THE JOAN TURNER FOUNDATION
Registered Charity Number
1113973
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REPORT AND ACCOUNTS
FOR THE YEAR ENDED
31 DECEMBER 2024
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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 pU￿oses.
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