CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the trusteesl ' The Wyndham Charitable Trust
members of
On accounts for the year
ended
20 June 2024
Charity no
lif any)
259313
Set out on
page5
I report to the Irustees on my examination of the accounts of the above
charity I'the TfUSt"} for the year ended
Responsibilities and As the charity trustees of the Tnjst, you are responsible for Ihe preparation
basis of report of the accounts in accordance with the requirements of the Charities Act
2011 ('Ihe Act'}.
I report in respect of my examination of the Trust's accounls carried out
under section 145 of the 2011 Act and in carrying out my examination. I
have followed the applicable Directions given by the Charity Commission
under section 145(51(bl of the Act.
I have CDmpleted my examination. I confim that no material matters have
come to my attention (other than that disGlosed below ') in connection with
the examination which gives me cause lo believe that in, any material
respect..
accounting records were not kept in accordance with section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
examiner's statement
I have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in order to enable ¥
proper understanding of the accounts to be reached.
Please delete the words in the brackets if they do nol apply.
Signed:
Date:
Name:
IAN NELSON
Relevant professional
qualificationlsl or body
lif ahyl:
Institute of Chartered Accountants in England and Wales
Address:
9 Vincent Road, StDke d'Abernon,
Cobham, Surrey,
KT113JA
IER
October 2018

Section B'_
Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32,
Independent examination of charily accoun15.' directions and guidance for
examiners).
Give here brief details ofr
any items that the
examiner wishes to
disclose.
IER
October 2018

Trustees, Annual Report for the period
Period start dale
To Period end dale
Frqm
Reference and administration details
Charlty name
THE WYNDHAM CHARITABLE TRUST
Other names charity is known by
Registered charity number (if any)
259313
Charity's principal address
34a, Westfield Road.
Lymington,
Hampshire
Postcode
S041 3QA
Names of the charity trustees who manage the charity
Dates acted if not for whol¥
oar
Trustpe name
Office lif any)
Name of person lor body) entitled
toa
olnt trustee
if an
John Gaselee
Juliet Gase1ee
David Gaselee
John Gaselee
Ditto
Sarah Gaselee
Ditlo
10
12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Dates acted if not for whole ear
TAR
March 2012

Narnes and addresses of advisers {Optional information)
TyEe of adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)
Section B
Structure,
overnance and mana
ement
Description of the charity's trusts
Type of govprning document
Settlement dated 20 June 1969
How the charity is constituted
Trust Deed
Trustee selection methods
John Gaselee has the power of appointing during his life
Additional governance issues (Optional information)
You may choose to in"Glude
additional information, where
relevanl, about..
policies and procedures
adopted for the induction and
training of trustees;
the charity's organisalional
structure and any wider
network with which Ihe charity
works.,
relationship with any related
parties.,
tru5tees' consideration of
major risks and the system
and procedures to manage
them.
.Section C
Ob ectives and activities
To benefit such bodies associations and organisations as the trustees in
their absolute discretion think fit
Summary of the objects of the
charity set out in its
governing document
TAR
March 2012

The Trust is very much a 'family' trust- to the extent that, since its
formation , more than 50 years ago, all the Irustees have had th8 same
family name.
At the same time, it is remaining a relatively small trust, having started
with an endowment of £1, which has been built up over the years.
Being small means that the trustees can take an active interest in many
of the charities to which donations are made. This is helped by the
praclice of chiefly making grants lo the same charities each year. In this
way, the trtjslees Can learn more about the uses to whiGh funds are put,
and the charities Gan save some fundraising costs.
The overall aim of the trustees is to help people who are in trouble, or
potential trouble, With cancer
having such a devastating effeGI on so
many families, the trustees donate furbds to charities working to bring
about change.
Another area of concern is modern slavery, in all ils forms. This derives
from the fact that the two founding trustees were. and two of the current
trustees are. direct descendants of William Wilberforce. The two latter
trustees have given unpaid service lo Anti-slavery International, which
claims to be the oldest human rights organisalion in the world.
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
benefill
To comply with the guidance issued by the Charity Commission on public
benefil, the trustees only make granlsldonations to charities which they
believe adhere to that guidance. As mentioned above. the bulk of
outward payments are to charities which aim lo help those in trouble lor
potential trouble) in a wide variety of situations. A fuS15ist of the charities
which have been given financial assistance lis inGluded in this report..
The trustees wish to record their gratitude lo Promomagic Ltd foi
continuing to provide pro bono services in connection with the Trust's
website.
The trustees CDntinue lo be most grateful to Mr lan Nelson for his long-
serving role as The Trust's Honorary Independent Examiner.
March 2012

Additional details of objectives and activltles {Optlonal infonnationl
During the summer, much of the power needed for the Trust has been
provided by harnessing the heat ofthe sun. So far, however, there is no
such eco-friendly solution for when, in the winter, more power is needed.
You may choose to include
further statements, where
relevant, about..
policy on grantmaking.,
poliGy programme related
inveslmenl.,
conlribution made by
volunleeis.
TAR
March 2012

.S.e.cti.on:. D.';-
Achievements and performance
Summary of the main
..achievements of the charity
during the year
During the year, the Trust has continued, gradually, to return to a 'normal'
basis, with income al a satisfactory level, as many of the companies in
which the Trust is ultimately invested have been in a much better poFrtion
than during Covid, and immediately after it. Dividends have been
increasing, and this has been working through the system, so. as lo
enhance the Trust's income.
The whole function of the Trust is to be able to raise funds which can be
passed on to Ihose charities whose task is to give much-needed help, in
their different way8,
Thus the success. or otherwise, of the Trust can be judged largely by Ihe
income il raise5 from ils investmenls.
Generally, when donors make substantial gifts to the Trust, these are
invested, so as lo enhance its income in all the years ahead.
TAR
March 2012

Section E
Financial review
Brief statement of the
charity'5 policy on rese￿e5
There is a revenue reserve so that, if necessary, in any year more can be
paid out than has been received. (The Trust does not anticipate having
significant expenses)
Detsils of any funds materlally
in deficit
Further financial review details Ioptional information)
You rnay choose lo include
additional inforrrFation. where
relevant about..
Investment policy is simply to secure rising income over the years. It is
not the current intention to realise capital to increase the level of
donations made
the charity's principal
sources Df funds (including
any fundraising)..
how expenditure has
suppoited the key objectives
of the charity
investment policy and
objectives including any
elliical investment policy
adopted
Section F
Other optional information
Taking one year with another, the trustees aim to distribute the income received. The Trust does not make
long-lerrn fLJnding commitments. If money does not come in. it cannot be given away. If thought desirable,
Investment funds could be realised
T he Trust Invests in professionally Inanaged collective investment vehicles which either are charities or are
dr,signed for charities. In this way. diversification IE achieved. Such investments are nol in the 'high risk,
category
Section G
Declaration
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signaturelsl
Full namels)
Position {eg Secretary, Chair. Trustee
John Gaselee
avid Gaselee
'Truslee
Date
lJL4
TAR
March 2012

The Wyndham Charitable Trust
Donations 2023 - 2024
Child Action Nepal £2,000. Parkinson'5 UK £2,000, St Thomas Church Lymington £2,0(M), Motor
Neurone Disease A550Clation £1,000, Combat stress £1,200, Compassion in World Farming £1,000,
Anti-51avery International £25,000, Holy Trinity Cookham £2000, Help for Heroes £1200, Safe
Families for Children El.000, LEPRA £1,200, The Stroke Association £1,100. Oakhaven Trust £1,500,
RNLI £1,000, New F'orpst Basics tlank £14,0(X), Sight Savers International £1.500, ECPAT UK £1,700,
Bible Society £1,100, Versus Arthrit15 £1,000, Liverpool School of TrDpical Medicine £1,300, Royal
British Legion £200, Anthony Nolan £1,2￿, Royal College of Surgeons £4,000, British Heart
Foundation £1,200, West London Mission £1,100, Multiple Sclerosis society £1,100, Gift of Sight
Appeal £1,100, Bowel Research UK £1,000, League of Friends of Lymington New Forest Hospital
£1,500. New B Tidge £1,000, Church Mission Society £1,000, Dalit Solidarity Network of the UK
£1,700, Helen and Douglas House £1,200, Glaucoma Association Ltd. £1,200, Church Army £1,000,
Christian Aid £5,000, Glaucoma UK £1,200, Goodweave £1,000, Practical Action £1,000, Meningitis
Research Foundation £1,000, Health Poverty Action I.￿0, Alzheimer's Research UK £1,000, Marine
Conservation Society £l,OOD, Southampton Hospital Charity £3,000, Kidney Research UK £1,000,
Sand Dam5 Worldwide £1,000, The Fo￿ard Trust £1,000. Institute of Cancer Research £17,aoo,
Hope UK £1,000, New Forest Cit12èns' Advice Bureau £l,OOU, Asthma Lung UK £1,000, Kew
Foundation £l,OQO, Hampshire and Isle of Wight Air Ambulance £1,500, Church Urban Furkd El,000.
Lymington Care Group £1,000.
Total-. £126,000

The Wyndham Charitable Trust
Receipts and payments accounts
CC16a
For the peri¢d
from
To
21-Jun-23
20jJne 2024
Section A Reeeipts and payments
Unrestrtcted
funds
the n¢arest
Restricted
fund5
Endowrnent
fund5
Total funds
Last year
to ihp rJÈaresi£
to thtr rteaYe$t £
to tho ￿earest £
to the Deare5l£
A1 Receipts
120,513
1.5$9
102,994
1,7Q8
120,$13
1,5$9
102,994
1,70E
los.￿6
814
104,S94
1.723
Bank depo511 Inpresl
Oona14QnS
Sub total (Gross income for
AR)
2Z6,774
226,774
213.069
A2 Asset and investment sales,
(see tablel.
Sales of donated shares
Sub total
Total receipts
22fj.774
226,774
213,089
A3Pa
ments
DoD6￿00S
126,OID
126,000
114750
Sub total
125.OQO
126,OOD
115,750
A4 Asset and investment
purchases,15ee table)
Net de
08lt Alc tsfrs
IDS.QOO
120.000
Sub total
120,OQO
12D,OOU.DD
12D,000
232,000
232.000
235.750
Alet of receipts/(paymbnts)
A5 fransfers between funds
A6 Cash funds last year end
Cash funds thiT5 yÈar end
5,225
5,226
22,261
11.058
5,832
11,058
5,832
33,718
11,058
CCXX R1 sccounls ISSI
25m612024

Section B Statement of assets and liabilities at the end of the period
Unrpslricted
funds
to nearest £
RestTlCte
funds
to n¢¥re5t £
Endowment
furnds
to nearest £
81 Cash lund5
aDk DI scotland Uuritni alc
5,832
Totsl cash funds
5,832
Unrestrictgd
funds
Restrlcted
funds
to rnear￿st£
Endowment
lunds
tts r•Jr•st £
to Thearest £
B2 Other monetary assets
COIF O¥uDyl acounl
31,ODO
Furnd to which
55pI ￿lon
Expondèble
Curreiil valtse
1711
49 307 4".?. C￿.3￿￿,￿d Disl ufii15
C051 {uplionall
496,87D
744.121
B3 Investment assets
82852 806 EILKCharilies A lfi
Ditto
291.672
626,361
252578-99 The Chariyes Pro￿￿ty Fund
Ditto
297.714
1 13745 889 Sar3siI Erdw fund A Inr
tto
620.ODO
900,746
3?12jl 0 295 COIFGlobal Equly Fund Ins
Ditto
$13,000
619,93a
Fuiid io which
¥gSÉl belon
Curmntvalue
tsonal
Dvlall4
C05t loption811
B4 Assets retained for Ihe
chadty's own us8
Fund to whlGh
rèlAtes
Amount due
Whpn du¢
tional
8S Liabilities
by one or two trustees on
behalf of 811 Ime Iiystees
Date of
rov31
SigTrW
Prinl Name
John G2selEe
Juliet Gaselee
LCXX R2 a¢¢ounts ISS
2410612024