ANNUAL REPORT PERIOD FROM 1 MAY 2021 TO 31 AUGUST 2022
THE JOY FOUNDATION ANNUAL REPORT PERIOD FROM 1 MAY 2021 TO 31 AUGUST 2022
Registered charity 1133292 Company limited by guarantee no 6876199
Trustees Rev Canon Nick Buck (Chairman): Vicar of St Giles Parish Church Lincoln Mrs Cathryn Jones: member of Alive in Lincoln and teacher at The Meadows School, Lincoln Mr Mike Farley: Community Pastor of The Bridge Church, Lincoln (acting treasurer) Mrs Deborah Jolliff: member of St George’s Church, Lincoln, Solicitor
Mrs Jeanette Ash: member of St George’s Church, retired teacher (resigned 14 December 2021)
Mrs Elaine Eagle: member of Alive Hykeham, retired administrator (resigned 14 December 2021)
Rev Alistair Ward: Priest in Charge Elloe Stone Benefice (resigned 20 September 2022) Mr John Clarke (treasurer but unable to serve at present due to health issues)
Mr Jonathan Billingham: member of Alive Church Gainsborough, Financial Accountant (from 23 March 2022)
| 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
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 Withamside United Parish (Bassingham, Thurlby, Norton Disney, Aubourn, Carlton le Moorland, Stapleford) St Peter in Eastgate Parish Church, Lincoln St Columba’s Church, Lincoln Alive Church, North Hykeham Alive Church, Lincoln Life Church, Lincoln
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 financial statements (produced as a separate document) comply with statutory requirements.
This year the accounts cannot be directly compared with previous years as the year end has been changed to coincide with the academic year end. This year’s financial statements show figures for 16 months to 31 August 2022.
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 this year has been restricted to badge selling
-
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 and “ad hoc” 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 31 August 2022, the Charity bank account stood at £13,322.39 (2021: £16,661.76) and the Reserve account stood at £26,009.90 (2021: £26,009.90). During the 16 months, the Charity returned a loss of £2,558.49 (2021: £10,021.03) resulting in a balance sheet standing at £44,193.69 (2021: £46,752.18). No funds are held as custodian trustee on behalf of others.
Reserves Policy
The aim of the charity is to hold reserves to cover 3 months’ running costs and redundancy costs. This would currently be £27,053. This should allow the Trustees time to take the necessary corrective action to gain funding should current income sources dry up. The amount currently in the reserve account is £26,010. The Trustees hope to be able to increase the reserves fund.
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 supported 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 Faith's Infant 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 2022
In this past year The Joy Foundation has re-emerged from the Covid-19 pandemic as a leading provider of Christian support to schools in the Lincoln area. Schools have welcomed The Joy Foundation back to continue with our expert support for Collect Worship, lessons, intervention and extra–curricular clubs.
Over 300 individual acts of Collective Worship have been presented, thereby supporting children’s spiritual, moral and cultural development. These have usually been in conjunction with the school’s own values and are seen as a great enrichment to what the schools themselves present. Children have been able to actively engage in these and the fact that the Joy Foundation has been continuously presenting Collective Worship in some of these schools for all of its existence is a testament to the high regard in which our services are held.
Physical Education and values lessons have also been presented on a weekly basis, using the experience of our two school workers who are both qualified primary teachers. Schools have also started using The Joy Foundation for mental and emotional wellbeing as well as intervention support as they recognise the ease with which our staff are able to communicate with children. This is starting to become a growing area of our work with two schools now receiving weekly support in this area.
Extra-curricular clubs were the last area of our work to return after the pandemic as schools still wished to limit these, but as restrictions are now totally eased, these have resumed and schools are already looking to use The Joy Foundation in a number of different ways with clubs throughout the school year.
The video provision which many schools indicated was somewhat of a lifeline has also continued although for most of the last year until it was said by schools that they were no longer needed as normality had resumed. However, these videos are still available online and some schools have continued to use them.
The Joy Foundation already has a full diary of commitments for next year, which again shows that this work continues to be a vital service for local children.
Andy Housam The Joy Foundation Project Manager
Chairman’s remarks 2022
The Joy Foundation continues to serve the primary schools of Lincoln and its surrounds with enthusiasm and commitment. After the challenges of the pandemic this year has seen a full return to ‘normal’ with the in person in school delivery of Collective Worship, school clubs and one to one support delivered by our schools’ workers Andy and Helen and backed up by Clare, our administrator. The Trustees are hugely grateful to them for their ongoing faithfulness to the Foundation’s work.
Whilst funding the work is an ongoing challenge we end the year once again in a good position, grateful to individuals, churches and charities that contribute to its flourishing. This year for the first time we have asked the schools to consider making a modest voluntary annual financial contribution. We’ve been delighted the schools have responded so positively, a sign of the value they attach to what the Foundation offers.
As I anticipate leaving Lincolnshire in spring 2023 it’s time for me to step down as Chair of Trustees. It has been a privilege to serve in this role for seven years and I wish the Foundation every blessing as we welcome new trustees to the team and look forward to all that’s to come.
Revd. Canon Nick Buck Chair of Trustees
| NOTE | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2022 | 20?2 | 2022 | 2021 | 202',1 | 2421 | |||
| INCOME | Unrestricled | Restricted | Unrestric-ted Total |
Restricted | Total | |||
| e | e | € | e | |||||
| Banklnteresi GEntFunding Regular Personal Donationg RegularChurchOonations Occasiofial PsrsonalDonations O@asional ChurchOonations OccasionalDohations(AnonymouE) |
4.12 4,075.79 15,011.00 3,840.00 7,375.N 2A29.fi 663.i15 |
6,100.00 | 4.12 10,175.79 15,011.00 3,E40.00 7,375.00 2,429.50 663"45 |
5.87 4,000.00 10,953.00 2,860.m 4,760.00 3,694.45 1,754.36 |
10,700.00 | 5.87 14,700.00 10,953.00 2,860.00 4,760.00 3,694.45 '1,754.36 |
||
| OccasionalDonations(Groups& Organisations) Sch@l contract work |
13.1A2.7A | 13jA2.78 | 725.8 5,904.88 |
225.OO 5,904.86 |
||||
| Biblelinccsskm Gift Aid.seipts |
z,sei.ss | z,s6z.ss | ,,#:S | 60.00 2,437.50 |
||||
| coronavirus JobRetentionScheme FundRaising TOTALINCOME |
3,894.65 210.00 210.00 178.00 --ffi17-----,i50fr----ssE:7--?fiizs-?l @#@ |
10,700.00 | 3,893.65 178.00 __-91_,4NJJ_ |
|||||
| EXPEITISES | ||||||||
| Employes Salaries TaldNl contributions Pension TotalEmploy€es |
5 | 2.235.50 48,745.31 39,349.60 7,160.21 |
6,100.00 6,100.00 |
2,235.50 54,845.31 45,449.60 7j60.21 |
1,629.36 29,352.95 22,574.41 5,149.18 |
10,700.00 --]o7ooo |
33,274.41 5,149.18 1,629.36 40,0s2.95 |
|
| Adnlnlsffiian | ||||||||
| Trawlsst6 | 1,408.30 | 1,408.30 | 286.75 | 284.75 | ||||
| Aecountant | 330.00 | 330.00 | 300.00 | 3m.@ | ||||
| WebsiteHosting | 74.25 | 74.25 | ||||||
| DBSClearance | 13.0O | 1300 | 13.00 | 13.00 | ||||
| Offieequipmerl | 635.49 | 635.49 | 127.97 | 127.97 | ||||
| Stationery | 51.97 | 51.97 | 42.16 | 4?.16 | ||||
| Pinting | 20.@ | 20.00 | ||||||
| lnsuran@ | 478.60 | 478.60 | 474.60 | 47860 | ||||
| EleltrielTesting | 30.00 | 30.o0 | 30.00 | 30.00 | ||||
| Training lTDiagnosti6 civicPrayer Brealdast |
19.99 10.00 575.00 |
1S.99 10.m 575.00 |
||||||
| TotalAdministration | 3,572.3s | - | 3,572.35 | 1,fi2.73 | 1,352_73 | |||
| TOTAL EXPENSES | :----aa;1z,E!-------eJggg-:--EE6o----!9J9r.e!- | 10.700.00 | -=IA6E- | |||||
| SURPLUS/(LOSS)resources foryear Balanceboughtfortiard Balan@carisdfoMard |
- | 2,5s8.49 46.752iA 44.193.69 |
2,558.49 46,7_5218 44,193.69 |
10,021.03 36,731.15 46.752.18 |
10,021.03 36.731.15 46.752.18 |
| NOTE | 31t08t2022 | 30t04t2021 | ||||
|---|---|---|---|---|---|---|
| Fixed AsgEtg | €- | t- | ||||
| CurrentAssets | ||||||
| Current account bank balance Reserve account bank balance (Redundancy contingency) TotalCashand BankAccounts |
t € t |
13,322.39 26,009.90 39,332.29 |
€ r e |
t6,661.76 26,009.90 42,67't.66 |
||
| Debtors | ||||||
| Scheols contracturorkin.roiced/outstanding HMRC Gift aid earnedto3118122butnotyet received Total debtor assets |
€ t t |
2,216.51 2,964.89. 5,181 .40 |
f ,. € |
{ or1n" 2,437.5A 4,380.52 |
||
| Qreditors Creditors amount fallingduewithin1year |
7 | t | 320.00 | |||
| TOTAL9URRENTASSETS | r | 4419339 | e | 48,752.18 | ||
| Creditors amount falling dueaftermore than 1year |
€- | €- | ||||
| TOTALNETASSETS(LrAErLrTrES) | r | 44J93S' | € | 40,?521S | ||
| Gompanv Capital and Reserves lssued Share Capital Accumulated Surplus(orLoss) TOTAL Shareholders' Funds |
t-r € |
14,193.6e 44,193.69 |
€- t € |
46,752.18 i[6,752.18 |
| 6 | Deotors | |||
|---|---|---|---|---|
| 2A22 | 2021 | |||
| SchoolContracts | 2,216.51 | 1,943.02 | ||
| GiftAid | 2,964.89 | 2,429.54 | ||
| 7 | Creditor | |||
| 2A22 | 2021 | |||
| lndependentReview | 320 | 300 |
| Summary of Grant lncorne | |||
|---|---|---|---|
| Grants | Unrestricted | Restricted | Total |
| E | t | t | |
| Archer Trust | 1000 | 1,000.00 | |
| Co-op | 57s.79 | 575.79 | |
| John James Charitable Trust | 2,500.00 | 2,500.00 | |
| JosephRankTrust | 5000 | 5,000.00 | |
| Marsh Charitable Trust | 1100 | 1,100.00 |
| FundName | Opening | Received ExpenditureBalance |
|---|---|---|
| Balance | ||
| Restricted | ||
| Core Costs (Salary; | 6,100.006,100.00 | |
| Totals | 6,100.006,100.00 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name THE JOY FOUNDATION members of
On accounts for the year 31 08 22 ended Set out on pages
Charity no 11333292 (if any)
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY .
Responsibilities and basis As the charity trustees, you are responsible for the preparation of the of report accounts in accordance with the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts 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 [The charity’s gross income exceeded £250,000 and I am qualified to statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) 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 accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning 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 concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Signed: SMiller Name: Susan Miller
Date:
1
October 2018
IER
Relevant professional qualification(s) or body (if
ACMA any):
Address: 66 Westcliffe Street Lincoln LN1 3TZ
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
2
October 2018
IER
Give here details of any items that the examiner wishes to disclose .
3
October 2018
IER