ctmity re$allOn number.. 264626 St Anthony's Trust Annu81 Rcport and Financial Sthi¢m¢nls for thc Ycar Ended 31 March 2025
St Anthony's Trusl Contents (contillued) Relerence and Adminisirdiiye Delails TNstcLs' Report 2106 Stat¢in¢nt of 'l'rusttts' R¢spon5ibilitics liid¢p¢nd¢nt Examin¢r's R¢port Statement of Financial Aeiiviii¢s 9tolO Dalancc Shccl NotLs ro thL Financial StarcmLIIts 12to2.3
St Anthony's Trusl Reference and Administrative Details 'I'rust¢e$ S Blaxland de Lange J Reeves B Swain Charity Registration NuJDber 2(A626 Prineipal Offiee 39 High Street Baiil Ea8¢ qussex TN33 OEE Independent Examiner Manningions Chart¢rLd Accountants .39 High Strcet 1.asr Sussex B4nker5 IISBC Bank pl 38 London Road East Cjrinstcad Wcsi Su*scx HIY IAH Page
St Anthony's Trusl
Trustees. Report
The in15tees present the ADnual rep)rt together with the flnancial staiernents of the charity for the yeAr ended 31
March 2025.
Objectives and activities
Objects and aims
The objects ol. Ihe ehariiy are the £vanCemen1 of education and healihcare with particular reeard 10 the principles
nd meihodb ol. Ru(loll' Sieiner. Iviih emph1¢ SLS on the estsblishn)eni and oper14 lion of griciiliural And horticuliiiral
inining cenires based on b104lyn[ nie agrieultural techniqiies 41nd as well Ihe reliel'ofthe aged iinpoieni and poor or
k)ny other charitable purposes as the rusiees may resolve.
Objectives, Str&le8ie5 ond47cliwlies
Tlic principal sirntegy ol. Ihc chariiy is 10 aei as A SUPPOrtive ithvcsior in facilities be provided 10 organisaiions
pur%uing k)eiiviiics wiihin the Charity's objects.
To Ihi% end Ilic charity 0.n% nld PIAIV 111£ ieh Fami and Tahlehursi Fami and rcnis thein via A lease io ihe individual
lllrnis opcrsLiC biodynAJttie agri¢iLliurhl famts and training eentrcs.
Oil rhL 2Xih of [)LLcm.r 21122. IhL .1 ru51 ivas illLorw)rdlLd as a piivaiL liiniicd Loinpuny Si. .411Il)uny & .1 rust
LiiniiLd. rL4SJi5fLfLd iii l..nbland and W#lL5 undLr coinp
St Anthony's Trusl Trustees. Report (contillued) Jlehlei'ements and performance Tlic Trust .rkcd ivith aThd supportod boih farms dL%clop BD cduc&iional farn)ing and gardcning Ihrough apprcnticc8hip8, IDicrn%hips, coiir%cs. cvcnts, voluniccrs. alloiments and oil)cr cducalinaj lrnining %ch¢m¢s. W¢ cnsurc through our Icas¢s thai all land Icased is fam)¢d following biodynamic practic¢s as far as possiblc. Ncm. l¢a8cs fr boih fann% w¢rc finaliscd and signed in March 2025, following cxi¢nsivc ¢onsuliation. Tli¢%c Ica%cs arc ba%ed an tlie Central Associarion of Agri¢ulturnl Valucrs ICAAVI Inodcl. modificd to includ¥ a Farni abjc¢tikcs Plan linkinsT rintdl ass¢S5mLt to p¢rfornian¥¥ in r¢lalion lo th¢ Chariry s aims. l-h¢ n¢w strnctur¢ str¢iigrtli¢iis liuuntdbility. Ln¢ourd&Y¢S ¢ducalional d¢'¢I9p1¢nt. and ¢n5ur¢5 th¢ land continu¢s w s¢rv¢ biodynaini¢ and trdiiiing purpos¢5. Significaiii progTCSS iwas also madi in propcny managcmcnf. CompTehcnsiiTe sutlTCyS were carried out at borh fam)s. Icading li) a dciailed rcpair and Inaintenance plan. This included thc dIWery a( scvcrc dcgradalinn in Ilic Inain %civagc %y8lcin, lor ivliich %pcciali8¢ advice and funding ivcrc all(xaicd. Wnrk is ongoing in cooperatiE)n wilh envimnmental autlioriiics and soliciiors io re$nli'c iy)undary and drainage issuc8. In Aiigusl, tlic chariiy irnnsfcrred Ilic Raclicl Carson Cene hack io Emcrson Collcgc. Tlic land and buildings will nom. Iiosi a school, loundcd on Lliodynamic principles on ivhich educaiing priinary age children M'illi special nced% 18 foiindcd. 'I'h¥ prtsj¥Lt supwrts both l..In¥rsoJi LollLb¥ s fuiuTi and th¥ LoiitiJ)uarion of biodyiiJinic LduLatioii. F-uiids JLqIIiTLd frtsm this rvdnsfLr hdVL bL'Ln dL"bib7lldiLd io supiKIrt .1 abl¢liurst Fdrni s loiig-tlnn iiifrdStruLturL and laiid valLIL. -I'hL 'I'rust alsi) supp¢)rtLxl rLmovaiivn projccr5 in fann acLommodation and in Tabllhursi Fann LaTLhomc, Japun¢sL Knutw¥Ld maiiagLniLni hds .un in ionsulialion ivith Ar'aId. Fundraising and donations playcd an importani rolc during this lt)d. The charity launched onlinc appcals lor dic PliTrM' I Ici¢ch spring Ilousc and for land sc¢uri¢y. The charily also supported the famis. infrasirnciure app¢als and oihcr maintenancc gnnts. Thc Trusl coniinucd U111t1ng its M'cbsiic and communicaiion malcrials, adding ncw ilrticlcs, rcsourccs, and Tov¥nidni¥ poli¥iLs Ifundrdisinb. gTant-makin& privacy. and t¢rtnsl. Articl¢s aboui biodyiiJini¢ illai)a&iniLnt ivLrL publisli¥d in th¥ Associarion of St¢in¢r-Waldorflnd¥yciidciii Schools (ASiti6lJl n¢51¢¢r. Two new tNstLLS. Dr Neil RavenLrofi and .Mdria Finnemore Mrre inviioj to join. bringing valudblc cxpcrtise. -I'nistLL D1VId lThomdS rl.5lbmL durinb thL ycar. IntLrnal training f(Kuscd oil an1 managLniLnt aiid duL diligtnLe. wilh improvements the grant.reponing presS cnsurc alignmcn¢ M'ith the Trus1's cl)arithble objcciives. During Ihe 202K25 peri1, bo¢h Plam. Ilaich Fami and Tablchursi Farm coniinucd to provide signilicani cduciiiional opponuniiies in alignmeni th'iih ihe Trusi's charlb]e aims. The ms olTcred apprenticeships, tr12ining placemenLS, school visiis, volunieer experiences and range of inforn)1c I learning acti11]es. School visits and group lourb clrc imwnani as ihej" intyoduce young people io biodynamic farniing. sieu'ardship ofihe land lind principles of sustainabl¥ food produLtion. ThcsL visits providcd an opporninity for ¢hildrcti aiKI young p¢oplc to dcvclop practical undcrstanding through dirLYt ¢xpcricnci and th£ may bring an intcrcst to continu¢ ¢xploring Iliodynainic farniing. fann tnanagcniciii and gardL]ing. Page 3
St Anthony's Trusl Trustees. Report (contillued) Plaw Hatch Tr'arm PlaTh' Ilalch FaTm remaine41 in aerive centre for biimlytthtnic leArning xlld prneiieAI training throughout the yeAr. The faTm pro.ided slruclured appreniiceships and on-ilie-job training across the garden And farm operalions, enAbling participants to gain skills in Biodynamic and holislic fartn fftana¥emeni. The farni ivelcomed school groups. parent groups. voliinteers atml university students visits and A 10 week plaLLmLnt: c)ffLting hands-Lin eXPLtLeS thai fustei an uiideTsianding of BiudynamiLs aiid thL' LoniiLction beIWLLj luod. lan(1 and Lommunity. ALlivitics inLlud¢d fatm M?Iks. ptaciiLal WVTk SLSSiUllS aiid age-appropriute Itaniiiig Tablehllrst F#rm TablLhiirst Farni <ilso delivcred a '1C range of educational aciiviiie& iviih a sirong empl)asis on vocational training nd coniniunily engiigement. Apprcniiccs participated in a strncturcd progninme thai incliided superviscd work cro%s Ihc lann, expasiirc lo key arcas of biodynatDic agTICILIIuTC. and p&nicipaiion in s¢Asonal tasks. Tli¢ fann ivclcowDed voliLnl¢¢rs, Ivork ¢xpcrion¢¢ panicitTranis and coinmunity uroiLPS, cxi¢ndin¥ cdiicalional acc¢ss b¢yand formal Iraining. ThroiL¥h Ih¢s¢ progrnniin¢s. th¢ fami ¢onlinu¢d its Coinniiuncni nunuring inicrcsl in biodynamic agricultiir¢ and cr¢aiing learning opportunili¢s for dii'¢rs¢ groups. Financial rcvie l)LiriiibJ thi5 pLriud. thL .1 pfLividLYI brdnis io boih fJnns to iinprovL iiifrastruLiufL ai)d sUPPilrt upprLniiLLs1IIP IiN'Ii)bl Lus15. F'iinds L)fibriiutLYl priinurily frvin libba¢lLS fcLci¥cd in prior y¢ars. F'urthlr bFrunt5 Il¥r¥ to &uppvrt hc)u5inbP impriivLin¢nis. shup iiifrustruLiuri rLYiovaiion. and ¢55¢ntial imaliitLnan. A pr(trportion of ihc legacics was allocaicd io Cover Ic8al and professional fces rclfiicd io ihe iransfer procc$s and cnnipliance N'ork. Trusiccs have coniinucd cfforLS (o idcniify and erU11 a irusicc w.illi a strony financial background. P(IlieJ' reser$ As ha* long bccn Lhc Trusl's pro¢1icc, rescrl'cs ivill bc mainluincd io cover the basic running cosls. Ne pri)jcct% will only he und¢rL?kcn or initiatives sUprted w'hen lunds l?cld by the Tn1 MIll. Frec rcseTrcs i?1 ihe ycar•cnd di?Ic mounlcd 10 £60,090 Page 4
St Anthony's Trusl Trustees. Report (contillued) Imvestmentpolicy and objeclives The tTU5tee5 have investment power5 as pertnitted under the cbariry'5 governing docunients and appliLable charity lam,, inLludins' uFuiddnLe issued by the Chdrit). CoTnnii5sion. These pow'ers are exercised wilh due reg4Lrd to th¢ TTUSt'S Lharitable objeLtii'es and public benefit obli¥dtlODS. The charit). owtls Iwo Ireehold fam) properties as prognmme relaied invesimenis. which are leased biodynamic larming organibaiionb in alignment M'ith the Ttust's charitable objeeiives. These properties are held io bupport long-tem eduefttional and agriculiural developn)ent and are not iniended primarily for fmAneiAI return. In Addiiion, Ihe Trust holds small investsnenis in Sieiner-relaied organisaiions. Genernl funds noi designaied Are held in ¢ash and short-temi deposiis for currcni opcraiional purw)scs. Diiring. th¢ y¢ar, th¢ 'l'rust r¢¢¢iv¢d a lar&v¢ donation. bTiv¢n '1th rh¢ inlaili(Tri) of Supprting '] dblLI)urst FarJn'5 Ivng-tcrm infrLslnictur¢. lljhs d(Trnation aft¢r th¢ tru¥l¢¢s hdV¢ r¢V1¢w t]ic donors .]Sh¢S l)as b¢in trcatLd d5 8 stri¢t¢ii fund. Regirieied lunds are held in e&¥h thd short-iem deposits 10 pffseTre eapital and ensure AvailAbilily for Approved projceis. The irLislCCS Consider Ihis treAimenl eonsisicnl w'idi d?c chtiriiv s iniie4tsnent p()liey. whicli prii)rili%¢s si¢wxrdship ol-progrAn)me- r¢lthi¢d el4 uJd th¢ [egIding or runds iniended for sp¢¢ifi¢ ¢liarithbl¢ purposes. Furiher d¢iail on th¢ mov¢meN and purpose of r¢siri¢i¢d and d¢signai¢d fun(Ls is provid¢41 in Noi¢ 18. 'I'rustees and ofllcers Tlic trustecs and ol'ficers scrving during the ycar and sincc the year cnd '¢re as follows: 'I'rus1¢is'. S Hlaxland d¢ Lang J Reeves D Thomas (Rcsigncd 2 April 2025) B Swain K B¢aien (Rrsigncd 21 July 2025) Structure, Rovernance and management Nature ofgoverning document St Anthony'5 '1'rust IS 8oYerned by its trust deed 1st August 1972 aDd supplemenlary trust deed 25th January 1975 and is a charity registered w'ith the Charity Comtni5SiOD. Incorporated in December 2022 '1th company ttumber 14558593. Si AntlMItty'5 Trn51 Limiied 15 govemed by its Men)orandum and Arti¢le5. St. Anthony 5 Trn51 Limited ivas given ctthtithble sthtus on the 18ih August 2023. charity nwnber 1204401. Tlie transfer of All assets a[ all liabilities ivas sIged thL"5 year and the irus( is currenily ID die PToces5 01 transferring tliem. Page 5
St Anthony's Trusl Trustees. Report (contillued) Recruitmenl appoinlmenl tsftruslees Pvw'er of appointment and removal of trustees 15 vested in the trustees. The TrLlSt is reLTUiting neiv trustee5 bearing iD Tnind the skills Deeded on board and dii'ersity as well beinb ligmed ivith its piirposes. NL w. IrLISILLs uiidLrgo ali Orillltarion sc&sion to briLf ihem on thcir Icgal obligalions under charity law. thc contcnt of thL trust dLld. thL dLcision-making proLLSSLS. the fumrL' plans and thc recLI)I financial pcrfom)ancc of the charity. Or%onisoti(Jftal struclure -I'hL trustecs mLwt regularly to mdnage the affairs of the charity. .Wajor ri.skf aNd ofiho.fe ri.ss 'I'hL tnist¢Ls hav¢ a risk mana&ycm¢nt 5trdl¢gy ivhich coinpriscs an ongoinbT rcvjcM' c)f thc risks thu chdrity fdL¢- thL ¥stablishmint of sy¥lLms pr¢vrS to Initi&yJp IL rhi idintlfi risks: aixl thl impl¥in¢iirdtivii of proiidurls d¢sibrnLd to minimisL any p()t¢nlial impalt on thl Lharity should rho%" risks mat¢rialisc. L'.¥lern41 Scrutlny -I'hL Lharity. s gr05s incomc eyccedcd thc siarntory audit ihre5hold during thc year 89 a rcsuli of a sin¥lL exLcptlOi)al l)oiiJiioii. 'I'hL IrusiCLS havL considercd ihe rcquircmcnts of ihc Charirics .4ci 201 l and thL Lhariry Coinmission. ¥iiidJnLL on aiidii LxLmpiions. As this 1)onJtiort is non-rcLiirrinbT. and bcLausc the charity is in thL" pr(Lc55 of irnn5fcrriiig all a55Ct5 and activitics io 81 Anihony's Tru81 Limilcd Ichlc ritj" n[imr 1 044()I I, Ihc Inisiecs concludcd thai a fiill audii would bc disproportionatc ¢0 the bcncfit to ofihe financial staiements. Tlie trustee5 ¢hercforc delcrnjined thAi an IndeIden1 examination remained an appropriate and proporti()nalc form i)I' cxlcrnal Scrutiny for this fi[ set of accounts. The inderAden1 CXAmincr l)as confjnncd cli8ibilily and l)as rcportcd accordingly. Page 6
St Anthony's Trnst Stalemellt of Trustees, Responslbllltles Th¢ trustees ate resFwible for preparing the rnLStee&' rep)rt attd the fitwicial sth*rnts in aeeordall¢e WAth the Unit&l Kingthm AccouMin8 stand% Iunited Kth8dotll Generally A¢cqAeAJ Ae¢owntsng Practice) and aN)licable IAW and regutatiofys. Th¢ law applicable to charities requires th¢ trustees to rryaTe fuwi¢i81 tstemeDts for ¢b financial ye4r which giv¢ & true and fair vi¢w of the srate of affairs of the ¢Trwity and of th¢ incoming resource5 and application of r¢souTCCS of the charity for that period. In preparing th¢s¢ financial stst¢m¢nts. the tnJste¢s ¢ requir¢d to.. sele¢¢ $uithble aceoun¢iti8 policies and then apply them eotssistrDdy' observe the m&hods and principles in the Charities SORP.. make JUd8¢M¢ and estimtt¢s that are rtasotwbl¢ aTrl pnhknl stste whether applic4bl¢ accounting standards ho bc¢n follow¢d subjc¢t to any mataial departures disc105ed at)d ¢xplaiDL¥J in the financial staiLynents: a1 prepare the financiai stAtem¢nts on the 80ing ¢on¢erD bLI wd¢ss it is inappropriate lo presume that the cb&riry will eontitiu¢ in blInesS. The tNsttts are respottsible for kwing proper ae¢4)ull¢iDg reLY)rds discb)se with reOnable accura¢y at any tiTn¢ th¢ financi posits'on of the ¢harity enable th¢rn ¢0 ensure th&1 thc financial stsmcnts comply with the Charities A¢t 2011. the Ch8riti¢s IAcc(MJnts atyl R¢pon5) Regul2tion$ 28. 8ThJ th¢ provi5ion5 of the constitution. The tnLStr¢s aTe also rtspoDsible for safe8uudiDg th¢ assets of th¢ Charity and he¢¢ for tskin8 rea8onable Steps for the pr¢Y¢ntion and dtion of fraud and oth¢r irregularities. The tleeS ffsw)nsible for the maintenance aDd ititwity of the o)rporale fuwicial inforn)ation included on th¢ chaTit&ble Con¥wi5 websitr. Legisl•tiOD Bovernin8 the pT¢patation and dissem1110tt of financial ststem¢nt8 may differ from le8islaiioo in othtt jurisdiOnS. Appmve by the truytees of the clrIty OD 20 Januw 2026 aod si8wI on its bebalf by: Tntre Page 7
St Anthony's Trusl Independent Examiner's Report lo the trustees of St Anthony's Trust I report 10 the trustees oll exxmiDaiion olthe Aecounts of St AnthOnS TnLSi for the year ended 31 March 2025. Responsibilities and basis of report As th¢ charity Irust¢¢s of St Anthony's '1'ru5t you ar¢ r¢sponsibl¢ for th¢ pryrdtion of th¢ accow]ts in accordanc¢ with the rcquircments of the Charities Act 2011 1.the Aci.). I report in rcspcct ofmy examinalion of the Si .4nthony's TnLSI'S ace0ltS earried out Ilndcr section 145 of ilic 2011 Act and in carrying OiLI rny cxamination I have followed all thc applicablc Direclions ¥ivcn by tiic Charity. Coniniission under section 14i15iib) of the Act. IThdeptndent examinL'f's 5tstetDcnt SinLL St Anthonys 'lrust's wss inLom¢ ¢xcL¢dLd £SO.O(K) your Lainin¢[ Inusi b¢ a Tncmk.r of a body lisicd in LLtiun 145 vf thL 2011 Aci. l ¢onfirm that l aln qualifi¢d to und¢rtakc th¢ Cxaminatioii l am a rn¥mb¢T of . which is onc ol. Ihc lisied bodies. I hftve completed my cxaminaiion. I confim) ihai no maierial maiiets have Come to my aiiention in eonncction iviih Ilic cxamin£11ion ¥iving me eaiisc io believe (hai in any maicrial respeci.. aLcoLintin¥ reLords WL're nor kept in respect of Si Ankn5 -1 rust as required by seciion 1.10 of thL Act,. OT 2. the o¢¢(Trunl.% da not ac¢ord wilh ihos¢ wcords- or 3. the account% do noi ctsniply w'ith Ihc aeeouniin8 requircmenis conceming ihe f4)rn) artd eonieni ofaeeThuftL% %et out in thi C huriries {ALLoiints and Re)rts} RLbiulaliun5 200Y ciihLY ihan iiny rcquirLinLYir rhat thL 8CLOUlIts ¥ivL u 'irui und fair vil. M'hiLh is nol J maticr ionsiderL"d as part of ali indLpendeni Lxilj]l)atiV. I hclvc no conccrn.s and havc ¢omc across no other maiicrs in cnnncciion iviih thc cxaniinalion io whicl) allcnlion should bi draivn in this TlPQrt in oriiir io inabli a pr() und¢rslaiidiJig of tl?¥ aLcounts to bi rLdLh¥d. R T K Walgh FCCA Manningtan (11¢2n¢red Ac¢oiinlants 39 Iligh Streei Hattl¢ l-.a8t Sus5¢X Date.. 26.01.26 Page 8
St Anthony's Trusl Statement of Fillancial Activities for the Year Ended 31 M2r¢h 2025 I'otal 2025 UDre5trirted Restricted -Note IThLome #Dd Endowmellts froJD: l)oiiations aiid legaciLS OihLr trading aLIIViIic lnvLStrnLt inLome 1.039 7.063 5),92? 717.013 718.052 7.063 55.9?2 Total Income 64,ri?4 717.013 781.0.17 Expendlture on: Charitable uctivities tiaiii on sali of investmLni tiovLmunLL cosls {79,4821 197,653 (9.117) 16.4621 185.9441 197,653 19.7171 Total Expcndiiurc 108,954 16.4021 10•.4fj2 Nei Inovemenl in IiLnd4 172.978 710,551 883,529 RL'conelll#tlon of funds Ti)tcl1 lund% hrouylil ltirward 2.3(w,n88 643 2,399.7.11 -I'c)tal fuEidb curri¥d fonvard 2.572.IK)6 711.IY4 1.2XI.2()0 Thc notcs on pagcs 12 to 23 fortn an intcgral part of thcsc financial staterncnts. Page 9
St Anthony's Trusl Statement of Financial Activities for the Year Ended 31 March 2025 (continued) Total 21124 Unreslrieted Restrieted Ineome and Endo)vments from: Donatioiis and l¢gaci¢s Otliur trading aitivirics Investnicnt incoii?c 622 627 57,358 622 627 57,358 Tntal Inc&mc 58.61)7 58,607 Expendlturc on: Lhiiriidbli gi¢tii'iti¥s Goiemaiice costs 1105.691) {9,6781 (105.691) 19.678) Total Expcndilurc 1115.369) 1115.3691 NLt Inov¥mcnr in funds {56.7621 156,7621 RL'concili4tion of funds Total lund8 brr)ught forward 2,455,8S0 643 2,456,493 -I'L)tal fijiids curriLd forward 18 2.ly(),QII 2,1941.7.11 All of the Lharity's actii'ities dcrii'e from continuing operaiions during thc al)ove nvo tKriods. -I'hL fund5 brLakdown for 2024 and ?025 L5 shown in 18. Thc notcs on pagcs 12 to 23 fortn an intcgral part of thcsc fjnancial statcrncnts. Page 10
St Anthony's Trnst (Reglstr2tlon number: 264626) Balanee Sheel As at 31 Mareh 2025 2025 2024 13. 14 2297.641 2299585 Curreot wets D¢btors Casb at bak 8Dd in Iw 15 16 4.347 988.774 29,367 10.3,851 993.121 133218 Credltors: AmouDts fAllln8 due YAtbln ORe year 17 7.502 ¢urre#t •gsets 985,619 l(M),146 1281.2(A) 2,399,7.31 of the ¢hritv: Rutrleted 711,194 643 Unreltrleted Income fund• Unr¢strict¢d 2.572,066 2J99.088 18 7.283,2M) 2.399,771 The financial $thwnenLS on page$ 9 w 23 were by th¢ trus¢s. and outhori8ed for issue on 20 Januory 2026 And si ed on their b¢hAlf by: The notes on pages 12 10 23 forni an lowl part of th¢se rUWLa1 ststements. Pagcll
St Anthony's Trusl
Notes to the Financial Statements for the Year Ended 31 March 2025
l Accountlrtg poil
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) ChurittTble activities Charitable expenditure comprise5 those costs incurred by the cbarity in the delivery of ils aclii'itie5 and serviLe5 foT its beneficiaries. li includes both costs that can be allocated directly to such activilies and those costs of an indirert iiuture necessary to SUPPL)rt them. Proiisions for graiits arc madL when thL inreniioii to make a grani has IKcn communicaiLMI to the recipiLni but thLrL is uncenainty abour LithL'r ihL liming of thc grant or ihc amount of graiir payable. Governanee Costs Tlic%e incliide ihe costs atiributable to the charit} s compliance wilh consiitulional and s(alury requircmcnis. incliiding k)udii, StrAicgic management and irusiees medings and rcimbursed cxpenses. 'I'a¥gtion Tlic cliarity 1% considcred io pass ihe icMs sei oul in Pftrngraph I Schedule 6 of dic Finartce Aei 2010 And (herclorc it Ineci% Ihc dcliniiion ol-ft charit1# ble conipAn>' for UK corponiion piirposo%. Aceordingly. ilic ehglrily 18 poicniially cxenipi Iroitt Iii.Kaiion in re4peei ol- income or eApiIAI gain4 receiN'cd w'ithin caiegories covered by Cliaptcr 3 PArl I I lif thL c.orwirirIvIt -I'a.¥ .4Lt 2010 or SLLlion 256 of thL '] axtsiiuii of Cl)aiblLablL (iains Acr 1992. 10 thL LxrLiir rl)ar SULh inLomL or blains arL appliLd LxclusiN'ely io charirable purp>scs. Programmc rela¢¢d inves¢menls PT()brTiniT1IL TLlaiLd irivL51inLrits arL mad¢ in furtherdn¢¢ of th¢ charirys. obj¢eis and any inv¢SttLrtl r¥rurn Is LLOI)dary ro thL LhaTltablL pufp05L SUPPVrtLd by tliL IIIVLsiniLnl. SuLh iiivLsiniLnls arL includLd at ihLIT Lost. Any liiss or impaimiLnt uri&iiig froni 5u¢h iiiV¥5tmciits is Charg as part of ¢haritabli arlivili¥5 IVltI)in ti)I Stat¢m¥i)t of Financial AciiN'IIiCS. 'ixed s$s¢t Investments Fixed ass¢1 invcsinienis. oth¢r ihan programmc relaicd inv¢simcnLS. arc includcd Ai market vhlu¢ a( Il)¢ halhncc sliect datc. Rcali8ed gains and loss on inve51mcn15 ar¢ ¢al¢iLlatcd as the di(rerce b¢iw'e¢n sales procc¢ds and their mark¢l valLL¢ ai ilie %iArL ol thc year, or tlicir subs¢qu¢ni ¢osl, and are ¢knrgcd or ¢r¢dil¢d io Ih¢ Siai¢m¢nl of Fin42ncial Aciiviii¢s in ihe riod ofdiswl. Uiir¢ali5¢d gains and Ios5¢s rr¢s¢nt th¢ nwY¢m¢nt in mark¢t Yalll¢s during th¢ ycar and arc ¢r¢diicd gr ¢hargcd to th4 Sttit¢m¢nt of Fiiian¥ial A¥tiviti¢s bas¢d gn Ih¥ markct Yalu¢ ar rh¢ y¢ar cjid. Cash #nd cash equiYlLnts Lash and ia5h ¥quival¥nts coJnpris¢ ¢ash on hand and call dw5its. and oth¢r short-tcnn highly liqllid inv¢stm¢nts that arc r¥adily ¢onvmiblc to a knomii amount of cash and subj¥¢t to ail iiisigjiifiiaiit risk of ¢haJig¢ ii) valu¢. Page 13
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) ForelEn exchange Tran%aciii)n% in farcign ¢UTrcn¢ies arc r¢corded ai th¢ rdlo of cxchang¢ at thc datc of thc transa¢iion. Mon¢tary ass¢ts and liabiliiics d¢ni)minaied in forcign currcn¢io5 ai th¢ balan¢c sli¢ct datc are rcportcd ai the ratcs of ¢x¢hange pr¢vailing at tliai datc. athcr cxchange diffcrenccs arc rccogniscd in thc sthicmcni of financial 8¢tiTritics in the pcri(xl in 'hICh tlicy arisc cxcepi for.. l) ¥xihanbL diff¥r¢n¢¢5 arisinbT on gains or 10ss¢5 non-mon¢lary il¢ins which ar¢ r¢cogynis¢d in oth¢r Lomprch¢nsivL in¢om¢.' and Lxp¥ndiwr¢. ri und structure UiirLstriLtLd inLomL fuiids are general fui)ds that arL' availablL for usc al the truSS discretion in furthcrancL of thc objLLIIN'L5 of ihi Lhariry. Dcsignaicd fiinds arc unrcstricicd filnds sci asidc for spccific purposcs ai th¢ Ilis¢rclion of d)c INsl¢cs. Reslricied incomc lunds are thos¢ donAied for use in a partieular Area or for spe¢ifi¢ purpos¢$. the use of wliicli is rL'striLILbd to rhai ar¥'a or purposL. 2 Income from don4tlon$ and le%4¢le5 Urtrestri<ted funds Cp¢neral R¢$trlcted funds Trfytll 2Q24 2Q24 l)onations aiid l¥gaciis- AppeAl% and donaiiorts 1.039 717,013 718.052 622 1,1139 717.013 718.042 622 3 Other Income Lnrestrieted fund5 Cieneral Total funds Tutal 2024 Rccliargc of shared costs 7,[3 7.063 627 7.IK).I 627 Page 14
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) 4 Investment Income Lnrestricted funds General Total Total 2024 Inci)mc frrn dividcnd8; Dividends rcccii'ablc from oiher unlisied invesimenis Foreign currcncy (Lossl / gains Fami r¢nL¥ 529 529 IAsai 56,273 377 56,273 57,170 55.922 55.9?2 57.-158 5 Exp¢Dditurc on ch#ritxbl¢ a¢tiii¢i¢s Unrestricted 'I'ot*l 'I'otal 2024 General Restricted IYo¢e HiodynumiL agriculturL' truii)ing C'liarirys, runiiin&¥ ¢05ts tirant makin 57.().19 21.¥4.1 57.().19 28,19? 6,149 51,568 79.482 6,462 85,944 105,()91 6 Gain of sttle of investment Lnrestricted rund5 Dc$ixnAt¢d Tot#] 2025 r4ote Gain on 521e of investment 1197,6531 1197,6531 1197,6531 1197,6531 Rachcl Carson C¥ntr¢" sold during th¢ fJnan¢ial yfdr r¢sulting in a Gain of £197.651 whi¢h as b¢w d¢signat¢d to its unr¢stri¢itcd d¢signat fuiul by th¢ I'ru5t. Page 15
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) 7 Analjsls of govern#n¢e support cosis Govornanee Costs Lnrestricted fund5 GenerAI 'I'otal 'I'otg1 2024 IndLwcndcnt LaMIner fecs Lxdinin8tion of th¢ finanLial stal¢m¢nls Othcr fLYs paid to exaniiD¢r5 LLgal fees OlliLr governance costs 875 875 2.-125 5.086 850 1.5.10 5.086 %15 9.217 9,217 9,678 ¥ Grant-m4kln lInl>.813 of RrAnis Gr¥nts to Instllullons 2024 Hiudyi)umiL agricultur¢ training li)frastru¢tUT¥ ,229 211.192 28,192 5.1,568 B¢low are dciails of maLcrial grants made io insiiiuiios by the 2024 Nafflc of institution Aclivitv IIiLHJyniimic agriLulture training B7YnaMiL ast]Lulture traiiiing Infrastructure Infrdstru¢tur¢ Old Plaw. HatLh FJmi Ltd -rublLhurst F'arni Old Plaw Hatch Fartn Ltd 'I'abl¢hurst F'arrn ,229 22.472 28.192 -5.8.19 53.568 Page 16
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) 9 f4ei Incomlngloutgoing resources Nct in¢omingiloutgoingl rcsourccs for the y¢ar in¢lud¢.' 2024 Profit on disposal of invcstm¢nrs Unrcaliscd gain an o¢hcr invcstnicnis 1197.6$3) 880 189 10 Trustees remunerAllon and expenses No inistces, nor ans persons connected iviih them. have received any remuneration from the charity during the >eAr. No tyustcis hav¥ ¢¢I1'¢d any rcimburs¢d ¢X$¢$ or any othcr Ixncfits frojn thc choriry duTillgT thc ycaT. I I Stnff cosls Thcrc were no employees in the financial year 10 3 Isi March 2025 or ihe prior ycar 10 31 si Mareh 2024. 12 '1'IixAtlon Tlie cl)Arily is a regi.%t¢red ¢hArit)' and 1% iherefore exempt Irom ¢orrrf)raiion tllx. 13 blyed 955et investments Other Investments UDllstcd investments Coit nr I'llluatio At l April 2024 Revaluation 7.78.1 41).3 At 31 March 2025 8,186 8,186 Nct book value At 31 March 2025 8,186 8,186 At_I l March 2024 7,78.3 Page 17
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) 14 Soclal Investments Pro%rammt rolated investments Tablcburst Farm Old Pla IIAich Farm R*hctl Carson Centre Total Cost At l April 2024 Disposftls 1.529.344 7M.111 2.347 12,347 2.291.802 At I l March 2025 760,111 2.289.45.5 Provlslon At I l Murch 2025 Net book value At 31 March 21)25 1 S?9.744 760.111 2 ?89.4f.S At I l MarLh 2024 1.5?9.344 7tAI.111 2.347 2.?91,802 -I'hL Lharity htslds progTamm¥-rcldiLd invcstmcnts in biodyn4imic fann prLVLrties Uld Pluiv Hatch and Tcihlchiirst Fami- w'hich arc leased iv fiimiing organi%aiions aligncd iviih thc TTUSI'% cliariiahlc objcciivcs, Tlic%c invcslnicnis arc hcld at cosi and arc noi inlcndcd for linancial rcium, bui rdiher to furtlier ilic Trusi's cducalional and ricultural aims. During ihc yccir, Ihc Rachel Carson Ccnlrc ivas di5KS¢d of for £2(Kl,Q(K). This propertj had prcviou8ly bccn hcld as prognmmc- rcliiicd invc$tmcni. The dIspal gcncraicd a rcaliscd gain of£l97,653, wliicl) lias bccn credited lo Ilic 8iiciemeni ol. Finiillcic11 Aciivi¢ies. Thc proc¢cds have b¢cn designaicd kn suppon long.t¢rn] inlrasiructure dcv¥lopni¥mt at-I'ablLhiirst F"anii. iti linL Ivith ihl Trust'5 chariiabll objLXtiv¢s. 'I'hL irustccs cotlsidir ihcsc invLstinLiiiS ro be ccnlral io thc dcliircry of thc chariry s public b¢n¢fit. and rhey are Inanagcd in aLLvrdanLL ii'iih thc I'rust's investment policy and Ica5e arraiigemthjts. which requirc adhcrcnce to bi(NlynamiL fdmiin¥ principlc5. 15 D¢btors 2025 2024 'rrade debtors Pr¢paym¢nts Othcr d¢btors 27.306 1.061 I,o()o 1.047 .3,.I(K) 4.347 29.367 Page 18
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) 16 Cash and c4sb e4ulv4lertts 2025 2024 Cash at bank 988.774 10.1,851 17 Credltors.. Amounts fAIIith2 due wlthln one )'ellr 2025 2024 Tradc ¢rcdiiors ailicr taxaiinn and 81)cial sccurily Oiher crcdiiors Aeeruals 3,847 1.284 128 6,545 -3.526 11,1172 111 Funds B8lancf •1 I April 2024 R¢snurccs cxpL'ndcd Bglan¢i' ai 31 March 2025 Unre•trlctcd funds GLncral Pund 2..3XO.65X {X6.6(Tr01 2.157.7.1? K B Lc¥a¢y for TIIF Land %ccurity TablihuTSt RC-C Fund 18.430 12,0931 161 197.(15.I 16,-337 3SO 197,651 I X.4.30 -iso 195.5$4 214.-174 ot81 unrestricted fund$ 2.399.088 64,024 108.954 2,572,n66 Restricted fund -Fabl¢huTSt Panii Apprcnti¢¢ship Fund Plaw Hailh Springivater AppL?I TablLhurst FarnihousL Appc#l TablLhutst Housinsj Appcal Old Plaiv Hatch Housing Appeal {45) (5.787) 2.955 20.726 687,50Q 26.51.1 687.51KJ 6.30 13 otAI restri¢ted fund5 643 717.013 16,46? 711,194 TotAI funds 2.399.731 781.037 102,492 3.283,260 Page 19
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) Balance it I April 2023 Illcomine resources Resources expended Balance at JI larch 2024 Unrestrieted funds GeKeral General Fund 2.411.581 58.607 1109.530) 2.780.658 Desixnured K 11 LL¥aLy for THF 24.?69 15.8.19) 18.4.10 Total unrestricted funds 2,455,R50 58.607 1115,3691 2,399,OR8 Restrlcted T7 bleliur8t 110sing Appeal Old Pl&w HatLh Housing AMKal 630 630 Total r¢strict¢d fund% Total funds 2,456.493 58,607 1115.3691 2,399,731 Page 20
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) The specific purposes for w'hich the funds are w be applied are as follows= Unresrricited desIgnad Funds '. * K.B LEGACY grani io Tablehursi Fam): The injsi received this legacy wilh ihe requesi to buppon Tablehurst arm. -I'his l¥gacy is trLlliL as a d<signat¢d unrcsirictLd fvnd. 7'nte¢S agrttd offcr a grjnt io 'l'abl¥hurst fann. io support capital improi'<Jii¢nts (capital iJiiproi'LinLlItI. RCC Fund.. -I'his is thL gain on ihc salL of thL Rachcl Carson CLntrc in the year for l ablchurst Trarni to usc to support th¥ infrasrrnLturL of building adding io its long rimL ass¢1 valuc. Land qccuriij. is a new fLd io help w'ith potcniial land purchases secure ihe longevity of ihe Farms Bio-Dynamic lamiing pratices. Rc8iricted Funds TablLhurst ApprLniiceship fut)d has IKYn sranL%d io grant thc fam) y'ith help with ApprcntlCLship costs. 'IthL Spring WatLY Pund is a nLW fund sei up io help Old Plaiv Hah fam) with its Spriiig water Lainpaibvn. *'1 ablchursi Infra51twLNre Fund providL on-going sUPWrt io ihL' Farn) inLluding an objcctivcs plan. The Tnblchiirsi Fam)housc and Ilousing Appcal is io raisc funds for ihc building of addiiii)nal living ccomn)odaiion for Ihc workcr$ i TiiblehLirsi Farn), including Ihai of a Sirawbalc housc as a reiireincni homc lor Petcr Ilromm, thc CLirrcni fam]cr OFT1b]ellrs1 who is ofrciircmcnt age. * Thc Old Plaw Ilaich I lousing Appeal is io raise funds for thc rcbuildin8 of living accomn)odaiion damRgcd in Uic firL during rhl 201 X finanLial yLar. Page21
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) 19 Analjsls of nei assets betteA furtd$ Lnre5tri£ted Total funds gt 3J March 2025 Cy¢neral Designated Re5trict¢d ixLd assLi investmcnis Currcnl asseLS Curreni liabiliiies 2,197.641 7.592 17,5n2) 2.297.641 99.1.121 17,5021 214,-135 711.194 Total nct a&scts 2.J57.7Jl 214.-1.15 711.194 -3.2X.3.260 Total furtds at 3] lreh 2024 Lnreitriettd funds Gctteral DL'SiRnated Reslriettd funds Fixed ass¢1 investm¢nls Ciirrcnl a%scl.s Currcnl liabiliiics 2.299.5115 114,144 133,072) 2.2941.585 133,21R 133,()721 18.431 643 -I'otal nLt asbLrs 2.-l21Q.657 2,199.7.11 20 klnal>'s19 of net funds At l Aprll 21b24 At 31 MAr¢h flow$ L'ash at bank und in hund 101.851 914N.774 Nct dcbt 103.851 884.923 988.774 At l Aprll 2023 Tr'lnAneing cash flows At 31 Mareh 2024 Cash at bank and in hand 1 $7,758 10.3,851 Nct dcbt 157,7) 153.9071 In3,R51 Page 22
St Anthony's Trusl Notes to the Financial Statements for the Year Ellded 31 March 2025 (continued) 21 Related part) transactlons During the ycar ihe cliaritj. thc following relatcd party trdnsaclions: DonatiDThs frotTh Trustees Ttit(Il <imount (if dunalions reLeived in awegaie wiihout conditions from ttusiees in the y&qr w'ag £nil {2024 - £nill. At tht balanLe shLet datt the am(wnt due St Anthonys Tnt Limited £Nil12024- £Nil). St Anthonys'lrust Limited 181 Anilinny'q TnL%I Lilnit Icoinpany nwnhcr 1455R593. chariiy numirr 121)44011 is a charitable company cstahli%licd by ihc inLStces a% Ilic siiccc%%or hody io thc uninconx)raied cliariiy. Tli¢ livo cniiiics sliarc ilic saiiie Diiring the ycar, '1th ihc cnnscni ol- thc Chariiy Coinini&4inn, the inL%iCCS signed a fnmial agrceiiicnt lo iransfcT all 8seis llnd liabililies 0( Si Anthorty's Trusi 10 St .4nihony's Tnjsi Limiied. Tl)is included the IrAnsler ol- IAnd and propLrty (subIniirLd 10 thL Land RegLSlry). flnancial asseig. and ILgal contrècts. Thc proLCSS was &upportLd by a SPLLialisi Lhariry soliLiror. No ion5idLration puid bL'IIVLLm ihe LmlitLCS. Apart from this planncd transfer. Iherc werL no oihLr rclaicd party IruiisuLlic)n5 rLyuirin¥) di5ilosurL.I At Ilic halancc shcct date thc amouni duc from 81 Anihonys TnL$i Limited £3,30O12n24- £1,(MMJI. 22 ()ff4yalan¢f sheet #rran8emcnts SubSLLIU¥III IL) IhL ycar Liid, IhL rrdiisfcr of Jll assL45 and lidbilliiL io S¢ .4niliony b .1 rusi Liinil¥d (Lhdriiy nuiiibL 1 •1)44nl l is ncarly LL)mpl¢lC . 'I'hi5 r¥prLsLnis a transfer of JLiiviries io J LonnLLIL%d Lliarity undLr LtsinmL)n L(¥i)Irul. -I'hL trdnsfLf Wds apprtsvLd by IhL C'hlty Loinmissitm and LXCCU¢Ld in aLLvrdaiiLL ivith rhL govLrning di)LuinLnis. Page 23