JOAN WILKINSON CHARITABLE TRUST
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.
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.
What the accounts disclose
“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
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.