| Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | for theperiod | for theperiod | for theperiod | |
|---|---|---|---|---|---|---|---|---|
| **From ** | Period start date | To | Period end date | |||||
| 06 | April | 2022 | 05 | April | 2023 |
Section A Reference and administration details
Charity name THE RICHARD LEWIS/JEAN SHANKS AWARD FUND Other names charity is known by Registered charity number (if any) 1010272
| Charity's principal address | MANOR BARN, 8 MANOR WAY, |
MANOR BARN, 8 MANOR WAY, |
|---|---|---|
| EASTBOURNE, | ||
| EAST SUSSEX | ||
| Postcode | BN20 9BN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|
|---|---|---|---|---|---|
| MRS E MUIR- LEWIS |
|||||
| MR N J LEWIS | 29.9.2022 – 5.4.2023 | ||||
| MRS C A LEWIS | 29.9.2022 – 5.4.2023 | ||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | |||||
| Name | Dates acted if not for whole year | ||||
TAR
March 2012
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
TRUST DEED DATED 18 MARCH 1992 AS VARIED ON 10 DECEMBER Type of governing document 1997.
- (eg. trust deed, constitution)
TRUST DEED How the charity is constituted
- (eg. trust, association, company)
APPOINTED BY THE ORIGINAL TRUSTEES Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
Trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
CONTRIBUTING TOWARDS THE EDUCATION OF YOUNG STUDENTS OF SINGING AT THE NATIONAL OPERA STUDIO OR AT SUCH OTHER MUSICAL INSTITUTION AS THE TRUSTEES DECIDE OR TO MAKE DONATIONS TO SUCH OTHER MUSICAL INSTITUTIONS OR ORGANISATIONS WHOSE AIMS ARE EXCLUSIVELY CHARITABLE AS THE TRUSTEES DECIDE
TAR
March 2012
2
MAKING GRANTS TOWARDS THE OBJECTS INDICATED ABOVE.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
TAR
March 2012
3
Section D Achievements and performance
AWARDS TOTALLING £29,300 WERE MADE DURING THE YEAR TO Summary of the main STUDENTS AND OTHER PROJECTS DEEMED TO BE SUITABLE BY achievements of the charity THE TRUSTEES. during the year
TAR
March 2012
4
Section E Financial review
ALL RESERVES ARE UNRESTRICTED AND AVAILABLE FOR THE Brief statement of the OBJECTIVES OF THE CHARITY. charity’s policy on reserves
Details of any funds materially NONE in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) ELIZABETH MUIR-LEWIS Position (eg Secretary, Chair, CHAIR etc)
Date 14/12/2023
TAR
March 2012
5
| THE RICHARD LEWIS/JEAN SHANKS AWARD FUND | THE RICHARD LEWIS/JEAN SHANKS AWARD FUND | 1010272 | |
|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||
| For the period from |
06/04/2022 To |
05/04/2023 |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 32,800 - 179 - - - 32,979 - - - 32,979 29,300 790 382 258 813 823 3,678 36,044 - - - 36,044 - 3,065 - 84,818 81,753 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 32,800 - 179 - - - 32,979 - - - 32,979 29,300 790 382 258 813 823 3,678 36,044 - - - 36,044 - 3,065 |
Last year to the nearest £ |
|
| Interest and dividends | 32,800 | 32,800 | ||||
| Legacyfrom Shanks Will Trust | - | 3,512 | ||||
| Book sales | 179 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
32,979 | 36,312 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| Transfer from investments | - | |||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 36,312 | ||||||
| Awards made | 29,300 | 29,414 | ||||
| Award expenses | 790 | 420 | ||||
| Website expenses | 382 | 663 | ||||
| Accountancy | 258 | 252 | ||||
| Sundries | 813 | 371 | ||||
| Book costs | 823 | - | ||||
| Concert **Sub total ** |
||||||
| 31,120 | ||||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 31,120 | ||||||
| - 3,065 | - | - | - 3,065 | 5,192 | ||
| - | - | - | - | - | ||
| 84,818 | - | - | 84,818 | 79,626 | ||
| 81,753 | - | - | 81,753 | 84,818 |
Page 1
Accounts 2023
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details HSBC current account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Quilter Cheviot portfolio |
Unrestricted funds Restricted funds to nearest £ to nearest £ 81,753 - - - - - 81,753 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) Unrestricted - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name ELIZABETH MUIR-LEWIS |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| ELIZABETH MUIR-LEWIS | 14/12/2023 | ||
Page 2
Accounts 2023
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of On accounts for the year ended Set out on pages Respective responsibilities of trustees and examiner |
THE RICHARD LEWIS/JEAN SHANKS AWARD FUND | THE RICHARD LEWIS/JEAN SHANKS AWARD FUND | THE RICHARD LEWIS/JEAN SHANKS AWARD FUND |
|---|---|---|---|
| 05/04/2023 | Charity no (if any) |
1010272 | |
| 1 and 2 | |||
| 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 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: |
-
examine the accounts under section 145 of the Charities Act,
-
to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
• to state whether particular matters have come to my attention. Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement 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 the 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 In connection with my examination, no matter has come to my attention
-
examiner's statement (other than that disclosed below *) 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 Charities Act; and
-
to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
-
have not been met; or
-
-
to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
-
Please delete the words in the brackets if they do not apply.
Signed: Date: 14/12/2023 Name: DAVID A ACOTT MA FCA Relevant professional CHARTERED ACCOUNTANT qualification(s) or body (if any):
1
IER
March 2012
Address: 12 THE FARTHINGS CROWBOROUGH EAST SUSSEX TN6 2TW
Section B Disclosure
Only complete if the examiner needs to highlight material problems.
2
IER
March 2012
Give here brief details of any items that the examiner wishes to disclose .
3
IER
March 2012