Ros Harding Charitable Trust
Trustees’ Report and Accounts for the year ended 31 March 2021
Registered Charity Number 1087005
CONTENTS
| Page | |
|---|---|
| Legal and administrative information | 1 |
| Report of the Trustees | 2 |
| Report of the independent examiner | 4 |
| Receipts and payments account | 5 |
| Statement of assets and liabilities | 6 |
| Note to the accounts | 6 |
Ros Harding Charitable Trust Legal and administrative information
Trustees
Mrs C Winterburn Mr J Cooper Mrs E Poore Mr D Colpus
Clerk to the Trustees
Mrs S Rogers
Office
15 Hurst View Road South Croydon Surrey CR2 7AJ
Independent Examiner
Mr T.P. Goodchild FAIA 15 Oaklands Gardens Kenley Surrey CR8 5DS
Bankers
Barclays plc P O Box 95 North End Croydon Surrey CR9 1RN
Solicitors
Streeter Marshall 12 Purley Parade High Street Purley Surrey CR8 2AB
Investment Managers
Rathbone Investment Management Limited 159 New Bond Street London W1S 2UD
1
Ros Harding Charitable Trust
Report of the Trustees for the year ended 31 March 2021
The Trustees present their report and the accounts for the charity for the year ended 31 March 2021.
Constitution, objects and public benefit
The Ros Harding Charitable Trust is constituted under the terms of the Will of the late Ros Harding dated 6 October 1992 and is a registered charity number 1087005.
The purpose of the charity is primarily to assist with the care of the elderly and the relief of distress or hardship caused by poverty amongst the elderly. It is also to propagate the Christian Gospel amongst young people. The Trust’s activities are focused on the districts of Purley, Coulsdon and Godstone.
The Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
Organisation
The names of the trustees are set out on page 1. Trustees were appointed originally under the terms of the Will of Ros Harding. Further appointments are made, when a vacancy arises, by the trustees in office at that time. The trustees usually meet twice a year to assess grant applications and administer the Trust.
During the year the Trust continued to receive income from the Investment fund and has made grants to 19 different charities.
Grant making policy
The charity invites applications for funding from those who meet the grant criteria. Applications are considered against these criteria and major grants made are monitored by the Trustees.
Grants made during the year were as follows:
| Grants made during the year were as follows: | |
|---|---|
| £ | |
| Abbeyfield Purley | 1400 |
| Abbeyfield Sanderstead | 2000 |
| Asthma Relief | 2500 |
| Boston Road Baptist Church | 2500 |
| Brighton Road Baptist Church | 2200 |
| Croydon Hearing Resource Centre | 2000 |
| Croydon Vision | 1500 |
| Kevoirdo's Big Love Foundation | 2000 |
| New Addington Baptist Church | 2000 |
| Old Lodge Lane Baptist Church | 5000 |
| Phoenix Retirement Assoc | 1500 |
| Purley & Coulsdon Clubs for the Elderly | 1500 |
| Purley Baptist Church | 3000 |
| Ryan MS Therapy Centre | 2500 |
| Sanderstead Neighbourhood Care (Young at Heart Club) | 1500 |
| Selsdon Centre For The Retired (Selsdon Trust) | 2000 |
| South Croydon Day Centre | 3000 |
| South Norwood and Woodside Community Association | 5500 |
| Upper Norwood Assoc for Community Care | 1500 |
45,100
2
Ros Harding Charitable Trust Receipts and Payments Account for the year ended 31 March 2021
| Year ended 31 March 2021 £ £ Receipts Interest income 3,145 Dividend income 45,731 Total Receipts 48,876 Payments Grants paid 45,100 Legal and professional costs 3,442 Total Payments 48,542 Net receipts / (payments) for the year 334 Balance brought forward 14,082 Balance carried forward 14,416 |
Year ended 31 March 2020 £ £ 2,991 53,763 56,754 56,150 2,250 58,400 1,646 - 15,728 14,082 |
Year ended 31 March 2020 £ £ 2,991 53,763 56,754 56,150 2,250 58,400 1,646 - 15,728 14,082 |
|---|---|---|
| 56,150 2,250 |
||
| 1,646 - 15,728 |
||
| 14,082 |
All the receipts and payments during the period under review are unrestricted in nature.
5
| Monetary assets | 31March | 2021 | 31March | 2020 |
|---|---|---|---|---|
| tggg | ||||
| Bankdepositaccount | 1,630 | 1,628 | ||
| Bank currentaccount | 12,786 | 12,454 | ||
| 14,416 | 14,092 | |||
| Fund | ||||
| Other MonetaryAssets | ||||
| Permanent | ||||
| Loan(Secured) | Endowment | 184,091 | 184.091 | |
| InvestmentAssets | ||||
| PortfoliowithRathbone | Permanent | |||
| InvestmentManagement | Endowment | 1,689,988 | 1,386,279 |