Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 YO AND COACH HARNE&8 MAKERS CHARrfABLE TRUST 197T REPORT AND Accoupirs 31 AUGUST 2021 Registerwj Chty Nwnber 2W1
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 THE COACHMAKERS AND COACH HARNESS MAI(ERS CHARITABLE TRUST 1977 STEES REPORT FOR THE YEAR ENDED 31 A dated 23 August 1978 and the Clwitth Tntst and t4VO subsidiary fvnds: The Eric 8everley Memori81 Fund Coachmak8rs Alotor Car Centenary Fund The Trust is a registered thaity numbw 286521. Trustees: Mr M Kimber FRICS,FA4V Mr I Smith Mr M Payne Appointed 1.9.2021 Mr A Love FCA Resigned 1.4.2021 Principal Addr Thé Old 8am Church Lane Glentham Market Rason Lincolnshire LN8 2EL Profgssional Advtsers.. Bankers.. Bk of Sccthnd. 38 Threats1? StreeL London EC2P 2EH Investment Advisers.. Killik & Co 46 Grosvenor StreeL L(XKlon W1K 3HN Accountants.. Ajliotts LLP, Friary CwrL 1&21 Hvjh Stree( GudI0. Surrey GU13DL Independent Examirter.. Maledm Lu¢as FCA on behalf of Menzie8 LLP. Wentworth H¢xrne, 3000a Paw. Whiteley, Hampshire, P015 7FX Th¢ objects of Ihe Tn are set out in the Trust Deed and we trj make: Grants to necessitous Freemen and LNerymen of the Cohma(ers Lr¥ery company and necessitous widrhS and chihjren of deceased Freemen and Li¥erymen ofthe CCAry)any". Charilable grants to other necessi pers$s. Grants to chafitsble institutions,. Fellowships, lethreshw. schcknhps, gr and lyJa1 and apwenticesh tn of technical educatton., Fellowships. leciureshw, h0rShy. tM¥saiies and grants in furtheran of technical research., Such other Charitab objects as may be hereafter determined by resolution of the Court of the Worshwjul Company of c¢M¥kers and Co•th Hamess Makers of London. In setting our objectives and planning our acbviltes the Trnstees have gi reful lderth to Ihe Chanty Commi85ion's generd gU#Jae on publr benefit
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 THE COACHMAI<ERS AND COACH HARNESS MAKERS CHARrrABLE TRUST 19 anisation The Truslees are appointed ty Ihe Crt of the t¥ShIp(U1 C(xnpany cl Coachmakers and Coach Hamess Makers of London. There must be no than Iwo truslees and thvy must be memters ofthe company. Meetings of the Trustees set the over811 the mnning cAthe Tn&8t and detemiining donations. The tsy to day running ofthe Tt is cwried out by the TnJsfs eSnal thiser& Investment Pthvers The Tru$Ys investments are gover by the Twstse Act 20(Kl. All inveslments are listed on th8 London Stwk Exchange or a UK authiyised unrt trus Review of kn1wit A£hievernents and Fulure Pla The tteeS have revi the perf0mnCe of the Fund rnaner during the year and are satisfied with their management of the funds and their inVeStrt The management of the furKIs CJ)ntinues to be based on Total retum Fdicy as previousty sts1. This has been a year of exiremes and the Coachmakers thardy has mad8 donations in th8 year of £344.000. The Fund has maintsined its worth dewe this generous support for th8 extraordinary ye8r. The Livery conknues to focus on beiTrJ an Klrrfe Li4wry swting young peoplo in our asso¢iated induslrigs. The Livery a180 m&ntained its c(¥nmitment to W•rnTd prw for to m¢mb8rs of its affliatod servKe units. Reserves Pol. It is the of the Trustees to nwrnkn unrestri¢ted fvrKls at a level to pe suffic4ent income from investments in order to meet its adminislrative costs aTrJ meet apprcpriate applKabons for grants. Free reseprfes at the year end. rewes*d by Unrestric funds. 8tood at £2.12,669 {21Y20. £1,935,828}. Risk Man ernen far as possible. Approved the Trustees on a o J a¢22 and signed on their behaff ty. I Smith
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 THE COACHMAKERS AND COACH HARPaS IAA1 CHARtrABLE TRUST 19TI STATEMENT OF TrUSTEES RES NSIBILMES The purFW of this ststement to di%ttngui%h the TnBtees' T[)11es ts the xcounts from those of the independent exaniner as stated sn his re The Charittes Act 2011 requires Ihe Trustees to prepare &eounts for each financial year which give a true and fair ofthe charrty's financial actNitss (knring the year and of its financial rM)srtion at the end ofthe year. In preparing the accounts the Trustees Shk1 fOlr best make judgeménts and estimates that are reasonle aThl rThlent folk)w the reccrfnmendations of the Charity Crynmis¥ion and of the acwnting profession with regard to form and content of the nts. or disdose and explain any departures there from: and prepare the acccwnts on the goi ¢orKern basis unless li is inapprq>rta to assum& th trtè char will be able to c(xrtinue to meet its otiectives. The Trustees are respsible fw keepwu nting r8(yyds whth such as to th8ch)¥e, with reasonat4e accuracy. the financial FJsrtion of the chanty at a)y lime and to able the TTUStees to ensure that the accounts comply with the disclosu regulations. They e also responsiblg for safeguarding the charity's assets and henc8 for lakng reasonle steps for the prevention arK* tjetection of error, fraud and other UL9r111es.
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 THE COACHMAKERS AND COACH HARNESS MAKERS CHARrrABLE TRUST 1977 Numbor 286521 INDEPENDENT EXAMINER% REPORT TO THE TRUSTEES OF THE COACHMAKERS AND COACH HARNESS IAAKERS CHARffABLE TRUST 19TI I report to the Trustees on my exanMnion of the axounts of the Coachmakers and Coach Hamess Makers Charitable Trust (Ihe trusf) for year eThled 31 ust 2021 set oui on pages 5 to 10. Responsibilities and basls of report As the charity trustees of the Tn( you are resn$t fcf the preparation of the OUnts in accordance with the requiretrents of the Charities 2011 fthe Acr). I report in respect of ry exaMinatn of the Tn¥S accounts carrTed out urKler section 145 of the 2011 Act and in cAryiThJ out my examination I have folltred all the applicable Dkreclions given by the Charity CommissK)n under secticm 1445Xb) of th8 A( Independont examlnefs r•port staternont I have completed my examinalKJn. I confim that no ffoterial mattern have cowe to my attention in connection with the exarninatx giving me ouse to beEieve that in any material respe( 1. a(xxn1Ing reccrfds were not kept in respect of the Twst as required by secti)n 130 of Ihe Art: or 3. the accounts do not compty with the appltablè requirennts con¢eming the forn and content of accounts set out in the Charttses (P•xounts and Re[s) Regulations 2008 other than any requireEnt that the accounts give a Irue and frdir which is not a rnatter considered as part of an indepent eXanall(. I have no concems arKI have across no other nwtters in connection wjih the examination to which attention should be drawn in thi5 report in (Kderto enable a proper uThJanding ofth8 xcounts to be reached. This report is made solety to the chariiys trustees, as a toy, in ance with Part 4 ofthe Charites IA¢wJnts and Reports) Regulations 2008. My work has been undertth so that l ight state to the Charity's trustees those matter51 am required to stste to them in an indeperKlentexaminerfs report and for no other purFose. To the fiJSiest extent permitted by la4V. I do not vt or assume responsibility to anyone other than the Charity and the chanty trustees as a Lx. for My work or this repy)rL D¢GuWd ty.. 634F24DE92A4471 Janice Mathews FCA In¢Jependent examiner MENZIES LLP Centrum House 36 Station Road Egham 20 9LF Dated 28-Jan-2022
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 Tc48l Totsl FuTrts SuTrJry Events 1310 26,057 1310 27.119 17,674 6.150 12,IX¥) 21.642 Other Tradi AL Inwtmort income 12.(KK 17.844 Total Incvm• .723 57.466 e¥p•ndttur• 381.146 Total Ezpohdlbj 387.146 183,898 Il•tlncom•lExprtd1l (3A4231 {IIA.230) Othw Tr¢ognl¥•d o•slloM•81: GwlnB Ib)s8881 bwèstrh¢rt a55ets 1e8,083 Il•tMo¥•m•rtln Funds 186.841 1e6,841 61,853 At I S6F4**trAr2020 134 Atyl Augu•t2021 £2,102.e89 £134 £365.3X) £2.468.153 £2.301.312
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 2019 Fw TOW 71.870 10.021 17ffi4 8.150 12,tsJO 150 IZ150 21.612 3.017 124,843 157.898 11q879 &017 207.ws {1rA2 1106230) 118.272) 168.f 61W3 IN06B) At 1 Sepknnbtr2O19 )t•.S27 £1 E134
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 1431,384 1291.&fj2 10 ash ai bank Cash O bank- 1c#J dub 31. 13.402 11421 75 31.794 11 9.460 £1301212 Q468.153 134 134 12 468.1S3 ¥J siAwJ ¢f¢trwthallty. Ismth
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 THE COACHMAKERS AND COACH HARNESS MAKERS CHARrrABLE TRUST 19TT TH The dHrity Was estat4ish&l Lry trust dJ tJ8ted 23 1978 and Is a 31Stered dwity under Rosen, Li¥ LN8 2ÉL Stsndard awAratle UK axl of IvdarKI IFRS102) (Clwities SORPIFRS102)1 leffe(aive 1 Jan(w 20191. b) Ix)ntinue to aloptts of nts"n9 in preparirg Ilwe acwjnts. HaEsS M•5 effe(vety (xxknts the c. 85 al the Trustees are MemLw¥ of the CwrL arnount dL ty the tharty at 31 2W21 was £6.72512020- £1.14n. g) and the value can be measurgj wih wffvent rdiabilty. Grwrts ar donab.orts we tt)
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 344,971 125.101 31.1 costs 5T. 20 P020-231 tolrnlr4pJuats 24 (2QO.17) to 19XKI £344.971 £125,Cfj1 GrBnts o1o%w£1.LMlv Brund Umeryty Lorvjon CambrNlge F9 Lba Cavell Nwses Trwt C8ntreptynt City UnbbEWHartstMp Fwwj Cavdl Furvj lor Nwses Heril•Je SkAls knjeffry 1S.( H06PrtaltyNUon 15.( Im?1 Colleoe Irtre8 Imperial Comege ofSderK T•thiK&yi•¥J KkvJstw ursty I5,(3 Klngston UrM•Hards fjng$t¢ Uru%v8tySattYdayEryirth Ck IS.(#)) IS.f 2.184 MlThl In ts Cty 1,013 StJarrs Garffjcr Si P8uI's C8trtral F(ymJalL Sma11tye TnAt TnweH TrwiS H&Jwfc<#J t• Yftt 1.510 10.W) 6.528 Bank and oJstc# ra•ffJes Ete0$1$ COrSlanY$ fees InSWdrKe olsu 165 17.543 1053 16. 132 £1.440 £1.440 rec•¥ed on belwWoftt dwty.
Docusign EnvÈlope ID." FA6A243S72g405c-86C(13SsCES162F4 WE IR 197T Cost 8TrJ bodE at31 A12021 1.tr28.502 14532441 99.512 Sales PurthasÈ5 1,860. 1387.7081 274.742 178.473 ma1valle at 31 Alt2021 £2.W.034 £1.926.SY2 Hlstorkal C05t £1,036,714 £1.192.758 10 Qg14 Cbiors 11 Qtg Amounts duemthn crn >ar. 1.147 5225 1S.962 £24. 01.0920 31.0821 Mem181 F¢ 11Q2• 28.686 130. Motorcar Centèftary 171.767 Is.(K 213. 1.W.811 S7.098 (381,Wl 421.592 1.758.417 1.935.82 59,661 1306.Q641 J3264 1102.869 134 11.(621 134 £2 *1312 13 Fund balar#x at 31 AW 20ZI Tangth fwj as¥6ts a(ffim4 2.rffi.034 26.769 134 34