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2023-04-30-accounts

Trustees’ Annual Report for the period

From Period start date To Period end date

Charity name:

Charity registration number:

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 beneft by the
provision of grant funding for:
· the training and development of dedicated
practtoners of the Awakened Heart Sangha to
support the teaching and practce of the faith
to other Buddhist practtoners, those new to
Buddhism and the wider public;
· provision of stpends and living allowances for
dedicated practtoners of Buddhism who have
become elderlyor infrm.
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 opportunites are ofered in
various venues in England, Wales and Germany
and online. Sustain Dharma Support Trust will
advance the religion by making modest
fnancial grants to 'key commited' members of
the Awakened Heart Sangha who are key to
this work.
To advance their capacity to educate or
otherwise beneft 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 atend
teachings.
Grants from Sustain aim to prevent any such
commited practtoners from having to forgo
opportunites to teach, practce, or atend
teachings or retreat because of fnancial
hardship.
Support for dedicated practtoners who have
become elderly or infrm.
In instances where key commited members
who have longstanding and dedicated
backgrounds in Buddhistpractce and teaching
and who have encountered fnancial or medical
difcultes, 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 confrm that they have had regard
to the guidance issued by the Charity
Commission on public beneft.

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 ofered to applicants for grants.
Quorate meetngs of trustees decide on ofers
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 eforts to raise awareness
of Sustain through communicatons to
members and supporters.
Other

Achievements and Performance

SORP reference

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 During the current year, we contnued to
contribute funds supportng a two-year-retreat
for a senior member of the sangha.
We also received two applicatons for grants,
both of which the trustees wanted to fund.
One supported a pilgrimage, the other
contributed to retreat expenses.
All the benefciaries have in their turn
supported the sangha and wider community.

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


Achievements against
objectives set

Para 1.41

The charity has been able to serve its main
purpose.
Long retreats are an important part of the
training of teachers in our traditon and we
have been fortunate that a senior member of
the sangha has undertaken a 2-year retreat,
undertaken for the beneft of all beings.
Another sangha member taught on the theme
of pilgrimage during and afer a long solo walk.
A third’s expenses were met allowing an
intensive winter retreat.
The community in general is keen to contribute
to the inevitable costs of such retreats.
Performance of fundraising
activities against objectives
set
Para 1.41 Sustain now feels established and has
received and met requests for support. We
hope to be part of a long traditon of
supportng the practce and teaching of
Buddhist Dharma in the world.
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 £17,031 carried forward to next year
though we have ongoing monthly
commitments towards a retreat ending
December 2023.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 Our policy of maintaining a £500 reserve
had not been breached.
Amount of reserves held Para 1.22 Even without any further income, we can
cover our commitment to provide £3500
towards the continuing long retreat
expenses.
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, we believe funds have come
entrely 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 n/a

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Consttuton
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 atended 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 ofer 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 118682
Charity’s principal address 24 Riverside, Cambridge CB5 8HL

Names of the charity trustees who manage the charity

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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

– 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)

Type of
adviser
Name
Address
Name
Address
n/a

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

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

30/4/23

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