## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 06 April 2020 **To** 05 April 2021 ## Reference and administration details **Charity name** The Worshipful Company of Pewterers 500[th] Anniversary Trust **Other names charity is known by** **Registered charity number (if any)** 267420 **Charity's principal address** Pewterers Hall Oat Lane London EC2V 7DE ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Prof. S. Schorge|Chairman||WCOP| ||Prof. M. Hanna|||WCOP| ||O.A.W. Lodge|||WCOP| ||Prof. L Greensmith|||WCOP| ||C. Robinson|||WCOP| ||G. Githinji|||WCOP| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** **TAR** 1 |**Type of advisor**
**Name**
**Address**|**Type of advisor**
**Name**
**Address**|**Type of advisor**
**Name**
**Address**| |---|---|---| |**Investment Managers**|Rathbones|159 New Bond Street, London, W1S 2UD| |**Bankers**|Coutts & Co|440 Strand, London WC2R 0QS| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Trust Deed - (eg. trust deed, constitution) How the charity is constituted Trust - (eg. trust, association, company) Trustee selection methods Appointed by WC of Pewterers (eg. appointed by, elected by) ## **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. ## **Objectives and activities** **Summary of the objects of the charity set out in its governing document** To fund medical research into the effects of metals, in particular, heavy metals, on the brain. **TAR** 2 The Trust supports the costs of a Research Fellow at the Institute of Neurology and sponsors a lecture every three years in a related subject. **Summary of the main activities in relation to these objects** ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - Policy on grantmaking - Policy programme related investment - Contribution made by Volunteers ## Achievements and performance **Summary of the main** The continued sponsorship of a Research Fellow at the Institute of **achievements of the charity** Neurology **during the year** ## **Financial review** **TAR** 3 **Brief statement of the charity’s policy on reserves** The Trust endeavours to have sufficient reserves to enable the long term sponsorship of a research fellow at the Institute of Neurology **Details of any funds materially in deficit** ## **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. ## **Other optional information** ## **Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Full name(s)** Stephanie Schorge **Position (eg secretary, chair,** Chairman **etc)** **Date** 20th January 2022 **TAR** 4 |**Section A Receipts and payments**|**Section A Receipts and payments**|||||**Last year**
**to the nearest £**
**36,035**
**166**
**510**
**20,000**
**-**
**-**
**-**
**-**
**56,711**
**-**
**-**
**-**
**56,711**
**65,000**
**750**
**492**
**.**
**-**
**-**
**-**
**-**
**-**
**66,242**
**-**
**-**
**-**
**66,242**
**- 9,531**
**-**
**76,906**
**67,375**| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**26,121**
**19**
**510**
**20,000**
**-**
**-**
**-**
**-**

**46,650**
**-**
**-**
**-**
**46,650**
**48,750**
**750**
**490**
**-**
**-**
**-**
**-**
**-**
**-**
**49,990**
**-**
**-**
**-**
**49,990**
**- 3,340**
**-**
**67,375**
**64,035**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**26,121**
**19**
**510**
**20,000**
**-**
**-**
**-**
**-**
**46,650**
**-**
**-**
**-**
**46,650**
**48,750**
**750**
**490**
**-**
**-**
**-**
**-**
**-**
**-**
**49,990**
**-**
**-**
**-**
**49,990**
**- 3,340**||| |Investment Income|**26,121**|||||| |Bank Deposit Interest|**19**|||||| |Donations|**510**|||||| |Seahorse Donation|**20,000**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| |**_Sub total_**_(Gross income for_
_AR)_|
**46,650**|||||| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||| |**_Sub total_**|**-**|||||| |**_Total receipts_ **
**A3 Payments**||||||| |
UCL Research Grant|**48,750**|||||| |Accountancy/ Ind. Examination 2009/10|**750**|||||| |Bank Charges|**490**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**49,990**|||||| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| ||**- 3,340**|**-**|**-**|**- 3,340**||**- 9,531**| ||**-**|**-**|**-**|**-**||**-**| ||**67,375**|**-**|**-**|**67,375**||**76,906**| ||**64,035**|**-**|**-**|**64,035**||**67,375**| CCXX R1 accounts (SS) 04/02/2022 1 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name **members of** The Worshipful Company of Pewterers 500[th] Anniversary Trust **On accounts for the year** 5[th] April 2021 **Charity no** 267420 **ended (if any) Set out on pages** One & Two (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 **05 / 04 / 2020** . - **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 examiner's statement** I have completed my examination. I confirm that no material matters have 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._ **Date:** 20/01/2022 **Signed:** J.S.Dunley **Name:** John Stuart Dunley **Relevant professional** Fellow of the Chartered Institute of Management Accountants **qualification(s) or body (if any):** **Address:** Brooks Green House, Brooks Green, West Sussex RH13 0JN **October 2018** 1 **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** . **October 2018** 2 **IER**