CHARITY COMMISSION I FOR ENGLAND AND WALES Trustees. Annual Report for the period From 0610412024 Period start date To 0510412025 Perlod end dats Charlty name: Old Rishworthian Scholarshlp Fund Charity registratlon number 1129042 Objectives and Activities SORP refe￿nce Para 1.17 Summary of the purposes of Ihe charity as set out in Its goveming document To provide bursaries to such persons 8ttending Rishworth School as might be in need of financial assistance for educational ur ses. The principal activtlies of the Fund are: . (l) To provid8 bursaries to such persons attending Rishworlh School as might be in naed of financial assistance fcff educational purposes. (li) To award financial assistance other than Bursarie5 in the interests of both physical and academic education to P8rsons attendin Rishworth School. In planning their activities for the year the Trustèes have kept in mind the Charity Commissioners guidance on public beneflt at trustee meotings and ar8 satisfied that, as trnstees of 2 grant making charity, they meet those objectives. The Trustees therefore believ8 they have complied with th8 duty in Section 4 of the 2011 Charities Act to have due regard to guidance published by the Charity Comrnission, induding publlc benefit uidance Summary of the main activities in relation to those purposes for the public benefit. in particular. the activities, projects or seNices identified in the accounts. Para 1.17 and 1.19 Statement confirming whether tho trustees havg had régard to the guidance issued by the Charity Commissh)n on public benefit Para 1.18 Achievements and Perfomiance The charity has continued to provide financjal assistance to students attending Rishworth srthool. Summary of the maln achievements of the charity, identifying the difference the Gharity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whol8. Para 1.20 Financial Review Review of the ch81ity's ffftancial position at the end of Ihe perlts Para 1.21 During the year, the portfolio's capital value, after adjusting for purcha$e8 sales. reduced by £5,423. Inv8strnent in￿rne received in the year was £24,001 compared with £16,707 for 2024. Whilst it is the policy of the Trustees to always maintain 8 liquid reserve whith, together with expected inveslment income, will enable it to meet rts known ommitments to bursarie5 both present and flrture, where an income Surplus arises It i8 now the policy to distribule such a surplus means of retros eclive bursaries. £507.074 NIA Statement explaining the policy for holding reseNes stating why th8y are held Para 1.22 Amount of reservès held Reasons for IK)Iding zero reserves Details of fund materialty in defi¢il Explanation of any uncertainti8s about the charity conlinuing as a golng concern Para 1.22 Para 1.22 Para 1.24 NIA Para 1.23 NIA Structure, Governance and Management Description of charity's trusts: Type of goveming document -Iiler) Para 1.25 Deed of Trust daied 11 May 1954 and varied by means of resolutions of the Old Rishworthian Club dated 19 October 1968 and8Ma 2005 Unincorporated association How is the charsty constituted? Para 1.25 Iir3le.d Trustee Selection methods including details of any consttiutional rovisions e. Para 1.25 Atl Trustees are appointed by the Old Rishworthian Club in general meeting. election to post or narne of any person or body entitled to appoint one or more trustees Reference and Administrative details Char name Oiher name Ihe char uses Re istered char number Charity's principal address Old Rishworthian Scholarshi Fund 112g042 Heritage Exchange, South Lane. Elland HX5 OHG Names of the charfty trustees who manage the charlty Dates a¢t•d rf not forwho ear Trustee name offi￿ Ilfanyl Nam• of parson lor body) •ntitl•d olnt trusteo Mrs M Ringland Mr J T Gartside Chair Mr R W Harrison Secretary MrA Lewis Ms H Bamish Mr W P Hodgson Mr T D Andrew Treasurer 10 12 13 14 15 16 17 18 19 20 orate trustees- narnes of the dir8ctors at the date the re Dlrectar nan ortwasa NONE Name of trustees holding title to propety belonging to the charity Trust•e nam• Datss acied If not forwhole NONE Funds held as custodian trustees on behalf of others Description of the assels NIA held in this capacity Name and objects of the charity on whose behaff the assets are held and how this falls wthin the custodian harity's objeGIs NIA Details of arrangements for safe custody and segregation of suth assets from the charlty's own assets NIA Exemptions from disclosure Reason for non4isclosure of ke ersonnel details NIA Other o tional information NIA clarations Th si trustees declare that they have approyed th* trustees? report above. pd on behalf of thp ¢harJty8 tnASt•es Signaturd$) Full name(s} on (tg Secr*ry, Chalr, etc) Pe$ Michelle Rinyian Chair Will Hodgson Treasurer 0811012025 Old Rlshworthlan Scholarshlp Fund Annual accounts for the Charity eriod 1129042 CC17a PeriDd ¥tart date 0610412024 To end dale 0510412025 Section A Statement of financial activities Rgstrictgd Unre$￿¢t¢d Income fvnds funds R•comm•nd•d categorles by Dèiails of own anatysls Endowm¢nt Total thls funds year Totsl last year 335381 Incomlng resourcos Incoming Msoiirca8 Irom yenerated fijnds F01 F02 F03 F04 F05 v4￿n￿Y Donations 12.020 12.020 24.001 24.001 16.707 Incomlng resourre¥from haritobl¢ actfvllles Oth•r Incomlng resource8 GLG monies Total Incomlng resourcos Resourc¢s oxp•nded {NotÈs 441 37.088 37,088 17.057 Costs Of Q¢neratlng Fund$ ¢ostggf g*ner8ln9vcluTht4ry Ineom8 Fundr*iwtrgdiig ¢osty 5,038 29,432 5,038 4,091 13,133 Charitable actfvltias BuT5aries 29,432 GO￿anG* ¢0ots IXherresource* exppDded Bank ch8rges Total resources oxpendgd NatiTncominp/loutg0Sn9) resources beforn 34,474 34.474 16,936 2,614 2.614 121 Gross Iranslers b•tWOgn funds Netlncomingloutgoing) b•fore 0￿￿1¢¢09n15Od galns/(10ssos) Other recognlsed galn$lllos6es Gains and losses on reV￿ua￿on of fwl ass¢ts for the charity's 01￿ us• Gains and10sses on in¥eslmenl assets 2,614 2,614 121 4.3S4 4.354 16,638 Net movom•nt in lunds 2.614 4,354 6.968 16,759 483,347 Totsl funds brought fotward Tvtalfunds ca￿led forward 169.079 331,027 500.106 171.693 335.381 507,074 500,106 CC17a (Excell 0510312026 Section B Balance sheet e5 nc Unrestskted incom8 Endpwment Totsl thls Total la nds Fixed as Tangible as F07 ets F02 F03 F04 FOS Investmen Total flxed•ssets 126,369 335,381 461,750 Current a Stock and w Debto (Short t4mi) Cosh at bank and in hand Total curn9ntassgts sets rk In pvogr985 467,173 Crèdittirs: yèar ounts lalling.due thin Not unwrtassots1(IlabMttlo¥ Total as54ts less curtsntliabilities 32,93 0,106 Creditors: a one year Provislons fo unts fallln9 due atter Ilabrlklos dnd char Funds of tlle Charity Unrestrlct¢d f nds 171. 93 171. 93 189,079 Re8trl¢ted Ih¢ome thnd$ Endowment fupds 335.381 335,381 331,027 Tolalfunds 500.106 Slyneé byone or the trustees o truyts?s ￿ behalfof Slw&ture Print Namp Datp of MRin Fand Q8M012025 WHO Èon a8111Y2025 ¢C178 {ExO1 05103r2ir26 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to tho trustees OLD RISHWORTHIAN SCHOLqRSHIP FUND On accounts for the year ended 05 APRIL 2025 Charity no (if any) 1129042 Set out on pages 1&2 I report to the trustees on my examination of the accounts of tha abov8 arity fthe Trusf) for the year ended 0510412025. Responsibilities and basis of report As th8 charitys trustees, you are responsible for the preparation of the accounts in accordan￿ with the requirements of the Charities Act 2011 ('the Acr). I report in resped of my examination of the Trust'$ accounts ￿ted out under section 145 of the 2D11 Act and in carrying out my examination. I have followed all the applicable Directions given by the Charity Commission under section 145(5){b} of the Act. Independent I hava completéd rny examination. I confimi that no material matters have examiner's statsment come to my attention in connection with the examination loth8r than that disclosed below ') which gives me cause to belleve that in, any material resFectr. the aocounting records were not kept in accordance with s8Ction 130 of the Charities Acl; or the accounts did not accord with the accountlng records," or the accounts did not comply with the applicable requirements con¢eming the form and conlent of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view whi¢h is not a matter constdered as part of an lThJependent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete words in thg brackets rfthgy do not apply. Signed: Date: 0811012025 Name: SUSAN BALL Relevant profeg8ional qualification(s) or body (If any): ACCA Address: HERITAGE EXCHANGE, SOUTH LANE IER Oct 2018 ELLAND HX5 OHG Section B Disclosure Only compl&t8 if the examiner needs tc highlight material matters of concern (see GC32, Independent examination of charity accounts- directions and guidance for examiners). Give here briof dotails of any iterns that the examiner wishes to disclose. IER Oct 2018