2022-12-31-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110112021 To 31J1212022 Charity name: Robert Lucas for the poor and for public purposes Charity registration number: 204345 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document Psra 1.17 To assist the needy and organisations benefiting the public in the parish of Shefford, also includes educational rants for universit students. Summary of the main activities in relation to those purposes for the public benefit, in particular, the aclivilies, projects or services identified in the accounts. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.17 and 1.19 Para 1.18 Additional information (optional) You ma choose to include further statements where relevant about.. SORP referen Para 1.38 Policy on grant making Parg 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance SORP reference During 2022 the Trust awarded grants to organisations providing support to Shefford residents for end of life care, treatment to patients suffering the progressive disease multiple sclerosis, CHUMS and St John's. These grants amounted to £25,593 and also included grants made to students in post 18 education. Other grants made amounted to £66,383 £12,983 in expenditure was incurred on repairs and maintenance of the properties owned by The Trust to ensure the safety and comfort of the tenants. 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 wder benefits to society as a whole. Para 1.20 Additional information loptionall You ma choose lo 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 against objectives Para 1.41 Other

Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any Un￿rtaInt]eS about the charity continuing as a going concern Para 1.21 The charity was in a good position at the end of the period to undertake its e¢tives in future ears. Surplus funds are retained pending identification of suitable beneficiaries and causes. PaFa 1 22 Para 1.22 Para 1.22 Para 1.24 Para 1.23 Additional information loptlonall You ma choose lo include further statements where relevant about.. The charity's principal sources of funds {including any fundraising) Pata 1 47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the Gharity Para 1.46 other

Structure, Governance and Management Description of charity's Irusls.. Type of governing document Para 1.25 Trust Deed 21.01.1974 How is the charity constituted? Para 1.25 Trust 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 Appointed- three members by Town Council. The Vicar and others with experience to offer the trust Additional information (optional) You ma choose to include further statemenls where relevant about.. Policies and procedures adopted for the induclion and training of trustees Para 1.51 The chaNty's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charil name Other name the Gharit uses istered charit number Charity's principal address Robert Lucas for the oor and for ubli ur oses 204345 clo 99 High Road Shillington Hitchin Herts SG5 3LT

Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional information (optionall 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 ersonnel details Reason for non-disclosure of ke Other o tional information

Names of the charity trustees who manage the charity Date5 acted if not for whole ear Trustee name Offlce lif any) Name of person lor body) entitled toa oint trustee ifan John Donovan Jennifer Harrison Lorna McGregor Dr Colin Smith Chairman Richard Ford Fred Wilson Rev. Roni Goodman Carol Wilkinson 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the dale the re Director name ort was a roved Name of trustees holding title to property belonging to the charity Dates acted if not for whole Trustee nam8 ear

Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the c rity's trustees Slgnature{sl Full namelsl Lc)LINJ SNITr Position (eg S8cretary* Chair, ètcl Date ILklil123

CHARITY COMMISSION FOR ENGIAND AND WALES Rob8rt Lucas For The Poor And For PubliG Purposes Receipts and payments accounts CC16a For the perlod from To 0110112022 3111212022 Section A Receipts and payments Llnrestricted funds Restricted funds Endowment funds Total funds Last year tothe n•ar•st io tho ngorest£ to the nearest £ to the nEarest£ to n•ar￿t £ A1 Recelpts Rent and Insurance Diwdends and inteie51 146 214 146 214 16,840 108 962 Sub tot81(Gross income for AR) 163.054 163,054 124.313 A2 Asset and investment sales, (see table). Sub total Total receipts 163,054 163,054 124,313 A3 Payment5 Insurance Maintenar￿tr AdmiTristralio Prolessional fees Giants CleTk salary 7.602 12,983 178 9.109 91.976 861 7.602 12,983 178 9,109 91.976 861 7.075 61.081 150 7.918 36.716 Sub total 122,709 122,709 112.940 A4 Asset and investment purchases, see table Sub total Total payments 122,709 122,709 112,940 Net of rgceipts/(payments) A5 Transfer8 between funds A6 Cash funds last year end Cash funds this year end 40,345 40,345 11.373 155,971 196,316 155,971 196,316 144,$98 155,971 CCXX Rfj accounts ISSI 2811112023

Section B Statement of assets and liabilities at the end of the period Unrestricted fund$ Restricted funds to noaresl £ Endowment fLrnd5 to J)oaTgSt E Gategorles Details to nfrarest£ Bq Cash funds Barclay5 Current acc￿￿1 139,490 COIF deposit 8¢¢ounl 56,781 Cash 45 Total cash funds 196,316 1suie&baIa￿e3vI7Ih r8uipt$aThJ paymenis aCcuu￿(SI) Unrestricled funds lo neargst £ Restricted funds to noaw$tE Endowment funds to nèarèst£ Detalls B2 Other monètary assets Fund to which a55et belon Current valuo Details COIF Inveslmenl fund Costloptlonall B3 Investment assets 77,137 Bardays WeJlh a¢uNJnt 498,919 Fund lo which asset bolon Curr8ntvalu8 tlonal Oetalls Computer Cost loptlonall B4 Assets retalned for the Charity's own use Fund towhich rslAtès Amountdu• Whon duo Details B5 Liabilities Slgned by one or iwo tru51ees on behawof all the tiustees Signa Print Name Date of roval 14liilz3 CCXX R2 a¢¢ounts ISSI 2811112023

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Charity of Robert Lucas for the Poor and for Public Purposes On accounts for the year 31 December 2022 Charity no 204345 ended (if 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 31/12/2022. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 I have completed my examination. I confirm that no material matters have examiner's statement come to my 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.

Date: 30.11.2023

Signed: Name: Richard Buckby Relevant professional ICAEW qualification(s) or body (if any): Address: 31 High View Close, Leicester

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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 .

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