**Trustees’ Annual Report for the period from 1 December 2023 to 30 November 2024** **Charity name: Old Stoic Benevolent Trust** **Charity registration number: 1180214** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The Old Stoic Benevolent Trust exists for the
prevention and relief of poverty and financial
hardship of the following:
1. Former pupils of Stowe School
2. Former permanent members of staff of
Stowe School
3. Immediate dependents of persons described
in 1 and 2 above| |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|The Trust provides modest grants, advice and
support to relieve poverty and hardship. We
respond to individual situations and provide
personalised help as appropriate.| |Statement confirming whether
the trustees have had regard to
the guidance issued by the
Charity Commission on public
benefit|Para 1.18|Yes| ## **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|The Charity was established in 2018 and has
been setting up its services and communicating
its availability.
During the year, we continued to send out
regular offers of support via social media and
through Stowe School’s email and printed
communications.
In the year to November 2024, we have again
helped a number of Old Stoics with grants
and/or practical support, in line with our objects
of addressing individual cases of need and
poverty. In fact we have given out more than
twice as much in financial grants.| ## **Financial Review** |Review of the charity’s financial
position at the end of the
period|Para 1.21|During the financial year the charity separated
its banking from Stowe School and the balances
were moved to a charity account at NatWest.
At 30.11.2024 the Charity had a positive balance
of £13,643 at NatWest.
As mentioned above, grants totalling £4025
were awarded during this financial period,
double the previous year.
There were no Trustee expenses and no admin
expenses. Significant amounts of volunteer
time and home office facilities were used at no
cost.
We acknowledge gratefully the active support of
Stowe School, the Old Stoic Society and their
staff.| |---|---|---| |Statement explaining the policy
for holding reserves stating why
they are held|Para 1.22|We do not hold formal reserves. Funds at year
end consist of remaining balances, held in order
to provide for future requests for support.
Following the pandemic we have seen more
requests for our support, and we anticipate a
growingneed for our help.| |Amount of reserves held|Para 1.22|Year-end balance £13,643.| |Reasons for holding zero
reserves|Para 1.22|-| |Details of fund materially in
deficit|Para 1.24|-| |Explanation of any
uncertainties about the charity
continuingas agoingconcern|Para 1.23|-| **Structure, Governance and Management** |Description of charity’s trusts:||| |---|---|---| |Type of governing document|Para 1.25|Foundation Model constitution for a CIO| |How is the charity constituted?|Para 1.25|CIO| |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|Trustees are appointed for three-year terms and
there is a minimum number of three Trustees.
Trustees would normally be former pupils of
Stowe School, as are the present Trustees.| ## **Reference and Administrative details** |Charity name|Old Stoic Benevolent Trust| |---|---| |Other name the charityuses|-| |Registered charitynumber|1180214| |Charity’s principal address|Old Stoic Office
Stowe School
Buckingham
MK18 5EH| **Names of the charity trustees who manage the charity** |1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for whole year**|**Name of person (or body) entitled to**
**appoint trustee(if any)**| |---|---|---|---|---| ||S L Shneerson|Chair||| ||J C W Hall||Until 15.10.24|| ||H Kimbell|||| ||P Burgess||From 15.10.24|| ||T Rendall||From 15.10.24|| Corporate trustees – names of the directors at the date the report was approved **Director name NONE** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for wholeyear**|| |---|---|---| |**NONE**||| |||| ## **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|-| ## **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)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**||| |---|---|---| ||Simon SHNEERSON|| ||

Chair|| ||11 September 2025|| ||11 September 2025|| **Charity Name No (if any) Old Stoic Benevolent Trust 1180214 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from 01-Dec-23 30-Nov-24** |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**241**
**-**
**-**
**-**
**-**
**-**
**-**
**241**
**-**
**-**
**-**
**241**
**4,025**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**4,025**
**-**
**-**
**-**
**4,025**
**- 3,784**
**-**
**17,427**
**13,643**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**-**
**241**
**-**
**-**
**-**
**-**
**-**
**-**
**241**
**-**
**-**
**-**
**241**
**4,025**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**4,025**
**-**
**-**
**-**
**4,025**
**- 3,784**||**Last year**
**to the nearest £**| |Old Stoic Society- annual donation|**-**|||||**-**| |Bank interest|**241**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**241**|||||**-**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||**-**| |||||||| |Grants|**4,025**|||||**-**| |Expenses|**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**4,025**|||||**-**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_ **
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| |||||||**-**| |||||||| ||**- 3,784**|**-**|**-**|**- 3,784**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**17,427**|**-**|**-**|**17,427**||**-**| ||**13,643**|**-**|**-**|**13,643**||**-**| CCXX R1 accounts (SS) 11/09/2025 1 |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
None
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
None
Deposit account
Current account
**Details**
**Details**
None
**Details**
None
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**13,638**
**-**
**5**
**-**
**-**
**-**
**13,643**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Simon Shneerson|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Simon Shneerson|10/09/2025| ||||| CCXX R2 accounts (SS) 11/09/2025 2