JOYCE WILKINSON CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 18 August 2006
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £81,510
Latest expenditure: £159,041
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: DODD & CO, FIFTEEN, MONTGOMERY WAY, ROSEHILL INDUSTRIAL ESTATE, CARLISLE, CA1 2RW

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 5 February 2026
Date Accounts Received: 5 February 2026
Total Gross Income: £81,510
Total Gross Expenditure: £159,041

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 5 February 2025
Date Accounts Received: 5 February 2025
Total Gross Income: £81,284
Total Gross Expenditure: £116,655

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 5 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £68,019
Total Gross Expenditure: £115,485

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 4 January 2023
Date Accounts Received: 4 January 2023
Total Gross Income: £73,383
Total Gross Expenditure: £103,648

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 26 January 2022
Date Accounts Received: 26 January 2022
Total Gross Income: £72,751
Total Gross Expenditure: £95,706

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 5 February 2026
Total Gross Income: £81,510
Total Gross Expenditure: £159,041
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 5 February 2025
Total Gross Income: £81,284
Total Gross Expenditure: £116,655
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 February 2024
Total Gross Income: £68,019
Total Gross Expenditure: £115,485
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 4 January 2023
Total Gross Income: £73,383
Total Gross Expenditure: £103,648
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 26 January 2022
Total Gross Income: £72,751
Total Gross Expenditure: £95,706
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name: JOYCE WILKINSON CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-08-18T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT NEWCASTLE UPON TYNE PROBATE REGISTRY ON 4 MAY 2005
Charitable 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.

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures