## **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** - 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)** 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