## **Trustees’ Annual Report for the period** ## **From 1 July 2023 Period start date To 30 June 2024 Period end date** ## **Charity name: The Robert Winstanley Trust** ## **Charity registration number: 1182229** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1. (a) to advance the mission of the Church
of All Saints, Loughton, Milton Keynes which
is part of the Watling Valley Ecumenical
Partnership
2. (b) to preserve, repair, maintain, improve,
upkeep, beautify and restore All Saints
Church Loughton, Milton Keynes and the
churchyard affixing the church and of any
monument, fitting, fixture, stained glass,
furniture, ornament, organ bell, bell fittings,
or chattel in the church or churchyard
3. (c) For any ecclesiastical purpose within
the meaning of the Parochial Church
Councils (Powers) Measure 1956 as
amended affecting the said Church or any
part thereof.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|The Trustees continued to meet regularly to
monitor investments and assess any grant
requests.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Guidance on Public Benefit Reporting,
issued by the Charity Commission, has been
read to ensure this report is created and
aligns with that guidance. Guidance on
accounting preparation is reviewed before
annual accounts are completed, to ensure
changes in the Charities Act are complied
with.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||
SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|Distribution of investment income is by
grants, except in extremis. Grants are for
the furtherance of mission of All Saints’
Church.| There is no social investment. Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Grants were made to All Saints’ church for
lawnmower and trees, ensuring the safety of
anyone attending the church building and
grounds.| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance|Para 1.41|| against objectives Other ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|At the end of the period, the Trust had Net
Assets of £605,222. This included a gain on
investments of £67,423.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|| |Amount of reserves held|Para 1.22|0| |Reasons for holding zero
reserves|Para 1.22|The Robert Winstanley Trust is a small
charity with a narrow focus. The investment
policy is to retain investments for income
purposes. In extremis the investments can
be realised and distributed. In such
circumstances the Trustees would consider
the value of investment to be retained.| |Details of fund materially in
deficit|Para 1.24|N/a| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|There are no uncertainties.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
Funding comes from receipt of dividends
from investments held.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|N/a| |A description of the principal
risks facing the charity|Para 1.46|N/a| |Other||N/a| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Trust deed| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|4 Ex officio trustees
2 trustees nominated by All Saints’ Church,
Loughton
1 Trustee nominated by the Watling Valley
Ecumenical Partnership| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction and
training of trustees|
Para 1.51|
N/a| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|N/a| |Relationship with any related
parties|Para 1.51|N/a| |Other||N/a| ## **Reference and Administrative details** |Charity name|The Robert Winstanley Trust| |---|---| |Other name the charity uses|| |Registered charity number|118229| |Charity’s principal address|c/o 7 Lucy Lane, Loughton, Milton Keynes, MK5 8EP| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Mike Morris|Chair||Ex Officio| ||David Thom|||Ex Officio| ||John Rowcroft-
James|||Ex Officio| ||Rozi Rowcroft
James|Treasurer||Ex Officio| ||Shalmali Job|Clerk||All Saints’ Church, Loughton| ||Julian Drury||11 July 2023|Watling Valley Ecumenical
Partnership| ||GaryReading|||All Saints’ Church, Loughton| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets N/a held in this capacity Name and objects of the N/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/a safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and**|**addresses of advisers (Optional information)**|**addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**|**Name**
**Address**|| |N/a||| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details N/a ## **Other optional information** N/a ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** _Rozi Rowcroft James_ **Signature(s)** _Mike Morris_ Rosemary Helen Parry **Full name(s)** Michael James Morris RowcroftJames **Position (eg Secretary,** Chair Treasurer **Chair, etc) Date** 23/04/2025 I CHARITY COMMISSION FOR ENGLAN ND WALES Receipts and payments accounts CC16a For the period from To 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 Recei Investment Income 29,770 29,770 25,994 ross Income or AR) 29,770 29,770 25,994 A2 Asset and Investment sales, (see table). Total receipts 29,770 A3Pa ments Grants Made Bank charges 7,033 7,033 84 Sub total 7,117 7,117 84 A4 Asset and investment Purchase of assets 30,000 30,000 Sub total 30,000 30,000 Total payments 37,117 37,117 84 Net of receipts/(payments) AS Transfern between funds A6 Cash fund8 last year end Cash funds thls year end 7,347 7,347 25,910 7,347 7,347 25,910 CCXX R1 accounts (SS> 0810412025 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ Categorles Details B1 Cash funds Bank Account 41,010 Total cash funds 41,010 (agree balances wrth receipts and payments account(s)) Unrestrlcted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ Details Fund to which asset belon Charibond Current value tional 135,669 Details Investment funds Cost (optional) B3 Investment assets Investment fvnds Charifund 428,535 Fund to which asset belon Details Cost (optional) Current value tional B4 Assets retained for the charity's own use Fund to which relates Amount due tional When due tional Details BS Llabilities S￿ned by one or two trustees on behalf of all the trustees Print Name Date of roval Signature CCXX R2 accountB (SS) 0810412025 The CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A . Independent Examiner's Report Report to the trustees The Robert Winstanley Trust On accounts for the year ended 30 June 2024 Charity no (if any) 1182229 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 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. Responsibilities and basis of report Independent Ffhe charity's gross income exceeded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act. or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the form and content 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 which is not a matter considered as part of an independent examination. I have no concerns 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 the words in the brackets if they do not apply. Signed.. fvGb Date: 20/LI I Z02J Name: L(rJQSf)y 01 Relevant professional rfrc-rfc-o A cc Du IER Oct 2018 qualification(s) or body (if any): Address: CATCSOY c£Lrr / QOJ ffjTc)K) ff)l LION) KS ?kkl Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018