2024-12-31-accounts - The Wilkinson, Cobb And Hodgson Trust

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ony Trustees’ Annual Report for the period orAMISSIO Period start date Period end date

Section A

Reference and administration details

Other names charity is known by| known by| by|

Registered charity number (if any) any) |11546121154612

Charity's principal address | Strensall Strensall Village Hall

|Poestcode

YO32 5XW

Names of the charity trustees who manage the charity

Names of the trustees for the charity, if any, (for example, any custodian trustees)

| Name | Dates acted if not for whole year

Section B

Structure, governance and management

Description of the charity’s trusts

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Type of governing document | Constitution
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How the charity is constituted | Charitable Incorporated Organisation TRESS SRARHON7 SHES? | Parish CouncilOne ex officio andtrustee, up toup 5fo appointed3 nominated by the by charity Strensaii with trustees Towthorpe

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March 2012

Additional governance issues (Optional information) You : The Ebor Academy Trust (EAT), a muiti-academy trust, is responsible for may Choose to include ——| the Robert Wilkinson Primary Academy (RWPA). The charity's trustees
additional information, where | : ; Felsen., Seerr lupcan tonominate 3 governors two for Members the Board and of one Governors Trustee forto the RWPA.Board of the EAT, and
_ @ adoptedpolicies forand theprocedures induction and lnee line with the Charity’s first objective,ee as well as beinga sited on land training of trustees; | owned by the Charity, the Academy and its current and former pupils are
s ithe principal beneficiaries of bequests from the Charity under this the charity's organisational objective. structure and any wider | network with which the charity | works; |
e relationshipparties; with any related || e trustees’ consideration of | major risks and the system and procedures to manage |
Section C Objectives and activities | The objectives are: | 1) The advancement of education primarily for the benefit of children | inpupils the Parish of Robertof Strensali Wilkinson withPrimary Towthorpe Academy. and particularly This includesthe || | making availabie land owned by the charity, as determined by the |
Summary of the objects of the | iil assales a.ce and promoting the education of charity set out in its | 2) Th : ; ar. . aa ars , ) e relief of those in need by virtue of poverty, hardship or
ree distress and resident in the above Parish or surrounding area by | the provision of assistance and support (financial or otherwise) in | However,suchthe waystrustees as the trusteesshall not be fromobliged timetotoprovide time thinkfundf i t.ng for the | above which should otherwise be provided by the state (whether through | central or local government or otherwise).

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March 2012

||[former] The largest benefit[Robert][Wilkinson] activity[Primary] has been[ Academy] the usuai[pupils,] provision[and][other] of book[ young] grants to | forpeopietheir living inuniversity Strensail,courses.to heipThis purchaseis in support bo o fks the andfirst similarobjective. materiais | | The Charity assisted with the costs associated with several pupils from | Robert Wilkinson Primary Academy to go on the Year 6 Residentiai Summary of the main | Course in 2024. The Charity has agreed to provide financial assistance activities undertaken for the for at ieast six pupils to attend the 2025 course. This activity supports public benefit in relation to | both objectives. thesethis section theobjects (inciude statutorywithin | As with recent years, the Trustees have received relatively few requests || deciaration that trustees have | for assistance in the period under review. in particular, there were no had regard to the guidance | requests for funding from the Robert Wilkinson Primary Academy which issued by the Charity | would normaily require the most funds. However, it is anticipated that the Commission on public | Academy will progress with further projects in due course and the Charity benefit) wili be abie to provide financiai support where funding is not the | responsibility of the Department for Education. | | In their decisions to agree to requests for funding, the trustees have had | | duebenefit. regard to the guidance issued by the Charity Commission on pubiic | Additionai detaiis of objectives and activities (Gptionai information) Youfurthermay statements,choose to whereinciude; a.| SE a ee! | ee TT| relevant, about: | | e policy on grantmaking: e policy programme related | * investment; | contribution made by volunteers. Section D Achievements and performance Summary mainF | As noted above, Ccapart from book grants and support for some pupils } . otine ; attending the Year 6 Residential Course, the Charity has had a quiet year achievements of the charity : : : i ; during the year | in terms of requests for funding. This has allowed it to both support all g assistance requests, where consistent with the objectives, and to retain || fundsThis Charity’s[for][ future] accumulated[projects][at] funds[the] Robert significantly Wilkinson exceedPrimary the targeted Academy. | reserve. 3 March 2012

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Section E
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Financial review
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Brief statement of the || Thein caseTrustees of any majoraim to issuesretain around with its£15,000properties.in the Charity’s bank account charity’s policy on reserves’ | |
Detaiis of any funds materially in deficit | None | a ee es
Further financial review details (Optional information) You . | The Charity’s income is relatively fixed as it is limited to rental income ney choose si nce | from its two residential properties and a small amount of agricultural fand, |
additional information, where | sat A ; relavent about | together with dividends from several investment funds. The income and ce om capital values of the fatter in 2024 have remained similar to those in
e the charity's principal , | 2023. Both properties were occupied for the whole year. | sources of funds {including
e anysupportedhow fundraising);expenditurethe keyhas objectives ||| || e 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) || cL CEL. | \ 7 A /
Full name(s) Chris Chambers | Richard Thompson
Position {og Secretary, eee | Chairman | Secretary/Treasurer | Date 24 | 05/1028

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March 2012

; 7

Wilkinson, Cobb and Hodgson Trust — Registered Charity 1154612

Accounts for 1 January 2024 to 31 December 2024

|ase
em
ad a ae
2024
2023
:
| 2024
2023
Residential
17640.00 | 14955.00 | 16WestEnd
Charity
0,00
0.00
propertyrent
unoccupiedfor
| expenses
j
|
{
|
partof2023
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Agricultural
2011.20
1556.20
Student.hook,
7200.90
£300.09.
dee
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a a
fa
S a are
Wayle ves
40.94
20.47
House
|
1112.09
1061.27
;
. insurance
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York
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|
tandiords’fee
j
andrepairs
el
el
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| af
Utilities
5.00
411.21 | 16WestEnd
|| |---| |1| |i
Public Liability
|
436.10
415.14 | 2021cheque
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insurance
|
notpresented| |until2022
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Ta charges
9380. a |
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Wilkinson, Cobb and Hodgson Trust — Registered Charity 1154612

Accounts for 1 January 2024 to 31 December 2024

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||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Income|Income|Income|Notes|Expenditure|Expenditure|Expenditure|Notes| |2024|2023|||2098|||2023|| |||propertyrentResidential|||17640.00||j|14955.00||||unoccupiedjor16 West End|j|Charityexpenses|0.00|j|0.00|j| |part|of 2023| |||Agriculturalland|rent|2011.29|||1556.20|||grantsStudent book|||7200.00|||6300.00 pe||| |||diIn|v|idendsestment|16699.68||i|16285.92|i|graiitsRelief in Need|3128.00fa|ol|2430.00 oe| |Wayleaves|40.94|20.47|House|1112.09|1061.27| |||||||Insurance &||| |YorkLandlords’|fee||| |||i||||;|forandMaintenancehouses repairs||||ABSLBO|||TIGS.38| |Po|councittax|||oo|||zi fs| |Utilities|0.00|411.21|||16 West End| |;|+|unoccupied for| |part of 2023| |PublicInsuranceLiability|i|436.10|i|415.14|||2021not|presented cheque| |until|2022| |||RWPAproject|||0.00!|—|28000.00| |eeveepoBarkcharges|||7360]|720]| |[Total|||36391.82les||eneaeRs3281759||Sea|esac|sacsCCi‘dL:C(tstéicy|AN|BGSeich Aaa||O04.|[Cdere|

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EXAMINER’S UNQUALIFIED REPORT {FOR A NON-COMPANY CHARITY}

Independent examiner’s report to the trustees of the Wilkinson, Cobb and Hodgson Trust (registered charity 1154612) (“the charity”)

| report on the accounts of the charity for the year ended 31 December 2020, which are attached.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

itis my responsibility te:

@ examine the accounts under section 145 of the 2011 Act;
e to follow the procedures laid down in the general Directions given by the Charity Commission under section 145{5}{b} of the 2011 Act; and
e tostate whether particular matters have come to my attention.

Basis of independent examiner’s report

My examination was carried aut in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with these records. It alse includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide afi the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

e to keep accounting records in accordance with section 130 of the 2011 Act; and
e to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
have not been met; or

{2} to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

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Signed:
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Denise Edmondson

57 Moor Lane Strensaii York YO32 Date:

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