| 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 | Namne | Dateof approval |
|
| LorraineOlsen | 04/06/2022 | |||
| Charles Olsen | ||||
| 04/06/2022 |