Trustees’ Annual Report for the period
From 11 August 2024 To 10
August 2025
Charity name: The Wilfred and Elsie Elkes Charity Fund Charity registration number: 326573
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the Trust are to further such objects or purposes which are exclusively charitable as the trustees may in their absolute discretion think fit and will give consideration to the wishes of the legator being for: a)The promotion of child welfare b)The welfare of the elderly c)Contribution to the cost of accommodation for individuals at Kirk House, Red Cross and St Mary’s Mount care and rest homes in Uttoxeter d)Animal welfare in Uttoxeter, and e)Churches of whatever denomination in Uttoxeter |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
In furtherance of the charity’s objects for the public benefit the trustees provide grants. |
| Statement confirming whether the trustees have had regard to the guidance issued bythe Charity |
Para 1.18 | In determining the charity’s activities the trustees have had regard to the Charity Commission’s guidance on public benefit. |
Commission on public benefit
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Policy on grant making Para 1.38 Policy on social investment Para 1.38 including program related investment Contribution made by Para 1.38 volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the year under review the charity made grants to each of the following : Kirk House Uttoxeter - £30,523 Renew Church - £30,523 RSPCA Staffordshire North - £30,523 Hermitage Charity Care Trust - £57,102 Uttoxeter and District OPHS - £26,579 |
Additional information (optional) You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | In addition to the free reserves the charity has bank balances of £89,776 (2024: £143,615) and investments valued at £3,069,263 within the expendable endowment fund. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies, and risks. |
| Amount of reserves held | Para 1.22 | At the end of the reporting period the charity had free reserves of £30,308 (2024: £105,201). |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | No funds in deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about: The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the principal Para 1.46 risks facing the charity Expendable endowment funds are those which are required to be invested to produce Other income but which may be transferred to unrestricted funds at the discretion of the trustees in order that they may be expended in furtherance of the charity’s objectives. Unrestricted income funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Will of Mrs Elsie Mary Elkes (deceased) dated 23 March 1983 |
| How is the charity constituted? |
Para 1.25 | Will Trust |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed by the trustees. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | No trustee received any remuneration nor reimbursed any expenses in the year under review. During the year Ludlow Trust Company were paid fees for trust administration services of £16,068 (2024: £15,789) as authorised under the Will. |
| Other |
Reference and Administrative details
| Charity name | The Wilfred and Elsie Elkes Charity FUnd |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 326573 |
| Charity’s principal address | Trustees Department 1stFloor, Tower Wharf Cheese Lane, Bristol BS2 0JJ |
Names of the charity trustees who manage the charity
| 1 2 3 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Ludlow Trust CompanyLimited |
||||
– Corporate trustees names of the directors at the date the report was approved
| Director name | ||
|---|---|---|
| Gary St John Collins | ||
| Duncan Walter Coxon | ||
| Ali Reza Sarikhani | ||
| Ziba Christina Sakine Sarikhani |
||
| Christopher Ian Thurlow | ||
| Matthew John Wickers | ||
| John Stephen Dennis | Resigned 25/10/2024 |
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser | Name | Address |
|---|---|---|
| Investment Managers | The Royal Bank of Scotland |
Trinity Quay II, Avon Street, Bristol BS2 0PT |
| Bankers | The Royal Bank of Scotland |
Trinity Quay II, Avon Street, Bristol BS2 0PT |
| Accountants | Charter Tax Consulting Limited |
8th Floor, 1 Southampton St, London WC2R 0LR |
| Independent Examiner | James O’Rourke | Blue Spire Limited, Cawley Priory, South Pallant, Chichester, PO19 1SY |
Name of chief executive or names of senior staff members (Optional information) ~~OT~~
Exemptions from disclosure
Reason for non-disclosure of key personnel details
~~ee~~ Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Chris Thurlow ~~a~~ Position (eg Secretary, On behalf of Ludlow Trust Chair, etc) ~~es~~ Company Limited (Trustee) Date 18 March 2026 ~~PO~~
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Independent Examiner's Report to the Trustees of The Wilfred and Elsie Elkes Charity Fund
| report to the charity trustees on my examination of the accounts of the charity for the year ended 10 August 2025
Responsibilities and basis of report
cha trustee u are responsible for the preparation of the accounts in accordance with the ments of the Charities Act 2011 (‘the Act’). in respect of mination ech acc t under section 145 of the Act out my examination | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement e comp y ination. | confir at no material ma ave come to my attention in connection with the examination giving me cause to believe that in any material respect:
- accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2. the accounts do not accord with those records. attention should be drawnrns and in this reportome _in orderross ton enable a properatters understandingwithof thethe accountsexamination to be reached.to which
James O’Rourke FCA Date Blue Spire Limited Cawley Priory South Pallant Chichester West Sussex PO19 1SY