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 addre￿oS 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 S￿ne$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$r&st
26.840
1.135
3.566
1.354
26,840
1.135
3,566
1.354
30,S72
4.475
1.912
tota
ross income for
AR)
32,B9S
32,895
37,718
A2 Asset and investment sa
see table
es.
total
32,895
32.895
A3Pa
mertts
Donat￿n$
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.
Re5￿tIve responslbllltle5 of tntsteE5 and exarnkner
The charity's trustees are responslble for the weparation of the a￿0￿￿ts. 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 lndepe￿rrt ex8mlnerfs ye￿rt
My examination was carried out in accordan￿ w￿h the general DIr￿)nS ENen by the Charlty Commission.
exarnlnadon S￿lUdes 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 Cor￿erning any suth rywtters. The pro¢EduTES undertaken do not pThide all
the evidence that would be requlred In an audit and consequen￿¥ no O￿nIOn 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 be￿w.
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