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2025-11-30-accounts

Trustees’ Annual Report for the period from 1 December 2024 to 30 November 2025

Charity name: Old Stoic Benevolent Trust Charity registration number: 1180214

Objectives and Activities

Objectves and Actvites
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
preventon and relief of poverty and fnancial
hardship of the following:
1.
Former pupils of Stowe School
2.
Former permanent members of staf of
Stowe School
3.
Immediate dependents of persons described
in 1 and 2 above
Summary of the main actvites
in relaton to those purposes
for the public beneft, in
partcular, the actvites,
projects or services identfed 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 situatons and provide
personalised help as appropriate.
Statement confrming whether
the trustees have had regard to
the guidance issued by the
Charity Commission on public
beneft		 Para 1.18 Yes

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identfying the diference the
charity’s work has made to the
circumstances of its
benefciaries and any wider
benefts to society as a whole.		 Para 1.20 The Charity was established in 2018 and is actve
in communicatng its existence to the Old Stoic
and former staf community.
During the year, we contnued to send out
regular ofers of support via social media and
through Stowe School’s email and printed
communicatons.
In the year to November 2025, we have again
helped a number of Old Stoics with grants
and/or practcal support, in line with our objects
of addressing individual cases of need and
poverty. One client was given an interest-free
loan rather than a grant, to be repaid when their
fnancial circumstances have improved.

Financial Review

Review of the charity’s fnancial
positon at the end of the
period		 Para 1.21 At 30.11.2025 the Charity had a positve balance
of £11,788 at NatWest.
As mentoned above, grants and a loan totalling
£2000 were awarded during this fnancial
period.
The Charity incurred no Trustee expenses and no
admin expenses. Signifcant amounts of
volunteer tme and home ofce facilites were
used at no cost.
We acknowledge gratefully the actve support of
Stowe School, the Old Stoic Society and their
staf.
Statement explaining the policy
for holding reserves statng why
theyare held		 Para 1.22 We do not hold formal reserves. Funds at year
end consist of remaining balances, held in order
toprovide for future requests for support.
Amount of reserves held Para 1.22 Year-end balance £11,788.
Reasons for holding zero
reserves		 Para 1.22 -
Details of fund materially in
defcit		 Para 1.24 -
Explanaton of any
uncertaintes about the charity
contnuingas agoingconcern		 Para 1.23 -

Structure, Governance and Management

Descripton of charity’s trusts:
Type of governing document Para 1.25 Foundaton Model consttuton for a CIO
How is the charity consttuted? Para 1.25 CIO
Trustee selecton methods
including details of any
consttutonal provisions e.g.
electon to post or name of any
person or body enttled 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

Charityname Old Stoic Benevolent Trust
Other name the charityuses -
Registered charitynumber 1180214
Charity’s principal address Old Stoic Ofce
Stowe School
Buckingham
MK18 5EH

Names of the charity trustees who manage the charity

1
3
4
5		 Trustee name Trustee name Ofce (if any) Ofce (if any) Dates acted if not for whole year Dates acted if not for whole year Name of person (or body) enttled to
appoint trustee(if any)
S L Shneerson Chair
H Kimbell
P Burgess
T Rendall
Corporate trustees – names of the directors at the date the report was approved
Director name
NONE
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

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) Simon SHNEERSON

Position (eg Secretary, Chair Chair, etc)

Date 25 June 2026

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-24 30-Nov-25

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
-
144
-
-
-
-
-
-
144
-
-
-
144
1,000
1,000
-
-
-
-
-
-
-
2,000
-
-
-
2,000
- 1,856
-
13,644
11,788		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £		 Total funds
to the nearest £
-
144
-
-
-
-
-
-
144
-
-
-
144
1,000
1,000
-
-
-
-
-
-
-
2,000
-
-
-
2,000
- 1,856		 Total funds
to the nearest £
-
144
-
-
-
-
-
-
144
-
-
-
144
1,000
1,000
-
-
-
-
-
-
-
2,000
-
-
-
2,000
- 1,856		 Last year
to the nearest £
Old Stoic Society- annual donation - -
-
-
-
-
-
-
-		 - -
Bank interest 144 144 -
- - -
- - -
- - -
- - -
- - -
- - -
Sub total(Gross income for
AR)		 144 144 -
A2 Asset and investment sales,
(see table).
- -
-
-		 -
- - -
Sub total - - -
Total receipts
A3 Payments
- 144 -
Grants 1,000 -
-
-
-
-
-
-
-
-
-		 1,000 -
Loan 1,000 1,000 -
Expenses - - -
- - -
- - -
- - -
- - -
- - -
- - -
**Sub total ** 2,000 2,000 -
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
- 2,000 -
- 1,856 - - - 1,856 -
- - -
-		 - -
13,644 - 13,644 -
11,788 - - 11,788 -

CCXX R1 accounts (SS)

09/07/2026

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
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
None
Details
Details
None
Deposit account
Current account
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Value of loan, if and when repaid
Details
None		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
11,783
-
5
-
-
-
11,788
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
1,000
-
-
-
-
-
-
-
-
-
-
-
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 25/06/2026

CCXX R2 accounts (SS)

09/07/2026

2