Charlty reglstration numbor 1164218 IEngland and Wale81 THE JONNY WILKINSON CHARITABLE FOUNDATION ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024
THE JONNYWILKINSON CHARITABLE FOUNDATION LEGALAND ADMINISTRATIVE INFORMATION Tru8ts8 Mrs Shelley Jenkins Mr Jonny Ihfilkinson Mr James Underhay Mr rim 8uttimo Mr James Gallagher harlty numb¢r IEngland and Vlal89} 1164218 Prln6lpal addr•$8 PO BOX 302 Hexham Ni>rthumbadand England NE46 9JA Independent examin•r Mr P Bukacchelli Inspired A¢countsnts Limited 4 Parkside Court Greenhough Road LKhfield staffordshir8 WS13 7FE
THE JONNY WILKINSON CHARITABLE FOUNDATION CONTENTS Pago The Jonny Wlkinson Charitable Foundation report Independent examinefs rnport ststement of financkal activIeS Stat8m8nt of finanaal position Notes to thè finandal statsmènts 7-13
THE JONNY WILKINSON CHARITABLE FOUNDATION THE JONNY WILKINSON CHARITABLE FOUNDATION REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 The Trustee present their annual report and finanal statamtnts for the year ended 31 December 2024. Tha financial ststem8nts have been ppared in accordan wth the a(tounting polici88 58t out in note 1 to th0 financial stat8ments Comply with the Charity's governing docum8nl. th8 Ch8riti68 Act 2011, FRS 102 The Financial Reporting Standard applicable in the UK and R8public of Iieland and the Charities SORP Accountin9 and Reporting by Charitie5". Statement ol Recommended Practbce applicable to charitie5 preparing their accounts in accordance with th8 Finznoal Reporb"ng Standard applicable in tre UK and Republic of Ir818nd IFRS 1021" Obl8ctives and a¢tlvltles The Jonny Wilkin80n Foundatbtin was founded in 2015 following Jonny's reb"rement trom prof888ional rugby. It 15 dedic2t8d to improving mental well.b8ing, f05t8ring youth empowarnant, and promoting physlcal lIIng through sports and edu¢ab"on. Our aim is to 5UPPOrt people to realise their full potentral and liv8 the IN85 Ihey wsh to live. The journey we ampion is one that transfoms p8rformance. leadgr8hip, 8nd relats"onships through 8xploring and 8nhanciThJ mentsl. emotional. and physical health and wellbeing through our NSPIRED Pfogramme. Th& programme helps 5UPPOrt those holding influential posrtions in edu&qtion to become awarè of ¢ons¢iously tmriscend their limitations, thus enabling th8 young people they interact with to do the Same. Our key objective5 include.. Supporting mental and physical wellbelng initkqtiv88 through awarenoss ¢ampaign$ and workshops. Providing support to develop coTnTnunits of indiwdu81 who have completed the NSPIRED programme to enablè sell-help for their p&ers and those they teach and lead In their own environm8nts. Offering mentorship opportunities for p8rticApants io develop life 5ki115 and build self-c4nfidence to P08thve influenr Achlevem•nts and perlomiance During 2024 we designed snd delivered 2 new programmes re¢"ng 16 n8w participants who Completed thg NSPIRED programm8. The support now 8Xt8nds to covering 29 schoo15, 2 sports partnetship. aad 2 indep8ndent coaching mentots. At the quest ol Wal$811 college, we devdopgd d81N8d a bespoke course to 11 of th8ir teaGhers and coa¢he$. Through our growing community, we ran 4 community events attended by ov8r 180 part1pant$ during the y8ar with preSentatiVeS frDm 29 school5. on again. we supported the Tommy Dann Memorial Match in th8ir annual fundraising event attended by almost 1200 participants. raising an illGtedible sum in excess of £20,000 wth proceeds to support the Found8tion. Public Bèn•flt The foundation has positivdy Impacted the Iwes of over 150 individuals this year. Our programs have reached teacher$ and comtnunity ¢oache8. providing support and resource5 that contribute to improved mental wellbeing, enhanc8d physical fitn855, 8fKI better opportunities to Inspire and unlod( youth developmont. Our WQTK demonstrates clear publK benefit, fulfilling our rni8sion to support those in need.
THE JONNY WILKINSON CHARITABLE FOUNDATION THE JONNY WILKINSON CHARITABLE FOUNDATION REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024 Flnartcoal revl Incorne and Expendituw.. Total income for 2024.. £34,768 Total exp8ndrture". £51,578 Defi¢tt." £16,810 Structure, govgrnance and managemont The Jonny Wilkinson Charitable Foundation operatss as a registsred charity. governed by a B08rd of Trustee5. The Board Is responsible for the Strat1¢ oversight ol the foundation's actiwties, 8nsuring cornpliance wrth legal and regulatory requir@ments, and guidin9 the direction of the foundation's wotk. A of the trustees are involved in the ongoing dèlivèry of Servi$, supported by projèct managers and a number of voluntsers. The Trustee who served during the year and up to th8 data of swanature of thts ffnanclal statements were.. Mrs she1Y Jenkins Mr Jonny Imlkinson Mr Jam85 Underhay Mr Tim BLrttimore Mr James Gallagh8r Rècruitment and 8ppoinlm8ntof Irust&es The foundats.on recruits trustees through an open selecbon process ihat focu58s on Indivuals with expertise in re18vant fields such as meni81 heatth, youth development, and financial rnsnagement Potential trustees are nominated, VIewed. and appointed by the existing Board b85ed on their skills. experience. and passion for th8 foundatlon's mission, There has b66n no requirement to recruit or repla tfustees during the year. The Th? Jonny Wilkinson Charrtab18 Foundgtion reportwa3 approved by the Board of Trustee. Mr Jonny Wlkinson Trusts9 Mr James Underhay Trustee 15 October 2025
THE JONNY WILKINSON CHARITABLE FOUNDATION INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEE OF THE JONNY WILKINSON CHARITABLE FOUNDATION I report to the Trustee on my examination of the financial stat8rnents of Th8 Jonny Wlkinson Charitable Foundation Ilhts Charity) for the year end8d 31 Oec8mb8r 2024. Ro¥pon$ibllltl•$ and ba818 of report As the Trustee ol the Charity you arg responsib for the preparatn of tt)0 financial statements in aeeordancè with the requirements of the Chariti&s Act 2011. report in respect of my examinatson ol the Chanty's fin8nci81 ststernents caffled out under Section 145 of tha Charities Act 2011. In carrying out my examination I have followed the Directlons given by thè Charity Commlsslon under section 14515llbl of th8 Ch8rities Act 2011. Independent gxamln•fs statem¢nt Your attention is drawn tts the fact that the ¢harity has pr8par8d the financial 5tatern8nts in accordance with the relevant version cf the Statement of R8commended Practice &pplicable to charitie$ preparing their financial st&tements in accordan with the Finsnual Reporting Standarcl applicable in the UK and Republic of Ireland IFRS 1021 in preference to the Accounting Report5ng by Charities.. Statement of Recommendèd Practice issued on 1 April 2005 which is referreé to In the extant regulations but has now b*n withdrawn. l understand that this has been done in order for the finan¢i81 statern8nt5 to prowde a true and fair view in accordan with UK General Accepted Accounting Practi(. I have wmpl8ted rny 8xarnination. I ctsnfim that ro matter5 hav8 come to my attention in connection wth Ihe examination giving me cause to believe that in any rnaterial re5peci. accounting rècords woty not kept in respect of tha Charity as requirod by 9ocb.on 130 of the CharrtiesAct 2011. the financial stat8ments do not a¢cord with those records". or the finan¢ial statements do not Comp with the applicab requirements CannIng the form and content ol financial 5taternents set out In the Charit18s IAccount5 and Reportsl Rul3.0ns 2008 other than any r8quiietnent that the financial 3tst8ments give a true and fair wew. which is not a matter consid8red 25 Part of an independent examination. I have no nCernS and have come across no other mattèrs in connection with lh8 8xarnin8tion to which attention should be drawn in this report in order to enable a proper und8rstanding of the financial statements to be reached. Mr P Bulzacch811 Insplred A¢countsnts Limited Chartered Certified Accountants 4 Parkside Court Liehfield Lichfield Staffoidshire WS13 7FE United .ngdOrn 15 October 2025
THE JONNY WILKINSON CHARITABLE FOUNDATION STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024 Curr&nt ff nanclal year Unrè$trlet8d fund8 2024 Rt$trleted fundB 2024 Total Total 2024 2023 Nots$ In¢omo from: Donabons and lègades Charitable actMti85 24.946 3.722 24,946 3.722 31,831 3.722 Investments 6.100 6.too 4.443 Total Income 34,768 34,7e8 39,996 Expgndlture on.. Raising funds Charitsble acbvrt18S 28,301 23.277 28,301 23.277 34,348 23,277 Total expondltur• 51.578 51.578 57.628 N•t expenditure and mov•m•nt In funds 116.8101 116,8101 117,6301 Rect>n¢lllatlon of fund8- Fund balan$ at 1 January 2024 457.759 20,000 477,759 495,389 Fund balanc at 31 08mber 2024 440,949 20.000 460,949 477.759 Th¥ statem8nt of finanual aGtMth'es inGludes all gains and108388 recognised in the year. All incorne and expBnditure derive from Continuing acbvities.
THE JONNYWILKINSON CHARITABLE FOUNDATION STATEMENT OF FINANCIALACTIVITIES (CONTINUED) INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024 Prlor flnanclal year Unr•strlctsd funds 2023 Regtrlctsd fund8 2023 Total 2023 Note8 Incomo from- Donations and18gacies Chaiitable acbvities 31,831 3.722 31.831 3.722 Investrnents 4,443 4.443 Totsl Income 39,996 39.998 Expendltuie on.. Raising funds Chartsble a¢tMties 34,349 23,277 34,349 23.277 Total expondllure 57.626 57,626 Nel income and movem•nt In funds 117,6301 117,6301 Rsconclllatlon of funds: Fund balances at 1 January 2023 475,389 20.0 495.389 Fund balanGo$ at 31 De¢omb8r 2023 457,759 20,000 477,759
THE JONNYWILKINSON CHARITABLE FOUNDATION STATEMENT OF FINANCIAL POSITION ASA T 31 DECEMBER 2024 2024 2023 Not•s Current a$$ets Cash at bank and in hand 462.145 478,517 Creditors.. amounts falllng duè wlthln ona year 11 11.1961 17581 Net ¢urr¢nt a880ts 460,949 477.759 Th8 fund$ of thg Chartty R85tiicted income fvnojs Unr8Strict8d funds 13 14 20.000 440.949 20,OOD 457,759 480,949 477,759 The fin8nual statèments were approved by th8 Trustee on 15 October 2025 Mr Jonny Wlkinson Tru8ts• Mr James Und8rhay Tru$ts•
THE JONNY WILKINSON CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024 Accountlng pollclei Charlty Inlomiatlon The Jonny Wilkinson Charrtable Foundation 18 a charitatAe trust. 1.1 Aeeountlng eonventlon The financial statements have been pr8pad in 8CcOrdan with the Charty'5 goveming documtsnt. th8 Charities Act 2011, FRS 102'The Financial Reporting Standard applicable in the UK and Republic of Ireland and the Charities SORP "Accounti[ and RepDrting by Charities.. St8tement of R8comwnended Practi applicable to charitses preparing their accounts in ac¢ordanc8 with the FinaThal Reporting Standard 8ppIiGable in the UK and Republic of Ireland IFRS 1021" The Charity 1$ a Public Benefit Entity as defined by FRS 102. Th8 Charty has tsken advantage of the provisions in the SORP for charrtie$ not to prepare a statement of cash flows. The financial ststements have depart8d from the Charities IAccounts and Report51 Regulations 2008 only to th8 extent required to provide a true and fair view. This departure has involved following the Statement ol Recommended Practice for charities applying FRS 102 rather than the version of the Statement ol R8comm8ndEd Practice whid) is referied to in the Regulations bUtwhh has sin(t been wthdrawn. The financial statemènts are prepared in 5teding, which is the fijnctional curr8ncy ol the Charity. Monetsry amounts In these financial 5tatement5 are rounded to the near83t £. Th8 financial statements h8ve been prepared und8r the historical ¢ost convents"on. Imodified to indude the ravaluation of fhold propertl8s and to Includ8 investm8nt propertKgS and cèrtain financial instnjrnents at fair valuel. The prin¢ipal accounting poli¢ies adopted are set out below. 1.2 Golng ¢rJncem At the time of approwng the finanual statements, the Trust8e have a r8asonable 8xpectats.on that the Charity has adequate resources to continue in operational exi5t8no for Ihe fO$$ab future. Thus the Trusts8 continue to adopt the going conceFn basi$ of accounting in preparing the financial statèment8. 1.3 Charltable fund$ Unrestri¢ted funds ar8 8va15 able foi use at th8 discretion of the Trustee in rthe[an of their charitab objecbves. Restrict$d funds are subject to Specifie conditions by donots or grantors as to how they may be used. Th¢ purposes and uses ol the restricted funds are 58t out in the notes to th8 financial $tat8ments. Endowment fvnds are suM"e¢t to specific conditions by donors that the rnust be maintained by the Charity. 1A Incomo Income is recognised when the Charity is gallY entitled to it after any perfomanc8 condit'ons have been met. the amounts can be measured reliably, and it Is probable that incom8 wll be receivtd. Cash donation5 a cognised on receipt. Other donations 8re recognis8d on¢e tt)e Charity has been notified of the donation, unle85 perttrrmance Condition5 require deferral of th8 amount Income tsx recoverable in relation to ¢Jonations reIVed under GiftAid 01 deeds of covenant is reGognis8d at the time of the donation, Lega¢ie$ are recognised on re¢eipt or olhepmsè rf the Ch8nty has been notified of an impending di5tribub"on, the arnount is known, and reIpt IS 8xpeGted. If the amount is not known. the legacy 15 treated as contingent asseL
THE JONNYWILKINSON CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024 Accountlng pollc188 Icontlnuodl 1.5 Expendlture Expenditure is re¢tynised On there is a legal or constructivo oblvJalion to transfer economic benefit to a third party, it is probable that a transfer of economi¢ benefits will be required in settleThen( and the amount of the olgatIOn can be rn8asured reliabty. Exp8nditure is cla551r by activity. The costs of each activity are made up of the total ol direct costs and shad costs, Including support costs involved in undertaking each activity. Dir8Ct co$t$ attributable to a single activity are allocated direcdy to that activity. Shared costs which ¢ontribute lo more than one activity and support costs which ale not attributable to a single activity are apportioned bètween those activits.es on a basis consistent with the use of resource5. Central staff costs are allocated on the basu8 of time spent. and depClaOn charyes are allocatsd on tre portion of the asset's use. 1A Cash and cash equlvalents Cash and cash equivalents include cash in han¢J, deposits held at call with banks. other short_tem IiquiLI inve5trnents with original mstutrties Of thrte months or less, and bank overdrafts. Bank overdrafts are shown thin botrowngs in Grrent liabilitie& Bas1¢ Iln8n¢lèlo$sets 8a$i¢ financiol assets. whtch include debtors and cash and bank balances, are Initial measured at transaction pri1 induding tr8llsaction costs and are sub58quenlly c8rri8d al amortised c051 using the effe¢live interest m8thod unle55 the arrangement con5titute5 a financing transsction, where the trsnsaction is measured at the present value ol the future weipts discounted at a market rate of interost. Financial as58ts classified as CeIv0b18 within one year ar8 not 8morti5ed. Ba$1¢ ¢lnanclo1 Ilabllltles Ba51c financial liabilities, induding credrtors and bank loans are initially cOgniSe(l at transa¢tion pri unless the aiiangement consts"tutes a financing transa¢tion. where the debt instrument is measured at the p$ènt value of the future payments discounted al 8 rnark8t rate of intere81. Financial liabilities classified as payable witt)in one year ar8 not amorhsad. D9bt instNments are subsequenty carrÈd at arnorused cost, using the effectsve Inte$t rate method. Trade ¢{tOrS are obligations to pay for goods or services that have b88n acquir in the ordinary course of opèrations from suppli&rs. Amounts payable aTe classified as cutTent liabilitie5 if payment is due within on8 y8ar or less. If not, they are piesented as non<urrent liabiSits"es. Trade ¢dItorS are recognised 1nits.ally at transaction pnce anLI subsequently measured at amortssed $t using the effecb.ve Interest method. Derecognition of financial liabilities Financial Iiabililies are derecognised when the Charitys Contioctual oblvjations expire or ar8 discharg8d or canc811ed. 1.7 Employa8 benofits The cost of any unused holiday 8ntitkrnent is recognised in the period in which th8 ernployee's sgrvicej are rec8iV8d. T8rrnination benefits are Cognised immediately as an expense when the Charity is demonstr8kAy comMitt8d to tsmiinats the employment of an 8mploye8 or to provide temiination benefrts. 1A Rotlrement benefits P8yments to defined contribubon auto 8nrLlm8nt sch8m8s are tharg8d as an 8xpensg as they fall due.
THE JONNYWILKINSON CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024 In¢om• from donotlon8 and legaci88 Unrestrlcted funds 2024 Unre8trlct8d fund8 2023 Donations and gifts 24,946 31,831 In¢omg from charitable #cVIti Unr88trlcted funds 2024 Unre8trlctsd fund8 2023 othar income 3,722 3,722 Income from Invè8kn•nts Unrestrlctsd Unrestrlct•d fund8 lunds 2024 2023 Int8rest recewabl& 6,100 4.443 Expendlture on ralslng fund¥ Unrestrfctsd Unre$trl¢t fund$ fund$ 2024 2023 Fundralslng and publlclty Support costs 6,2DJ Tradlng ¢osts Professional fees Rènt Po$t8ge.ststionery and advertising staff costs 8ank charges 1,208 930 424 26,590 79 526 26.590 53 28,301 28.149 Total costs 28,301 34.349
THE JONNY WILKINSON CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024 Expendlturo on Gharitablè a¢VItIeS UnroStrlct•d Unre8trl¢tsd fund8 funds 2024 2023 Dlrect eosts staff costs 23.277 23,2TI Anilysl¥ by fund Unrestricted fvnds 23.277 23,277 2024 2023 Net movement In funds The net movern8nt in funds is ststed after chawirgllcreditingl.. Fees payable forthe indepgndent 8xamination of th8 charity's financial stat8ment5 Tru8te• Tha trust8es' remuneration and benefits durlng the year.. 2024 2023 24.ODO 2,057 53 2d,OOD 2.057 Wages and Salarios Social security costs other Pension costs 26 26 Employe The averagè monthly number of èmployees during thg yèar was.. 2024 Numbor 2023 Number 10-
THE JONNYWILKINSON CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS {CONTINUEDI FOR THE YEAR ENDED 31 DECEMBER 2024 Employ••8 Icontlnuedl Employment costs 2024 2023 Wages and salaries Social security costs Other pensitsn costs 45,164 3,722 981 45.164 3.722 981 49,867 49.887 There were no employ88s whose annual remuneration was mor8 than £60,ODO. 10 T0XaOn The charty is exempt from taxation on its activitie5 because all its incorne ks appld for charitable purpose$. 11 Crndltor•: amounts falllng due Whthln one year 2024 2023 Other taxation and social secutty Accfuals and d8f8tred income 567 191 191 1,196 758 12 Retlr•m•nt b8n8flt $¢heme8 2024 2023 Deflnod ¢ontrlbutlon schem0$ Charge to profit or1055 in resperl of defined contribubon schemes 981 981 The Charty operates a deftnwJ contribution pension schem8 for all qualifylng employe8s. Thè assets ol the scheme are held separately from those ofthe Charity in an independently adminthred fvjnd. 13 Rest¢19d funds The iestri¢ted funds of the charity comprise the unexp8nded balanw of donations aTK* grants held on trust subjectto spe[1¢ conditions by ¢&onors as to how they may be used. At 1 January 2024 At31 Docember 2024 20,000 20.000
THE JONNY WILKINSON CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS ICONTINUED} FOR THE YEAR ENDED 31 DECEMBER 2024 13 Re8trletod funds IContlnu•dl Prevloug year: At 1 January 2023 At31 December 2023 20,000 20,000 14 Unrostrlcted fund8 The unrestricted funds of the charity comprise the Unexnded balances of donation5 and grants which are not sUe¢t to 5pe¢ific conditions by donor3 and grantors as to how they m8y be used. These Include designated funtjs which have been set asid8 Out of unrestricted funds by th8 trustees for SP8Gifi¢ purposes. Incomlng At31 r•sourc•$ DFcemb•r 2024 At 1 January 2024 Resour¢es •xpended 457.759 34.768 151.5781 440.949 Genwal bjnds Prevlou$ yoar. At 1 January 2023 Incomlng re8our¢e8 RoUrceS •xpended At31 Doc8mb8r 2023 General funds 475,389 39.996 157.8261 457.75g 1$ Analys18 of not a850ts betreen funds Unrestrlct8d fund8 2024 Restrl¢tsd fund$ 2024 Totsl 2024 At 31 Do¢ember 2024: Current 8ssetsllliabilitiesl 440.949 20.000 480.949 440,949 20,000 460,949 Unrestrf¢tsd funds 2023 Restrl¢tsd funds 2023 Tolal 2023 At 31 Doc•mbèr 2023: Current assetsllliabilitiesl 457,759 20,000 477.759 457.759 20.000 477,759 12-
THE JONNY WILKINSON CHARITABLE FOUNDATION NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024 16 Relatsd party transa¢tlon$ There were no disclosable relat party transactions during thè yoar12023- nono). 13