## **Trustees' Annual Report for the period** Period start date 1 November Year2023 Period end date Day31 October Year2024 **From** **To** ## Section A Reference and administration details **Charity name** Reverend Francis Wheeler's Charity **Other names charity is known by Registered charity number (if any)** 216751 **Charity's principal address** 1 The Croft Bridgnorth **Postcode WV15 5AE** ## **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)**| |---|---|---|---|---| ||Iain Seivewright|||Other trustees| ||David Oxtoby|||Other trustees| ||Catherine Wilson|||Other Trustees| ||David Walker|||Other Trustees| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ||**Name**|**Dates acted if not for whole year**| |---|---|---| ||Iain Seivewright|| ||David Oxtoby|| ||Catherine Wilson|| March **2012** **TAR** 1 David Walker ## **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** Trust deed Type of governing document (eg. trust deed, constitution) trust How the charity is constituted (eg. trust, association, company) Appointed by other 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** March **2012** **TAR** 2 **Summary of the objects of the charity set out in its governing document 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)** ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance March **2012** **TAR** 4 Section D Achievements and performance **Summary of the main** Managing charity when clerk retired after many years of service. This has **achievements of the charity** led to delays in several areas (e.g. changing trustees; changing **during the year** signatures at bank, etc) ## **Section E Financial review** March **2012** **TAR** 5 **Brief statement of the charity’s policy on reserves** **Details of any funds materially in deficit** None ## **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)** Iain Seivewright **Position (eg Secretary, Chair,** Chair **etc) Date** 04/09/25 March **2012** **TAR** 6 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees** Charity Name Rev Francis Wheeler’s Charity **On accounts for the year** 31[st] October 2024 **Charity no** 216751 **ended (if any) Set out on pages** (remember to include the page numbers of additional sheets) **Report to the trustees** I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/10/2024** **Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** [The charity’s gross income exceeded £250,000 and I am qualified to **examiner's statement** undertake the examination by being a qualified member of [insert name of applicable listed body]]. _Delete_ [ ] _if not applicable._ I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) 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 the 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 accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. * _Please delete the words in the brackets if they do not apply._ ||31/08/2025| |---|---| ||| |Vanessa Naomi Voysey|| ||| |AAT 3|| > 1 **Oct 2018** **IER** ## **qualification(s) or body (if any):** **Address:** 12 Greenleys Crescent Alveley Shropshire, WV15 6PG ## **Section B Disclosure** Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . 2 **Oct 2018** **IER** 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