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2024-04-05-accounts

Trustees' Annual Report for the period

Period start date
06
April		 Period start date
06
April		 2023 Period end date
05
April		 2024
**From ** To

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, EASTBOURNE, EAST SUSSEX Postcode BN20 9BN ~~a~~

Registered charity number (if any) 1010272

Names of the charity trustees who manage the charity

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
2 MR N J LEWIS
3 MRS C A LEWIS
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

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.

TRUST DEED How the charity is constituted

APPOINTED BY THE ORIGINAL TRUSTEES Trustee selection methods

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

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:

TAR

March 2012

3

Section D Achievements and performance

AWARDS TOTALLING £32,000 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:

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 12/12/2024

TAR

March 2012

5

CC16a
1010272
THE RICHARD LEWIS/JEAN SHANKS AWARD FUND
Receipts andpayments accounts
06/04/2023
05/04/2024
To
For the period
from
- ~~——————~~
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest £
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
Interest and dividends
32,800
-
-
32,800
32,800
Book sales
-
-
-
-
179
Concert tickets
1,968
-
-
1,968
-
-
-
-
-
-
-
-
-
-
-
Sub total(Gross income for
AR)34,768
-
-
34,768
32,979
A2 Asset and investment sales,
(see table).
Transfer from investments
-
-
-
-
-
-
-
-
-
Sub total -
-
-
- -
Total receipts
34,768
-
-
34,768
32,979
~~—=~~
~~= = = =~~
~~————~~
A3 Payments
Awards made
32,000
-
-
32,000
29,300
Award expenses
1,265
-
-
1,265
790
Website expenses
158
-
-
158
382
Accountancy
258
-
-
258
258
Sundries
777
-
-
777
813
Book costs
-
-
-
823
Concert
5,589
5,589
3,678
Sub total 40,047
-
-
40,047
36,044
~~===~~
~~===~~		 382
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
- -
Total payments
40,047
-
-
40,047
36,044
Net of receipts/(payments)
- 5,279
-
- - 5,279
- 3,065
A5 Transfers between funds
-
- -
-
-
A6 Cash funds last year end
81,753
- -
81,753
84,818
Cash funds this year end
76,474
-
- 76,474
81,753
~~————~~
~~=======~~

Page 1

Accounts 2024

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 £
76,474
-
-
-
-
-
76,474
-
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 12/12/2024

Page 2

Accounts 2024

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ THE RICHARD LEWIS/JEAN SHANKS AWARD FUND members of

05/04/2024 Charity no 1010272 On accounts for the year (if any) ended Set out on pages 1 and 2 ~~Pp~~ Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:

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:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

  4. have not been met; or

  5. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

  6. Please delete the words in the brackets if they do not apply.

Signed:

Date: 12/12/2024

Name: DAVID A ACOTT MA FCA

Relevant professional CHARTERED ACCOUNTANT qualification(s) or body (if any): ~~Co~~

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