## **Trustees’ Annual Report for the period**
## **From May 2022 Period start date To 30 April 2023 Period end date**
## **Charity name: The Caroline Walker Trust**
## **Charity registration number:**
## **Objectives and Activities**
||SORP
reference||
|---|---|---|
|Summary of the
purposes of the
charity as set out in
its governing
document|Para 1.17|The Caroline Walker Trust promotes public health
and, in doing so, protects the quality of food for public
health.|
|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|The main activities of the trust this year have included.
-
**An Award Scheme**held annually to promote
public benefit by means of good food and nutrition.
-
**Lectures**on subjects related to the object of the
charity (held online due to COVID-19).
-
**The** **provision of resources, articles, and**
**publications**to provide evidence on food,
nutrition, diet, and health continue to be produced
by the Caroline Walker Trust. These include the;
`o` **Eating Well guides**.
`o` **Afternoon tea and snacks recipe** **books**
`o` **Resources for our dedicated afternoon**
**tea website**for various audiences. These
include icons, articles, factsheets,
infographics, menus, podcasts, research,
FQA’s, and top tips.
-
**Collection and library of afternoon tea and**
**snack recipes and photos online.**
-
**Food and cookery Demonstrations**to vulnerable
groups this year included healthy eating for snacks
and afternoon tea as part of our World's Healthiest
Afternoon Tea series.
-
**The Fundraising Afternoon Tea event is held**
**annually.**Unfortunately, this event has been
postponed due to Covid.
-
**Undertaking research and compiling**
**information on nutrition, diet and**
**consumption.**A Diversity research project
(funded by a grant) to evaluate and compile
information concerning nutrition, diet and
consumption within diverse communities in
Birmingham commenced in March 2023.
-
**Research**for the publication of our books and
promotion of our annual awards was undertaken|
|||by students.|
|---|---|---|
|Statement confirming
whether the trustees
have had regard to
the guidance issued
by the Charity
Commission on public
benefit|Para 1.18|The Trustees confirm that they have complied with the
duty in Section 4 of the Charities Act 2006 to have due
regard to the public benefit guidance published by the
Charity Commission in determining the activities
undertaken by the charity.|
|
whether the trustees
have had regard to
the guidance issued
by the Charity
Commission on public
benefit
duty in Section 4 of the Charities Act 2006 to have due
regard to the public benefit guidance published by the
Charity Commission in determining the activities
undertaken by the charity.|
whether the trustees
have had regard to
the guidance issued
by the Charity
Commission on public
benefit
duty in Section 4 of the Charities Act 2006 to have due
regard to the public benefit guidance published by the
Charity Commission in determining the activities
undertaken by the charity.|
whether the trustees
have had regard to
the guidance issued
by the Charity
Commission on public
benefit
duty in Section 4 of the Charities Act 2006 to have due
regard to the public benefit guidance published by the
Charity Commission in determining the activities
undertaken by the charity.|
|---|---|---|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|||
||SORP
reference||
|Policy on grant-
making|Para 1.38|The trust did not make any grants to other
organisations or individuals between May 2022 and
April 2023|
|Policy on social
investment, including
program-related
investment|Para 1.38|Not applicable|
|Contribution made by
volunteers|Para 1.38|The volunteers of the Trust included the following.
-
Trustees
-
Committee members
-
Annual Award judging panels
-
Student interns
-
Summer student placements
-
Consumer Testers
They have all contributed enormous amounts of time to
drive the charity forward per its objectives.|
|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|Over the past year…
**Updating publications**
The charity has begun updating the foremost Eating
Well series to the new health guidelines and NICE
standards, starting with the Eating Well: First Year of
Life Practical Guide. These have included;
**The Eating Well First Year of Life Practical Guide**is
used by families, child carers, children’s centres,
community food workers, health visitors, social
workers, registered nutritionists, dietitians,
paediatricians, and other health professionals. The
revision of this guide is near completion and will be
loaded onto the CWT website and Amazon to allow
customers to download it as a PDF or purchase a hard
copy.
**The Eating Well: Children and Adults with Learning**
**Disabilities**is currently being considered for revision.
An initial exploratory review found that a more|
|||extensive rewrite would be needed to update this since
it was first published 15 years ago. This Eating Well
Guide is aimed at carers to support nutrition in an
evidence-based manner whilst acknowledging the
challenges associated with nutrition and disability.
People with an LD experience poorer health than the
general population and have more complex nutrition
needs, with higher levels of obesity, undernutrition,
disordered eating and dysphagia. There needs to be
more tailored, evidence-based information which
enables people to understand the foods that improve
their health. Educating individuals on their specific
health needs causes healthier food choices, thus
improving dietary quality and health outcomes.
Instructing people on a healthy diet allows them
freedom in their choice of meals/snacks, improving
mealtime satisfaction, which is often lacking for some
individuals, e.g., with dysphagia. This publication will
positively benefit the health of over 100,000 individuals
with a disability. CWT will work with the BDA learning
disabilities subgroup and other leading experts to
revise the publication.
**Online Lecturers**
The first online lecture was held in June 2022. The
theme was plant-based diets for children, and the
speaker was Paula Hallam, a specialist Paediatric
Dietitian. Over 20 health professionals and carers
attended the lecture online. Providing valuable
information on plant-based eating comes at the
forefront of many families' move towards reduced meat
and dairy consumption, particularly during a cost-of-
living crisis. Protecting children’s health by informing
them of potential nutritional inadequacies and
providing solutions to avoid malnutrition is vital in filling
the gap between ethos and practical implementation.
**World’s Healthiest Afternoon Tea**
CWT has a dedicated committee which works to
combat malnutrition for children after school. The
World’s Healthiest Afternoon Tea aims to raise funds
to support afterschool, youth and sports clubs
providing and promoting healthier food after school.
Snacks after school can contribute to at least 20% of
children's daily intake. For many children living in
poverty, afterschool snacks might also be their last
‘meal’ of the day. The WHAT programme aims to
provide resources and food-based activities for
afterschool clubs to highlight the need for a nutrient-
dense, healthier snack.
This year, we have
-
Piloted several demonstrations and workshops
at the St Andrews Youth Club, the oldest after-
school youth club in the UK.
-
Mentored 10 nutrition and dietetic degree
students from UK universities from 2022 to
2023 to support the publication of various
resources, research and recipes.
-
Our student interns in our World’s Healthiest
Afternoon Tea mentoring programme have|
|---|---|---|
|||produced hundreds of recipes and resources
on healthier snacks for various vulnerable
groups which are downloadable from a
dedicated website.
-
The WHAT programme included students from
the University College of Dublin, Galway-Mayo
Institute of Technology, Winchester and
London Metropolitan. We also received
students this year for a summer placement
from Bath Spa University, the University of
Westminster, and the University of Chester.
**Annual Awards**
-
Since 1990, the CWT Awards have recognised
and celebrated distinctive and outstanding work
in promoting public health that maintains and
advances food and nutrition standards.
-
Every year, CWT sees up to 40 nominations for
several award categories. .
-
The theme chosen for the 2022 awards was
Sustainable Food, emphasising food and
nutrition projects that help sustain our health
and environment.
-
Nominations for the following categories were
open on the 23 September 2022.
`o`Charity Food Campaigner of the Year
2022
`o`Nutritionist of the Year
`o`Freelance Nutritionist of the Year
`o`Lecturer of the Year
-
Nominations were received from around the
country, with a short-list announced in March
2023.
-
Attendance to the Annual Awards each year is
in excess of 60 attendees.
**Work Commissioned by Birmingham City Council**
-
The CWT was successful in winning a bid from
the Birmingham City Council to enhance the
current Eatwell guidance for its diverse
population.
-
Work commenced in March 2022
-
Birmingham’s increasing population of over
1.14 million has one of the highest ethnic
minority percentages in the UK (51%).
-
The CWT received a grant of £24,750 to
research the development of healthy eating
resources that celebrate the city’s diversity,
support education and catalyse healthy eating
amongst the different cultural groups.|
|---|---|---|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|||
|Achievements against
the objectives set|Para 1.41|-
Annual Awards remained affected by Covid.
However, over 60 were expected to return to
the Annual Awards 2022 Reception.
-
Over 25 attendees registered for the first CWT
online lecture.
-
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.
-
Recipes and resource production exceeds 500.
-
Student interns exceeded the expected target
of 8 students.
-
Public engagement increased through our
social media channels, now reaching circa
5,000 followers.
-
Nominations for this year’s awards increased
the Trust’s position as a leading voice for
promoting initiatives which enhance our food
and improve public health.
-
Revenue increased tenfold.|
|---|---|---|
|Performance of
fundraising activities
against objectives set|Para 1.41|The following fundraising activities took place between
May 2022 and April 2023
-
Overall funding increased tenfold, comprising...
-
CWT application to the Birmingham City
Council for a grant of £24,750
-
Online donations via Just Giving, CAF, Amazon
Smile, and Go cardless payments. Resulting is
an increase from previous years.
-
Annual awards received sponsorship from the
Nutrition Society of £750.
-
The Charity removed the nomination fee for
Annual Award nominations due to the cost of
living crisis, enabling more nominations.
-
The World’s Healthiest Afternoon tea did not
take place this year due to Covid
-|
|Investment
performance against
objectives|Para 1.41|No investment made|
|Other|||
## **Financial Review**
|Review of the
charity’s financial
position at the end of
the period|Para 1.21|Total income in the year until 30thApril 2023 amounted
to £26,808, an increase of £24,672 on the previous
year. Expenditure increased from £3,850 to £5,531 in
the previous year. This is mainly due to WHAT project
costs with the increase in student interns, which is
offset by HEE tariff payments. The financial
statements show net income and expenditure for the
year being £21,276, with a reduction in the general
reserves for the year of £3,474.
The primary source of income (£24,750) was restricted
grant funding from Birmingham City Council. Other
income streams included HEE Dietetic student
mentoring, donations, online lectures and sponsorship.
The remaining old stock (printed literature) was written
off (£637) through annual depreciation.Trustees
continue their strategy to economically review and
update these resources electronically so as to reinstate
passive revenue streams by the placement onto
Amazon using the just-in-time printing for self-
publishers. This would eliminate the outlay for a print
run and monthly storage costs. The publications will
continue to be made available on the CWT website.
Other assets include the trademark for the World’s
Healthiest Afternoon Tea. This is currently valued at
the original purchase price.
Total annual reserves are £31,577, of which £6,827
are general purposes funds. The yearly running costs
were £3,365, excluding project costs and stock).
Funds held on account would, therefore, cover a
minimum of 2 years of running costs.
The Trustees continue to pursue both restricted and
unrestricted funds in the next financial year via HEE
Dietetic student mentoring, events, development and
revision of resources, fundraising events and grant
funding.|
|---|---|---|
|Statement explaining
the policy for holding
reserves and stating
why they are held.|Para 1.22|Finances are regularly reviewed at and between the
Trustee's bimonthly meetings. The reserves are
satisfactory, which the trustees consider will provide
sufficient funds to maintain CWT as a going concern.
The balance held as unrestricted funds as of 30thApril
2023 was £6,827. This represents a reserve of at least
2 years running costs. The current reserves are higher
than the minimum needed. However, the charity
expects increased financial commitments in the next
financial year. Firstly, running expenses such as
administrative costs to support project management of
upcoming grant-funded work.Secondly, our annual
awards will be held face-to-face in May 2023, and due
to the uncertainties of numbers attending in-person
events post-COVID, the event is anticipated to run at a
loss. Given the event's historical importance in|
|||increasing the profile of and gaining support for the
charity, and due to significant unrestricted reserves
being held, Trustees have agreed for the event to go
ahead at an expected loss.
The BCC research project funds (£24,750) were paid
in advance at the end of the CWT financial year and
are expected to be spent in the next financial year.|
|---|---|---|
|Amount of reserves
held|Para 1.22|Total reserves are £31,577, comprising £6,827 for
general purposes and £24,750 of BCC project funds.|
|Reasons for holding
zero reserves|Para 1.22|Not applicable|
|Details of fund
materially in deficit|Para 1.24|Not applicable|
|Explanation of any
uncertainties about
the charity continuing
as a going concern|Para 1.23|Not applicable|
|Details of fund
materially in deficit
Para 1.24
Not applicable
Explanation of any
uncertainties about
the charity continuing
as a going concern
Para 1.23
Not applicable|Details of fund
materially in deficit
Para 1.24
Not applicable
Explanation of any
uncertainties about
the charity continuing
as a going concern
Para 1.23
Not applicable|Details of fund
materially in deficit
Para 1.24
Not applicable
Explanation of any
uncertainties about
the charity continuing
as a going concern
Para 1.23
Not applicable|
|---|---|---|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|||
|The charity’s principal
sources of funds
(including any
fundraising)|Para 1.47|The principal funding sources include sponsorship,
just-giving donations, publication sales, publication
pre-sales, student mentoring, grant applications,
photographic licensing, event tickets, and event
fundraising.|
|Investment policy and
objectives, including
any social investment
policy adopted|Para 1.46|Not applicable|
|A description of the
principal risks facing
the charity|Para 1.46|The biggest risk to CWT is the continuance or
resurgence of COVID-19, which would continue to
affect fundraising events and attendance at annual
award events severely.
CWT has limited human resources, i.e. Trustees have
limited time in addition to governance. Regular
recruitment of volunteers and trustees is vital for
CWT's success.
The Trustees actively regularly review the charity's
major risks and believe that maintaining the above-
stated reserves, combined with the annual review, will
provide sufficient financial resources for CWT to
continue as a going concern in the event of adverse
conditions.
Another potential risk facing the charity is drawing
upon unrestricted revenue without increasing passive
revenue streams in future years. Trustees are seeking
to source both restricted and unrestricted revenue.
Financial risks also include delays in HEE payments to
make good the funds spent for the employment of
student interns, such as photographic materials,
ingredients, and contract dietetic mentoring.|
Further risks also potentially include contractors' failure to deliver in part of the contractual requirements of grant-funded projects. This is offset by trustee input, having a team contributing parts of the project and tight project management expertise. Other
## **Structure, Governance and Management**
|Description of
charity’s trusts:|||
|---|---|---|
|Type of governing
document
(trust deed, royal
charter)|Para 1.25|The governing document for the trust is a trust deed.|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|The Caroline Walker Trust is an unincorporated entity.|
|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|The board appoints all trustees. External advertising
at trustee vacancy websites is made along with online
posts of trustee vacancies. Each applicant must
supply their CV and two references and attend an
interview. Due diligence regarding trustees' past
experience is checked at companies' houses and the
charity commission databases. Conflict of interest
forms must be returned prior to the appointment. All
trustees received Governance training from the NCVO
and an induction pack prior to joining the Board
discussions.|
**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|Each trust will receive an induction pack with
copies of the following
-
Governing document
-
Deeds of variation
-
Essential Trustee CC3
-
It’s Your decision CC27
-
Trustee Welcome Pack
-
Current financial position
-
Year-end accounts
-
Last two board meeting minutes
-
Insurance policies
-
Trust policies
-
Committee TOR’s
-
Resource pack
-
Market research
Each trustee attends the NVC Governance
training sessions.|
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|All trustees attend the main board,
subcommittees run any projects and are
made up wholly of volunteers. There are no
employed staff.|
|Relationship with any related
parties|Para 1.51|The Caroline Walker Trust works well with
other professional bodies and charities.
These include The Nutrition Society,
Association for Nutritionists, British Dietetic
Association, SENSE, Sustain, The Obesity
Alliance, and Consensus Action on Salt and
Sugar Health.
It also works with universities supporting
student placements through mentoring
programmes. Universities during the Year|
have included the University of Winchester, University College Dublin, Galway-Mayo Institute of Technology, London Metropolitan University Other
## **Reference and Administrative details**
|Charity name|The Caroline Walker Trust|
|---|---|
|Other name the charity uses|CWT|
|Registered charity number|328580|
|Charity’s principal address|83 Woodford Road
South Woodford
London E18 2EA|
|||
**Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Kathy Lewis|Acting Chair/Vice
Chair|||
||Salam Aazam|Hon. Secretary|Retired 29 March 2023||
||Shawn McLaren||||
||CarlyAtkinson||||
||Kathryn Styles||Joined 21 April 2022||
||Rana Conway||Joined 08 May2022||
||Alex Mswaka||Joined 31 October 2022||
||Rebecca Stevens||Joined 06 January2023||
||||||
||Preetpal Kainth||Retired 22 March 2023||
||Melissa Roche
Saint Hill||Retired July 2022||
||Maxime Guirauton||Retired 14 September
2022||
||Edwina Revel||Retired 01 January2023||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
– Corporate trustees names of the directors at the date the report was approved
**Director name** Kathy Lewis Carly Atkinson Kathryn Styles Rana Conway Rebecca Stevens
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|Publication stock
The trade mark for the World's Healthiest Afternoon Tea
Photo stock|
|---|---|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|7.1 To prepare and print or otherwise produce and circulate
or otherwise publish reports, surveys, books, articles,
brochures, pamphlets, films, and programmes for radio,
television and all communications media on any matter
relative to the object of the charity.
7.2 To establish and maintain a collection of documents and
a directory of institutions and persons involved in public
health, food and nutrition matters, circulars, magazines,
books and other publications with reference to public health,
nutrition, diet, public health, food production, distribution,
retailing, catering, cooking and consumption.
7.5 to purchase, take on lease r in exchange, hire, or
otherwise acquire any real or personal property or any rights
or privileges which the Trustees may think necessary or
convenient for the promotion of the object of the Charity and
to construct, maintain and alter any buildings or erections
necessary for the work of the charity.
7.6 Subject to such consent as may be required by law to
sell, let, mortgage, or dispose of our turn to account all or
any other property or assets of the charity as necessary with
a view to the promotion of its objects.|
|Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own assets|The registered trademark is registered with IPO. The
publication is currently held at the registered address, with
original copies housed on the trust's secure Google Drive,
on the trust website and on Amazon. The Photo stock is
currently being loaded onto the Trust's secure website and
Google Drive.|
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**
**adviser**
**Name**
**Address**|||
|**External**
**Examiner**|Richard Parker||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
|N/A|||
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
**None**
## **Other optional information**
None
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Kathryn Styles **Full name(s)** Kathy Lewis **Position (eg Secretary,** Acting Chair Treasurer **Chair, etc) Date** 19/02/2024 26/02/2024
The Caroline Walker Trust
Registered Charity No. 328580
12 Months to
30th-April-
2023
12 Months to
30th-April-
2022
Income and Ex
enditure
Income
Total GBP
Total GBP
Activities and Events
Birmingham City Project
University of Winchester
Donations and Gift Aid
Publications
Interest
Refunds
844
24,750
831
351
750
461
25
14
18
898
2,136
26,808
enditure
Publication Expenses
Websites and Online
Insurance
Administration Expenses
Activities and Events
Trustee Meetings and Expenses
Bank Charges
Stock write off
Sundry Expenses
(241)
(2,183)
(534)
(25)
{1.512)
(98)
(18)
(637)
{284)
(5,531)
(500)
(1,188)
(521)
{350)
(35)
(1,067)
(62)
{126)
{3,850)
Net Income and ex
enditure
21,276
{1,714}
Anal sed as:
Restrirted Funds
General Reerves for the
24,750
(3,474)
ear
(1,7141
Check= O
The Caroline Walker Trust
Registered Charity No. 328580
As at 30th-
April-2023
Total GBP
As at 30th-
April-2022
Total GBP
Balance Sheet
Asset5 retained for Soci
's own use
Trade mark
350
350
Current assets
Cash Funds
Cash at Bank
Cash on Deposit
5,445
25,782
31,227
537
8,743
9.280
Other Current Assets
Gift Aid
Stock at Cost
34
637
Total Current assets
31,227
9,951
Total Assets
31,577
10,301
Liabilities
General reserves brought forward
Current Year General Reserves
General Reserves carried forward
10,301
(3.474)
6,827
12,015
(1,714)
10.301
Restricted funds
24,750
Total Reserves
31,577
10,301
Prepared by
Examined by
Kathy Lewis
Chair of Trustees
Richard Parker
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs report on the
accounts
Section A
Independent Examinerfs Report
Report to the trustees
The Caroline Walker Ttust
On accounts for the year
ended
30th April 2023
Charity no
(if any)
328580
Set out on pages
1&2
I report to the trustees on my examination of the accounts of the above
charity (Ihe Trust.) for the year ended 2710712023
Responsibilities and
basis of report
As the charity's trustees, you are responsible for the preparation of the
accounts in accordan with the requirements of the Charities Act 2011
(Ihe ACV).
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 I have completed my examination. I confirm that no material matters have
examinerfs statement come to my attention in connection wtth the exarnination which gives me
cause to believe that in, any material respect:
the accounting records were not kept in accordan with section 130
of the Charrties Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements
conmIng 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 cOnmS and have come across no other rnatters in connection
with the examination to which attention should be drawn in this report in
order to e
le a proper understanding of the accounts to be reached.
Signed:
Date:
19 Februaryg.g
Name:
Richard H
arker
Relevant professional
qualification{s> or body
(rf any):
FCA
Address:
Cromwell cottage
6, Cromwell Gardens
Marlow, SL7 IBG
IER
Oct 2Q18
Section B
Disclosure
Only complete if the exarniner 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.
No issues to report
IER
Oct 2018