## **Trustees’ Annual Report for the period**
**From 1 May 2021 To 30 April 2022**
**Charity name: Sustain Dharma Support Trust**
**Charity registration number:** 1186827
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 The objects of the CIO are to advance
purposes of the charity Buddhism for the public benefit by
as set out in its the provision of grant funding for:
governing document · 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
elderly or infirm.
Summary of the main Para 1.17 and Generally advancing the Buddhist
1.19
activities in relation to faith
those purposes for the Under the auspices of the Awakened
public benefit, in Heart Sangha, teaching opportunities
particular, the activities, are offered in various venues in
projects or services England, Wales and Germany and
identified in the online. Sustain Dharma Support Trust
accounts. 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.
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Support for dedicated
practitioners who have become
elderly or infirm.
In instances where key committed
members who have longstanding and
dedicated backgrounds in Buddhist
practice and teaching and who have
encountered financial or medical
difficulties, the CIO may contribute to
such individuals' healthcare and
social care.
Statement confirming Para 1.18 The trustees confirm that they have
whether the trustees had regard to the guidance issued by
have had regard to the the Charity Commission on public
guidance issued by the benefit.
Charity Commission on
public benefit
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
SORP reference
A proforma is offered to applicants for
Para 1.38 grants.
Policy on grant making
Quorate meetings of trustees decide
on offers of grants.
Para 1.38
Policy on social n/a
investment including
program related
investment
Volunteers from within the Awakened
Para 1.38 Heart Sangha contribute to efforts to
Contribution made by raise awareness of Sustain through
volunteers communications to members and
supporters.
Other
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## **Achievements and Performance**
> SORP reference By the end of July 2021, we had charitable status as a CIO, a bank account with the Charities Aid Foundation and a charity account with PayPal. To publicise the Charity’s existence to fellow members of the Awakened Heart Sangha and supporters, we set up a website and formally launched at the online AHS
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“Gana Gathering”. Funds started
coming in.
During the current year we received
two applications for grants, both of
which the trustees wanted to fund.
One - for equipment - was met within
existing funds. The second was to
help towards funding a two-year
retreat for a senior member of the
sangha; this required a fund-raising
drive to reach the target requested
and was successful.
This has been the first full year in
which the charity has been able to
serve its main purpose.
Summary of the main One grant provided a computer for a
Para 1.20
achievements of the member of the sangha community
charity, identifying the who had no recourse to personal
difference the charity’s funds and whose elderly, donated
work has made to the computer had failed. The new laptop
circumstances of its is now used daily to reach the sangha
beneficiaries and any and wider community with news and
wider benefits to society teachings.
as a whole. A second application related to
planning a two-year solitary retreat
for a senior member of the sangha
group. Long retreats are an important
part of the training of teachers in our
tradition. The community in general is
keen to contribute to the inevitable
costs of such retreats, which are
undertaken for the benefit of all
beings.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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We now feel established and that
Sustain has achieved an
Achievements against Para 1.41 auspicious beginning to what we
objectives set
hope will be a long tradition of
supporting the practice and
teaching of Buddhist Dharma in
the world.
No overall fundraising target was
Performance of set as we are a new charity,
fundraising activities Para 1.41 uncertain of the extent of our
against objectives set
capacity to raise funds.
Investment performance Para 1.41 No investments
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 Since our inception in June 2020,
financial position at the we have had donations totalling
end of the period approx £20,500
The current balance at end of April
2022 is approx. £17,600.
To date, we have paid approx.
£3,700 in grants, with a further
£9,500 committed to the end of
November 2023
Statement explaining Para 1.22 We aim to keep at least £500 in
the policy for holding reserve
reserves stating why
they are held
Amount of reserves held Para 1.22 Current balance £17,600 (of which
£9500 is committed)
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially Para 1.24 n/a
in deficit
Explanation of any Para 1.23 n/a
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s principal To date, we believe funds have
sources of funds Para 1.47 come entirely from members of
(including any the AHS.
fundraising)
Investment policy and
objectives including any Para 1.46 n/a
social investment policy
adopted
The small size of our sangha
A description of the Para 1.46 (Buddhist group) limits our
principal risks facing the capacity to fundraise and therefore
charity
provide grants.
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are all members of the
methods including Awakened Heart Sangha. The
details of any Charity is young, and we are
constitutional provisions
taking steps to stagger the
e.g. election to post or
appointment of future and
name of any person or
replacement trustees in years to
body entitled to appoint
come.
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures Some trustees have attended
adopted for the Para 1.51 online Charity Commission’s
induction and training of courses.
trustees
Sustain liaises with the Shrimala
The charity’s Trust that underwrites the running
organisational structure Para 1.51 of the AHS – but which does not
and any wider network offer grants to individuals.
with which the charity
works
Relationship with any Para 1.51
related parties none
Other
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## **Reference and Administrative details**
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Charity name Sustain Dharma Support Trust
Other name the charity Sustain
uses
Registered charity 1186827
number
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Charity’s principal 24 Riverside, Cambridge CB5 8HL
address
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Five Cram Chair throughout n/a
2 Judi Herriot Treasurer throughout n/a
3 Catherine Bull Secretary throughout n/a
Vicki Hope throughout n/a
4
Robinson
5 Jacki McGarry throughout n/a
6
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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
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Trustee name Dates acted if not for
whole year
n/a
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## **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 n/a for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser** 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)** Catherine Bull
**Position (eg** Secretary **Secretary, Chair, etc)**
**Date** 16/05/2022
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Charity Name No (if any)
Sustain Dharma Support Trust
Receipts and payments accounts
For the period Period start date Period end date
To
from 1-May-21 30-Apr-22
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
17,834 - - 17,834
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
17,834 - - 17,834
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 17,834 - - 17,834
A3 Payments
3,814 - - 3,814
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 3,814 ] - - 3,814
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 3,814 - - 3,814
Net of receipts/(payments) 14,020 - - 14,020
A5 Transfers between funds - - - -
A6 Cash funds last year end 3,648 - - 3,648
Cash funds this year end 17,668 - - 17,668
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**||**_Total cash funds_**|**to nearest £**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree|balances with receipts and payments
account(s))|Agreement Error|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**
Grants||Unrestricted
**liability relates**|
|**9,500**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
||||Judith Elizabeth||Herriot|
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CC16a
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**Last year**
## **to the nearest £**
**-**
**-**
**-**
**-**
**Endowment funds to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional) 11/2023**
Date of approval 5/11/2022