**JOYNER CHARITABLE TRUST** ## **Trustees’ Annual Report** ## **April 2020 – March 2021** **Trustees :** Kenneth Joyner Joyce Joyner Jennifer Peck Catherine Smith Clive Joyner **Office Address** 10 Eastgate Gardens, Guildford GU1 4AZ **Charity Number** 1132211 ## **Report for the Year ended March 2021** The Trustees present their annual report and financial statement of the Joyner Charitable Trust, which have been prepared in accordance with our charity’s accounting policy and in compliance with the charity’s Trust Deed. The Joyner Charitable Trust is registered with The Charity Commission, number 1132211, and is constituted under a Declaration of Trust, dated 31[st] August 2007 The Trust was established with an initial balance of £250,000, to be a gesture from the Joyner Family to make a difference to small charities who seek to support local people in need. The Trust does not actively fundraise, and until this current year, sought to continue the charitable work through the careful stewardship of the original resources. When these initial funds were exhausted in grant making, additional funds were donated in October 2018 from Worldwide Estates Ltd. This year Kenneth Joyner made an additional donation of £25,000. The trustees are all members of the Joyner Family, with life-time appointments. All Trustees give of their time freely and receive no remuneration. The Trustees are in regular contact, but formalise their commitments at least twice a year. These meetings are to agree broad strategies, consider grant applications made via Surrey Community Foundation, discuss any other current appeals or charitable opportunities, give financial updates and agree any additional funding requests to make to the donor. Minutes are kept. The Surrey Community Foundation uses the name ‘Hamilton Fund’ for Joyner Charitable Trust donations, to ensure anonymity for the Joyner family. ## **Risk Management** Financial risks are small, other than the national economy, as the charity has no investments. Most of the grant making is via Surrey Community Foundation who make thorough investigation of applicants and require reporting back of outcomes. Reviews and studies are provided for each grant met, thus ensuring that the Joyner Charitable Trust enables public benefit. Occasional additional grants have been made to well established organisations, though none have been awarded in this current year. ## **Objectives and activities for the public benefit** The Joyner Charitable Trust uses its funds to further the work of small charities that support disadvantaged or disabled children or adults; and to support heritage, cultural or educational projects. Occasionally the Trustees will agree to make donations to charities beyond this remit e.g. Disasters Emergency Committee. ## **Financial review** Current and Direct Reserve bank accounts in the name of Joyner Charitable Trust with NatWest Bank are managed by one Trustee. The Annual Return and the Annual Report to the Charity Commission is the responsibility of a different Trustee. Accounting records are maintained by both the above. At the start of the year April 2020, the current account held £124.66 and the direct reserve account held £4839.54 A funding donation of £25,000 was given by Kenneth Joyner on 25/6/20. Joyner Charitable Trust applied to HMRC for Gift Aid status, but delays at HMRC prevented recognition before year end. £25,000 was transferred to Surrey Community Foundation to issue grants from the Hamilton Fund on 25/6/20 Total given in grants from Hamilton Fund: £38,728 **----- Start of picture text -----**
Date Applicant Amount Note
01/04/2020 Harry's £7,000.00 Funding towards a salary for a part time role in a
Hydrocephal charity that helps children with a brain condition,
us based in Surrey.
Awareness
Trust
01/04/2020 White Lodge £499.00 Funding towards the purchasing of equipment for
Centre a charity that teaches carers best practice in
manual handling patients.
01/04/2020 LinkAble £3,000.00 LinkAble Core Costs - a charity to help those with
Woking Ltd learning disabilities
01/04/2020 Field Lane £5,000.00 Funding towards the purchase of a shade sail
Foundation which will be in a sensory garden, for a charity
that offers accommodation and independence to
those with disabilities.
20/07/2020 White Lodge £5,000.00 Funding toward the essential running costs of a
Centre centre, based in Runnymede, that offers various
types of therapy and services to children and
young people with cerebral palsy.
20/07/2020 Sight for £1,500.00 Funding toward access to benefits through an
Surrey organisation, based in Leatherhead, that offers
their services and expertise to people with
hearing or sight impairments.
26/10/2020 Head2Head £7,410.00 Family Holiday Activities & Pantomime Programme
Theatre for Children with Special Needs
13/01/2021 Walton Leigh £5,000.00 The project will create an outdoor sensory play
School PTA area for students at Walton Leigh School who
have profound and multiple disabilities.
13/01/2021 React £4,319.00 Provision of essential equipment for four
terminally ill children in Surrey.
**----- End of picture text -----**
At the end of the year 31st March 2021, the current account held £123.96 and the direct reserve account held £4841.51 **The Joyner Charitable Trust** **CC16a** **1132211** ## **Receipts and payments accounts** **For the period** 01.04.2020. 31.03.2021. **To from** ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**|**Unrestricted**
**funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---|---|---|---| |
Donations received|**25,000**||**-**||**-**||**25,000**||**30,000**| |Bank account interest|**2**||**-**||**-**||**2**||**10**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for AR)_|**25,002**||**-**||**-**||**25,002**||**30,010**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||||||||| ||**-**||||||||**-**| |**_Sub total_**|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||||||||||**30,010**| ||||||||||| |
Donations made|**25,000**||**-**||**-**||**25,000**||**30,000**| |Bank charges|**1**||**-**||**-**||**1**||**60**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_ **|**25,001**||**-**||**-**||**25,001**||**30,060**| ||||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||||| ||**-**||||||||| ||**-**||||||||| |**_Sub total_ **|**-**||||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||||| ||||||||||**30,060**| ||||||||||| ||**1**||||||||**- 50**| ||**-**||||||||**-**| ||**4,964**||||||||**5,014**| ||**4,965**||||||||**4,964**| ## **Section B Statement of assets and liabilities at the end of the period** |CCXX R1 accounts (SS)
**Categories**
**B1 Cash funds**|1
Bank current account
Bank deposit account
**Details**
**_Total cash funds_**
(agree balances with receipts and payments account(s))|**Unrestricted**
**funds**
**to nearest £**
**124**
**4,842**
**-**
**4,965**
OK|19/08/2022
**Restricted funds**
**Endowment**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
OK
OK|**Endowment**
**funds**
**to nearest £**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| Unregtrl¢ted fund$ to rwjwrest £ R•strict•d funds Endowment funds to ti•arqs1 £ to npar•At £ tr*Wtlch a••et r•rt v•1 B3 Investment assets FLmd to wN¢h #￿t 11(ry Oxr•rt valu• B4 Assets retainad fw th• ¢hartty's own IlJtNIIty r•latss 85 Liabillti•s S￿ned by one or tnJst*e$ on behaw of a¥ the Iwstees Sgnature Print Narne Date of approval 20, CCXX R2 accounts ISSI 1910812022 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustee members of On accounts for the year ended Charity no lif any) 11 S2211 Set out on pages I report to the trustees on my examination of the accounts of the above chanty I'the Trust'l for the year endeds }/ As the charity's truslees, you are responsible for the preparation of the accounts in accordance wrth the requirements of the Chanties Act 2011 (llhe Acti. Responslblllties and basls of report I report in respect of my examination of the Trust's accounts camed out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515}{b) of the Act. Independent ￿he charity's gross income exceeded £250,000 and l arn qualified to examiner's statement undertake Ihe examination by being a qualified member of [insert name of applicable listed bodyjl. Delete I l rfnot appI￿able. I have completed my examination. I confim that no material matters have come to my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect.. the accounting records V￿re not kepl in accordance with section 130 of the Charrties Act", or the accounts did not accord wrth the accounting records., or the accounts did not comply with Ihe applicable requirements conceming the fom) and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be dravm in this report in order to enable a proper understanding of the accounts to be reached. . Please delete the words in the brackets rfthey do not apply. Signed: Dats: Name: Relevant professlonal qualification{s) or body IER Oct 2018 (if any): Address: s. 8 b)RfLtJ Sc LLEK l**c 44LLEKIES' or& LS £ylidNJi NJQDIL6 IIQC Section Disclosure Only complele if the examiner needs to highlight material matters of con￿rn (see CC32, Independent examination of charty accounts.. direclions and guidance for examiners}. Gtve here brief detalls of any iterns that the examiner wlshes to disclose. IER Oct 2018