||||||||| |---|---|---|---|---|---|---|---| |**Trustees' Annual Report for theperiod**|||||||| |**From **|Period start date|||**To**|Period end date||| ||Day
01|Month
01|Year
2020||Day
31|Month
12|Year
2020| ## Section A Reference and administration details **Charity name**[The Rawdon-Smith Trust ] **Other names charity is known by**[The Rawdon-Smith Trust for the Bed of Coniston Water ] **Registered charity number (if any)** 500355 **Charity's principal address** The Secretary Mrs. Pamela Hull Brantwood, Coniston LA21 8AD Cumbria ## **Names of the charity trustees who manage the charity** |1
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16|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled to**
**appoint trustee (ifany)**| |---|---|---|---|---| ||Richard Blackburn|Chairman||| ||Vera Grant|||| ||AnthonyRobinson|||| ||Geoff Cooper|||| ||Judith Myers|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **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 adviser**
**Name**
**Address**||| |**Bankers**|Barclays Bank PLC|Leicester LE87 2BB| |**Solicitors**|Temple Heelis D.R.
Limited|1 Kent View, Kendal, Cumbria, LA9 4DZ| |**Investment Advisers**|Rathbones|Port of Liverpool Bldg, Pier Head, Liverpool| |**Independent Examiner**|Saint & Co|Chartered Accountants, The Old Police Station,
Church Street, Ambleside, Cumbria LA22 0BT| |**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 Trust Deed of 28 July 1964 (eg. trust deed, constitution) How the charity is constituted Trust (eg. trust, association, company) In the event of the death or resignation of a Trustee, the remaining Trustees Trustee selection methods may appoint a new Trustee. According to the Deed, Trustee Numbers (eg. appointed by, elected by) must range between a minimum of three and a maximum of five. **Additional governance issues (Optional information)** ## **Section C Objectives and activities** |**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)**|To preserve the Trust’s property in perpetuity under local control for the
purpose of affording to the public facilities for recreation.| |---|---| ||Trustees have reviewed and are in compliance with Charity Commission
guidance on public benefit.
Income is applied for charitable purposes within the five parishes with
foreshore access to Coniston Water. Charities and voluntary bodies are
eligible to apply for grant aid.| ## Section D Achievements and performance **Summary of the main** The Trust provided financial support to thirteen charities and voluntary **achievements of the charity** bodies during 2019. A total of £36,613 was awarded with individual **during the year** sums ranging from £300 to £10,000. ## **Section E Financial review** **Brief statement of the charity’s** Rathbones act on behalf of the Trustees to invest funds available after **policy on reserves** grant making activities and other charitable purposes. From time to time, this capital provides the means to encourage quiet and peaceful recreation by enabling Trustees to keep property within the five parishes of Coniston Water under local control.. **Details of any funds materially in deficit** ## **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)** _Signature on file_ **Full name(s)** Richard Blackburn **Position (eg Secretary, Chair,** Chair **etc) Date** 27 October 2021 RAWDON-SMITH TRUST FOR THE BED OF CONISTON WATER Receipts & Payments Accounts for the year ended 31 December 2020 Charity Number 5LK1355 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusleesl members of Rawdon-smtth Trust for the Bed of Coniston Water On accounts lor the year ended 31 December 2020 Charity no (If any) 500355 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Yhe Trusn for the year ended 31 December 2020. Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan￿ with the requirements of the Charities Act 2011 {Ihe Acr). I report in respect of my examination of the Trust's a¢counls carried out under section 145 of the 2011 Acl and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14515)(b) of the Act. Independent examiner's statement I have cornpleted my examination. I confirm that no material matters have come to my attention in corinection V￿th the examination which gives me cause to believe that in. any material respect= accounting records were not kept in accordance with seclion 130 of the Acl or the accounts do not accord wtth the accounting records I have no cOn￿mS 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. Signed: Date: Name: lan Thompson Relevant professional qualilication{s) or body (rf any): ICAEW Address: Saint & Co.. Chartered Accountants. The Old Police Slation, Church Street. Ambleside. Cumbria L122 OBT IER October 2018 Section B Disclosure Only complete if ihe examiner needs to highlight matters of concem {see CC32, Independent examination of charity accounts". directions and guidance for examiners). Give here brief detsils of any items that the examiner wishes lo dlsclose. None identified IER October 2018 CHARITY COMMISSION FOR ENGLAND AND WAIES RawdoTrSrnith Trust forthe Bed of Conlston Water Receipts and payments accounts CC16a For the period fro To OIAIV2020 3111212020 Section A Receipts and payments Unrestritted fvnds tothe neare Restrirted funds Endowment fund5 tr*thE Total tund$ Last wr tOthene•re￿£ Al Recelpts Moorin Jetties Lake Bank Facilities Water Park Marina Canal cence 41,tM) 41,OKI 74.955 4(*9 4.089 7.918 700 615 3C 27 19 615 Donations ¥hd Grants Bank Int￿eSt Wa leave ij 19 071 19 Sub total(Gross incomeforARI 61071 95.864 A2 Other income Pa ment of LW Receivable 2021 ￿CenSee dep05ks 472 472 170 170 Sub totol 4>2 472 Totolreceipts 62.54J 62,543 96,034 A3 Poyments GraDts 34613 36.613 36.4(Ml Ad￿IniStratIon & PDDtin Bar e & Moorin MainteTrance Lake Bank E¥ 1.690 2329 649 enses 2.319 649 ExaM1De￿ Fee Blea Blows Ex W5 8aDk Ex Bank Char es enses 134 134 IZ9 8.874 175 ense5 Sub totol 50.581 50,581 59,969 A4A$5et Hnd investrnent purchases. 15ee toblel Reversal 2020 Llcenseede Rathbone5 Investmert pu￿baSe of Bar 170 170 1.2OD 5.800 5,970 Sub totol 5.970 41,2 Totqlpoyments 56.551 56.551 101,169 Netof recelpts/lpoymentsJ A5 Transfers between fvnds A6 Cash lunds last yearend Cushfvnds thisytortnd 5.992 5.99Z 15.1351 6.334 11,469 12J2 IL326 CCXX F11 accounts l&SI 10102rd021 Section B Statement of assets and liabilities at the end of the period UnrestrictÈd nds Rtstricted funds Endowment funds to Thparest£ Categories Details tyDearwi£ Bl Cash funds Bankacctyjnt Tottwlca5hfvnd5 12.326 Unre5trirted fvnds Restiirted fvnd$ Endowment fvnds Details ton•arq5tE tD Thiar85tE . •### wwhith rreTht ¥al￿e Details Cwt loptknall B3 Investmènt assets RathbOn￿ Investment Portfdio Unrestricted I￿75.551 9,914 FthrWJto*th￿ a5SQt twren¢ ¥abA Detai15 Costla￿aD￿lI B4 Assets retained for the charitV5 own use Lake 8aDk FreehL4d Land Unre5triCted 141403 141,403 Unre5tnded 15005 3,561 Waitiw Roo Unrestricted 1.304 Dinghyjettv Unrt5tri¢ted 5,875 1,058 8arge Unrestricted 5510 Land ai Haw5 Bank Un￿51￿cted 35￿02 3a.$02 Blea brow5 ILandl Uniesiricted 41292 41,292 Bed ofconiston Water Inalienab￿ A55et Furvjta *4Mch d￿e Inal %¥hendw loptlonall Details B5 LlabllltSes 2021 MourinE deposits Unrestricted 2021 LBBC deposits 210 aws Bank Invol￿ 2020 UDrestrirted 1.090 grted by oneor two trustees on behalf of all the trustees Signature Print Name Date ol approval IIICFWRD BLACKBU8N its oz zrti CCXX R2 ac(x)unis ISS} 10J02f2021 RAWDON-SMITH TRUST FOR THE BED OF CONISTON WATER Receipts & Payments Accounts for the year ended 31 December 2020 Charity Number 5LK1355 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusleesl members of Rawdon-smtth Trust for the Bed of Coniston Water On accounts lor the year ended 31 December 2020 Charity no (If any) 500355 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Yhe Trusn for the year ended 31 December 2020. Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan￿ with the requirements of the Charities Act 2011 {Ihe Acr). I report in respect of my examination of the Trust's a¢counls carried out under section 145 of the 2011 Acl and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14515)(b) of the Act. Independent examiner's statement I have cornpleted my examination. I confirm that no material matters have come to my attention in corinection V￿th the examination which gives me cause to believe that in. any material respect= accounting records were not kept in accordance with seclion 130 of the Acl or the accounts do not accord wtth the accounting records I have no cOn￿mS 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. Signed: Date: Name: lan Thompson Relevant professional qualilication{s) or body (rf any): ICAEW Address: Saint & Co.. Chartered Accountants. The Old Police Slation, Church Street. Ambleside. Cumbria L122 OBT IER October 2018 Section B Disclosure Only complete if ihe examiner needs to highlight matters of concem {see CC32, Independent examination of charity accounts". directions and guidance for examiners). Give here brief detsils of any items that the examiner wishes lo dlsclose. None identified IER October 2018 CHARITY COMMISSION FOR ENGLAND AND WAIES RawdoTrSrnith Trust forthe Bed of Conlston Water Receipts and payments accounts CC16a For the period fro To OIAIV2020 3111212020 Section A Receipts and payments Unrestritted fvnds tothe neare Restrirted funds Endowment fund5 tr*thE Total tund$ Last wr tOthene•re￿£ Al Recelpts Moorin Jetties Lake Bank Facilities Water Park Marina Canal cence 41,tM) 41,OKI 74.955 4(*9 4.089 7.918 700 615 3C 27 19 615 Donations ¥hd Grants Bank Int￿eSt Wa leave ij 19 071 19 Sub total(Gross incomeforARI 61071 95.864 A2 Other income Pa ment of LW Receivable 2021 ￿CenSee dep05ks 472 472 170 170 Sub totol 4>2 472 Totolreceipts 62.54J 62,543 96,034 A3 Poyments GraDts 34613 36.613 36.4(Ml Ad￿IniStratIon & PDDtin Bar e & Moorin MainteTrance Lake Bank E¥ 1.690 2329 649 enses 2.319 649 ExaM1De￿ Fee Blea Blows Ex W5 8aDk Ex Bank Char es enses 134 134 IZ9 8.874 175 ense5 Sub totol 50.581 50,581 59,969 A4A$5et Hnd investrnent purchases. 15ee toblel Reversal 2020 Llcenseede Rathbone5 Investmert pu￿baSe of Bar 170 170 1.2OD 5.800 5,970 Sub totol 5.970 41,2 Totqlpoyments 56.551 56.551 101,169 Netof recelpts/lpoymentsJ A5 Transfers between fvnds A6 Cash lunds last yearend Cushfvnds thisytortnd 5.992 5.99Z 15.1351 6.334 11,469 12J2 IL326 CCXX F11 accounts l&SI 10102rd021 Section B Statement of assets and liabilities at the end of the period UnrestrictÈd nds Rtstricted funds Endowment funds to Thparest£ Categories Details tyDearwi£ Bl Cash funds Bankacctyjnt Tottwlca5hfvnd5 12.326 Unre5trirted fvnds Restiirted fvnd$ Endowment fvnds Details ton•arq5tE tD Thiar85tE . •### wwhith rreTht ¥al￿e Details Cwt loptknall B3 Investmènt assets RathbOn￿ Investment Portfdio Unrestricted I￿75.551 9,914 FthrWJto*th￿ a5SQt twren¢ ¥abA Detai15 Costla￿aD￿lI B4 Assets retained for the charitV5 own use Lake 8aDk FreehL4d Land Unre5triCted 141403 141,403 Unre5tnded 15005 3,561 Waitiw Roo Unrestricted 1.304 Dinghyjettv Unrt5tri¢ted 5,875 1,058 8arge Unrestricted 5510 Land ai Haw5 Bank Un￿51￿cted 35￿02 3a.$02 Blea brow5 ILandl Uniesiricted 41292 41,292 Bed ofconiston Water Inalienab￿ A55et Furvjta *4Mch d￿e Inal %¥hendw loptlonall Details B5 LlabllltSes 2021 MourinE deposits Unrestricted 2021 LBBC deposits 210 aws Bank Invol￿ 2020 UDrestrirted 1.090 grted by oneor two trustees on behalf of all the trustees Signature Print Name Date ol approval IIICFWRD BLACKBU8N its oz zrti CCXX R2 ac(x)unis ISS} 10J02f2021