JOYCE WILKINSON CHARITABLE TRUST

Registered charity 1115856 · accounts filings on the Charity Commission register

Financial support to local charities in and around Westward, Wigton, Cumbria. Emphasis on old age and children's charitable organisations and village facilities.

Objects

'IN THIS CLAUSE 'CHARITY' MEANS ANY PURPOSE WHICH IS EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND ANY INSTITUTION WHETHER CORPORATE OR NOT (INCLUDING ANY TRUST OR UNDERTAKING) WHICH IS ESTABLISHED FOR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND 'CHARITIES' HAS A CORRESPONDING MEANINGPLEASE SEE WILL FOR FURTHER DETAILS.

Area of benefit: NOT DEFINED BY GI. IN PRACTICE, CUMBRIA.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Get email alerts

Registered contact address: Cumberland, North West, England (from the postcode on the register)

Latest income

£82k

Latest spending

£159k

Registered

2006

Accounts read

FY2025

Financial health, per its FY2025 accounts

The charity holds unrestricted reserves of £3,776,788, which decreased by £106,326 from the previous year due to investment revaluations. Total charitable expenditure of £89,929 was funded by incoming resources of £81,510, resulting in a net outgoing resource position for the year. The trustees report that the asset value has increased overall, supported by long-term land holdings and a managed investment portfolio.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Rents and wayleaves (67% of income)

“Rents and wayleaves 54,516” — page 14

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 05/04/2025

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

BEVAN OSGOOD
Joanne Verona Thomlinson · trustee of 3 other charities
Philippa Margaret Irving
TIMOTHY HENRY CARTMELL · trustee of 2 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Financial year end	Income	Spending
05/04/2025	£82k	£159k
05/04/2024	£81k	£117k
05/04/2023	£68k	£115k
05/04/2022	£73k	£104k
05/04/2021	£73k	£96k

Common questions

Is JOYCE WILKINSON CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The charity holds unrestricted reserves of £3,776,788, which decreased by £106,326 from the previous year due to investment revaluations. Total charitable expenditure of £89,929 was funded by incoming resources of £81,510, resulting in a net outgoing resource position for the year. The trustees report that the asset value has increased overall, supported by long-term land holdings and a managed investment portfolio. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with JULIA MARY WOOD CHARITABLE TRUST.

JULIA MARY WOOD CHARITABLE TRUST income £33k
J A GILLETT CHARITABLE TRUST income £38k
THE JAMES GIBSON CHARITABLE TRUST income £45k
WICKSTEED CHARITABLE TRUST income £4.4m
JACK LIVINGSTONE CHARITABLE TRUST income £58k
CHAPMAN CHARITABLE TRUST income £442k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
JOYCE WILKINSON CHARITABLE TRUST	£82k	—	0	unclear	—	no doubt
JULIA MARY WOOD CHARITABLE TRUST FY2025	£33k	—	0	unclear	—	no doubt
J A GILLETT CHARITABLE TRUST FY2025	£38k	—	0	unclear	—	no doubt
THE JAMES GIBSON CHARITABLE TRUST FY2025	£45k	—	0	within	—	no doubt
WICKSTEED CHARITABLE TRUST FY2025	£4.4m	£80,001 - £90,000	—	unclear	—	no doubt
JACK LIVINGSTONE CHARITABLE TRUST FY2025	£58k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.