2024-09-30-accounts

Trustees’ Annual Report for the period

From 01.10.2023 Period start date To 30.09.2024 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, 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 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. We now aim to provide 2 treats/month.

Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	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. 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. In this period we have not carried out a major fund raising event, although we continue to plan for future fund raising and have regular contributors and donations to 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 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. We have increased the number of referrals that we have accepted. We have reviewed and updated our referral process to increase the momentum that we have achieved. We have achieved our target of 2 treats/month

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	£99,667
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

– 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) Christopher David Wilkinson Position (eg Secretary, Chair, etc)[Chairman of Trustees ] Date

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