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

~
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....||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| 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 1 |**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)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Lorraine Olsen|10/05/2024| |||Charles Olsen|12/05/2024| CCXX R2 accounts (SS) 12/05/2025 2