## ## ## |Reference and Administrative|Details| |---|---| |Trustees'
report|| |Trustees'
responsibilities|| |Independent
examiner's
report|| |Statement offinanoal activities|| |Balance sheet|| |Notes to the financial statements|| ||||Joyce Wilkinson|Joyce Wilkinson|Charitable|Charitable|Trust|Trust| |---|---|---|---|---|---|---|---|---| ||||Reference and Administrative|||||Details| |Charity name|||Joyce Wilkinson|Charitable||Trust||| |Charity registration||number|1115856|||||| |Principal office|||C/o Dodd &Co|Limited||||| ||||FIFTEEN Rosehill|||||| ||||Montgomery
Way|||||| ||||Rosehill Estate|||||| ||||CARLISLE|||||| ||||CA1 2RW|||||| |Registered|office||Cio Dodd 8 Co|Limited||||| ||||FIFTEEN Rosehill|||||| ||||Montgomery
Way|||||| ||||Rosehill Estate|||||| ||||CARLISLE|||||| ||||CA1 2RW|||||| |Trustees|||PJArmstrong||(Resigned||7|September 2021)| ||||BR Osgood|||||| ||||T H Cartmell|||||| ||||JV Thomlinson|||||| ||||P M Irving||(Appointed||7 September 2021)|| |Solicitor|||Caitmell Shepherd|||||| ||||Viaduct House|||||| ||||Victoria Viaduct|||||| ||||CARLISLE|||||| ||||CA3 BEZ|||||| |Bankers|||Cumberland
Building Society|||||| ||||Cumberland
House|||||| ||||Castle Street|||||| ||||CARLISLE|||||| ||||CA3 8RX|||||| |Investment|Advisor||Brewin Dolphin|||||| ||||1 Mason Court|||||| ||||Gillan Way|||||| ||||PENRITH|||||| ||||CA11 9GR|||||| ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ||||||||Unrestricted|Total Funds|Total Funds| |---|---|---|---|---|---|---|---|---|---| ||||||||Funds|2021|2020| |||||||Note|||| |Income and|endowments||from:||||||| |Investments|||||||72,751|72,751|80,977| |Total income|||||||72,751|72,751|80,977| |Expenditure
Expenditure|on:
on raising
funds||||||25,721|25,721|15,734| |Expenditure|on charitable||activities||||69,985|69,985|120,751| |Total expenditure|||||||95,706|95,706|136,485| |Net outgoing
losses|resources before|||other recognised|gains and||(22,955)|(22,955)|(55,508)| |Other recognised
gains/losses
Gains/(losses)
on investment
assets|||||||240,268|240,268|(128,662)| |Net movements
in||funds|||||217,313|217,313|(184,170)| |Reconciliation
of||funds|||||||| |Total funds|brought|forward|||||3,080,521|3,080,521|3,264,691| |Total funds|carried|forward|||||3,297,834|3,297,834|3,080,521| ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## |||Unrestricted|Total Funds|TotalFunds| |---|---|---|---|---| |||Funds|2021|2020| ||||6|6| |Rents and wayleaves||56,144|56,144|55,938| |Building society interest||100|100|325| |Income from financial|investments|16,507|16,507|24,714| |||72,751|72,751|80,977| ## |Total resources exp|end|ed|||||| |---|---|---|---|---|---|---|---| |||||Investment
managemen
t|Grant
making|Total
2021|Total
2020| |Dlmct costs|||||||| |Grants payable - institutions|||||58,612|58,612|104,938| |Property
repairs, maintenance|||and insurance|12,371||12,371|3,991| |Grant administration|fees||||6,154|6,154|11,018| |Investment
management||fees||7,685||7,685|8,474| |Land agent's fees||||2,110||2,110|1,720| |Bank charges||||200||200|| |||||22,366|64,766|87,132|130,141| |Supportcosts
Accountancy
fees|||||1,600|1,600|1,400| |Independent
examiner's||fee|||264|264|264| |Trustees professional|fees|||3,355|3,355|6,710|4,680| |||||3,355|5,219|8,574|6,344| |||||25,721|69,985|95,706|136,485| ## ## |.....|....continued|||||| |---|---|---|---|---|---|---| |4|Grants made|||||| ||||||2021|2020| |||||||6| ||Institutions|||||| ||1stWigton Baden Powell Scouts||||2,500|| ||Beacon Hill Bike Club||||5,000|| ||Caldbeck Nursery||||4,000|| ||Centre for Leadership||Performance||2,072|| ||Chrysalis||||2,925|3,500| ||Citizens Advice Allerdale|||||3,000| ||Westward
Parish Rooms|||||8,870| ||Northern
Falls Group||||31,500|15,000| ||Aspatda Dreamscheme|||||5,520| ||Setmurthy
Parish
Hall|||||5,000| ||Abbeytown
Community||Fund|||5,000| ||Aspatria
Parkrun|||||1,500| ||Aspatria
Community|Centre||||5,000| ||Caldbeck Parish
Hall|||||16,000| ||Ireby School PTA|||||2,000| ||North Allerdale
Development|||Trust||5,000| ||Rosley Church|||||2,800| ||Wigton Cricket Club|||||1,802| ||Wigton Youth Trust|||||9,000| ||Wigton Baths Trust||||5,000|4,000| ||Wigton Theatre Club||||4,000|9,000| ||3rd Wigton Sea Scout||Group|||2,653| ||Other grants ofless than 61,500||||1,615|293| ||||||58,612|104,938| |6|Governance|costs|||| |---|---|---|---|---|---| |||||2021|2020| |||||6|6| ||Accountancy|fees||1,600|1,400| ||Independent|examiner's|fee|264|264| ||Land agentfees|||2,110|1,720| |||||6,084|5,104| ## ## |6|Trustees'|remuneration
and expenses|remuneration
and expenses||| |---|---|---|---|---|---| ||No trustees|received any remuneration|during the year.||| |||||2021|2020| |||||6|6| ||Dodd &Co Chartered
Accountants|||8,310|6,080| ||Foradministration
and management||ofthe Trust's affairs and||| ||preparalion|ofthe year end accounts|||| ||PJ Aiirlstl'ong||||80| ||Travelling|fees and expenses||8,310|6,160| |||r
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(0| ||al|||||||| ## ## ## ## ## ||||||||Other|| |---|---|---|---|---|---|---|---|---| ||||||||recognised|| ||||At|6April|Incoming|Resources|gains i|At 5 April| |||||2020|resources|expended|losses|2021| |GeneralFunds||||||||| |Unrestricted|income|fund||3,080,521|72,751|(95,706)|240,268|3,297,834| |||||||Other|| |---|---|---|---|---|---|---|---| ||||At 6 April|Incoming|Resources|recognised|At 5 Apnl| ||||2010|resources|expended|gains i|2020| |||||||losses|| |GeneralFunds|||||||| |Unrestricted|income|fund|3,264,691|80,977|(136,485)|(128,662)|3,080,521| ## ## ||||Unrestricted
TotslFunds
TotalFunds|Unrestricted
TotslFunds
TotalFunds|Unrestricted
TotslFunds
TotalFunds| |---|---|---|---|---|---| ||||Funds|2021|2020| ||||||6| |Investments|||3,245,377|3,245,377|3,029,287| |Current assets|||63,009|63,009|60,210| |Creditors|Amounts|falling due within one year|(10,552)|(10,552)|(8,976)| |Met assets|||3,297,834|3,297,834|3,080,521| |Prior period|||||| ||||Unrestricted|Total Funds|TotalFunds| ||||Funds|2020|2019| |Tangible assets|||3,029,287|3,029,287|3,225,888| |Current assets|||60,210|60,210|44,229| |Creditors:|Amounts|falling due within|(8,976)|(8,976)|(5,426)| |one year
Net assets|||3,080,521|3,080,521|3,264,691|