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The Roger Lancelyn Green Memorial Trust
Trustees Annual Report
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for the year ended 5th April 2025
Charity No 1004447
Address Poulton Hall Bebington ; Wirral Merseyside CH63 9LN :
Trustees Dr.C.C. Stevens .
S.R.Lancelyn Green Esq M.A.
R. Lancelyn Green BSc
Nature of Governing Document Deed of Trust
Appointment of Trustees By the Trust Board to fill any Vacancy
The Objects of the Trust
Arts Educational support including support of performance in Classical Greek at Bradfield College, and other charitable and local community purposes espoused by the late Roger Lancelyn Green, or deemed appropriate by his successors and trustees, to be supported by the income from the foundation fund or from property vested in the trust.
Achievements & Financial Report & Policy on Reserves
Please see the following statements
On behalf of the Trustees
S.R.Lancelyn Geen Esq. MA
Pagel
Roger Lancelyn Green Memorial Trust
Trustees’ +1 th ‘7 eth Report for the year April 6° 2024 to April 5° 2025
Policy and progress matters
As 2024 was not a Greek Play year no grant for this was made and the investment income from both 2024 and 2025 remained with Rathbones, being placed in an interest generating deposit a/c in readiness for the grant in early 2026. The investment income of 2023 was drawn during the year 2024/5 to fund two choral scholarship extensions at Merton College
During the year the contactless payment system failed and was not working for much of the year and will probably be abandoned unless it or something similar can beobtained which is free to use though a small commission on usage is acceptable.
The new Headmaster of Bradfield, Jeremy Quartermain, as ex officio trustee, was duly invited and replaced Chris Stevens. 2026 is a Greek Play year so a grant, probably of £30,000 will be made to support it.
Donations
During the year the usual donations were made to the Walled Garden Trust to enable it maintain the literary theme and to be opened to the public in aid of other charities. In addition to public openings the gardens offer 12 month apprenticeships under the W.R.A.G scheme to one or two apprentices, and this year there were two.
Other donations included support for Choral Evensong in Cathedrals (for which recognition as a World Heritage Organisation is presently being sought) and endowment of two choral scholarships at Merton College, Oxford.
Income
Both investment income and property income were at similar levels to the previous year, though the investment portfolio had decreased in value by just over 5%. However it had more than recovered by the end of the calendar year.
SRLG 5/2/26
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|---|---|---|---|---|---|---|---|
|The Roger Lancelyn|Green|Memorial|Trust|1004447|
|F|COMMISSION|Receipts|and|payments|accounts|CC16a|
|i|/|For the|period|Period startdate||-|r|Period end date|
|from|06/04/2024|°|05/04/2025|
|Section A|Receipts|and|payments|
|Unrestricted|Restricted|Endowment|Total funds|Last year|
|funds|funds|funds|
|to the|Rearest|to the nearest £|to the nearest £|to the|nearest £|to the|nearest £|
|A1|Receipts|
|es ee|
|a|
|a bpa|
|Pe|Ee|
|Pe|ee ee|
|Pe ee|
|Pe ee|
|Pe|ee|
|Sub|total (Gross income|for|60,949|60,949|66,777|
|AR)|
|A2|Asset|and|investment|sales,|
|(see|table).|
|Loan|from|Capital|account|||
|a|
|Subtotal]|||
|A3|Payments|
|PP|
|SSCSC~—sSCSSSC“‘CST didi|dC|
|[Bank|Charges|a ee|
|Pe|ee|
|Ce ee|
|Pe|Ee ee|
|Pe|Ee Ee|
|Pe a|
|SubtotalLese7]{|SS|Cid|
|JE|
|A4|Asset|and|investment|
|purchases,|(see|table)|
|Invested|Rathbones|;|
|ee|
|Sub total|_|
|Total|payments|67]|CJ|
|Net ofreceipts/(payments)|ee ||
|ASTransfersbetweenfunds|[|fT||PE|
|AG Cash funds|last year|end|ee |es|
|Cash|funds|this year end[s47s]|[LPS|
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Section B Statement of assets and liabilities at the end of the period
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Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest£ to nearest£ to nearest£
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
: Details to nearest£ to nearest£ to nearest£
—_ —
Fund to which Cost (onti ; Current value
; Details asset belongs ost (optional) optional
oo
Details Fundasset to belongs which Cost ost (optional)(onti I Currentoptional value
Fund to which Amount due When due
Details. liability relates optional optional
- ——
Signed by one or two trustees on . . Date of
behalf of all the trustees Signature Print Name approval
; S.R. Lancelyn Green 05/02/2025
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The Roget Lancelyn Green Memorial Trust
Independent examiner’s report to the Trustees
| report on the accounts of the company for the year ended 5th April 2025, which are set out on pages 1 to 4
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my resposibility to:-
examine the accounts under section 145 of the 2011 Act;
to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act: and
to state whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:
(1) which gives me reasonable cause to believe that in any material respect the requirements:
to keep accounting records in accordance with section 130 of the 2011 Act ; and
to prepare accounts which accord with the accounting records, comply with the accounting requirements of the 2011 Act
have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Bevryamiw Morris FCA
. Benjamin H Morris FCA Chartered Accountant Highfield, Bull Hill Lt Neston CH64 4DN Date: 05/02/2026
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