REGISTERED cHAR￿y NUMBER: 517657
rnsteu and
naudit
Fina
tements
nded S
202
rlt
West. Chartered Accountants
Suite K Priest Hou5¢
1624 High Street
Knowle
Solihull
West Midlands
B93 OJU

Wilcox Charttles
Contsnts of the
for the Year End
"nancial Statemen
thA
ril 2024
Page
Report of the Trustees
Statement of Trusteesl Re5ponsibSllties
Independent Examiner's Report
Statement of FfinaDcial Activlties
Balance Sheet
Notes to the Financlal Ststements

Wllcox Charities
o( the Truslees
for the Year Ended 5th A
il 2024
Th¢ Tn￿1¢¢$ present their report and the financial statements for the year ended 5 April 2024
E G Wilcox Charities is an umbrella charity. registration number 517657, linking its subsidiary Charities The E G
Wilcox Charitsbl¢ Trust and The Clov¢lly Charitsble Tn￿L
OBJECTIVES AND ACTIVITIES
ObJective5 and aims
E G Wilcox Charitable Tn￿t
The Tn￿l￿ have refr￿ed to the guidance contained in the Charity Cornmissions general guidance on public benefit
when reviewing the charities aims and objectives and in planning fvture activities. kn particular. the Trustees have
constdered how planned activities will contribute to the main aims and objectives seL
Th¢ TNstees hold the T￿￿1 Fund to apply th¢ income thereof as to three quarters to Solihull School. such income to be
used by the School for the purpose of the improvement and maintenance of the School playing fields and as to one
quarter to Ihe I st Solihull GTOUP of Boy S¢outs for the purpose of improvement and maintenance of their headquarters
and grounds.
The Trust Deed provides that in the ev¢nt of the 1st Solihull Group of Boy Scouts ceasing lo exis( one quarter of the
Trust'5 income will be paid lo the L()cal Association of Boy Scouts in the County Borough of Solihull for the benefit of
any group atTiliated to such Loal Association as th¢ Tntstees in their absolute discretion select.
Clovelly Charitable Trust
The Trustees hold the capital of the Tn￿t and the income thereof upon Inist in their discretion to pay or apply the same
or any part of parts thereof to or for the benefit of all or any of th¢ pupils of the Sixth Fonn of Solihull School and
generally whether by way of annuitie8 free places. grant4 scholarships. bursarie& reseaKh, books, trdveL explorations
or any further education or study as the Tnist¢es shall from lime to time in their absolute discretion determine.
ACHIEVEMENT AND PERFORMANCE
Chgrltsble activitie5
E G Wilcox Charitable TTh￿t
Net income attributable to Solihull School amounted to £12,359 and net income att￿￿UtabI¢ to 1st Solihull Group of
Boy Scouts amounted to £4,120. Of this £12.000 was alloGated to the School and £4.000 was allocaled to the Scouts.
The difference of £479 was added to undistributed income brought fonvard. The bajanrx of undistributed income at th¢
year end was £47.314 of which £38271 is attributabk to the School and £9.043 to the Swuts.
Clovelly Charitable Trust
During the year the Tn￿ approved an allocation of funds to Solihull Sthool of £22.000. This covered departmental
awards and scholarships.
The Tn￿teeS are satisfied that the Balance SI￿et at 5 April 2024 discloses fuDds adequate to fulfil the obligations of
both Charities.

G Wilco
rt of the Trustees
for the Yesr Ended 5th A
il 2024
FINANCIAL REVIEW
Investment policy and objectives
There are no restrictions on the Charities. powers to invesL The Tn￿eeS are advised in investment matters by the
Chorities, invesknent managers, Canaccord Genuity Wealth Management. The Tn￿tees, objectives are:
- The creation of a suftTicient financial return to enable the Charities kn carry Out the purposes effectively and
without intemipiion:
- The maintenance and enhancement of the investment fill)ds in real tern￿ whilst they are invested"
- To obtain a reasonable balan¢¢ between capital gro￿ and income so that the Charities can meet future as
as Current needs; and
- To avoid investments that are unduly risky.
The funds may be invested in any type of inveslment. The Tnistees, policy is to invest in an appropriate mix of assets
in¢luding equities, fixed interest stocks and monetary assets. The Trustees believe that this will provide the required
level of relurn together with real growth in the mediwn to long term and enable the Charities to Continue to achieve their
objectives. No so¢iaL environmentsl or ethiul considerations are tsken into ac¢ounL
well
Reserves policy
E G Wilcox Charitable Tn￿t
The Tn￿leeS do not hold unrestricted reserves. In accordanrx with the Trust Deed net annual income is allocated to
Solihull School and 1st Solihull Group of Boy Scouts. A balan¢e of undistributed income may. however, be held
temporarily on behalf of either benefi¢iary at the fmancial year end.
Clovelly Charity Trust
It is the policy of the Trustees to maintain unrestricted fund& which are the free reserves of the charity, at a level which
equales to at least six months, In￿rne. This provides sufficient fimds to cover management and administration costs and
to safeguard against falling income and interest l¢vels. Unre5tri¢ted funds are ¢urrently above this kv¢l and are being
accwnulated as the Tn￿ are plamiing to &ssist the SclM)ol with funding for future capitsi proje¢ts.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing doeument
The E G Wilcox Charitable Trust was ¢r¢ated on 28 April 1964 by Ernest Gordon Wilcox and is unincorpordted. The
Clovelly Charitable In￿t was created on 2 April 1986 by Ernest Gordon Wilcox and is unincorporated. Under a uniting
direction of the Charity Commissioners dated l July 2004 the E G Wilu)x Charitable Tn￿¢ and the Clovelly Charitable
Tntst are to be treated as a single charity for the purposes of Part II (registration) and Part Vl (accounting) of the
harities Act 1993. This does not ¢onstilUte an amalgamation of the Charitie4 which remain separate and legally distinct.
All malters of policy and management are deterniined by the Trustees who meet at such times as circumstances require.
Recruitment and appoiDtment of Dew trustttg
The appointment of new Trnstees vests with the existing Trustees. At suth time as new Trustees might be appointed they
would be given adequate Infom￿tiOn to enable them to understand the Charities, aints and objectives and their
responsibilities as Tn￿tees.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Charity number
517657
Prlncipal address
The Post House
Barston Lan¢
Barston
Solihull
B92 OJU
Page 2

G Wilcox
Arltl
rtoftheT
or the Year Ended 5th A
Trustees
Simon Gordon Wilcox
David John Comey
Richard Gordon Wilcox
Adam David Corney
Independent Examiner
Susan W¢st
West- Chartered Accountants
Suite K. Priest House
1624 High Street
Knowle
Solihull
West Midland5
B93 OJU
Investment Managers
Canaccord Genuity Wealth Manag¢ment
Saggar House
Princes Drive
Worcester
WRI 2PG
Approved by order of the board of truste¢s on ..........
. and signed on its behalf by.
Simon Gordon Wilcox - Truste¢
Page 3

E G Wileo
Cha
t#tem¢nt of Truste
fort
e Year Ended 5t
The trustees are responsible for preparing the Report of the Tnistees and the financial Statements in ￿COrdanCe with
applicable law and United Kingdom Accounting Standards (United Kingdom G¢nerally Accepted Accounting Practice).
onsibillti
ril 2024
The law applicable to charities in England and Wales, the Charitles Act 2011, Charity (Accounts and Reports)
Regulations 2008 and the provisions of the trust deed requires the trustees to prepare fmancial slatements for each
financial year which give a true and fair view of the slate of affairs of the Charity and of the incoming resources and
application of resources. in¢luding the income and expenditure, of the ¢harity for that period. In preparing those
financial statements, the trustees are required to
select suitable accounting policies and then apply them consistently:
observe the methods and principles in the Charity SORP;
make judgements and estimates that are reasonable and prud¢nt;
prepare the financial statements on the going concern basis unless it is inappropriate to presume that th¢ charity will
continue in business.
The trustees are responsible for keeping proper accounting record3 which disclose with reasonable accurdcy at any tim¢
the fwancial position of the charity and to enable them to ensure that the financial statements comply with th¢ Charities
Act 201 I, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also
responsible for safeguarding ihe assets of the charity and hen¢¢ for taking reasonable steps for the prevention and
dete¢tion of fraud and other irregularities.
Pag¢ 4

endent Exgmln
E G Wlleox Charl
stees of
Independent examiner's report to the trustees of E G Wil¢ox Charities
I report to the ¢harity trusttts on my examination of the accounts of E G Wilcox Charities (the Trust) for the year ended
5th April 2024.
Responsibilities and basis of report
As the charity Irustees of the Trust you are responsible for the preparation of the accounts in accordance with the
requirements of the Charities Aa 2011 (Ihe Ad).
I report in respect of my examination of the Tn￿l'S a¢¢￿JDts carried out under Section 145 of the Act and in carrying out
my examination I have followed all applicable Dir¢¢tions given by the Charity Commission under Section 145(5Xb) of
th¢ Act.
Independent ¢XPdminer's statement
have completed my examination. I confjrni that no material matters have come to my attention in com)ection with the
examination giving me cause to believe that in any material
accounting records wer¢ noi kept in respect of the Twst as required by Section 130 of the A¢¢ or
the accounts do not accord with those records: or
the a¢¢ounts do not comply with the applicable requirements ¢onceTning th¢ forn] and ¢ontent of accounts Set out
in the ChaTities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a
lJue 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 comiection with the examination to which attention should
be drawn in this report in order to enable a proper understsnding of the ac¢ounts to be reached.
Susan West
West. Chartered Accountants
Suite K, Priest House
1624 High Street
Knowle
Solihull
W¢st Midlands
B93 OJU
Date: ....
Page 5

E G Wllcox Charltles
ststement of Finatsdal Artfvities
f•r the yegr ended 5 April 2024
E G Wilcox ChAritsble Trnst
2024
Total
2023
Totsl
Income
Caph•l
Income and ¢xpenditure
Incomlng resources
Inv¢stment incom¢
Dividends
Deposit int¢Test
21.454
657
21.454
657
21.964
143
Total in￿ming resouree5
21111
Resources ¢xpended
Charitabl¢ activities
Grants: Solihull School
1st Solihull Gmup of Boy Scouls
12.000
12,000
13.000
5.000
16.000
16,000
18,1100
Govern9nte costs
Investment manager costs
Independ¢nt examination
4,9&2
650
4,982
650
3.649
650
Totsl resourte5 eypended
22.299
Net in¢fjmlng r¢sources
before tropsf¢rs
479
479
Gross iransf¢rs between fun
NeA incorning reSou￿¢S for th¢ year
after transfer5
479
479
-192
Other recognis¢d gAiM •nd losses
GAinsl(losse5) o# investments
Realised
Unrealised
-8.866
40.813
4,866
40.813
6.913
-52,320
31,947
31.947
45.407
N¢t movement in funds
479
31,947
31426
45,599
Balances brought forward at 6 April 2023
4&835 497299 544.134
589.733
Balances ¢*rried forward at 5 April 2024
47.314 529 246 576 560
All incoming resources and resourtts cxpendcd aTe derived from coniinuin8 activitis There are no other
gains and losses other ilwi those reco8nised ab)ve •nd Kcoydingly no s¢pA￿e Stalcment of total
re¢ognised gains and losses h¥s bccn prepared
Thc notes on pages 9 10 1 I forn part of these financia151atemtht&
Page 6

E G Wlleox Chgritles
StAt¢ment ofFlnandg1 A¢dvities
for tht yeAr ended 5 April 2024
cl￿tIlY Ch*rltabl¢ Trus¢
2024
Tot#1
2023
Tot81
Intomt
C*pltAI
Income and expeDdlture
InfomiDg resour¢
IDvesttt)¢nt
Dividends
Deposil illteresi
32.339
1.134
32,339
.134
32.231
219
To¢81 Ineomlng resoureej
32.450
Re8ftrufttg ¢xpend¢d
Charltsble ActivStrs
Grants- Solihull Sohool
000
22,000
20.000
Cov¢rnan¢¢ eosls
Inve51m¢ni manager cos15
Ind¢penden¢ ¢xamination
7.647
650
7.647
650
3J94
650
TotAI r¢iources ¢xpend¢d
30
97
26.044
Net Incoming resour¢es
befort trgDsfeTS
3.176
3.176
6.406
Nei iocorning resowcgs for the year
after trAnsf￿$
3.176
3.176
6.406
Oth¢r retogDtsed ylnsl{105s¢s)
GAin￿(lI155*s) on Invegtm¢Dts
Rejlised
Unreili8¢d
8.743
54,161
.743
54.161
6.004
-32,935
.26.931
Ne¢ movement In fund$
3,176
62.904
66.080
-20525
Balances brought fonvard at 6 April 2023
B*lau¢e5 ¢arrfed forward al 5 April 2024
142,263 681.505 823.768
844.293
145 439 744 409
823 768
All incomin8 resour¢es and resour¢es ¢xpend¢d are d￿1V¢d fTOm Co￿1￿￿]ng a¢livities. There ar¢ no oth¢r
gains ond10sscs otherthan those recognis¢d above and acrordinEly separats ststem￿l of ¢otal
recognised gains and losses ha8 been prepared
Th¢ noies paw 9 to I I forn part of these fuwicial statements.
Pa8¢ 7

E G Wileox Ch*rltks
Balance Shetl
•¢ S April 2024
Nolej
2024
2023
Flxed assets
Inv¢stments at market value
Uninvesid cash
1.412J50
lJ36,523
1,412.350
1336,523
Current assets
Bank balances
Funds held by stoekbTokers
Dividends in transit
85J58
62.679
85.358
62,679
LIAblllti
Amounts falling due within l year
-31
-31,300
N¢t eurrent assets
54,058
31.379
Total Assets
1466 408
1367 902
Funds
C#pltal
E G Wllcox Charftible Trn$t
Pemian¢nt Endowmenl
Clovelly Charlllble Trust
Expendable Endowment
529246
497,299
681505
1273.655
1.178,804
Undlslrlbuted Income
E G Wllcox Ch4ril*bl¢ Trust
Clovelly CbArllgble Trust
47J14
145 439
46,835
142263
192.753
189.098
1466 408
1367,902
The notes on pages 9 to l I forni part of these fIn￿CIal stalements.
The financial statements were approved by the Tntstees on
2024
S G Wil￿X
D J Corney
Page 8

E G Wlleox Charltles
Noles to the Ilnan¢l#l statements
for the year ended 5 April 2024
Ac¢ountlng pollcl
Basls of preparing the Ilnanclal statements
The financial slalemenls of the charity, which is a public bcnefit entity under FRS 102 have been prcpared in
COrdan￿ with the Charities SORP (FRS 102) 'Accountlng and Re￿rtIng by Charities: Statement of Rccomm¢nded
Practice applicable to charities preparin8 their accounts In a¢eordan¢e with the Financial Reporting Standard applicable
in the UK and Republic of Ireland (FRS 102) (effective l January 2019),, Financial Reporting Standard 102 The Financial
Rewrting Standard applicable in the UK and Republic of Ireland, and the Charities Act 2011. The finan¢ial statements
have been prepared under ihe historical cost conventlon with the ¢xception of investments which are included
at market value.
Ineomlng Resour¢
All incomin8 resour￿ are included on Ihe Statement of Financial Activities when thc charities are legally
entitled to ihe in¢ome and the amount can be quantified with re8son4ble 8ecurncy
Cranls
Grnnts are accounled for in the year in whi¢h they ore allocated rather than the year in whi¢h they Are pald
Expens
Expenses ar¢ accounted for in the year to which they relate
Governance costs comprlse all costs involvln8 the public accounthbilliy ofthe ¢hariti¢s and their compllance
wilh regulation and gwd pra¢tice.
Expenditure includes ony VAT which cannoi be recovcre4 whleh is reported as part of the expenditure to
whlch it relalcs.
Realised and unrealised investment 8ains and losses are accounted for through th¢ capital fund.
Llsted Inv¢stments
Listed investments are 51aled at market value less any provision for a pemianmt diminution in valu¢ since
the balance sheet date.
Tixa¢lon
Thc Charities have been accepied as Charitsble by HM Revenue & Cus¢oms and as such are exempt from
Incom¢ and Capital Gains Tax wovided their income and 84ins are appll¢d for chorilable purposes.
Trn$teu' ftmun¢ratlon ond eipenses
No remunernlion or expens¢s were paid or payable in respect of the year out of the funds of the Charitie5
eilher directly or indirectly to any Trustee or to any person or persons known to be ￿nneded with them.
Employees
There were no full or part-lirne employees during the year
Page 9

E G Wilcox Charitiei
Note5 to the fmontlAI st8tem¢nts
for th¢ yar ¢nded 5 Aprll 2014
Invutments
E G Wllcox
Charity
Clovelly
Charlty
Tot*1
Co$t of investments Ilsted on a rttwis¢d
Siock Ex¢hange
At 6 April 2023
Additions
Dispos8]s
443,507
57J21
-72.081
692.506
106.904
-111291
1.136,013
164,225
-183 372
At 5 April 2024
428.747
688.119
1,116.866
Market valie idJus¢men¢
At 6 ApTiI 2023
Adjustsnent for the ye8r
85.619
40.813
114,891
200.510
94,974
At 5 April 2023
12A432
169,052
295.484
Market value
At 5 April 2024
555,179
857 171
1.412J50
At 5 April 2023
529.126
807J97
.336.523
Investments at U*Tket Val￿ Ll)mprised:
Fixed inlcKst
Equiiies
83J91
471.588
116.521
740.650
200,112
1212 238
555.179
857.171
1.412J50
All invatment 855ets were held within the UK. The following Ib)Idings at 5% of tho
value of the individual Charitys inv¢5th￿￿ #t 5 Awil 2024
Market
value
Nomin#l
E G Wiltox Th*ritablt Trnsl
Avon Prole¢tiOA Ord £1
Experian Ord 10 cents
JP Morgan Ord 5p
Shell Plc.07 euro
5.89
9.16
9.15
6.51
3,000
iJoo
9,150
IJOD
9,221
8,708
2&833
21.847
32.700
50.850
50.783
36,134
aovelty Charitsbk Trort
North american income ts¢ Ord 25p
JP Mor8an Ord 5p
Sheil PIC .07 euro
CRH ord .32 ¢uro
5.06
8.19
6.14
7.13
15.IM)
11650
1.894
850
20.601
39.836
21.011
20J65
43.350
70.208
52.644
57,545
Pagc io

E G Wll¢oI Chrldu
Note5 t• the fizwD¢i•I stslemeuts
for the y¢•reDded S Aprfl 21n4
2024
Llmbllltks: ¥ffj•untlng f•lllD8 due wlthln tsoe year
Allo￿¢10￿$ io Solihwll School
]# Solihull Group of Boy S¢￿tL8
Wesl- Chartewed Awounwits
25.000
31
Analy$is ofasstts betwttn
C#ph*l
Uodlstribu¢¢d la¢onbe
E G Wlleox
C￿V￿￿
E G Wlleox
Totsl
Li#ed invesiments
Fun& held by ￿ckbrok￿5
529246
744.409
25,933
31031
112,762
53J27
1.412.350
85J58
529246
744.409
57964
166.089
,497.708
L¢s5 Current liobilities
-10.650
529
46
47
14
145 439
1466.408