2025-06-30-accounts - The Josh Evans Trust Fund

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Trustees’ Annual Report for the period

From July 2024 Period start date To June 2025 Period end date

Charity name:The Josh Evans Trust Fund

Charity registration number:113239

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document		The Trust Fund continues to provide local support for children with Diabetes and their parents in Somerset
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Activities have during this period been supporting a number of peer mentoring sessions ,sporting activities including our Annual Kilve Trip . Providing cook and eat sessions Increasing childrens knowledge of health eating and also we continue to provide resources such as Carbs and Cals books . Proving insulin pump sessions for children and their families
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit		We abide to Charity Commission Guidance

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making		Policy in place
Policy on social investment including program related investment	Para 1.38	N/a
Contribution made by volunteers	Para 1.38	We continue to be supported by the local community and a number of them have done challenges and fundraising for us during this year which has proven invaluable

Our bi annual ball happened in July 2024 with over 300 guests N/A Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	During this year we have had many messages from children and their families thanking us for our support . During this year we supported youth worker role who worked closely with key individuals particularly about gaining their confidence in how they manage their long term condition . We seen the increase in peer support from our events and have had a number of children continue to support one another . The cook and eat sessions increase children’s and families confidence in supporting healthy eating Also, we have had messages from the Diabetes Specialist Paediatric teams of comments made about the difference our charity is making

Additional information (optional) You may choose to include further statements	Additional information (optional) You may choose to include further statements	where relevant about:
Achievements against objectives set	Para 1.41	Our objectives we have set continue to support and raise the profile of our charity and to increase knowledge and awareness of Diabetes . Over a 100 children would have been impacted by the charities work in this year
Performance of fundraising activities against objectives set	Para 1.41	Our fundraising has been targeted to ensure our income is also able to support both activities ,purchase of books and software . Alos we work closely with the teams in the hospitals to identify what support may be required during the year
Investment performance against objectives	Para 1.41	N/a
Other		During this year we have be supported by marathon runners both locally and London Marathons . We have had a number of kind donations Fundraising events which have included charity ball ,craft fayre and a gym

challen etoo

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period		Our income during this period was 32,438 and are our expenditure during this period was 30,711
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	As a Trust Fund we hold small amount of reserves to manage our longer term sustainability managing financial risk and cover any unexpected costs
Amount of reserves held	Para 1.22	Our reserves vary depending on our expenditure during the year
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	No deficit in this year
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	No concerns currently

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Our principal sources of fundraising are generated by local community and supporters supporting us as alrwady outlined earlier . We obviously have a ball every 2 years to generate funds We hold craft fayres ,bingo ,local initiatives
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	Risks facing the charity is the increased cost of living and reliance on the local community to support us
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:		In Somerset area to educate and support young people under age of 18,their families and work with healthcare professionals to provide awareness and understanding of Diabetes and ongoing management See charity commission return
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Trust fund with 5 trustees
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees selected by informal recruitment
Additional information (optional) You may choose to include further statements		where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51	Policies and procedures in place
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	See Charity commission return
Relationship with any related parties	Para 1.51	Works with local Trust hospital teams
Other		N/A

Reference and Administrative details

Charity name	The Josh Evans Trust Fund
Other name the charity uses
Registered charity number	1135239

Charity’s principal address	Unit 6 Pc Comms Salmon Parade Bridgwater Somerset TA6 5JT

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
TracyEvans	Chairman	2010_
John Evans	Trustee	2010
HarleyBrown	Secretary	2010
Joan Upfield	Media	2010
Robin Williams	Trustee	2010-2025
Avril Frost	Treasurer	2010-














Corporate trustees–names of the directors at the date the report was approved Director name N/A
Director name
N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	Tracy Evans
	Chair
	20/04/2026
	20/04/2026

The Josh Evans Trust Fund Accounts 1st July 2024 to 30th June 2025

Receipts (Money In)		Payments (Money Out)
Donations	2,975.86	Charity Activities	4,703.58
Fundraising Events	29,409.52	Fundraising Costs	24979.32
Grants	0.00	Admin Costs	449.12
Gift Aid	0.00	Insurance	579.26
Bank Interest	53.13	Other Costs	0.00
Other Income	0.00
Total Receipts	32,438.51	Total Payments	30,711.28
Surplus / (Deficit)	1,727.23
Opening Bank Balance	32,845.59
Surplus / (Deficit)	1727.23
Not on last years return	(9010.71)
Closing Bank Balance	25,562.11

Date: 05/04/2026

	CHARITY COMMISSION	CHARITY COMMISSION
	FOR ENGLAND AND WALES Independent examiner's report on the
		accounts
Section A		Independent Examiner's Report
Report to	the trustees	T h e J O S H E V A N S T r u s t F u n d
On accounts for the year		3 0 / 0 6 / 2 0 2 5 C h a r i t y n o 1135239
	ended	( i f a n y )
	S e t o u t o n p a g e s	Accounts July 2024 to June 2025
		(remember to include the page numbers of additional sheets
		report to the trustees on my examination of the accounts of the above
		charity (THE JOSH EVANS Trust Fund) for the year ended 30/06/2025
R e s p o n s i b i l i t i e s a n d b a s i s		As the charity's trustees, you are responsible for the preparation of the
o f r e p o r t		accounts in accordance with the requirements of the Charities Act 2011
		("the Act").
		I report in respect of my examination of the Trust's accounts carried out
		under section 145 of the 2011 Act and in carrying out my examination,
		have followed all the applicable Directions given by the Charity
		Commission under section 1455)(b) of the Act.
I n d e p e n d e n t e x a m i n e r ' s		The charity's gross income exceeded £250,000 and / am qualified to
	s t a t e m e n t	undertake the examination by being a qualified member of [insert name of
		applicable listed body]]. Delete I] if hot applicable.
		I have completed my examination. I confirm 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 were not kept in accordance with section 130
		of the Charities Act, or
		? the accounts did not accord with the accounting records; or
		? the accounts did not comply with the applicable requirements
		concerning the form 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 tair view which is not
		a matter considered as palt 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 drawn in
		this report in order to enable a proper understanding of the accounts to
		be reached.
		* Please delete the words in the brackets if they do not apply.
	Signed:	D a t e : 2 7 / 4 / 2 6
	N a m e :	C L A I R E L I E L L
R e l e v a n t p r o t e s s i o n a l
qualification(s) or body (if		N O N E
	a n y ) :
	A d d r e s s :	B R O O M E D O F A R M . M A Z O N N O T O N
		B R O G U T A T A R
		T A T O B H
S e c t i o n B	D i s c l o s u r e
		Only complete if the examiner needs to highlight material matters of
		concern (see CC32, Independent examination of charity accounts:
		directions and guidance for examiners).