Registered charity number: 1197902 ## THE STONEBARROW TRUST ## **Trustees’ Annual Report for the period** From **1[st] April 2024** Period start date To **31[st] March 2025** Period end date ## **Objectives and Activities** In summary, the purposes of The Stonebarrow Trust are split between Local causes 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 promote local heritage; to advance the Christian Religion by providing grants to the local church of St Andrew so that it might continue to develop as a hub for wider community activities; 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 charities 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. Grants to organisations relieving poverty and sickness (£7,000) 2. Grants to organisations offering refuge and employment training to homeless (£8,000) 3. A grant to a local organisation assisting with community cohesion (£1,750) 4. Grants to museum supporting local heritage (£2,827) 5. Grants to the parish church to promote wider community activities (£4,576) Locally, charities to benefit from the trust include: a charity for the distribution of aid for those in fuel poverty; a charity supporting the homeless; a hospice offering end-of-life care; support for parish church; support for the heritage coast centre; and charities supporting 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 such 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. 1 ## **Achievements and Performance** The major achievements during this financial period have been: 1. The continued development of the framework for future distribution of grants and donations 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 an ongoing grant and donation policy document. 3. The distribution of more than £24,000 to such charities. 4. The appointment of a further Trustee to broaden advice, guidance and oversight given to the founding Trustees. Where the beneficiaries are charities themselves, the grants and donations from The Stonebarrow Trust have extended the charities’ reach to their beneficiaries by increasing their income. 2 ## **Financial Review** The third financial period for the charity covered the period from 1st April 2024 to 31st March 2025. During this period a total of £64,000 was received as donations and complemented with £16,000 Gift Aid reclaimed. Investment income from the CCLA Deposit Fund amounted to £2,447. As the distribution to good causes was established and developed, more than £24,000 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 £332 remained as a cash fund together with £95,950 being invested in a Charity Investment Fund (CCLA Deposit Fund) pending future distributions. In the light of the policies of the incoming Government, donations have increased considerably this year because of the wish of the principal donors to mitigate future inheritance tax liabilities. 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 necessary to hold specific reserves against potential expenditure costs in the immediate future. The charity’s current principal source of funds is from donations from the principal trustees together with the associated Gift Aid recovery. The investment policy is to 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 trust: |Description of charity’s trust:|| |---|---| |Type of governing document
(trust deed, royal charter):|**Trust Deed**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|**Trust**| |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|**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**
**Charmouth**
**Dorset**
**DT6 6LR**| 3 ## **Names of the charity trustees who manage the charity** |1
2
3|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or**
**body) entitled to**
**appoint trustee (if**
**any)**| |---|---|---|---|---| ||Roger Leslie
Sansom|Chair||| ||Elizabeth Joy
Sansom|Treasurer||| ||Christopher
Roger Butler||28thDecember 2024
to 31stMarch 2025|| ## **Declarations** The trustees declare that they have approved the trustee’s report above. Signed on behalf of the charity’s trustees: |Signature(s)||| |---|---|---| |Full name(s)|Roger Leslie Sansom|Elizabeth Joy Sansom| |Position|Chair|Treasurer| |Date||| 4 I IHARttY (OMM15510N FOR INGLANDAND WUE5 The Stonobarrow Trust 1197902 Receipts and payments accounts CC16a For the perlod from ril 2024 31st March 2025 To Section A Receipts and payments Unrestrlcted fund8 Restricted funds Endowm¢nt funds Total funds Last year to th• n*or•st toth• noaM&t£ to th8 ntrareJt£ to th8 n8arest £ thè n*arest£ A1 Recelpts Don8lion5 GiftAd re(x)very CCLA Investment In¢or( 64,000 64.000 16,000 19,6ts) 4.900 1,503 2,447 ross Nncome or ARJ 82,447 82,447 26,003 A¥¥et and Inve8tment sa (see tablel. COIF Charitlès De es, slt Fund 3,000 3.000 5,¢YJO s,000 Total receipts 88.447 A3Pa ments Lotal Cornmunity Cohesi Local Heritagtr L<)c21' Homdess. ￿f￿ge and training Lrol Rdiefofpovarty and wckness Local" Chnstsan Religion World Relial ol poverty and 51rJ(ness Wortd Homeless. refuge and training VIG4rs Reliaf Fun(ts Mental Health 1.7SO 2,827 2,000 5,000 4,578 1.750 2,827 400 4,576 2,000 2,500 8,000 8,000 2W 500 11.600 Sub total 24,1S3 24153 A4 Assèt and Inv•stment urchas•$ see table COIF Charitl•s De oslt Fund 82.447 62,447 20.000 Sub total 61447 62.447 86,600 86,600 31,600 Net of receipts/(payments) AS Transfers be￿een lund8 A6 Cash funds last year end Cash funds this year end 1.153 1,163 597 332 332 597 CCXX R1 accounts Issi 2110512025 Section B Statement of assets and liabilities at the end of the period Unrestrictsd funds to noarest£ Restricted funds to r*artst £ Endowment fund$ CategorÈès Detsil$ tr* nearest £ B1 Cash fund8 Uoyds 8u5ine¥8 Cun￿￿tA￿0unl Total c&sh funds 332 bathne41*Ith recelpts an¢ wment$ Unr•strlcted funds to ne8re8t£ Rgstrieted funds to nearo8t£ Endowmènt fund8 to nea￿t£ Dgtalls None 82 Other monetary as80ts Fund to whlch a550t bplon 0gpo8it Fund Currentvaluo Details CCA COIF Chariti25 Dèpo$l Fund Costlopitonall B3 Invg$tmont a888ts 95,950 Fund to whlch assèt belon ¢081 lopUonall CuffertY•lue lonal Details B4 Assets retained for the charity'$ own u8• Fund to whlch rolata8 Amounttlug onal When due ional Detatls None BS Liablllties SigngLI by one or ￿ twstee8 on behaw of all the tru$18es Print Name Date of roval Signatu R.L.Sansom 2010512025 E.J.Sansom 2010512025 CCXX R2 accounts ISSI 2110512025 The Stonebarrow Trust Registered Charity No:1197902 Independent Examiner's Report To the Trustees of The Stonebarrow Trust I have satisfied myself that the Charity is not 5ubjert to audit under Company law and is eli8ible for independent examination. Respectlve responslbllltles ol Trustees and Examlner The Trustees are responsible for the preparation of the Accounts. The Trustees con54der that an audit is not required for this year under section 144121 of the Charities Act 2011, the 2011 Art and that èn independent examination 15 needed. Basls of Independent Examlner's Report My examination was carried out Sn accordance wlth the general directions given by the Charlty Commission. An examination includes a review of the accountin8 records kept bythe Charity and a comparison of the Accounts presented with those records. It a150 includes tonsideration of any unusual items or disclosures in the Accounts and seeking explanations from you as Trustees considering any such matters. The procedures undertaken do not provide all the evidence that would be requlred in an audit and consequently no opinion is given a5 to whether the Accounts present a'true and fair vie￿, and the report is limited to those matters set out in the statemerht below. Independent Examlnerfs Statement In connection with my examination of the accounts no matters have come to my attention.. which gives me reasonable cause to believe that, in any rnaterial respect, the requirernents: to keep accounting records in accordance with section 386 ofthe Companies Act 2006,. and to prepare Accounts which accord with the accounting records, comply with the accountin8 requirements of 396 of the Companies Act 2006 and with the methods and principles of the ststement of Recommended Practice.. Accounting and Reporting by Charities. have not been met.. or to which. In my oplnion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Slgned Date IG £ I Robert Hughes ACMA Thurleslone Westcliffe Road Charmouth Dorset DT6 6BG