## **Trustees' Annual Report for the period** Period start date Period end date 01 10 2019 30 09 2020 **From To** ## Section A Reference and administration details **Charity name** The Anna Wilkinson Mockingbird Trust **Other names charity is known by Registered charity number (if any)** 1169674 The Mockingbird Trust **Charity's principal address** Farleigh House Uphampton Ombersley, Worcestershire **Postcode** WR9 0JP **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Chris Wilkinson|Chairman||| ||WendyWilkinson|||| ||Jessica Wilkinson|||| ||Elizabeth Wilkinson|||| ||Yvette Pygott|||| ||Mark Tanser|||| ||Gill Edmonds|||| ||Alison Love|||| ||Janine Tanser|||| ||Sara Harris|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR** March **2012** 1 ## **Names and addresses of advisers (Optional information)** **Type 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 charity’s trusts** Type of governing document Constitution - (eg. trust deed, constitution) How the charity is constituted Charitable Incorporated organisation (eg. trust, association, company) Trustee selection methods Appointed by a resolution passed at a properly convened meeting of the (eg. appointed by, elected by) charity trustees ## **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 major risks and the system and procedures to manage them. **TAR** March **2012** 2 ## **Section C Objectives and activities** The objects of the CIO are To relieve the needs of young people in need by reason of a cancer **Summary of the objects of the** diagnosis within the UK and their families, by providing them with **charity set out in its** opportunities that they may not otherwise be able to achieve **governing document** The charity trustees have regard to the commission's public benefit guidance when exercising any powers or duties to which the guidance is relevant. https://www.gov.uk/government/publications/public-benefit-the-publibenefit-requirement-pb1 https://www.gov.uk/government/publications/public-benefit-runninq-a- charity pb2 https://www.gov.uk/government/publications/public-benefit-reporting-pb3 The charity exists to provide young people with the financial and organisational means to experience events and experiences that may ease the burden of the life limiting illness or condition that they are experiencing. **Summary of the main activities undertaken for the** With the help of the relevant health care professionals we aim to identify **public benefit in relation to** young people who have a cancer diagnosis and offer them the chance **these objects (include within** to experience a treat such as a fine dining experience or theatre trip **this section the statutory** which we hope will relieve them of some of the burden of suffering that **declaration that trustees have** they must endure, at least for a short time. **had regard to the guidance issued by the Charity** With the help of the relevant health care professionals (HCPs), the **Commission on public** charity has provided more trips and evenings out to young people in need **benefit)** than we did last year and the number of referrals continues to increase. **TAR** March **2012** 3 ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance **TAR** March **2012** 4 ## Section D Achievements and erformance p **Summary of the main achievements of the charity during the year** During the year, the charity has successfully continued fund raising and has established a secure financial footing upon which to begin the process of helping young people with a cancer diagnosis, as described above. In the latter part of the year, fundraising was largely curtailed due to the pandemic, although we still had regular contributors and donations to the charity. We continued to use the referral criteria which have been approved by health care professionals, while adapting to the pandemic as below The onset of the global coronavirus pandemic meant that we had to adapt to a new way of delivering our services to our clients. We contacted our referrers and informed them that we were happy to accept referrals for items such as IT equipment, gaming stations etc, as it was not possible to provide the trips and outings that we had been doing before the pandemic. In this way were able to continue supporting our target population. We have held regular trustees meetings for which minutes have been kept. These have been remote meetings using Zoom We have kept accurate account records which have been independently examined. Despite the pandemic, we have maintained the number of referrals that we have accepted. **TAR** March **2012** 5 ## **Section E Financial review** The charity will review its ability to fund future activities when its cash **Brief statement of the** reserves reach £10,000 or lower **charity’s policy on reserves** **Details of any funds materially** None **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** ## **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)** Christopher David Wilkinson **Position (eg Secretary, Chair,** Chairman **etc) Date** 30/07/2020 **TAR** March **2012** 6 REGisfERED COMPANY NUMBEK" CEC#)8248 {Eneland affidWale4 REGISTER£DCHARttY NUMBEK. 1169674 A￿0 HLKtse Str￿rport Wtytestershire ntsofth Pa8e ReportoftheTrustees I to 2 Independent Examlnees Report ststementof Financlal Acttvtoes Balance Sheet Note5 to the Flnandal Ststements 6 to 9 Detslled Ststement of Nnandal Artmties io ded The trustees who are also dlrectors ol the thaiity for the purpose5 of the Companles Act 2006, present thelr report wlth the financlal statements of the charfty for the year ended 30 September 2020. The trustees have adopted the p￿￿510n$ of Accounting and Reportlng by Charities.. Statemènt of Recommended Pratti¢e opplicable to charftles preparfng their accounts In accordance with the Financial Reporting Standard applicable in the UK and Republlc of Ireiand IFRS 1021 leffe¢dve ljanuary 20191. srRUCTUR¢ GOVERNANCE AND MANAGEMEKr Govèmlng document The charity is controlled by its governlryg documen( a deed of trusL and constitutes a limlted company, limited by guarantee, as defined by the CompanSes Act 21106. REFERENCE AND ADMINISTRATIVE DEfAIiS Reglstered Company number CE008248 {EngI￿d and Wale51 Re8tsiered Chxlty number 1169674 Re8lrterÈd office Farfeigh House Upharnpton Omberslev Worcestershlre WR90JP Tn￿$ fk. C D Wilklns¢*n Mrsw L Wilklnson Or.J G Wllklnson Mlss E Wilkinstsn Dr.Y Pygott M DTanser Mts G Edmonds Mrs A Love M￿j Tanser m￿ S Haths CompanySe¢retsry In*endent Exarnln Dave Perri80 FcCA￿A rk Accountancy An810 House wOr￿ster Road Sttyjrport Worcestershlre DY13 9AW Approved by order of the board of trustees on............................ . and slgned on Its behalf by: Page I mber Dr. C D Wllklnson-Trustee PaBe 2 Independent examinerf5 report tothe trustees of Th"è AnnaWSlklnson MockSnzblril Trust{'the Companv) I report to the charfty tnJstee5 on my examinatyon of the accounts of the Company f¢r the year ended 30 Septernber2020. R•sponslbllltle5 and bas150f rnport As the tharity's trustees of the Company land also its dlrectors for the purpose5 of company lawl you are responslble the Prepara￿on ofthe accounts in acrordance with the requlrements of the CompanSes Art 20061'the 2Q06Act'l. Havln8 satlsfled myself that the accoynts of the Company are not requlred to be audlted under Part 16 of the 2C#)6 Act and are e158lble for lrtdependent examlnadon, I report In respect of my examlnatlon of your tharfty's actounts as ¢arrled out under sethon 145 of the Charltles Art 2011 I'the 2011 Act'l. In carrylng out my examlnadon I have followed the Dlrectlons alven by the Charity Comm155lon underse¢tSon 145151 Ibl of the 2011 ACL Independeni examlner'$ statement I have completed my examlnadon. I conflmi that no matters have come to my attentlon In conneLtlon wtth th• examlnatlon 8lvln8 me cause to belleve- ¢¢ountln8 recwd5 were not kept In respect of the Company as requlred by settlon 386 of the 2t)06 A¢i' or the a￿ounts do not accord wlth those records,. or the accounts do not comply wSth the accountlng requlrements of sectton 396 of the 2006 Act other than any requlrement that the accounts a twe and falr vlew whlch 15 not a matter consldered as part ol On Independent examlnatlon; or the attounts have not been prepared In accordance wlth the method$ and prln¢lples of the Statement of Recommended Practlce for accountSn8 and reportln8 by tharltles lappllcable to charltle5 preparln8 thelr 4ccounts In accordance wlth the Flnan¢lal Reportlng Standard appllcable In the UK and Republk of Ireland IFRS 10211. I hwe no concern5 and have come auoss no other matters In connettlon wlth the examlnatlon to whlch attentlon should be Ilrawn In th15 report In order to enable a proper under5tsndlni of the actt*unts to be reached. Dave Perrlgo FCCA cfA ri Accountancy An8lo House Worcester Road Stourport Worcestershlre DY13 9AW Daie;....... i.i.J.i./...7.oi.I Pa8e 3 ent of Finan 30.9.20 Unrestrirted fund 30.9.19 Totsl funds Notes INCOME AND ENDOWMETrifs FROM Donations and le8acie5 4,962 17.991 Othertradlng acrivltles 19,490 Yotal 24,452 17.991 EXPENDITURE ON Raislng funds S395 2,249 13,493 3358 19.488 6207 NEf INCOME 4,964 IL784 RECONauATION OF FUNDS Totalfvnd5 broughtfonwzrd I￿,242 96.458 TOTAL FUNDSCARRIED FORWARD 113.206 108.242 The notes ft>rm part olthese financlal st*ements Paue 4 30.9.20 un￿strIcted lund 3a9.19 T¢)tsl funds Notes CURRENfASSETS Cash at bank 113.326 ILW.362 CREDITORS Amounts fallin8 due wlthln one year 11201 11201 NETCuRREI￿ ASSETS 113,206 108,242 TOTALASSEfs iESS CURReNT LIABIUTIES its,206 108.242 NETASSETS 113,206 108,242 FUNDS Unrestrlcred funds 113,206 108,242 YOTALFUNDS 113,206 108,242 The charltable company Is entltled to exemptlon Irom audlt under Sertlon 477 of the CompJnSes Acr 2006 for the ye•r ended 30 September 2020. The mernbers have not requlred the Company to obtaln an audlt of Its flnanclal statem•nts for th• ￿•r inded 30September 2020 In a¢¢ordance wlth Sertlon 476 of the Companles Act 2006. Tho trustees Kknowl•d8• thelr responslbllltles for ensurln8 that the charftable ¢ompany keeps a¢countlni records that comply wlth Sertlon$ 386 and 387 of the Companles Act 2CQ6 and prepadn8 flnanclal statements whkh 8lve a trlte and falr vtew of the stats of •ff8lrs of the charftsble company 4s at the end of e8ch flnanclal year and of Its surplus or deflclt for eath financlal year In ?ccordance wlth the requlrements of Secttons 394 and 395 and whlch otherwlse compty wlth the requlrements of the C<¥np•nles Act 2006 relatln8 to flnancial statements, so faf as appllcable to tht charltabl• ¢ompany. Ibl These financlal ststements have been prepared In accordance wlth the provlslon5 appllcable to charltsble companle5 subJ8rt to the small companles re8lme. The flnandal ststements were approved by the 6oard of Trustee5 and •uthorlsed for 15sU• and were 518ned on Its behallby., C D Wllklnson-frustee The notes form part ofthese financlal statements Pa8e 5 e Flnan Ended AccouKfiNG POUCIES Basls of p¥èparfnB thefinanclal staten￿Trts The financial statements of the tharitable wmpany, which 15 3 public benefit entity under FRS 102, have been prepared in acmrdance with the Charitles SORP IFRS 1021 'Attountln8 and Reporting by Charities.. Statsment of Recommended Practice appllcable to charltles preparing their accounts in a¢cordance with the Finandal Reporting Standard applicable In the UK and Republic of Ireland IFRS 1021 leffertive l January 20191,. Financial Reporting Standard 102 The Flnandal ReportSnR Standard appllcable In the UK and Republlc of Ireland, and the Companies Art 21)J6. The financoal ststements have been prepared underthe hlstorfcal cost conventlon. Income All Income 1$ re¢ognised in the statement of Financial Actlwtie5 once the charity has entit￿ment to the funds. It Is pmbable thatthe income will be received and the amount can be measured rellabty. Expendityre abilitie5 are reco8nlsed as expendtture as socffi a5 there Is a I￿al ￿ constructivè obllgathn ¢ommlttlng the charity to that expenditure, it is probable that a transfer of economic benefits wlll be requlred Sn settlement and the amount of the obligatlon can be measured reliabty. Expenditure 15 arrounted for on an accruals basls and has been classified under headings thot aggregate all cost related to the cate80ry. Where costs cannot be dirertty aitributed to partJcular headln85 they have beèn allocated to activltles on a basls consIst￿t wlth the Use of resour￿. Taxatlon The charity Is ￿emPtfroM corporatlon tax on its tharitable acdVI￿e5. Fund Unre5tri(ted lunds can be used In ￿e0rdance with the charftsble oblectlves atthe discretion of the trustees. Restrlcted funds can onty be used for parkn¢ular restrirted purposes within the objerts of the tharlty. Re5trf￿nS arf5ewhen speclfied by the dcnor orwhen funds are ralsed for partlcular restrlcted purposes. Further explanatton of the nature and purpose of each fund Is Induded In the notes to the flnandal statements. OTHER TRADING ACTIVITIE5 30.9.20 30.9.19 Fundralslni events 19,490 Pale 6 ¢ontlnued... Fin nts- KALSING FUNDS R￿51￿ donatlonsand le8ades 30.9.20 30.9.19 5uppart costs 524 TRUSTEES, REMUNERATION AND BENEFITS There wer• no trustee5' Temuneratjon or benefits for the y ended 30 September 2020 nor for the ar ended 30September 2019. Tntyiees, exp•ni•s re w•r• no tntyiee< expenses pakl fly the year ernled 30 September 2020 nor ffK the year ended 30 September 2019. COMPAPATIVES FOA THESfATEMENf OF FIPW4CIAiACTMYIES Un￿$¢￿tted fund INCOME AND ENOOWMENTS FROM Donarlons and le8a¢le5 17.991 EXPENDITURE ON Ratsln8fvnds 2,249 Other 3.958 Total 6,207 NET INCOME IL784 RECONCIUATION OF RINDS T¢)tsl fvnds Wforn•rd 96,458 IOTAL FVND5 CARRIED FORWARD IC*,242 Pw7 Con￿nu¢d.,. In ber202 CREDITORS: AMOUNTS FAWNG DUEWtrHIN ONE YEAR 30.9.19 120 mOvEMEP￿ IN FUND5 Net In fi￿￿1$ 30.9.20 Unrestrttted funds Gener￿ fund 11*242 I￿,206 TOTALFUNDS l(B242 4.964 113.206 Net movement Sn funds, Induded In the abtrrt are as follry* IrKomlr Infvnds Unrnstrlrted lunds General fund 24,452 I￿,488) 4J64 TOTAL FUNDS 24452 I￿,488> 4J64 Net movement in fvnds At LIQ18 30.9.19 General fund IL784 l(W.242 TOTALRINDS 96.458 11.784 I￿.242 CoMparn￿ve net M￿rn￿ent in funds. induded in the ab￿￿a￿#S fdlcw Incornire Resour￿ m￿￿ent resources eX￿ded Infunds Unrestylctedlunds General lynd 17.991 16.2071 IL784 TOTAL FUNDS 17.991 16.2071 IL784 ¢On￿nUed... Finand I nuèd mOVEMETr￿ IN FUNDS- contlnued A ¢urrentyear 12 months and prioryear 12 months combined posltlon Is as follows: Net movement In funds At 1.10.18 At 30.9.20 Unrestrlcted funds General fund 96,458 16,748 113.206 TOTALFUNDS 96,458 16,748 113,206 A current ￿ar 12 months and prfor year 12 months t￿bined net movement In funds. Included In the above are as follows: Incoming resources Resources expended Movement In fund5 Unrestrlrted lunds General lund 42,443 125.6951 16,748 TOTAL FUNDS 41443 125.6951 16.748 REiATED PARTY OISCLOSURES There were no related party transartionsfwthe year ended 305eptember2020. Pa8e 9 3Q9.20 INCOME AND ENOOWMENTS Donallons and logades Donations 4,%2 17.991 Fundralslng events 19.4 Totsl Inomtni resoufryj 24.452 17,991 EXPENDITURE Purchases Event eosts 579 1,227 5,107 5,471 Cost of glft days Donatlons toothercharMes 8.493 3.958 13A93 3,958 SupportcoAs Manag•m•nt Postage and staUMery SundAes 47 107 Donatlon fees 216 216 Accountancyf8•5 120 Total resources &xpended 19.488 6,207 14•tln¢sM 4.964 IL784 Thts page notfum wt ofthest•tuwflnandal statwnents Page 10