2024-12-31-accounts - The Rowlett Trust

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 January 2024 To 31 December 2024

Section A Reference and administration details

Charity name The Rowlett Trust

Other names charity is known by Registered charity number (if any) 235481 Charity's principal address Everyday Church

30 Queens Road London Postcode SW19 8LR

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 Alanna Thompson Chair
2 Veronique Gerber Secretary
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of	advisers (Optional information)	advisers (Optional information)
Type of adviser	Name	Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Scheme dated 18.09.2013

(eg. trust deed, constitution)

How the charity is constituted

Trust

(eg. trust, association, company)

Rowlett Trust trustees are volunteers appointed by the existing trust board Trustee selection methods through an application process supported by two references from church (eg. appointed by, elected by) leaders. Candidates are required to be members of Everyday Church and have a passion for helping those in need and bring skills to the charity that support the overall objectives and operation. Selection criteria include experience in any of the following: charity administration, finance, investment management, technology, social action, social housing, organisational development and organisational management and reporting.

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

March 2012

TAR

Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)	(1) THE OBJECT OF THE CHARITY IS THE RELIEF, FOR THE BENEFIT OF THE PUBLIC, OF BENEFICIARIES. (2) THE TRUSTEES MAY RELIEVE BENEFICIARIES BY: (A) THE PROVISION OF HOUSING ACCOMMODATION; OR (B) CONTRIBUTING TOWARDS THE COST OF ACCOMMODATION AND HEALTHCARE SERVICES OR OTHER FACILITIES; OR (C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE ACCOMMODATION AND HEALTHCARE SERVICES OR OTHER FACILITIES.
	Rowlett Trust is a grant making body that aims to fund social action efforts for the relief of housing, health or other challenges. Through grants, practical support and development of long-term partnerships, the Charity seeks to support ultimate beneficiaries to stabilise and assimilate into society. The trustees have read the Commission’s Public Benefit requirement statutory guidance and have had regard to this when running the charity.

Summary of the objects of the
charity set out in its
governing document
Summary of the main
activities undertaken for the
public benefit in relation to
these objects (include within
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit)

(1) THE OBJECT OF THE CHARITY IS THE RELIEF, FOR THE
BENEFIT OF THE PUBLIC, OF BENEFICIARIES.
(2) THE TRUSTEES MAY RELIEVE BENEFICIARIES BY: (A) THE
PROVISION OF HOUSING ACCOMMODATION; OR (B)
CONTRIBUTING TOWARDS THE COST OF ACCOMMODATION AND
HEALTHCARE SERVICES OR OTHER FACILITIES; OR (C) MAKING
GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO
PROVIDE ACCOMMODATION AND HEALTHCARE SERVICES OR
OTHER FACILITIES.

Rowlett Trust is a grant making body that aims to fund social action
efforts for the relief of housing, health or other challenges. Through
grants, practical support and development of long-term partnerships, the
Charity seeks to support ultimate beneficiaries to stabilise and assimilate
into society.
The trustees have read the Commission’s Public Benefit requirement
statutory guidance and have had regard to this when running the charity.

Additional details of objectives and activities (Optional information)

March 2012

TAR

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance In 2024 Trustees achieved the following: Summary of the main 1. Awarded seven grants to local charities working with a wide range achievements of the charity of vulnerable groups such as vulnerable families with very young during the year children, young people at risk of crime and gang activities, homeless people, people in significant debt with multiple disadvantage. This is done through an application system according to set criteria following a due diligence process. 2. Started the process of reorganising the charity structure through a review of its objects, a new investment strategy and the development of the charity website.

March 2012

TAR

Section E

Financial review

Brief statement of the charity’s policy on reserves

1 year of running costs and liquidity to meet funding needs for the next 12 months, adjusted as required.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F

Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Alanna Thompson Veronique Gerber Position (eg Secretary, Chair, Chair Secretary etc) Date 6 September 2025

March 2012

TAR

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The Rowlett Trust 235481
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/01/2024 31/12/2024
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
Interest and investment income 21,956 53 22,009 12,763
Other Income - - - - 65
- - - - -
- - - - -
- - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
21,956 - 53 22,009 12,828
AR)
A2 Asset and investment sales,
(see table).
Receipts from sale of investments 239,588 5,131 244,719
Loan repayments received 4,297 4,297 4,297
Sub total 239,588 - 9,428 249,016 4,297
Total receipts 261,544 - 9,481 271,025 17,125
A3 Payments
Grants made 40,954 - - 40,954 9,073
Administration fees 800 - - 800 -
Computer costs 150 - - 150 119
Insurance 341 - - 341 334
Legal and professional fees 10,901 - - 10,901 180
- -
- - -
- - -
- - -
Sub total [ 53,146 ] - - 53,146 9,706
A4 Asset and investment
purchases, (see table)
- -
- - - -
Sub total [ - ] - - - -
Total payments 53,146 - - 53,146 9,706
Net of receipts/(payments) 208,398 - 9,481 217,879 7,419
A5 Transfers between funds - - - - -
A6 Cash funds last year end 17,279 - 538,628 555,907 548,488
Cash funds this year end 225,677 - 548,109 773,786 555,907
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CCXX R1 accounts (SS)

30/09/2025

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 Accountancy fees due Lloyds Current Account Details *Total cash funds* (agree balances with receipts and payments account(s)) Loan receivable Details Details Details Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 225,677 - - - - 225,677 - 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) Unrestricted 4,706 - - - - Print Name Veronique Gerber Alanna Thompson	Endowment funds to nearest £ 548,109 - -
			548,109
			OK
			Endowment funds to nearest £ 58,004 - - - - - Current value (optional) - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 06 September 2025 06 September 2025

CCXX R2 accounts (SS)

30/09/2025