2024-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2023 Period start date To Period end date

31/03/2024

Charity name: Rob Stephenson Trust

Charity registration number:1166500

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance young people's lives through sport and leisure set out in the charity commission guidelines
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Under the power and duties of trustees, we have donated sports equipment and training to many places in the world
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees have had regard to the guidance issued by the Charity Commission

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference As deemed suitable by the Trustees Para 1.38 Policy on grant making As deemed suitable by the Trustees Para 1.38 Policy on social investment including program related investment Policy of no financial remuneration Para 1.38 Contribution made by volunteers Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	Provision of sports equipment to community projects in South Africa and Uganda to provide the children with much-needed apparatus. Provision for an individual to attend a Masters management course in Agriculture. For them to empower young women in the industry and further their career. Further support of Christmas boxes with tennis balls for children across South Africa in support of a church collection. All these donations made possible by the contribution from a bike ride in Cambridge. Together with fund raising events run by Angela Sigsworth, Newcastle Agrics, and Driffield Rugby Club.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	£129,988
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves held to meet requests for assistance
Amount of reserves held	Para 1.22	Current Account £129,988
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Nil

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising)	Para 1.47	Fundraising activities
Investment policy and objectives including any social investment policy adopted	Para 1.46	All money held in current account for access as required
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:		Family three-person Board
Type of governing document (trust deed, royal charter)	Para 1.25	As per Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO – Charitable Incorporated Association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Approval by existing trustees majority vote

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Rob Stephenson Trust
Other name the charity uses
Registered charity number	1166500
Charity’s principal address	Swainsea House 74 Middleton Road Pickering YO18 8NH

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Patrick Stephenson
	Nicola Stephenson
	Sam Stephenson

– Corporate trustees names of the directors at the date the report was approved Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Patrick Stephenson Position (eg Secretary, Trustee Chair, etc) Date 16/12/2024

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the Irusteesl members of IloQ £fEPH efvl So KJ MUS1 On accounts for the year ended Charfty no (If any) 8 I MR(LCH TU2Ltr Set out on pages I report to the trustees on my examination of the accou chartty ('the Trust.) for the year endg of the atyjve .¥L) LLtr Responsibilities and As the charity trustees of the Trust, you are responsible for Ihe preparation basis of report of the accounts in accordanGe with the requirements of the Charities Act 2011 {Ihe Acr). I repcKt in respect of my examinatb)n of the Trust's accounts carri8J out under secti(M 145 of the 2011 Act aNI in carrying out my examination, I have followed the appI￿able Directions given by the Charity Commission under section 14515llb) of the Act. I have C(mplet￿ my examinati(￿. I confimi that no material matters have come lo my attention in connection with the examinat￿￿ which grves me cause to believe thal in. any malerk?I respect: accounting rec(￿ were not kept in accordance with sectK)n 130 of the Act or the &ccyJnts do not ￿c(￿d with the ￿COunting records Independent examlnerfs statement I have rK) co￿emS and have come across no other matters in connection with the examination to which attention $￿ild be drawn in order to enable a oper understanding of the accounts to reached. . Please delete the wLYds in Ihe brackets rfthey do nof apply. Slgned: Date: Name: M￿cHir Relevant professional qualificationls) or body (if any): Address: ow-f L) fyl HIIIR Section B Disclosure Only complete 41 the examiner needs to h￿hlIght matters of concern (see CC32, Independent examinalion of charity accounts: directions and guidance for examiners}. IER October 2018

F(* ÉNGW40 ANO WA Qo6 £fjePHEdSJ￿) Recel and IILt ments accounts CC16a To Sectioii A Recpipts and payments A1 ft•c•l AR) ,OT3- 791. ts)t•i Total nulpts CCXXR1 ISS)

Section B Statement of assets and liabilities at the end of the period Unr•¥trictsd RMtrlct•d Endowm•rtt B1 Ca•h fi# CLI¥qS 8I¥Nt . fu fimdB fvnd• D•tr518 fvte . ¥4>z B5 U*￿1111