Trustees, Annual Report for the period Period start date Day Month oi oi Period end date Day Month 31 12 Year From Year 2023 2023 To 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 Coni5ton Water Registered charlty number (if any) 500355 Charity's principal address The Treasurer Charlotte Crisp 10 Collingwood Close, Coniston LA218DZ Cumbria Names of the charity trustees who manage the charity Trustee name Office lif any) Dates acted rf not for whole year Name of person lor body) entitled to appoint trustee lif anvl Richard Blackburn Chair Vera Grant Anthony Robinson Geoff Cooper Judith Myers Names of the trustees for the charity, If anyi (for example. any custodlan trustees) Name Dates acted if not for whole year
Names and addresses of advisers {Optional information) Type of adviser Name Address Bankers Barclays Bank PLC Leicester LE87 2BB Solicltors Temple Heelis D,R. Limited l Kent View, Kendal, Cumbria, LA9 4DZ Investment Advisers Rathbones Port of Liverpool Bldg, Pier Head, Liverpool Independent Examlner Saint & Co Chartered Accountants, The Old Police Station, Church Street, Ambleside, Cumbria LA22 OBT 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 How the charity is constituted l eg. Lrost, ,1SSULIBtiOr', Trust Trustee selettion methods In the event of the death or resignation of a Trustee, the remaining Trustees may appoint a new Trustee. According to the Deed, Trustee Numbers 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 To preserve the Trust's propety in perpetuity under local control for the purpose of affording to the public facilities for recreation. Summary of the maln activities undertaken for the publlc benefit in relation to these objerts (include within this settion the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) 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 achievements of the charity during the year Trustees own and manage property at Lake Bank, Blea Brows and Haws Bank, providing public access to the lake shore and spectacular views of Coniston Water. As owner5 of the bed of the lake, mooring license5 are issued to encourage quiet and peaceful recreation on Coniston Water. The Trust provided financial support to sixteen charities and voluntary bodies during 2023. A total of £36,869 was awarded with individual sums ranging from £100 to £10,500.
Section E Financial review Brief statement of the chariVs policy on reserves Rathbone5 act on behalf of the Trustees to invest funds available after 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 deflcit Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charitvs trustees Signaturels) Signature on file Full name(s) Richard Blackburn Position: Chair Date: th 19 August 2024
THE RAWDON-SMITH TRUST FOR THE BED OF CONISTON WATER (Charity Number 5003551 Receipts & Payments Accounts Year Ended 31 December 2023
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report R•F)Ort to the trusteosl mgmbers of The Rawdon-smith Trust for the Bed of Coniston Water On accounts for the y•ar onded 31 December 2023 Charity no {' any) 5Q0355 Set out on pages Responsiblllties and basis of report I report to the trustees on my examination of the accounts of the above charity ("the Trusf) for the year ended 31 December 2023 I report in respect of my examination of the Trusvs accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. As the charty trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 rthe Act.). Independent examiners statement I have completed my examination. I confirm that no matenal matters have come to my attention in connection with the examination which gives me cause to believe that in. any material respect.. accounting records were not kept in accordance with section 130 of the Act or . the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a propar understanding of the accourrts to be reaGhed. Signed: Date: ILIIIL Name". lan Thompson Relevant professional quallfication(s) or body {If any): ICAEW Address: Saint & Co., Chartered Accountants, The Old Police Station, Church Street, Ambleside, Cumbria, LA22 OBT
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charty accounts.. directions and guidance for examiners). Glve hero brief detalls of any itam8 that the examlner wlshes to dl8close. None identrfied.
CHARITY COMMISSION FOR ENGLAND AND WALES Th• R•wdon4miU> Trust For Thg 8gd of Conlston Wor S(K>355 Recei tsandpa ments accounts CC16a For the perlod from 01101r2023 To 3111212023 Section A Receipts and payments Unregtrl¢tod funds R•Btrt¢t•d funds Endowment funds Total lund$ Last year to th• nMY••t th• n•irn•t¢ to th• n•ar•rtÉ A1 R•c8i Moorln JBtties Lake Bank F1111¥ Woler Park M8rha Canal Grazln Lth)c• Bar Llcan Donallonb and Bonk Inhr•8t W8 toth• n•ar••t£ 70.A28 10,524 700 615 800 no 30 Sub total(Gross Inoom8 forARJ 83,284 A2 A#&t and Inve8tm•nt ••lM,1•g• tabl81. Monteg r8¢alwd on ol Ir4dln Ov nt Moorh 2023 D $h 2023 LIceo Dè Ill R8T E•tatai whldua 28,314 28 814 Sub total 28,384 28,384 111 838 A3Pa m•nts Grwrti SQrI¢0 & Honornrth• Admlnlulraiion 4nd Prinlln Èar 8 Mo¢dn M#lnt•n Lok• 8nk EK enoeB Profe88lc)al F68S Exwnlnern F Bltr Brow6 Ex Bank Expons•8 8wk Ch• 780 960 103 Sub total 106 177 A4 Auet and InvMtm•nt purchase8,181• tabl• McfflioA ald oftra MoniH& Ir8n8lrgd tc¢tMd 2022 Reral Rathbon•N InVment I4 370 Sub tstai 114297 Net of r•¢•lptW(paymentsJ AS Transfers botw*n lund8 A6 Cash funds last year •nd Cash funds thls y•ar ond 1,997 CCXX R4 gwounts ISSI
Section B Statement of assets and liabilities at the end of the period Categories Restrlct8d fvnds Endowment fundg to ttpare£ Detsils funth B1 Cash funds to noare8t£ rnarg8tÈ sc¢.513 Totalcash funds 50,513 5)} Endowmgnt funds to npare8t£ nds b) nèarq E funds to n•arn8t£ Detsi15 82 Other monetary assets 724 T5 Details FL41dto l¢h Cost loptlonall 1,768,278 Current vAIu• B3 Inveslment assets Unrestrbl 2,340.222 Details Fund to asEt bolon B4 Assets rotalnad for the charW8 OWII C05t loptlonall 141.403 Cuwrentvalue Dnal 141A03 24405 9,388 17$ D¥Wy Jelty 363
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33.802 at Bba 41.292 41,292 3.120 2.995 BedofC4)riknW*r Detsil Fuj to ¥thkh Amurt Whèn duo nal B5 Llabllitles Sign&J by ce cy b}tn6teeS C beaof all Styure Print Name Dale of roval 11 oz