OpenCharities

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2021-04-05-accounts

SORPreference
Summaryofthe purposes of Para1.17
thecharityassetoutinits
governing document
Summary ofthemain
activitiesinrelationtothose
Para1.17 and
1.19
Thetimeduringlockdown was
challenging.Thepandemichasresulted
purposesforthepublic in adelaytothedevelopmentofthe
benefit,inparticular, the charity. However, wearenowina
activities, projectsorservices position ofdevelopmentandexpansion.
identifiedintheaccounts. Newtrusteeswillbeinvitedontospecific
rolesoncethefoundingtrusteeshave
selectedthe shortlistofcandidates.
Statementconfirming Para1.18 Thetrusteeshaveallhadregardtothe
whetherthetrusteeshave guidanceoftheCharitiesCommission
hadregardtotheguidance andwhilstthecharityhasnotbeenable
issuedbytheCharity tocarryoutactivitiesasoriginaly
Commissionon public planned; areducedschedulewas
benefit completed.

SORPreference
TheStirling Trust doesnotcurrently
Para1.38 makegrants
Policyongrantmaking
TheStirling Trust isnotcurrentlyin a
Para1.38 positiontomakeanyfinancial
Policyonsocial investment investments.
including program related
investment
Duetothepandemicvolunteeringhas
Para1.38 notbeenpossible.Thetrustees have
Contributionmadeby carriedoutalldaytodayrunningofthe
volunteers horses,yard,andcharity work

SORP reference
Inthefirstyearwemanagedtostayafloat
despite notbeingabletogenerate any
Summary ofthemain
achievementsofthecharity,
Para1.20 significant funding.
Wehavebeenworking onthesecond
parttothecharity andwillbeabletorun
identifyingthedifferencethe trails towards theendofyeartwo-the
charity'sworkhasmadeto beginningofyearthree.
thecircumstances ofits
beneficiaries andany wider
benefits tosociety asa
whole.
Thehorsesplacedintoworkfollowing
successfulrecovery haveallbeendoing
extremelywell.
Theguardiansofthehorsesandponies
thatwerealready placed onloanhave
beenreportingbackwithpositive
assessmentsforall.
Achievingandmaintaininggoodhealthin
allourresidentequineshavebeenour
maingoalduring thefirstyeardueto
movement restriction.
Wehaveachieved thatwithsatisfaction.

Additionalinformation(optional) Additionalinformation(optional) Additionalinformation(optional)
Youmaychoosetoincludefurtherstatementswhererelevantabout
Asaresultofthepandemicthelevel of
achievenmentswaslow.
Achievements against Para1.41
objectivesset Moretofollowinyeartwo
Fundraisingprovedtobealmostnon-
existent during thefirstyear,duetothe
Performanceoffundraising
activities against objectives
Para1.41 pandemic.
Mostdonorsdirected their donationsto
set Coronavirusled charities
Wedidhoweverachievesome
fundraisingintheregion of20%ofyear
onetarget
Therewerenoinvestment objectives set
forthefirstyear
Investmentperformance Para1.41
against objectives
Other

Financial Review
Review ofthecharity's
financial position at the end
Para1.21
oftheperiod
Statementexplaining the
policy for holding reserves
Para1.22 Thecharity didnotholdanyreserves at
theendofyearone
statingwhytheyareheld
Amountofreservesheld
Reasons forholding zero
Para1.22
Para1.22
zero
Funding didnotallow forreserves to
reserves
Details offund materiallyin
Para1.24 buildup
deficit
Explanationofany Para1.23 Therearenouncertainties
uncertainties about the
charity continuingas agoing
concernn
Additional information (optional)
Youmaychoosetoincludefurtherstatements whererelevantabout:
Thecharity'sprincipal Thecharityhasreliedonsupporters
fundraising.
sources offunds(including
anyfundraising)
Para1.47 Thecurretsourceoffunding comes
fromoursupporters.
Applicationsforcorefunding isplanned
forendofyeartwo/beginningofyear
threedelayedbythepandemic.
Investmentpolicyispartoftheplanned
Investmentpolicyand
objectivesincluding any
Para1.46 progress.
socialinvestmentpolicy
adopted
Themainrisktothecharity islackof
funding. Theresidentequines needdaily
A description oftheprincipal Para1.46 careregardless.
risks facingthecharity
Currentlytherisksaresmallhowever, as
Other thecharity grows thenumberof
residentstheriskswillneedtobe
managed

Description of charity's
trusts:_
Typeofgoverningdocument Para1.25 'Foundation'model,constitutionlast
trustdeed,royalcharter)
Howisthecharity
Para1.255 amended15thFebruary2020
TheStirling Trust is a CiO, Charitable
constituted? IncorporatedOrganisationwho'sonly
(e.gunincorporated votingmembers areitscharitytrustees
association,CIO)
Trustee selection methods
Para1.25 Trustees mustbeproposedforaspecific
including details ofany purpose andseconded,thenagreedby
constitutional provisions e.g unanimousdecision byallsitting
election topostorname of trustees beforetheycanbeappointed
anypersonorbodyentitled
toappointoneormore Nonewtrustees wereappointedduring
trustees thefirst year.
Additionalinformation(optional) Additionalinformation(optional)
Youmaychoosetoincludefurtherstatements whererelevantabout:
Beforenewtrustees areofficially
appointed,thecharityfollows theCC
Policies andprocedures guidance onbecoming atrustee.
adoptedfor theinductionand Para1.51
training oftrustees Thenewtrustee isrequired toreadthe
leaflet guidance andacknowledgethat
theyhavedoneso.
Thecharity isrunbyitstrusteeswhomn
allhavespecif
withthecharity.
The charity's organisational
structureandanywider
Para1.51 Theserolesmaybechanged during the
AGMorEGM.
networkwith which the
charityworks Trustees areproposed asaresult of
possessingaskillset required bythe
charity.
RelationshipwithanyrelatedPara1.51
parties
Other

The Stirling Turst
Charity Name
The Stirling Turst
Charity Name
The Stirling Turst
Charity Name
1189164
No (if any)
1189164
No (if any)
1189164
No (if any)
CC16a
For the period
from
22/04/2020
Period start date
To 05/04/2021
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
2,199
-
-
-
-
-
-
-
2,199
-
-
-
2,199
1,712
-
-
-
-
-
-
-
-
1,712
-
-
-
1,712
487
-
-
487
Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest £
2,199
-
-
-
-
-
-
-
2,199
-
-
-
2,199
1,712
-
-
-
-
-
-
-
-
1,712
-
-
-
1,712

487
Last year
to the nearest £
2,199 -
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)
2,199 -
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
-
1,712 -
- -
- -
- -
- -
- -
- -
- -
- -
**Sub total ** 1,712 -
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
-
487 - -
487
-
- - - - -
- - - - -
487 - - 487 -

CCXX R1 accounts (SS)

04/06/2022

1

Section B Statement ofassetsand liabilities at the end of the period the end of the period
Categories Details Unrestricted
funds
Restricted
funds
Endowment
funds
B1Cashfunds Cash Donation for hay tonearest£ tonearest£ tonearest£
Totalcashfunds
(agree balances withreceipts andpayments
account(s) AgreementError OK QK
Unrestricted Restricted Endowment
funds funds funds
Details tonearest£ tonearest £ tonearest £
B2Othermonetary assets
B3Investmentassets Details Fundtowhich
assetbelongs
Cost(optional) Current value
(optional)
B4Assetsretained forthe Details Fundtowhich
assetbelongs
Cost(optional) Currentvalue
(optional)
charity'sownuse
Fundtowhich Amountdue Whendue
Details liabilityrelates loptional) (optional)
B5Liabilities
Signedby
behalfofallthetrustees
ortwotrustees on
Signature Print Namne Dateof
approval
LorraineOlsen 04/06/2022
Charles Olsen
04/06/2022