2025-06-30-accounts - The Robert Winstanley Trust

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Trustees’ Annual Report for the period

From Period start date To Period end date

Charity name:

Charity registration number:

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 - St Mary’s Church, Shenley Church End, to part fund repairs to the bells there. - Watling Valley Ecumenical Partnership for furtherance of the mission to All Saints’ Church, Loughton.

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 £635,265. This included a gain on investments of £36,818.
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	Reinvestment of funds not distributed.
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

Trustee name	Office (if any)	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		Watling Valley Ecumenical Partnership
Gary Reading		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)

Type of Name Address adviser

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 Rowcroft James Position (eg Secretary, Chair Treasurer Chair, etc) Date 24/03/2026

	Charity Name The Robert Winstanley Trust	Charity Name The Robert Winstanley Trust	Charity Name The Robert Winstanley Trust	No (if any)	CC16a
	For the period from	Period start date 1-Jul-24	To	Period end date 30-Jun-25

Section A Receipts and payments
A1 Receipts Investment Income 32,157 Refund of bank charges 74 - - - - - - 32,231 133,723 - Sub total 133,723 Total receipts 165,954 A3 Payments Grants made 17,000 Bank charges - - - - - - - - Sub total 17,000 133,723 Purchase of investments 22,000 Sub total 155,723 Total payments 172,723 Net of receipts/(payments) - 6,769 A5 Transfers between funds - A6 Cash funds last year end 41,010 Cash funds this year end 34,241 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). Sale of investments on close of fund A4 Asset and investment purchases, (see table) Purchase of investments in different fund		to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 32,157 74 - - - - - - 32,231 133,723 - 133,723 165,954 17,000 - - - - - - - - 17,000 133,723 22,000 155,723 172,723 - 6,769 - 41,010 34,241	Last year to the nearest £
			-	32,157	29,770
			-	74	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	32,231	29,770

			-	133,723
			-	-	-
			-	133,723	-

			-	165,954	29,770

			-	17,000	7,033
			-	-	85
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	17,000	7,118

			-	133,723
			-	22,000	30,000
			-	155,723	30,000

			-	172,723	37,118

		-	-	- 6,769	- 7,348
		-	-	-	-
		-	-	41,010	48,358
		-	-	34,241	41,010

Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period
Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Bank account Details Details Investment funds Details Details Signature *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 34,241 - - - - - 34,241 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) M&G Charifund - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Mike Morris Rozi Rowcroft James Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
			-
			-
			-
			-
			OK
			to nearest £ Endowment funds
			-
			-
			-
			-
			-
			-
			Current value (optional)
			601,023
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		Mike Morris
		Rozi Rowcroft James

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Robert Winstanley Trust On accounts for the year ended 30 June 2025 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 3010612025. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report 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 carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below ") in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no COnrnS and have come across no other matters in connection with the examination to which 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. Date: Independent examiner's statement Signed: 21151201 Name: Relevant professional qualification(s) or body (if any): INS1(TL)TC CF CMhllY&(zeQ Ar6dLMffjtÉ (r Lwa1 k)rO Address: I Cfj76g6 r,1 Iufrj IER October 2018

Section B- Disclosure Only complete if the examiner needs to highlight 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 October 2018

CHARITY COMMISSION FOR ENGLAND AND WALES Charitv Name The Robert Wlnstanley Trust 10 Ilan Receipts and payments accounts CC16a For the period from To 01-Jul-24 30-Jun-25 Section A Receipts and payments Unrestricted funds Restrlcted funds Endowment funds Total funds Last year to the nearest to tho nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Recei Investment Income Refvnd of bank charges 32,157 74 32,157 74 29,770 tDSS Income or AR) 32,231 32,231 29.TlO A2 Asset and investment sa (see table). Sale of investrnents on close of es. 133,723 133.723 133,723 133,723 165,954 A3Pa ments Grants made Bank charges 17.000 17,000 7,033 Sub total 17,000 17,000 7.118 A4 Asset and Investment Purchase of investments in drfferent fund Purchase of investments 133,723 22,000 155,723 133,723 22,000 155,723 30,000 30,000 Sub total Total payments 172.723 172,723 37.118 Net of recelpts/(payments) A5 Transfer3 between funds A6 Cash funds last year end Cash funds this year end 6,769 6.769 34,241 ££ 34,241 ,010 CCXX R1 accounts (SS) 24103r2026

Section B Statement of assets and liabilities at the end of the period Unrestrlcted funds to nearest £ 34,241 Restrlcted funds to nearest £ Endowment funds to nearest £ Categories Details B1 Cash funds Bank account Total cash funds 34,241 (agree balances with recelpts and payments account(s)) OK Unrestrlctsd funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ Details B2 Other monetary assets Fund to whlch asset belon M&G Charifund Cost (optional) Current value tional 601,023 Details Investment funds B3 Investment assets Fund to which asset belon Cost (optlonal) Current value tional Details B4 A88ets retsined for the charity's own use Fund to whlch Ilabill relates Amount due tional When due tional Details B5 Liabilities Slgned by one or two truste86 on behalf of all the trustees Date of roval SignaturB Print Name Mike Morris .a326 Rozi Rowcroft James CCXX R2 accounts (SS) 2410312026