The laws assist those who are vigilant, not those who sleep over their rights.

Wilson Charitable Fund

Background
One of our partners Gary Rycroft acts as the Clerk to the Trustees of The Elizabeth & Richard Wilson Charitable Fund, a registered charity (RCN 1114129) formed in May 2006 with monies left under the Will of Richard Wilson late of Warton, nr Carnforth, who was a client of Joseph A. Jones & Co.

Purpose
The Fund is required to distribute 10% of its income to each of:

> Warton Parish Church for the upkeep of the graveyard
> Warton Methodist Chapel for the general purposes of the Chapel
> Warton Parish Council to award educational grants for young people wanting to benefit from Higher Education

In addition, the trustees may, at their discretion, distribute the remaining 70% of the income in the form of grants to organizations or individuals in Lancaster, Morecambe, Carnforth and surrounding rural areas for the following purposes:

> To further the religious and other charitable work of the Church of England
> To further the religious and other charitable work of the Methodist Church
> To enable Parish Churches to be kept in good order and repair
> To enable Methodist Chapels to be kept in good order and repair
> To help young people to develop their physical, mental and spiritual capacities
> In awarding scholarships, exhibitions, bursaries or maintenance allowances to any school or educational establishment to persons under the age of 18 years
> To further the objectives of the Scout Association, the Guide Association or any other charitable youth organisation

Trustees
There are five trustees – four of whom are independent from Joseph A. Jones & Co. The five trustees are Sue Hodgson, Sally Richardson, John Shakespeare, Jen Le Page and Michael Rowlinson.

Grant making process
The Trustees usually meet to agree and distribute grants on two occasions each year. Applicants are asked to complete a simple form, which may be obtained by contacting Gary Rycroft at Joseph A. Jones & Co.

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