## **Oxford Triratna Annual Return 2025-26** 


_c/o Peace House, 19 Paradise Street, Oxford, OX1 1LD_ 



Oxford Triratna – Annual Return 2025-26 


## **Aims and Purposes** 

Oxford Triratna (OT, ‘our’, ‘we’, the Charity) is a charitable incorporated organisation responsible for the advancement of the Buddhist religion. This means communicating and practising the ideal of Human Enlightenment, exemplified by Siddhartha Gotama, the Buddha. It means communicating and practising the Dharma, the Buddha’s teaching, and creating a community, or sangha, of individuals committed to the Buddhist life. It does so in collaboration with other groups and centres within the Triratna Buddhist Community. The Buddha, Dharma, and Sangha are known collectively as the Three Jewels, and they are the totality of the Buddhist religion. 

OT’s particularly responsibilities concern the English county of Oxfordshire, and specifically the city of Oxford. OT’s activities are not restricted to this area. 

## **Objectives and Activities** 

OT is committed to enabling as many people as possible to become a part of its sangha,. OT maintains an overview of all activities taking place through public classes and invitation-only study groups and events. These activities support the practice of Buddhism as a way of life, enabling individuals to make a voluntary commitment to the Buddhist life to the extent that they wish. Central to this is support of the practice of Buddhist ethics, meditation, and wisdom. 

When planning activities for the year, OT have considered the Charity Commission’s (CC) guidance on public benefit and, in particular, the specific guidance on charities for the advancement of religion. We seek to enable ordinary people to discover Buddhism, practise it, and realise its teachings as part of our community through: 

- Ethics, Meditation, and Devotional practice; 

- Learning about the Dharma; 

- Connecting with the ideal of the Buddha and learning what it means to adopt this as an ideal for themselves. 

- Provision of pastoral care for people living as part of the community. 

- Missionary and outreach work 

To enable this, we usually rent a room on a sessional basis, broadcasting our public events to our closed Facebook Group. We also conduct discussion groups over Zoom. 

## **Achievements and Performance** 

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Oxford Triratna – Annual Return 2025-26 

## **Sangha Nights** 

We have continued to benefit from meeting in the Hodgkin Room at Peace House. On average during this period our Sangha nights have been attended by an average of 21.4 people, falling from 22.8 the previous year. We continue to live-stream our Sangha Nights to our closed Facebook group. 

During this period we concluded our year on the theme of Energy, including series on the five tantric precepts; how to use energy in the world; energy within the Triratna system of Dharma Life; a return to Botley Park for ReWild your Mind; energy within ritual; and then a series on the four Tantric Rite. 

We then began a year on the theme of Meditation, with series on ‘why meditate?’, and ‘what meditation is not’. 

We were very grateful to be joined by our president Paramartha, whom Prajnaketu interviewed at Sangha Night in early April. 

The team of keyholders continues to include Alex, Chris, Flora, and Pippa. They led the practical arrangements for Sangha Night: convening a team, organising the setting up and dismantling of our shrine room, overseeing refreshments, and collecting donations. They have made the practical side of running Sangha Nights considerably easier. 

We have involved mitras in a consultation process around the Sangha Night themes for the autumn of 2025 and the first half of 2026 - this has helped to keep our Sangha Night offerings relevant and interesting to our audience. 

And a team of mitras have continued to lead meditations in the first half of our Sangha Nights, and increasingly take a lead in the second half and hosting including Pippa, Alex, Tanya, Danni, and Anne. 

This has been greatly appreciated by everyone, bringing a wider pool of voices and approaches into our meditation teaching. 

## **Introductory Events** 

Our Sangha Nights continue to be our main introductory offering, to which we point interested people from our website and meetup.com, our primary publicity platforms. 

‘Rewild your Mind’, a series of evenings held in Botley Park, was publicised to newcomers as an introduction to meditation and attracted an average of 16 people to each session. This year it was mainly run by mitras, Pippa, Flora, Alex, Anne, and Danni. 

## **Other Public Events** 

Alex has continued to run the Sub30s. This is a supportive context for younger people to encounter Buddhism and our community. Alex also joined Prajnaketu on a Trackless weekend, an initiative combining meditation and ritual with hiking and camping in Snowdonia. 

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Oxford Triratna – Annual Return 2025-26 


## **Day and Weekend Retreats** 

We ran two residential retreats during this year. The first, in June, (23 bookings, up from 20 the previous year) on the theme of the Tantric Stupa, was also supported by Paramartha, Vilasamuni, Maitriyogini, and Dayadarsini. The second, in December (18 bookings up from 15 the previous year), on the Symbolism of the Vajra was supported by Vilasamuni and Dayadarsini. Both were hosted at Adhisthana in Herefordshire. 

In addition to this, Prajnaketu and Tim attended a week-long combined Sanghas event at Adhisthana to celebrate Sangharakshita’s centenary year in August. 

We also ran 

- A women’s day in April with Dayadarsini and Vidyamala 

- A retreat day for Buddha Day in May 

- An order/mitra day with Paramartha 

- A women’s day in November with Maitriyogini 

- A women’s day in January with Dayadarsini 

- A retreat day for Parinirvana in February 

We ran our Dharma Day, Padmasambhava Day, and Sangha Day as parts of Sangha Night. We received requests for more retreat days for festivals, and on reflection decided to build more into the latter part of this period and into the planning for 2026. 

Some men joined Sthiradeva at Padmaloka for great gatherings, and a week-long introduction to meditation retreat during this period. 

## **Mitra Study** 

In OT we believe the Buddhist life is one of commitment to the Buddha, Dharma, and Sangha. The classes we offer to the public are offered as an invitation, so that anyone can come and see for themselves whether, and how, they make such a commitment. In the TBC, adopted too in the OT, there are two major acts of commitment. These are becoming a Mitra and Ordination. 

Mitra means ‘friend’, even spiritual friend, and is connected with a word meaning love. In the TBC becoming a Mitra has three elements. First, it means to consciously adopt the Buddha, Dharma, and Sangha as the values by which to live. Second, it means to put those principles into practice by adopting five ethical precepts: loving-kindness; generosity; simplicity/stillness/contentment; truthful communication; and a clear, bright, awareness. Finally, becoming a Mitra entails making a commitment to the TBC as the primary sangha in which to live out the Buddhist life. 

At the beginning of the year the Charity had 17 active mitras. During this period five people became mitras (including two men - the first since 2018) and two more joined bringing the total of active mitras to 24 (18 women, 6 men). 

In November 2024 Sthiradeva became our men’s mitra convenor and has made an enormous difference to men committing to the Dharma in our community. 

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Oxford Triratna – Annual Return 2025-26 

In November we ran a morning offering people a chance to find out about and ask questions about our pathways, and in particular about what’s involved in becoming a mitra. Twelve people attended, some mitras, some interested in becoming one. 

An aspect of the training offered by OT is Mitra Study. This is led by an Order Member and occurs in single sex groups of, usually, not more than eight people. An online women’s mitra study group has been running since November 2024, led by Dayadarsini and Maitriyogini, and includes 6 women mitras. 

Sthiradeva began a weekly study group for eight men, mostly online with monthly in-person meetings. By April 2026 two had become mitras, and another three had asked to become mitras. This represents a tremendous success for the men’s Sangha. 

We also continued the mixed monthly study mornings, exploring classic lectures by Sangharakshita. These have been attended by a total of 9 people at various times. 

Early in 2025 Prajnaketu and Vajrasakhi began a series of monthly groups supporting our mitras to become Dharma teachers. We continued this series and completed five sessions in total, looking at how to tell good stories; how to promote retreats and speak about dana (generosity); public speaking in general; how to respond to questions; and how to talk about Sangharakshita. 9 mitras received the training. 

Sthiradeva continues to meet with the ‘Silver Sangha’: two men Mitras, and a non-Mitra friend. The Charity welcomes such developments as it values the commitment and intimacy of smaller group environments to facilitate a deeper appreciation of the Buddha, Dharma, and Sangha. 

## **Ordination** 

Those who wish to take their commitment to the TBC and Buddhism deeper can ask for ordination. The individual will then embark on a series of retreats that trains them for the purpose of joining the Triratna Buddhist Order (TBO). As of April 2025 there are 11 women and 3 men actively training for ordination. Some of the women meet in two separate groups, one composed of 4 mitras based in Oxford; and an online one involving women from outside Oxford. 

From May 2025, Vajrasakhi and Prajnaketu have run monthly study mornings for these mitras, exploring lectures pertinent to ordination training by Sangharakshita. 

## **Team, trustees and structures** 

The organisational structure of OT is as follows: 

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## Oxford Triratna – Annual Return 2025-26 


Whose members are: 

## **Trustees** 

- Prajnaketu (Chair and safeguarding officer) 

- Padmakumara (Treasurer) 

## **Executive (subset of trustees)** 

- Prajnaketu 

- Padmakumara ● Sthiradeva 

**Three Jewels (all the Order members in Oxford)** 

   - Prajnaketu 

   - Vajrasakhi ● Sthiradeva 

   - Padmakumara 

- Sthiradeva (Secretary and safeguarding trustee) 

- Vilasamuni 

- Sangharuchi 

- Maitriyogini 

And Paramartha continues to be our President. 

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Oxford Triratna – Annual Return 2025-26 


## **Pastoral Care and Safeguarding** 

The Charity only runs classes for adults, and OT recognises that some of them have vulnerabilities. We are careful to do whatever we can so that everyone joining these classes feels welcomed and is safe from harm. When Sthiradeva joined the Board, he took on the responsibility as Safeguarding Trustee. On an executive level, Prajnaketu operates as Safeguarding Officer. Both deal with any issues and reported to the Board regularly on safeguarding matters. 

There were no incidents to report to the Charity Commission. 

The Charity encourages Mitras and friends to support the running of our classes. For in-person activities, this can involve them meeting the public as they arrive. Sometimes this means having contact with the public without a member of OT present. Unlike in previous years, no training sessions were held on safeguarding matters, however, Triratna’s overall Safeguarding Team produced guidance on good practice for online meetings software such as Zoom, as well as for in-person meetings. This guidance was followed by the Charity and included, for instance, not creating break-out groups of pairs, as this could not be monitored. 

Pastoral care largely occurs in one-to-one meetings and as part of the broader approach of friendship known as _Kalyana Mitrata_ . These one-to-one meetings are key to supporting people in their deepening of their Buddhist practice. 

## **Triratna Buddhist Community** 

OT is an independent charity in relationship with other independent charities in the Triratna Buddhist Community. Participants in our activities are in contact with participants of other Triratna charities, through attending retreats together and visiting urban centres. We also benefit from central Triratna institutions such as thebuddhistcentre.com and Windhorse Publications, whose opportunities we share with OT’s participants. 

## **Interfaith and Educational Activity** 

While we’re not in the position to host educational or interfaith activities, we nonetheless aspire to participate in them. 

For example, Jane and Anne participated in the ‘Life of a Chickpea’ project run by the Oxford Dialogue Society. Jane has also visited several other schools to talk about Buddhism with the children. 

## **Supporting Prajnaketu** 

In February 2022 OT began to financially support Prajnaketu for the equivalent of one day per week, to oversee the administrative aspects of running OT’s activities. This has increased in 2026 to two days per week. His work has involved resourcing management team meetings, planning themes for our events, liaising with venues, producing publicity, and responding to communications on behalf of the Charity. 

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Oxford Triratna – Annual Return 2025-26 


## **Financial Review** 

Oxford Triratna’s 2026 accounting year runs from 6th April 2025 to 5th April 2026. Oxford Triratna has no fund restrictions placed on its income and expenditure. Unrestricted income for the year was £24,252 (2025 - £23,029) and expenditure £21,688 (2025 - £13,359). This resulted in a surplus of £2,564 (2025 - £9,670), a very positive outcome considering the absence of historical Gift Aid claims that benefitted 2025. In addition in 2026, Prajnaketu was employed for two full days’ per week rather than one, and had backdated pay imbursed for errors made in payroll. 

Total receipts on unrestricted funds were £24,252. OT has a policy of not charging a fee for most of its activities. Sangha Nights, Day Retreats, Mitra Study, and Introductory Courses all operated on this basis. This is in keeping with the traditional practice of offering the Dharma freely. At £7,466 (2025 - £6,494) donations from these activities showed a significant increase (15%). Regular Giving increased significantly to £8,658 (2025 - £5,818), or almost 50%. It reflects conscious and concerted effort to encourage regular attendees to classes to give in this form, which tends to be a more reliable source of income. Weekend Retreat income increased in 2025 to £3,733 (2025 - £3,520), a welcome increase as all costs of attending Order Members are now covered by the charity. The practice, initiated in 2025, of regular and frequent requests for donations, establishing an unattended card reader to receive them, and encouraging the sangha as a whole to participate in the ‘dana economy’ by making ‘the ask’ continued to bear fruit. Two further income sources for 2026 were Gift Aid of £3,123 and Interest on the deposit accounts of £1,107. 

In 2026, total expenditure on unrestricted funds was £21,688 (2025 - £13,359) and very much as projected (£21,110). Salary and Pension costs were £10,639, as expected and reflecting the doubling of Prajnaketu’s part time working to two days’ per week. Rent of £2,900 was on a par with 2025’s £2,560. Weekend Retreat expenditure, at £4,370, increased from 2025’s £2,575. The level of activity was the same but this increase reflects the application of deposits paid in 2025 to 2026 activities and no deposits for 2027 being incurred in 2026. 

Oxford Triratna continues to hold two deposit accounts with United Trust Bank. It currently holds £19,108 that bore interest of £1,107 in the year. On current account and deposit balances brought forward from the beginning of the year, the unrestricted reserves carried forward at the 5[th] April on unrestricted funds was £32,820. This represents 16 months of the draft budgeted expenditure for 2026. 

## **Reserves Policy** 

It is OT policy to maintain a balance on unrestricted funds which equates to three to six months of expected unrestricted payments, equivalent of draft. The balance of £32,820 held on unrestricted funds easily matches this and means the charity can look to invest further in its future development, respond effectively to surprises, and continue to take advantage of the relatively high interest rate environment. 

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Oxford Triratna – Annual Return 2025-26 

It is our policy not to invest in stock market funds at the current time. Investments are made according to the charity’s ethical investment policy as cashflow permits. Oxford Buddhist Centre currently holds two such deposit accounts with United Trust Bank. 

## **Volunteers** 

We would like to thank all the volunteers who worked so hard to make our sangha the committed and vibrant community it is, especially those who have supported our in-person teams and made it possible for us to extend our activities beyond Sangha Nights. We estimate that approximately 20 people have volunteered for OT during this period. 

## **Visioning** 

In October we ran two visioning meetings (one with GfR mitras, and one for everyone) in which we explored the future of the Sangha and how we wish it to develop. There was an overwhelming consensus for moving towards acquiring our own property as part of a vibrant and growing community. 

## **Administration** 

In the summer of 2025, Prajnaketu (with help from Padmakumara and Vilasamuni) migrated our online infrastructure from gmail to Google Workspace, and from Mailchimp to Email Octopus. These new systems offer considerable cost and flexibility advantages - most notably that it enables documents to be shared more easily and permissions delegated. It was a big bit of work and seems to have gone without a hitch. 

## **Structure, Governance and Management** 

We were delighted to welcome Maitriyogini (Caroline Ivimey-Parr) to the board of Trustees at an ordinary meeting of the Charity in November 2025. Maitriyogini brings experience of the Sangha in Oxford, as well as the wider Triratna community, expertise around young people, and a window into the women’s study group that she runs with Dayadarsini. 

The method of appointment is set out in the OT Constitution. The Board of Trustees consists of Triratna Buddhist Order Members who are members of the Charity. All Order Members in the local area are encouraged to register as a member of the Charity and stand for election to the OT Board. 

The OT Board are responsible for making decisions on all matters of general concern and importance to the Charity, including deciding on how the funds of OT are spent. 

The full OT Board met on 4 occasions during the year. Given the wide responsibilities the OT Board has a committee that holds occasional business meetings. Three of the current Board attend this meeting. It covers matters of publicity and finance, programming of 

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## Oxford Triratna – Annual Return 2025-26 

events, inter-Triratna matters, safeguarding and pastoral care, Mitra and Ordination requests. 

Elected Members Timothy Holden (Prajñāketu) – Chair Robert Hubbard (Sthiradeva) – Secretary Guy Potter (Padmakumāra) – Treasurer Matthew New (Sangharuchi) Ben Linsey-Bloom (Vilāsamuni) Caroline Ivimey-Parr (Maitrīyoginī) 

Members Timothy Holden (Prajñāketu) Robert Hubbard (Sthiradeva) Guy Potter (Padmakumāra) Matthew New (Sangharuchi) Ben Linsey-Bloom (Vilāsamuni) Caroline Ivimey-Parr (Maitrīyoginī) OT had the following policies in place at the end of this period: 

- internal charity financial controls policy and procedures 

- safeguarding policy and procedures 

- financial reserves policy and procedures 

- complaint’s policy and procedures 

- serious incident reporting policy and procedures 

- internal risk management policy and procedures 

- trustee expenses policy and procedures 


9 



**Charity Name Registration Number Oxford Triratna (aka Oxford Buddhist Centre) 1183192 Receipts and payments accounts For the period 4/6/2025 To 4/5/2026 from Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £** 


## **Section A: Receipts and payments** 

## **A1 Receipts** 

|**A1 Receipts**||<br>**funds**<br>**to the nearest**<br>**£**||<br>**funds**<br>**to the nearest £**||<br>**funds**<br>**to the nearest £**||**Total funds**<br>**to the nearest £**||**Last year**<br>**to the nearest £**|
|---|---|---|---|---|---|---|---|---|---|---|
|<br>Bookshop||**-**<br>**24-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**24-**||**-**<br>**55-**|
|Classes & Events||**-**<br>**7,466-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**7,466-**||**-**<br>**6,494-**|
|Gift Aid||**-**<br>**3,123-**||||||**-**<br>**3,123-**||**-**<br>**5,417-**|
|Interest Income||**-**<br>**1,107-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**1,107-**||**-**<br>**--**|
|One-off Giving||**-**<br>**66-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**66-**||**-**<br>**322-**|
|Other Income||**-**<br>**75-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**75-**||**-**<br>**1,454-**|
|Regular Giving||**-**<br>**8,658-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**8,658-**||**-**<br>**5,818-**|
|Weekend Retreats||**-**<br>**3,733-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**3,733-**||**-**<br>**3,520-**|
|**_Sub total_**_(Gross income for_<br>_AR)_<br>**A2 Asset and investment sales,**<br>**_Sub total_**<br>**_Total receipts_**<br>**A3 Payments**||**-**<br>**24,252-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**24,252-**||**-**<br>**23,080-**|
|||**(see table).**|||||||||
|||**-**<br>**--**||**-**<br>**--**||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**--**|
|||**-**<br>**--**||**-**<br>**--**||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**--**|
|||**-**<br>**--**||**-**<br>**--**||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**--**|
||||||||||||
|||**-**<br>**24,252-**||**-**<br>**--**||**-**<br>**--**||**-**<br>**24,252-**||**-**<br>**23,080-**|
||||||||||||





|Advertising & Publicity||**538**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**538-**||**-**<br>**302-**|
|---|---|---|---|---|---|---|---|---|---|---|
|Bookshop||**(27)**||||||**-**<br>**27-**||**-**<br>**--**|
|Charitable Donations||**300**||||||**-**<br>**300-**||**-**<br>**1,721-**|
|Classes & Events||**430**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**430-**||**-**<br>**108-**|
|Equipment||**89**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**89-**||**-**<br>**121-**|
|Fundraising||**139**||||||**-**<br>**139-**||**-**<br>**398-**|
|Governance||**0**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**--**|
|Insurance||**246**||||||**-**<br>**246-**||**-**<br>**231-**|
|IT Software and Consumables||**485**||||||**-**<br>**485-**||**-**<br>**428-**|
|Operating Costs||**325**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**325-**||**-**<br>**436-**|
|Rent||**2,900**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**2,900-**||**-**<br>**2,560-**|
|Salaries & Pensions||**10,639**||||||**-**<br>**10,639-**||**-**<br>**4,427-**|
|Staff Training and Conferences||**1,254**||||||**-**<br>**1,254-**||**-**<br>**52-**|
|Weekend Retreats||**4,370**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**4,370-**||**-**<br>**2,575-**|
|**_Sub total_**<br>**A4 Asset and investment**<br>**Prepayments**<br>**_Sub total_**<br>**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**||**-**<br>**21,688-**||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**21,688-**||**-**<br>**13,359-**|
||||||||||||
|||**-**<br>**--**||**-**<br>**--**||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**--**|
|||**-**<br>**--**||**-**<br>**--**||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**--**|
|||**-**<br>**--**||**-**<br>**--**||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**--**|
||||||||||||
|||**-**<br>**21,688-**||**-**<br>**--**||**-**<br>**--**||**-**<br>**21,688-**||**-**<br>**13,359-**|
|||||||||**-**<br>**-  -**|||
|||**-**<br>**2,564-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**2,564-**||**-**<br>**9,721-**|
|||**-**<br>**--**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**--**|
|||**-**<br>**30,256-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**30,256-**||**-**<br>**20,586-**|
|||**-**<br>**32,820-**||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**32,820-**||**-**<br>**30,307-**|
||||||||||||





||||||||||
|---|---|---|---|---|---|---|---|---|
|**Section B Statement of assets and liabilities **||||**at the end of the period**|||||
|**Categories**<br>**B1 Cash funds**||**Details**||**Unrestricted**<br>**to nearest £**||**Restricted**<br>**Endowment**<br>**to nearest £**<br>**to nearest £**|||
|||Co-op Current Account||**13,741**||**-**<br>**-  -**||**-**<br>**-  -**|
|||United Trust Bank||**-**<br>**10,739-**||**-**<br>**-  -**||**-**<br>**-  -**|
|||United Trust Bank||**-**<br>**8,369-**||**-**<br>**-  -**||**-**<br>**-  -**|
|**B2 Other monetary assets**||**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**<br>**_Total Other monetary_**<br>**_funds_**||**-**<br>**32,849-**||**-**<br>**-  -**||**-**<br>**-  -**|
|||||||||OK|
|||||**Unrestricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**||**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**<br>**-**<br>**-  -**||**Endowment**<br>**funds**<br>**to nearest £**|
|||||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**|
|||||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**|
|||||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**|
|||||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**|
|||||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**|
|||||**-**<br>**-  -**||**-**<br>**-  -**||**-**<br>**-  -**|
||||||||||
|**B3 Investment assets**||||**Fund to which**||**Cost (otional)**||**Current value**|
|||**Details**||**asset belongs**||**p**<br>**-**<br>**-  -**<br>**-**<br>**-  -**||**(optional)**|
|||||||**-**<br>**-  -**||**-**<br>**-  -**|
|||||||**-**<br>**-  -**||**-**<br>**-  -**|
||||||||||
|||||||**-**<br>**-  -**||**-**<br>**-  -**|
|||||||**-**<br>**-  -**||**-**<br>**-  -**|
|||||||**-**<br>**-  -**||**-**<br>**-  -**|
||||||||||



||||**Details**||**Fund to which**<br>**asset belongs**|||**Cost (optional)**|||**Current value**<br>**(optional)**|
|---|---|---|---|---|---|---|---|---|---|---|---|
|**B3**|**Investment assets**||||||**-**|**-  -**||**-**|**-  -**|
||||||||**-**|**-  -**||**-**|**-  -**|
||||||||**-**|**-  -**||**-**|**-  -**|
||||||||**-**|**-  -**||**-**|**-  -**|
||||||||**-**|**-  -**||**-**|**-  -**|





|**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>Signed by one or two trustees on<br>behalf of all the trustees|**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>Signed by one or two trustees on<br>behalf of all the trustees|**Details**|**Fund to which**<br>**asset belongs**|**Cost (optional)**|**Current value**<br>**(optional)**|
|---|---|---|---|---|---|
|||||||
|||||**-**<br>**-  -**|**-**<br>**-  -**|
|||||**-**<br>**-  -**|**-**<br>**-  -**|
|||||**-**<br>**-  -**|**-**<br>**-  -**|
|||||**-**<br>**-  -**|**-**<br>**-  -**|
|||||**-**<br>**-  -**|**-**<br>**-  -**|
|||||**-**<br>**-  -**|**-**<br>**-  -**|
|||||**-**<br>**-  -**|**-**<br>**-  -**|
|||||**-**<br>**-  -**|**-**<br>**-  -**|
||||||**When due**<br>**(optional)**|
|||||||
|||||||
|||||||
|||||||
|||||||
|||||||
|||Signature|||Date of<br>approval|
|||||||
|||||||



