## **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
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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 (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** EalSTWI COldPAMY IIUhlB&* CM(m48 ￿rylaNd aThl Wal#) REGISTEIIED CHARITY NUMBU. 11W674 Umudknl Fth entslortho Ended ThoAn Anglo Homo m3gAW Th An Vlllklnson who arn thi of the for of tho Compnl05 Art prffonl Ilwtr Thport wlth tho ststemonts ol tho El• l•r tho yev Mded 30 Septwbor 21M Tho hwo adopknl tho pro¥tsloM of A￿u￿11￿￿ by Slalemenl of Rowmmondod Prnrlko 8ppIIEablp ta piepm thdr armuidl In awithnto tho Ftt￿n￿ Rryorung appii&*lo In tho UK •id IWbll¢ Of lrfandlK102lle11th1 STrUETUP4 8OVEBNANCE AND laANA8alENT eovttnlng Tho ¢h<y Is cothlle41 by tt3 goveThlry doullnwrt, a d•ed ol lrt Md MMtllule8 a knll•d Ilmned by guaAntw ￿ dollnod bylho Comp8nloB alJO. nEF￿NCE AIID ADMIMmRAIivE DEfAtLS Rwered Company numbor CWIW48qEn8kndand Wth) Rrylsleyed la•rfty nunthor 11W4 Farfolgh Howo Uphamplon Dr. C D Wltklnwn W I Wllklmon Dr. l Q Wllk[n￿n MknEWt Dr. Y Thgott DTan G EdmondB lavo Davo Prto T2 Aleounlanry Aftglo Kou or*Road Stswyort DY13 VJW Approvod by•Jthrottho alInAt￿•Th Zl %IAand Ilned on Its bthall br. An WtlklMn rthoy 8OA.24 Unrntslclod Tatsl d8 IMcopaE AND EtIDOWIIEKIJ FROM Donaknmand IW 43n EXPEMDITURE OM 118tslllg funts KET IN£OMEIIEXPEIIDriu IKcoNctUATIOM OF FUNDS To1al lunts broushl lom 1ZI2PA TOTALFIIND% CAMIED FORWARD 1ai144 Ihg #Wygnt year not 9q￿al to tho14rn Mylod forwad by lh• end ol knl year. Pl938• yow P￿1￿ Totsllunth BrnuMtttlorn¥d. g 120384 12V64 14144 121144 Dlffmneo Pmt to WAIAtlwrt 018￿￿￿tsI0rlWlbIrdats AttOIIWllMG PQUCI The IInanf￿ 8IRlemfflts of tho ehthobb eollwny, whlth b a pNbll¢ knnofft ffltlty andqr K 101 Imva been pr* In 8w)thte vlth tho SORP 11)21 'AttounUftB Ilepartlw by Clmllk Ststunent of R8iommend8d Prn¢itse 8ppIIrnbkn lo pwafnB thetr aKounts In awrtsnco vthh Iho Hnangkl Rworttng Stsndarf appl1￿￿0 En the UK and HopubUÉ ol Ir*nd 11r21 leff8th 1 2019J', Fln8nthl Qrllng stand￿ 102 Tha FbFanEkl Slanthl tho UK and Wublll ol Ire*nd' and Iko AU Inmma b tho SlalBawrt ol ARthnla8 onM tho ch•lty Im artlupment kn tho It Is prnbabblhal th• Inwmo wlll bo theamounl Ian bo a￿￿jAd relkbty. Uabllltt8s r8pJgnlwd thffo ts a l•1 or to*clln ob*n tafflmttung the tkntty to tIMt expendltllN 11 b prnlmble thal a Irmlw of eMnoml¢ bonefits ¥rtll b8 r4ulrnd In $8ll18nwnl and the amount ol tho obtwlon can bo measurnd rnlkbty. Expendltsrn ts 8eeounted for on an and IMS cknllted under Ilmt au ￿811￿ to tho *ory. Wharo ¢￿ts Artnot be attslblltsd to hoadlnp thay 8l*¢aled lo ethlllth on a tonthlfflrt wllh thg Taxathn Fund ILethlcltsrn arf* when 4eellted bytho donoror fundsamrnknod for p•llcthrntslthd puypow Further ol Iho nakne aml al lund b Indudod In Iho nokn lo thp lthan*l fjAIIMq FUNDS P4Wng donaltom aNI Io ort¢0 618 Mnllnued_ Tha Anrn WtIll￿n raEDITOA* AIIOUIIIS FAWMG DUE IvriiiiN OME YIAR aOA23 OVUAEiif IM FUIIDS Al 80924 nth TOTAL FUMDS 120,5971 Nol movomonl In lun4 IndHded lftlh•obovowgaloloTA' In￿mIng Vaovamenl Generd fund TOTAL FIIMDS Compffitrmfor movomeThl IAluRds movemonl In lun Ilftrnthclodlunts Qollornl fund 4a8B) 14144 TOTAL FIIIIDS 14144 Compar8U¥8 n6t movmne￿ InElllded In theabm ffo a%follow% Incomlnj Ilffjourc sorn ewanded 115186) TOTAL FIIHDS 5J30) Njnlinued. 8Q124 INCOIIEAMD ENDOWAIENTS Don3tlornonJ l* 48n Talal Intomlry rnwur 43n EXPEIIDilliRE 74 11 14376 Donathrnto other 11376 S￿￿Orte0￿ts and IqAII Total rn30rn opended 19.684 (W97) ￿1￿) Thbpago does nol forn p8rt olthoslalulory IIMnthlthm8nts