2022-04-05-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees' Annual Report for the period

From 22-04-2021 Period start date

To 05-04-2022 Period end date

Charity name: The Stirling Trust

Charity registration number: 1189164

Charity registration number: 1189164
Objectives and Activities
SORP reference Summary of the purposes of Para 1.17 the charity as set out in its qoverning document Summary of the main Para 1.17and activities in relation to those 1.19 purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.
	• - The time following lockdown was equally challenging. The pandemic is still **affecting the development of thecharity. **
	However, we spent most of the second half of 2022 getting insurance in place.
	The insurance will enable usto further develop and expand the charity.New trustees have been invited onto specific roles and will be appointed during the forthcoming AGM.
Statement confirming Para1.18 whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	The trustees have all had regard to the guidance of the Charities Commission and whilst the charity is now able to carryout activities as originally planned; test visits have been completed and we are expecting to
open for regular visitors in the near future. Additional information (optional) Y h t.Id f rth t t ou mav c oose o me u e u er s a emen s w ere re evan a ou: h t b t
SORP reference
Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers	The Stirling Trust does not currently make grants The Stirling Trust is not currently in a position to make any financial investments. With the insurance policy in place, volunteering is now possible. The trustees havecarried out all day to day running of thehorses, yard, and charity work. Volunteers are now helping in the care and exercising of the horses.

	The trustees have been working on
Other	introducing Horse Therapy.
	All of our residents must have a purpose
	once they are fit and well enough to serve
	that purpose. There are many ways a
	horse can live a fulfilling life without
	having to compete in sports or be in
	work.
	We found that after having placed some
	residents out on full loan, to riding
	schools, as field companions, human
	companions, etc we were left with a herd,
	all in need of care. We have seen first-
	hand how well horses provide therapy for
	people with therapy needs, who receives
	that therapy by providing the care and
	love for the horses. SEND adults have
	been visiting the horses on a regular basis
	with some great results.

Achievements and Performance

	SORP reference
		In the second year we have had to work
		hard to stay active. Not being able to
		generate any significant funding until
Summary of the main achievements of the charity,	Para 1.20	recently resulted in the trustees having to contribute much more.
identifying the difference the		The secondpart to the charity have been
charity's work has made to		runningtrials as planned and continue to
the circumstances of its		do so for the rest of 2023. Towards the
beneficiaries and any wider		end of year the year we are hoping to be
benefits to society as a		able to offer regular slots to volunteers as
whole.		well as users of the service.
		The horses placed into work following
		successful recovery have all been doing
		extremely well.
		The guardians of the horses and ponies
		that were already placed on loan have
		been reporting back with positive
		assessments for all.
		Achieving and maintaining good health in
		all our residents, remain our primary
		objective.
		With the addition of volunteers and
		service users we are monitoring the
		effects each group have on each other.
		We are achieving great results with huge
		satisfaction.

Additional information (optional) You mav c h •oose o me u e u t . I d f rth er s a emen s w ere re evan a t t h t b t .ou:

Additional information (optional) h t . I df rth t t You mav c•oose o me u e u er s a emen s	Additional information (optional) h t . I df rth t t You mav c•oose o me u e u er s a emen s	w ere re evan a.ou: h t b t
Achievements against Para 1.41 objectives set		The second year have been very possitive and the results acheived are encouraging. More to follow in year three
Performance of fundraising activities against objectives Para 1.41 set		Fundraising has started to pick up now most business are back on track. Other foundations have been more helpful and donations are now beginning to emerge. We still have a long way to go and will keep expanding our search for regular
doners and grants. There were no investment objectives set for the second year Investment performance Para 1.41 against objectives Other

Financial Review

	Review of the charity's Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves The charity did not hold any reserves at the end of year two stating why they areheld Amount of reserves held Para 1.22 zero Reasons for holding zero Para 1.22 reserves Funding did not allow for reserves to build U P Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 There are no uncertainties uncertainties about the charity continuing as a going concern

Additional information (optional)

You may choose to include further statements where relevant a out: b

You may choose to include fur	ther stateme	b nts where relevant a out:
		The charity has relied on supporters
		fundraising.
The charity's principal sources of funds (including	Para 1.47	The current source of funding comes
any fundraising)		from our supporters.
		Applications for core funding is being
		sought. The planned action for end of year
		two/beginning of yearthree has been
		postponed to mid year three and is
		continuing.
Investment policy and objectives including any	Para 1.46	Investment policy is part of the planned
social investment policy		progress.
adopted
		The main risk to the charity is lack of
		funding. The permanent residents need
A description of the principal	Para 1.46	dailycare regardless.
risks facing the charity
		Currently the risks are small however, as
Other		the charity grows the number of
		residents the risks will need to be
		managed

Structure, Governance and Management

Description of charity's
trusts:
Type of governing document	Para 1.25	'Foundation' model, constitution last
(trust deed, royal charter)		amended 15th February 2020
How is the charity	Para 1.25	The Stirling Trust is a CIO, Charitable
constituted?		Incorporated Organisation who's only
(e.g unincorporated		voting members are its charity trustees
association, CIO)
Trustee selection methods	Para 1.25	Trustees must be proposed for a specific
including details of any		purpose and seconded, then agreed by
constitutional provisions e.g.		unanimous decision by all sitting
election to post or name of		trustees before they can be appointed
any person or body entitled
to appoint one or more		New trustees have been selected and will
trustees		be appointed during year three.

trustees be appointed during year three.	trustees be appointed during year three.	trustees be appointed during year three.	trustees be appointed during year three.
Additional information (optional) Y h t"l d f h ou may c oose.o me u eurt er sta emen s w ere re evant a ou : h b t
Before new trustees are officially appointed, the charity follows the CC Policies and procedures guidance on becoming a trustee. adopted for the induction and Para 1.51 training of trustees The new trustee is required to read the leaflet guidance and acknowledge that
		they have done so.
The charity is_ run by its trustees whom all have specific roles with the charity. The charity's organisational These roles may be changed during the structure and any wider Para 1.51 AGMorEGM. network with which the charity works Trustees are proposed as a result of possessing a skillset required by the **charity. **
Rel tionship with any related Para 1.51 parties
Other

Reference and Administrative details

Charity name Other name the charitv uses Reaistered .charity number Charity's principal address

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name		Office (if any) Chair Vice chair		Dates acted if not for whole year		Name of person (or body) entitled tQ appoint trustee (if anvl
	Lorraine Olsen				Wholeyear
	Charles Olsen				Wholeyear
	Rebecca Olsen				Wholeyear
	EmilyOlsen				Wholeyear
	~ - -
					- ....

Car orate trustees - names of the directors at the date the re roved Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates .acted if not for whole vear

Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets N/A /A	Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets N/A /A
	his capacity nd objects of the n whose behalf the re held and how this in the custodian objects of arrangements for tody and tion of such assets charity's own assets N/A /A
Name a charity o assets a falls with charity's Details safe cus segrega from the

Additional information (optional)

Names and addresses of advisers (Optional information)

Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)
Type of Name Address adviser
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

N/A

Declarations

The trustees declare that they have approved the trustees'' report above.

Signed on behalf of the charity's trustees

/ . . . . Full name(s) Charles Olsen - Position (eg Secretary, Vice Chair Cl)air, etc) th Date I 0 May 2023

SectionBStatementofassetsandliabilitiesat	SectionBStatementofassetsandliabilitiesat	theendoftheperiod Unrostrlcted Rostrlctod	theendoftheperiod Unrostrlcted Rostrlctod	Endowment
Categories	Details	funda tonoarost£	funds tonearost£.	funds tonggrost £
B1Cash funds
	Totalcashfunds
	(agree balanceswithreceiptsandpayments account(9)	AgreementError	OK	Ok
		Unrestricted	Restricted	Endowment
		funds	funds	funds
	Details	tonearest£	tonearest£	tonearest£
B2Other monetaryassets
	Details	Fundtowhich assetbelongs	Cost (optional)	Current value (optional)
B3Investmentassets
		Fundtowhich		Currentvalue
	Details	assetbelongs	Cost(optional)	(optional)
B4Assetsretainedforthe
charity'sownuse
		Fundtowhich	Amountdue	Whendue
	Details	liabilityrelates	(optional)	(optional)
B5Liabilities
Signedbyone ortwotrusteeson behalfofallthetrustees	Signature	Print	Name	Dateof approval
		Lorraine Olsen		10/05/2023
		CharlesOlsen
				10/05/2023