Trustees’ Annual Report for the period
From (start date) 0 1 0 1 2 3 D D M M Y Y to (end date) 3 1 1 2 2 3 D D M M Y Y Reference and administration details
Section A Reference and administration details Charity name National Handwriting Association ~~PT~~ Other names the charity is known by ~~PT~~ Registered charity number (if any) 1 0 5 1 1 5 7 ~~ITT TTT Tl~~ Charity’s principal address 2 Moths Grace Basingstoke Postcode R G 2 4 9 F Y Names of the charity trustees who manage the charity Name of person (or body) Dates acted if not for Trustee Name Office (if any) entitled to appoint whole year trustee (if any) 1 Dr Mellissa Prunty Chair 2 Dr Emma Sumner 3 Caroline McHugh Vice chair ~~——~~ 4 Michelle Stone Vice chair ~~a~~ 5 Dr Olivia Afonso ~~——~~ 6 Dr Lynsey O’Rourke ~~——~~ 7 Lesley Harding ~~a~~ 8 Stephanie Exley ~~———~~ 9 Michelle Williams ~~ee~~ 10 ~~———— Po~~ 11 ~~a~~ 12 ~~——~~ 13 ~~——~~ 14 ~~——~~ 15 ~~ee~~ 16 ~~ee~~ 17 ~~——~~ 18 ~~——~~ 19 ~~a~~ 20 ~~—— ————=ee~~ Names of the trustees for the charity, if any (for example, any custodian trustees) Name Dates acted if not for whole year
March 2012
TAR
1
Section A
Reference and administration details (continued)
Names and addresses of advisers (optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (optional information)
Section B
Structure, governance and management
Description of the charity’s trusts Type of governing document Constitution (eg trust deed, constitution How the charity is constituted Association (eg trust, association, company) Trustee selection methods Elected by members (eg appointed by, elected by)
Additional governance issues (optional information
-
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
Committee
Corporate Sponsors
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
March 2012
TAR
2
Section C
Objectives and activities
Summary of the objects of the charity set out in its governing document To promote and foster an active interest in the acquisition of handwriting and keyboarding skills as vital components of literacy. To support best practice in the teaching and learning of handwriting in typing both nationally and internationally. Summary of the main activities undertaken for the public benefit in relation Provide training in person and online to teachers and health care professionals. To share good to these objects (include within this section and evidence based practice on our website. To provide online twilight information sessions to the statutory declaration that trustees have parents and teachers. had regard to the guidance issued by the Charity Commission on public benefit) Additional details of objectives and activities (optional information) You may choose to include further statements, where relevant, about: • policy on grantmaking; • policy programme related investment; • contribution made by volunteers.
Section D Achievements and performance Summary of the main achievements of the charity during the year Our main achievement for the 2023 financial year (January 1st 2023-December 31st 2023) was to continue to change and grow post COVID-19. We recommenced some in person training which has proven to be a good option for us. We will continue to offer both in person and online training moving forward. We finished the year with a small surplus over expenditure in the 2023 accounts. Our income was driven by individual and corporate membership alongside the training courses we deliver. Our outgoings were consumed by staff costs and website/marketing which has been the focus of our work post pandemic. In 2023 we held a 3 Day course online (November) followed by a 2 Day in person course at Brunel University London (June). We held twilight events for parents, teachers and occupational therapists online. This hybrid model worked well for us and as such we will continue this model of delivery into the future. We also continued to respond to media requests. Our ability to provide evidenced based responses to contemporary issues remains a strength and an important duty particularly post pandemic as we start to recover from school closures.
March 2012
TAR
3
----- Start of picture text -----
Section E Financial review
Brief statement of the
charity’s policy on reserves
Details of any funds materially in deficit
Further financial review details (optional information)
You may choose to include additional
information, where relevant, about:
• the charity’s principal sources of funds
(including any fundraising);
• how expenditure has supported the key
objectives of the charity;
• investment policy and objectives including
any ethical investment policy adopted.
Section F Other optional information
The charity amended the constitution to include international outlook. We will add
National and International Handwriting Association to our website to reflect our membership.
We have members from 13 different countries. The constitutional change was approved at
the AGM.
Section G Declaration
The trustees declare that they have approved the trustees’ report above
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Dr Mellissa Prunty
Position (eg Secretary, Chair, etc) Chair
Date D 29/10/24D M M Y Y
----- End of picture text -----
March 2012
TAR
4
The National Handwriting Association Accounts - 31 December 2023
Income
£
Expenditure
£
Subscriptions - Individual 2023 6,062.00 Salaries : Admin 4,941.50 Subsciptions - Institution 2023 1,726.00 Salaries : Finance 2,737.50 ubscriptions - Corporate 2023 6,000.00 Fees : Authors 0.00 Group subscriptions - 2023 0.00 Friends of the NHA 140.00 Inset Days 2,489.30 Fees : Inset Days 2,312.22 Courses - Online 7,652.10 Online Training Fees 4,114.49 Venue Hire Deposit 0.00 Publications & Postage 1,055.00 Postage 58.77 Postage - NHA 0.00 Exhibitions 0.00 Marketing - Website (Hosting & Support) 6,820.79 Marketing - Lead Generation 391.64 Pubication - Journal Editing 0.00 Stationary & Copier Costs 0.00 Travel to NHA Meetings 366.63 Insurance 457.27 Other Income 0.00 Bank Charges - Paypal/Stripe 350.62 Interest 14.02 Bank Charges - CAF 60.00 --------------------25,138.42 22,611.43 Surplus of Income over Expenditure for the year 2,526.99 ------------------------------------25,138.42 25,138.42 ============ ========== Statement of Affairs as at 31 December 2023 Accumulated Funds Cash at Bank and in Hand Balance at 1st January 2022 36,924.55 Lloyds TSB Bank plc 3,061.02 Plus Profit Year to date 2,526.99 Santander -Current Account 11,548.76 -------------39,451.54 -------------11,548.76 CAF Current Account 7,318.87 CAF Deposit Account 17,212.60 -------------Creditors - Account 1,234.80 - 24,531.47 Creditors - Accruals 0.00 Paypal 0.00 Creditors - Other 0.00 Paypal - Account No. 2 0.00 Other Debtors 0.00 Other Debtors Grant Received - Waterloo Fund 0.00 Prepayments 0.00 Debtors - Account 924.51 Reserves Bfwd 0.00 ------------------------------------39,141.25 0.00 39,141.25 ============ ==========
The National Handwriting Association Accounts - 31 December 2023
Income
Expenditure
£
£
Signed by: Dr Mellissa Prunty