THE STONEBAIIIIOW TFIUST Registered charity number.. I197￿2 Trustees, Annual Report for the period From To 1st April 2023 318t March 2024 Period start date Period end date Objectives and Activities In summary, the purposes of The Slonebarrow Twst are split between Local cause5 and International causes. 1. Locally= to relieve sickness and poverty, to help young people develop their personal abilities to become valuable members of society., to advance the Christian Religion by providing grants to the local Ghurch of St Andrew so that it might continue to develop as a hub for wider communrty activities- and culturally to educate the public in the art and science of music,. and to promote community cohesion. 2. Internationally.. the purposes extend to the relief of poverty or sickness anywhere in the world through grants to established tharities in the specific areas of providing refuge for the poor and suffering in Africa and helping them to develop skills to help them gain employment self-sufficiency in the future. The activities undertaken by the charity during this financial period are.. 1. A grant under the 'Vicars Relief Fund, whereby the local clergy have been given the discretion to award grants to parishioners who demonstrate their need for emergency living costs, similar to the London-based Vicaff s Relief Fund operated by St Martins in the Fields. {£200}. 2. Grants to organisations relieving poverty and si¢kness (£2,500) 3. Granls to organisations offering refuge and employment training to homeless 1£6.000) 4. A grant to a local organisation assisting with Gommunity cohesion {£400) 5. A grant to an organisation relieving mental health problems (£500) 6. Grants to the parish church to promote wider Community activities (£2,000) Locally, charities to benefit from the trust include.- a charity for the distribution of aid for those in fuel poverty.. an organisation which helps the public with their food poverty issues., a hospice offering end-of-lrfe care- and charities developing local community cohesion. National and international activities include the making of donations to established charities for.. assistance to orphans to acquire skills and develop future employment opportunities., provision of refuge for those who, through poverty or sickness are in need of suGh refuge. The trustees can confirm that they have had regard to the guidance issued by the Charity Commission on public benefit and have applied such guidance to the activities stated above. Achievements and Performance The major achievements during this financial period have been.. 1. The continued development of the framework for future distribution of grants to charities with objects consistent with the purposes of The Stonebarrow Trust, both locally and internationally. 2. The documentation of a list of preferred such charities which is developing into grant and donation policy document. 3. The distribution of more than £11,000 to such charities. 4. The encouragement of the development of the 'Vicarfs Relief Fund, for the clergy of the Golden Cap benefice of 12 local churches to identify the most vulnerable people in need of assistance. The scope and limits of such granls lo people in the general area who seek emergency living expenses is in the process of being further refined for the coming financial periods. Where th8 beneficiaries are charities themselvès, the grants from The Stonebarrow Trust have extended the charities, reach to their beneficiaries by increasing their income. Where the beneficiaries ar8 ￿rsonal, as in the 'Vicar's Relief Fund,. the difference made is more direct, lifting the people Con￿rned out of a sense of desperation and despair. Whilst this help is focussed on a smaller group of people, it is available via the local clergy to the most vulnerable in the local vicinity. Whilst difficult to prove, such limited assistance may benefit society as a whole (or at least in the local area) by intervening early in situations that may become more expensive to resolve in the longer tem. Financial Review The second financial period for the charity covered the period from 1 st April 2023 to 31st March 2024. During this period a total of£19,600 was received as donations and complemented with £4,900 Gift Aid reclaimed. Investment income from the CCLA Deposit Fund amounted to £1,503. As the distribution to good causes was established and developed, more than £11,000 was distributed to good causes both locally and internationally in line with the trust's objects set out in the trust deed and more than double that of the previous financial period. At the end of the period £1,485 remained as a cash fund togelher with £36,503 being invested in a Charity Investmenl Fund ICCL4 Deposit Fund) pending future distributions. With the relatively simple structure of The Stonebarrow Trust and the on-going development of future plans, no other expenditure was incurred during the current period of operation. It was not felt ne￿SSary to hold specifi¢ reserves against potential expenditure costs in the immediate future. The charity's current principal source of funds is from donations from the principal trustees togelher with the associated Gift Aid recovery. The investment policy is lo invest surplus funds pending distribution in a Charity Investment Fund account with CCLA Investment Management. As the distribution policy is developed and refined, the plan is to distribute a greater proportion of the income each year. Structure, Governance and Management Description of charity's trusts.. Type of governing document trust deed, ro al charter How is the Gharity constituted? (e.g unincorporated association, CIO Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Trust Deed Trust One or more trustees may be appointed by resolution of the trustees at a special meeting according to clause 15 of the trust deed. Reference and Administrative details Charity name.. The Stonebarrow Trust Other name the charity uses.. No other name used Registered charity number- 1197902 Charity's principal address.. Bracoden Lower Sea Lane Chamiouth Dorset DT6 6LR Names of the charity trustees who manage the charity Name of person lor body) entitled to appoint trustee {If an Trustee name Office lif any) Dates acted if not for whole year Roger Leslie Sansom Chair Elizabeth Joy Sansom Treasurer Declarations The trustees declare that they have approved Ihe trustee's report above. Signed on behalf of the charity's trustees.. Signature(s) f,Jl, Full name(sl Roger Leslie ansom Elizabeth Joy Sansom Position Chair Treasurer Date low Tho Stonebarrtsw Trust 1197902 (HARIIY (OMMISSIQN FOR tNGiANOANg Receipts and payments accounts CC16a For the perlod from ri12023 31st March 2024 To Section A Receipts and payments Unrestrict•d funds Restricted fund¥ Endowm•nt funds Total funds Last year to the no8rn8t to th& nwrest £ tothp n8awtÉ toth• neare8t£ to thp neafe8t £ A1 Recel ts Donabons Gift Aid recovery CCLA InVeS￿￿ent iFK¥Jne 19.600 4,900 1,503 19,800 23,200 5,800 1.503 tota ross income or AR) 26,IX)3 26,003 29.WO A2 Asset and Invostment Balès, 13ee tablel. COIF Charities De oslt Fund 5,000 5,000 31,003 A3Pa 916 Vicars Relief Funds Community Cohesion Rtliel ol Poverty and $1ckntS8 Hotn8kSS retwe arbd training Mental Health 200 400 2,500 6,000 500 2,000 1,500 500 2.000 1,000 5,415 Disasier relief Sub total 11,600 11,600 A4 Asset and investment rchases see tobl8 oslt Fund COIF Charlties De 20,C4JD 21.503 21.503 Sub total 21,S03 21,403 20,000 33,103 33,103 25,415 Ngt of receipts/{paymonts) A5 Transfers between fun(Is A6 Cash funils last year end C8sh funds thls year wjd 2.100 2.100 1,485 1A85 3.588 CCXX R1 accA)un15 ISSI 0810512024 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to thearest E Restricted funds to Doarost£ Endowmen¢ fund8 nea￿$t f Categories Details Bl Cash lund$ Lloyds Bu51nes8 Current Account Total cash funds 1,485 bg1yrnvAth re¢eW8nd payments acc(vJThti$ll Unre#trlcted funds to nèarost £ Restrtct•d funds Endowment fund¥ to n￿rest £ Deiails Nofte to noaro8t£ B2 Other monetary a8S9ts Fund to whlch aJ88¢ ￿lOn D8POSIt Fund Cos* loptionall Current valug tsonal 36,503 Details CCA COIF Charities Deposit FUNS B3 Investment assets Fund to whlch a55et bfrlo Cyrrgnt value Cost lopuonall Details None B4 As$ets rotained for the charity'$ own uso Futhd lo whSch late6 Amount duo lonal Whon due tional Detai15 Nore 86 Liablllti88 Date of roval Signed by on8 or tfustees on behaff of all the trustee5 Print Name Signature R L.San$om 2410412024 E.J..Sansom 2410412024 0810512024 CCXX R2 a￿unt8 ISSI