
## **Trustees’ Annual Report for the period** 

## **From 01/04/2024                  Period start date   To Period end date** 

## **31/03/2025** 

## **Charity name: Rob Stephenson Trust** 

## **Charity registration number:1166500** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To advance young people's lives through<br>sport and leisure set out in the charity<br>commission guidelines|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|Under the power and duties of trustees, we<br>have donated sports equipment and training<br>to many places in the world|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees have had regard to the<br>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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**Provision of sports equipment to**<br>**community projects in South Africa,**<br>**Rwanda and Ukraine to provide the**<br>**children with much-needed apparatus.**<br>**Further support of Christmas boxes with**<br>**tennis balls for children across Eastern**<br>**Europe in support of a church collection.**<br>**All these donations made possible by the**<br>**contribution from a bike ride in**<br>**Newcastle. Together with fund raising**<br>**events run by Angela Sigsworth,**<br>**Newcastle Agrics, and Just Giving**|



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

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**£134,417**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**Reserves held to meet requests for**<br>**assistance**|
|Amount of reserves held|Para 1.22|**Current Account £134,417**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**Nil**|



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





## **Structure, Governance and Management** 

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



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction and<br>training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>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|Beech Lodge<br>66 Middleton Road<br>Pickering<br>YO18 8NH|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Patrick Stephenson||||
||Nicola Stephenson||||
||Sam Stephenson||||
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– 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** 27/11/2025 

