## **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