Trustees, annual report for the period CHARITY COMMISSION FOR ENGLAND AND WALES Peiiod 5tèit date r4nFJFJ Period end dole Chaiily name W. rfL. KKCLJCLLI fv) I fiLLST ch31ity No lil any) Objectives and Activities SORP felerence Sumffl61y ol the purposes of the chaiily as sel DUI in its governing document Summary ol the main activities in relation lo Ihose purpose5 for the public benefit, in pailiculai, Ihe aclivilies, projects 01 services identified in Ihe accounls. Statement conliiming whelher the Lruslees have had regard to the guidance issued by Ihe Charity Commission on public benefit Para 1.17 nee ¢. lached 6hec Paia 1.17 and 1.19 Para 1.18 Additional information (optional) You tnay choose lo include further slalemenls where relevant about.. SORP ieference Policy on 916nl making Para 1.38 Policy on social Investment including PIDgiam related inveslmenl Pala 1.38 Contribution made by volunteers Para 1.38 Other chaiity Accoun15 lemplaies- Tiuslees, annual repoil lor the period Oclober 2016
2 018 Achievements and Performance SORP reference 5umtnary ol the main achievefflenls ol the chaiily, idenlilying Ihe difference the charity's work hos made lo the circumslances of its beneficiarie5 and any wider benefits lo society as a whole. Para 1.20 Ln tt- enLplo ce5 o F LLetrJe LLLn5 LLrrL¥Èc Additional information (optional) You may choose lo include further slatemenls wheie relevant about: SORP reference Achievements ogoinsl objeclives sel Pala 1.41 Performance ol fundraising aclivilies gain51 objectives sel Para 1.41 Inve51tnenl peilarmance again51 objectives Para 1.41 Olher chaiily Account5 lemplalE5- Tiuslee5' annual ieporl loi Ihe period Oclobei 2016
3 018
Financial Review
SORP
relerence
Pai8 1.21
Review ol the charity's financi61
position 31 the end of the peiiod
Slolemenl explaining the policy loi
holding reserves Staling why ihey
are held
Amount ol ieseives held
Para 1.22
Rc".?c
4 018 Structuie, Governance and Management Description of charity's trusts: SORP reference Para 1.25 Type ol gc>verning document Ilrusl deed, royal Ihiiileil How is the charity consliluled? le.g uiiincDiporaled 3550(ialioii, CIO) Tiuslee seleclion melhods including details ol any conslilulional provisions e.g. election lo posl 01 name ol any person or body enlilled lo appoinl one 01 tnaie trustees [j lllLIf mL.L- - le KL¢LaL-LLLrL Para 1.25 I rv Para 1.25 Ee& b, Ln Add itional inf ormation (optional) You fflay choose lo include further slalemenls where ielevanl about.. SORP refeience Para 1.51 Policie5 and procedures adopted loi the Induction and Irèininq ol Irustees The charily s organ1531ional slruclure and any wider nelwoik with which the (haiily works Relationship with any ielated paitie5 Para 1.51 Para 1.51 Other chaiily Accounts lemplales- Trustees, annual reporl for Ihe period Oclobei 2016
5 018 Reference and Administrative details Chaiily name i*J r(L. LLLWcbk1 i(LLkST Olhei name the charity Uses Registered charily number (harily's piincipal address 3007TJ oorc gJH Names of Ihe chaiity tiustees who manage Ihe charity Oflice (il any) Oates acted il not lor Name ol person (oi whole year body) entitled to appoint IfUStee lil any) Trustee name J.LLLK Anf)L Q. Trkj è Lcc r[St 10 11 12 13 14 15 16 17 18 19 20 (harily Accounts lemplale5- Iruslee5' annual iepoil IDr the period October 2016
6018 Reference and Administrative details (cont) 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 Dales acted if not for whole yeai chaiily Aicounts lemplales- Trustees, annual ieporl loi the period Oclober 2016
7 018 Funds held as custodian trustees on behalf of others Description ol Ihe assels hel(5 in this capacity Name and objects ol Ihe chaiily on whose behall Ihe assets are held and how this13lls within the Custodian charilY'S objects Delai15 of airangemenls loi sale custody and 5egiegalion ol su(h assels frotn the chaiily's own a55els Additional information (optional) Names and addresses of adviseis (Optional information) Type of adviser Name Address Name of chief executive 01 natne5 of senior staff mernbers (Optional information) Exemption5 from disclosure Reason lor non-disclosure ol key personnel details other optional information Charity Accoun15 lemplales- Truslee5' annual ieporl lor the peilod October 2016
8 018 Declarations The Iruslees declare that they have approved the trustees, repoil above. Signed on behalf of the charity's trustees Signature(s) Full name(s) ,rt A ft kj IJC KJ r Position (eg Secretary, Chair, etc) PLitsJcIPBL T£re Date 1025 Charily Accoun15 lernplales TIu51ees' annual iepoil lor the period O(lober 2016
Objectives and activities The W M Ll¢wellin Trust was registered as a Charity in 1962. The objective5 on its r¢gistration are: 'Pensions for eX-employS of Llewellin's Machine Co Ltd, who through accident, sickness etc are unable to WOTK prnvid that ex-¢mployces have been in the service of the Company 25 years. Under our charitable Objectiv s¢t out in ow 'Governing Document we pay a pension to ex-employees, providd th¢y havc been in the servic¢ of th¢ Company for 25 years, through a¢cid¢nt, sickness etc are unable to work. We also help employee8 of the Company (public) who fa]1 within the various dGscriptions of charitable purposes i.e. the prevention or relief of p)verty. the advancement of h¢alth or thc saving of lives. J. the relief of those in ne&L by reason of youth, age, ill-h¢alth. disability, financial hardship or other disadvantage. m. other purw)s¢s ¢urr¢ntly re¢ognistsJ as charitable and any new charitable purposes which are similar to another charitable purwse. Our Charity is r¢gistered for 'Gift Aid, purwses with H M Revenue & Customs.