ROBIIYSOIY'S RETREAT AND RELIEF CHARITIES
{SAMUEL ROBINSON'S CHARITIES)
FINANCIAL STATEMENTS
30 November 2024

ROBINSON'S RETREAT AND RELIEF CHARITIES
Charity Commission No. 2227(X)
TRUSTEES
Name
Denominaiion
Eliubeth Lawson. KC, LLB
David Porter. BA. MBA
John Beha (resigned 13 June 2024)
Lyn Hopkins
Roger Hughes, CA
Anihonv Alderman. ACII
Howar(i BroHTr. FCA
U.R.C.
Bapiisi
U.R.C.
U.R.C.
Bapiisl
lJ.R.C.
Baptist
1983
1996
2015
1999
1999
2004
2010
Th¢ Trustees are (in rL'specl of the Relief Charity only) a corpordtion bv the name of
The Incorpordted'frustees of Robinson's Tru51 for Inde￿ndent and 11(Ipli8t Minisiers
creth for Grants
Tre&surer
Miss E. A. Lawson
113 Vesage Court
8A Leather Lane
L()ndon
ECIN 7RF
H R BrowTr. FCA
Bocketts
Downs Road
KT18 514A
Investment Mana YLrs
Charle5 Stanley & Co. Lid
Ropemaker PlaLe
25 Ropemak¢r Sireei
London
EC?Y 9LY
Bankers
Examiner
Unity Trust Bank pl¢
Four Brindleyplace
Binningham
BI 2JB
Miriam Hickson CTA FCA
JCS Accountanls Ltd
5 Robin Hood Lan¢
Sutton
Surrev
SMI 2SW

ROBRNSON'S RETREAT AND RELIEF CHARITIES
CONSTITUTION OF THE CHARITIES
The Robinson's Trust for Minisl¢rs Widow's was created in 181 ? by Samuel Robinson
t.or the benefil ol widows of Pastors or Ministers of Independent and Baplist Churches
resident in the Brili.sh Isles. The Robinson's Relief Trust was crealed in 1833 under
Samuel Robinson'5 Will for the benefit of Independeni and Baptisl Ministers. either
married men or widowers. residenl in England and Wales. In 1986 a scheme was
approved for ihe two charilies to be administered iogyelher under th¢ title of Robinson s
Retreal and Relief Charities. The Trust Deed requires the Trusle¢s to apply the income
in relieving need either generally or individually by making grants of money or
providing or paying for items. services or faciliiies calculat¢d to reduce the need,
hardship or distress of ￿nefIciarieS.
The body of Trustees consisls. when complete. of eight competenl persons of whom al
the time of their resp¢¢live apwintments four shall be Elders or Deacons of Churches
of the United Refornied Church. one shall k an Elder or a Deacon of a non-unitinb
Congyregational Church and three shall bc Elders or Deacons of Baptist Churches.
Trustees are required to hold ai le&qt one meeting in each year. to be held on or as near
as possible to 8 Jun¢. being the anniversary of th¢ birthday of the Founder, Samuel
Robinson. Clause 25 of ihe Trusi Dttd gives pennission for the cosls of the
anniversary dinner to be charged againsi the income of the Tn￿t.
TRUSTEES, REPORT
The Truslees present their re￿rt for the year ended 30 November 2024.
The Truslees met during the year and considered the level of granls lo be paid in the
financial year in the light of the economic outlook and tsking into accounl the
pern)ission granted by the Charity Commission in July 2021 for the Charity lo expend
up lo £IOO,000 of Pernianenl Endo￿nent in order lo maintain the level of girants to
beneticiaries. 'fh¢y decided to mainlain individual grants at the same level as the
pr¢vious year.
The results for the year sel oui below show thal investment income amounted to
£110.654 (2022123 £104.321). Individual grants were made to 30 benefi¢iari¢s
totalling £119.992 (2022123 30 iotalling £125.527) during the year, ranging from
£1,500 to £6.(KK). As a result. there was a deficil of £1 0,922 (2022123- £22.616) on
Revenue Account for the year. This deficit has been set againsi the Pernianent
EndothThents, as pennitted by the Charity Commission's rulin¥ referred lo above. We
record. with grateful thanks. the work undertaken by Elizabeth Lawson and her fellow
trustees, who are appointed in accordance with clause 20 of the Trusi Deed, in the
asse5sm¢nl and dislribulion of these grants.
The administration expenses continue to be very low, as all tasks are perfonned by the
Trustees, who receive no remuneration. nor are they reimbursed expenses.
It is ihe ry)licy of the Truslees lo balance the obje¢lives of the investments betw¢en
growth in the pern)anent endownents and the need for revenue income to fund grants.

ROBINSON'S RETREAT AND RELIEF CHARITIES
TRUSTEES, REPORT
continu
It is the Trustees, intention to distribute the ￿venue account fully, Lqking one year with
anoiher.
The Trust¢¢s of Samuel Robinson s Chariti¢s endeavour to avoid investing in
companies wilh more than a minimal proportion of their income derived from alcohol.
loba¢co. pomography or arms. ThL'y recogynise. how¢ver. thal il is nol always easy 10
identitv all ihe acliN'ilies of muliinaitonal companies or their subsidiaries and that Iroin
time to time they may inadvertenily make an inv¢stmenl which breaches this policy.
They believe that it is possible io maintain this p)licy without breaching their primary
obligation lo obtain the bcst relum on th¢ir investrnenls for the benefit of those whom
the Charilies were established 10 serve.
Following ihe decision to place the assels of boih T￿￿tS with one Invesimenl Manager.
Charles Stanley & Cu l.Id. the "frust¢¢s merged the assel account5. As at l June 2010.
th¢ value of Ihe assets in Ihe Iwo trusts was split in the proportions Retreat 47.090/0.
Relief 52.91% and it was decided thal these proportions should be regarded as
pernianenl unlcss Ihcre w&s a siglnificanl chanbie in circumslances. Chas. Stanlev d¢al
with the portfolio on a dis¢r¢lionary basis on a medium/low risk wlth balanc¢d
objeclives belween capitsl gr0￿h and income. During the year. Ihe value of ihe
portfolio under manag>ement incre&sed by £2?8.260 to £3.304.547. 20?4 was thL J'ear
.hLfL Lquil!. InJrkii rLiums ii"LfL larg?Ll!' drii'Ln ini'L'%lvr ¢xpLi'ialic)n% c)r inlLrL%l
ralL nioi'LmLll15 and ihL app()inlmL'nl of nLl%' global p()liliLal l¢'adL'r%. -I'IIL IJS I".quitN'
markLI has had d slr()nb !'Lar ￿'Ith rL'lurns drii'cii mc)s11!' b}.. the ￿e￿.en larg)Lsl
leLhnolob>' companiL%. (iains in UK Lyuilies havl be¢n more subduLd and the IIK
niarkil LurrL'nil!' tradL% al a di%L()unt. lJrgTelN" du¥ Ic) il% lack i)I' Lxpi)siifL lo ihL'
IL'chii¢il()b)" SLLlor. MdrkLls initialli" gyaK"¢' a Hann rLsponse lo l)onald 'lrump"
deLiSiV¢ win in the LIS I)rcsidL'ntial F.Icction. M.'hilst condili0115 ￿.711 rcimain
LhullL'ngiinb>. IhL' LIS is .slill ¢%￿Li￿.d io enbyineer a soft Lyonomic landingy as inllation i
hri)ub¥hi down lil IhL LIS FL.deral RL￿rI'L s largiLt lei'LI. hoi¥eN'cr IhL'rc could b¢ %oine
disappointmenl iii the pacc ol. the cuts should Donald Trun)p's iarill. Ihr¢at5 bL
iniplLnienled. Althougtrh Ll'idence of a s]0￿"dOW.ft ha5 em¢'rg>Ld in the IJK. Ihere is
nothing vel in the data lo sugpgyesl Ihe SIO￿.down could morph inlo a recession.
When planning the Charilies. activities. the Trustees have considered the Charity
Commission s guidance on public benefit. The beneficiaries are defined by the trust
deed. and are ihose in need. hardship or distress.

ROBINSON'S RETREAT AND RELIEF CHARITIES
TRUSTEES. REPORT
eontlnued
Trustees, res
nsibilities
Charity law requires ihe Irustees to prepare financial slal¢ments for each financial
year, which give a true and fair view of the slale of atTairs of ihe Trust and of ihe
pr()lil or loss for ihat period. In preparing those financial slatements. the trustees are
required io:
select suitable accounting ￿lICIeS and then apply ihem consisl¢ntly'
make judgements and ¢stimates thal are reasonable and prudenl:
5th1e whether applicable accounting slandards have bcen followed. subject to any
material departures disclosed and explain¢d in the financial slalemenls: and
prepare the financial stalements on the going concern basis unless it is
inappropriate to presume that the Trust will continue in business.
The In￿teeS are reswnsible for mainiaining proper accounting Tecords which disclose
with reasonable accuracy al any time the financial posilion of thc Trust and io enable
them to ensure that the financial slaiements comply with the Lhartties Act 2011.
They are also responsibl¢ for safeguarding the assels of the Trust and hence for taking
re&sonable sieps for ihe pr¢venlion and deleclion of frnud and other irregularilies.
11
Fl R Bmwn Trustee
Date 27 March 2025

ROBINSON'S RETREAT AND RELIEF CHARITIES
STATF.MF.YI T OF FINAYCIALAcTI￿ITlEs
for th¢ l'ear ended _IO INovember 2024
Tolal
2023
Retreat Relief
Revenue Charity Chariiy
Total
?024
Income
103,711 Income from List¢d Investments 109.555
61 O Interest
104 321
110654
110654
nditure
Grants to Ministers and Widows
75,400 Baptisl (18)
34,427 Cong)r¢g>ational {7)
8,200 United Refornied Church (2)
7 500 other (3)
125 527
70,300
31.492
7.700
119992
147
195
Le8al and oiher expenses
Fiiunder s Birthday Dinner
Examiner s Fec
156
300
584
121576
126 937
(22,616) Revenue (Deficit) for year
(12.193) Capilal app￿ciall0n in year
I InvL'sim¢nl manabFement fees
(53,030) Net Incom¢l{Defieit)
(10.922)
(10.922)
116.358 130.738 247,096
(10.922) 107.488 120,772 217,338
Transfer between Funds (note)
10.922 (5.143) (5.779)
Reeoneiliation of funds
3 182 699 Total lunds broughi forward
3 129 669 Total fijnds carried forward
1486 673 1642 996 3 129 669
1589 018 1757 989 3 347 007
Note: The deficit of £1 0.922 on Revenue Reserve has IKen set against the Pernianent
Endowments, as pemiitted by thc Charity Commission s ruling in July 2021, for the
Charity lo expend up to £1 (M).000 of Pennanent Endowment in order to maintain ihe
level of grants to beneficiaries. At 30 November 2024. £42.496 had been so expended.

ROBINSON'S RETREAT AND RELIEF CHARITIES
BALANCE SHEET AT 30 NOVEMBER 2024
ASSETS
2023
Notes
2024
3.016.758 Listed Inveslnients
59.529 C&sh ai brokcrs
6.480
46 902 Bank balances
£3 129669
3.210,737
93.810
5.879
Capital Account
Income Account
£3 347 007
REPRESENTING:
1.486.673 Pennanent Endowmenl of R¢lr¢al Charity
.589.018
1.642,996 Permanent Endowmenl of Relief Charity
1.757.989
Revenue Accounl
£3 129 669 Toial Funds
£3 347 007
27 March 2025
HRBn)
Truslee
Porler
Truslee

ROBINSON'S RETREAT AND RELIEF CHARITIES
Notes to the Financial Statements for the year ended 30 November 2024
l. Accounting policies
Accounting convention. The accounts have been prepared under th¢ historical
cosi convention. modified for the inclusion of lisied investh]ents at market
value. They have been prepared under ihe Charilies Act 2011 and tn
accordance ￿7th the Charilies Sthtement of Recommended Practice (Charities
SORP (FRS 102).
Income from investments. mainly dividend& is recognised when received by
brokers.
Grants payabl¢ are charged to income in the year in which the grant is
approved.
Listed investments are shown at markel value.
2. Charitabl¢ aclivilies. The Trustc¢s r¢u)ard all resources expended lo be for the
single purpose of the Charities. The chariiy is a public bcnefii enlity.
3. Related parties. There were no relaied party trdnsactions durin8 the year.
4. Listed Investments and cash ai brokers.
Movements for the year are:
Listed
Cash
Investmenls at brok'ers
Total
Balance at l December 2023
Invesimeni manabTremeni fees
Additions in lh¢ year
Disposals in th¢ year
Appreciation for year-realised
Appreciation for year-unrealised
Balance ai 30 November 2024
3,016.758 59.529 3.076.287
(18.836) (18,836)
308.019 (308.019)
(361.136) 361,136
153,322
153.322
3 210737
93 810 3 304 547
Included in ihe balance ai 30 November 2024 are unrealised gains of:
2024
2023
Retreai Charity
Relief Charity
Tolal
463.950
521292
£985 242
403.946
453 871
£857 817

Independent ex8miner's report to the trustee5 of Robinson's Retreal and Relief
Charilies
I report lo the charity trustees on my examinalion of the accounts of the Trusi for ihe
year ended 30 November 2024 which are sei out on pages 6 to 8.
Respon5ibilitie5 and basis of report
As the charity's truste¢s you are responsible for the preparation of ihe accounts in
accordance with the requiremenis of the Chariiies Aci 2011 ("the Act.).
I report in res￿¢1 of my examinaiion of ihe Trust's accounis as carri¢d out under
section 145 of the Acl and in carrying oul my examination I have followed all the
applicable Directions given by the Charity Commission under section 145(5)(b) of the
Act.
Independenl examiner's statement
I have completed my examinalion.
confirni thai no matters have come to mv
attention in connection with the examtnation biiving me Cau￿ lo believe ihal in any
maierial respect:
accountingy records were not kepl in Tespecl of the Tn￿1 &s required by
section 130 ofih¢ Act: or
Ihe accounls do noi accord with those Tecords: or
th¢ accoun15 do not comply with ihe applicabl¢ requirements concerning
the forni and conlenl of accounis sei out in th¢ Charities (Accoun15 and
Report) Regulalions 2008 oiher than any requirement thai the account5 byive
a 'lrue and fair view. which 15 not a matter considered as part of an
independent examinalion: or
I have no concerns and have come across no other matters in connection with the
examinalion lo which all¢ntion should be drawn in ihis rewrt in ordcr to enabl¢ a
proper understsnding of the accounts to be reached.
Miriam Hick50n CTA FCA
JCS Accountants Ltd
5 Robin Hood Lane
Sutton
SU￿eY
SMI 2SW
Date: lu hr .1 Zoa