## **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
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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