2024-04-05-accounts - The Stirling Trust

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CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees' Annual Report for the

period From 06-04-2023 Period start date

To 05-04-2024 Period end date Charity

name: The Stirling Trust

Charity registration number: 1189164

Objectives and Activities

S ORP 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.	Thefourth year have seen the Charity move forward
	• - aginconcentrating more on the therapy aspect.The new fields withthelocal farmer has madea big difference for the rotation and maks happy horses
	We had been expecting to appoint new trustees onto the charity during 2024.
	However,as the charity continues to focus on the therapy aspect we continue to pospone this until further notice.
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 Commissionand whilst the charity is now able to carryout activities as originallyplanned; test visits continue tobe implimented.

Additional information (optional)

Y ou mav c h oose t o . me I u d e f u rth er s t a t ements w h ere relevan t a b ou:t

	SORP reference
Policy on grant making Policy on social investment including program related investment Contribution made by volunteers	Para 1.38 Para 1.38 Para 1.38	The Stirling Trust does not currently make grants The Stirling Trust is not currently in a position to make any financial investments. Volunteers continuehelping in the care and exercising of the horses. The charity now haveseven regular volunteers who help with daily duties. Itcontinues to be a challenge to appoint volunteers due to the protection of those who use the charity for therapy purposes. This all forms part of the safeguarding procedures we have introduced.

The trustees continue to work on the Other Horse Therapy.

Achievements and Performance

	SORP reference
		All trustees involved with all residents
		have been receiving further education in
Summary of the main achievements of the charity,	Para 1.20	social care, counselling techniques, dealing with depression and anxiety and
identifying the difference the		many more.
charity's work has made to
the circumstances of its
beneficiaries and any wider		All of our residents now have one
benefits to society as a		common purpose, therapy, and we have
whole.		no longer plan to relocate anymore
		horses, as in previous years.
		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		Thefourth year have beeneven morepossitive and the resultsachieved are encouraging. The veterans benefiting from the charity are all using the therapy project to gain confidence adjusting to civilian life.
Performance of fundraising activities against objectives Para 1.41 set		Fundraising, although easier with involvement of thepublic, has taken a downturn largely due to the cost of living crises. Larger companies havenotbeen donating to the charity as well as in year three.
There were no investment objectives set for thefourth 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 three 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)

Additional information (optional)	Additional information (optional)
You may choose to include further statements		b 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 still
		being sought. The planned action is
		continuing.
		Investment policy is part of the planned
Investment policy and objectives including any	Para 1.46	progress.
social investment policy
adopted
		The main risk to the charity iremains a lack
		of
A description of the principal	Para 1.46	funding. The permanent residents need
risks facing the charity		dailycare regardless.
Other		Currently the risks are small however, as
		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) Date 12th May 2025

Charity Name		No (if any)
The Stirling Turst		1189164
Receipts and payments accounts			CC16a
For the period from	06/04/2023 Period start date	05/04/2024 Period end date To

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 9,559 - - - - - - - 9,559 - - - 9,559 9,795 - - - - - - - - 9,795 - - - 9,795 - 236 - - - 236	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 9,559 - - - - - - - 9,559 - - - 9,559 9,795 - - - - - - - - 9,795 - - - 9,795 - 236	Last year to the nearest £
	9,559				1,727
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	9,559				1,727

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					1,727

	9,795				1,104
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
**Sub total **	9,795				1,104

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*
					1,104

	- 236	-	-	- 236	623
	-	-	-	-	-
	-	-	-	-	-
	- 236	-	-	- 236	623

CCXX R1 accounts (SS)

12/05/2025

Section B Statement of assets and liabilities at	Section B Statement of assets and liabilities at	the end of the period
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details Details	Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Lorraine Olsen Charles Olsen	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
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			-
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			When due (optional)






			Date of approval
		Lorraine Olsen	10/05/2024
		Charles Olsen	12/05/2024

CCXX R2 accounts (SS)

12/05/2025