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|Reference and Administrative|Details|
|---|---|
|Trustees'<br>report||
|Trustees'<br>responsibilities||
|Independent<br>examiner's<br>report||
|Statement offinancial activities||
|Balance sheet||
|Notes to the finandal 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 Rosehig||||||
||||Montgomery<br>Wsy||||||
||||Rosehill Estate||||||
||||CARLISLE||||||
||||CA1 2RW||||||
|Registered|office||Cio Dodd &Co|Limited|||||
||||FIFTEEN Rosehill||||||
||||Montgomery<br>Way||||||
||||Rosehill Estate||||||
||||CARLISLE||||||
||||CA1 2RW||||||
|Trustees|||PJArmstrong||(Resigned||7|September 2021)|
||||BROsgood||||||
||||T H Cartmeil||||||
||||JV Thomlinson||||||
||||P M irving||(Appointed||7 September 2021)||
|Solicitor|||Cartmell Shepherd||||||
||||Viaduct House||||||
||||Victodra Viaduct||||||
||||CARLISLE||||||
||||CA3 8EZ||||||
|Bankers|||Cumberland<br>Building Society||||||
||||Cumberland<br>House||||||
||||Castle Street||||||
||||CARLISLE||||||
||||CA3 SRX||||||
|Investment|Advisor||Brewin Dolphin||||||
||||1 Mason Court||||||
||||Gillsn Way||||||
||||PENRITH||||||
||||CA11 9GR||||||





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||||||Unrestricted|Total Funds|Total Funds|
|---|---|---|---|---|---|---|---|
||||||Funds|2022|2021|
|||||Note|f|E||
|Income and endowments||from:||||||
|Investments|||||73.383|73,383|72,751|
|Total income|||||73,383|73,383|72,751|
|Expenditure<br>on:||||||||
|Expenditure<br>on raising funds|||||20,750|20,750|25.721|
|Expenditure<br>on charitable||acfivities|||82,898|82,898|69,985|
|Total expenditure|||||103,648|103,648|95.706|
|Net oukioing<br>resources before other recognised<br>losses|||gains and||i30,265)|(30,265)|i22,955)|
|Other recognised|gainsliosses|||||||
|Gains on investment|assets||||709,407|709,407|240,268|
|Net movements<br>in funds|||||679,142|679,142|217.313|
|Reconciliation<br>offunds||||||||
|Total funds brought|forward||||3,297,834|3.297,834|3,080,521|
|Total funds carried|forward||||3,976,976|3,976,9'76|3,297,834|





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|||||||Unrestricted|Total Funds|Total Funds|
|---|---|---|---|---|---|---|---|---|
|||||||Funds|2022|2021|
|||||||E|||
|Rents and wayfeaves||||||56,352|56,352|56,144|
|Building society interest||||||152|152|100|
|Income from &nancial||investments||||16,879|16,879|16,507|
|||||||73,383|73,383|72,751|
|Total resources expended|||||||||
||||||investment<br>management|Grant<br>making|Total<br>2022|Total<br>2021|
|Direct costs|||||||||
|Grants payable - institutions||||||70,692|70,692|58,612|
|Property<br>repairs, maintenance||||and insurance|5„039||5,039|12,371|
|Grant administration|fees|||||7.422|7,422|6,154|
|Investment<br>management|||fees||8,831||8,831|7,685|
|Land agent's fees|||||2,550||2,550|2,110|
|Bank charges|||||350||350|200|
||||||16,770|78,114|94,&84|87,132|
|Support costs<br>Accountancy<br>fees||||||1.600|1,600|1.600|
|independent<br>examiner's|||fee|||264|264|264|
|Trustees professional||fees|||2,920|2,920|5,840|6,710|
|Legal and professional|||fees||1,060||1,060||
||||||3,980||8,764|8,574|
||||||20,750|82,898|103,648|95,706|





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||...continued|||||
|---|---|---|---|---|---|
|4|Grants made|||||
||||||2Q21|
||||||f|
||Institution~|||||
||1st Wigton Baden Powell Scouts||||2,500|
||Aspatria Dreamscheme|||2,750||
||Beacon Hill Bike Club|||{5,000)|5,000|
||Caldbeck Nursery||||4,00Q|
||Centre for Leadership|Perfonnance|||2,072|
||Chrysalis|||4,200|2,925|
||Citizens Advice Alierdale|||3,000||
||Friends ofStCulherbert's||School, Wigton|3,000||
||Northern<br>Falls Group|||25,000|31,500|
||Prospact Village Hall|||3,000||
||StCuthbert's<br>Roman Catholic Church, Wigton|||2.740||
||Watchtree<br>Nature Reserve|||15,000||
||Wigton Cncket Club|||1.914||
||Wigton Youth Stalion|||9,000||
||Wigton Baths Trust|||4,850|5,000|
||Wigton Theaire Club||||4,000|
||Other grants ofless than 51,500|||1.238|1,615|
|||||70,692|58,612|



|5|Governance|costs||||
|---|---|---|---|---|---|
|||||2022|2021|
|||||6||
||Accountancy|fees||1,6QQ|1,600|
||Independent|examiner's|fee|264|264|
||Land agent fees<br>Legal and professional||fees|2.550<br>1,060<br>2,110<br>.47, k||





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|Trustees'<br>r|emuneration<br>and expense|emuneration<br>and expense|emuneration<br>and expense|s|||
|---|---|---|---|---|---|---|
|No trustees|received any remuneration|||during the year.|||
||||||2022|2021|
||||||2|5|
|Dodd f Co|Chartemd<br>Accountants||||7,440|8,310|
|Foradministration<br>preparation<br>ofthe||and management<br> year end accounts|offhe Trust's affairs and||||
||||||7,440|8,310|



## 



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||||||Other||
|---|---|---|---|---|---|---|
|||At 5 April<br>2021|Incoming<br>resources|Resources<br>expended|recognised<br>gains i<br>losses|At 5April<br>2022|
|GeneralFunds|||||||
|Unrestricted|income fund|3,297,834|73,383|(f03,648)|709,407|3,976,976|
|Prior period|||||||



||||||Other||
|---|---|---|---|---|---|---|
|||At6April<br>2020|Incoming<br>resources|Resources<br>expended|recognised<br>gains i|At 5April<br>2021|
||||||losses||
|Generalpunds<br>~ «fn di|h|.0805|275|(95706)|f4r|27834.|





## 

## 

|||Unrestricted<br>TotalFunds|Unrestricted<br>TotalFunds|Total Funds|Total Funds|
|---|---|---|---|---|---|
|||Funds|2022||2021|
|Investments||3.898,651|3,S98,651||3,245,377|
|Current assets||83,297|83,297||63,009|
|Creditors: Amounts|falling due within one year|(4,972)|(4,972)||(10,552)|
|Net assets||3„976,976|3,976,976||3,297,834|
|Prior period||||||
|||Unrestricted|Total Funds||TotalFunds|
|||Funds|2021||2020|
||||||8|
|Tangible assets||3,245,377|3,245,377||3,029.287|
|Current assets||63,0D9|63,009||6D,210|
|Creditors: Amounts<br>one year|falling due within|(10,552)|{10,552)||(S,976)|
|Net assets||3,297,834|3,297,834||3,080.521|