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 He￿hts Charltable Trust
Other names charlty l• known by
Rogl8t•rod chartty numb•r (If any)
1189465
Charlty8 princlpal addrns8
7 Vernon Road
Saiford
Manchester
P￿l￿d0
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 C￿ndItionS 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 tr￿te•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 aL￿t
th8 charfly's ￿ncIp81
8ourcas of fund8 (Induding
any fundwwy):
hThv oxp•ndlturo has
8UPPOrtad Ihe key obje￿ve1
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 j￿h•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.
R￿P0￿1b1I1t1a$ 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 ac￿rd 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 Re￿1
3tr
Mdon
37,¢16
AR)
40J02
Joi
37A78
••t an
(w tsbl•).
*•d g￿n
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•c￿PWfPayrnmtsj
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
h￿0 ￿1ft Frh*gtsn•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•
f*M7
B3 In¥•#lm•nt •u•t•
Cr•f
D•tsll•
Fund t•t*thleh
Curront ¥il
tio
B4 A•••ts r•tsln•d fr>r th•
chorfty'o own u•0
D•t•lls
Fur)d to whlch
An￿U￿t d
BS Ll•bllltl
Dt￿1 th• tru*t8
SlgnatLYB
Ptht Nam
Datg 01
19101r2026
1lln112028
CCXX R2 O￿ntI ISSI
1W0112028