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2021-04-30-accounts

Trustees’ Annual Report for the period

From 9 December 2019 To 30 April 2021

Charity name: Sustain Dharma Support Trust

Charity registration number: 1186827

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The objects of the CIO are to advance
Buddhism for the public benefit by the
provision of grant funding for:
· the training and development of dedicated
practitioners of the Awakened Heart Sangha to
support the teaching and practice of the faith
to other Buddhist practitioners, those new to
Buddhism and the wider public;
· provision of stipends and living allowances for
dedicated practitioners of Buddhism who have
become elderlyor infirm.
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		 Generally advancing the Buddhist faith
Under the auspices of the Awakened Heart
Sangha, teaching opportunities are offered in
various venues in England, Wales and Germany
and online. Sustain Dharma Support Trust will
advance the religion by making modest
financial grants to 'key committed' members of
the Awakened Heart Sangha who are key to
this work.
To advance their capacity to educate or
otherwise benefit other members of the
Awakened Heart Sangha, Buddhists more
generally and the wider public, such individuals
themselves need to be able to conduct retreat,
to complete certain rituals, give or attend
teachings.
Grants from Sustain aim to prevent any such
committed practitioners from having to forgo
opportunities to teach, practice, or attend
teachings or retreat because of financial
hardship.
Support for dedicated practitioners who have
become elderly or infirm.
In instances where key committed members
who have longstanding and dedicated
backgrounds in Buddhistpractice and teaching
and who have encountered financial or medical
difficulties, the CIO may contribute to such
individuals' healthcare and social care.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The trustees confirm that they have had regard
to the guidance issued by the Charity
Commission on public benefit.
Additional information (optional)
You may choose to include further statements		 Additional information (optional)
You may choose to include further statements		 where relevant about:
SORP reference
Policy on grant making Para 1.38 A proforma is offered to applicants for grants.
Quorate meetings of trustees decide on offers
of grants.
Policy on social investment
including program related
investment		 Para 1.38 n/a
Contribution made by
volunteers		 Para 1.38 Volunteers from within the Awakened Heart
Sangha contribute to efforts to raise awareness
of Sustain through communications to
members and supporters.
Other

Achievements and Performance

SORP reference We were given charitable status as a CIO in December 2019 and started with no funds. We first established a bank account with the Charities Aid Foundation and a charity account with PayPal to facilitate incoming donations. Trustees deposited the required initial funds. These were in place by end July 2020. The trustees’ next task was to plan the publicising of the Charity’s existence to fellow members of the Awakened Heart Sangha. We set up a website and formally launched at the online AHS “Gana Gathering”, to make our function clear to the key committed members of the Sangha. Donations and standing orders have since been received from sangha members.

By the end of the financial year, we had
money in the bank but had not yet
received a formal application for agrant.
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 In this difficult year when meetings in
person have been constrained, it has taken
some time to make our modest and widely
geographically distributed Buddhist
community aware of the aims of Sustain
and to establish some financial footing
from which we could aspire to offer grants.
Though (as of end April 2021) we have not
yet had any formal applications, we have
received some preliminary enquiries and
anticipate receiving requests and being
able to make some grants in the coming
months.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 We now feel established and that Sustain
has achieved an auspicious beginning to
what we hope will be a long tradition of
supporting the practice and teaching of
Buddhist Dharma in the world.
Performance of fundraising
activities against objectives
set		 Para 1.41 No formal fundraising target was set as we
are a new charity, uncertain of the extent
of our capacity to raise funds.
Investment performance
against objectives		 Para 1.41 No investments
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 £3648
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 We aim to keep modest reserves so as to
have some capacity to meet requests
arising.
Amount of reserves held Para 1.22 £3648
Reasons for holding zero
reserves		 Para 1.22 n/a
Details of fund materially in
deficit		 Para 1.24 n/a
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 n/a

Additional information (optional)

You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 To date, funds have come entirely from
members of the AHS.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 n/a
A description of the principal
risks facing the charity		 Para 1.46 The small size of our sangha (Buddhist
group) limits our capacity to fundraise and
therefore provide grants.
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 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 all members of the Awakened
Heart Sangha. The Charity is young, and we
are taking steps to stagger the
appointment of future and replacement
trustees in years to come.

Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction
and training of trustees		 Para 1.51 Some trustees have attended online
Charity Commission’s courses.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 Sustain liaises with the Shrimala Trust that
underwrites the running of the AHS – but
which does not offer grants to individuals.
Relationship with any
related parties		 Para 1.51 none
Other

Reference and Administrative details

Charity name Sustain Dharma Support Trust
Other name the charity uses Sustain
Registered charitynumber 1186827
Charity’s principal address 24 Riverside, Cambridge CB5 8HL

Names of the charity trustees who manage the charity

1
2
3
4
5
6		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Five Cram Chair throughout n/a
Judi Herriot Treasurer throughout n/a
Catherine Bull Secretary throughout n/a
Vicki Hope Robinson throughout n/a
Jacki McGarry throughout n/a

– Corporate trustees names of the directors at the date the report was approved

Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name **Dates acted if not for whole year **
n/a

Funds held as custodian trustees on behalf of others

Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
n/a
Name of chief executive or names of senior staff members (Optional information)
n/a

Exemptions from disclosure

Reason for non-disclosure of key personnel details

n/a

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
Catherine Bull

Secretary
9 Jan 2022
9 Jan 2022
Sustain Dharma Support Trust
Charity Name		 Sustain Dharma Support Trust
Charity Name		 Sustain Dharma Support Trust
Charity Name		 No (if any) No (if any) No (if any) CC16a
For the period
from		 09-Dec-19
Period start date		 To 30-Apr-21
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
3,710
-
-
-
-
-
-
-
3,710
-
-
-
3,710
62
-
-
-
-
-
-
-
-
62
-
-
-
62
3,648
-
-
3,648		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
3,710
-
-
-
-
-
-
-
3,710
-
-
-
3,710
62
-
-
-
-
-
-
-
-
62
-
-
-
62
3,648		 Last year
to the nearest £
3,710 -
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)		 3,710 -
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
-
62 -
- -
- -
- -
- -
- -
- -
- -
- -
**Sub total ** 62 -
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
-
3,648 - - 3,648 -
- - - - -
- - - - -
3,648 - - 3,648 -

CCXX R1 accounts (SS)

09/01/2022

1

Section B Statement of assets and liabilities at 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
Details
Details
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
Agreement Error
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
Judith Elizabeth Herriot		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Judith Elizabeth Herriot 05/01/2022

CCXX R2 accounts (SS)

09/01/2022

2