CHARITY COMMISSION FOR ENGLAND AND WALES Trustses, Annual Report for the perlod From 01.10.2024 Poriod start dato To 30.09.2025 Perlod and dalo Charfty name: Th• Anna Mlkln8on Nlocklngblrd Trust Charlty r•gl8tratlon nurnb￿. 1169674 ObJectlva8 and Actlvltlos Summary of the purposes of tha charlty as set out In Its govemlng document Porn 1.17 Thé objects of the CIO are To relleve the needs of young people In need by reason of a cancer d148nosls wlthln the UK and thelr famllles, by provldlng them wlth opportunltles that th ma not otherwlse be able to achleve Thè charlty exlsts to provlde young people wlth the flnanclal and organlsatlonal me•ns to experlen¢e •vents and exporlen¢e$ that may ease the burden of the Ilfe Ilrnltln8 Illness or condltlon that th•y are experlenclrq. Summary ofthe maln aCt￿lI6e$ In relatton to th088 purp08e8 for the publlc beneflt, In partlcular, the actlvlUe8, projects or 8er¥lce8 Identlfled In ttr 8¢(x)unts. Poo 1.17 and 1.19 Wlth the help of tho r•l•vant h•alth care professlonals, we alm to identlfy young people who have • cancer dla8nosls and offer them the chance to experlence a trelt such as • fin• dlnlfii experlence, theatre trlp, sports event •t¢ whlch we hope wlll relleve them of sorne of the burden of sufferln8 that they must endure, at least for a short tlrne. Wlth the help of the relevant health care professlonals IHCPs}, the charlty h•$ provlded more trlps and evenlng5 Out to young people In need than we dld last year, and the number of referrnls contlnues to Increase. We now alm to provld• 2 trèats/month. Ststsment confinning whether the trustees have had regard to the guldance issued by the Charity Commission on public benefit P4r8 1.18 The charlty trustees have regard to the commission's public benefft guidance when exerdslng any powe OT duties to whlch the guidance 15 rèlwmnt. htt benefit-the- ov.u overnment ublications ubli-benefit-re uirement- bl htt ov.u overnme benefit-runnin -a-charit - b2 blications ublic- ov.uk ortin b3 overnmen ublica blic- benefit-re Addlllonal Informallon (opthnal) You ma choose to includ8 further statsm8nts where relevant about: SORP PBrn 1.38 Polw on grant maklng P8rn1A8 Policy on social investment Includlng program related investment Parn1 Contrlbutlon made by volunteers Achievements and Perfomiance Durlng the year, the charlty has successfully contlnued fund raisin8 and has built upon our secure financial footing to ¢ontlnue the process of helplng young people with a cancer dlagnosts, as described above. In thls perfod we have not carried out a major fund raising event although we ¢ontlnue to plan for future fund ra￿1n8 and have regular contrlbutors and donatioTrs to the ¢harfty. Summary of the main achlevements of the charlty, Identifw'ng the difference the charfty's work has mad8 to the circumstsnces of Its benefiriaries and any wider benefits to society as a whole. Para t20 We ¢ontlnued to use the referral crlterla whlch have been approved by health care professionals. We have worked together with our referrers and have ¢ontlnued to accept referrals for Items such as ￿ equipment, garning ststions et¢. but our main prOv￿10n of treats have been trips to theatres, sports events and concerts etc for our tsr8et populati(¥n. We have held re8ulartruste¥s meetlngs for wht¢h mlnutes have been kept. Wè 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 ow referral process to increase the momentum thatwe have athieved. We have a¢hleved our tsrget of 2 tr￿ts/mOnth Addlth>nal Infomiatlon (optlonal) You ma choose to include further ststements where relevant about: Achlevements agalnst objectives set Pwo 1A1 Perfomlance of fundralslng activities agalnst objectives Parn1A1 Investment perfoman( against objectives Parn 1.41 Other Financial Review Revlew of the chaws financial position at the end ofthe erfod ststement explalnlrvJ the pollcy for holdlng resep ststing why they are held Amount of reserves held Reasons for holdlng zero reserves Detai15 of fund matedally in deficlt Explanatlon of any uncertainties aboui the arity continuiThJ as a g)ing Concern Parn121 See accounts Para 122 The charity wlll revlew Its abillty to fund future activities when Its cash reserves reach £10,000 or lower £99,667 Parn 122 Pam 122 Parn 124 Parn 1.23 No cOn￿mS Addltlonal Infomiallon (Opllonal) You ma choose to indude further state￿￿nts ¥h￿re relevant about: The charitys principal sources of funds (induding any furKlralslng) P8rn1A7 Inveslment pollcy and objectives including any sodal Invesknent pollcy adopted Pwa 1.46 A des¢rlpJon of the prfnclpal risks facing the charity P8ra 1.46 Structure, Governance and Management Descrip￿On of charltys trusts: Type of goveming document trust deed ro al charter How is th8 charity constituted? (e.g unincorporated associalion, CIO Trustee selectlon methods Includlng dets51s of any constltutlonal provlslons e.g. electlon to post or name of any person or body entl￿ed to appolnt one or more trustees Para 125 ConstltLrtlon PWJ 125 Charltable Incorporated Organlsab'on Parn125 Appolnted by a resolutlon passed at a properly Ixirwened meetlng of the charity trustees Addltlonal Inlomiallon (opllonal) You ma choose to Include furth8r Statements where reEevant about: Pollcle8 and procedure8 adopted for the Inductlon and tralnlng of trustee8 PArn 1.51 The charltrf8 org8n18atlonal 8tructure and any wlder network w5th whlth charlty works P•r• 1J1 Re18tlonshlp wlth any rdated partle8 Parn 1.61 other Refernnco and Admlnlstratlvo detalls Chari name Other name the charl Istered cha number Charlvs prlnclpal address The Anna Wllklnson Mockln blrd Tru8t 1169674 Fadeigh House Uphampton Ombersley worceSte￿h1re WR9 OJP Names of tho charfty tru8t•es who manage the charlty Dat•s actod If not for ¥thol• offl￿ Ill•ny) Nam• af p•rnon {or •nlltlod Inttru¥ts• Ila Chris Wllkinson Chairman Wendy Wllkln$on Je5sl¢a Wllklnson Ellzabeth Wllkinson Yvette IWtt Mark Tanser Glll Edmonds Allson Love 10 11 12 13 14 15 18 17 18 19 20 Cor rate tru8t808- name8 of the dlrector8 at tho dato tha Dlr•ctor nam• wasa roved Name of tru8teo8 holdlng tltle to propety belonglng to the charfty Dats• •ct4d Wnot lor*1M￿O Funds held as custodlan trustees on behalf of others Description of the a&8ets held In this capaaty Name and objects of I charlty on whose behalf the assets are held and how this falls within the fJJStadian charws objects None Detalls of arrangements for safe Custody and segregation of such a&%ets from charit￿8 own Not applicable Addftlonal Inforn￿On (opltona Names and addressos of advlsern Ioptlond Type of Nome advlser Name of chlef execullve or narn￿ of senlor staff mwnbers (Optlonal Infomiatlon) Exemptlons from disclosure Reason for r￿n￿lscIo$Ure ol nd d8ts1 Other o tional infomiation Declarations The trustees doclare that they have approved tho Irustees. roport above. Slgnod on behall of the ¢harW8 trustees SlgMtura(s) Full name($) Poslllon (eg SeC￿ary. Chalr, etc) Chrlstopher Davld Wllkinson Chalrman of Trustses 51.07-. LOI **REGISTERED COMPANY NUMBER: CE008248 (England and Wales) REGISTERED CHARITY NUMBER: 1169674** **Report of the Trustees and Unaudited Financial Statements fr the Year Ended 30 September 2025** ## **for** **The Anna Wilkinson Mockingbird Trust** **T2 Accountancy Anglo House Worcester Road Stourport Worcestershire DY139AW** Contents of the Ffnandal Statements ltyth• Yèw Ended 30 k t•nb•r 2025 R•portoftheTrusteos I to 2 Ind•p•nd•nt ExamIn￿3 Report St•t•m•nt ol Fln•nd•lActMd 6 to 10 **The Anna Wilkinson Mockingbird Trust** **Repor of the Trustees for the Year Ended 30 September 2025** **The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their. report with the financial statements of the charity for the year ended 30 September 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).** ## **STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document** **The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.** ## **REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number CE008248 (England and Wales)** **Registered Charity number 1169674 Registered office Farleigh House Uphampton Ombersley Worcestershire WR9 OJP Trustees Dr.CD Wilkinson Mrs W L Wilkinson Dr. J G Wilkinson Miss E Wilkinson Dr. Y Pygott M DTanser Mrs G Edmonds Mrs A Love Company Secretary Independent Examiner Dave Perrigo T2 Accountancy Anglo House Worcester Road Stourport Worcestershire DY13 9AW** **Approved by order of the board of trustees on 26 July 2026 and signed on its behalf by:** **Page 1** Re ort ofthèTrustee3 forthe Year Ended 30 Se t•mber Dr. C D WMWnson.Trust•• Inde endent Examinees Re The Anna WilWrvson Mothn ort to the Trustees 01 ird Trust I report to the tharity trustees my exam￿￿tiOn olthe ofthe CThrry for theyear end 30th Septefflt￿r 2025 As the tharity's trus*es of the C¢rfnp￿ land also Its for the pwpoys of ￿ I￿) ¥e re5ptyuknle f the Fwration of th• *counts Sn accord*KeThth th• requiramnts ofth•C(¥np•ie5Att 2(X% Ilhe 2(K6 *tt). Ha%tyr8 ￿l$fied the of the Crn regjtred to be audtted under P•rt 16 of the 2(*J6 Art and are drgiblt fty I￿P￿t exrntbm I reyt in respect of nry ex¥nw￿ltsn of your th)rlty's accounts a5 cathed t under secti￿ 145 of the Charfttes kt 2011 fthe 2011 fv£ei. (Krt my examI￿tion I h3¥e followed the bythe Ch¥6ty Commlsslon ￿ld￿sect￿ 1495) (bl dth•2011At Independent•K•rnln•rfsstat•m requirement that the errt a f•r is N)t a matter cort11￿ a5 PBrt ¢f •n independent examInati(￿. or the xcounts have not been prep¥ed In with the methods * ￿ncIpleS of the Statement of Recommended Practice for accowitln8 remi￿ ￿ tharftles lapplic*e to Fry¥ari￿ thek acco￿ts in accordan￿ with the Reporti￿ s￿dard appllcable In the UK and RePu￿1C of Ireland IFRS 10211. I no ¢¢*wns •rxl hwe aryoss no athv m*ter5 kn ¢onrth wlth the examlnatl(bn to whlch attentlon shtyjld Dave Pen*0 T2 Acciwntsn An810 House Worcester Aoad Stourptyt DYU 9AW 311112021....-... ## **The Anna Wilkinson Mockingbird Trust** ## **Statement of Financial Activities** |**Statement of Financial Activities**|||| |---|---|---|---| |**for the Year Ended 30 September 2025**|||| |||**30.9.25**|**30.9 .24**| |||**Unrestricted**|**Total**| |||**fund**|**funds**| ||**Notes**|**£**|**£**| |**INCOME AND ENDOWMENTS FROM**|||| |**Donations and legacies**||**4,371**|**4,328**| |**EXPENDITURE ON**|||| |**Raising funds**|**2**|**592**|**288**| |**Other**||**24,376**|**19,376**| |**Total**||**24,968**|**19,664**| |**NET INCOME/(EXPENDITURE)**||**(20,597)**|**(15,336)**| |**RECONCILIATION OF FUNDS**|||| |**Total funds brought forard**||**120,264**|**135,480**| |**TOTAL FUNDS CARRIED FORWARD**||**99,667**|**120,144**| |**Surplus and Deficit Account 968**|||| |**Posting discrepancies were fund in the resere accounts listed below. This is because the brought forard**
**current year are not equal to the figures carried frard by IRIS at the end of last year. Please check your**
**brought forard account for the surplus and deficit account 968.**|||**postings in the**
**postings in the**| |||**Unrestricted**|| |||**funds**|**Total funds**| |||**£**|**£**| |**Brought forward -968/1**||**120,264**|**120,264**| |**Carried forward**||**120,144**|**120,144**| |**Difference**||**(120)**|**(120)**| **Posting discrepancies were found in the reserve accounts listed below. This is because the brought forward postings in the current year are not equal to the figures carried forward by IRIS at the end of last year. Please check your postings in the brought forward account for the surplus and deficit account 968.** ## **Post to relevant accounts ( see ICHA chart of accounts for further details)** **The notes form part of these financial statements** **Page4** ## **The Anna Wilkinson Mockingbird Trust** ## **Balance Sheet** |**Balance Sheet**|||| |---|---|---|---| |**30 September 2025**|||| |||**30.9.25**|**30.9.24**| |||**Unrestricted**|**• Total**| |||**fund**|**funds**| ||**Notes**|**£**|**£**| |**CURRENT ASSETS**|||| |**Cash at bank**||**99,667**|**120,264**| |**CREDITORS**|||| |**Amounts falling due within one year**|**5**||**(120)**| |**NET CURRENT ASSETS**||**99,667**|**120,144**| |**TOTAL ASSETS LESS CURRENT LIABILITIES**||**99,667**|**120,144**| |**NET ASSETS**||**99,667**|**120,144**| |**FUNDS**|**6**||| |**Unrestricted funds**||**99,667**|**120,144**| |**TOTAL FUNDS**||**99,667**|**120,144**| **The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 30 September 2024.** **The members have not required the company to obtain an audit of its financial statements for the year ended 30 September 2024 in accordance with Section 476 of the Companies Act 2006.** ## **The trustees acknowledge their responsibilities for** - **(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and** - **(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.** **These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.** **The financial statements were approved by the Board of Trustees and authorised for issue on 21 July 2026 and were signed on its behalf by:** ## **C D Wilkinson - Trustee** **The notes form part of these financial statements** **Pages** ## **The Anna Wilkinson Mockingbird Trust** ## **Notes to the Financial Statements** **fr the Year Ended 30 September 202 5** ## **1. ACCOUNTING POLICIES** ## **Basis of preparing the financial statements** **The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102** 1 **The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.** ## **Income** **All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.** ## **Expenditure** **Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.** ## **Taxation** **The charity is exempt from corporation tax on its charitable activities.** ## **Fund accounting** ## **Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.** **Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.** ## **Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.** **continued ...** **Page6** **The Anna Wilkinson Mockingbird Trust** ## **Notes to the Financial Statements - continued** ## **for the Year Ended 30 September 2025** |**2.**|**RAISING FUNDS**||| |---|---|---|---| ||**Raising donations and legacies**||| |||**30.9.25**|**30.9.24**| |||**£**|**£**| ||**Support costs**|**518**|**277**| ## **3. TRUSTEES' REMUNERATION AND BENEFITS** **There were no trustees' remuneration or other benefits for the year ended 30 September 2025 nor fo� the year ended 30 September 2024.** ## **Trustees'expenses** ||**There were no trustees' remuneration or other benefits for the year ended 30 S**
**ended 30 September 2024.**
**Trustees'expenses**|**eptember 2025 nor fo� the year**| |---|---|---| ||**There were no**
**trustees' expenses paid for the year ended 30 September**|**2025 nor for the ye�r ended**| ||**30 September 2024.**|| |**4.**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**|| |||**Unrestricted**
**!fund**| |||**I**
**£**| ||**INCOME AND ENDOWMENTS FROM**|| ||**Donations and�gacies**|**4,328**| ||**EXPENDITURE ON**|| ||**Raising funds**|**288**| ||**Other**|**' 19,376**| ||**Total**|**19,664**| ||**NET INCOME/(EXPENDITURE)**|**1(15,336)**| ||**RECONCILIATION OF FUNDS**|| ||**Total funds brought forard**|| ||**TOTAL FUNDS CARRIED FORWARD**|**!120,144**| ||**Page 7**|**continued ...**
**;:**| ## **The Anna Wilkinson Mockingbird Trust** ## **Notes to the Financial Statements - continueg for the Year Ended 30 September 2025** ## **s. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR** |**s.**|**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**|||| |---|---|---|---|---| ||||**30.9.25**|**30.9.24**| ||||**£**|**£**| ||**Accrued expenses**|||**120**| ||||--|| |**6.**|**MOVEMENT IN FUNDS**|||| ||||**Net**|| |||**At**|**movement**|**At**| |||**1.10.23**|**in funds**|**30.9.24**| |||**£**|**£**|**£**| ||**Unrestricted funds**|||| ||**General fund**|**120,264**|**(20,597)**|**99,667**| ||**TOTAL FUNDS**|**120,264**|**(20,597)**|**99,667**| ||**Net movement in funds, included in the above are as follows:**|||| |||**Incoming**|**Resources**|**Movement**| |||**resources**|**expended**|**in funds**| |||**£**|**£**|**£**| ||**Unrestricted funds**|||| ||**General fund**|**4,371**|**(24,968)**|**(20,597)**| ||**TOTAL FUNDS**|**4,371**|**(24,968)**|**(20,597)**| |||--|--|--| ||**Comparatives for movement in funds**|||| ||||**Net**|| |||**At**|**movement**|**At**| |||**1.10.22**|**in funds**|**30.9.23**| |||**£**|**£**|**£**| ||**Unresriced funds**|||| ||**General fund**|**135,480**|**(15,336)**|**120,144**| ||**TOTAL FUNDS**|**135,480**|**(15,336)**|**120,144**| **continued ...** **Page 8** **The Anna Wilkinson Mockingbird Trust** ## **Notes to the Financial Statements - continued** **for the Year Ended 30 September 2025** ## **6. MOVEMENT IN FUNDS - continued** **Comparative net movement in funds, included in the above are as follows:** ||**Incoming**|**Resources**|**Movement**| |---|---|---|---| ||**resources**|**expended**|**in funds**| ||**£**|**£**|**'£**| |**Unrestricted funds**|||| |**General fund**|**4,328**|**(19,664)**|**(15,336)**| |**TOTAL FUNDS**|**4,328**|**(19,664)**|**(15,336)**| ||---|---|---| **A current year 12 months and prior year 12 months combined position is as follows:** |||**Net**|| |---|---|---|---| ||**At**|**movement**|**At**| ||**1.10.24**|**in funds**|**30.9.25**| ||**£**|**£**|**£**| |**Unrestriced funds**|||| |**General fund**|**135,480**|**(35,933)**|**99,547**| |**TOTAL FUNDS**|**135,480**|**(35,933)**|**99,547**| **A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:** ||**Incoming**|**Resources**|**Movement**| |---|---|---|---| ||**resources**|**expended**|**in funds**| ||**£**|**£**|**£**| |**Unrestricted funds**|||| |**General fund**|**8,699**|**(44,632)**|**(35,933)**| |**TOTAL FUNDS**|**8,699**|**(44,632)**|**(35,933)**| ||---|---|---| **continued ...** **Page 9** ## **The Anna Wilkinson Mockingbird Trust** ## **Notes to the Financial Statements - continued** **for the Year Ended 30 September 2025** ## **7. RELATED PARTY DISCLOSURES** **There were no related party transactions for the year ended 30 September 2025.** **Page 10** ., ## **The Anna Wilkinson Mockingbird Trust** ## **Detaile� Statement of Financial Activities for the Year Ended 30 Segtember 2025** |**Detaile� Statement of Financial Activities**
**for the Year Ended 30 Segtember 2025**||| |---|---|---| ||**30.9.25**|**30.9.24**| ||**£**|**£**| |**INCOME AND ENDOWMENTS**||| |**Donations and legacies**||| |**Donations**|**4,371**|**4,328**| |**Total incoming resources**|**4,371**|**4,328**| |**EXPENDITURE**||| |**Other trading activities**||| |**Purchases**|**74**|**11**| |**Other**||| |**Cost of gift days**|**24,376**|**14,376**| |**Donations to other charities**||**5,000**| ||**24,376**|**19,376**| |**Suppor costs**||| |**Finance**||| |**Bank charges**|**62**|61| |**Other**||| |**Donation fees**|**216**|**216**| |**Governance costs**||| |**Accountancy and legal fees**|**240**|| |**Total resources expended**|**24,968**|**19,664**| |**Net expenditure**|**{20,597)**|**{15,336)**| ||---|---| **This page does not form part of the statutory financial statements** **Page 11**