
## **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<br>the charity as set out in its<br>governing document|Para 1.17|The objects of the CIO are to advance<br>Buddhism for the public beneft by the<br>provision of grant funding for:<br>· the training and development of dedicated<br>practtoners of the Awakened Heart Sangha to<br>support the teaching and practce of the faith<br>to other Buddhist practtoners, those new to<br>Buddhism and the wider public;<br>· provision of stpends and living allowances for<br>dedicated practtoners of Buddhism who have<br>become elderlyor infrm.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Generally advancing the Buddhist faith<br>Under the auspices of the Awakened Heart<br>Sangha, teaching opportunites are ofered in<br>various venues in England, Wales and Germany<br>and online. Sustain Dharma Support Trust will<br>advance the religion by making modest<br>fnancial grants to 'key commited' members of<br>the Awakened Heart Sangha who are key to<br>this work.<br>To advance their capacity to educate or<br>otherwise beneft other members of the<br>Awakened Heart Sangha, Buddhists more<br>generally and the wider public, such individuals<br>themselves need to be able to conduct retreat,<br>to complete certain rituals, give or atend<br>teachings.<br>Grants from Sustain aim to prevent any such<br>commited practtoners from having to forgo<br>opportunites to teach, practce, or atend<br>teachings or retreat because of fnancial<br>hardship.<br>Support for dedicated practtoners who have<br>become elderly or infrm.<br>In instances where key commited members<br>who have longstanding and dedicated<br>backgrounds in Buddhistpractce and teaching|





|||and who have encountered fnancial or medical<br>difcultes, the CIO may contribute to such<br>individuals' healthcare and social care.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The trustees confrm that they have had regard<br>to the guidance issued by the Charity<br>Commission on public beneft.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

||<br>SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|A proforma is ofered to applicants for grants.<br>Quorate meetngs of trustees decide on ofers<br>of grants.|
|Policy on social investment<br>including program related<br>investment|Para 1.38|n/a|
|Contribution made by<br>volunteers|Para 1.38|Volunteers from within the Awakened Heart<br>Sangha contribute to eforts to raise awareness<br>of Sustain through communicatons to<br>members and supporters.|
|Other|||



## **Achievements and Performance** 

SORP reference 



|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|During the current year, we contnued to<br>contribute funds supportng a two-year-retreat<br>for a senior member of the sangha.<br>We also received two applicatons for grants,<br>both of which the trustees wanted to fund.<br>One supported a pilgrimage, the other<br>contributed to retreat expenses.<br>All the benefciaries have in their turn<br>supported the sangha and wider community.||
|---|---|---|---|



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

|<br>Achievements against<br>objectives set|<br>Para 1.41|<br>The charity has been able to serve its main<br>purpose.<br>Long retreats are an important part of the<br>training of teachers in our traditon and we<br>have been fortunate that a senior member of<br>the sangha has undertaken a 2-year retreat,<br>undertaken for the beneft of all beings.<br>Another sangha member taught on the theme<br>of pilgrimage during and afer a long solo walk.<br>A third’s expenses were met allowing an<br>intensive winter retreat.<br>The community in general is keen to contribute<br>to the inevitable costs of such retreats.|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|Sustain now feels established and has<br>received and met requests for support. We<br>hope to be part of a long traditon of<br>supportng the practce and teaching of<br>Buddhist Dharma in the world.|
|Investment performance<br>against objectives|Para 1.41|No investments|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|£17,031 carried forward to next year<br>though we have ongoing monthly<br>commitments towards a retreat ending<br>December 2023.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Our policy of maintaining a £500 reserve<br>had not been breached.|
|Amount of reserves held|Para 1.22|Even without any further income, we can<br>cover our commitment to provide £3500<br>towards the continuing long retreat<br>expenses.|
|Reasons for holding zero<br>reserves|Para 1.22|n/a|
|Details of fund materially in<br>deficit|Para 1.24|n/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|n/a|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>To date, we believe funds have come<br>entrely from members of the AHS.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|n/a|
|A description of the principal<br>risks facing the charity|Para 1.46|The small size of our sangha (Buddhist<br>group) limits our capacity to fundraise and<br>therefore provide grants.|
|Other||n/a|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Consttuton|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Trustees are all members of the Awakened<br>Heart Sangha. The Charity is young, and we<br>are taking steps to stagger the<br>appointment of future and replacement<br>trustees in years to come.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51|<br>Some trustees have atended online<br>Charity Commission’s courses.|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|Sustain liaises with the Shrimala Trust that<br>underwrites the running of the AHS – but<br>which does not ofer grants to individuals.|
|Relationship with any<br>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|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**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|
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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 

|**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 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**<br>**adviser**|**Name**<br>**Address**|**Name**<br>**Address**|
|---|---|---|
|**n/a**|||
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## **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 



Sustsin Dharnia Support Trust
Annu￿ knurts a5 at 311M123
C•Nl•d Fornard from JW4r22
17.667.57
Incorr* 11¥22. 3W412J
Subsc￿￿ pa￿nents
Donations
Bank Interest
Amazon Smile
4.675.65
1.914.68
22.02
20.24
Exp•1￿1￿￿ 115122. 3W4rk3
Bank Chwges & Rep8y MiS￿8¢ed Cr•Jtt
Grants
-139.00
-7.1JO.00
Carried Formard to 11V23
Onyoiny grant
DaShulDa5￿ still to receive until 22111r23
4,500.00