JOYFOUN AT serving local children ANNUAL REPORT YEAR ENDING 30 APRIL 2020 ## **THE JOY FOUNDATION ANNUAL REPORT YEAR ENDING 30 APRIL 2020** ## **Registered charity 1133292 Company limited by guarantee no 6876199** **Trustees** Rev Canon Nick Buck (Chairman): Vicar of St Giles Parish Church Mrs Yola Middleton (treasurer) member of Withamside United Parish who is a Maths Tutor Mrs Cathryn Jones: member of Alive in Lincoln and teacher at St Faith’s Infant School Mr Mike Farley: Community Pastor of The Bridge Church, Lincoln Mrs Deborah Jolliff: member of St George’s Church, Solicitor Mrs Jeanette Ash: member of St George’s Church, retired teacher Mrs Elaine Eagle: member of Alive Hykeham, retired administrator **Registered** 8 Malton Road **office** North Hykeham Lincoln LN6 8HR **Project** Mr Andy Housam **Manager** 11 Cherry Tree Close North Hykeham Lincoln LN6 8PS andy.housam@joyfoundation.org.uk 01522 822853 **Staff** Project Manager: Mr Andy Housam Schools worker: Mrs Helen Pennington Administrator: Mrs Clare Moore There is also a team of volunteers working in schools. **Banker** Lloyds TSB High Street Lincoln (309505) Branch Bank correspondence address: Lloyds TSB PO Box 1000 Andover BX1 1LT **Website** www.joyfoundation.org.uk **Supporting** St George’s Parish Church, Swallowbeck, Lincoln **Churches** Swallowbeck Methodist Church, Lincoln North Hykeham Methodist Church, North Hykeham, Lincoln Thomas Cooper Memorial Baptist Church, Lincoln The Bridge Church, Lincoln The Vine Christian Fellowship, Waddington, Lincoln Withamside United Parish (Bassingham, Thurlby, Norton Disney, Aubourn, Carlton le Moorland, Stapleford) St Peter in Eastgate Parish Church, Lincoln St Columba’s Church Alive Church, North Hykeham Alive Church, Lincoln Life Church, Lincoln St. Faith’s Church, Lincoln Cherry Willingham Methodist Church ## **Structure, Governance and Management** The Joy Foundation is a company limited by guarantee, incorporated on 14 April 2009, with Articles of Association dated 6 April 2009 based on the Charity Commission model articles for charitable companies under the Companies Act 2006. It is also a registered charity and is registered for Gift Aid with HMRC. Current trustees represent supporting churches as noted above. The trustees meet quarterly for regular meetings and those meetings are attended by the Project Manager and Administrator. Extra meetings of trustees or sub-groups of trustees are arranged as required. An Annual General Meeting is held each Autumn at which trustees are re-elected as required. New trustees are recruited, usually from supporting churches, and appointed by the trustees during the year if appropriate. New trustees are given an explanation of their responsibilities and role. Day to day management is carried out by the Project Manager, who meets regularly with other staff and the volunteer team for supervision and training. Pastoral support for the Project Manager is provided by Alan Hoare and Nick Buck. ## **Financial Review** The Charity is supported financially by a combination of payments received as below - Regular plus occasional “ad hoc” payments received from individual donors - Regular plus occasional “ad hoc” payments received from supporting Churches - Fundraising activities such as card selling, craft afternoon, cricket match, badge selling and quizzes - Grant funds received from other Charities, Companies or Churches - Contract work by the Project Manager taking lessons in local schools - Gift Aid tax relief in respect of regular payments received from personal donors The year end Accounts show no fund is materially in deficit. The majority of the Charity’s money is held as working capital in a standard Charity bank account in order to meet ongoing running costs of which the major factor is salary and associated “on costs” of tax and National Insurance contributions. Apart from the working capital, a separate fund is also held in a Reserve account intended to meet the Charity’s calculation as to its ongoing potential liability to meet redundancy costs for its employees should the Charity cease to operate. At the year end, the Charity bank account stood at £8936.60 in credit and the Reserve account stood at £26,009.90 in credit. During the year ended 30/4/2020, the Charity returned a profit of £483.68 resulting in a balance sheet standing at £36,729.00 at the year end. No funds are held as custodian trustee on behalf of others. ## **Public Benefit Statement** The Trustees consider that they have complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercising their powers or duties. ## **Objectives and Activities** The Objects as stated in the Articles are as follows: "To act as a resource for young people up to the age of 18 living in Lincolnshire (the area of benefit) by providing advice and assistance and organising programmes of physical, educational and other activities as a means of: a) advancing in life and helping young people by developing their skills, capacities and capabilities to enable them to participate in society as independent, mature and responsible individuals; b) advancing education; c) advancing the Christian religion; d) providing recreational and leisure time activity in the interests of social welfare for people living in the area of benefit who have need by reason of their youth, age, infirmity or disability, poverty or social and economic circumstances with a view to improving the conditions of life of such persons." In order to further those objects, The Joy Foundation works in schools in and around the Lincoln area, leading collective worship, running clubs and teaching lessons. The Joy Foundation also leads children’s workshops, gives staff training and has representatives serving on school governing bodies. ## **Achievements and Performance** The Joy Foundation has continued to support local children in a variety of ways in schools. These are the schools where The Joy Foundation has been active over the year: Brant Broughton Church of England & Methodist Primary School Branston Infant School Cherry Willingham Primary School Coleby Church of England Primary School Lincoln, Bishop King Church of England Community Primary School Lincoln, Bracebridge Infant and Nursery School Lincoln, Leslie Manser Primary School Lincoln, Manor Leas Infant School Lincoln, St. Christopher’s School (special school) Lincoln, St Francis Special School Lincoln, St Giles Academy Lincoln, St. Peter at Gowts Church of England Primary School Lincoln, St Peter in Eastgate Church of England Infant School Lincoln, The Meadows Primary School Lincoln, Westgate Academy Navenby Church of England Primary School North Hykeham, All Saints Church of England Primary School North Hykeham, Fosse Way Academy North Hykeham, Ling Moor Academy North Hykeham, Manor Farm Academy Saxilby Church of England Primary School South Hykeham Community Primary School Waddington Redwood Primary School Welbourn Church of England Primary School Witham St. Hughs Academy ## Project Manager’s Report 2020 The Joy Foundation has had another encouraging year, working in 24 different schools. All of these schools have wanted The Joy Foundation to deliver Collective Worship as this supports spiritual, cultural and moral development. Schools have also recognised the expertise that TJF staff bring into school and recognise that this experience is adding much value to the life of their schools. Collective Worship has remained at the core of the work of TJF with also school staff training on this and the project of supporting clergy in Christianity Deanery with Collective Worship being delivered. TJF is now widely recognised as the experts in this area amongst primary schools in the Lincoln area. It has also been a great privilege to work more closely with some schools, supporting groups and individuals in the areas of Physical Education, Religious Education, values development and intervention. These lessons, sessions and clubs have taken place on a weekly basis throughout the year in 4 different schools. Also the volunteer BibleLincs team has been active, as well as other voluntary intervention support. The Joy Foundation has also continued to enjoy the support of many local churches as they understand the importance of having a regular Christian presence in local schools. The end of this year has also seen the beginnings of the Covid-19 pandemic and this has had a significant effect on local schools and the work of The Joy Foundation. With there being no access physically into schools, The Joy Foundation has adapted in order to continue to supply a Christian voice to children. This has been done through the provision of regular video messages. The initial response to this has been fantastic, with schools expressing great appreciation and gratitude. The quality and appropriateness of these messages have also been remarked upon. This feedback has encouraged The Joy Foundation as we now face uncertain times ahead. Andy Housam The Joy Foundation Project Manager ## Chairman’s remarks 2020 The majority of the year 2019-20 was ‘business as usual’ for the Joy Foundation. Collective worship was lead, mentoring was conducted, clubs were run, Bible Lincs took the message of the bible to schools. The Christianity Deanery Collective Worship project, funded by the Diocese of Lincoln, offered one-to-one mentoring to clergy who requested it and a number of training sessions relevant to clergy conducting collective worship in their parish schools. This project has now come to its natural end. Behind the scenes the trustees gave attention to the financial security of the charity, accepting the offer of a volunteer’s services to undertake fundraising research on our behalf and ensuring we fulfilled our obligations in regard to employee pensions and the correct reserves for redundancy provision. The last two months of the reporting year however saw the country plunged into ‘lockdown’ and schools closed to all visitors. Trustees took the hard decision in April to furlough our school’s worker in order to preserve financial resources and draw on the governments support scheme. The Foundation swiftly adapted and offered schools and churches three pre-recorded collective worship videos each week till the end of the summer term. These have been hugely appreciated and are a sign of the readiness of the Foundation to respond to changing circumstances. I am grateful to the trustees for their hard work, particularly in relation to the challenges of the last months and rejoice that we have such a committed and versatile staff team who ensure that the ministry of the Joy Foundation develops and flourishes. Revd. Canon Nick Buck Chair of Trustees THE JOY FOUNDATION FINANCIAL STATEMENTS FOR YEAR ENDING 30TH APRIL 2020 THE JOY FOUNDATION IS A REGISTERED CHARIry (NO.1133292) AND A COMPANY LIMITED BY GUARANTEE (NO. 6876199) THE JOY FOUNDAn Accounts FINANCIAL STATEMENTS FOR THE YEAR ENDED 30TH APRIL 2020 Charity Trustees Revd.Canon Nick Bud( (Chair) Mrs D Jolliff Mrs Y Middleton Mrs C Jones Mr M Farley Mrs J Ash Mrs E Eagle (rreasurer) Registered Office 8 Malton Road North Hykeham Lincoln LN6 8HR COr￿spondent with Charity Commission Mrs D Jolliff 8 Malton Road North Hykeharn LinLYJln LN6 8HR Registered Charity Number 1133292 Company Number 6876199 Banker Lloyds TSB Huh St Lirwln (309505) Branch Bank corresponden￿ address Lloyds TSB PO Box 1 IXK) Andover BX1 1LT Company Nam• Th• Joy Foundallon Company Number 6878199 2010¢r2019 Flxed 8,936.60 6.452.Y2 34.948.JQ 34A82.82 Dobtorn 1,353.72 HMRC Gift earned lo 3014120 leC￿d 1,782.50 4,992.85 tock Credltors 1 year TOTAL NET *ASEfs ILL4BiIIU) 39 455.67 39,455.87 36.729 hlk• Fat Iq 4*2020 Re¥d. Carw NKk BLK* THE JOY FOUNDATION NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30TH APRIL 2020 1 Cash at Bank Cash balances are split bet￿n I￿r> accounts at Lloyds TSB Bank. The current account is used for working ca￿1 and the Reserve aCC￿nt used to hold a Redundancy Contingency fund. 2 Fund Rai8lng This indudes Christmas quii (ard comWition, crid(et match, craft afternoon and badge selling. 3 Salary This line represents permanent employment of ArKly Housam, Helen Pennington and Clare Moore for 12 months from 115119. 4 Insurance Public. Employers, Trustees liabilty & ProfessKJnal Indemnty insuran￿. 5 School contract work - invoiced but outstanding Invoice number 236. 6 Note on Balance Sheet The balan￿ sheet shows debtors at the year end wth a movement between 2019 and 2020 of -£3210. THE JOY FOUNDATION EXPENDITURE A 30TH APRI R THE12 {12 M¢)nlhsl 112 Mcrthsl Bank Interest Collective Worsh￿} Cw8e Grant Fundirvj Regular Personal Donatths Regular Church Donats"ons Occasional P•rsonal Donations 13.37 12.22 250.CQ 105W. 7628.C(I 15CKI.IX) &593. 1515.C 112&fj.67 2276.17 1CL)55.38 120. 3.24 1cw.IXI 2682.94 3167.25 93.65 9e67.98 180.00 Occas￿1 Donations (ArwTnw$l 8it481incs Se$$￿￿$ Gfft AMI rewpts Fund Rai8wig T(tsl 0¢￿•11￿￿ £43,112.83 £38,431.04 TOTAL INCOME £43,112.83 £38,431.04 EXPE Employ0•8 Salanes TayJNI ￿ntribut￿5 Pw)sion T•)tal Employ• 33,024.21 5161.72 1937.59 £40,123.52 32,714.90 5129.54 1280.52 £39,104.96 Admlnlslrnllon Travel costs Wabsrte Hosts"ng DBS Clearar Access lo Grant Datsbase OffiL% equipment In•Scl)o(A Res￿rCeS StatK)nery Printing Insuranc8 Biblelincs exp8ns Rdund of Cdl8ctive W C(x¥s¢ fees El&Jrical Testing Total Admlnl¥tr•tlon 14W.51 74.25 1474.96 74.25 140.CX) 87.48 112.45 116.53 91.45 503.60 13.¥2 478.60 23.54 24.(Ll £2,S)5.63 28.1)0 £2,495.77 TOTAL EXPENSES £42,629.15 £41,6cKJ.73 SURPLUSIILOSSI CARRIED FORWARD £483.88 .169.69 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Joy Foundation On accounts for the year ended 30 April 2020 Charty no (if any) 1133292 Set out on pages I report to the trustees on my examination of the accounts of the above chaiity ("the TrusV} for the year ended Responsibilities and As the charity trustees, you are responsible for the preparation of the basls of report accounts in accordan￿ with the Charities Act 2011 (Yhe Act"). I report in respect of my examination of the Trust's 8ccounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm thal no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Act; or the accounts did not ac£ord with the accounting records.. or the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no COn￿rnS and have come ￿rosS no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. . Please delete the words in the brackets rf they do not apply. Signed: Dats: 20 Name: Mr Michael Freeman Relevant professional quallfication(s) or body (if any): M£. Aco(StLw-, , CI PFR(Reli Address: 11 Torgate Lane. Bassingham, Lincoln LN5 9HF October 2018