LUJ'ON ROMA. REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 AUGUST 2025 REGISTERED CHARITY NUMBER: 1202863 (ENGLAND AND WALES) Table of Contents BOARD OFTRUSTEES STATEMENT............................................................................................................................................... I. OUR MISSION AND VISION...............................,.,..................................................................................................,................... 11. BRIEF HISTORY OF LUTON ROMA TRUST................................................,..........................................................................,...... 111. ORGANISATIONAL STRUCTURE........,......................................................,............................................................................... IV. OBJECTIVES AND ACTIVITIES.............................................,................................,.................................................................... V. ACHIEVEMENTS AND PERFORMANCE................................................................,.........................,..........................,................ A. AcctSS TO ESSENTIALSERVICES..................... B. STRENGHTENING DIGITAL SKILLS INTHE ROMA COMMLINITY................................................................................................................... C. EARLYYEARS EDUCATION SuppoRT.................................................................................................................................................... D. MENTAL HEALTH AND WELL8EING..................................................................................................................................................... E. CELEBRATION OF ROMA CULTUREAND HERITAGE DURING GRT H￿ToRy MONTH................................................................................... 10 Celebratory event at Luton Council................................................................................................................................. io GR TCulturolAw(Jreness frt7ining.................................................................................................................................... li Gypsy, Rtsma and Trt7veller Conference °Roots and Routes" .12 VI. FINANCIAL REVIEW..............,.................................................,...................................................,.......................................... 12 VII. RESERVES POLICY............................................................................,...................,....,........................................................... VIII. PLANS FOR THE FUTURE .......................................................................................................................,............................. 14 IX. RISK MANAGEMENT.........,........................,..............................................................................,...........................................15 X. ADMINISTRATIVE INFORMATION.................................................,.,.,........................................................................,.,..........15 XI, INDEPENDENT EXAMINER'S REPORTTO THETRUSTEES OF LUTON ROMA TRUST.................................,..............................16 XII. STATEMENT OF FINANCIALACTIVITIES ..............................,........................,.............................,............................,.............18 XIII. BALANCE SHEET............................................,..............................,.............................................,............................,........... 19 5T XIV. NOTES TO THEACCOUNTS FOR THE 12 MONTH PERIOD ENDED31 AUGUST2025.......................................................,...20 XV. ANNEX- STATEMENT OF FINANCIAL AcfiviTIES FOR THE LRT CHARITY 1160404...........,.................................................... 25 Board of Trustees Statement The Trustees present their report including the financial statements of the charity for the year ended on 31 August 2025. The Trustees have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities, issued in March 2005. l. Our Mission and Vision Roma people are an ethnic group whose origins trace back to India. Todayi they are dispersed across Europe, with the largest populations found in Central and Eastern European countries such as Romania and Bulgaria. Migration to the United Kingdom increased significantly following the accession of several Central and Eastern European countries to the European Union, enabling freedom of movement and new opportunities for many families. However, for many Roma individuals, this migration has been shaped by a long history of discrimlnation, social exclusion, and poverty in their countries of origin. Educational opportunities have often been limited, with many having attended segregated schools. As a result, Roma communities arriving in the UK frequently face multiple and interconnetted challenges, particularly in areas such as Luton. These include high levels of illiteracy, limited English language proficiency, low digital skills, and a lack of familiarity with how national systems and services operate. These barriers do not only affect individuals and families, they also impact meaningful social integration and limit the potential contrlbutions Roma people can make to the wider society. Without targeted and culturally sensitive support, many remain at the margins of society, unable to fully access the opportunities available to them. It is in direct response to these challenges that Luton Roma Trust was established. Our mission is to enhance the lives of the the Roma living in Luton and surrounding areas and to support their to integration into the wider life of the town. We exist to bridge the gap bel￿een potential and opportunity, helping individuals navigate systems, build skills, and gain the confidence needed to participate fully in society. Our vision goes beyond social integration. We seek to Inspire hope and expand horizons, to help individuals move beyond a life shaped by exclusion or survival, and towards one defined by dignity, opportunity, and belonging. Central to this vlsion is our long-term commitment to empowering the next generation of Roma in Luton and surrounding areas, many of whom were born in the United Kingdom. By encouraging engagement with education and promoting it as a pathway to opportunity, we aim to break cycles of disadvantage and open doors to a brighter future. In doing so, we support young people to retain the richness of their cultural identity while also contributing meaningfully to wider community. With the right support, Roma Individuals have Page13 the potential not only to integrate, but to thrive, and In doing so, to enrich the social and economic fabric of Luton as a whole. Luton Roma Trust, therefore, plays a vital role, not only in supporting the Roma community, but in helping to build a more inclusive, cohesive, and prosperous society for everyone. 11. Brief History of Luton Roma Trust The story of Luton Roma Trust began in 2009, when Revd. Martin Burrell, one of its three founders, moved to Luton after working with Roma communities in various parts of the United Kingdom. On arrlvingi he began supporting the Eastern European Roma community, who welcomed him warmly. Committed to building trust and making a meaningful difference, Martln learned the Romani language to better communicate with and support the people he served. As the Roma community in Luton grew, so too did the complexity of its needs. Recognising this, in 2015 Martin joined with the Bishop of Bedford, the Rt. Revd. Richard Atkinson, and Revd. Chris Neilson to formally establish Luton Roma Trust as a charity. From that point on, the organisation has played a vital role in supporting Roma residents in Luton, helping them to integrate more fully into local life, access essential services, enrol their children in school, and secure employment. Since its founding, Luton Roma Trust has developed a holistic approach to support, addressing the interconnected challenges faced by the community. This model has increasingly been recognised as an effective and impactful approach to Roma integration across the UK. Today, the work of Luton Roma Trust has contributed to a growing recognition of Roma people as one of the most vulnerable communities in Luton. There is also increasing awareness among professionals of the importance of understanding the specific needs and experiences of this community in order to provide appropriate and effective support. This marks an important step forward in the organisation's journey, as it continues to build on its achievements and work towards a more inclusive future. 111. Organisational Structure Luton Roma Trust is governed by a Board of Trustees, whlch provides oversight of the organisation's mission, strategic direction, and overall governance. The Board Is chaired by the Rt. Revd. Richard Atkinson OBE, Bishop of Bedford, and consists of six members., Revd Martin Burrell, Revd Canon Liz Hughes, Steve Dolby, John Barr, Valdemar Kalinin, and Dr Helen Connolly. The Trustees bring a diverse range of experience and perspectives to the organisation. Rt Revd Richard Atkinson OBE is a very experienced Chair and Trustee of many enterprises. Steve Dolby, who joined the Board in May 2025, is a longstanding advocate for equality and social justice. Revd Canon Liz Hughes kNes as Chaplain at London Luton Airport, a key point of John Ba￿ resigned fiDm the Board of Trustees in Septembei. 2025 Page14 arrival and departure for many Roma indlvlduals travelling from Central and Eastern Europe, and plays an important role in directing newly arrived families to access appropriate support. John Barr, who is of Romani heritage, contributes valuable lived experience that informs and strengthens the organisation's work. Valdemar Kalinin is a respetted Roma poet and writer, and notably the first to translate the Christian Bible Into the Romani language. Dr Helen Connolly is a professor with recognised expertise in migration and social policy. The day-to-day delivery of the charity's mission and vision is led by the Charity Manager, Crina Morteanu, who works closely with the Board of Trustees to implement the organisation's strategic and operational priorities. She Is supported by a dedicated stsff team, including a Roma Education Champion, Support Worker, Roma Youth Ambassador, Project A5515tant, Charity Administrator, and Finance Officer. In addition, Luton Roma Trust benefits from the contributlon of one volunteer. Together, the team ensures the effective delivery of servlces and support to the Roma community in Luton and the surrounding areas. IV. Objectives and Activities During the reporting period, Luton Roma Trust delivered its work in line with four key strategic objettives: A. To provide holistic support that enables Roma community members to access essential services in Luton. B. To improve English language proficiency and develop dlgitsl skills wlthin the Roma community. C. To build the self-esteem of young Roma people, supporting them to continue their education and ultimately achieve their asplrations. D. To work In partnership with statutory bodies both locally and nationally-as well as universities, in order to drive meaningful and lasting improvements in people's lives. V. Achievements and Performance A. Access to Essential Services Belmeen September 2024 and August 2025, Luton Roma Trust carried out 975 interventions across ten key areas of need, including housing, debts and legal matters, documentation, education, the EU Settlement Scheme, foodbank provision, health and wellbeingi soclal integration, welfare support, and employment. Page15 Fig. l Total number of interventions Septernber 2024 - August 2025 300 250 200 150 loo 50 Similarly to previous years, the highest number of interventions was in the area of access to welfare, accounting for 277 interventions. Luton Roma Trust supported individuals in applying for a range of benefit schemes, managing their Universal Credit accounts, liaising with relevant authorities on their behalf, and providing interpreting support where needed. The second highest area of intervention was documentation (196 interventions). This included assisting individuals with obtaining birth certificates and passports, as well as SUPPK)rting citizenshlp applications and other essential paperwork. In the area of education, Luton Roma Trust supported 156 Roma children by assisting with school admissions, acting as a bridge between schools and families, and providing support in relation to school fines where necessary. A further 128 individuals were supported under the European Union Settlement Scheme. This included help with obtainlng share codes to prove immigration status to employers or other institutions, as well as updating personal details on UKVI accounts. Support for health and wellbeing accounted for 119 interventions. This included assisting Individuals in registering with GP surgeries, booking and attending medical appointments, communicating with healthcare providers on their behalf, and accompanying them to appointments at Luton & Dunstable Hospital for consultations or procedures. Additional areas of support included access to work (28 interventions), debts, fines, and court-related matters (28 interventions), access to housing (12 interventions), and general support and integration (7 interventions). Although these figures are comparatively lower, they highlight the ongoing challenges faced by the Roma communlty in achieving full independence and integration, as well as their continued reliance on Luton Roma Trust for support in these areas. Finally, Luton Roma Trust supported 24 Roma families with foodbank vouchers, a figure consistent with the previous year, when 25 families received similar support. Over the course of the reporting period, the organisatlon delivered approximately 2,925 hours of direct support to Roma individuals and families. Page16 In addition to this formally recorded work, it is important to recognise the significant level of informal support provided. There were at least 50 instances of assistsnce delivered in community settings such as on the street or during home visits-which were not captured in the organisation's database, further highlighting the breadth of support offered. B. Strenghtening Digital Skills In the Roma community During the reporting perlod, with fundlng from the Wixamtree Trust, Luton Roma Trust successfully delivered two digital skllls courses benefiting a total of 12 Roma individuals. Participants are now able to send emails, access their Universal Credit accounts online, and communicate digitally with the schools where their children are enrolled in Luton. Our experience shows that the Roma community in Luton currently faces significant barriers to accessing digital services due to multiple vulnerabilities previously oudined. By investing in the development of digital skills, we aim to support their broader social integration, enabling them to book GP appointments, manage their Universal Credit accounts independently, and engage effectively with their children's education. Despite some challenges during the project's implementation, our partnership with Noah Enterprise enabled us to successfully train 12 community members, all of whom have reported increased confidence in their digital abilities as a dirett result of the course. In particular, one participant said: 'The digital skills course has really helped Improve my life. These skills gained during the course, have taught me how to do online shopping, how to access my bank account or how to look for jobs. I am now more comfortable to using technology in my daily life." (Roma community member) Page17 Ip (Digital skllls instructor gulding Roma participants on how to use a computer mouse) Alongside digital skills project, It is important to highlight that during the reporting period, Luton Roma Trust has made significant progress in developing an ESOL course titled "English for Life" specifically for the Roma community, in partnership with Noah Enterprise. Although the course will begin delivery after September 2025, beyond the current reporting period, we have already registered 10 Roma participants and received strong interest from the communlty eager to enroll. C. Early Years Education Support During the reporting period, Luton Roma Trust has started implementing the three years Early Years Education project with funding from the Allder Fund (Dlocese of St. Albans) aimed at supporting Roma children of pre-school age to benefit from workshops slmilar to a nursery setting. As such, they will learn basic English, get acustomed with rules, enjoy playing together, get familiar with using the English alphabet etc. The skills developed through the workshops will further support their educational outcomes when joining school as, based on our work with Roma children for many years, very few of them if none of them attend nurseries and this impact5 they adaptation at school. Workshops will start being delievered in September 2025. During the reporting period, Luton Roma Trust organised an eight-week after-school art and craft club In the lead-up to Christmas, designed for children and their caregivers. It was wonderful to see families engaging together, getting hands-on, explorlng creativity, and enjoying shared moments of learning and expression. Pa&ye | 8 (Roma chIld￿n taking part in the After School Art Club) D. Mental Health and Wellbeing During the reporting period, wlth support from Luton Council and Bedfordshire and Luton Community Foundation, and in partnership with Flying Start, Luton Roma Trust delivered weekly workshops for the Roma community focused on basic mental health cOn￿ptS. Recognising that mental health is often a taboo subject within the Roma community, we deliberately framed the sessions as'wellbeing Sessions" to reduce stigma and encourage open participation. We created a welcoming and relaxed environment where participants could share their concerns over a cup of coffee and biscuits. The sessions Included guided meditation techniques to help manage everyday stress, as well as discussions on the benefits of maintaining good mentsl health. The projett has had a slgnlficant posltive impact on participants. One attendee shared: "Since I have attended the sessions, I feel I have more friends and I cant wait to come every week. (Ron7a community member) Page19 Il+ {Participants attending one of the mentsl health and wellbeing sessions alongside our partner from Flying Start) Providing a safe and welcoming space for the Roma community has allowed us not only to address one of the community's most significant taboos but also to help reduce isolation and encourage individuals to focus on their own wellbeing. Building on this success, Luton Roma Trust will seek funding to continue delivering these important workshops. E. Celebration of Roma Culture and Heritage During GRT History Month Celebratory event at Luton Council During June, we proudly celebrated Gypsy, Roma, and Traveller (GRT) History Month with a series of meaningful events and activities. Luton Roma Trust, in partnership with Luton Council and Luton Irish Forum, hosted a special celebration at Luton Council. A particularly powerful moment was the first-ever raising of the Roma flag by the Council, an emotional and hopeful occasion for the many Roma community members in attendance. li (Roma Flag Irlsh Traveller Flag and belng raised at Luton Council) Page | 10 (Roma community members together with Luton's Mayor Amy Nicholls and air. Javed Hussain) ii. GRT Cultural Awareness Training As part of our ongoing commitment to improving understanding of GRT communities, Luton Roma Trust also delivered a GRT Cultural Awareness Training in collaboration with Gate Herts charity and members of the GRT Forum. 3The session was attended by professionals from GP surgeries within the Primary Care Network, who reported a significant increase in their knowledge and awareness of GRT communities. Buildlng on this success, we aim to secure funding to expand and deliver similar training opportunities to professionals across Luton and surrounding areas. This initiative was made possible through collaboration with Luton Council, Healthwatch, Luton Irish Forum, and the Primary Care Network and it was also informed by key finding5 from Luton Roma Trust'5 report, "Access to Health in Roma Communities," developed in partnership with the University of Bedfordshire in 2024. For more inforination on Gate Herts, please check.. htt s-11 atehert5.or The GRT Foruin is an snitiative established by Liiton Coiincil in paitnei'ship with Luton Ii'ish Forujn and Luton Roina Triist. It bi'ings together local services professionals, ¢hai'Lties and Ineinbers of the GRT cominunity to di5Cl15s how to best suppoil the coimmunities to socially integrate. Pagel 11 (Image showing LRT'S Charity Manager explaining the differen￿ between the GRT communities) Gypsy? Roma and Traveller Conference "Roots and Routes" In partnership with Luton Irish Forum, we co-organised the Gypsy, Roma and Traveller Conference, Roots and Routes - whe￿ We Were and Where We Are Going". This event brought together community members, academics, and professionals to celebrate the richness of GRT culture, while also refletting on the opportunities available to the new generation of young people to thrive and succeed. Many described it as the best conference they had attended, highlighting its emotional resonance, inclusivity, and educational value. Vl. Financial Review During 1st of September 2024 to 31st August 2025, Luton Roma Trust had eight sources of income: Tudor Trust Fund, The National Lottery Community Fund, Bedfordshire and Luton Community Foundation, Wixamtree Trust Fund, Postcode Pla￿S Trust, Heriot Watt University and Diocese of St. Albans (Allder Fund). The TudorTrust an unrestritted grant of £90,000 over 3 years from April 2021 for supporting the access of Roma children to school. During the reporting period the total funds received by the CIO was £49,307 - the amount of £44,000 came directly to the CIO and £35,307 was received within the transfer of assets. A totsl amount of £20,619 was used towards covering Roma Education Champion's salary. A further £12,594 was spent on support costs and operational attivities and events. An amount of £22, 733 was brought forward and out of it, £14,930 was spent on salaries, £48 on travel and £7755 remains as the closing balan￿ at the end of August 2025. Page | 12 The National Lottery Community Fund a ￿$trIcted grant of £373,853 over three years from November 2022 to October 2025. During the reporting period the total funds received by the CIO was £222,200 - the amount of £157,747 came directly to the CIO and £64,453 was received within the transfer of assets. The amount spent of £134,453 was used towards covering the running costs of the charity including salaries for the Charlty Manager, Support Worker, Charity Administrator, Finance Officer and Young Roma Ambassador. Bedfordshire & Luton Community Foundation (Innovation and Collaboration Fund) a restricted grant of £6,987.00 from April 2025 to September 2025 to implement a pilot project on Mental Health for the Roma Community in order to raise awareness about the benefits of mental health and wellbeing in the Roma communlty. The grant was paid in three installments: £4000 at the start of the project, £2487 on completion of BLCF'S visit and £500 at the end of the project upon a satisfactory end of grant report. During the implementation of the project, Luton Roma Trust received total funds of £6487. Heriot-watt University a restricted grant of £33,832 from February 2024 to January 2027 to work on implementing a project in regards of Roma people's healthy ageing. The maln funder of the project is UK Research Council who has awarded Heriot Watt University, as the project manager, a total of £l.l. million to identify barriers faced by Roma people in accessing healthcare and other seNices in mid to later life. The project wlll then co-design new place- based 'Integrated Hubs, to better connect Roma people with culturally appropriate health, wellbeing and community resOUr￿S whlch build upon existing expertise and assets within the community. Luton Roma Trust's role in this project, is to facilitate the collection of data in Luton as well as to Co-contribute to designing effective ways of improving the health situation of the Roma people in the UK. More on this project can be found at: htt www.hw. news- 2024 ma "or-new-research-to-tackle-he lth.htm During the reporting period the total amount received by Luton Roma Trust was £ 8274 and there was an amount of £6182 carried forward. The total expenditure during the implementation of the project was £12, 266 which has been used towards covering one day a week for the Charity Manager and associated salary costs. st Paul's Church, St Albans a designated fund of £1,500 from July 2024 to build deeper relationship5 Wlth children and their families through arts and craft clubs and day trips. During the reporting perlod the total funds received by the Luton Roma Trust was £1,500, which came directly to the CIO. During the reporting period, an amount of £49 was spent on Chlldren and Youth activities. Page | 13 Wixamtree Trust Fund a restricted fund of £6000 from November 2024 to October 2025 to improve Roma's digital skills. In total, 12 Roma participants have received training on digital skills. Postcode Places Trust an unrestricted fund of £25,000 from May 2025 to October 2026 to support the Roma community overcome systemic barriers. During the reporting period, an amount of £1800 was spent leaving the closing balance at £23, 200. Diocese of St. Albans (Allder Fund) a restricted fund of £119,997.67 from November 2024 to October 2027 to improve Roma children's early education outcomes. Through this project, Luton Roma Trust delivers workshops for Roma children aged 24, providing a nursery-style learning environment, and promotes Roma culture in schools across Luton through presentations and training. During the reporting period, Luton Roma Trust received £32,693.13 associated with salary costs and implementation of activities. Vll. Reserves Policy The trustees have considered the requirements for a reserves policy and reviewed the level of reserves held and have determined that an amount equivalent to 3 months regular income would be sufficient as free reserves. Based upon this information would mean an amount of around £33,000 £40,000 is kept as free reserves. At the end of the year the level of f￿e reserves was £27,500 which Is below the stated reserve level. However, there Is a further £8,000 held in unrestritted funds, some of which can be spent on activities and events that might need to be funded by reserves. Vlll. Plans for the Future The Trustees remain committed to ensuring the long-term sustainabillty of the charity and will continue to monitor this as a key priority. Over the coming year, the organisation will focus on the following objettives: Obtain AQS accreditation for Luton Roma Trust Diversify its sources of income and fundraising efforts Deliver Roma cultural awareness training to professionals in Luton and surrounding areas Advocate on behalf of the Roma community at both local and national levels Ensure that improving educational outcomes for the Roma community remains a central focus of all initiatives. Support and empower young Roma people in Luton to engage more actively in the organisation's work, whlle guiding them in progressing their education.Continue providing support to the Roma community by facilitating their way of life Continue empowering the Roma Community in Luton to lead their lives independently Increase the number of Roma Trustees and staff Page | 14 IX. Risk Management The trustees have a duty to identlfy and review the risks to which the charity is exposed and to ensure appropriate controls are in pla￿ to provide reasonable assurance against fraud and error. The trustees are in constant communication with the Charity Manager who reports regularly on possible risks with a view to identify ways to overcome them. The Trustees are aware of the risks that the charity faces and are in the process of updating the risk register in the coming year. X. Administrative information Charlty Full Name: Luton Roma Trust Correspondence Address: Community House, 15 New Bedford Road, Luton LUI ISA Registered Charity Number: 1202863 Names of Trustees who served in the year: as per section III above Bank: Barclays Bank Legal Advi*r: Greystone Solicitors Independent Examiner: Martyn Burt, Adventus Accounting Solutions 10 Walnut Lane, Laceby, Grimsby DN37 7BY Charity Manager Crina Morteanu Approved by order of the Board of Trustees on 15th April 2026 and signed on its behalf by Rt Revd Richard Atkin50n, OBE, Bishop of Bedford - LRT Chalr of Trustees Pagel 15 adventus accounting solutions Supporting Charitable Organisations 9 April 2026 Xl. Independent Examinerfs report to the Trustees of Luton Roma Trust Registered Charity Number 1202863 I report on the accounts for the period ended 31 August 2025 which are set out on the pages following. Respective ￿Sponsibl11t1es of the Trustees and Independent Examiner The charity trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Att) and that an independent examination is needed. It is my responsibility to Examine the accounts under section 145 of the 2011 Act; Follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Att. and State whether particular matters have come to my attention. Basis of Independent Examiner's Statement My examination was carried out in accordance with the General Directions given by the Charity Commlssion. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The prO￿dureS undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view, and the report 15 limited to those matters set out in the statement below. Independent Examiner's statement In connection with my examination, no matter has come to my attention: (l) which gives me reasonable cause to believe that in any material respett the requirements to keep accounting records in accordan￿ with section 130 of the 2011 Act; or to prepare accounts which accord with these accounting records have not been met; or {2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Yours sincerely Page | 16 Martyn Burt B.Sc.{Hons), ACMA, CGMA adventus accounting solutions 10 Walnut Lane Laceby Grimsby DN37 7BY e-mail.. ma n.burt btinternet.com or adventus Telephone: 07523 6229679 ccountin btintern t.com Page | 17 Xll. Statement of Financial Activities Lim)N ROMA TRU5TC10120Z86J 5fATEMEKtOFFIIIANCIAL AcnvmES FORIHE 11 MOPMI PERIOD ENDED 3111 AUGUST2015 Tot Funds 2025 Totol Funds 2024 Unrtrtilct Funds Rttlrlci Funds Note Inclxne end0￿m￿ts Voluntary Income ActlvltIe5forg￿•ratinIfunds Investment Income 2.136 130.068 132,204 336.955 Totsl lThcomi l.lJ6 IJO,068 132,204 J36,955 char1tableact1￿tIe5 17,159 110.086 157,245 188.418 Totsl •Jyndltur• 17.159 140,086 157,Z45 1•8,418 N•t Intom•ll•4¥•ndStw•) IIS,02J) iio,oii) ps.oiii 141,537 TrMulorsbetw••n th￿d$ 4SO 115,0231 110,0181 125,0411 148.987 N•t mo*m•ftt 115,OZ31 110.0181 IZ5,041) R•conclllatlon of ￿nds. Total lunds brought fO￿ard 50,621 98,366 148,987 35,591 88.a48 123,946 148.987 7h*st•tem•nt of fillancI￿ actlvltle5 In¢ltsdes all 8alnsand105ses recognlsed In iheyear. I Income￿d wendltvrederlvefrom contlnulng Dper•tlon Thenoteson th• lollowlngp4e5form part olthesea¢¢ounts. Pagel 18 Xlll. Balance Sheet LLrt(*l ROPAA TRUSfc101202B63 BALAIICE5HÈEr ASAT>J#AUGusf2015 Totèl Funds 2025 Toeol Funds ZQ24 Vnreslrlcted Funds Restflcted Fund5 Noi• Ax•dauots T*wbleassets CurNntA#•ts Deblors Cash al bankand In hwd 4,6S6 85.270 4.656 120,868 2.610 147.837 35.S98 35.598 89,926 115,514 150.447 Cr•dltofs:Amountsf•lllnA du• *lthln om y•ar 11.5781 11,57BI 11.4160) N•tcurT•nt •M•tsl Illablllll•4 3S,S98 88,348 123,946 J48,987 NotA#•ts JS,S98 88,341 123.946 148,917 Unre51rlCt￿ Funds G¢fi*ral lunds Dol8nated funds -10 34,806 792 35.59B 34.806 792 35.598 49,750 841 50.631 8-10 Re51rlttd Fynds 8.10 #8,348 811,34B 88,3118 98,366 Yotd Funds 35,591 123.946 141987 Thefln•n¢lal st•temEntswtte•ppro¥ul bytheBowdolTrusteeson I S. Lk. and w¥ty8ned on itsbehallby: Rt Re￿ Ri¢h•rdAtklnson, OBE, shopol8dlord-LRT chalrolTru5tees I￿#￿•t￿re] Inamel ThenotesoDthelollowlnip•oeslorm part olththexcounls. Page | 19 XIV. Notes to the Accounts for the 12 Month Period Ended 31st August 2025 LimJirvAIAIRLtsra01202•63 AXIIHEIIMCWTH VTh)JIIiAVG115f1025 Unre51rlct•d Fund5 Re5trScted Funds Tvlal 2025 rplol 2024 Glffisand dot￿10￿$ Giwl5 Tr￿￿¥￿tA5%￿shQrnchar1i¥lyG041m 1.576 56U 1.576 130.628 1,586 196,870 148.499 130.068 1,136 132,104 JJffj,955 Vnre5trlct•d Fursds Re5tilcted Funds Toiil 2025 Toiol 2024 ErrpbJyThnl &J•l•- s•l•rfB￿Eryk)y*rn NICIP•nsbn FO￿￿1 Adn 81oN E4D•ns•s Trnn•port Trn&i•ig Po¥t•g•. Prfni & 8thlh)n•ry R•nl Pmy•rty Coot lfi¥urnn 14,797 133 94,37B 956 24 616 3B5 307 23,aBO 867 1.601 4.687 l.B97 1,6rNJ B4 7,B83 465 109.1?S 1,089 24 677 35S 307 23,3BO 867 1.601 5.470 1,897 l.BQO 840 8,768 965 132,106 1.034 20 26 612 1.141 20.024 149 1,444 3,837 3.669 620 61 783 Accounlancy Co Op•mtbft*lA£tMlylE¥•Th Oih•rCo Twbt•• Eyg•nMs 885 500 21.633 54 T•)tsl Ewndllum 157 245 lir8 4JB Al￿1¥￿5015*1ff C• 2025 2021 W¥y5wdl￿arIas NICCorts pen￿OnC0st1 103,042 2.301 3.832 117.59F 4.509 Th*rn¥*m¥nthlynumberolthmploy*dur1￿{￿•v￿wI Thenumbtrolemplts>*knFIEdllrlnithty*rw*s.' 140amplo￿lrQttlve￿wH*lUrnQnts￿n*IettsOI£6o.u0o. Page | 20 T•¥W•*A•41All•ts ZO24 Oqbtots pffjoll Plop￿4 Insuf*Ke Piopld Rale5 1,525 19 992 1.090 939 1.571 4.656 2,610 Pa8e 121 LUTTh•4 AC￿A TRU5TC10120Z863 NOTESTOIHEACCWPITSIConllnu•d) FORIHE 12 MlWTh PtAI(X) Em)E031StAUGU￿101s CfedIt41N:11*Sllt￿stII1Ir¥d￿ wfthln o•ey•¥ 2025 2034 cr￿1101 PeTh51on Costs.NEST 238 500 660 feeto Indep￿dEnt E¥amlner 840 80Q Tota tsedllor6 1,578 1,4fj0 Durln8the year themo¥emÉnt5 In thecharltV'5fvndsw¥easlollows'. Incominz resDuf£¥ Oul8Dln4 re50urtÈs YraTh5ffer5 In iheyoar 2025 losin8 balance 2025 balance 2025 2025 2025 TttdoFTru5t General Fund notedFun Chii51mas£verbt St Pau15Church 22.733 27,047 114,9781 11.5151 7.755 I7￿51 1,930 14111 206 16171 1491 117.159) 411 841 7112 Total Ihv•stikt•d Funds 50,621 2,136 35,598 RestrlctedFu TheTudorTru51-Well-bel*E Fund Lulon BDrou8h CoUnrll-ACc￿lo He4lth 8LCF-Communlt¥Recovery Fund TheNatlonal LotteryCommunllyFitnd NH5 BLMK IIAf& UOBI Herlot-watt UnlvErsitv rlychlldhood Wldtf Fund) t￿ Health PeDple'5Postcode WINhamtree 92,184 51,614 1105.7761 Jl,022 6,182 8,274 32,693 6,487 15,000 6,000 112.2661 112,OOYI 14,3161 11,8001 13,9191 2,190 20,684 2.171 13.200 Yotal R•rtrtcted Fund• 98,366 130,068 1140.0161 81.341 A￿lat*01F￿ftth 148.917 IJ2.I04 1157.2451 Iza,946 Page | 22 turfWAthIA TRU5TCIO 1102163 IIOIESToTHEACCaJ￿5fcO￿tIThJ•dj FIXIIHE12 M31stAUGU5rio25 Themovemerttsin thechority&fvndsJof thtprlwyéorwereosfvljows.. Optnlng Incominy rtAJutt¢s 2024 tqolng resovic¢s 2D24 Trvnsfvs In they￿r 2024 Closlng balonce 2024 2024 r5 Tudoi Tru51 GentrolFund noted St Pou15 Churih 49,307 25.534 126,574lJ 1421 22,733 27.047 1,555 DE 1,610 1769) Yotol unrest￿l￿rUn￿5 l￿FU￿d The Yudor Trust- Well-belnk¥fvtsd Luton Boiou¢h Council-Ar¢eo toHeolth BLCF- Comm¥nityRecoveryFund IheNoti0ft41 LtstttryCommtsnltyFuffd NHSBLMKILRf& UOBI Hwlot-Wts¢t UnlbY15fty 76.451 1,55S 50,621 P43J 16,3881 18,5541 1130,016J IlQ.037) ,0951 11,057) 6.436 8,554 222.2170 10.037 11.277 92,184 6,182 Totolltstrkt•dFuffds 260.504 1161.0331 11.105} 98.366 A•qr¢qoteoJFw 336,955 45D 148,917 D•xAptl*)nsolFunth Furtheidetallsonfimdscanbe found underlll. Fln¥ciar•¥4ew•npw 11 rlrtedFun Tho Tudoi TN¥l Unle￿rIcted granto1£90,000 over 3 yearslrom Ppril 2021 lor supp#rtin8 Ihexce5501Rornachlldrw Its ¥hoDI. Th*fundlngtlmdinewasextended and duiin8the reportlnsperiod ihelDial lund55pent were£14978 wilh theba1￿¢* 01£7755 $perbl earlyln Z025126 ndledFu Sl pau￿ Ghurth (Tllh&l AdÈ*1￿1te￿ fund pf£l,500fr0ffl )tsly2024 tobuild deoper relatlonshipswith childrffiand th&4r1￿11l￿Ilr0￿gh art5aDd traftclvbs and daytilp Rejtrlct ThÈNallonal LtslteryCommunltyFund12022- 20251 A yanto1£373,853ov*rihreeyear51rDm November 2022 ioOtiober2025. D￿rIngI￿elePortIng pwlod thetotèl lundsrq¢qlved bytheCIOwas£SI.614 and fundsspe#twweEIOS,776. Page | 23 LLIY(XIII(WA TRiJsfcioA202•63 NOTESTOIHEACCOUM151C¢ntlnuedl F(XiIIIE12 M¢JNni Pull￿ E1%￿D31ttAUGu$T20IS 10 An4y51solrnt•￿tsbY￿￿rt Unr Desl8n*t Funds Rwricted Fynds Funds 2025 Flxed *s¥rt5 C¥rrÈnt aS5rt5 Current Ilab511tlE5 34,806 792 89.926 11.5781 125.524 11.5781 34A06 792 123,946 Aftolyxlsolnetossttsbyfvrtdfvrthepfflorporfod nTestii¢ Gtnerol Fu•Jds funds Reslrlcted Fund5 2024 Flird05sets Curr*>t U55els Cuiitntliabilitses 49.780 99.826 11,4601 150,447 11.460J 9,710 .366 148.987 11 Tra￿ctl￿S￿l1h Reltted P4rtl*%Tiusle• ben•fits*dExp•fft*s Ourln¢th¢perlod ended 31XAu8usI 2025, E%pen5tstot*llinK£55w¥*reirnbursed orp•lddlrectlyto2 Tru51ees Page | 24 XV. Annex- Statement of Financial activities for the LRT Charity 1160404 ANNEX Untll 31 A￿lUsI 2023 thelulon Rom8Trust opw•ttd *s•Re81st•r￿ Ch•rlty no 1160404 l atsrtsamd114bllltle5weretrnn5kned toa n*Ch4fltablelTh¢orporated Oryrt15*tlon no 1202863 f¥nihatdète Thesep•￿10II0Wln£ShQWS￿mMuyflDaDcI•I drt*llsollheRq15tEred Charltylor thEwlod I Sept￿b•r 1022 until 31 *•j￿St 2023 4nd weprestrtd INthlsanneK brlDknrrn*lononlybutdonotnpr•*N partotih•#•l¥toryac£wnts IIIIIXIAOMA IRU5fciiAftIThNUMIE111160404 STA TEMML¥FIWINCIALAcnvmES FCrtYHEYEARDIDE031JtAU6UST2023 Totul Furtds Z023 Unr¢stritttd Funds Restrtct FunLIs Note Vollsnloryintome tlvltlrsfviqener¢Jtlrtgfvnds Inveslmenflntome 31,511 203,065 234,576 rotttl1￿Qme 203,065 231,576 E*prtdlture ChoiltobltDctivitlts 24,058 127.179 151,240 Z4,058 117.179 151.240 7.4S3 75.886 83,339 J.250 11,Z50J 8.7D3 74,636 83,339 74.036 .3J9 Totolfvndsbroughtfvnvord 50.662 14.49B 65,160 Yot•lfvndse0rrledfv￿rf 59.355 89,134 14•.d99 TI￿sEFU￿>SW0If1wtsF￿7OcI0m01I0l1￿j OMJIAUGU￿IO1j Page | 25 iunyiROMA TRusfciiAAITY AYIA•KR1160401 LANCESHEEY ASA TJI AUGUSf202J Totol Funds 2Q23 Urtre5tfirled Ftsnds Restrscted Funds Note Fl*edu5Srt1 Ton4lblt05sets CwrefttAs5rt5 Debtors Co&lTr utbonk0nd1￿ hond 136 59,229 59.365 712 89,671 90,383 848 148.900 1419,748 Cr¢dltor&'ARhwntsfvlllni 11,249J 11,2491 otcwrent¢Tsstts/lllqbllftle4 59.365 89,134 148,499 Pl¢tAsirts 59.365 89,134 148,499 Funds UnrestrlctedFunds 59.365 59,365 Re5tiictedFunds 89,134 19.134 89,134 148.499 TotolFundJ 59,365 Page | 26 IUTLV4ROAIA TRU5rcHAxnYhVMOEftIJ60404 ADDIIIONIL NOTE5 T07HEACC(XINIS F(XIIHEYUA&IDW31stAU6USrzoiJ Voluntffryl￿C0￿e U￿r￿lI￿Cted Fund5 Restritied Furtds Totol 2023 61fts J,511 30,000 1,511 233,065 Gronts 203,065 31,Sll 303.065 234,S76 c￿￿t￿bIeArt1Vtt1QJ Unrestricted Funds Rtrtricttd Funds Totul 2023 Employment Cpst5 PoyiollAdmin StoffExp¢n5es Tron5PDIt Trolnlng Posroge. Prlnr & Stotionery Rent PiopertyCo5t ffnsuronct 19.2J4 218 86.147 637 115 392 105,361 855 135 49 71 788 14,433 4.287 1,348 3,941 5,839 475 Jl,974 1,216 68 20 57 71 788 16.797 2.683 1.130 3,206 2,870 475 11,366 573 12,365) 1,604 218 735 2,969 Ct lrnsni5tmtlon countonrycost 0per0tionolkti￿tY￿ven1s Otheicosts fwustetExpen5es 641 68 TotulEwndfturn 24,058 127,IY9 151,240 Page | 27 YTHEYEAftEIIOEDJlstAU6U5T2013 Icontlnuedj 2Q23 Piepoldlnsuionee 848 YotoiDébtors (￿￿￿or&.114b1IftIe￿fv1I1n¢I￿￿WIth1￿&nIfftr 2023 pen￿On C0515-14EST Rates FeerolndEpendtntExomlner 554 220 475 rotOlCr￿t+1 1,249 Openlnq bolonce 2023 Outqosny ICsour¢es Trryn5fvs In thryttrt 2023 Closlng brylonce 2023 resources 2023 2023 Ujjre Funds Tudorfiusr Ge￿tr￿1FtsTrd 27.046 23,616 30.OQ 1.511 121,7391 12.3191 R4,0581 35,307 24.05# 59.365 1.350 50.662 31.511 1.250 edFtu> BiCF-StobilityFtsmd BLCF-Citixn5Fynd Th*TudorTiust- WEll*ttnq fund tuton 8oro¥gh Councll-AccesstoHEali 8LCF-CommLrniiyRerg¥eryFund 8(CF.Renl Costs TheNatlonolLotteryCommunltyFuntl NHSBIMK{LRf& U08) 14.79B) 3,450 J2,000 17.202J 12,200) fl.250J 4,500 9.346 4.500 (2,564) 13.1381 (z,oDoi IIOC*,039J 110.036J 6,436 164.491 20.073 61.45J 10,OJ7 Tvto1Restrt