## **Trustees' Annual Report for the period**
Period start date Period end date 3[rd] December 2021 31[st] December 2022 **To**
**From**
## Section A Reference and administration details
**Charity name** The Joseph Trust
**Other names charity is known by Registered charity number (if any)** 1196928
**Charity's principal address** Rossmoor Grange, Storwood, York **Postcode YO42 4SY**
## **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 (ifany)**|
|---|---|---|---|---|
||Nicholas Lee|Chair of Trustees|||
||John Brittlebank||||
||Derick Frary||||
||SallyWalker|Treasurer|||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
|**Name**|**Dates acted if not for whole year**|
|---|---|
|Mark Mills|From 16thJanuary2023|
|||
|||
**TAR**
March **2012**
1
|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|
|---|---|---|
||||
||||
||||
||||
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Appointed by existing trustees Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The advancement of education among young people within Yorkshire and surrounding areas, in particular those who have been excluded from mainstream school or who are at risk of exclusion, and those who have served custodial sentences or are considered to be at risk of offending or re-offending, by the provision of training in a range of vocational, occupational and social skills and subjects
**TAR**
March **2012**
2
As at 31[st] December 2022 the charity had not commenced operating
From 1[st] January 2023 the charity took over the operational activities of The Joseph Project, charity 1112380, with the transfer of employees. The charity has adopted the policies in place for The Joseph Project (trading as The Joseph Trust).
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
The Trustees have had regard to the guidance issued by the Charity Commission on public benefit and consider that all the activities of this charity from the commencement of operational activity in January 2023 fall within the definition of public benefit. The activities were the provision of a therapeutic alternative to mainstream education for those young students who are disadvantaged and struggling to engage with formal education in their local school.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
The charity has not operated during the year, but was set up as an incorporated entity to take over from The Joseph Project (charity 1112380, trading as The Joseph Trust) from January 2023. During 2023 the old charity is being wound up and all the assets are being transferred to this charity to complete the change to CIO (Charitable Incorporated Organisation)
For reference to 2022, please see the accounts and returns of The Joseph Project, charity 1112380.
**TAR**
March **2012**
4
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
The charity did not commence operating until January 2023. The reserves policy replicates that of the previous charity, with the intention to hold three months of operating costs as a general reserve.
**Details of any funds materially** The charity started in 2023 with a transfer of assets from the previous **in deficit** unincorporated charity
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Nicholas Lee Sally Walker **Position (eg Secretary, Chair,** Trustee & Treasurer **etc)**[Trustee & Chair ] **Date** 10th November 2023
**TAR**
March **2012**
5
**The Joseph Trust Registered Charity No: 1196928**
## Accounts
for the period 3[rd] December 2021 to 31[st] December 2022
_Registered Charity No: 1196928 Accounts to 31st December 2022_
## **Contents**
|Charity details|2|
|---|---|
|Statement of financial activities|3|
|Balance sheet|4|
|Notes|5|
|.||
1
_Registered Charity No: 1196928 Accounts to 31st December 2022_
## **Charity Reference and Administrative Details**
## **Name and address of charity**
The Joseph Trust Rossmoor Grange, Storwood, YO42 4SY Registered address: 1 Esplanade Court, York, YO30 7DY **Trustees** John Brittlebank Derick Charles Robert Frary Nicholas Richard Wilton Lee Sally Walker Mark Mills (appointed 16[th] January 2023) in the charity’s governing instrument. **Legal Status** Charitable Incorporated Organisation registered with the charity Commission in England and Wales, Number 1196928 **Governing Instrument** Charitable constitution dated 3[rd] December 2021
2
_Registered Charity No: 1196928 Accounts to 31st December 2022_
## **Statement of financial activities**
for the period ended 31 December 2022
|**2022**
**Unrestricted**
**funds**
**2022**
**Restricted**
**funds**
**£**
**£**
_Note_
**Income**
Donations and legacies
**0**
**0**
Charitable activities
**0**
**0**
Other trading activities
**0**
**0**
Investments (bank interest)
**0**
**0**
**Total income**
**0**
**0**
**Expenditure**
Charitable activities
Other trading activities
Governance costs
**0**
**0**
**0**
**0**
**0**
**0**
**Total expenditure**
**0**
**0**
**Net income/ (expenditure)**
**0**
**0**
**Other recognised gains**
**/(losses)**
**-**
**-**
**Net movement in funds**
**0**
**0**
**Reconciliation of funds:**
Total funds brought forward
**0**
**0**
**Total funds carried forward**
**0**
**0**|**2022**
**Total**
**£**
**0**
**0**
**0**
**0**
**0**
**0**
**0**
**0**
**0**
**0**
**-**
**0**
**0**
**0**|
|---|---|
3
_Registered Charity No: 1196928 Accounts to 31st December 2022_
## **Balance sheet**
## _at 31 December 2022_
|_Note_
**Fixed assets**
Tangible assets
**Current assets**
Debtors
Cash at bank
**Creditors: amounts falling due**
**within one year**
**Net current assets**
**Net current assets**
**Funds**
Restricted
General reserve
**Total charity funds**|**2022**
**£**
**0**
**0**
**0**
**0**|
|**£**
**0**
**0**
**0**
**0**
**0**
**0**
|
|---|---|---|---|
|||||
These accounts were approved by the trustees on 10[th] November 2023 and signed on their behalf by
Nicholas Lee Trustee Sally Walker Trustee
4
_Registered Charity No: 1196928 Accounts to 31st December 2022_
## **Notes**
_(forming part of the accounts)_
## _1_ **Non-trading organisation**
As noted in the Annual Report, The Joseph Trust has been set up as a Charitable Incorporated Organisation to take over the activities of the unincorporated charity, The Joseph Project (trading as The JosephTrust) charity 1112380.
As at 31[st] December 2022 the charity had not commenced activities and therefore there are no accounts for this period.
5