## **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~~
~~67,308 | 983,899 |~~ | ~~1,051,207~~ | ~~P—(isi‘“—s‘“‘“‘“‘“R5250] |LLhLlUl Ud~~ !$#!!'_ R`/% ^abcd ~~eeP80~~ #!!'_% R`/% ^abcd ~~et esPe 829Ce eeEe ee829] Ce~~ " " " ~~Ee ee Ce Ee ee R~~ " " ~~Q~~ " ~~Os OO~~ Oe 898: ~~Cr PO—“—S~~ S ~~E~~ 8: 8Z 7 8Z ~~[=4,213] |~~ - ~~128,732}~~ 49,626 - ane26|/[ ~~|~~ AG ~~105,201~~ nw 30,308 120,084
K De _ ~~—~~ K _ ~~—~~ 3M0B1;8E1083A678?6>.63 B4 K ~~Details~~
## K ~~Details~~
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d 2
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:
1. 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