CHARITY COMMISSION FOR EWAAND AND WALES Trustees. Annual Report for the period From 0110112021 To 3111212021 Charity name.. Charity of Robert Lucas for the poor and for public purposes Charity registralion number: 204345 Objectives and Activities Summary of the PUTP)ses of the chanty as set out w) its govemirrfj dotunEnt Paa117 To assist the needy and Ofganisations benefiiing the public in the paiish of Shefford. also includes educational grants for university studeTrts. Surnry￿ry of the ma activities in relats.on to those PUfP05es for the public benefit. in parb'cular. the activities, Pfojects or sefvices hYenlffigJ in the accounts. sralenienl confiTmiNJ whether the trustees have had reg3rd to the guidance Lssued by Char Commission ￿ wblic benefit a l.T Additional informolion loplionall You may chcN)se lo Inc￿de lurther s&7len￿ts V#￿re re￿varI1 a￿Ut. Pdicy on gtant mair P&a13B Pdicy on 9xial ￿vestment including pr(¥Jram reLiled vestment Pwa138 I￿￿t￿ nB(* by volunteer5 Pza 1.38 Other Achievements and Performance thjnng 2021 the Tru51 awarded g￿t$ lo organisat1￿S providiro SUPF4Jrt lo Shefford re%dents for end of lrfe care. tre3tn*nl to pab.enls suffenThJ the progressive disease n￿￿"Ple sclerosis, CHUMS and St John's. These grants anK4Jnted to £36,716 and also mcluded grants m* to st￿ls. kK)St 18 educalK)n. Summary of the main a¢h￿VeM￿lS (rf the thanty, jen1t￿'ng Ihe drfference ltr charws has m￿e to the circumstances ￿ rts neficianes aTrJ any ￿der t￿efitS to society as a wMIe. PJa1 £61.C￿l in exteTrJrtuTr wa5 incurTed on repairs atKJ mainlenance of the pr(¥)ert*s owned by The Trust to ensure the safety and comfort of the tenants. AdditKinal information (optional) Y(w ma cfKXJse to inC￿￿e lurther slatenMts wt*re re￿valt abwL ACh￿vementS against objeth.ves set PJa 1.41 Perfomunce of fvTrJr3isir adivities ￿ainSt obpdNes sel Pza 1.41 Investm￿1 ￿rrOMian ajainst rt)jectNes P¥¥ 1.41 other Financial Review Review of the charity's anci21 p)Srt￿ al the eTrJ of the Fenc PJal. The charity was in a good position at the end of the period to undertake its objectives in future years. statement explainiro the licy for ￿lding reseryes stating why they are hekl Pra 1.22 Surplus funds are retained pending identification of Suitab￿ beneficiaries and causes. AM￿nI of reserves held Rea9)ns for hobjing ze reserves Details of fuTrJ in deficrt Explanat￿ of any un￿rIaInties about the chanty conts"nuing as a gO￿g c(￿￿rn Paa 1.22 PJa 1.24 Paa 1.23 Additional infommtion (optional) You ma clwse to inth¢* fvrther statements where rekvant a￿uL The charivs principal sources cl funds (inchjdyig any fvndraisngl Paa 1.47 Investment policy aThl objectives includiThJ any social in¥estnEnt F(Jlicy adopted Pza 1.43 A descripbjn ￿ the prncipal nsks faang Ihe chanty Pzal. 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 Declarations The trusts•s d•cl•r• th•t th•y ha¥• *pproY•d th• INsteei' r•port •bm. Swnod on b•haN ol the charlty'• tru•t••8 Signatur•l#l Full nam?l•) Posrtion (og Secretary. Chair. •tc) A,ri Dats WVLL CHARITY COhlMISSION FOR EPKLAND AND WALES Robert Lu&15 For The Poor And For Pubk PurposE5 Recei ts and ments accounts CC16a For the period frot 31.,12.*021 Section A Receipts and payments unrests￿Led fun Rerstricted fuThd8 Enth)wmentfund& Total hmds Lasty A1 Recei ts 104.962 1S.351 1W.869 15.426 DWAY￿ * Interest 15JSl Sub 10131(Gros5 Income for AR) 124313 124J13 122255 A2 knset and investment soles (see tabltrl. Sale of Shares Sub roial Toialreceipis 124.313 124J13 122.295 A3 Pa￿￿ts 7.075 61.C41 19) T.SIB .716 7.1175 7234 12.824 122 14.885 3JJ72 Arffiinistr3t PrOfeSSic￿￿ 19) 7.918 36.716 Clerk salJy Ckanin Sub iOTal 112.510 112.910 61.337 A4 Mset and investment pur¢hases18Ee tsblel Sub rotAI Toial paymeiiis 112.940 112.940 68.337 Nei of receipisllpaymenis) AS Transfers ￿Meen lunds A6 Cash funds last year end Cash funds this year end 11,Jn 11,3n 53,958 144,$98 155,971 144,598 155,9TI 90,640 144,598 Section B Statement of assets and liabilities at the end of the period Unre$iiitted funds Re$tii¢ted En(lowmenl luThJ$ Ci?leg(wi tD B1 Cash fun¢ts 114531 COIF OoposrtWC Toialcash funds 155,ST1 ilnTegtricted funds R￿tr￿ted En¢JDwment lurKI8 to The￿t£ -" zzzz FurAlto *thich a55Qt Details QIF In4Y5trwrt Fur C05t l*)pts B3 Investrnent assets Cln FuThJtO xs•t 84 Asselg retained for the chwitys own uso 719 FurMltvYhKh d 85 Liabilities Dale ol roval bohaMof al lh￿ tru5tee5 SbJn&lue tK Co¥$ 4J STh,Th ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** |**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**
**Responsibilities and basis of**
**report**|Charity Name
Charity of Robert Lucas for the Poor and for Public Purposes|Charity Name
Charity of Robert Lucas for the Poor and for Public Purposes|Charity Name
Charity of Robert Lucas for the Poor and for Public Purposes| |---|---|---|---| ||||| ||31/12/21|**Charity no (if**
**any)**|204345| ||||| ||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 31/12/2021.
As the charity's trustees, you are responsible for the preparation 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 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|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:**||14/10/2022| |---|---|---| |||| ||D Taylor|| |||| ||FCCA|| |||| ||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** .