Ch•rity te8istsats nthber. 204626 St Anthony's Trust forthe Yar EThJ¢d 31 March 2024
St Anthony's Trust Contents Reftrence Adminigfrntiv¢ Details Trllstee$' iieport 2to5 Ststement of Tru5tees' Re$pon$ibiliti¢s Independent ExAmineeg Report Statement of Financial Activities 8t09 BAlance Sheet 10 Note5 to the Flnlnclal SThwm¢n Ilto22
St Anthony'$ Trnst Reference and Admi4i5tratiYe Detsils TTuJ¢ffs S BJaxlaThl d¢ lan8e J Reeves B Swain K BeaTMh Prin¢ipl Offie• 39 High Street TN33 OEE Charlty RetIon Number 264626 BADk¢n HSBC Bank pk 38 Lonth)n Ro East Grinst West Su55ex RH19 IAB IDd¢pelldent ExAthiDer Manningtons 39 High Street Battle TN33 OEE Page I
St Anthony'$ Trust Trustees. Report The truste¢5 pf¢s¢ibt the annual rep)rt 1¢8etr¢r with the financiaj sW¢rn¢nts of the charity ftir the ye¥ ended 31 March 2024. The trustr¢s seTred during the yeuand up tythe d of this remare set outon ph8e l. ObJ¢e¢lva aetlvltl Objeds olmf The objeets of th¢ charity are dvK¢m¢nt of edu¢ion and healthw¢ with pArti¢ular regard to the principles and Met1 of Rudolf Steiner, with anph&sis on the e5tabli5hment and operntion of a8rieulDJrnl and horticul¢uTwI irtin8 centres bÈ5¢d on bldyIniC asrieulllnl techniques wtll the relief of the a8ed impot¢nt ond poor or •ny other ¢harithble purFrf)ses as th¢ may rex). OblddlKs, Slr¢¢tla 4ndodl¥tsles The principal strategy of the chtrity 15 to act U • gJPF•)rti¥e investor in hcililie5 to be pvovided to or8&nis&tioni pursuing aciiviiies within th¢ charitys objects. To this end the chwity Old Pl•w Hatch Fm and Tablehum F•mb and r¢n¢s th¢m via • l¢ts¢ to the individual fms io oper¢ as biodymmic 08ri¢ulwrnl f•mhS #nd trainin8 c¢niTes. The ¢h•rity also OTb8 Rxhel Cson C¢ntr< a buildin8 and lknd fomKAy used u a c¢ntre for b)dyrwnic trnining. It is now leu¢d to the Ernenon College Tn1 for ¢dtIonal actiViiie5. The charity alw mkes 8rthts in 4pwprith circumstsne¢s for trainin8 purpm for better public acwl to activities relatin8 to ¢•re for the Iubd and envimrttmcni. On the 28th of December 2022, th¢ Tru I¢red a priv& lirnitrd comPY St. Andw's Trust Limited. reBisteRd in En8l•nd knd Wales under compby number 14558593. S¢. Anthony's Tn1 Limited was given clwithble ststiis on the 18th Ay8USt 2023, chwity numbtr 1204401. Now the trust is ift the prn¢ess of transferrin8 all Assets to the new Charitable Company Limited by Gurant¢¢. This is rIed out with the of a specialist charity solÉ¢iiOr. The Tntst has also en8a8ed ¥ prof¢5s1ol advisor &ssiM the boArd in ensuring th¢ Tn1 is compliant in ill ortas with letting a8riculturai land and buildin8S. thLrinB this process. several policies 8NI procedures have been created to ensu the trusi is tomplitht with re8ulatw)ns. Duri thi$ P¢Tiod the Tn has corAinued w WDrk with their tTry¢ar and fivw fuwi¢l plan& focusing on four main ¥r¢as: l. Finalising the movement to a CLG 2. Biodynomic edu¢ation. 3. Raising ndOnationS for Land purchase for land security 4. Up8radin8 cw land holdings and leases. The invited ihe famis to present irnprovement plans so the Chlty could wnsidwthese in trKir piAMin Publ1¢ fyenejli In setting the Charitys objtttives aftd plamiin8 its act1vt the trustees hve given consideration ty the Charity Commission guidance on public benefit. Student groups of all ages visil the fms through school visits young farmer groups and volwiteers. Both famis alg) prnvide culturnl ed10n activilies SuPrted by the Trust swh farni walk& extensive OlAsS for voluntrers and open day The trust¢¢5 nfIn that they have complicd the requirernents of Section 17 of the Charities Act 2011 to have due r¢8•rd to the public benefit gUide publisFd by the Chxity commissi for En8larKI and W81¢5.
Si Anthony's Trust Trustees, Report Gmftkmakillgpllcl Gr4n15 m•y be awarded by ihe In]st¢¢s to inTrtionS OT PTojeets m¢¢ting the ¢haTitable objectiv¢s of trust {dep¢nd¢nt urKJn av8il)bilityl. Grant app1lL)fi1 arc thrised irylividudly, ac¢ordin8 to m¢rit. A l1¢Y for offering aftd approviD8 Brants has been apprDve4 followin8 Chlty Commission's 8uidanc¢ (spe¢ific Buidelines in "les your decision.. Charity th¢¢$ aDd thESDMakIn8- and "ComplifjtK¢ Toolkit.. Protectin8 Charities from Hwm- Chaott 2: Due dili8en¢e. jw111& and verifyin8 the end Use of chrityble fithds"). A¢hlevem¢ots Ind p¢rf•rm#¢¢ The Trust has MDrked 4nd suptK)rt¢d both fanns dev¢lop BD ¢dU10Th&[ fam)ing aThl gardenin8 throu8h pr¢n¢i¢eship5. int¢rrkship& cowses event& voluneTS lotments and other edtscationalltraLIIitt8 seh¢mes. We ensure thrnugh our leases that 1 land lea1 is fantted followin8 bInIm1¢ prnc¢i¢¢$ 4$ hr as p)ssibl¢. Plaw Hw¢h Fum o)ntinl a TAluabl¢ r¢sowtt for edwfx)n and During the 2023.24 fInuLql year. the farrn provided 8pprenti¢eships in Ix•th th¢ gathn •nd on th farm itself, with plans to potentialty explftd the pro8r4m to four apprentices to offsd the loss of sthi plxernents from WambondCTlf College due to Brexit. The f8Th also hosted visits from Wal¢)rf schth)I childreTh aThJ Gerrnan exchkn8¢ $tydents. offering ndsOn 1¢4rnin8 experientts in 8griculnwe and gardenin8. Durin8 the sprin& Plaw H#t¢h Fwrn 100 5tsdents from seven Waldorf Sch1$ for a 3-5 d#y immer5iv¢ ¢xperiertce. The chilthn participated in a variety of hondswon •ctiviti¢8 in¢ludin8 anim we, egg colledion. rnilkin8. They also toura the vc8etable 8arden knd dairy 8aining valuable insights into the rum-4&ble process and the prin¢ipl¢s of biodynami¢ farniin8. This program fosters un&rstAndin8 of gu51ainobl¢ •nd ¢onneets ¢hildr¢n with the sourc¢ of their (c ltt Jdition ty forn5 •wr¢ntic¢ships and s¢trml visits. Pknw Hatch Fwm pmvide$ on801 sthff uyiniD8 to •Mur¢ ompliance with fety re8ul•iions and besi prlee$. UnfortunlY. Brexii hay 518nifKsntly impict¢d the fwm'i ability to host iniernatioml volunteern Itadin8 to a loss of viluAbl¢ trnining opportynilie5 4nd inue•5ed staffini eosts. Despite these challenges. Pliw Hatch Farm wemains commitkd to its edUClon mission. The farni continues to host lou for local 8roup& focusing on biodyn•mi¢ fwming p11¢¢$ and eommwiity4UPPOrted ¥i¢ulture. Daily inltraetityty with ¢wtomer5 in th farm sl#)p also prnvide opportunities w edu¢at¢ th¢ publi¢ •boui the principles of b1(ynaMiC fwmin& Tabl¢hur5t Farrn wn¢inl its commiknent to eduuiioTh And kniThin8 during the wt yw. with a pIrtilIT focus on apprenticeships and s¢h¢N)I visits. TMYJ new ¥pprentitts beg•n their tyear BiodyMmi¢ Agriculturnl College work-based trainin8 proiram #t the farni. Both apprentices lI¢1pted in various farni thsks, 8ainin8 experience in different are of tarn, and attended BDAC semin. Tablehursl Farni also hosted seven school visit4 providing Students with hands-on lewning experiences ID btrnwni¢ a8riculNre. These vistts included 8roups from Waldorf khool$. 85 w¢ll a5 those arranged ihrou8h Country TntsL which serves ChildTr from uThdcrprivile8ed f111¢5. To sUPPOrt these atIonal effort& Tablehwm Farni re8isred with DEFRA'$ EdatiOn A#¢51 scheme, making them eli8ible for finaneial subsidiu f¢r hostin8 visits. In dIllon lo vi3its. Tlblehurst F•rn? tkomed sthff members frnm Plattet Ck8ani¢. A Icrt•l orgkni¢ lupennarket chain, ftir farni UrS focused on ory#nic and bictynthic famiing prxti¢es. These tours provided valuable insights inw SUSthinthl¢ food production for employee5 of the $up¢nn¥rkeL sty¢n8th¢ning ¢h¢ connection b¢twreTh producers rttsilers. Tablthursr Farni p]ns ¢ontinue these coliaborions in th¢ fithw¢. fiLrth¢r ¢xpknding its Th impla within the organic food COMMlty.
St Anthony's Trust Trnstees, Report In addition to the led5CS givcn to the two fann4 ¢h¥ity also leases a small plot of land to a bi(Ktynamic farnier 2nd the Raehel Carson Cetltre land and buildin8 to Emerson College Tbvll. In leasing the land Emerson, the Trust has agreed that part of that lease will involve subletting the prowty to The Healing Garden (a BD medicinal garden). This year. thc trust rcvicwcd the lease with Emerson Co15ege TrnsL and the long ternl p]an ftir the land and the Rhe1 Carson Center. ensurin8 that they remain for Blodynn1C education and activities. The trust srarfed # revision process of the Lea held with the rt) f8mis. The main objectr¥es of this prrKe5$ 1$ to en5UT¢ are secured for BD farn)ing and trKhÉng. and that the farnjs ar¢ wrJrkin8 in aliwent with th¢ trust's objects. The Trust hosted a work51Jop at Emerson Colle8e, ltsj by Dr. Neil RavencrolL to addre55 the rKcd for impmYtn8 management and leadership training in the biodynamic farrning sector. The event drew SO participants ftom various UK agriculttwai sectoo including biodynamic famiin& 2grr¢cology. and wiculturnl education. The workthop began with ftused Broup discussions to identify key ISS followed by an ifydepth exploratiort of these issues sing the Wodd Café method. Dr. R3v¢JKroft compiled the wDrkS1's kcy finding5 into an article that distribut¢d to P8rticipants and published on the Tntr$ M%bsite. As a result of the Hrksh. numerous organisations expressed thcir commitment to improving bicwtynamic farnj mgn88rn1 tsJiniD& and s¢v¢rJl other5 hwv¢ ¢otrtinu¢d ¢0 develop training programs in agroecological and Tf8enentive farniing. Thc continued uplaling its Yhrbsite its pttseJKe itt the communty'n¢w Piett and articles were added, and the Tern and Conditw)ns and GDPR wlicies wEre reviewed and pyblithè FiDantlAI review In thxs peri(Mt the Tn offered gT80ts to the famts, aiming to llhpEove the irrtr Cover apprenticeship livin8 ¢05ts. The fimds cam¢ frnm lega¢ies re¢eived in the p5t periLhJ. Tablehuwst Fann received one grnnt to supp)rt a BD apwentice aThl awther 8r¥nt is being used to improve the itsi's infrasNcNre, which in the end is used for BD farming and trainin& Plaw Hatch Farm rtceived amther grant which was ed to renew the xcommod*ion for 3 BD farmer. The hous¢ is owned by St Anthony's Tnland its refurbishn)ert implies the trust's capital maintenatKe Wrk A sm¥ll p¢w¢D¢ag¢ of the l¢ga¢ies received ha5 been alh)cated kn the ovedth of the TrvsL in particular, the legal sts incurred in ¢hanging our ststus and bringing all dention up trj date. Tnstees have prioritised fllwjirtg tsiet with asolid financial backwnd to join the boar Polley on reserws As has long bttn the Tn¢S practice. erVeS will be maintained to LX)ver basic nmniftg costs. New projects will only be undertaken or in1111¥¢% supwrttd when ftsDd% held by the To perniit. Fr¢¢ reseThes the year4nd date amounted to £81,075. lnVerfmipQ1Iq tTudobiedives Th¢ tnthes have unlimit¢d inv¢stm¢ni Cymtty the charity fyvo freeknld fann properties a5 programme related investrnents. a8 as other small in•Kslmats in Steirw related or8anisations. Gener funds not desig[d are held for eurrent purN)s¢s. The main income. ap from ehar8ed to the fatrns for the Tn is frorn thn#tions for publicly specifi projects and from rmsional le8acie P8&e 4
St Anthony'8 Trnsl Trnstxi, Report StTv¢tsr& s0venO¢t Ind Nt7lure of8overnlntd0MEK# St AnthOrt$ Trust is goverrKd by its tryst d¢ed 1st AU 1972 and supplemmtary 25th January 1975 and is a ¢htrity re8iSred with the ClrI ComrnisSX. Incorporned in Dec¢mkr 2022 with comparty nmber 14558593. Si Anthon$ Tnt LÉmit¢d is govcrned by its Memorandum and Articles. St. Anthony's Tnt Limiied was given ehtirithble slalus on the 18th 2023. h8rity number 1204401. Now the trust is in the Proc of bftrrltt8 411 &ssets to the new Chvithble Cornpany Limited by GU¥tee. Recrnlimemi andoppol4¥imrtolin¢sfe¢s Pow¢r of #pin1ct knd removal of trusiees is V¢ed in the trustee5. The Trust is r¢cruitin8 new twstffs beJrin8 in mind the skills needed on board and divernity ag 11 b¢in8 i8Md with its purposes. Induc(ItM qndfrnlnlng lirnsi¢es New tswstees undergo orienthtion sessioTh kn brief them on their le1 obliytion5 under charity l•w, th¢ ¢onteni of the trust deed the de¢iiioThlkln8 prn¢¢ss¢s. the futsw¢ plans the recent financial perf0mwc of the Charity. In the period 2023 - 2024, te¢ EnIng carried durin8 tryst¢¢ mediny •nd by th•ll. on the basics of bein8 a chlty trujtte . The fo9 dwing this per)d wjs On nItoring th¢ end u5¢ of fvnds. off¢rin8 8rnnts and •cceptin8 donatiom. Thue w%rt found kn be very Bood thl w%r¢ rnly ippre¢la. 0r84nlsqdon41rnr¢ Th¢ ITh$1 m¢et re8ularly rnwge the thirs of the ehvity. M4Jtv rlJs 4ndmAnwlofthose rfss The tru5¢tt9 ha • risk m•n•g¢mwX 5tyai¢8y whi¢h eompTises An oAgoffi8 review Of risks the charity rn•y f2¢e; the establishment of Jystemx procedurts to miti8 the ideniifjed risk4. and the impkm¢ntAtion of prottdur¢J desi8n¢d io minimise aThy Wential impact on the chlrity Should those risks merialise.
St Ath0. Trll giv¢ a tm¢ aod hir view of th¢ 3thre of affaits of th¢ cPrity MI of the iDc4xw r¢xNMEe5 application of
St Anthony'8 Trnt Independent EIaminerfs Report to the trostees of St Anthony's Trust I report to the tharity trwtees ¢)n my exarnination of th¢ of the chxity for the y¢ar ¢nd¢d 31 Mvch 2024 which are set out on pages 8 ¢0 22. Resp¢th rtspowlblmttu of trnsteej and ex•MlTher As the ¢harity'S trust¢¢s of St AnthOnS Tn you resp)nsible for the prtparTh of the accounts in a¢¢ordm¢e with the requirements of the Chariii¢s Act 2011 ('the Arf.). I report 111 respect of my exkn1iTtIOn ofthc St Aniws TnL4es xcowits caffied out Under sectb)n 145 of the 2011 Act and in wing out my ¢xthination I have followed all the applicable Directions 8iven by the Ch#Tity Commission under s¢¢tion 145(SKb) of th¢ A¢L Imdeptttdent ex•mlTher'i thtsment I hive ¢ompl¢t¢d rny ¢xaminafion. I mnflm that material hwe come to my Attenti in connection with the examination giving me cause to believe that in any nmterial resp¢¢t: I, wurttin8 ttcords 1¢ rtot kept in ttspeet of St Anthon8 Trust u wtqUif¢d by section 130 of the A¢¢ or 2. the #counts do not accord with records. or 3. the #teourtts do not eomply with the aCCOUniing wir¢ments conc¢min8 the fomi Ind lIent of x¢owits $ out in th¢ Charities (Accounts and Rep)rts) Re8ul81ions 2008 oiher than any requirement th•t th¢ xwunls give a'tru¢ hir whith 13 nol J considered Of kn in&nt eXnItiOn. I hJv¢ no Co¢ #nd hav¢ ¢ome tross no other motters in connectw)n with the examination ty whi¢h •tknilon iknuid b¢ drawn in this rnport in order ¢0 ¢nabk a proper und8 of the lctourtts to be re&dd. R T K Walsh FCCA Manninwons Chartered Accountants 39H1 Str¢ei B4tt1¢ East Sussex TN33 OEE
St Anthony's Trust ststement of Financial Activities for the Year Ended 31 March 2024 Totsl 2024 UttrestTi¢t¢d R¢5¢Ti¢ted Note Ineome attd Endowwents from: Donations and legacies Other trading aciiviti¢s Investhient incorne 622 627 57,358 622 627 57.358 Total Income 58,607 58.607 Expthdithre Ch&ritable activities Governance costs 1105.6911 19,678) (105,6911 (9.6781 Total Expenditure Net movement in ffijnds 115J69 {115,3691 (56.7621 (56,7621 Totsl fvnds brought forward Total funds carried fonvard 2,455,850 643 2.456.493 18 2J99,088 643 2399731 The I1¢$ on pages I I to 22 fomi an inte8ral part of th¢5e fin4n¢i81 slat¢ments. Page 8
St ADthooy'$ Tru StAtement of FInane1 Adivities for the YeAr Ended 31 March 2024 Totsl 2023 Unre5trkt¢d Res¢Tletsd Note IDcome and EndowtheDts lrnm: Donations and legacies Other traditt8 a¢tiviiies Investsnent in¢4xne IOJ84 531 57,550 10,704 531 57,550 TO1 Inc4)me 68.665 120 68,785 Expendlthtt ott: Charitable Activities Gov¢rnAe costs (33.149) 10.032 (789) (33.938) 10.032 Total ExpthdÉtiW¢ Net ineomellexpaiture) Gross trnnjfers bettt fiD (43.181) (7891 43,970 25,484 {6691 {1.129 24.815 Net mov¢men¢ in 26.613 (1,791) 24.815 RettyTrdlltl•n TO fvnd$ broUt foTwrd Totsl fundi Carri fonyud 2.429237 2.431,678 2.455.850 64J 2.456.493 All of charity'g xtivitiu deriv¢ frnm contrntsi ¢)p¥auons thwin8 tl* Alw¢ p¢rioth. The breakdown for 2023 2024 is shown in 18. The Th)tes on po8es I I to 22 forni an int¢8rni part of these finwKiol slaiements. Page 9
St AnthoJy'8 Tru (RwstrAtloD number: 264626) Balance SIet A8 at 31 Marcb 2024 2024 Note 13. 14 2299J8S . 1305,433 Curr•llt M•¢ts 15 16 29.367 103.851 141 157 758 133218 157,899 Credltorn: Amounts fallkn8 wlthltt y N¢t¢rr1 17 151.060 N¢t Almts 4d• of the ¢haTIty: 643 043 2 433 850 Tthl foDd• 1456493 Th¢ on PA8eJ 8 to 22 Approve<l by tho tnwteeA. •Ixd for on 19 November 2024 *lld iiped 0nthwbelIr by: P•8e 10
St Anthony's Trust Notes to the Financial Statements for the Year Ended 31 March 2024 l A¢¢olln% politt Stttmtht ofeomplknnee The finanaai statem¢nts have bc¢n pr¢p•rcd in ¥WTdance with Aceoyntin8 RevrtIn8 by Chartties: Ststernent of Recommended Praciice applicable kn ¢hariiies preparin8 their a¢)unts in a¢cordaw¢ with the FinaThciai Reporting Standard applicable in the UK and Republic of Ir¢land {FRS 102) leffertive l January 2015). (Charities SORP (FRS 102)). the Financi R¢iThtin8 Stsndwd •pplicable in the UK and Republie of Irel8rtd (FRS 102) and the Chuities Act 2011. B##ts of prop#r8tlo Si Anthony's Trust meets the definition of • public buKfi¢ entity urAer FRS 102. Assets liabilities are initially rewsniwl at hi$toriel eost or trans10 value unkss oitrrwise thted in the relevkni •et•untin8 poli notes. Ex¢mptloM from * eih l&)w tmeI The chlty opkd ath)pi Bulletin I published on 2 F¢bnwy 2016 have therefore Th)t included a cath lknv Ita¢emenl in these finth¢iat sthtem¢nlk Goln% ¢oft¢•rn The irusieo con$ider v¢ no m•rial ertaInti¢S al¥) chvitY$ ability to Ly)rtinue u a goin8 comtem. Judgm•nts Ddemiination of whether there are indi¢atots of impairnKn¢ of the Chtrityl tan8ible fysts. Factors taken sn ¢on5id¢ration in re#chin8 5uth J dKision Ilde the ec0J vi•bility and excted futtwe finan¢ial p¢rfomion¢e of the asset. Key sour¢es of tsdmatlon unetrtalnty Tangible fExed ¥sets are depreciated over their uxfixl lives tskin8 into xe4)unt residual tre appropriate. The Attual lives of the tssets and residual values tre assessed mually Ittd may vary dependin8 on i number of (a¢lors. In esSing •55¢t live5. f¥ctOn Sh •s teClu108Icl] innovation. prlUCI life cycles and miintenm¢e progrsmmes are tsken into 8ccount. Residual valu¢ &sse55ments consider SUeS Sh &8 firtur¢ rn8rk¢t eoDditLOnS, th¢ TlainIng life of the 4s5et and projected disp)sai vahM The wing is £- <2023 4-1. Volunlary incorne incl11]n6 don&tion& 8iIiK Iyies #nd 8rknts that provide core fundi or are of a 8enernl Mture 15 re¢oBnised when the Charity has entitlernent to incom< it is probAbie thai the incorne will be TVxiv th¢ amount Can be rn¢gsur¢d $utTi¢ieN reliability. Don10 and le¥acies are rteO8nised on a reeeivlbk basis wlK ttceipt is pmbable and the aMot w be reliably
St Anthony'j TTUSt Notes to the Financial Statements for th¢ Y¢ar Ended 31 Mar¢b 2024 Eip¢ndl¢ure All ¢xpeTrJitur¢ is gniSed once therE IS * leyl or constnKtive obli88tion to that ¢XdItur¢. it 1$ probabl¢ settlement is required aAd the amouni can be measured reliably. All ¢osts are allocated the pIlble eXperllUre headin8 ihai 688re8att simiitr Costs to ih8t ¢at¢80ry. Where costs be directly anribud to part]l&r headings they have beeTh allocated on 8 51S consistent with the use of resourtffj with central #aff eosrs allated on the basis of time Sn( ar depreciation cl¢5 alled th¢ rtIOn of the a58¢t'S Use. Other 5UPPOrt Costs are allocated based ott the spread of stsff ¢05ts. Chdrltdble ttLYlylrtés Charithble expeftditwt comprises those cts in¢urred by the chwity in the thlivery of its activities and seNi¢e$ for its b¢neficiari¢s. It irtcludes both ¢4sts that be l0¢ted dI¢t1Y lo such adivities knd those costs of an indirect GMniprovLfl Provisions for 8Tants ar¢ mJd¢ wh¢n the intention to make a 8r•nt been ¢ommunicd th the rxipient but Ih¢r¢ is uncertainty about eiiher the timin8 of the 8rnnt or th¢ •mL)LWt of gr1 payabl¢. GovernAnee eojts These include the costs attributsble to the chrity's ¢ompli•n¢¢ with Consti1101 w>d ststuw requirtmen¢s, including audiL strat4ic man4emertt knd truste¢s'5 m¢e¢in85 and reimbursed expenses. Tax•tlon The chiry is considered to pus i¢sts set in P8r•Brnph I Schedule 6 of the Finance Act 2010 And ¢hurfor¢ 1¢ mttts the defini¢ion of a chari¢oble company for UK corp)Nion tsx purp)ses. A¢cordinWy. the Chlty is potentially exemw frnm t&K8tion in res of in¢ome or e•pitsl yins reeeived within ote8ories ¢ov¢red by Chapter 3 Part I I of the Corporation Tax Act 2010 or 256 of the T•xion of Chargeable Gains Ad 1992, to the C¢1 that iu¢h irw)m¢ or8ain$ •r¢ •ppli¢d ¢]USive1Y ¢huitabk puryx>su. TAnRlble flxed Amets Individual fixed a55¢ty costin8 £1fy) or nh)r¢ are initslly recorded Deprttlltlon •nd •morttstlon D¢pre¢iaiion 15 provided on langibk red wets >) to WTi off the cost or v•luatioN less ¢stim•tsJ ffsidual value, over their expethd use1 eo)rLomic life aq follows: Asxt ¢lus Plani #nd ewipme Depn¢i•tloD method •nd nts 25% str•i8hi basis Prolrnmme rdated ltsvotments Programrne related inve5tmcnts are made in furtherance of the charitys. objects and any investmcnt return is secothry tt) the charitsbl¢ puqx)s¢ $ypp)rted by th¢ inv¢stmenL Sh inveslrnents are InclEd at their cost. Any loss or impaiThent arising fmrn swh investments is charged a5 part of chwitabl¢ activities within the Statemeni of Fin¢la1 Aciiviiies. Py12
St Anlknny's Trnst Notes to the Financial Statements for the Ye&r Ended 31 Mareh 2024 Flxed s•et lThvostDhents Fixed et inve5thicnts, other than pro8]Wb)me relad iDvestmenl& •re in¢lth at rnket value at the balae sheet date. Realised gains and losses on investsnents art cal¢ulat¢d as the differen¢¢ betwren 581¢$ pr¢)c¢¢ds their markei vdue at the 51art of the year. or their subsequent cosL and are charged or credikd to the Stht&nent of Fina11 Ac¢ivities in the period of dis1. Unrealiscd 88ins and losses represent the nxJv¢menl in mwkei values durin8 the ytsr and are cmlited or cFwd to the Siatement of Financi Activities based on rnark¢t value at the year Cash wh equlvAieTrts Ch and eash equivalents comprise $h OD hand ADd ull depositk •nd other thort-t¢rm hi8hty Ilquld investments that ar¢ r¢pdily convertible to a krwjwn amourt ofcash and w¢ subjerf w on insignificant risk of Ch8¢ in lU¢. Borr•wln81 Inter¢st-be¥inB TOw1n art initialty r¢tor&d At fair value, rtt of trtIon eosts. IntereM-burin8 borrowin81 are subsequently Carried at amortised cosL with the difference knv¢en the prc¢eeds n¢1 of tnnsaetion cost4 and the amouNi due on ttdemplion bein8 Ittol$ed as a chu¥e to the ststan of Financial Activitie5 over the riod of the Televt borrowin8. Interest expense is rncognised on the blsis of the ¢lT¢ctive inter¢s¢ rn¢thod •nd is inclth in in¢¢r¢st p•ybl¢ •ttd Similar che$. Borrowinqs we clwified as ¢uffent li•bilities unltss the chlty hu wwndit)nal ri8ht defer xttlemetrt of the liability for it lasi Nlv¢ rnonths •ll¢r th¢ r¢pcfftin8 d. FoMl¢n ¢x¢hAtt Tran¢tIonS in forei8n eyrrencies ve recorded at the rth of exch8¢ •t the dAte ofthe transxtion. Monetary aM¢¢s d liabilities denorninated itt forti8n emn¢ieA the hl•n¢¢ sheet dkn red at the rnte5 of exchan8¢ pr¢vailing at ihot d¢. Other exch£ diffeyww are rKo8nised in SW¢ment of fir111 tAivities in the riod in leh they trise except for. l) ¢xthw8e differ¢Jw aTiSin8 ort yins or losses on items which are reco8nised in other CoMphen$1Yt in¢ome; ar#1 expenditure. Fund ytrnethre Urtrestricied ineome funds are genera] funds that we availabk for at the tru#eds discretion in of the objertiV¢5 of the ¢h4rity. D¢5i8nated fund5 are unrestricted futs sei esidt for spe¢ific purEx)ses * the discr¢¢ion of th¢ tnst¢es. Re5tricied Éncornc funds thok th)ned for use ith a p•rticular m or for sp¥ifK purpos¢S1 the u* of whi¢h is restrieted to that area or puwe. P•8e 13
St Anthony'5 Trust Notes to the Financial Statements for the Year Ended 31 March 2024 2 In¢om¢ from don•iloDI And Iwicles Uorejtrltted funds General Total 2024 Total 2023 Donation5 and l¢gaci¢s' Appeals and donations 622 622 10,704 10,704 622 622 3 Oth¢r IN¢ome UoMlyl¢¢ed funds GenerAI To¢91 funds Tot81 2023 Recharye of thved eo$ig 627 627 331 627 627 531 4 Inv¢stm¢Tht utrIcted funds Gentr&l Totsl 2024 Total 2023 Inme from dividends; Dividends receivable from oih¢r wilist¢d inv¢$thient5 Foreign curTefi¢y (Lo$$l I yin$ Form r¢nlS 377 11891 57.170 377 11891 57,170 396 572 56,582 57.358 57.358 57,550 S ExPendIre chArltwJble aet5vltle8 Unrestrleted Totsl 2024 Total 2023 General Note chity$, runnin8 ¢0sts Grant making 52,123 S3.568 52,123 53.568 32.649 1,289 105.691 105,691 P¢ 14
St Anthony's Trust Nots to the Financial Statements for the Year E•ded 31 M•r¢h 2024 6 Anxtysii ofgfftnthtste Ad support tmts G•vern4n¢e tosts iJArestrlrted fwmds Totsl 2024 Tot81 2023 Independent examiner fees Examination of the financial staten Other fees to ¢¥aminer5 igal fees 850 l J30 6.483 815 850 1.530 6.483 815 675 1.700 6.830 827 9.678 9.678 10,032 7 Grnth¢qthklng AD4Iy5is of 21124 2023 An8lyslJ Biodynamic tigri¢ulb]re tiaining 8229 45J39 500 789 51,568 1,289 Below detsils of mateffiai grants m ty in#itithns by the 2023 N•m t)f I)11•10 Old Plaw Hatsh Fami Ltd Tabl¢hur5t Farm Old Plaw Hatch Farm Ltd Tablehursi Farm Bi¢)dynami¢ ¥riculiire Irainin8 BiodynamÈ¢ ¥ri¢ultsrt tiainin8 250 2511 8229 39,500 5.839 53.568 710 1,289 Py15
St Anthony's Trn$t Notes to the Financi21 Statements for the Year Ended 31 M#r¢h 2024 8 Nrt incominO¢gO1Thg Te5TruTces Net loutgoingyincoming resources forthe year include: 2024 2023 Foreign cutrency losscsl(gains) 189 (572 9 Trustees remllnerAtion And expen$es No trustees. nor any pernS connected with them. have received ony remtsncrntion from the charity during the year. No trustee5 have rcceiyed any reimbursed expenses orany other b¢n¢fits from the charity during th¢ y¢ar. 10 Staff eosts There were M employees in the flnancial year to 31st March 2024 or the prioryear to 3 1st March 2023. 11 Taxatlo Th¢ charity is a r¢8iSter¢d ¢harity and is theft•re exempt fiom corporation tsx. 12 Tanglble fixed assets FurnitsT¢ and eqyipment Totsl Cost At l April 2023 Disposals 44.669 (44.669) 44.669 (44,6691 At 31 Mar¢h 2024 Depreeiltlon At l April 2023 Eliminated on diSposS At 31 MAr¢h 2024 44.669 (44.669 44,669 44.669 Net book valHe At 31 March 2024 At 31 March 2023 Assets Whe aquired by the trust 8nd then $ubsequentJy gifted once they had completed depre¢iated to nil vU¢. Page 16
St Anthony's Trnst Notej to the Financial Statements for the Year Ended 31 Mareh 2024 13 Flxed gtset Investments Other Inv¢stm¢nti Unllsted Invutments Tot1 C•st or V#lu#tkn At l April 2023 R¢v#lualion 13,631 5.848 13,631 5.848 At 31 Mtr¢h 2024 7.783 N•¢ ljotsk v•l¥¢ At 31 March 2024 7,783 At 31 March 2023 13,631 14 Sotlal InvvtmeDts Yelted IV¢stments ProgrAmrn¢ lTrYotment I Totsl Cost Ai l April 2023 At 31 March 2024 2291.802 2291802 2,291.802 2,291,802 Provljlon At 31 March 2024 Net book value At 31 March 2024 2.291.802 2.291802 Ai 31 Moreh 2023 2291.802 2291802 Pa8¢ 17
St Anlhony'$ Trust Notes to the Fln8ncl&l Statements for the Year Ended 31 Mah 2024 IJ Debto 2024 2023 Trade debtors Pr¢p&yments Other debtors 27,306 1,061 1,000 16 Cath #nd cmh e4ufv*lents 2024 2023 Coth at bank 103 851 157 758 17 Credltors: amounts falllnl d•e wlthln one ye#r 2024 2023 Trnde credilors Other taxition WMI so¢i41 $¢¢yrity Other creditors AccNals 128 6.545 22,873 2,389 4,334 33,072 Pa8¢ 18
St Anthony's TTht Notes to the Financial Ststements for the Year Ended 31 March 2024 A8 Funds BAl#ll¢e #t 31 MAr¢b 2(124 Aprll 2•23 Genernl General Fund 1431J81 58.607 (109.530) 1380.658 Deslgllaled K B Lew for THF 24269 5,839 18.430 Totsl llDrestrleted 2.455,850 58,607 (115.369) 1399.088 R¢gtrl¢ted Tl¢h[st Housin8 Appeal Old Plaw Hatch Housin8 Appeal 630 13 630 13 Totsl restrirted hubds 643 643 Total funds 14S6.493 115,369 2J99.731 Page 19
St Anthony's Tn Notes to the Th2ntI Statements for the Year ERded 31 March 2024 Balante Jt I Resollr¢es April 2022 r¢sonTC¢S expended 31 mSh 21123 Tr*wfers Uttrestrlcted fvThds Generat 2.410.956 62.677 (43.181) 1.129 1431581 Designoted K B Legacy for THF 18,281 5.988 Totsl re¥l¢t¢ 2.429,237 43.181 1.129 1455.850 Pixton 3rd Age Project Tablehurst Housin8 Appeal Old Plaw Hatch Housing ApF (1,1291 (710) 79 630 13 To¢•1 restricted funds 14MI 789 1.129 643 Totsl 2,431.678 68.785 (43.970 2.456.493 PaBe 20
St AAthony'J Trust Notes to the Flnantial Statements for the Year Ended 31 March 2024 The spe¢ifK purposes for which the funds we to be applied •re x follow&" Restricted Funds . * Pixton 3rd Age Pmject is b)king ink) the possibility of converting Pixton Hou5¢ into a differtnt kind of sheltered residential COmmodation in nJu¢l)n with the AnthTOP)sophical Society in Sussex and Emerson ColleBe. th proj¢¢t c¢8xd as fundraising failed. LI of thnors wjs reviewed and li w•$ deeided impratical to beabl¢ to distribute the remaining unspent funds fairly x) th¢r¢ftyr the baian¢¢ of this was to funds durin8 the lost fin8n¢ial yetr ¢ndin8 31M March 2023. Th¢ Tibl¢hwsi Famihouse and Housing Ap1 is rnise fithds ftjr the building of additional livin8 cornrnodstion for the Mvrkers at Tablehurst FarnL including thit of • stra1¢ house 45 a r¢tir¢ment Ib)me for Peter Browi4 the ¢UTren¢ f•rm¢r of T•bkhu is of wetirtmEni W. • The Old Pl•w Ha Housing Ap1 is to rnis¢ for the relyJildin8 of living #¢ommothion dwna8ed in the rire during th¢ 2018 finwKiAi yey. * K.B LEGACY gr1 to Tabl¢hurst F•m'. The rertived thi$ Iw¢y with the request to support Tabl¢hurnt Fo. Thi5 l¢gw is treated Is & desi8Mted unstrIcd fund. Truslees I8¢d to offer a 8rnnt to T4bl¢hursi farn?, to iupport eapiial improVents (t•pitsl improvemeni). Unrestricted gen¢Tri funds * Lew left by R Willin$ in previous years which been alkKAtsd by the trust As follows . * R.W LEGACY Grani to Tabl¢hu F8rn1: A £39.500 8rwt was offered ¢0 T•bl¢hurst Farni. St Anthony's Trust is sending this in rnonthly payments io Tablehurst farm to Cower the livirt8 costs of 8 Biodynami¢ F•mi apprentice (education ond tTrtnin8 in BD objeeiive) • R.W LEGACY Grnnt to Plaw Hltrh Farn?: A £39.SOQ 8rant wls offered to Piawhah Fm •nd it Uged to nov•t¢ M&¢oThth, A IK>U for fffiner (¢witsl imwo¥em¢th). 19 of net As•ets between fond¥ Uprtttrf¢led 31 M•reh 2024 Ge•erl Dtslp•ted Rdtrltted Fixed wet inveslrn¢J 1299.585 114.144 (33.072) 2299.585 133.218 133,072> 18.431 643 Current liabilitieg Totsl rtet assets 1380.657 18.431 043 2,399.731 P4e21
St Anthony's Trust Note$ to the Finan¢ial Statements for the Year Ended 31 March 2024 Totsl fullds at 31 Mareh 2023 unrutr1ct IndS Cetter#l D¢signated Restrlcted nds Fixed gsset investments Current CLwrent liabilities 2.305.433 132,987 16,839 2.305,433 157.899 6,839 24,269 643 Total net assets 2,431,581 24.269 643 2,456,493 20 Ats#lyyi$ of Det thnds At l April 2023 FinAncing cash At 31 Marth flows 2024 Cash 41 bank and in hand 157,758 {53,907) 103.851 Net debt 157,758 53,907 103,851 A¢ l Aprll 2022 FInaen8 egsb At 31 MgT¢h tlows 2023 Csh at bank and in hand 129.670 28.088 157.758 Net debt 129.670 28.088 157.758 21 RdAted party ¢rnsactlons During the year the charity made the following r¢lated paty transaetion5.' Dontlons from Trngte Totsl amount of donations received in aggrega without ¢onditions from trustees in the year £nil (2023- £nil). At the b&13n¢e sheei date the arnt due tolfrom Trustee5 was £Nil12023- £Nill. Page 22