Wilton Bradley Charitable Trust (A Charitable Incorporated Organisation) CIO registration number: 1188928 ANNUAL REPORT YEAR ENDED 31 December 2022 WILTON BRADLEY CHARITABLE TRUST ANNUAL REPORT YEAR ENDED 31 DECEMBER 2022 CONTENTS Page Trustees, Report Receipt and Payments Accounts WILTON BRADLEY CHARITABLE TRUST TRUSTEES. REPORT FOR THE YEAR ENDING 31 DECEMBER 2022 The Trustees of the Wilton Bradley Charitable Trust are pleased to present this report of the Wilton Bradley Charitable Trust (the Trust) along with the financial statements of the Trust for the year ended 31 December 2022. The Trustees are satisfied that the financial statements comply with the requirements of the Charities Act 2011, the Charity's Constitution and the recommendations of the Statement of Recommended Practice. These financial statements have been prepared on the Receipts and Payments Basis. Objectives and activities The Wilton Bradley charitable trust exists to advance such charitable purposes (according to the law of England and Wales) as the trustees see fit from time to time, in particular but not limited to relieve.. lal sickness, poverty and financial hardship amongst young people, children and others living or working in South Devon and beyond by, for example, making grants of money or providing or paying for goods, facilities and services,. and Ibl the needs of and increase the opportunities of young people and children living in South Devon and beyond by providing, for example, advice, equipment, assistance and by supporting them in advancing their education and skills. The donations received to date have been entirely from Wilton Bradley Limited. Public benefit The Trustee Board has complied with the duty in section 4 of the Charities Act 2011 to have due regard to public benefit guidance published by the Commission. Achievements and performance During the year lo 31 December 2022, there have been len grants paid. Financial Review During the period to 31 December 2022, the Trust had net payments of £58,12512021 net receipts of £138,821). Receipts tolaling £nil12021 £150,000) were received from Wilton Bradley Limited, via donations during the period. Risk management The Trustee Board is committed to the identification and management of the major strategic, business and operational risks which the Trust faces. The Trustee Board is tasked with identifying the likelihood and impact of any risks, together with such actions as may be neTrssary to mitigate such risks. Reserves policy It is the Trustees, objective that the Trust should maintain a positive level of reserves at all limes. Free reseries currently stand at £180,69612021.' £238,821), which is the bank balance as at 31 December 2022. WILTON BRADLEY CHARITABLE TRUST TRUSTEES. REPORT FOR THE YEAR ENDING 31 DECEMBER 2022 (continued) Plans for the future We continue to strengthen our relationship with the charities and people that we have already issued grants lo, to establish if there are any future opportunities that fit within the purpose of Wilton Bradley Charitable Trust. We have issued subsequent grants to some of them to continue to support their charitable activities. We are also investigating the possibility of running some events ourselves such as school holiday clubs for children that fall into the criteria that Wilton Bradley charitable trust aims lo support. We continue to develop our relationships to access those who are in need. Structure, Governance and Management Governing document The governing document is the Wilton Bradley Charitable Trust Constitution adopted on 6 April 2020 which became recognised by the Charily Commission when the Trust was registered as a Charilable Incorporated Organisation on 6 April 2020. Constitution The Trust is a Charitable Incorporated Organisation. The members of the Trust are its charity trustees for the time being. If the Trust is wound up, the members of the Trust have no liability to contribute to its assets and no personal responsibility for settling its debts and liabilities. Related Parties Donations inlo the Trust are made by Wilton Bradley Limited, an entity in which some the Trustees are directors. Organisation The Trustee Board sets and oversees the Trust's strategy and objectives, monitors ils effectiveness, and awards grants. The Trustee Board meets at least twice a year. In the period covered by this Report, the Trustee Board has met eight times. The Trust has no employees. Appointment of Trustees The Trustees are either directors of Wilton Bradley Limited or friends and family of the directors. Trustees are appointed by resolution passed al a properly convened meeting of the Trustees. Apart from the first Trustees of the Trust, every Trustee musl be appointed for a term of three years. There must be a minimum of4 trustees and a maximum of 12. The Trust has not yet adopted any policies for the induction and training of trustees, but these are under active consideration. WILTON BRADLEY CHARITABLE TRUST TRUSTEES. REPORT FOR THE YEAR ENDING 31 DECEMBER 2022 (continued) Reference and administration infomiation Official name of Charity.. Wilton Bradley Charitable Trust Charity registration number.. 1188928 Registered Office.. Unit 8 Wentworth Road Healhfield Industrial Estate Newton Abbot TQ12 6TL Trustees.. Antony Bradley (Chairl Jennifer Bradley Dawn Bradley Francesca Bradley Pauline Bradley Susan Saunders Leigh Cheetham Wendy Arrowsmilh Liam O'sullivan Bankers.. Barclays Bank PLC 14 King Street Truro TR1 2RB By order of the Trustee Board Antony Bradley Chair Wilton Bradley Charitable Trust 24 July 2024 CHARITY COMMISSION FOR ENGLAND AND WALES liarity NcimL' Wilton Bradley Charitable Trust Receipts and payments accounts CC16a For the period from To 0110112022 3111212022 Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year to the nearest to the n&arest £ to thé nearest £ to th8 near88t £ to th& n8ar88t£ A1 Receipts Donations Sub total (Gross income for AR) A2 Asset and investment sales, {see tsblel. Sub total Total recelpts A3Pa m¢nt$ Youth Gensis trust Sound Communiiies Granl Hele Village Community Association Leon's Family Vthi¢l& Punk Against Povety Grant YMCA South D6von Bucklaslleigh Hello Summer South Devon College Bu5 Pass grant Buckfaslleigh hello chrislm8S 2,145 9,785 2,985 22,460 5,000 8,750 3,(H)O 2,000 2,000 58,125 2.145 9,785 2,985 22.460 5,000 8,750 3,000 2,000 2,000 58,125 Sub total A4 Asset and investment purchases, (see table) Sub total 58,125 58,125 Net of receipts/(payments) A5 Transfèrs between funds A6 Cash funds last year end Cash funds this year end 58,125 58.125 238,821 180,696 238,821 180,696 CCXX R1 accounts ISSI Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Rèstricted funds to near88t £ Endowment funds to noar8st£ Categories Details B1 Cash fund$ B8nk account 180,696 Total cash funds 180,696 (agree balances with receipts and payments Unrestricted funds Restricted funds Endowment funds Details to nearest £ to nearest £ to nearest£ Fund to which a8S8t belon Cost loptlonall Current value Details Fund to which a888t b8lon Details Cost loptlonall Current value lonal B4 Assets retalned for the charity's own use Fund to whlch relates Amount due tional When duo Details B5 Liabilities Signed by one or Iwo ttustees on behalf of all the trustees Dale of roval Signature Print Name T Bradley T Bradley 24/07/24 CCXX R2 accounts ISSI