**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||||
|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||||
**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:
- 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
March **2012**
**TAR**
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.
March **2012**
**TAR**
3
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**
March **2012**
**TAR**
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** 4/12/2025
March **2012**
**TAR**
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~~||
|---|---|
|**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
**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~~
~~=~~||
|**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~~||
|**_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 £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||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:
- 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
2. 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:** 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**