## **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
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## **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|
|---|---|
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**Names of the charity trustees who manage the charity**
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|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|---|---|---|
|||TracyEvans|Chairman||2010_|||
|||John Evans|Trustee||2010|||
|||HarleyBrown|Secretary||2010|||
|||Joan Upfield|Media||2010|||
|||Robin Williams|Trustee||2010-2025|||
|||Avril Frost|Treasurer||2010-|||
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|||Corporate trustees–names of the directors at the date the report was approved
**Director name**
**N/A**||||||
|||**Director name**||||||
|||**N/A**||||||
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Name of trustees holding title to property belonging to the charity
|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**N/A**|||
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## **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).|