Trustees' Annual Report for the period
| Period start date 06 April |
Period start date 06 April |
2024 | Period end date 05 April |
2025 | ||
|---|---|---|---|---|---|---|
| **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 |
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| 2 MR N J LEWIS | |||
| 3 MRS C A LEWIS | |||
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
~~——~~ Name Dates acted if not for whole year 1 March 2012
March 2012
TAR
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:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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
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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:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
AWARDS TOTALLING £36,500 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
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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:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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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 4/12/2025
March 2012
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5
| CC16a 1010272 THE RICHARD LEWIS/JEAN SHANKS AWARD FUND Receipts andpayments accounts 06/04/2024 05/04/2025 To For the period from ~~_————F~~ |
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|---|---|
| Section A Receipts and payments | |
| Unrestricted funds Restricted funds Endowment funds Total funds Last year |
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| to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ |
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| A1 Receipts Interest and dividends 50,300 - - 50,300 32,800 Concert tickets - - - - 1,968 - - - - - - - - - - Sub total(Gross income for AR)50,300 - - 50,300 34,768 A2 Asset and investment sales, (see table). Transfer from investments - - - - - - - - - Sub total - - - - - Total receipts 50,300 - - 50,300 34,768 ~~SSS~~ ~~SS~~ ~~=~~ |
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| A3 Payments Awards made 36,500 - - 36,500 32,000 Award expenses 3,507 - - 3,507 1,265 Website expenses 480 - - 480 158 Accountancy 264 - - 264 258 Sundries 701 - - 701 777 Concert 9,509 9,509 5,589 Sub total 50,961 - - 50,961 40,047 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - ~~SSS~~ ~~ES SSS~~ ~~——S~~ |
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| Total payments 50,961 - - 50,961 40,047 Net of receipts/(payments) - 661 - - - 661 - 5,279 A5 Transfers between funds - - - - - A6 Cash funds last year end 76,474 - - 76,474 81,753 Cash funds this year end 75,813 - - 75,813 76,474 ~~=====~~ |
- 5,279 - 81,753 76,474 |
Page 1
Accounts 2025
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 £ 75,813 - - - - - 75,813 - 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 £ |
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| Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| ELIZABETH MUIR-LEWIS | 04/12/2025 | ||
Page 2
Accounts 2025
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
05/04/2025 Charity no 1010272 On accounts for the year (if any) ended Set out on pages 1 and 2 ~~po~~ 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:
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examine the accounts under section 145 of the Charities Act,
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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
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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 *)
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which gives me reasonable cause to believe that in, any material respect, the requirements:
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to keep accounting records in accordance with section 130 of the Charities Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
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have not been met; or
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to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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Please delete the words in the brackets if they do not apply.
Signed: Date: 4/12/2025
Name: DAVID A ACOTT MA FCA
Relevant professional CHARTERED ACCOUNTANT qualification(s) or body (if any): ~~OC~~
1
March 2012
IER
Address: 12 THE FARTHINGS CROWBOROUGH EAST SUSSEX TN6 2TW Section B Disclosure
Only complete if the examiner needs to highlight material problems.
2
March 2012
IER
Give here brief details of any items that the examiner wishes to disclose .
3
March 2012
IER