**Trustees' Annual Report for the period**
**From**
Period start date Period end date 03 06 2024 02 06 2025
**To**
## Section A Reference and administration details
**Charity name**
The Joan Wilkinson Charitable Trust
**Other names charity is known by**
**Registered charity number (if any)** 1162954
**Charity's principal address**[Zedra Trust Company (UK) Limited, Booths Hall, Booths Park 3, Chelford Road]
Knutsford, Cheshire
**Postcode** WA16 8GS
**Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee (if
whole year
any)
Zedra Trust
1 Company (UK)
Limited
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
## **Type of Name Address adviser**
Chartered Simmons Gainsford 14[th] Floor, 33 Cavendish Square Professional London Accountants Services Limited W1G 0PW **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document (eg. trust deed, constitution)
How the charity is constituted
Will of Joan Wilkinson Date of death 02/06/2014
Charitable Trust
- (eg. trust, association, company)
New Trustee(s) can only be appointed by resolution passed by the current Trustee selection methods Trustee(s). Such appointment would be confirmed by a formal deed.
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of
March **2012**
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major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
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To Pay or apply the capital or income to such charitable institutions or
Summary of charitable objects in England which support the education, advancement,
the objects welfare and relief of poverty of children in need as the trustee may in its
of the charity absolute discretion think fit.
set out in its
governing
document
Summary of The Trustee (s) fulfils the aims incorporated in the governing document by
the main investing the capital in quoted stocks and shares and appropriate deposit
activities accounts. The Trustee (s) distribute the income arising in accordance with the
undertaken terms and the Trust in making grants to such charitable organisations at their
discretion.
for the
public
The objects of the Trust are the promotion and support of charitable
benefit in
institutions as specified in the Trust. The Trustee(s) confirm that they have
relation to
referred to the guidance contained in the Charity Commission’s general
these guidance on public benefit when reviewing the Trust’s aims and objectives
objects and in planning future activities and setting the grant making policy for the
(include year.
within this
section the
statutory
declaration
that trustees
have had
regard to the
guidance
issued by
the Charity
Commission
on public
benefit)
Additional details of objectives and activities (Optional information)
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|You**may**
**choose**to
include
further
statements,
where
relevant,
about:
policy on
grantmaki
ng;
policy
programm
e related
investment
;
contributio|The Trustee(s) fulfils the aims incorporated in the governing document by
investing the capital in quoted stocks and shares and appropriate deposit
accounts. The Trustee(s) distribute the income arising in accordance with the
terms of the Trust in making grants to such charitable organisations at their
discretion|
|---|---|
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n made by volunteers
- .
## Section D Achievements and performance
The trust fund received £47,602 of income during the year under review and the **Summary of the main** Trustee(s) donated £46,960 income to charitable organisations. **achievements of the charity during the year**
## **Section E Financial review**
At the financial year end the capital value of the trust was £1,522.931 and **Brief statement of the charity’s** undistributed income of £19,084 was held. **policy on reserves** It is the trustee’s policy to distribute all income arising in the trust after allowing for any operating expenses. Because of timing differences between receipt of income and the authorisation of grant payments a balance of undistributed income may be held in reserve at the year end and this will be carried forward and distributed in 2025/26 **Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
- You **may choose** to include additional information, where relevant about: the charity’s principal sources of funds (including any fundraising);
- 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**
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## **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)** Sarah Taylor **Position (eg Secretary,** Trustee **Chair, etc) Date** 13/10/2025
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## **INDEPENDENT EXAMINER’S REPORT**
## **THE JOAN WILKINSON CHARITABLE TRUST**
## **Independent Examiner’s Report to the Trustees of The Joan Wilkinson Charitable Trust**
I report to the trustees on my examination of the accounts of The Joan Wilkinson Charitable Trust (‘the charity’) for the year ended 2[nd] June 2025 which comprise the summary of receipts and payments and the statement of assets and liabilities.
This report is made solely to the charity’s trustees, as a body, in accordance with section 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them in this report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for my work, for this report, or for the opinions I have formed.
## **Responsibilities and basis of report**
As the trustees of the charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner’s statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
- accounting records were not kept in respect of the charity as required by section 130 of the Act; or
- the accounts do not accord with those records.
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.
## **Nicholas Weller FCCA For and on behalf of Simmons Gainsford Professional Services Limited**
Chartered Accountants 14[th] Floor 33 Cavendish Square London W1G 0PW Date: `[16/2/2026 | 08:52 GMT]`
**CHARITY NAME: Joan Wilkinson Charitable Trust**
## **CHARITY NUMBER: 1162954**
## **Accounting Statement for year ended : 02 June 2025**
## **Our Ref: XC231**
(Receipts and Payments Basis) Our Own Analysis : **YES**
## UNRESTRICTED FUNDS
## **RECEIPTS - INCOME**
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This year's amount to Last year's amount to
the nearest £ the nearest £
Gifts and other voluntary receipts
Tax reclaims
Bank Account interest 916 333
Stocks and Shares
Dividends & Interest received 46686 44598
Other Receipts (not counting as “Gross Income”)
Total Receipts 47602 44931
PAYMENTS - INCOME
Payments directly for charitable purposes
Donations - See Schedule 46960 43300
Payments to Capital Funds
Payments for management and administration including VAT
Other payments
Simmons Gainsford Professional Services Limited 720 720
Professional Charges
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Payments directly for charitable purposes
Donations - See Schedule 46960 43300
Payments to Capital Funds
Payments for management and administration including VAT
Other payments
Simmons Gainsford Professional Services Limited 720 720
Professional Charges
Total payments 47680 44020
Net of Receipts/Payments -78 911
Cash funds last year end 19162 18251
Cash funds this year end 19084 19162
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EXPENDABLE ENDOWMENT FUNDS
## **RECEIPTS - CAPITAL**
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This year's amount to Last year's amount to
the nearest £ the nearest £
Gifts and other voluntary receipts
Receipt from sale of investments 27582 24484
Total Receipts 27582 24484
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## **PAYMENTS - CAPITAL**
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Payments to Income Funds
Payments for purchase of investments and other assets
Other payments
Payments for management and administration including VAT 25758 24583
Total Payments 25758 24583
Net of Receipts/Payments 1824 -99
Cash funds last year end 19275 19374
Cash funds this year end 21099 19275
FOR ZEDRA TRUST COMPANY (UK) LIMITED
13/10/2025
Trustee authorised to sign on behalf of all trustees Date
Zedra Trust Company (UK) Limited
UK Trusts
Booths Hall
Booths Park 3 Chelford Road
Knutsford
Cheshire WA16 8GS
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## PERMANENT ENDOWMENT FUNDS
## **RECEIPTS - CAPITAL**
Gifts and other voluntary receipts
Receipt from sale of investments
**Total Receipts**
This year's amount to Last year's amount to the nearest £ the nearest £ 0 0
## **PAYMENTS - CAPITAL**
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Payments to Income Funds
Payments for purchase of investments and other assets
Other payments
Payments for management and administration including VAT
Total Payments 0 0
Net of Receipts/Payments 0 0
Cash funds last year end 0 0
Cash funds this year end 0 0
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STATEMENT OF ASSETS AND LIABILITIES
## **INCOME**
## **CAPITAL**
Endowment funds Expendable or Unrestricted funds Permanent **CASH FUNDS** to nearest £ to nearest £ Current 19084 21099 Deposit **INVESTMENT ASSETS** Stocks and Shares 1501832
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Stocks and Shares 1501832
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**Joan Wilkinson Charitable Trust Year ended 2 June 2025 Charitable donations**
|**Date**||**Charity**|**£**|
|---|---|---|---|
||29/06/2024|Disability Challengers|1,960|
||29/06/2024|Disability Positive|2,000|
||29/06/2024|Free to be Kids|1,800|
||29/06/2024|Handicapped Childrens Action Group|2,000|
||29/06/2024|Make them Smile|1,800|
||29/06/2024|Sandcroft|1,800|
||29/06/2024|The Cheer Up Squad|1,800|
||29/06/2024|Progressability.org|1,800|
||29/06/2024|Seashell Trust|1,800|
||16/07/2024|All Saints Youth Project|1,800|
||06/02/2025|A spark in the dark LTD|1,950|
||06/02/2025|Autism Bedfordshire|2,000|
||06/02/2025|Autistica|1,500|
||06/02/2025|Children Ahead LTD|2,000|
||06/02/2025|Community Welfare Services|2,000|
||06/02/2025|Family United Network|500|
||06/02/2025|Helping Disabilities Trust|1,000|
||06/02/2025|Kidshine|1,000|
||06/02/2025|Leeds Mencap|1,500|
||06/02/2025|Mitchell's Miracle Neuroblastoma|1,500|
||06/02/2025|Oarsome Chance|1,950|
||06/02/2025|Our Youth Matter|1,000|
||06/02/2025|Parenting Mental Health|1,000|
||06/02/2025|Resolve Now|1,500|
||06/02/2025|SPACE|2,000|
||06/02/2025|Sunshine & Smile Leeds Down Syndrome|2,000|
||06/02/2025|The No Way Trust|1,000|
||06/02/2025|Time Away|3,000|
||||**46,960.00**|