## **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|