JOAN WILKINSON CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 31 July 2015
Removed: Not supplied
Financial period: 3 June 2024 – 2 June 2025
Latest income: £47,602
Latest expenditure: £46,960
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: ZEDRA UK TRUSTS, Booths Hall, Booths Park 3, Chelford Road, Knutsford, WA16 8GS

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 3 June 2024
Fin Period End Date: 2 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 2 April 2026
Date Annual Return Received: 19 February 2026
Date Accounts Received: 19 February 2026
Total Gross Income: £47,602
Total Gross Expenditure: £46,960

Fin Period Start Date: 3 June 2023
Fin Period End Date: 2 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 2 April 2025
Date Annual Return Received: 28 March 2025
Date Accounts Received: 28 March 2025
Total Gross Income: £44,931
Total Gross Expenditure: £44,020

Fin Period Start Date: 3 June 2022
Fin Period End Date: 2 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 2 April 2024
Date Annual Return Received: 2 April 2024
Date Accounts Received: 2 April 2024
Total Gross Income: £43,952
Total Gross Expenditure: £48,277

Fin Period Start Date: 3 June 2021
Fin Period End Date: 2 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 2 April 2023
Date Annual Return Received: 5 April 2023
Date Accounts Received: 5 April 2023
Total Gross Income: £40,738
Total Gross Expenditure: £48,598

Fin Period Start Date: 3 June 2020
Fin Period End Date: 2 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 2 April 2022
Date Annual Return Received: 9 March 2022
Date Accounts Received: 9 March 2022
Total Gross Income: £39,695
Total Gross Expenditure: £42,800

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: 3 June 2024
Fin Period End Date: 2 June 2025
Ar Due Date: 2 April 2026
Ar Received Date: 19 February 2026
Total Gross Income: £47,602
Total Gross Expenditure: £46,960
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: 3 June 2023
Fin Period End Date: 2 June 2024
Ar Due Date: 2 April 2025
Ar Received Date: 28 March 2025
Total Gross Income: £44,931
Total Gross Expenditure: £44,020
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: 3 June 2022
Fin Period End Date: 2 June 2023
Ar Due Date: 2 April 2024
Ar Received Date: 2 April 2024
Total Gross Income: £43,952
Total Gross Expenditure: £48,277
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: 3 June 2021
Fin Period End Date: 2 June 2022
Ar Due Date: 2 April 2023
Ar Received Date: 5 April 2023
Total Gross Income: £40,738
Total Gross Expenditure: £48,598
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: 3 June 2020
Fin Period End Date: 2 June 2021
Ar Due Date: 2 April 2022
Ar Received Date: 9 March 2022
Total Gross Income: £39,695
Total Gross Expenditure: £42,800
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

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

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

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

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

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

07 Official extract

Charity Event History

Charity Name: JOAN WILKINSON CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2015-07-31T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED 02 JUN 2014
Charitable 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.

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints handling

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Paying staff