Trustees. Annual Report for the period ,' Period 8tsrt date D#y Month ', Pertod end dalo From Aprll 2024 To 5 Aprfl Reference and adniinistralion details .2025 Section A Charity nam• Sants Barbara Hehts Charltable Trust Other names charlty l• known by Rogl8t•rod chartty numb•r (If any) 1189465 Charlty8 princlpal addrns8 7 Vernon Road Saiford Manchester Pld0 M7 4NW Name8 of tho chartty tru•t•M who manag• th• charlty D•i•• •ct•d 11 not for whol• Ollk• Ilf N•nw of {¢r body) •ntlU•d olnt tru•t•• B8rn8rd Yordley Tracey Y8rdley Trustee Trustee 10 11 12 13 14 15 16 17 18 19 20 Name8 of tho tru8t••s for th• charlty. If any. (for •xamplo. any ¢u•todi•n tru•t0•8) Nama Dat•8 act•d If not for whol• TAR March 2012
Name8 and addr••8•8 of •dvlsorn {Optlonal irfomiatlon) Typ8 of advisor Namo Addr068 Accountant GAHarfs&Co Brulimar House. Jubilee Road, Middleton, Manchaster. Limited M24 2LX Flnanclal Advl8or Pareto Flnanclal P18nning Ltd Clough & Wlllls L8vel 7, Tower 12, 18 22 Bridge Stree( Spinnlngfields. Manchester, M3 38Z 2 Manchester Road, Bury. Lancashir6, BL9 ODT Solicitorn Name of chlof executive or nam08 of Mnlor staff momborn {OptlonJl infomiatlon) Section B StrLlCtiire, overiiance and mana ement De8crfWion of the charlty'• tru•ts Tru8t Deed Type of govemlng document .¢1 (JgMI How tha ch8rfty18 conetituted Declaratlon of Trust Trustee 88le¢tion method8 Appointed by tru8tee8 Addltlonal govornanca IB•UO8 (Optlonal Infomiation) You may choo80 to Include addltlonal Information. where relevanL about.. pollcie8 and procedures adopted for th8 induclion and training of tru8tee8', the charity8 organ18atlonal structure and any wider netrlork with which the charity warks: relationship with any related parties", tru8tee8' consideration ()f major rfsks and the system arKI procedures to manag8 them, Section C Ob ectives and activities (1) To promot8 th8 physlcal and m8nLql h881th of sufferers of thronlc h8alth CndItionS through the provision of financial assistance (2) To advance medical resaarch into thronlc health condiUon8 through the provision of finanrAal assistance (3) To provlde relief from poverty through the provlslon of flnandal asslstanca (4} To advanc8 education through the KYov18ion of firnnckql a88i8t8nc* Summary of tho obJ•cts of tho charlty s•t out In Its gov•mlng documont TAR March 2012
{5) To provkle relief of th086 in need by reason of youth. age, ill health, disability, financi81 hardship or other disadvantage through the provision of financlal 88SiStanc8 Grants and donatfon8 to chariiie8 rneeting the trust's obJectlve8. Summary of the main actlvitiM und•rtakan for tho publlc bon•fit In rnlatlon to them obJ•¢ts (Includ• wlthin thlA 8•ctlon tho statutory daclaratlon that trte•S hav• had r•gard to tha guidancfr luuod by tho Charity Commlssion on publl ben•fit) Addlllonal d•talh of objoctivu and activllle8 {Optlonal irfomwtlon) TAR March 2012
You may ¢h¢xw to Indude further sLqtements. wher8 rel8vant. aboLrt: pollcy on grantmaking., pollcy programm8 related Investment contdbLrtlon made by volunteers. TAR Marth 2012
Section D Achievements and perforniince Totsl of £110.732 donated to 89 chariti88 Qver the year, th8 average being £400, though the largest single don8tion was £2,000. Summary ofthe maln achlevaments of tho charlty durlng th• yoar TAR Marth 2012
Section E Financial review A mlnlmum balance of £2,50018 malntaln8d to en8ure thot mS8Gellaneous expen8é$, Such as thosg rel8tirvJ lo webslte maintanance and other profes8lonal axp8ns88, can be met In a ttmely manner. Wg heva no 0th8r118bllltles that VAII raquirn r886rv8S. Brt•f 8tatsm•nt rf tho charlty'A polley on r•80rv•• D•tall• of any fund• mat•rfalty In d•fflelt Furth•r flnan¢l•l r•vl•w thll• (Optlonal Informotlon> You m•y cho¢x• to Indude addlllonal Informatlon, whore retav•nt aLt th8 charfly's ncIp81 8ourcas of fund8 (Induding any fundwwy): hThv oxp•ndlturo has 8UPPOrtad Ihe key objeve1 of the Irwe8tmant polky and oblectkn8 includlng any othical invosknont poll adopted. Section F Other optional information Section G Declaration Tho tru•t¢•• d•clar• that they h•v• approvèd tho tru8t•e8' rnport •l>ovo. 31gn•d on jh•ll of th• eharlty'• tN•t••8 8lgnatur•(•) Full nam•(•) Bemard Y8rrJley Po•ltlon {•q S•cr•tary. Chalr, Tw8t•e Tracey Yardlgy 1910112028 TAR M8rr* 2012
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Indepcndeiit Exan)iiier's Report Rap¢yt to th• tru8t•osl m•mb•rn of Charrty Nam8 Santa Barbara Heights Charltable Twst On accounts for the yaar ondod 0510412025 Charity no (If any) 1189485 Sot t on pago8 I report to the trustees on my 8xaminatlon of the accounts of the abov8 charity (Ihe Trusf) for the year ended 0510412025. RP01b1I1t1a$ and As the charfty trustee8 of th8 Trust, you ere responsibl8 ft)r the prepar8tlon ba818 of r•port of the accounts In accordance with the requlrements of the Charltl8s A¢t 2011 ('the Acr). I report in respect of my examination of the Trust's accounts carried out under sectton 145 of the 2011 Act and in carylng out my examination. I have followed the appllcable Direth'ons given by th8 Charity Commission under 88Ctlon 14q5Xb) of the Act. I have compl8tad my 8xaminatlon. I conflmi thet no material matters have come to my attention In wnnection wtth the examlnatlon which gives me cause to believe that In, any material respect: accounting r8¢ord8 were rKJt kept In accordance Viith section 130 of the Act or the accounts do not acrd vAth the accountlng recnrds I have no concems and have com8 across no other matter8 In connedion wmh the examlnatlon to whlch attèntion should be drawn in order to enable proper understsnding of the accounts to be reached. ' Pl88s8 dalete the words in ltte tr8ckets rf they do not apply. Independ•nt examlnor'8 Statsmonl Slgnod: Dat•: 1910112026 Nama: Gary Andrew Harrf8 R•l•varrt prof•sslonal qualmcation(8) or body (If any): ICAEW Addr•88: Bnjlimar House. Jubil80 Road Middleton Manchester M24 2LX IER Oclob•r 2018
Section B Disclosure Only complete rf th8 examlner naeds to hlghllght matters of conc8rn (see CC32, Independent axamlnatlon of charity accounts: direotions and guidanc£ for examiners). Glv• hèrn brlof d•tsll• of any it•ma that th• examln•r wl8h•8 to di•closo. IER October 2018
CHARITY COMMISSION FOR ENGIAND AND WALES Ch¢rily Name 8•rrta B•rb•r• Ight Ch•rtt•bl• Tn¥t Receipts and p m•nts accounts CC16a For th• p•rlod from P£rbd 8t8rt dare clate OW4t2a24 To Scctioii A Receipts and payiiients Unr•otnct• fund• RMts1ct•d nd• Endowmont fundB Total lund8 L•t J•ar toth• £ Al Re1 3tr Mdon 37,¢16 AR) 40J02 Joi 37A78 ••t an (w tsbl•). •d gn portfollo wlthdr•wn •ILI,7ZO 9B,DOQ A3P• lo 110,7 rok•r Sub ¢0 I A4 Awt •nd Inw¥trn•nt urchws. ••• tsbl• 7M.Y•I 784Y61 7KT8t Sub total 920.TT4 920,n4 ,920 Pl•t oIr•cPWfPayrnmtsj AS Tr•n•f•r• b•lwwn fund• A8 C•8h lund• IA•t s•r •nd C•8h fund¥ thls y•ar •nd 0347 8.247 11,135 17,382 11.138 17,382 409 11.1 c R1 a¢wunt• ISSI 1W01rd028
Section B Statement of assets and liabilities at the eiid of the period Catègorl•8 unro•trlct•d fund• ID nMr••t£ R•strlet•d fund# End(Mfm•nt fvnd• De¢o118 B1 Cuh lund• to C•h t Alton bmk h0 1ft Frhgtsn•rd Tol•l Cash fund¥ 17.382 Unrn•trfct•d R••Mct•d lund• lund• End¢ywm•nt fund• D•t•lls Oètall Fund towhl b•1 Unr••trlat•d ¢wf•rrt tlon• fM7 B3 In¥•#lm•nt •u•t• Cr•f D•tsll• Fund t•tthleh Curront ¥il tio B4 A•••ts r•tsln•d fr>r th• chorfty'o own u•0 D•t•lls Fur)d to whlch AnUt d BS Ll•bllltl Dt1 th• tru*t8 SlgnatLYB Ptht Nam Datg 01 19101r2026 1lln112028 CCXX R2 OntI ISSI 1W0112028