Trustees’ Annual Report for the period
From 01.10.2021 Period start date To 30.09.2022 Period end date Charity name: The Anna Wilkinson Mockingbird Trust
Charity registration number: 1169674
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the CIO are To relieve the needs of young people in need by reason of a cancer diagnosis within the UK and their families, by providing them with opportunities that theymaynot otherwise be able to achieve |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
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. With the help of the relevant health care professionals, we aim to identify young people who have a cancer diagnosis and offer them the chance to experience a treat such as a fine dining experience or theatre trip which we hope will relieve them of some of the burden of suffering that they must endure, at least for a short time. With the help of the relevant health care professionals (HCPs), the charity has provided more trips and evenings out to young people in need than we did last year, and the number of referrals continues to increase. |
| Statement confirming whether the trustees have had regard to the guidance issued by the |
Para 1.18 | The charity trustees have regard to the commission's public benefit guidance when exercising any powers or duties to which the guidance is relevant. |
| Charity Commission on public benefit |
https://www.gov.uk/government/publications/public- benefit-the-publi-benefit-requirement-pb1 https://www.gov.uk/government/publications/public- benefit-runninq-a-charity-pb2 https://www.gov.uk/government/publications/public- benefit-reporting-pb3 |
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|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the year, the charity has successfully continued fund raising and has built upon our secure financial footing to continue the process of helping young people with a cancer diagnosis, as described above. We have regular contributors and donations to the charity. In June 2022 we held our second charity ball, which was a great success both in terms of fund-raising and raising awareness of the charity. We continued to use the referral criteria which have been approved by health care professionals. We have worked together with our referrers and have continued to accept referrals for items such as IT equipment, gaming stations etc, but since covid restrictions have been relaxed,we have been able to |
provide more trips and treats for our target population. We have held regular trustee’s meetings for which minutes have been kept. We have moved back to face-to-face meetings since covid restrictions have been relaxed. We have kept accurate account records which have been independently examined. We have consolidated the number of referrals that we have accepted. Next year we plan to review and update our referral process to maintain and increase the momentum that we have achieved.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See accounts |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | The charity will review its ability to fund future activities when its cash reserves reach £10,000 or lower |
| Amount of reserves held | Para 1.22 | £135,600 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No Concerns |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed by a resolution passed at a properly convened meeting of the charity trustees |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | The Anna Wilkinson Mockingbird Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1169674 |
| Charity’s principal address | Farleigh House Uphampton Ombersley Worcestershire WR9 0JP |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Chris Wilkinson | Chairman | |||
| Wendy Wilkinson | ||||
| Jessica Wilkinson | ||||
| Elizabeth Wilkinson | ||||
| Yvette Pygott | ||||
| Mark Tanser | ||||
| Gill Edmonds | ||||
| Alison Love | ||||
| Janine Tanser | ||||
| Sara Harris | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
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) Date
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