CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period FromJll0112020 To 3111212020 Charity name: Charity of Robert Lucas for the poor and for public purposes Charity registration number: 204344 Objectives and Activities Summary ofihe purposes of the chartty as set out in tts goveming document P￿1.17 To assist the needy and organisations beneliting the public in the parish of Shefford, also includes educational rants for univers students. Surnmary ofthe main acttvities in relation to those purposes for the public benefit. in particular, the acttvities. projects or services identtfied in the accounts. Statement confimiing whether the tmstees have had regard to the guidance issued by the Chartty Commission on public benefit P¥a1.17**J Pwa1.18 Additional infomialion (optional) You ma choose lo indude further slalements where relevanl about". Policy on grant making Pvg 1.38 Policy on social investment induding program related investment Pw8 1.3B Contribution made by volunteers Pwa 1.3B Olher Achievements and Performance ChJnng 2020 the awarded gwls lo organisatKJns providiro gJpp)rt lo SheffC￿d re%dents for end of lrfe care. treat[r￿n1 to patients suffenng pr(YJressNe disease mults.ple sclerosis, CHUMS and St John's. These grants anKJunled to £33,272 and also mcluded grants made to stLhJents txjst 18 educalK Summary of the main achievem￿1$ of the chanty, Jenlrfying Ihe drflerence t chanvs has rn￿e lo the circumstsnces d rts beneficories aTrJ any wder benefrts to society as a ¥thok. P¥a1 £12.824 In exFenditure was incurred on repairs awTrd maintenance of Ihe pryrt*s owned by The TtU5t lo ensure the safety comfort of the lenants Addrtional informaiK)n {optional) Youm cIN)ose to inthde lurther State￿nts wfere relemt a￿. Achievements againsl (4>pctives set PJa 1.41 Perforn￿n￿ offiJ￿jraIsl acttvrties against obJ"eclNes set PJa 1.41 Investrn￿l perfonnan ainst cwtives P¥a 1.41 other Financial Review Review of the charivs anci21 p)Srt￿ al the eThJ of the tencrtl The charity was in a good posltion at the end of the period to undertake its objectives in future years. statement explainir#J the licy for ￿lding reseryes stating why Ihey are hekl Pra 1.22 Surplus funds are retained pending identification of suilable beneficiaries and causes. Am(xmt of reserves held Reasons for hobjing ze reserves Details of fvnd in deficrt EXplanalK￿ of any un￿rtaInlieS about the chanty conts"nuing as a gO￿g Paa 1.22 PJa 1.24 Paa 1.23 Additional inf0m￿tIOn lopiional) You ma chjose to Inchjde fvrther statements where r*vant atx)uL The chartVs princyal sources ￿ funds (incknJYig any fvndraisngl Paa 1.47 Investm￿1 p(4icy aThl objectives includiro any social investnEnt F(Jlicy adopted Pza 1.43 A descripbjn of the p￿c￿al nsks facing the chanty other Structure, Governance and Management Descrpkn d charws trusts. Type of govemirrfj d￿Ument P￿1 Trust Deed 21.01.1974 How is the chanty constrtuted? pij'alay PJal Trust Trustee SeleCt￿n mettKds including details of any COnstrtut￿al provtsions e.g. eleclKJn to posl or name of any perg)n or bcrfjy ￿trt￿￿ to apwint or rThJre trustees PJal Apwinted - three membeis by Town Council. The Vicar and others V&ith eXper￿nCe to offer the trugt Additional infornialion (optional) You ma C￿￿$se to Include lurther statenEnts wlEre re￿¥￿t a1￿uL Policies procedures adopted for the nduckn"u) and traming of Iwstees Pza 1.51 The chaws organisab.c￿al stTUtturÈ and any wider network wth which the chanty ￿OrkS P¥a 1.51 Relati(￿ShP wrth any rekled partses P¥a 1.51 Other Ref•renc• and Administrative details Chan name other rome the chanty uses Registered charrty number Chanty's prinupal address Cha of Robert Lucas for the r and for ublic ses 204345 clo 99 Hhjh Roaj Shillington Herts SG5 3LT Names of the charity trustees who manage the charity ol person lor bothyl entitled to Office lil any) John [kK￿van Jennrfer Harrison Loma McGregor Dr Colin Smrth char(1 Ford F. Wilson Chainnan Rev. R(￿1 G¢w￿lman C Wilkinson 10 12 13 14 15 16 17 18 19 20 Corrotate InJslees- namès of thè directors at the date the rewrt was arvroved Dire(*w nane Name d tnjslees tth to protety ￿￿)nging to the tharty Funds held as custodian trustees on behalf of others DeScrpts￿ of the assets held in this capacty Name aTrJ objects of the chanty on whose behalf the assels are held how this falls the custodwi chantls objects Details of arraTrJements for safe cusl(MYy arMJ Segregat￿ of such assets from the chaws own assets Additional information loptional) Names and addresses of advisers (Optional informationl Typé of Name Address adviser Name of thief execub've or names of senior staff members (Optional infoimation) Exemptions from disclosure Reag)n for nl￿41￿ClOSUre of key perg)nnel details Oth•r o tional information Declaratlons Tlw trnstees de¢lare that they havé approved tho twsteos, rgport above. Slgned on behalf of thè ¢hadty's tru t••s Slgnature{81 Full namo(sl Positlon {og Secretary, Chair, etcl CLLifrJ SMI1ts1 rkiAILp-i*ytsJ Data 05103liL CHARITY COMMISSION FOR EN6LAND AND WIII FS RcèÈrt Lutsis For The PoorAnd For Public Purpo￿5 Receipts and payments accounts CC16a Fcrf the period from 01101,X 31,'lfj,fO Section A Receipts and payn*nts R*strthd nd5 Al Recei ert n5wa oiwerth 115.396 17.518 1*4X 1S.42¢ Sub totallGross irtome for AR) 131?15 A2 Asset inveslment salos, 15ee table). sa￿ ofSha￿S 210.1 ub total 210.f Total rec*pts 122,295 I22￿9 342.915 ¢e 7.231 7234 t3 Ir&T*r 123 123 S.J7• 3Z.117 C."3P? cie* 53272 272 Sub total .337 61.337 74.fy31 wr¢hases. Isee ta￿) F%Jrowe Sub total 25¢.759 Totaipayment8 68,337 ,337 Net of receipt&(p8yments) A5 T￿Sle15 between l￿d5 A6 Cash fund5 last yearend C8sh lunds this y￿r end 53.95B 12.12 90.610 iU.590 78.51 144.598 Section B Statement of assets and liabilities at the end of the period lurKIs b) n8•rnbtt lunds furKts B1 Ctt*h funth 117.6 CCMF DePC4tA'C .875 Total cash funds 144.398 r•s)) lund5 b) r￿rItt£ lund5 rK Fl￿ *th￿l ¢Wfont on 4>4.431 Dpt3ils COIF Mv*rneni Pu B3 Inv¢strnent a••ets 71.7 L￿l j￿1¢ Ciry¢ ISxrESrtI Det3115 Ccffjoutor B4 A8gets retained for the charity's own use 71> Det3115 BS Liabilrties z•ao Prfrtl Nam• appr(Téal CoL•4J SHIT JILI ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name **members of** Charity of Robert Lucas for the Poor and for Public Purposes **On accounts for the year** 31/12/20 **Charity no (if** 204345 **ended any) Set out on pages** 1 to 2 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2020. **Responsibilities and basis of** As the charity's trustees, you are responsible for the preparation of the accounts in **report** 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. - **Independent examiner's** I have completed my examination. I confirm that no material matters have come to my **statement** attention in connection with the examination 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. |**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body (if**
**any):**
**Address:**||09/03/2022| |---|---|---| |||| ||Daniel Taylor|| |||| ||Fellow Member of the Association of Chartered Certified Accountants|| |||| ||Ground Floor, Baird House, Seebeck Place, Knowlhill|| ||Milton Keynes, Bucks|| ||MK5 8FR|| ## **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** .