## **SHAKESPEARE SOUTHAMPTON LEGACY TRUST** **Founder & Patron** Lord Montagu of Beaulieu **Trustees** Ralph Douglas-Scott-Montagu Laura Matthias Dorna Bewley Marilyn Wilton-Smith **Registered Charity #1184734** Palace House Beaulieu Brockenhurst SO42 7YL United Kingdom 01590 614705 sslt@beaulieu.co.uk ## **TRUSTEES’ ANNUAL REPORT** **Period start date:** 1 January 2024 **Period end date:** 31 December 2024 ## **OPENING STATEMENT** Established in 2017 by Lord Montagu of Beaulieu, the Shakespeare Southampton Legacy Trust (SSLT) advances education through the appreciation and study of the life and times of the Wriothesley Earls of Southampton (1505–1667), including their collateral descent, with particular reference to the advancement of Shakespearean knowledge as it relates to Henry Wriothesley, 3rd Earl of Southampton, William Shakespeare’s sole dedicatee in his lifetime. Its second purpose, for the public benefit, is the preservation, restoration, repair, maintenance, improvement, and beautification of the historic Grade I-listed building known as the Parish Church of St Peter, Titchfield, particularly, though not exclusively, the chapel, monuments, and subterranean sepulchre of the Wriothesley Earls of Southampton. As the senior hereditary descendants of the Earls of Southampton, the Barons Montagu of Beaulieu have sustained a commitment to preserving the Southampton Chapel and Monuments for over a century, a stewardship that now extends to the sepulchre of their ancestors. Championing high standards of heritage preservation, interpretation, management, and education, SSLT brings together professional conservators, researchers, institutions, and scientists dedicated to raising awareness of the cultural, social and economic value of caring for historic assets. The Board of Trustees is chaired by Ralph Douglas-Scott-Montagu, 4th Baron Montagu of Beaulieu, and consists of four Trustees. The Managing Trustee is Laura Matthias. Together, the Trustees’ work is grounded in a commitment to equality, diversity, and inclusion. SSLT Trustees’ Annual Report Page of 1 16 2024 ## **STRUCTURE, GOVERNANCE AND MANAGEMENT** The Shakespeare Southampton Legacy Trust was established by Deed of Trust dated 6 July 2018 (amended by Deed dated 29 June 2019) and entered on the UK Register of Charities on 2 August 2019 (No. 1184734). The charity is administered by its Trustees in accordance with the provisions of the Governing Trust Deed. Trustees are appointed for a three-year term, by resolution at a special meeting, with founding Trustees serving for life. SSLT’s founding trustees are Lord Montagu of Beaulieu, Laura Matthias, Dorna Bewley, and Lisa Wilson (associate). The Board meets at least twice annually to determine policy and oversee the charity’s work. Decisions are made by majority vote, subject to the quorum requirements set out in Clause 17. The Trustees collectively exercise full responsibility for the administration and financial management of the charity in accordance with the Charities Act 2011 (as amended) and the reporting obligations defined in Clause 24 of the Governing Deed. Day-to-day activities may be delegated under Clause 7 to committees or to the Managing Trustee within approved budgets. ## **OBJECTIVES AND ACTIVITIES** The _Objects_ of the Shakespeare Southampton Legacy Trust are exclusively charitable and operate for the public benefit worldwide from Palace House, Beaulieu, Hampshire, United Kingdom, according to the law of England and Wales. In setting up the Trust’s objectives and planning its activities, the Trustees have given due consideration to the Charity Commission’s guidance on public benefit, the advancement of education, and its supplementary preservation and conservation guidelines. SSLT achieves its charitable purposes particularly, but not exclusively, by: - raising funds; - carrying out research; - providing information; - raising awareness; - developing, supporting, and awarding research scholarships, maintenance allowances, and grants; - developing and sponsoring conservation and preservation initiatives; - promoting, producing, and supporting information media for internet, radio, television, and film; SSLT Trustees’ Annual Report Page of 2 16 2024 - establishing and maintaining an online repository of books, manuscripts, records of historic interest, pictures, photographs, and objects of antiquity; - sponsoring, hosting, and contributing to conferences, lectures, and commemorative events that bring together individual researchers and members of the public worldwide; and - engaging in academic discourse relating to the life and times of the Wriothesley Earls of Southampton (1505–1667) and William Shakespeare (1564–1616) without prejudice. ## **PUBLIC BENEFIT STATEMENT** The Trustees confirm that they have complied with the duty in Section 17 of the Charities Act 2011 (as amended) to have due regard to the Charity Commission’s guidance on public benefit (CC3, 2023). In 2024, the Shakespeare Southampton Legacy Trust continued to deliver clear public benefit through its three core charitable objectives of heritage preservation, education, and research. The Trust advanced its conservation programme through the Southampton Monument and Vault Initiative (SMVI), working closely with the SMVI Advisory Panel, the Titchfield Parochial Church Council, the Diocese of Portsmouth, the Diocesan Advisory Committee, and project architect Ptolemy Dean OBE, to ensure the long-term preservation of the Southampton Chapel, its monuments, and sepulchre at St Peter’s Church, Titchfield. Educational and research engagement was strengthened through public lectures, institutional collaborations, and representation at the Shakespearean Authorship Trust Conference in London, commemorating the 400th anniversary of Henry Wriothesley, 3rd Earl of Southampton (1573–1624). All activities were undertaken in line with the Trust’s founding purposes, promoting knowledge, access, and preservation of England’s literary and architectural heritage for the benefit of present and future generations. ## **ACHIEVEMENTS & PERFORMANCE** _As Managing Trustee of the Shakespeare Southampton Legacy Trust, I am pleased to summarise its achievements and performance for 2024._ ## **Heritage Preservation and Conservation** **The Southampton Monument & Vault Initiative (SMVI)** SSLT Trustees’ Annual Report Page of 3 16 2024 Building on a multi-generational tradition of stewardship, Lord Montagu of Beaulieu initiated a study in 2015 to assess the preservation needs of the Southampton Chapel and its monuments. By 2016, this work had evolved into SSLT’s flagship programme, the Southampton Monument and Vault Initiative: a long-term campaign of discovery, conservation, and commemoration dedicated to the care of the Grade I listed Southampton Chapel at St Peter’s Church, Titchfield. Concerns regarding water ingress and the structural stability of the Southampton Monument led to a formal investigation of the Wriothesley Sepulchre. In July 2018, a Stage One Faculty (Ref. 2018–020103) was submitted jointly by Lord Montagu and the Parochial Church Council (PCC). Supported by extensive historical, architectural, legal, and conservation research, the faculty authorised secure and permanent access to the Sepulchre for condition assessment, ongoing monitoring, and repair. This faculty remains active until June 2026. SMVI has attracted and sustained the involvement of several of the United Kingdom’s foremost heritage specialists, including Ptolemy Dean OBE, Ed Morton, Dr David Carrington, Tobit Curteis, and the late Dr Julian Litten FSA. Their combined expertise demonstrates the project’s national importance, delivering the first holistic conservation plan for the chapel and vault in more than four centuries and presenting a rare opportunity to achieve conservation-led renewal of lasting cultural and spiritual value. ## **2024: A Year of Review and Planning** In 2024, strategic planning for the next phases of SMVI paused briefly during leadership transitions across the Diocese of Portsmouth, including new appointments to the Archdeaconry, Chancellor’s office, and parish clergy. This interval allowed SSLT to consolidate prior research and, with advisors, respond to the broader conservation needs identified in Ptolemy Dean’s 2023 Feasibility Study. Guided by the Building Environmental Performance Assessment (BEPA), priority was given to remedial measures tackling moisture ingress, environmental instability, and earlier unsuitable repairs. These interventions will underpin future works across the chapel, monuments, and sepulchre. ## **Framing the Next Phases: Stage Two and Stage Three** Building on Stage One, a Stage Two Petition was proposed in 2024 to address the compromised condition of the Sepulchre and its contents. It introduces environmental controls to mitigate condensation and decay while advancing an ethically grounded programme of conservation and research consistent with the Church’s duty to safeguard the dignity of Christian burial. An additional Stage Three Petition (Ref. 2025–118053) extends this programme to the chapel fabric, monuments, and artefacts. It will encompass eight integrated schedules, from drainage redesign and utility replacement through organ removal and interior refurbishment to the SSLT Trustees’ Annual Report Page of 4 16 2024 conservation of nationally significant monuments and heraldic achievements. Together, these measures will safeguard irreplaceable heritage while enabling the chapel to resume its liturgical, commemorative, and community functions. By the close of 2024, the framework for both petitions was in development, with implementation scheduled for 2025/26, subject to faculty approval and fundraising. ## **Program Objectives** From the outset, the Southampton Monument and Vault Initiative was conceived as a phased programme with clear objectives: - to ensure the long-term stability of the Southampton Chapel floor and monuments - to investigate the condition of the Wriothesley Sepulchre and its contents - to ensure respectful treatment and care of the Wriothesley family remains - to record the Sepulchre and its contents as features of exceptional academic, historical and archaeological interest - to propose sensitive conservation interventions and monitoring once conditions were understood - to provide carefully considered information for educational purposes and wider public benefit To date, SSLT has gifted over **£245,000** toward SMVI’s conservation goals. ## **2024 Conservation Progress** Although 2024 was primarily a year of strategic review and planning, SSLT achieved significant advances in documentation, design and research coordination. ## **Architectural Development** Ptolemy Dean OBE, 19th Surveyor of the Fabric of Westminster Abbey and SMVI Project Architect, refined proposals for the Sepulchre and chapel interior. His 2023 Feasibility Study continues to guide the design approach, integrating structural conservation with commemorative and aesthetic goals. ## **Archaeological and Documentary Research** SSLT advanced the reconciliation of the Titchfield Burial Registers with physical evidence within the vault, enabling the accurate commemoration of those at rest. The proposed memorial sealing stone, to be set within the chapel floor, will record their names for posterity. ## **Monument Conservation** SSLT Trustees’ Annual Report Page of 5 16 2024 Dr David Carrington of Skillington Workshop Ltd completed his comprehensive report on the Wriothesley monuments, recommending a programme of sympathetic restoration. SSLT has pledged to underwrite these works in 2025–26, subject to faculty consent. Grant aided by the Church Buildings Council (CBC), SSLT commissioned an assessment of the three 19[th] C wall monuments currently concealed behind the organ, with the aim of securing their removal, conservation, and reinstatement to public view. ThinkSee3D produced high-resolution digital models to support this programme. By the close of 2024, SSLT had completed the majority of required conservation assessments and secured Diocesan Advisory Committee agreement in principle for the continuation of SMVI’s final restoration and commemoration phases. These will restore the Southampton Chapel and monuments, introduce sympathetic environmental controls, and establish a lasting record of those interred. Court approval of these petitions in 2025 will not only authorise urgent conservation but also strengthen eligibility for National Lottery Heritage Fund and private match-funding, potentially unlocking wider infrastructure upgrades such as underfloor heating, step-free access, and sensitive reordering. Enhanced interpretation will reconnect the chapel to Titchfield Abbey and its wider cultural constellation, including Beaulieu and Stratford-uponAvon. ## **Research and Education** In fulfilment of its educational and public-benefit objectives, 2024 saw the Shakespeare Southampton Legacy Trust broaden its engagement with academic, ecclesiastical and heritage institutions through conferences, museum partnerships and commemorative events marking the 400th anniversary of the death and interment of Henry Wriothesley, 3rd Earl of Southampton (1573–1624). ## **Academic Collaboration** Consultation continued with Professors Paul Hammer and James Doelman, members of the Southampton Online Research Repository (SORR) Editorial Board, whose guidance ensured the scholarly integrity of biographical and documentary materials prior to dissemination. Their expertise will also vet the forthcoming SMVI Monograph, which will unite architectural, archaeological and historical research arising from SMVI. ## **Public Engagement and Continuing Education — The Shakespearean Authorship Trust Conference** On 17 November 2024, SSLT participated in the Shakespearean Authorship Trust Conference at the Marylebone Theatre, London, commemorating the 400th anniversary of Henry Wriothesley’s death. The event provided a national platform to advance dialogue on the SSLT Trustees’ Annual Report Page of 6 16 2024 Wriothesley family’s cultural and literary legacy and their enduring association with Shakespeare. Lord Montagu delivered the opening address, situating SSLT’s conservation work within the broader historical context of the Wriothesley legacies and outlining the Trust’s mission to expand public access to documentary and archaeological records through the Southampton Online Research Repository. His remarks also linked the anniversary commemoration to SSLT’s continuing contribution to heritage stewardship and research excellence. Trustees Laura Matthias, Dorna Bewley, and Lisa Wilson presented _The Living Record of Your Memory,_ a keynote featuring new biographical and literary discoveries that advance both Shakespeare studies and the biography of Henry Wriothesley. The highly visual presentation brought together the finest known portraits, engravings, and dedications to Southampton, weaving them into a narrative that illuminated his role as Shakespeare’s sole dedicatee and one of the Elizabethan Age’s most significant patron of poets. The keynote offered a fresh perspective on the nature of literary patronage, re-examining long-held assumptions within Shakespearean scholarship with insight and balance. Performed by acclaimed actors Mark Rylance, Annabel Leventon, and Paul Ansdell, the presentation was received with distinction for its integration of scholarship, interpretation, and dramatic performance. ## **Heritage Dialogue — Treasure Houses of England Annual General Meeting** At the close of 2024, architectural advisor Ptolemy Dean was invited to deliver the keynote address at the forthcoming 2025 Treasure Houses of England Annual General Meeting. In selecting his topic, Ptolemy Dean chose to speak on the Southampton Monument and Vault Initiative, recognising it as a model of integrated conservation within a Grade I-listed setting. He identified SMVI as an exemplary case study for members of the Treasure Houses network, encouraging historic house owners and estate managers to look beyond the boundaries of their own properties and extend stewardship to vulnerable heritage sites in need of care. Ptolemy’s forthcoming address represents another significant opportunity to bring national attention to SSLT’s work and to advance wider dialogue on the shared responsibility of preserving sacred spaces for future generations. ## **Digital Access and Collections Management** Trustees Laura Matthias and Dorna Bewley oversaw continued curation of archival and interpretive resources for SORR, advancing preparations to migrate the repository to a professional collections-management platform in 2025/26, subject to funding. The upgrade will deliver museum-grade metadata, improved documentation standards and long-term public access to SSLT’s growing digital archive. SSLT Trustees’ Annual Report Page of 7 16 2024 Throughout 2024, SSLT continued to engage heritage and academic audiences through conferences, study visits and collaborative networks that strengthen interpretation and conservation education. Through these combined initiatives, SSLT reaffirmed its position as a research-led and educational charity, delivering tangible public benefit through scholarship, interpretation and the responsible dissemination of cultural-heritage knowledge. ## **ACHIEVEMENTS IN FUNDRAISING — £101,800** In 2024, SSLT experienced a significant increase in grant income, reflecting the growing recognition of the Trust’s conservation and heritage mission. The Caroline Montagu Weston Fund awarded two major conservation grants totalling **£86,213** : - **£33,000** in January 2024 toward the continuing preservation of the Wriothesley Southampton Sepulchre and monuments at St Peter’s, Titchfield. - A further **£53,213** in December 2024, administered through the Caroline Montagu Weston Fund of the San Antonio Area Foundation, to support the final conservation and commemoration phase of the Southampton Monument and Vault Initiative. The Church Buildings Council awarded SSLT **£900** for a monument conservation report grant and, together with the Pilgrim Trust and the Radcliffe Trust, approved an additional **£5,000** toward monument conservation works scheduled for drawdown in 2025/26. SSLT also recovered **£1,686** through the Listed Places of Worship Grant Scheme for VAT reimbursement. ## **FINANCIAL OVERVIEW** 2024 was defined by strong grant income, disciplined expenditure, and strengthened philanthropic partnerships. The combined support from the Caroline Montagu Weston Fund and its San Antonio Area Foundation counterpart represents the largest single-year contribution in SSLT’s history and provides a secure financial platform for the Trust’s conservation and educational aims. Looking ahead, SSLT is well positioned to leverage interest from aligned donors and pursue potential public and private match-funding partnerships to broaden future project scope, including interpretative development, infrastructure upgrades and improved public access. The Trust continues to operate in full compliance with the Charity Commission’s Guidance on Reserves (CC19) and SORP (FRS 102), upholding transparency, accountability and sound financial stewardship. SSLT Trustees’ Annual Report Page of 8 16 2024 **Lorna MacPhee** Chief Financial Officer (2024) **Abisola Badejo and Dean Daniels (IER)** Financial Officers – Reviewers of 2024 TAR ## **FINANCIAL SUMMARY AND ACCOUNTS** As the Managing Trustee, I am pleased to present SSLT’s financial results for 2024. The year saw substantial progress in both fundraising and conservation delivery under the Southampton Monument and Vault Initiative, supported by exceptional grant income and careful management of the Trust’s resources. ## **Income** Total receipts for 2024 were **£101,800** (2023: £31,330), reflecting a significant increase in restricted conservation and heritage grant funding. Principal benefactors and sources of income included: - Caroline Montagu Weston Fund – **£33,000** Conservation Grant (Jan 2024) - CMWF of the San Antonio Area Foundation – **£53,213** Conservation Grant (Dec 2024) - Church Buildings Council (ChurchCare) – **£900** Monument Conservation Report Grant - Listed Places of Worship Grant Scheme – **£1,686** VAT reimbursement - Credit/Reverse Charges – **£12,929** combined - Interest on CAF balances – **£72** Restricted income totalled **£99,912,** with **£1,888** unrestricted. ## **Payments** Total payments for the year were **£57,416** (2023: £59,513), comprising: - SMVI Administrative Fees – **£40,775** - SMVI Conservation Professional Fees – **£16,247** - Research, Education & Website Costs – **£142** - Banking Charges and Fees – **£147** - Trustee Travel Expenses – **£106** All expenditures directly supported the Trust’s charitable purposes in conservation, education and research. SSLT Trustees’ Annual Report Page of 9 16 2024 ## **Net Movement and Reserves** The year closed with a **net surplus of £44,384** , increasing total funds to **£75,890** (2023: £31,506). At year end, the Trust held **£8,366** in unrestricted funds and **£67,524** in restricted reserves held for conservation works under SMVI and related heritage initiatives. **The Charities Aid Foundation (CAF)** remains the Trust’s sole transacting banking partner _(See Form CC16A, pp.13-14)_ . ## **Independent Examination** An independent examination of the 2024 accounts was carried out in accordance with Section 145 of the Charities Act 2011 and the Charity Commission’s Directions. The examiner reported no material matters requiring attention and confirmed that accounting records were properly maintained and the accounts are consistent with those records _(See pp.15-16)_ . ## **ACKNOWLEDEGMENTS** The Trustees extend sincere thanks to all benefactors, partners, and consultants whose expertise and generosity made possible SSLT’s achievements in 2024. Particular gratitude is due to Graham Weston and the Caroline Montagu Weston Fund, together with the San Antonio Area Foundation, the Church Buildings Council, the Pilgrim Trust, and the Radcliffe Trust, for their continued confidence in SSLT’s stewardship of the Southampton Monument and Vault Initiative. Their generosity has enabled another year of conservation and discovery at St Peter’s, Titchfield, safeguarding the long-term future of this sacred place. Warm thanks are offered to the Parochial Church Council of St Peter’s, the Churchwardens, and the Diocese of Portsmouth for their partnership and guidance. The Trustees also acknowledge Steven Sherwood, Chair of the Fabric Committee, whose care, judgement, and commitment have catalysed critical conservation progress while safeguarding the interests of the Parish. The Trustees are grateful to the Diocesan Advisory Committee (DAC) and the Diocesan Registry for their professionalism and guidance throughout the faculty process, and to all advisors and volunteers whose commitment continues to advance SSLT’s educational and conservation mission. The Trustees record their gratitude to Ptolemy Dean OBE, Tobit Curteis, Dr David Carrington, and Ed Morton, whose expertise in architecture, conservation science, SSLT Trustees’ Annual Report Page 10 of 16 2024 environmental analysis, and structural engineering has shaped SMVI’s holistic approach and brought to St Peter’s a level of care typically reserved for England’s cathedrals. Appreciation is also extended to Dorna Bewley and Lisa Wilson for their outstanding contributions to SSLT’s research, interpretation, and education programmes; to Johane Pitney for professional support; and to Abisola Badejo and Dean Daniels, who strengthen the Trust’s financial and governance team. The Trustees also thank Lorna MacPhee, Chief Financial Officer throughout 2024, for her careful stewardship during a year of exceptional growth. The Trustees further record their appreciation to Marilyn Wilton-Smith, whose service as Trustee since June 2019 has been marked by her commitment to the study and preservation of Titchfield’s history and the interpretation of the Wriothesley legacy. With deep respect, the Trustees record the passing of Dr Julian Litten (1947–2024), foremost funerary historian, author, and long-time advisor to the Southampton Monument and Vault Initiative. A pioneer in funerary archaeology and former Chairman of the Fabric Advisory Committee at Norwich Cathedral, Dr Litten provided wise counsel and scholarly guidance to SSLT since 2016. His enduring contribution to national heritage and his influence on the Trust’s interpretive work are gratefully acknowledged; SSLT continues its work in his memory. Special thanks are offered to Lord Montagu of Beaulieu, whose vision, guidance, and in-kind contribution of Palace House, Beaulieu as SSLT’s administrative and heritage base remain central to the Trust’s operations. His leadership continues to inspire a culture of stewardship and scholarship worthy of the Wriothesley legacy. Finally, the Trustees recognise Laura Matthias, Managing Trustee, under whose leadership the Southampton Monument and Vault Initiative has matured into a heritage conservation endeavour of national significance. Her commitment to best practice, historical accuracy, and holistic stewardship is guided by an enduring dedication to the living record of the Shakespeare Southampton Legacy. ## **Laura Matthias** Managing Trustee On behalf of the Trustees of the Shakespeare Southampton Legacy Trust 27 October 2024 SSLT Trustees’ Annual Report Page 11 of 16 2024 ## **REFERENCE AND ADMINISTRATIVE DETAILS** **Trustees Office Dates acted** Ralph Douglas-Scott-Montagu also Patron Founding Trustee 24 Dec 2017 Laura K. Matthias Managing Trustee Founding Trustee 24 Dec 2017 Dorna L. Bewley SORR Lead Founding Trustee 24 Dec 2017 Marilyn Wilton-Smith Trustee Appointment 29 Jun 2019 **Associates** Lisa Wilson 24 Dec 2017 ## **Senior Staff** Lorna MacPhee, Chief Financial Officer, served throughout the 2024 financial year and continued in post until July 2025. Abisola Badejo and Dean Daniels (IER), Joint Financial Officers, appointed July 2025; reviewed and confirmed the 2024 Financial Statements and Annual Report prior to submission to the Charity Commission. ## **DECLARATION** The Trustees declare that they have approved the Trustees’ Annual Report for the year ended 31 December 2024. The accompanying financial statements were reviewed by the incoming Financial Officers, Abisola Badejo and Dean Daniels, following Lorna MacPhee’s departure in July 2025. Signed on behalf of the charity’s trustees: **Ralph Douglas-Scott-Montagu** Patron/Founding Trustee Date 27 Oct 2025 **Laura K. Matthias** Founding Trustee Date 27 Oct 2025 **Dorna L. Bewley** Founding Trustee Date 27 Oct 2025 **Marilyn Wilton-Smith** Trustee Date 27 Oct 2025 SSLT Trustees’ Annual Report Page 12 of 16 2024 ## **Shakespeare Southampton Legacy Trust Receipts and Payments Accounts** ## **Charity Registration Number 1184734 Entered on the UK Register of Charities on 2 August 2019** |**Receipts and Payments Accounts**|**Receipts and Payments Accounts**||**Entered on the U**|**K Register of Charities on 2 August 2019**|**K Register of Charities on 2 August 2019**| |---|---|---|---|---|---| |**For the period from**|**1/1/2024**|**to**|**12/31/2024**||| |**Section A Receipts and payments**|||||| |**A1 Receipts**|**Unrestricted funds**|**Restricted Funds**|**Endowment funds**|**Total funds (2024)**|**Last year (2023)**| ||**to the nearest £**|**to the nearest £**|**to the nearest £**|**to the nearest £**|**to the nearest £**| |Cash Donations|**£**
**0**|||**£**
**0**|**£**
**16**| |Interest Payments|**£**
**72**|||**£**
**72**|**£**
**87**| |VAT Reimbursement|**£**
**1,686**|||**£**
**1,686**|**£**
**4,428**| |Refund/Credit/Reverse/Charges|**£**
**130**|**£**
**12,799**||**£**
**12,929**|**£**
**0**| |Church Buildings Council Grant||**£**
**900**||**£**
**900**|**£**
**1,800**| |CMWF Grant, Jan 2024||**£**
**33,000**||**£**
**33,000**|**£**
**0**| |CMWF/San Antonio Area Fund Grant
Dec 2024|
|**£**
**53,213**||**£**
**53,213**|**£**
**0**| |||||**£**
**0**|**£**
**25,000**| |**_Sub total_**_(Gross income for AR)_|**£**
**1,888**|**£**
**99,912**|**£**
**0**|**£**
**101,800**|**£**
**31,330**| ||||||| |**A2 Asset and investment sales**|||||| ||**£**
**0**|**£**
**0**|**£**
**0**|**£**
**0**|| |**_Sub total_**|**£**
**0**|**£**
**0**|**£**
**0**|**£**
**0**|**£**
**0**| ||||||| |**_Total receipts_**|**£**
**1,888**|**£**
**99,912**|**£**
**0**|**£**
**101,800**|**£**
**31,330**| ||||||| |**A3 Payments**|||||| |**Costs of charitable activities**|||||| |Research | Education | Website|**£**
**142**|||**£**
**142**|**£**
**422**| |Conservation | SMVI Professional Fees||**£**
**16,247**||**£**
**16,247**|**£**
**30,766**| |Administrative Fees | SMVI||**£**
**40,775**||**£**
**40,775**|**£**
**28,191**| |Bank Charges CAF|**£**
**147**|||**£**
**147**|**£**
**135**| |Trustee Travel Expenses|**£**
**106**|||**£**
**106**|**£**
**0**| ||||||| |**_Sub total_**|**£**
**394**|**£**
**57,022**|**£**
**0**|**£**
**57,416**|**£**
**59,513**| |**A4 Asset and investmentpurchases,(see table)**|||||| ||**-**|**-**|**-**|**-**|| |**_Sub total_**|
**- 0**|**- 0**|**- 0**|**- 0**|**- 0**| ||||||| |**_Totalpayments_**|**£**
**394**|**£**
**57,022**|**£**
**0**|**£**
**57,416**|**£**
**59,513**| ||||||| |**_Net of receipts/(payments)_**|**£**
**1,494**|**£**
**42,890**|**£**
**0**|**£**
**44,384**|**£**
**(28,183)**| |**A5 Transfers between funds**|**£**
**0**|**£**
**0**|**£**
**0**|**£**
**0**|| |**A6 Cash funds lastyear end**|**£**
**6,872**|**£**
**24,634**|**£**
**0**|**£**
**31,506**|**£**
**59,689**| |**_Cash funds thisyear end_**|**£**
**8,366**|**£**
**67,524**|**£**
**0**|**£**
**75,890**|**£**
**31,506**| ||||||| |**Section B Statement of assets and liabilities at the end of the period**|||||| |**Categories**|**Details**||**Unrestricted funds**|**Restricted funds**|**Endowment Funds**| ||||**to nearest £**|**to nearest £**|**to nearest £**| |**B1 Cash funds**|Total Unrestricted Cash Funds
Year End 2024||**£**
**8,366**||| ||Total Restricted Funds Held in Reserve
Year End 2024|||**£**
**67,524**|| ||||||| ||**_Total cash funds_**||**£**
**8,366**|**£**
**67,524**|| ||(agree balances with receipts and
payments account(s))||OK|OK|OK| ||**_Sub total_ **|**£**|**394**||**£**|**57,022**||**£**||**0**||**£**|
**57,416**||**£**|**59,513**|| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||**A4 Asset and investmentpurchases,(see table)**||||||||||||||||| ||||**-**|||**-**|||**-**||||**-**||||| ||**_Sub total_ **||**- 0**|||**- 0**|||**-**|**0**|||**- 0**|||**- 0**|| ||||||||||||||||||| ||**_Totalpayments_ **|**£**|**394**||**£**|**57,022**||**£**||**0**||**£**|
**57,416**||**£**|**59,513**|| ||||||||||||||||||| ||**_Net of receipts/(payments)_ **|**£**|**1,494**||**£**|**42,890**||**£**||**0**||**£**|
**44,384**||**£**|**(28,183)**|| ||**A5 Transfers between funds**|**£**|**0**||**£**|**0**||**£**||**0**||**£**|
**0**||||| ||**A6 Cash funds lastyear end**|**£**|**6,872**||**£**|**24,634**||**£**||**0**||**£**|
**31,506**||**£**|**59,689**|| ||**_Cash funds thisyear end_ **|**£**|**8,366**||**£**|**67,524**||**£**||**0**||**£**|
**75,890**||**£**|**31,506**|| ||||||||||||||||||| ||**Section B Statement of assets**||**and liabilities at the end of**|||||**the period**|||||||||| |||||||||**Unrestricted funds**|||||**Restricted funds**||**Endowment Funds**||| ||**Categories**|**Details**|||||||**to nearest £**||||**to nearest £**|||**to nearest £**|| ||**B1 Cash funds**||Total Unrestricted Cash Funds||||||||||||||| |||||||Year End 2024||**£**|**8,366**||||||||| ||||Total Restricted Funds|||Held in Reserve|||||||||||| |||||||Year End 2024||||||**£**|
**67,524**||||| ||||||||||||||||||| ||||||**_Total cash funds_**|||**£**|**8,366**|||**£**|
**67,524**||||| ||||(agree balances with receipts and
payments account(s))||||||OK||||OK|||OK|| 1 SSLT Trustees’ Annual Report Page 13 of 16 2024 27￿ Oct 2025 Llwa Klanh 27￿ Oct 2025 Loid***tsgu 2024 SSLT Tn￿ttes'AllnuaI Report Page 14of 16 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Seciicffl A Inde￿dent Ewaminw'* Ro￿t Rewttothe tn•s*esl members of On accounts for the year ended 31 lill￿E4- charity no Ilf any) I Igo73+ S8t out pa￿$ lo mdirJeL￿i)£gB I.'Iwii￿s r4 3J¢ilitTTra shp￿5) I reFKJrt lo Ihe Iru*es on myexaminatKJn the accourts ol t￿ above R•sporBlbllltle5 and As the charity tr￿lee$ of Ihe Tlusi you are responsble fDr basls L* re￿rt cl Ihe accounts i) aC¢￿da￿e￿Ih the r￿￿￿ements Lythe Charioes Ad 111 (Tr ALfl. I reFKJrt in rewlof my examnalion ol ts Trusys actwnts carried out seclrjn 145 of the 2011 Acl ca￿rIa oul my exanwnatr&n. I ha* lo11(w￿d Ihe aFWrabk DireL*#)ns gpien ty th8Charly Coffrfnissbjn sedxjn 14515llbl of Ihe ALL Indopwmlont I have CAxnpW my ex2minalion. I thalnomateria maltws habp examlnerfs slatement come to my attenlrjn lolher than that dis¢*Jsed trAow'l n connectDn ￿1th eyaminal*Jn vknich gpie5 cause to believe that n, arry mat￿1a1 resFe acccmjnl1￿j ￿e￿d$1*eVe not #i ￿¢0[dan￿Wlh section 130 cl the Act or the ac£ounts do nrA accwd ￿1th Ihe wjunlry re¢ud$ I have no cowKeffl5 and have cr￿lle ￿￿osS no IAher mattets ￿ conT￿tiOn vAh e>2miwtK)n tomthich affertK)n slKJuld be drawn li Ord￿ to enable a proper underslandiThJ of the accounts to te reached. . Ilease ddele Ihe in the l)r&S(els Ktheydo nor a￿ly. Rel•¥ant wde$$￿nal quallfKatlonlsl or body Ilf any): IIsSCCI&TioM cl fr CHALI Ca i if Addygss: + GLEAJvi LLts CLL)S Ck LLL F¢)fLD 2024 SSLT Tn￿ttes'AllnuaI Report Page 15 of 16 Section B Disclosure Only complete rf the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. direcb'ons and guidance for examiners}. Give here brief details of any items that the examiner uri5hes to disclose. 2024 SSLT Tn￿ttes'AllnuaI Report Page 16of 16