Trustees. Annual Report for the period From To Xl Section A Flp',erpi',ce ar,d arJminist,'ation det3,, Charlty name North Luffenham Ifillage Trust NLvr R•glstorod ch*lty number (If ary) 218214 Charws ylnclpal addr88• 13 Digby Drive North Luffenham Oakham, Rutland LE15 8JS Trust•• n•m• offio R W Sewell A D W Barrett Anker ChaiMn Vice ChaiMn c(opted M Coogan Mr5 L C(wan Vacant Mrs H Smith R Canham P lfjng Parochial Churth CnCil Parochial Church Council Parish Council Parish Counal Parish Council 10 11 12 13 14 15 16 17 18 19 20 TAR March 2012
Nam08 and addresw of advlsers {Optlonal InftTr) Name of chknf executlve or nam•8 of senlor staff members (Optlonal Infomiatlon) Section B Structure. overnance and mana ement How the charity is consllttrted 4 Members cOpted, 3 nThninated fr the Parish cncil and 2 , nominated from the Parochial Church Council You may choose to indude additional infonnation. where relevanL abcx a(lopted tr the induclion training of trusteas; works; • relationship any related . truslees. (x)nsideration of major risks and the system and wlureS to manage Section C Ob'ectives and activities The objective of the Trust is to supwt the village through PO(. Edu(xtion arKI Church. Funds are rais&l w0pty and land Summary of the objects ofth• charlty set out In Its gov•rnlng document Trustees agree an allocation. which has the distribution as Poors 50% Edu(xtion 25% and Churth 25% TAR Marth 2012
Annual Finan(aal supwxt is given to the Churth. Univw arKI Coll8 sbjdents indudiNJ Adult Eduti. Ble8 aNI Uniforms to Junior Eduixtion. The Trust also assists membws of the village with addilional o)st that may occur wilh the sid( and eldth along vAlh supwKt for the Finan(aal SUPFX)rt is also given for the annual village day trip. YAmimry ofth• maln publlc benefit In rnlatlon to these objects (Include wlthln had regard lo the guldanco issued by the Charity Commlsslon on publlc Addltlonal d•lalls of obJ•ctlv•s and acllvltlos {Optlonal Inforniatlon) You may chooso to indude further statements. wh8r8 . policy grantmakirvJ: policy programme related investment volunteers. TAR 2012
Section O) Achievements and perforniance Supp(1 has been given in the last year to. Summary of tho maln achlevements of the charlty durfng th• y•ar 15 Appllcallons for additional financial sUpp(t and winter fvel 18 University and College Students. Adult Education. plus Music and sport. 30 Bibles aNJ 6 Unifomis Several applications were receival for welfare assistance. Applications were also granted to the folknYirvJ: Coach hire for Seaside Village Trip TAR M*th 2012
Section E Financial review Brlef stalement of the charlty's pollGy on r85orvo• Reserves for property repairs Delalls of any funds matwlally In (leficlt Further flnanclal revlow d•talls (Opllonal Informauon) You may choose to indude relevant atM)ut the chariVs win(xpal sour$ of funds (IncludlThJ ary fundraisiry): of the charity., obiedives indudir¥J ary ethi(zl inV&tirt Fx)I adopted. Section F Other optional information Section G Declaration The truste8s declare that they have approved the trustees. report above. sIgn on b•hall of th• charlty's trust3 Slgnaknro(s) Full nanrfs) Posltton (09 S•cr•tary. Chalr. A D W Barrett Chairman VKe Chairman TAR
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl Momr5 of North Luffenham Village Trust On accounts for the year ended 30th September 2024 Charlty no (If any) 218214 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trust.) for the year ended Responslbllltles and As the charity trustees of the Trust. you are responsible for the preparation basls 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 Trusfs aC)unts carTied 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. I have completed my examination. l nfim1 that no material matters have come to my attention (other than that disdosed below ") in connection with the examination v4hich gives me cause to believe that in, any material respect". accounting records Vre not kept in accx)rdance with section 130 of the Act or the accounts do not accord with the accounting records Independent examln8rfs statement I have no COnrnS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper nderstanding of the accounts to be reached. Ple delete the words in the brackets if they do not apply. Signed: Date: Name: Stephen George Harris Relevant professlonal qualfflcation(s) or body (If any): Associate of Chartered Institute of Banking Address: 19 Kelthorpe Close Ketton Rutland PE9 3RS IER October 2018
CHARITY COMMISSION FOR ENGLAND AND WALES North Luff•nham Vlll•g• Trust 218214 Receipts and payments accounts CC16a For tho p•rlod from 30Sep-23 01Qd-24 ction A Receipts and payments Unrnstdcted funds Restrlct•d funds Endowm•nt lund$ Total funds Last year thb n•ar••t £ 53 340 ,820 12,700 3,489 1.625 d Rani8 12.700 rrnnis to rent 2.eos 1.Z90 ub total(Gross income forAR) 74.696 74,696 Asth and Inv•stsnent sales. t•bl• Subfvtsi To¢•lr•colpts 74.690 74.696 Pa ent• y rèp8lr8 agtrff*nl Fees k Charg ices Éxpenses ordrium uranGo Dbutlon W8lfgre 2.096 31,197 247 Sub total 70,533 70.533 63,247 Aet and Inve¥tm•nt rchases. (see tablel Sub total 70.533 63.247 Net of recelptslpayments) Transfors betWn funds Cash funds last year end C•sh funds thls year end 4.163 4,103 1.447 88,352 92,51 88,352 92.51 86,903 88. ction B Statement of assets and liabilities at the end of the period Unr8Stricted funds Rèstrlcted funds Endowment funds Caiegoiies Details Cash fund• Bank Current Ac 6.902 85.613 Bank Savings A¢ Total cash funds 92,515 CCXX R1 acwunts Issi
Unr••iflct•d fvnds to Mthr•rt£ Re8trictod tund$ En(lowm•nt lurtd• Details COIF to nMr•Bt £ 82 Other momtary assets 25.448 (ty&*1> 69,162 1245,000 790,000 B3 Inv•$tm•nt as$•ts CCLA Investsnent 6 Properbes Land Arr•rt valu Details B4 As¥•ts r•taln8d for th• charity's own use I to wN¢h Ilablllty f•l•l• Details 85 Uabllltl•¥ Sh3ned by ono orty) bUSt¢e$ on behatt of &ll the tNJstse8 anature Prnt Narne Date ol approval W R Sewe• A D W Barr8tt CCXX P2 acc4unts ISSI 2310712025