## ## ## ||S O R P|| |---|---|---| ||r e f e r e n c e|| |Summary of the|Para 1,17|The objects of the CIO are| |purposes of the charity||| |as set out in its||To relieve the needs of young people in need by| |governing document||reason of acancer diagnosis within the UK and their| |||families, by providing them with opportunities that| |||they may not otherwise be able to achieve| |Summary of the main|Para 1.17 and
1 . 1 9|The charity exists to provide young people with the| |activities in relation to||fnancial and organisational means to experience| |those purposes for the||events and experiences that may ease the burden of| |public beneft, in||the life limiting illness or condition that they are| |particular, the activities,||experiencing.| |projects or services||| |identifed in the
a c c o u n t s .||With the help of the relevant health care| |||professionals, we aim to identify| |||young people who have acancer diagnosis and offer| |||them the chance to experience atreat such as afne| |||dining experience, theatre trip, sports event etc which| |||we hope will relieve them of some of the burden of| |||suffering that they must endure, at least for ashort| |||t i m e .| |||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| |||c o n t i n u e s t o i n c r e a s e .| |Statement confrming|P a r a 1 . 1 8|The charity trustees have regard to the commission's| |w h e t h e r t h e t r u s t e e s||public beneft guidance when exercising any powers| |have had regard to the||or duties to which the guidance is relevant.| ## ||S O R P r e f e r e n c e|| |---|---|---| |||During the year, the charity has successfully| |||continued fund raising and has built upon our| |||secure fnancial footing to continue the process| |Summary of the main|Para 1.20|of helping young people with acancer| |achievements of the charity,
identifying the difference the
charity's work has made to
the circumstances of its||diagnosis, as described above. In this period we
have not carried out amajor fund raising
event, although we continue to plan for future| |benefciaries and any wider
benefts to society as a||fund raising and have regular contributors and
donations to the charity.| |w h o l e .||| |||We c o n t i n u e d t o u s e t h e r e f e r r a l c r i t e r i a w h i c h| |||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 our main provision of| |||treats have been trips to theatres, sports| |||events and concerts etc for our target| |||population.| |||We have held regular trustee's meetings for| |||which minutes have been kept.| |||We have kept accurate account records which| |||have been independently examined.| |||W e h a v e i n c r e a s e d t h e n u m b e r o f r e f e r r a l s| |||that we have accepted. We have reviewed and| |||updated our referral process to increase the| |||m o m e n t u m t h a t w e h a v e a c h i e v e d . W e h a v e a| |||plan in place to increase our target to at least 2| |||treats/month| ## |Review of the charity’s|Para 1.21|S e e a c c o u n t s| |---|---|---| |fnancial position at the end||| |of the period||| |Statement explaining the|Para 1.22|The charity will review its ability to fund future| |policy for holding reserves||activities when its cash reserves reach £10,000| |stating why they are held||o r l o w e r| |Amount of reserves held|Para 1.22|£120,264| |Reasons for holding zero|Para 1.22|n / a| |r e s e r v e s||| |Details of fund materially in|P a r a 1 . 2 4|N o n e| |d e f c i t||| |Explanation of any|Para 1.23|N o C o n c e r n s| |uncertainties about the||| |charity continuing as agoing||| |c o n c e r n||| ## |Description of charity’s||| |---|---|---| |t r u s t s ;||| |Type of governing document|Para 1.25|C o n s t i t u t i o n| |(trust deed, royal chartei;||| |How is the charity|Para 1.25|Charitable Incorporated Organisation| |c o n s t i t u t e d ?||| |(e.g unincorporated||| |association, CIO)||| |Tr u s t e e s e l e c t i o n m e t h o d s|Para 1.25|Appointed by aresolution passed at a| |including details of any||properly convened meeting of the charity| |constitutional provisions e.g.||t r u s t e e s| |election to post or name of||| |any person or body entitled||| |to appoint one or more||| |t r u s t e e s||| ## ## |Charity name|The Anna Wilkinson Mockingbird Trust| |---|---| |Other name the charity uses|| |Registered charity number|11 6 9 6 7 4| |Charity’s principal address|Farleigh House| ||Uphampton| ||Ombersley| ||W o r c e s t e r s h i r e| ||W R 9 O J P| ||T r u s t e e|
n a m e|Offce (if any)|D a t e s a c t e d i f n o t f o r w h o l e
y e a r|Name of person (or body) entitled
to appoint trustee (if any)| |---|---|---|---|---|---| |1|C h r i s W i l k i n s o n||C h a i r m a n||| |2|Wendy|Wilkinson|||| |3|J e s s i c a|W i l k i n s o n|||| |4|E l i z a b e t h W i l k i n s o n||||| |5|Yvette|Pygott|||| |6|M a r k T a n s e r||||| |7|G i l l E d|m o n d s|||| |8|A l i s o n|L o v e|||| |9|||||| |1 0|||||| |11|||||| |1 2|||||| |1 3|||||| |1 4|||||| |1 5|||||| |1 6|||||| |1 7|||||| |1 8|||||| |1 9|||||| |2 0|||||| ## |Funds held as custodian trustees on behalf of others|Funds held as custodian trustees on behalf of others| |---|---| |Description of the assets|N o n e| |held in this capacity|| |Name and objects of the|N o n e| |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|| |a s s e t s|| ## ## ## ## ## ## ||Signature(s)|| |---|---|---| ||Full name(s)|Christopher David Wilkinson| |Position|(eg Secretary,|C h a i r m a n o f Tr u s t e e s| ||Chair, etc)|| ||D a t e|| ## ## ## ## ## ## ## ## ## |||3 0 . 9 . 2 3|30.9.22| |---|---|---|---| |||Unrestricted|Total| |||fund|funds| ||N o t e s|£|E| |INCOME AND ENDOWMENTS FROM|||| |Donatiuns and legacies||4,328|4,778| |Other trading activities|2||93,388| |To t a l||4,328|98,166| |EXPEHOrrURE OH|||| |Raising funds|3|2 8 8|65,942| |Other||19,376|5,675| |To t a l||19,664|71,617| |NETINCOME/(EXPENDITURE)||(15,336)|26,549| |RECONCILIATION OF FUNDS|||| |Total funds brought forward||135,480|108,931| |IUIAL FU NUS CAKKIkU FUK WAKU||12U,144|13!),48U| ## ## |||30.9.23|30.9.22| |---|---|---|---| |||U n r e s t r i c t e d|To t a l| |||fund|f u n d s| ||N o t e s|£|£| |CURRENT ASSETS|||| |Cash at bank||120,264|135,600| |CREDITORS|||| |Amounts falling due within one year|6|(120)|(120)| |NET CURRENT ASSETS||120,144|135,480| |TOTAL ASSETS LESS CURRENT LIABILITIES||120,144|135,480| |NET ASSETS||120,144|135,480| |FUNDS|7||| |Unrestricted funds||120,144|135,480| |TOTAI FliNn.S|||I3>i4fn| ## ## ## ## ## ## ## ## ## ## ## ||||Unrestricted|Unrestricted| |---|---|---|---|---| ||||fund|| |||||£| |INCOME AND ENDOWMENTS FROM||||| |Donations and legacies||||4,778| |Other trading activities||||93,388| |To t a l||||98,166| |EXPENDITURE ON||||| |Raising funds||||65,942| |Other||||5,675| |To t a l||||71,617| |NET INCOME||||26,549| |RECONCILIATION OF|FUNDS|||| ||||4|o n
0 9 4| |l U i a i
l u i i u o
M i w u t ^ i u|l u i|v v a i u|I|V
U
t
O
U
l| |TOTAL FUNDS CARRIED||FORWARD|135,480|| ## ||||||30.9.23|30.9.22| |---|---|---|---|---|---|---| ||||||£|£| |||Accrued expenses|||120|1 2 0| |7|.|M O V E M E N T I N F U N D S||||| ||||||M|| ||||A t||m o v e m e n t|A t| ||||1.10.22||in funds|30.9.23| ||||£||E|£| |||Unrestricted funds||||| |||General fund|135,480||(15,336)|120,144| |||TOTAL FUNDS|135,480||(15,336)|120,144| |||Net movement in funds, included in the above are as follows:||||| ||||4 n « « n i m i n r f||A a c n i i v n a c|I M n u a m a n 4| |||||a||| ||||r e s o u|r c e s|expended|i n f u n d s| ||||£||£|£| |||Unrestricted funds||||| |||General fund|4,328||(19,664)|(15,336)| |||lUtAL I-UNDS|||(19,664)|(16,336)| |||Comparatives for movement in funds||||| ||||||N e t|| ||||A|«||i
l
4| ||||||i i i t u v c i i i c m|| ||||1.10.21||in funds|30.9.22| ||||£||£|£| |||Unrestricted funds||||| |||General fund|108,931||26,549|135,480| |||i u i a L i - u n u s|103,931||26,649|166,46U| |||Page 8||||continued.| ## ||Incoming|Resource|M o v e m e n t| |---|---|---|---| ||r e s o u r c e s|expended|in funds| ||£|£|£| |Unrestricted funds|||| |G e n e r a l f u n d|98,166|(71,617)|26,549| |TOTAL FUNDS|98,166|(71,617)|26,549| |Acurrent year 12 months and prior year 12 months combined position is as follows:|||| |||N e t|| ||A
«||A
*| ||n
t||n
i
i| ||1.10.21|in funds|30.9.23| ||£|£|£| |Unrestricted funds|||| |General fund|108,931|11,213|120,144| |TOTAI FIJNin.S|10«,931|11 213|120,144| ||Incoming|R e s o u r c e s|M o v|e m e n t| |---|---|---|---|---| ||I l f f O V M I b C M|O A I J C I I U C U|I l l|l U l l t i O| ||£|£||£| |Unrestricted funds||||| |General fund|102,494|(91,281)||11,213| |TOTAL FUNDS|102,494|(91,281)||11,213| ## ## |or the Year Ended 30 September 2023||||||| |---|---|---|---|---|---|---| ||30.9.23|||3 0 . 9 . 2|2|| ||£|||£||| |INCOME AND ENDOWMENTS||||||| |Donations and legacies||||||| |Donations|4,328|||4,778||| |Other trading activities||||||| |Fundraising events||||93,388||| |Total incoming resources|4,328|||98,166||| |EXPENDITURE||||||| |Other trading activities||||||| |n . .|||||●f|n e| |I U l
u i f « > o « i o||■
t|||■|| |Event costs||||65,334||| |||11||65,530||| |O t h e r||||||| |Cost of gift days|14,376|||5,675||| |Donations to other charities|5,000|||||| ||19,376|||5,675||| |Support costs||||||| |Finance||||||| |||C -|i|||* 7 C| |u u i i n
u i i u i y c r o||V|I|||I
W| |Other||||||| |Donation fees|2|1 6|||2|1 6| |G o v e r n a n c e c o s t s||||||| |Accountancy fees|||||1|2 0| |Total resources expended|19,664|||71,617||| |Net (expenditure)/income|(15,336)|||26,549|||