Trustees’ Annual Report for the period
From 01/01/2024 To 31/12/2024
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 |
Para 1.17 | To assist the needy and organisations benefiting the public in the parish of Shefford, also includes educational grants for university students. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| 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 wider benefits to society as a whole. |
Para 1.20 | During the year 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 Johns. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to 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
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity was in a good position at the end of the period to undertake its objectives in future years. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Surplus funds are retained pending identification of suitable beneficiaries and causes. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed 21.01.1974 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
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 may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’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
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Charity name Robert Lucas for the poor and for public purposes
Other name the charity uses
Registered charity number 204345
Charity’s principal address c/o 99 High Road
Shillington
Hitchin
Herts
SG5 3LT
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 John Donovan
2 Jennifer Harrison
3 Lorna McGregor
4 Dr Colin Smith Chairman
5 Richard Ford
6 Fred Wilson
Rev. Roni
7
Goodman
8 Carol Wilkinson
9
10
11
12
13
14
15
16
17
18
19
20
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– 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 Dates acted if not for whole year
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 (optional)
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
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
Charity Name No (if any) Robert Lucas for the Poor & Public Purposes 204345 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/01/2024 31/12/2024
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Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Rent and insurance 128,170 - - 128,170 129,399
Dividends and interest 4,219 - - 4,219 20,445
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 132,389 ] - - 132,389 149,843
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 132,389 - - 132,389 149,843
A3 Payments
Insurance 7,914 - - 7,914 7,907
Maintenance 14,974 - - 14,974 13,726
Administration 229 - - 229 182
Professional fees 13,498 - - 13,498 16,248
Grants 156,084 - - 156,084 89,241
Clerk salary 6,604 - - 6,604 456
- - - - -
- - - - -
- - - - -
Sub total [ 199,302 ] - - 199,302 127,759
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 199,302 - - 199,302 127,759
Net of receipts/(payments) - 66,913 - - - 66,913 22,084
A5 Transfers between funds 77,084 - - 77,084 - 80,000
A6 Cash funds last year end 138,401 - - 138,401 196,316
Cash funds this year end 148,572 - - 148,572 138,401
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CCXX R1 accounts (SS)
09/12/2025
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Barclays current account COIF deposit account Cash Details Details Total cash funds (agree balances with receipts and payments account(s)) Details COIF investment fund Barclays Wealth account |
Unrestricted funds Restricted funds to nearest £ to nearest £ 51,578 - 96,949 - 45 - 148,572 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Endowment funds to nearest £ 62,695 75,661 45 |
| 138,401 | |||
| Agreement Error | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) 582,439 89,072 - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval |
CCXX R2 accounts (SS)
09/12/2025
2
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Robert Lucas for the Poor and for Public Purposes
On accounts for the year 31 December 2024 ended
Set out on pages
Charity no 204345 (if any) (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 DD / MM / YYYY .
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report 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 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 (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Signed: Date: Name: Jordan Dennis Relevant professional qualification(s) or body (if any): Address:
1
October 2018
IER
Section B Disclosure
Only complete if the examiner needs to highlight 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 .
2
October 2018
IER