## **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| |---|---|---| ## **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** Arylo Hau Ly￿ 9AW I to 2 Indepwd*rt Examth Wort Note5tothePthndplSlalwnerts 6 to 9 Oetslledslatem￿rofRnart￿alAC1mU The ljustees t*tho a15ts drectors ol the for the purpw of fv Cfympan￿ Art westrt thetr rewt prwthi thqlr at£ourrt5 In attordance wlth the Fln3ndal Re￿￿￿¥ Stsndard ¥w￿rable tn ts UK and R•pubk of ￿d￿Red byth Ctynpan1¢5kt2(A CEOtW248 IErr41ond W*51 1169674 Farfth8h Howe WR90JP Dr. C DWlknr6on MtsWL Wwnson Dr.JG 14Vllkln%m M&sE WIW￿l)n Dr. YPwtt M DTaMer MrsG Edmor MtsA Love P•&¥JTanser Mrss Harrts r2 Accounts House WorcesterR•ad Stourwt I lry+)rd¢r0ftr*bowdoftrustee5￿ IIAty2023aTKI sfy*d ohltsbth31fby. . CDIMlkln50n-Tr4Ste& t*rnmffjt ltsl th• Wv• • IJR• Olld l* Tth fhtr* b wl ol *b ryart Dnimw Z5/¥1_ c,,.. >)S.21 D0naW(rt￿dlWes 113161 EXPENIIIIUKON fvnd5 65J42 L014 Sh75 71617 14275) Total fvndsbroughtfrTh¥w IIJV31 14206 iIX931 3a9.21 Totsl CURRENT ASSETS Cash KbJr* 109.051 ¢HE(*foRS ts201 NETCURRVnASSflS I￿￿31 1(¢931 TOTAIFUNIIS IW31 The c•mpany h enthd towfflpdun from undor Seth 477 of the Art 21>J6 for thB ) erthd 30Septernb*2022. Th• members not rery4red tr* r•rry to obtsin an •Jdit of lis Ilrwidal ststements for year ended {a) en5UrtnB that the itharfiable company #¢o￿tIng that ompty t•Ath 386 and 387 01 tr c￿￿PanIesACt1(￿and ib) wepartng fI￿R￿ s>tements T*hlth Ove a tn* Ind t3tr¥W otthe stste of affalrs ofthe th4rttth (4)mpany 5 at the end of Èath fthandal year and of M5 surphss or deftdt lor each flnanclal year In tt requlwEments of Sed10￿ 351 395 and wlth atheNAse compty wlth the wutrements of tr* Cmpanles The flnandl ststemEnts wort apprMd ty the Bojrd ¢fTntstees and authwW for L￿• on 11 2023 ar￿ ned ¢Jn Etsbèhalf *. CDWlklnywb.Tn The notes lom)partof1tr*5e fin8￿￿151¥teTh￿ts PKeS Tr* Itnandal St&t￿ents of thE d￿￿￿ts1O ¢(mpany. whlth Is a beneftt endty under FRS 101 beqn prep3rnd kn accordan￿ wlth the Chart¢Ees SOAP IFRS 1021'kcounflft8 and Reportift8 by CJ*èrftf•&' Sl•tefflenl of Rec0mrn￿ PrxttL¥ applI￿￿e to dwrfues p￿￿t￿g thetr 8(tounts In wlth the Flnand81 AepDrtln8 Standard appwle In the UK Republk of knl•NI (FBS 1021 leffelthe l January 20191,, Flnandal RepNdnA Stsftdard 102 Tr Reportln8 Stsndard Epplkable In the UX RepuLqk oftrdanrf ard the All Income Is ret￿n￿ In Stotwrtnt of FtnarKlal fyi¢e th• tharfty to ts fvn Itbwobable thatthe Ir¢come*lDbe re￿•dand beM￿y￿re1￿I￿. Uabllltles ￿ retwLsed as eypenthwE a5 the￿ Is a lyl or C•1￿1￿￿ oblW¢m commftlin8 thè dlre£ty aibibuted to partlwlw l*athngs be￿ alkJcated to ac1141Ues on • bwls con5t5ttnt wlth U5eufwour Unfvstri¢ted fvrdscan be u*dln acmrd#ncèTNlththe thrftsIAeobltCtives •ithedh¢rrflwofthe tr￿(4#. Funhw explanallan of the puw of Èath lurtd Is tn the notes to tr* fln￿￿11 30S22 30S.21 IL3161 (onunutd... RA1S114G FUNDS 30A Suppartct7 412 336 Therp wqre no Iru5tee5' ￿￿￿neratIon w ottthr I>￿*￿4 for th• y•ar 30 Sqpt•nber 2012 nw lor ts vurended ￿sep￿mber 202L Thern were no tn￿1•￿. expwue5 pld Ivr Ihe yèar •nd•d 30 Stytembtr 2022 lor th• y4ir enthd 30Septomber202L Donatlonswsd l•pd Otherkndkw Totsl tn8funds Lo ¢)th•r NEfipicoMVIEXPENDmiRE) 3751 IIECONauATnN OFAINDS Totsi tundsbrou8htfor4var Its.206 10&931 con*rK*d.- 30.9.22 30J.21 120 LIIL21 Infw GÈner41fvRd IW931 26W 135J80 YorALFUNDS I￿,931 lftcomlnl Mo¥ement lThlwK G￿ernI lund 17L6171 2&549 TOTALFUN 166 17L6171 26 IA funds 3Q9.21 6￿01 fund (4275) 31 TOTALFUNDS 111206 14,2751 W31 C4mpaiath* netmo•emertln tnthded Inthe •btr4e èrea5follwx Incomt Resources M¢yMnent knfwKIs Ge￿rOllUThd lQ798) 142751 YOYAL FUNDS 147981 14.2751 fflo4ement 30S22 Unv¢s1rftt4dfvnds Gerffil fund 113306 21274 TOTALFVNDS 22.274 *fdl Infufids Ge￿alf￿ l(ll689 17&415) 21274 TOYAL FVNDS 22374 30S.22 3OS2J INCOMEAND ENDOWMENIS 39 IL3161 9&Sfj6 2J23 14Jrchases E¥enlfosts 65334 6*530 678 Cwtgfeftdayj 5*75 Oankthary 216 216 Totsl resouweypwded 7L617 798 24549 14275) 1th1od oul l*JoD ql thg Im1 ¥)11 W ID orA mw •xathllM I DY189AW f/1120;ZS