THE JOAN TURNER FOUNDATION Registered Charity Number 1113973
REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024
ALBERT GOODMAN LLP CHARTERED ACCOUNTANTS LEANNE HOUSE 6 AVON CLOSE WEYMOUTH DORSET DT4 9UX
THE JOAN TURNER FOUNDATION OFFICERS AND ADVISERS TRUSTEES CHRJSTOPHER MICHAEL BERRY CLAIRE LOUISE HUGHES LESLEY ROSE PRINCIPAL ADDRESS LEANNE HOUSE 6 AVON CLOSE WEYMoufH, DORSET DT4 9UX REGISTERED CHAIUTY 1113973 NUMBER (ENGLAND AND WALES) BANKERS LLOYDS BANK PLC WEYMOUTH BRANCH ACCOUNTANTS ALBERT GOODMAN LLP CHARTERED ACCOUNTANTS WEYMOUTH
THE JOAN TURNER FOUNDATION TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 The trustees submit their annual report and the financial statements for the year ended 31 December 2024 The charity was set up on 2nd May 2006 utilising an endowment left by the late Joan Turncr, intendcd for charitable pUoses. Structure. governance Ylnd management The charity was fornied and ils aclivitics arc governed by a Trust Dced made by the late Joan Tumer and th¢ above mentioned endowment is held by the trustees via a declaration of trust. The donees of the charity arc selccted by all of the trustees who ensurc 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 temi investments hcld for their annual yield. The income is secured by the trustees who ensure it is both received and saf¢guarded from fraud or theft. As a donation making charity, the charity itself does not directly carry out any charitable activiti¢s and therefore requires no other fonn 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. Objectlves and activltles The aims of the charity are to relieve pain and hardship for both humans and animals, to promote learning and enriclunent and generally help improve the lives of the less fortunate, These general aims are derived from the charity's "Objects" mad¢ clear in the Trust D¢¢d and are as follows: The relief of financial hardship amongst people living or working in the county of Dorset. For the rclicf of financial hardship, either generally or individually of people living anywhere in the world. For the benefit of the public to relieve the suffering of animals. To promote humane behaviour towards animals. To advance the cducalion of children and of other persons under the age of 25. The relief of sickness and the prcservation of hcalth among all the peoples of ihe 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 rccognised both locally and nationally and whose charitable work is highly praised and grcatly appreciated. It is therefore the opinion of the trustees that th¢se charities providc 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 ycar the chartty was able lo make donalions totalling £56,800 (2023 £2,500) to other registered charities so as to help them meet their own charitable aims. Financial revieiv During the year the charity's only income was from listed investments acquired initially from the aforementioned endowmenl. 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 9 October 2025 MR C BERRY
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 2024 which comprise of a Receipts and Payments Account and Statement of Assets and Liabilities under Sl 33 of the Charities Act 201 l. is in respect of an examination carried out under section 145 of the Charilies Act2011. Respective Responsibllltles of Trustees and Examlner The charity's trustees are responsibl¢ for th¢ preparation of the financial statements. The charity's trustees consider that an audit is nol required for this year und¢r section 144 of the Charities Acl 2011 (the Act) and that an independent examination is required. It is my r¢sponsibility lo: examine the accounts under section 145 of the Act, to follow the procedures laid down in the general Directive given by the Charity Commission (under s¢clion 145(5) (b) of thc Act and to state whether particular matters have come to my attention Basis of Independent Examlner's Report My examination was carried out in accordance with the General Directions given by the Charity Commission under section 145(5) of thc Act. That cxamination includcs a review of the accounting records kept by the Trust and a comparison of the financial statements with those COrdS. It also includes considering any unusual items or disclosurcs in th¢ 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 ihe view given in th¢ financial stat¢m¢nts. Independent Examlner's Statement In connection with my examination, no matter has come to my attention: l. Which gives me reasonable cause to believe that in any material respect the rcquircmcnts - to k¢ep 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 2. To which, in my opinion, attention should be drawn in order to enable a proper understanding of th¢ financial st8t¢nicnls to be reach¢d. F Akerinan F AkenTAan - Accountant 3 Brentmere Close Weymouth Dors¢t DT3 5FE Date J5 Oclober 2025
THE JOAN TURNER FOUNDATION RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024 2024 Total Funds 2023 Total Funds Unrestricted Endowment Funds Funds RECEiYrs Dividends received on quoted shares Treasury stock interest received gross 31744 1636 33380 31744 1636 33380 29947 1636 31583 Other income Investment Sales etc. 5033 5033 TOTAL RECEIPTS 33380 5033 38413 31583 PAYMENTS Donations made Per schedule attached 56800 56800 2500 Expense$ Accounlancy fees Independent examination fee Oth¢r professional f¢¢s 3900 140 1800 140 4200 140 4200 TOTAL PAYMENTS 61140 61140 8340 NET RECEiYrs (27760) 5033 (22727 ) 23243 TRANSFERS BETWEEN FUNDS (27760) 5033 (22727) 23243 CASH FUNDS BROUGHT FORWARD 46948 53255 100203 76960 CASH FUNDS CARRIED FORWARD 19188 58288 77476 100203
THE JOAN TURNER FOUNDATION STATEMENT OF ASSETS AND LIABILITIES AS AT 31 DECEMBER 2024 2024 2023 FIXED ASSETS Quoted Investments Quoted shares at acquisition value Tr¢asury stock at acquisition valu¢ Quoted Investments 433049 40539 473588 438469 40539 479008 CURRENT ASSETS Cash At bank Cpdsh fdt Pengillys NET ASSETS 74742 2734 100203 77476 551064 100203 579211 The Expendable Endowment Fund is represented entirely by quoted invcstments. Approved by the Trustees on 09 October 2025 MR C BERRY
'I'HL JUAIY 'I'UKNLK Tr'UUIYDA'I'IUIY SCHEDULE OF DONATIONS FOR THE YEAR ENDED 31 DECEMBER 2024 DOIYATIONS MADE Battersea Dogs and Cats Home Blue Cross British Heart Foundation Bus Shelter Dorset Butterflies Cats Protection CEIL (Centre of Excellence in Industrial Liason) Chickerell Primary Academy Coast Guard Association Cycling Without Age DCH Charity Fund Disasters Emergency Committee Dogs Trust Dorset & Somerset Air Ambulance Dorset Search & Rescue Fancy's Farni Fishern]ans Mission Friends of MV Freedom Friends of Wyvern Acadamy Ghurka Welfare Trust Great Orn]ond Street Hospital Greyhounds in Need Happy Landings Animal Sanctuary Hearing Dogs for the Deaf Help for Heroes International Fund Animal Welfare Island Community Action Julia's House Kenya school Lantern Trust Margaret Green Animal Rescue Mosaic Family Support National Coast Watch Nowzad Dogs PDSA PETA Portand Sea Cadets RNLI Ronald McDonald House Round Table Children's Wish Royal British Legion RSPCA (West Dorset) Samaritans SPANA 1,000 2.000 1,000 500 1,000 1,000 1,000 500 1,000 500 2.000 2.000 1,000 1,000 1.000 500 1,000 1,000 1,000 500 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 500 1.000 1.000 1.000 1,000 2.000 500 1,000 500 500 300 1.000 1.000 1.000 1,000 Carried over 42,800
THE JOAN TURNER FOUNDATION SCHEDULE OF DONATIONS FOR THE YEAR ENDED 31 DECEMBER 2024 Brought over 42.800 The Brooke The Donkey Sanctuary Three Ells Trust Veterans Club Waggy Tails Weldmar Hospicecare Trust Wesifield Collegc Wessex Heartbeat Weymouth & Portland Animal Welfare Soc. (PAWS) Weymouth Sea Cadets Women's Royal Naval Service Benevolent Trust World Animal Protection (fomierly WSPA) World Wildlif¢ Fund 1,000 1,000 1,000 1,000 1,000 2,000 1,000 1.000 1.000 1,000 1.000 1,000 1,000 56,800