**Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 01 October 2023 **To** 30 September 2024 ## 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
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6|**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||Worshipful Co of Pewterers| ||Mark Chambers|||Worshipful Co of Pewterers| ||Prof. L Greensmith|||Worshipful Co of Pewterers| ||Prof. M. Hanna|||Worshipful Co of Pewterers| ||C. Robinson|||Worshipful Co of Pewterers| |||||| ## **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)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**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)** **TAR** 1 **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. **Summary of the main activities in relation to these objects** 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. **TAR** 2 **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** **TAR** 3 ## **Financial review** ## **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** 8 July 2025 **TAR** 4 CHARITY COMM15510N FOR ENG￿N0 AND WAIE5 Th8 Worshlpful Company of P•wt8r8rs 500th Tru$1 Receipts and payments accounts CC16a For th8 perlod from 0111012023 To 30109r2024 Section A Receipts and payments Unre$trlct8d funds to tho nèar$•t Rostrlcted fund8 Endowment funds Total funds L88t year to th• n•ar••t£ to th• noar••l t to th8 near•st £ to th• n•ar•it£ A1 Ro¢olpt• Donations Inve51meni lllcom8 Bank D&pog11 Inter881 So&hor88 Donaivj 20,230 21,000 510 191 6,000 189 20.000 6.000 Sub total (Gross income for AR) 34,422 55.422 20,891 A2 A880t and Inv•8tmènt J¥lg•, 18•• tabl•l. Transfers to Investment Portfolio Sub total rotal recolpts 34,422 55,422 20,6D• A3Pa mgnts UCL ReSea￿h GraDI 8&nk Ch 19,761 553 21.QaQ 40,761 553 36S Sub tolal 20,314 41.J14 365 A4 A$￿t and Inve8tment pyrchaB¥8, 899 table Sub total Total payments 20,314 41.314 305 Net of re¢eipts/(paymenls) A5 Transfèrs ￿tween funds A6 Cash funds last year •nd Cash funds thls year end 14,108 14.1CI8 20,334 20,881 34,988 20.881 34,989 547 20,881 CCXX R1 accounb ISSI 0810412025 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to neareal £ Restricted funds to noare¥l £ Endowmènt funds lo n•aro8t£ Categori05 Details 81 Cash fund$ Cash al CoLJtts 34,988 Cash al Ralhtrtnes Invasimenl Portfdio 18,976 Total cash fvnds 34.988 18,970 law¢è wilh rKolO54fvJ paymgllts ouniisll Unrestrl¢ted funds to n•arng1£ R•str5ctgd funds to n•ar•stt Endowmont fund5 to noar95t t Detalls Fund lo %vhlch 41I4t b•lon R•8trlclgd ¢ufr•nt v•lu• Coil lopllonall 1.ess,142 B3 Inve8tmant ass•ts Ralhbon08 Inv881ry*ni Porfollg 1.799,T23 Fund 10 whlth b•lot) Delails Co•1 Iopiion*ll Curr•nl v•lu• 84 *ls¥et$ retaln•d for th• charlty'8 own use Fund 10 whlch Amount du• Detalls on du• B5 Llabllltles Slgned by one or iwo Iruslees on behalf of all the trustee$ Signature Print Name Date ol rov81 Sle hanie Schor 0910412025 CCXX R2 accounts ISSI 0810412025 ## **The Worshipful Company of Pewterers 500[th] Anniversary Trust Independent Examiner’s Report for the year ended 30 September 2024** I report to the Trustees on my examination of the accounts of The Worshipful Company of Pewterers’ 500[th] Anniversary Trust for the year ended 30 September 2024. ## **Responsibilities and basis of report** As the charity Trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all of 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 in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable records concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Sarah Shearer FCA Emmaus Chartered Accountants 377-399 London Road Camberley Surrey GU15 3HL Date 17[th] June 2025