Trustees. Annual Report for the period Period stsrt dale Monlh Ju Period end date Year 2023 Year . 2024 From 01 May Section A Reference and administration details Charity name Wellesley Charitable Foundation Other names charity is known by Registered charity number (if any) 1149077 Charity's principal address Wellesley House 50 Victoria Road BURGESS HILL. WSUSSEX Postcode RH15 9LH Names of the charity trustees who manage the charity Date5 acted if not forwhoS8 ear Trustee name Ollice lif any} Name of per80n IOT body) entitled toa int trustee ifan TONY HANNIGAN Chair RICHARD ROCHFORD KAYLEIGH HANNIGAN TRACEY MARCHANT LAUREN PANRUCKER 10 12 13 14 15 16 37 18 19 20 Names of Ihe truslee$ for the Charity. if any. (for example. any custodian trustees) TAR 2023-24
Name Dates acted rf not for whola ear Names and addreoS of advisers {Optional inlomiation e of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, governance and management Description of the charitys trusts Type of goveming document leg. tmsl deed. constituti) Trust Deed How the charity is Constitut (eg. Irusl, association. cornpany) Trust Trustee selection rnelhods leg. appointed by. elected by) Appointed by resolution of trustees Additional governance Issuès (Optlonal infomiation You may choose to indude additional information, where relevant, aLM)uI'. policies and procedures adopted for the induction and Iraining of truslees.. the charity's OTganisational structure and any wider network with which the charity works.. relationship with any related parties; trustees. consideration of major risks and the syslem and procedures to manage them. Section C Objectives and activities TAR 2023-24
Relief of sickness Young people with various forms of disabilty or disadvantage All support up to the age of 18 Summary of the objects of tho harity set out in its governing document Funds are raised by way Regular staff d¢)nalions Staff competitions- d$$ down. baking, Charity golf day Participathjn in sporting events Summary ofthe maln activilies undertaken for the public benefit in relation to these objects (Include within this section Ihe statutory declaration that trustees have had règard to the guidance issued by the Charity Commission on public benèfit) Additional detsils of objectives and activitses (Optional infomiation) TAR 2023.24
You may choose to include further slalements, where relevant, about.. policy on grarrtmaking., policy program related investment. contribution made by volunteers. Section D Achievements and performance TAR 2023-24
Section D Achievements and performance Summary ofthe main achievements of Ihe charity during the year Funding for young children with mobilty problems to receive conductive support. Funding for young children with mobilty problem5 to receive swimming lessons. Presents for Christmas parties Providing equipment to a local xhool and organisations supporting children with Sne$S or disability Funding for support dog charity for chiklren with Type 1 Diabeles Holding various fund-raising events such as golf compelilions. baking days, wing-walking. TAR 202&24
Section E Financial review Brief statement of the charity's policy on reserves None Details of any funds malerially in deficit None Further financial review details (Optional Inforrnation) You may choose lo include additional information, where relevant about.. the charity's principal sources of funds (including any fundraisingl.. how expenditure has supported the key objectives of the charity- investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature{s) Full name{s) Position {eg Secretary, Chair. etc) Lauren Panrucker Tracey Marchanl Trustee Tfustee Date 16112/26a(L TAR 2023-24
CHARITY COMMISSIO FOR INGLAND ANLI WALE Receipts and payments accounts CC16a For the period from To 01106r2023 31105r2024 Section A Receipts and payments Unrestricted funds Restricted fund5 Endowment funds Total funds Last year to thtr neavest tothe neaTest£ to the neaiest£ to the neare$t£ tothe neare5tÈ A1 Recei Don81ion$ Sponsorship Fund Raisino Ini$r&st 26.840 1.135 3.566 1.354 26,840 1.135 3,566 1.354 30,S72 4.475 1.912 tota ross income for AR) 32,B9S 32,895 37,718 A2 Asset and investment sa see table es. total 32,895 32.895 A3Pa mertts Donatn$ Fundrai51 Accountant Advertisin Other 53,100 ,100 38,000 313 210 Costs 234 163 532 234 163 532 270 Sub total 54493 54,493 36,793 A4 Asset and invesfment Sub total 54,493 5V93 36,793 Net of receipts/(paymentsJ AS Transfers between fund5 A6 Cash funds last year ènd Cash fiind5 this year end 21,598 21,598 925 71,085 49,487 71,085 49,487 70,160 71,08S CCXX R1 accounts IS81 2W24
Section B Statement of assets and liabilities at the end of the period Unrestricted fund5 to nearest£ Restricted fund5 to Aeare$t£ Endowment funds to neare5f£ 81 Cash funds Natwest 17,187 Yoikshire BS 31300 Total cash funds 49,487 ountlsl) Unrestrictèd funds to nearest £ Restricted funds to neare5t£ Endowmènt funds to nearest£ Furld towhlch asset belon Cuirent value ttonal Cost loptltsnall Fund to whkh a55et behn Ctsst loptiona urreDtvalue 84 Assets retalned for the charlty's own use Fund lo whi¢h relate$ Amount due ti¢nal Whèn duè BS Liabilities Slgned by one or hvo trustees on behalf of all tha trus18es Signature Print Name Dale of rov81 CCXX R2 accounts ISSI 2024
Independent Examinerfs Report to the Trustees of Wellesley Charitable Foundation {charity number: 11490T7) I report on the attounts of the charity ftjrthe year ended 31 May 2024. Re5tIve responslbllltle5 of tntsteE5 and exarnkner The charity's trustees are responslble for the weparation of the a0ts. The ch2riVs trustees consSder an audit Is not required for this year under sertion 144 of the Charities Art 2011 (the 2011 Artl and that an Independent examinallon is needed. It Is my responsiEMlity to: Examine the account5 under section 145 of the Charities Aci Follow the pmcedure5 laid (lown in the general Direthons given the Charty Commlsgon under settkjn 14515llbl of the charrtie5 A£t,' and State wP,gther particular matters have COMÈ to my attentkn. BèsS5 of lndeperrt ex8mlnerfs yert My examination was carried out in accordan wh the general DIr)nS ENen by the Charlty Commission. exarnlnadon SlUdes a rewlew of the accounting records kept by the tharity and a cornpari50n of the accounts prese.nted with those records. It also Include5 tonsideratK>n of any unusual rtems or disclosures in the count52nd seeking 2¥planations frorn you as tru5tee5 Corerning any suth rywtters. The pro¢EduTES undertaken do not pThide all the evidence that would be requlred In an audit and consequen¥ no OnIOn is 35 to whether the accounts present a true and falr VIe and the report is limited to those matters Set (Mrt in the statement bew. Independent e¥aminerf5 51atemwrt In connettion with my examlnation, no rnaterial matters have come to my attEntion.' l. whlch glves me reasonable Cause to believe thaL in &)y rTWteria respert, the requlrements to keep accounting records in xcordano with secllon 130 of ihe Ctharities Act: and to preparE accounts which accord with the accountin8 and tx)mpty with the ¥UntIng auirements of the Chariti&% Art 2011 have not been met,. 01 2. to whicn, in my opinion, attention should be drawn In order to enable a pr(yer undersiènding of the accounts to be reached. 11 November 2024 David Sinclair FCA APT Partnership LLP Independent e¥am ner 414 The Pantiles Tunbrid8e Wells Kent TN2 STN