## **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** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
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_|||_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 COn￿rnS 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