Helen Robertson Charitable Tntst
ATATEMENT OF FINANIAL AcfiviTIES Ilncorporating the Income and Expenditure Account}
for the year ended 5 Aprul 2022
2022
2021
Income
Interest recewed
221
Dividends from Summerleaze Ltmtted
568
213(K)
56890
21521
Expenditure on Charitable acttvrties.. Grants to Charitable causes
BXM
Daisy's Dream
Disabled Sailors
Fairclose Centre
tc IGrowing Together)
Julius House
Living Paintings
Macmillan
Mancap
NeWbUry￿up Kitchen
Pembrokeshire Homeless
Red Cross
Sty Michael's Hospi
Thumbs Up
Treloar Trust
TVAP
YMCA

Young and Inspired
27tXK)
23(XM)
Administration Expenses
Bank charges
106
70
Total expenditure
27106
23070
Net Income IExpenditurel and Movement in Funds
29784
115491
8alance at 5 April 2021
190766
192
Balance at 5 April 2022 on Income and Expenditure Account
£ 220550
£ 190766
BALANCE SHEET S April 2022
2022
2021
Balance at Bankers
CAF Bank
3￿24
Scotknsh Widows Bank ￿ days noti
181626
220650
190866
Total Net assets
220650
190866
Unrestricted Funds represented by".
Income and Expenditure Accovnt
220550
Initial Funds introduced by Mrs H R Robertson
i(x)
220650
190866
Note-
The Charity also holds 71 Ordinary Shares in Summerleaze knmited which were settled by Mrs
Robertson at the inception of the Trust. These shares are unquoted and are not easily marketable.
Signed on behalf of the Trustees
S J Robertson Trustee
September 2022

TRUSTEES REPORT for the year ended 5 April 2022
During the year the Trustees made furthergrants from income received to aid causes which provide
relief from suffering and hardship. primarily to young and sick people in the United Kingdom.
Mr KA. Robertson, Mrs SJ Robertson, Mrs T.0. Robert50n. Mis5 Nicola Woodage and Mr C.R.S. Link
continued to act as Trustees during the year.
Financial review
Total income was £ 5689J against £ 21521 in the previous year. Expenditure was £ 27106 against
23070 the previous year. The net surplus for the year wa5 £ 297841£ 1549 deficit in 20211.
At the year end the Net Assets were E 220650.increased fro. £190866 a year earlier.
Reserves Poli
The Trustees have agreed that current resefves are appropriate to ensure the maintenance of
present charitable payment levels for c￿rrent and future beneficiarie5.
Risk Assessment
The Trustees recognise that risk assessment 15 an important element of good practice. and they have
continued to monttor the matter during the year.
Publit Benefit
With reference to guidance from the Charity Commission. the Trustees consider that the Charity's
activity continues to be for the public benefit by applying the income to relieve hardship across a
wide spectrum.
Statement of Trustees. res
onsibilities
The Trustees are responsible for preparing the annual Trustees. Report and Financial statements in
accordance with applicable law and United Kingdom Accounting Standards.
The law applicable to charities in England and Wales require5 the Trustees to prepare Financial
Statements for each year which give a true and fair view of the state of affairs of the Charity and of
its income and application of resources for that period. In preparing these statements the Trustees
are required to..
.select suitable accounti￿ policies and then appty them consistently-
.observe the methods and principles in the Charities SORP: make judgments and estimates that are
reasonable and prudent-. state whether applicable accounting standards have been followed.
subject to any Fnaterial departures disdosed and explained in the financial statements.
.prepare the financial statements on the going con￿rn basis. unless it is inappropriate to presume
that the charity will continue in business.

The Trustee5 are restminsible for keeping proper accounting records that disclose with reasonable
accuracy at any time the financial posttron of the charrty, and enable them to ensure that the
financial statements comply with the Chartiies Act 2011. the Charity (Accounts and Reports)
Regulations 2008 and the provisions of the constitution. They are also reswnsible for safeguarding
the assets of the charity and hence for taking reasonable Steps for the prevention of fraud and other
irregularibes.
Signed on behaff of the Trustees
S J Robertson Trustee
December 2022
Re
rtof the Inde
ndert Examlnerto the Trustees of the Helen Robert50n Charitable Trust
In connection with my examination of the Accounts for the year ending 5th April 2020 no matters
have come to my attention which gNe me reasonable cause to believe in any material respett the
requirements to keep accounting records in accordance wtth Section 130 of the Charities Act 2011
and to prepare Accounts which accord wf(h the accountin8 requirements of the 2011 Act have not
been met, or whith, in my opinion. attention should be drawn in order to enable a proper
understanding of the Accounts to be reached.
Tr iJfjJ
D Walla
December 2022