
|---|---|---|---|---|---|---|---|---|
|2021|2020|
|Unrestricted|Endowment|Total|Total|
|Funds|Funds|Funds|Funds|
|£|£|£|£|
|RECEIPTS|
|Dividends|received|on|quoted|shares|28903|-|28903|24926|
|Treasury|stock|interest|received|gross|1636|-|1636|1637|
|30539|-|30539|26563|
|Other|income|2|“|“|-|
|Investment|sales|etc.|-|28257|28257|9152|
|TOTAL|RECEIPTS|30539|28257|58796|35715|
|PAYMENTS|
|Donations|made|
|Per|schedule|attached|33900|-|33900|3000|
|Expenses|
|Accountancy|fees|2490|-|2490|1230|
|Independent|examination|fee|240|-|240|-|
|Other|professional|fees|1080|-|1080|1800|
|TOTAL PAYMENTS|37710|-|37710|6030|
|NET RECEIPTS|(7171)|28257|21086|29685|
|TRANSFERS|BETWEEN FUNDS|-|-|-|-|
|(7171|)|28257|21086|29685|
|CASH|FUNDS|BROUGHT|FORWARD|34998|35489|70487|40802|
|CASH FUNDS|CARRIED|FORWARD|27827|63746|91573|70487|
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THE JOAN TURNER FOUNDATION
STATEMENT OF ASSETS AND LIABILITIES AS AT 31 DECEMBER 2021
| 2021 | 2020 | |||||
|---|---|---|---|---|---|---|
| s | £ | £ | -'s | |||
| FIXED ASSETS | ||||||
| Quoted Investments | ||||||
| Quoted shares at acquisition value | 438469 | 460883 | ||||
| Treasury stock at acquisition value | 40539 | 40539 | ||||
| Quoted Investments | 479008 | 501422 | ||||
| CURRENT ASSETS | ||||||
| Cash at bank | 91573 | 70487 | ||||
| NETASSETS | 570581 | 571909 |
The Expendable Endowmend Fund is represented entirely by quoted investments.
Approved by the Trustees on 4 May 2022
MR A E NEWBERRY
THE JOAN TURNER FOUNDATION
SCHEDULE OF DONATIONS FOR THE YEAR ENDED 31 DECEMBER 2021
| £ | ||
|---|---|---|
| DONATIONS MADE | ||
| Battersea Dogs and Cats Home | 1000 | |
| Blue Cross | 1000 | |
| British Heart Foundation | 800 | |
| Butterflies | 500 | |
| Caring for the GreekAnimals | 500 | |
| Cats Protection | 1000 | |
| CEIL (Centre ofExcellence in Industrial Liason) | 800 | |
| Coast Guard Association | 500 | |
| Dogs Trust | 1000 | |
| Dorset & Somerset Air Ambulance | 800 | |
| Dorset Search & Rescue | 800 | |
| Ferne Animal Sanctuary | 1000 | |
| Friends ofMV Freedom | 500 | |
| Ghurka Welfare Trust | 600 | |
| Great Ormond Street Hospital | 600 | |
| Greyhounds inNeed | 1000 | |
| Happy Landings Animal Sanctuary | 1000 | |
| Hearing Dogs for the Deaf | 500 | |
| Help for Heroes | 700 | |
| Island Community Action | 500 | |
| Kenya school | 600 | |
| Margaret Green Animal Rescue | 1000 | |
| Mosaic Family Support | 500 | |
| Motor Neurone Disease Association | 600 | |
| National Coast Watch | 500 | |
| Okhle Village Trust | 600 | |
| Parkinson's UK | 500 | |
| PDSA | 1000 | |
| PETA | 500 | |
| Portand Sea Cadets | 500 | |
| RNLI | 500 | |
| Ronald McDonald House | 500 | |
| Round Table Children's Wish | 700 | |
| Royal British Legion | 600 | |
| RSPCA (West Dorset) | 1000 | |
| Samaritans | 700 | |
| SPANA | 1000 | |
| The Brooke | 1000 | |
| The Donkey Sanctuary | 1000 | |
| Three Ells Trust | 500 | |
| Waggy Tails | 1000 | |
| Westfield College | 700 | |
| Weymouth& Portland Animal Welfare Soc. (PAWS) | 1000 | |
| Women's RoyalNaval Service Benevolent Trust | 600 | |
| World Animal Protection (formerly WSPA) | 1000 | |
| WyvernAcademy | 700 |
DONATIONS MADE
33900