rustees, annual report foi the period CHARITY COMMISSION FOR ENGLAND AND WALES Perlod end date Period start date ]unraoFJ chaiity No rJpA&iu thailly name ObjectlVL35 and Aclivities SORP feference Para 1.17 Summary ol the purposes of the chaiil¥ a5 sel oul In its governing document Summary ol the main activities in relation 10 those puiposes loi the public benefit, in pailiculai, the acllvilies. projects 015ervices identilied in the 3ccounlS Statement cofilirming whethef the trustees have had regard to the guldance Issued by the Chaiily Cofnm155ion on public benefit Para 1.17 aftd 1.19 fA, Para 1.18 Additional information (optional) You may £h005e lo Include further statement5 wheie relevanl about.. soRp Teforonce Para 1.38 Policy on giant maklng pollcv on 50clal Investment Including prc>gram relaled inve51menl Contribution made by volunteer5 Para 1.38 para 1.38 other ChailEY Accoun15 tefflplates-Tfu5tees' annual report loi the perio¢J octobei 2016 2018 Achievements and Performance SORP reference Paia 1.20 Summary ol the main achievement5 ol the charity, identllying the difference the charity's work ha5 made lo the circumstances of its benellciarles and any wider benefits to soclety as a whole. rL /25/J60-LS0 tAe 7 Addltlonal informatlon (optlonal) You rnay choose to Include luilher stalements where relevant aboul.. SORP reteren Paia 1.41 Achievemen15 agoln51 objectives sel Performance ol fundralsing acllvities agalnst objectives sel Para 1.41 Investment perfofmance against objectives Para 1.41 Other Chailty A((ounis iemplale5-Trustees' annual report lor Ihe peiiod ociobei 2070 3of$ Financial Review SORP ieference P31a 1.21 Review ol the charity's linaftcial Posillon ai the end of the period Slalemenl explaining the policy for holding reserves Staling why they re held Amount of reserves held Para 1.22 Para 1.22 1£,361F-/7 Reasons for holding zeio ieserves Para 1.22 Details of fund Mater￿allY in deliclt Para 1.24 Explanation of any uncertainties boul the chaiily continuing as a going concern Para 1.23 Additional Information (optlonal) You may choose lo include luilher statements where relevant about.. SORP relerence Para 1.47 The charlly's prlnclpal sources of funds (including any lundra15ing) Investment policy and oblectlves including any social investment policy adopted A descflplion ol the pnnopal ii5ks lacing the charity Para 1.46 Para 1.46 Other Charlly AccosJntS ¢emplates-Tfu5tee5' tepoit loi Ihe perlod October 2016 4018 Structuie, Governanie and ThAcinagement De5CTlPtion of charity'5 trusts: SORP feference Para 1.25 Type of governing document (Irusl deed. royal charter) How 15 the charity constituted? le g unincorporated association, CIO) TIu51ee selection fflethods includifjg details of any coftstltutional provlsiDns e.g. election lo post or name of any person or body entltled 10 appoint one or more trustees Para 1.25 Para 1.25 8¥ bF éi)$1241& ¥fy51&èJ Additional information (optional) You may ch005e lo include further 5tstements where relevant about.. SORP reference Para 1.51 Pollcies and procedures adopted lor the induction and training ol trustees The charity's organi5ational structure nd any wldei network wlth which the chafil works Relationship with any related parties Para 1.51 Para 1.51 other Charity Accounts templaies-Trustee5' anpuol trport for ihe peiiod Octobei 2016 5018 Reference and Administrrl_ tive details Charity name Other name the charlty uses Registered charity number Charity'5 principal addres5 Names of the chaiity trustees who manage the charity Offlcè {11 any) Trustee name Oatos acted li not for whole year Namè of person (oi body) enlltled lo appolnt tiUStee (If any) 10 11 12 13 14 15 16 17 18 19 20 charlly Ac£ountS templaies- Trustees. annual report lor (he pefiod Octobei 2016 6018 Reference aiid Administrative detai15 (cont) Corporate trustee5 - names of the diiectors at the date the Tepoft was approved Director name Name of trustees holding title to property belonging to the charity Trustee name Oate5 acted11 nol for whole ear Charily Accounts tetnplaies-Tfustres' annual I￿1[ lor the period Ociobw 2016 7018 Funds held as Custodicin trii£tPQ5 on behalf of others Description of the assets held in this capacity Name and objects ol the charlty on whose behalf the assets are held and how this falls within the custDdian charity's objects Oetsils of arrangements for safe Custody aftd segregation of such ssels from the charity's own assets Additional information (optional) Names and addiesses of advisers (Optlonal Informatlon) Type of adviser Name Addiess Name of chlef executive or nomes of 5¢nloT 51alf membe[5 (Qptlonal Informatlon) Exemptions from disclosure Reason for non-disclosuie of key personnel detalls Other optional Information Chorlly Accounts iemplaie5- Trusiee5' annual report lor (he per1￿j Otiobei 2016 8018 Declciration5 The trustees declare that they have approved the trustee5' repoil above. Signed on behalf of the charlty's tfustees SignaluFe(s) Full name(5) PAYJII P051tlon (eg Secretary, Chalr, etc) Dale 25105/2GZJ Chaiity Accounts templaks-Tru5tee5' annual report loi ihe period Dctobei 2016 REV. FRANCIS WHEELER'S CHARITY Re istered Charit No. 216751 STATEMENT OF ACCOUNT FOR YEAR TO 31st OCTOBER 2023 WILLIAMS & CO SOUCITORS 29 EAST CASTLE STREET BRII)GNORTH SHROPSHIRE WV16 4AN REV. FRANCIS WHEELER'S CHARI R Istered Chari No 216751 2022 RECEIPTS (Restricted Funds) CAP INCOME TOTA Nov 01 Balance In hand brought fornard: _ HSBC Bank Plc: Treasurer3 Account 1.098.10 COIF Deposlt Accounl 594.09 Willlams & Co- Client Account 25.562.00 27,254.19 Nov 30 COIF- Income Shares dmdend 48.76 2023 Jan 01 COIF - D8c*mb8r Dep081t Account Interest 3.81 Feb 28 COIF- Income 8hares Divldend 48.83 Apr 01 COIF Intérest Quarterly Deposit Account Apr 21 Bridgnorth Town Council - Rent for Severn Park- Half year to 24103123 12,751.00 May 31 COIF- Income Shares Dlvldend 48.09 Jul 01 COIF Quarterfy Deposlt AC￿Unt Intere8t Aug 31 COIF- Income Shares Dividend 48.09 Octoq COIF - Quarterly Deposit AGcount Interest 7.60 Oct 13 Western Power Dlstrif)ullon Ebectricity Wayl8ave payment 16.75 Oct 19 Brldgnorth Town Council - Rent for Sevem Park- Half year to 29109123 12,751.00 25,735.61 £52,989.80 P&Jè 1 2022 PAYMENTS (Restricted Funds) DeG 02 D E Wllllams- Clerks Salary- yearlo 31110121 550.00 Dec 05 PCC for ParBh of St. Mary's and St. Leonard's, Bridgnorth The Broseley Wood Charity 18.250.00 250,00 The Bridgnorth Parish Charlty 6,750.00 2023 Jan 25 Parochial Church Council for Parish of St. Giles, Maisemore 1,750.00 Feb 21 D E Wlliams- Clerks Salary- year to 31110122 Stanton Ralph - Accountants fee for Independent Examiner8 Report 550.00 Oct 09 480.00 Oct 31 HSBC Bank PIC 2022 Monthly account charge from Nov8mb8r 61.20 2023 Oct 31 Balanco In hand carried forward.. - HSBC Bank Pl¢- Treasurers A¢￿Unt z697.42 COIF Deposit Account 617.18 Williams & Co - Client Account 25,034.IX) £52,989.80 Page 2 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report,, Report to the trustee8 Lh>P,iy N,?rfjg Rev. Francis Wheeler's Charity On accounts for the year ended 31" October 2023 Charlty no (If any) 216751 Set out on page nla I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended i As the charity's trustees, you are responsible for the preparation of the accounts in a¢¢ordance with the requirements of the Charities Acl 2011 {'the Act"). Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination. I have followed all the applicab18 Directions given by the Charty Comrnission under section 145(5)(b) of the Act. Independent The charily'8 gross income exceeded £250,000 examlner's statement I have rnmpleted my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records- or the accounts did not comply with th8 applicable requirements Concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the aGGounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have Gome across no other matters in connection with the examination to which attention should be drawn in this report in ordar lo enable a proper undarstanding of tha a¢￿unt8 to be reached. Please dalete the words in th8 brackets if they do not appty. Signed: Date: 8° August 2024 Na Vane i Voysey Relovant professioA￿. quallflcation(s) or body (If any): T3 Address: 12 Greenleys Crescent IER Oct 2018 Alveley, Shropshire WV15 6PG Section B Disclosure only complete if the examiner needs to highli9hl material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here briof detalls of any items that the examinèrwishes to disclose. IER Oct 2018