THE LUBRtCATORS CHARITABLE TRUST ACCOUlYfS 30 SEpfEMBER 2024 THE LUBIUCATORS CHARrrABLE TRUST ANNUAL REPORT FOR THE YEAR ENDED 30 SEPTEMBER 2024 TRUSTEES P J Elson J D L Gregory DWLong R A Powdrill BANKERS Barclays Bank plc INDEPENDENT ExA￿N￿R S G Barrell Wo(xlridings Landscape Road Warlingham CR6 9JB REGISTERED CHARITY Y4UMBER 272237 ADDRESS 4 Preston Chippenham Wiltshire SN15 4DX THE LUBRICATORS CHARJTABLE TRUST ANNUAL REPORT OF THE TRUSTEES FOR THE YLAR ENDLD 30 S£PTE.MBF.R 2024 The Tr￿lee$ of The Lubricaiors Charltable Tr￿St present iheiT annual report together with rhe financial siatcments for the year ended 30 September 2024. The TTU51ees confjrm Ihai the annual tY￿rt and finanLial staiemenls of the Charity comply with the cu]Yeni 5taiuiory requiremen￿ ihe requirements of the Charity's governing document and the pr()vis?ons of the Stsiement of Recommended Practi¢e ISORP) applicable to ChaTlties preparing their Accounts in accordance with the Financial ReFKTrrting Standard applicable in ihe UK and Republic of Ireland {FRSI 02). TRUSTEES, RESPONSIBILTIES Charities Law requTres the Trustees to prepare financial stsiements for each financial year which give a true and fair view of the state of atlairs of the Charity and of its income and expenditure for the period. In preparing those financial statement& the Trusttts are required to.. 5eleci siiitgble accounting kN)licies and then apply them eonsistenily: mdke judgcmenis and esiimates tlial are reasondble and prl￿ent. and prepare the financial 5tatemenis ON the going concern basis unless it is inappropriate to presume that the fund will coniinue in business. The Trusr¢es ale responsible for keeping proper accounling records which disclose with re￿Onable Jccuracy al at]y time the financial posTrti(>n of the fund and to enable tliein to ensi1￿ that the financial statements comply with the Charittes leb7islatioll. They are also responsible for safeguarding the asseig of ihe fund and hence fobr taking reasonable steps for the prevention and detection of fraild and other irregularitie5. TRUSTEES The Trusiees who held office throughout the period were, P J Elson, J D L Gr¢gory, D W Long and R A Powdrill. OBJECTfvES The Charity was set up to SLlPPOrt k)eiieral charitable work. Monies are received as charitable donations from individuals, Th¢ Guild of il)e Niiieteen Lubricators aT)d its members. REVIEW OF DEVELOPMENfs, ACTivrriES AND ACHIEVEMENTS Thc Charitable Trust was most grateful to rec¢iv¢ continued support from The Guild of the Nineteen Lubri¢0tors and it5 niembers. The Trustees hav¢ maintaifted a programme of support for a wide raiige of ¢l)aritie5 and charitable Causes. The Tru￿¢¢5 make j￿dgementS on the bcst infonnation available to them and have paid regard to th¢ published Charity Commission Guidan¢¢ on the operntion of the Public Benefii requir¢m¢nts of the Charitses Tl)ey also have particular regard to causes wilh w'hich individual Guild members are working and involved. REVtEW OF FtNANCIAL TRANSACTIONS Tlie finaneial sta1erne￿ts as set out on pages 3 to 6 summdrise th¢ iransactions of the Charity during the year ended 30 Sepiember 2023. half of tli¢ Trnst¢es ) Tru￿ee drill THE LUBRICATORS CHARITABLE TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 SEFfF.MBF,R 2024 2024 2023 INCOME AND EXPENDITURE Incoming resources Investmeni ineome Fund raising a¢tiviti¢s Donations and gifts 109 63,707 140 36 49,948 95 £63,956 £50,079 Re50urees expetNJed Administration expenses Direct Charitable Expenditure. Grants and Donalions (note 6) 450 734 60,948 52,585 Tota] resources expended £61,398 £53,319 Net income/(eXT￿ndIture} being movement of funds Fund balance brought forward 2,558 24,913 (3.240) 28.153 Fund balance c8rried forward at 30 September £27.471 £24,913 The notes on pages 5 and 6 are an integral part of these financial statements. AIAYCE bHEET 3• sEP1TP•fB￿ 2024 1•24 Ink biknG¢5 2&081 1.428 27.C*)I IJEwe%tri¢*d fvTh1s The fittÈnci•l stLtcmtniS awros.ed by the'frustee5 17 March ￿25 si￿1 on their ithlt'by.. Ptiwdrill PJ Elgjn Tk P48e$ 5 And 6 ** ￿ inthwl of these fin￿1¥￿5 s1￿m¢￿[S. THE LUBRICATORS CHARITABLE TRUST NOTES TO THE FINANCIAL vfATEMENrs FOR THE YEAR ENDF.D 30 SEpfEMBF,R 2024 ACCOUNTING POLICIES The financial statements have been prepared in accordance with the Charities SORP {FRS102) appli¢able lo charities preparing their accounts in a¢cordance with Financial Reporting Standards applicable in th¢ UK and Republic of Ireland and the Charities Act 2011. The principal a¢counting policies adopted are: A¢eountlttg for Income Bartk tnter¢st is taken ts) Credit when r¢c¢iv¢d. Expenditure All revenue expenditure 15 a￿OUnted for &$ it is incU￿d or authorised. Perm4Dei¢ Endowment Funds Assets donated on condition that the fvnd be held pennanently by the Charity. although the constituent &ssets may change, are held in a pemianent endowment fund. Tr8nsaetion8 And other events which afftct the amount of ￿Mianent endowment funds are taken directly to the balance sheet and do not go to the statement of financial a¢livities. The movements on these flmds are disclosed in the notes to the financial Statements. DONATIONS AND GIFTS The sources of donations and gitis wer¢ from th¢ Guild of the Nineteen Lubricators. EMPLOYEES AND TRUSTEES The Charity has no paid employees. None of the Trustee$ received any remunerntion fortheirservices. RISK MANAGEMEiYr The Trustees ￿gUlarlY review the major 0￿rational and business risks faced by the Charity and are currently satisfied that such risks have been adequately addressed. The Charity can meet all its Current financial and legal commitments and has no long tenn exposures in th￿e ar¢&8. CURREJYT LIABILITIES 2024 2023 Other Credit 600 Loan from Guild of the Ntneteen Lubricators 2,038 2.038 1,488 2,088 THE LUBRICATORS CHARITABLE TRUST NOTES FORMING PART OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEpfEMBER 2024 GRANTS AND DONATIONS 2024 Breath¢ Christmas hampers Elliott Holmes Samaritans Sevenoaks Boxford Church Disability Fund Challengers St Bamabus Hospices (Sussex) Prince of Wales Regiment Hospice in the Weald Fletching PCC Treloar Schiool Petr james Scary Pictures Childrens Day at Chessin￿On World of Adventures King's Chapel at the Savoy St Albans &hool for Girls Brentwood Catholic Childrens Society Havens House Childrens Hospice Hold On Letting Go Dementia Active The Docklands Settlement St Saviours Pan)chial Church Council Orpheus Twst Pussycat LA)dge tr￿st Limb Power Westway Community Rennie Grove Hospice Care Opportunities for Children Stq)hanie Cave Andy Biddle Youth SEx)rts Foundation Bowel Research UK L¢ith Community fund Weldmar Hospice Care Friends of Blandford Hospital 27,000 968 1,000 500 2,500 2,500 i.{)00 500 500 1.300 320 5,820 2.040 500 500 1.0 1.0 1,500 1.000 1.000 1,000 5(K) 500 500 1,000 500 250 250 500 5(K) £60,948 THY. IAIRRICATfJiLS CHARrrABLE TRUb7 LyDEPELIDTr.￿ Tr:XATrIINER'5 REPORTTf) THE TRusfEb' FOR THE YYthR F.IIDED 30- 5ErrEf*lBER ZDZ4 I the xe4>untsofth¢ Trug for ih¥ )vraTd¢d 30 WlhyfjQ_*4 which on py 3 to O. This mjde solety ebyttv s Tm¢tts I￿.. In 145 t7ftheC.hJriti Ad 2011. My work has bmi uthlcrtkn I miKhi to th¢ dMrity"5 '1"ru5[￿S th￿ mJllu5 1 tD thtm Indqxitht curnin￿ rtr no th purpw. To the fuUeA ptnlliild by law. I do not or ttbwibli￿Y ￿ anyone othcr than thc chvff>' thE chwity"s TnK￿. luly. fur niy thi% liESPE￿IVh It•.SPO%?itBiLITIE5 UFTRVSYVS.S AYD tr￿m[¥ER The fiwiiy'sTruth are mPxL￿ThIc for the ofthe f￿￿Kial andtho" rJJosld¢rthAt4 audlt 15 not TcqyhEd for thls )car ¢mdu 144(2) of thc 2011 (th¢ Acl} 4nd li is my rcsponslbllityfo.. 2Yllminc thc fmmKTAI 4tsknnthL* und¢T S¢diLm 145 oftheAa rvlluw Ihe laid in th¢ t¢theAI Ditcaion ty the (*uity Lommi%iion Sedlon 145(5)Ib}ofth¢ A¢L' J BASI￿4 OF llNDEPENDL￿ EXLIIINER'S IELPUKT fm•n¢iil with th0￿ rrcDE& li irKludes oJosldEntkn of ao) Ét¢ou or dtKloyJnx in th fi￿1￿1 Md cKpIw￿tirn% fTLMn yuu T￿￿r