JOAN WILKINSON CHARITABLE TRUST

Registered charity 1162954 · accounts filings on the Charity Commission register

Grants are made to registered charities and organisations which are set up to support the Education, Advancement, Welfare or Relief of Poverty of Children in Need specifically children under the age of 18. Skegness, Lincs is an area of special interest.Applications reviewed twice yearly in May and November.

Objects

THE TRUST COMPANY SHALL STAND POSSESSED OF THE ANNUAL INCOME ARISING FROM THE RESIDUARY ESTATE FOR SUCH CHARITABLE INSTITUTIONS OR OTHER CHARITABLE OBJECTS IN ENGLAND WHICH SUPPORT THE EDUCATION, ADVANCEMENT, WELFARE AND RELIEF OF POVERTY OF CHILDREN IN NEED AS THE TRUST COMPANY MAY IN ITS ABSOLUTE DISCRETION SELECT AND TO PAY SUCH INCOME TO OR FOR THE BENEFIT OF SUCH INSTITUTIONS OR OBJECTS AND IF MORE THAN ONE IN SUCH PROPORTIONS AS THE TRUST COMPANY MAY THINK PROPER.

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

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Get email alerts

Latest income
£48k
Latest spending
£47k
Registered
2015
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted reserves of £19,084 and capital assets of £1,501,832 at the year end. The trustees' policy is to distribute all income arising after allowing for operating expenses, resulting in a small undistributed balance carried forward. The independent examiner confirmed that no material matters came to their attention regarding the accounts.

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

What the accounts disclose

Reserves policy: distribute all income arising in the trust after allowing for any operating expenses (held: £19k)
“It is the trustee’s policy to distribute all income arising in the trust after allowing for any operating expenses. Because of timing differences between receipt of income and the authorisation of grant payments a balance of undistributed income may be held in reserve at the year end and this will be carried forward and distributed in 2025/26” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
02/06/2025£48k£47k
02/06/2024£45k£44k
02/06/2023£44k£48k
02/06/2022£41k£49k
02/06/2021£40k£43k

Common questions

Is JOAN WILKINSON CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £19,084 and capital assets of £1,501,832 at the year end. The trustees' policy is to distribute all income arising after allowing for operating expenses, resulting in a small undistributed balance carried forward. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.