||||||||| |---|---|---|---|---|---|---|---| |**Trustees' Annual Report for theperiod**|||||||| |**From **|Period start date|||**To**|Period end date||| ||Day
01|Month
01|Year
2021||Day
31|Month
12|Year
2021| ## 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|Chair||| ||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** Trustees own and manage property at Lake Bank, Blea Brows and Haws **achievements of the charity** Bank, providing public access to the lake shore and spectacular views of **during the year** Coniston Water. As owners of the bed of the lake, mooring licenses are issued to encourage quiet and peaceful recreation on Coniston Water. The Trust provided financial support to twelve charities and voluntary bodies during 2021. A total of £24,835 was awarded with individual sums ranging from £325 to £5,000. ## **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. Land is acquired from time to time to maintain public access under local management for quiet and peaceful recreation within the five parishes of Coniston Water. **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** 16 August 2022 RAWDON-SMITH TRUST FOR THE BED OF CONISTON WATER Receipts & Payments Accounts for the year ended 31 December 2021 Chartiy Number 500355 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Seclion A Independent ExaMine￿S Report Report to the trustee members of Rawdon-smtth Trust for the Bed of Coniston Water On accounts for the year ended 31 December 2021 Charity no (rf any) 500355 Set out on pages I report to the trustees on my examination of Ihe accounts of the above charity (llhe Trust") for the year ended 31 December 2021. Responsibilities and As the chartty trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charrties Act 2011 {"the Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying oul 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 examinats"on. I confim that no material matters have come to my attention in connection wtth the examination which gives me cause to believe that in. any material respect.. accounting records Y￿re not kept in accordance with section 130 of the Act or the accounts do not accord wth the accounting records I have no concems and have come across no other matters in connection wtth the examinab.on to vthich attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signe Date: 22 Name: lan Th¢Jmpson Relevant professional qualifi¢ation{s) or body (if any): ICAEW Address: Saint & Co., Chartered Accountants. The Old Police Station. Church Street, Ambleside. Cumbria LA22 OBT IER Octob•r 2018 Section B Disclosure Only complete rfthe examiner needs to highlight matters of con￿r￿ (see CC32, Independent examination of chartty accounts". direclions and guidance for examiners). Give here brief detalls of any items that the examinerwishes to disclose. None identified IER October 2018 CHARITY COMMISSION FOR ENGLAND AND WALES RawdoTrSmith Trust forth? Bed of Coniston Water Receipts and payments accounts CC16a For the per*)d frorn To 0110112021 3V1212021 Section A Receipts and payments Unrestricted fvThls Endowrnent funds Totsl fvnd5 Lastyear tother￿Test£ tothe nea￿t£ tothe nearest £ Al Re¢elpts MoDfiD85 Jettie5 Lake Bank Fadllties Water Park Mafina Canal Gr￿in Li￿nCe Bar e Licence Donations and Grants Bank Interest Wayleave Sub totql{Gross incomeforAR) 80.311 10.89) 9326 80.312 41.rrfo 5.505 9326 350 615 615 615 IOALK) 13 19 19 19 103.t66 62,071 A2 Other Income Payrnent of LW Receivab 2022 Licensee dewsits 370 472 472 Sub totoi 370 Tota1re￿Pts 103.436 IDa.436 62.543 A3 Payments Granis 24￿35 36.613 Administration & Printin e & Moorin Maintenan Lake 8ank Ex ses Profe55ion31 Fee5 E%amiThers Fee Blet 8row5 Ex Haws Bank Ex B3nkChar es L697 970 1334 1.697 970 2.334 L704 1,690 2.329 649 1.224 277 en5es 277 134 1,786 ense5 162 Sub total 38.845 50.58I A4 Asset and Investment purthase lsttlablel Reversal 2021 L￿er￿ee de Paihbones Investment Purchase Df Bar sits 4n 4n 170 Sub totèl I￿472 0.4n 5.970 Totolpayments 79.317 79.317 ,551 NetoArtceIpts/lpa￿e￿tsJ A5 Transfets between fvnds A6 C•sh funds l•st ye¥rend Coshfvnds thi5 yeorend 241 2411 5.552 12326 12J26 6,334 36A45 36A45 12.32 CCXX Rl accounts ISSI 09102r2022 Section B Statement of assets and liabilities at the end of the period Unrestrirted fvnd5 Restrirted fvnds Endowment fvnds to n￿restE (ategories Details Bl Cash funds Bankacctyjnt Totslcoshfvnd5 Unre5trirted nds Restricted fund5 Endowment lunds Detaits r￿rert£ B2 Ot￿r monetary assèts dto asset lopbarwl CullentVa￿t nJl Oeiails Ba In¥estment assets Rathbones Investmty)I P￿t￿l0 Unrestr￿ed 1.6F4617 Z.328A Oetait5 bek) costlo￿ltsr￿j B4 Assets retalned for the charws own use Lake Bank Freel￿ Land Unrestr￿ed 141.403 Jettv Unresti￿e￿ IS45 Waltiry Rty)m Unre5tiicted 928 Dinghy Je UnreStr￿e s￿7$ 823 BaTge Unre5tmed 4,530 Unre5tmed 33W2 Blea ￿rO*S ILa)dl Llnrestricted 41.292 4L292 bed oFConiston Water FundtOwh*h Amourttdue VthEn due Jna 85 Liabilitles 2022 Moorifig deposits Unre5v*ed 2022 I8BC deposits Unrestrirted Bank ￿[fL c*¢ 2021 Inb unre5triLtEd UnresirKted Si8ned by onew iwo twsiees behaff of all rhe tiustees Signature Print Name Date o* approval RICHARD 8LACXBURN CCXX R2 ac£ounts Issi 0910212022 RAWDON-SMITH TRUST FOR THE BED OF CONISTON WATER Receipts & Payments Accounts for the year ended 31 December 2021 Chartiy Number 500355 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Seclion A Independent ExaMine￿S Report Report to the trustee members of Rawdon-smtth Trust for the Bed of Coniston Water On accounts for the year ended 31 December 2021 Charity no (rf any) 500355 Set out on pages I report to the trustees on my examination of Ihe accounts of the above charity (llhe Trust") for the year ended 31 December 2021. Responsibilities and As the chartty trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charrties Act 2011 {"the Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying oul 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 examinats"on. I confim that no material matters have come to my attention in connection wtth the examination which gives me cause to believe that in. any material respect.. accounting records Y￿re not kept in accordance with section 130 of the Act or the accounts do not accord wth the accounting records I have no concems and have come across no other matters in connection wtth the examinab.on to vthich attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signe Date: 22 Name: lan Th¢Jmpson Relevant professional qualifi¢ation{s) or body (if any): ICAEW Address: Saint & Co., Chartered Accountants. The Old Police Station. Church Street, Ambleside. Cumbria LA22 OBT IER Octob•r 2018 Section B Disclosure Only complete rfthe examiner needs to highlight matters of con￿r￿ (see CC32, Independent examination of chartty accounts". direclions and guidance for examiners). Give here brief detalls of any items that the examinerwishes to disclose. None identified IER October 2018 CHARITY COMMISSION FOR ENGLAND AND WALES RawdoTrSmith Trust forth? Bed of Coniston Water Receipts and payments accounts CC16a For the per*)d frorn To 0110112021 3V1212021 Section A Receipts and payments Unrestricted fvThls Endowrnent funds Totsl fvnd5 Lastyear tother￿Test£ tothe nea￿t£ tothe nearest £ Al Re¢elpts MoDfiD85 Jettie5 Lake Bank Fadllties Water Park Mafina Canal Gr￿in Li￿nCe Bar e Licence Donations and Grants Bank Interest Wayleave Sub totql{Gross incomeforAR) 80.311 10.89) 9326 80.312 41.rrfo 5.505 9326 350 615 615 615 IOALK) 13 19 19 19 103.t66 62,071 A2 Other Income Payrnent of LW Receivab 2022 Licensee dewsits 370 472 472 Sub totoi 370 Tota1re￿Pts 103.436 IDa.436 62.543 A3 Payments Granis 24￿35 36.613 Administration & Printin e & Moorin Maintenan Lake 8ank Ex ses Profe55ion31 Fee5 E%amiThers Fee Blet 8row5 Ex Haws Bank Ex B3nkChar es L697 970 1334 1.697 970 2.334 L704 1,690 2.329 649 1.224 277 en5es 277 134 1,786 ense5 162 Sub total 38.845 50.58I A4 Asset and Investment purthase lsttlablel Reversal 2021 L￿er￿ee de Paihbones Investment Purchase Df Bar sits 4n 4n 170 Sub totèl I￿472 0.4n 5.970 Totolpayments 79.317 79.317 ,551 NetoArtceIpts/lpa￿e￿tsJ A5 Transfets between fvnds A6 C•sh funds l•st ye¥rend Coshfvnds thi5 yeorend 241 2411 5.552 12326 12J26 6,334 36A45 36A45 12.32 CCXX Rl accounts ISSI 09102r2022 Section B Statement of assets and liabilities at the end of the period Unrestrirted fvnd5 Restrirted fvnds Endowment fvnds to n￿restE (ategories Details Bl Cash funds Bankacctyjnt Totslcoshfvnd5 Unre5trirted nds Restricted fund5 Endowment lunds Detaits r￿rert£ B2 Ot￿r monetary assèts dto asset lopbarwl CullentVa￿t nJl Oeiails Ba In¥estment assets Rathbones Investmty)I P￿t￿l0 Unrestr￿ed 1.6F4617 Z.328A Oetait5 bek) costlo￿ltsr￿j B4 Assets retalned for the charws own use Lake Bank Freel￿ Land Unrestr￿ed 141.403 Jettv Unresti￿e￿ IS45 Waltiry Rty)m Unre5tiicted 928 Dinghy Je UnreStr￿e s￿7$ 823 BaTge Unre5tmed 4,530 Unre5tmed 33W2 Blea ￿rO*S ILa)dl Llnrestricted 41.292 4L292 bed oFConiston Water FundtOwh*h Amourttdue VthEn due Jna 85 Liabilitles 2022 Moorifig deposits Unre5v*ed 2022 I8BC deposits Unrestrirted Bank ￿[fL c*¢ 2021 Inb unre5triLtEd UnresirKted Si8ned by onew iwo twsiees behaff of all rhe tiustees Signature Print Name Date o* approval RICHARD 8LACXBURN CCXX R2 ac£ounts Issi 0910212022