Legasee Educational Trust ANN UA L REP O RT 2020 - 2 0 2 1 Registered charity number: 1145354 (ENG & WAL) SCO 47748 (SCT) www.legasee.org.uk ## **LE GAC Y - L EG·A ·CY [ LE G-UH-S EE] N OU N,** PLUR A L **L EG·A ·CI ES .** ## **1. Anything handed down from the past, as from an ancestor or predecessor: the legacy of Britain.** ## **2. Law. a gift of property, especially personal property, as money, by will; a bequest.** When you write or update your will, please think of the work we do at Legasee. By leaving just 1% of your estate, you can make sure that future generations will learn of the sacrifices made by the British military. Legacies are generally exempt from IHT, so a gift to Legasee is likely to be free of tax for us and an efficient way to enable us to capture the stories of other Veterans. ## **M I S S I O N S TAT EM E N T** **Legasee is a charity working with veterans to advance the education of the public in the effects of military activity and to promote the conservation of records of veterans who have been involved in military conflict.** We achieve this by capturing these experiences and observations on hi-definition video for future generations, and by developing projects that educate teachers, students and the general public. We aim to be accountable for the funds we use, costeffective in carrying out our purpose, caring, respectful and professional in the way we work and transparent in all our activities. Find out more about remembering Legasee in your will by calling **+44 (0)788 1814 707** . Thank you. 2 L E G A S E E A N N UA L RE PORT 2020-2021 3 ## **IN T RO DUCTION** ## **FROM TH E C H A I R OF TRU S T EE** **Like many charities and heritage organisations across the country, our ability to work this year has been severely affected by Covid -19.** We recognise also, the devastating affect that this virus has had on the veterans that have had to shield and those that lost their lives. Our thoughts continue to be with them and their families. We were pleased to be able to complete the interviews for our “Band of Sisters” project, capturing the testimonies of the families of wounded veterans but had to put other aspects of the project on hold including the exhibitions and school sessions. As we only employ freelance staff and rely mainly on volunteers, we did not qualify for the government furlough or grant schemes. We were grateful, however, to receive funding from the Lottery Heritage Fund to maintain our archive and secure the sustainability of the organisation going forward. On behalf of the Trustees, I would like to thank our freelance workers and volunteers for sticking with us and helping each other through this difficult time. We hope that next year will allow all of us to get back to some degree of normality so that we can once again, start interviewing and add more incredible testimonies to our Archive. **They're ashamed of their past, they're ashamed of what's happened to them and they don't know how to cope with that shame. It's helping them understand that there's no need to feel shame. That actually that it's not their fault they're broken. I need other people to understand that.”** _Teri Turner - responding to the question, ‘why she wanted to share her story’_ The Military Family: A Lifelong Service _Mark Turner_ DA R R E N R I C H A R D S CH AIR 4 L E G A S E E A N N UA L RE PORT 2020-2021 5 ## **OB J E CTS AND AC T I VI TI ES** ## **Constitution** Legasee Educational Trust operates as an unincorporated charity whose object is to advance the education of the effects of military conflict in any manner which now or hereafter may be deemed by law to be charitable. The relevant powers granted to it by the constitution to achieve this are: - To encourage, promote, organise and advance the education of the public in the subject and effects of military activity and promote conservation of actual veteran experiences for future benefit. - To work in partnership with other organisations for the advancement of education in military activities. ## **Current Objectives** The continuing uncertainty around the length of time the COVID-19 pandemic will affect us, creates difficulties in setting firm objectives for 2021/22. Our plan will be to complete the National Lottery Heritage Fund ‘Band of Sisters’ project as far as we can and to start planning for a Falkland’s War project in 2022. ## **Monitoring and Evaluation** The charity continues to develop its best practice procedures for the monitoring and evaluation its work from the learning gained from the projects it has undertaken. Each project identifies areas that can be improved. The monitoring and evaluation reports from our projects are available by email request to **info@legasee.org.uk** - To engage in research and the provision of information related to veteran experiences and military activity. - To raise funds to support the work of the charity. 6 L E G A S E E A N N UA L RE PORT 2020-2021 7 ## **AC T I VI TI ES T HE SE CRET WA R** **On the 80th anniversary of the capture of the first naval Enigma machine from U-110 in the North Atlantic in May 1941, by British Sailors from HMS Bulldog, it is fitting that Alan Turing has been commemorated on this year’s £50 note.** In September 1941 Churchill was introduced to Alan Turing during a visit to Bletchley Park and the following month Alan and three other cryptographers wrote directly to Churchill asking for more administrative resources, a request which the Prime Minister immediately granted. Many have since recognised the significant role played by the team at Bletchley park in shortening the war and saving many lives. This quote being attributed to Winston Churchill: “ Alan Turing made the single biggest contribution to Allied victory in the war against Nazi Germany.” In 2016, Legasee joined forces with oral historian Martyn Cox to release and record 70 remarkable interviews with men and women who played vital roles in the clandestine operations of the Second World War. A number of these interviewees worked at or had contact with Bletchley Park and in this anniversary year we felt it appropriate to feature some of these stories from our Archive. We hope you enjoy them. **Sub-Lieutenant “Jimmy” Green** was serving onboard HMS Bulldog when they managed to depth charge a German U-Boat. “ The Captain had signalled back to the Admiralty and they knew that we’d captured an Enigma machine and the papers relating to it and it was set for that day. So we were ordered to leave the convoy, go hell for leather back to Scapa Flow with our prisoners. And of course the Enigma machine was sent off to Bletchley Park so the code breakers had this Enigma machine in their hands and they broke the German code and we were able to intercept U-boats and lots of their supply ships as a result of that exploit of the Bulldog." **Mavis Batey** was one of ‘Dilly’s fillys’. Early in the war she was working for Dilly Knox. He said, “We are breaking machines, have you got a pencil?” And I had no idea, I didn’t even know about the Enigma machine. And then he handed me a whole pile of rubbishy messages, all nonsense of course, gibberish, and these were made worse by his scribbles on them, and he said, “Here, have a go.” And that was how I got through into the German Enigma messages! 8 L E G A S E E A N N UA L RE PORT 2020-2021 9 **Ruby Marchant** worked in the main house in Bletchley Park and had not told anyone about it until she met us. “ We were just given sheets of paper with long lists of numbers on it. And we had to go through all these numbers in the list and we had to extract the sections which were headed with the code for England. When you found numbers you were over the moon but, generally speaking you were very bored and you just didn’t talk to people. That was the trouble you weren’t even allowed to talk to people in the next room. So what they were doing you don’t know. **Doreen Page** had been studying German at a London University before she became a Marker in Hut 8. “ I was doing the ‘home waters’ section which covered all the coast from north Norway right the way down to the south of France and all along the Dutch, Belgium and French coasts. I got to know all the ports where they were all coming from,and what we were doing of course, was tracking the U boat movements for the Atlantic, I mean that was what I was doing and the other half worked on the other shift were doing the Med. **Joy Aylard** operated Turing’s Bombe machines at both Eastocte and Bletchley Park. “ The most tedious part was that these BOMBEs had little, you've probably seen them, little brushes all-um, wired brushes in, in layers, all round the inside. We had to tweeze those so you didn't get a short circuit. You had to be very careful to tweeze all these wretched things. they were little um (unclear) not spreading around. And if, um, if there was a problem, you’d be, you know, if you did something wrong, they would find out that you’re BOMBE should have broken the code earlier. You'd be in dead trouble but um. As part of the Secret War project, Legasee created a mobile phone App which enables users to learn about the “secret war” history of some of the buildings and streets of our capital city. ‘Spooks, Spies and Videotape - London’s Secret War’, is a free download on all Apple iPhones. The App features 28 different locations around London that were requisitioned and played vital roles in clandestine operations throughout Europe and the wider world. Each location reveals interesting factual detail on their specific use and many feature video of the veterans who worked there. We have also included documents and audio recordings from the National Archives and the Imperial War Museum. Use this URL to download: shorturl.at/cpuxR 10 L E G A S E E A N N UA L RE PORT 2020-2021 11 ## **AC T I VI TI ES A NE W WEBS ITE D ES IGN** have more than 650 veteran interviews who collectively account for over 3800 individual written entries and 90,000 assigned tags. Whilst this data is a fantastic resource, the detail brings with it complexity. **Whilst our core work has been adversely affected we have taken the opportunity to redesign our website.** Using extensive feedback and the expertise of the digital design agency EverythingConnected, we have significantly improved the user experience for both the general public and the many teachers who regularly download our lesson plans. By utilising advanced search tools within our content management system, we intend to make the browsing experience a more productive and enjoyable experience. Developments will take place over the course of the year ahead. In the 9 years that Legasee has been operating as a registered charity, we have grown our archive considerably. We now **650+ 3800 90,000 Veteran Individual Assigned interviews written entries tags** 12 L E G A S E E A N N UA L RE PORT 2020-2021 13 ## **AC T I VI TI ES “ T HE M I LITA RY FA MILY: A LI FE LONG S ERV ICE ”** **During 2020 we continued work on this project, as far as we could, within the boundaries set by the Government’s COVID-19 guidelines.** The project aimed to capture the stories of 30 families living with wounded veterans of conflict. The inspiration for this project came from veterans with whom we have worked in the past – veterans who had experienced injury themselves and spoke about the support they had received from their families, and how their families often suffered themselves. Having recorded the stories of veterans of many conflicts and operations, we felt that this was an important aspect of our military heritage to capture, raise awareness of, and create understanding. Working with Help for Heroes our aims were to: - Undertake oral history interviews of 30 families’ personal experiences (WWII – present) and produce film for online and social media. - Create a learning pack for schools and deliver learning sessions - Create an exhibition We are delighted that prior to lockdown in March 2020 and after the easing of the lockdown in the summer, we have been able to complete all 30 interviews including two children who agreed to be interviewed but do not appear on the website. The interviews include individuals whose stories cover a wide range of experiences including loss of limbs; internal injuries; PTSD, trauma and depression. We heard from people from the Army, Navy and Royal Air Force, from all across Great Britain and Northern Ireland – men and women who are parents, partners and children of service personnel whose career has changed them forever. **The impact on the family is very often a hidden impact and whilst the focus is quite rightly on the veterans there’s also a gap in a recognition of just how much support the families give and the impact it has on the families. That impact permeates into not just the immediate family but the wider family and how that family functions in society. Everything changes.”** _Extract from interview with Michele Apter_ - Conduct archival research 14 L E G A S E E A N N UA L RE PORT 2020-2021 15 ## **AC T I VI TI ES** ## Exhibition We were able to construct an exhibition and install it for a short period of time, before the COVID-19 lockdown, into Catterick Library. Prominently displayed next to the study zone, it caught the eye as visitors entered the building, it was attracting attention even as we constructed it. We selected five participants to feature, who’s stories exemplified the various aspects of caring for injured service personnel, and who’s quotes had the most power to draw people in to find out more. In addition, a 20- minute film montage with sound and subtitles captured many of our interviewees at their most candid allowing library users to make use of the available seating and watch our film. Catterick Library’s Events Co-ordinator Jane Greenwood told us: **“ It has been a pleasure to host the exhibition which far exceeded our expectations. We pride ourselves on being an interactive library, so it has been great to see so many people stop to watch the film and read the words. It is regrettable that the COVID-19 outbreak cut this short.”** 16 L E G A S E E A N N UA L RE PORT 2020-2021 17 ## **AC T I VI TI ES** ## Book Throughout the project, interviewees have spoken consistently about the impact of military service on younger members of the family. This has led us to write and publish a children’s book supporting military families living with PTSD, injury and upheaval. **Ollie’s dad’s a soldier and he thinks that’s pretty cool,** **But it means his life is different to most other kids at school,** ## **‘Cause when your dad’s a soldier, moving isn’t all that strange** **Though it still makes Ollie worry when he knows that things will change…"** ## Archival research Through our work with the Band of Sisters we were struck by comments made comparing modern experiences of PTSD with those through the last 100 years. "The progression of the understanding and treatment of post-traumatic stress disorder from WWI to the present day” is a published paper on the changing attitudes to PTSD from WWI to the present day. The paper notes the broad improvements in attitudes and treatment, whilst finding significant failings in the system, notably within the NHS who lack the expertise regarding the combat role, and within the Armed Forces which continue to harbour pockets of denial regarding PTSD. The paper also notes the changing causes of PTSD, with service personnel increasingly exposed to violence towards civilians, especially children, for which they are psychologically unprepared. Additionally, as women have joined regiments and Information around upheaval for military children was specifically highlighted as a need by local Catterick schools and the CRACCL library service, and so we are very pleased that we have been able to create this. “One Hundred Jumping Beans” was written by Paula Rogers and illustrated by Geraldine Sierra. You can order a copy via our website or through Waterstones. The book played a central role to a series of lesson plans which Le Cateau school in Catterick used with their pupils. Aimed at developing empathy and understanding of the impact of military service on young children, the school were delighted with the opportunity to get involved. **I liked doing all of the activities from this book. I wish there was another one.”** _Pupil, Le Cateau School_ 18 L E G A S E E A N N UA L RE PORT 2020-2021 19 ## **AC T I VI TI ES** gone on to take combat roles, some have experienced PTSD as a result of abuse from their own colleagues. **An unexpected finding was the role which family, especially women, has played in improving access and outcomes. As women's voices grew louder through the 20th century, and women's status within relationships became equal, so their ability to advocate for their partners (sometimes adult child or parent) increased.”** The paper is available to download on our website or request a copy from: info@legasee.org.uk Central to the success of this entire project has been a strong, collaborative relationship with Help for Heroes Band of Sisters, including their media relations team, their events team and most significantly their project management team. Lucy Wray, Band of Sisters Manager for the North region told us: **“ The family members who have taken part have got so much from the project. Feedback suggests that having been given the opportunity to share their story, has improved their confidence, given their wider families an honest sense of how they suffer as well, and most significantly they have felt more comfortable in coming forward to ask for support.”** We thank Help for Heroes for all the support they have given us and the families who have shared their stories with us. Their fortitude and resilience is both inspirational and humbling. 20 L E G A S E E A N N UA L RE PORT 2020-2021 21 ## **PARTNE RSHIP WO RK I NG** **Legasee views partnership working as essential in carrying out our charitable objectives and we have worked hard to develop partnerships that have added value to our work and where we have added value to others. These include:** - AP Archive • Hill Print Limited - • Association of Wrens • Historical Association • BFBS • Innovistory - British Korean Society • Kualo Limited - • Campaign Force • Le Cateau Community Primary School - Catterick Library (CRACCL) • Normanhurst School - Defence Relationship Management - Jordan Atkinson Studio - The Oral History Society - Doc Productions - Everything Connected - The Royal British Legion - Help for Heroes - University of Portsmouth ## **GOV ER NA N C E A N D DECI S I ON M A KIN G** **The body responsible for the management of the charity is the Executive Committee of Trustees. The Executive Committee meets four times a year and is elected by the members of the charity.** The Development Director attends all Executive Committee Meetings and members of the charity are invited to attend. ## **Executive Committee** ## **Trustees Staff / Freelance** Mrs Ellen Clark Ms Paula Rogers Mr Darren Richards _Chair_ Mr James Butler _Treasurer_ Mr Martin Bisiker Mr Ronald Hicks Mr Albert Berritt ## **Ambassador** Mr Martyn Cox - Volunteer Centre Hackney 22 L E G A S E E A N N UA L RE PORT 2020-2021 23 ## **T R E ASU RERS REPORT F OR THE Y EA R END IN G 3 1 S T M ARCH 2021** ## **Achievements and Performance** We are pleased with what we were able to accomplish under the restrictions introduced to control Covid-19 epidemic. We have made progress with our “Band of Sisters” project, namely completing all 30 interviews, redesigned our website and, importantly, secured our Archive and the future of the organisation during this difficult time. ## **Financial Review** The Statement of Financial Activities shows a net surplus for the year of £1,011. The charity’s reserves total £40,798 of which £21,646 are restricted funds and £10,000 designated funds for website and digital updates. The administration overhead for the charity was less than 1% of turnover. The Charity operates with very low overheads as it benefits from free office space and most of the work is carried out by volunteers and freelance workers for specific projects. ## **Future Developments** Our key objectives for next year are detailed within the “Objects and Activities” page of this report, mainly to remain solvent. In these difficult times, the Trustees have, again, made the decision not to transfer assets to the CIO at this point in time but having taken advice from the Charity Commission, leave the CIO as a dormant charity if needed in the future e.g. the charity owns or leases a building. We will file accounts for the CIO showing a zero value that reference this charity’s accounts and annual report. ## **Health and Safety Policy and Risk Assessment Policy** The charity has documented Health and Safety Policies, these are available on request. Policies are updated in light of current legislation and changes within Legasee’s working practices. ## **Reserves Policy** The Charity’s policy will be to maintain a reserve fund (unrestricted) that covers six months operating costs. JA M E S B U T L E R TR E A S U R E R This report contains insufficient information to allow a full understanding of the financial affairs of the charity. For further information the full accounts should be consulted: copies are available for inspection at Legasee Educational Trust, 13 Mornington Road. London E4 7DT 24 L E G A S E E A N N UA L RE PORT 2020-2021 25 ## **CAN YOU H E L P?** ## **Our Annual Report shows you some of the work we do to capture, store and share the personal stories of our Veterans.** ## **F U NDR AI SING** **We thank all our donors and supporters that we have recognised in this section of our report we know what a difficult time it has been for our supporters.** We especially thank the people who play the Lottery and the National Lottery Heritage Fund (NLHF) for continuing to value and support our work. We have appreciated the support we have had from NHLF to protect our Archive and sustain our charity during this period. We are extremely grateful to everyone who has supported our work whether you have given us your money or your time. Thank you for your help. ## **List of Significant Supporters** A Irving A Sloman T Roller D Short D Sleep N Adderley C Olley R Samuel M Turner S Abbott M Harris S Pearson LP Ould J Peasey A Garretts J Read K Dent A Berritt P Carter C Bower N Bisiker N Hutty J Wilsher J Matthews S Arscott E Clark If you believe that what we are doing is important please help us by sending a donation. Any amount, however small is sincerely appreciated; it all goes towards our work to inform and educate future generations about the bravery and heroism of our armed forces. I would like to help Legasee record more interviews with veterans. As a single donation (enclosed) of: £………………… A regular monthly gift of: £………………… Name ……………………………………………………………………………… Address ……………………………………………………………………………… ……………………………………………………………………………… ……………………………………………………………………………… Postcode ……………………………………………………………………………… Tel ……………………………………………………………………………… Email ……………………………………………………………………………… Signed ……………………………………………………………………………… Date ……………………………………………………………………………… I am a UK taxpayer and DECLARE that I want Legasee Educational Trust to treat all donations I make from the date of this declaration until I notify you otherwise as Gift Aid donations. 26 L E G A S E E A N N UA L RE PORT 2020-2021 27 Legasee Educational Trust 13 Mornington Road London E4 7DT Legasee is a registered charity no. 1145354 (ENG & WAL) SCO 47748 (SCT) +44 (0)788 1814 707 info@legasee.org.uk Legasee Educational Trust @Legasee_Archive ©2021 Legasee Educational Trust www.legasee.org.uk Legasee Educational Trust Registered Charity No. 1145354 (England & Wales) SCO 047748 (Scotland) Accounts for the year ending 31st March 2021 Legasee The Veterans, Video Archive Legasee Educational Trust Report to the Management Committee for the year ended 31" March 2021 The Management Committee presents its report and unaudited financial statements for the year ended 31sr March 2021. Reference and Administrative Information Charity name Legasee Educational Trust Charity Registration Number 1145354 (England and Wales) SC0047748 (Scotlandl Registered Office 13 Mornington Road London E4 7DT Trustees Darren Richards (Chairl James Butler ITreasurerl Martin Bisiker Albert Berritt Ron Hicks Independent Examiner Robin Whelan RW Consulting 33b Government Row Enfield EN3 6JN Bankers Natwest 20 Amhurst Road London E8 IJW Legasee Educational Trust Report to the Management Committee for the year ended 31. March 2021 STRUCTURE GOVERNANCE AND MANAGEMENT Governlng Documents The charity is an unincorporated association and is governed by its constitution dated September 2011 (England & Walesl and September 2017 (Scotlandl. It is registered as a charity with the charity commission in England and Wales since 2011 and Scotland since 2017. The Trustees have the power to admit any person and organisation to membership and also have the power to remove members. There are currently 22 members of the charity. Appointment of Trustees The Trustees are appointed by members in a general meeting. Officers and Trustees retire each year and Officers are available for re-election for up to 8 consecutive years and Trustee5 for 6 consecutive years. The number of Trustees should not be less than three but there is no upper limit on numbers. The Trustees who served during the period, together with any changes up to the date are listed on page I Trustee recruitment, induction and trainlng Trustees are recruited based on the skills and experience required for successful governance of the organisation. All Trustees receive a copy all the charity policies, the charity trustee handbook and undertake an induction training session at the charities base in London. Organisation The Trustees meet as required and not normally less than 4 times a year. The charity had one paid staff in the period under review and the Trustees took direct responsibility for the management and direction of the charity, as well as governance and strategy. Risk Management The Trustees have undertaken a review of the major risks to which the charity is exposed, and systems have been established to mitigate those risks. Periodic reviews are made to ensure that the charity continues to identify and mitigate any major risks that may arise. Objectlves and activities The Charity exists to advance the education of the effects of military conflict in any manner which now or hereafter may be deemed by law to be charitable. The relevant power5 granted to it by the constitution to achieve this are= To encourage, promote, organise and advance the education of the public in the subject and effects of military activity and promote conservation of actual veteran experiences for future benefit. To work in partnership with other organisations for the advancement of education in military activities. To engage in research and the provision of information related to veteran experiences and military activity. To raise funds to support the work of the charity. Public Benefit In seeking to achieve its objectives the charity has had regard to the guidance issued by the Charity Commission and OSCR in respect of public benefit. Achievements Details of the charity's achievements can be found within the annual report 2020 to 2021 which should be read in conjunction with the account5. Like many charities and heritage organisations, in our sector, across the country, we have been severely affected by the Covid-19 epidemic. Our work has, therefore, been limited by what we were able to do under Covid-19 restrictions and the need to keep our volunteers and veterans safe. Transfer of Assets The Trustees reviewed the decision to transfer assets to the new Charity CIO but decided to continue working through the current non-incorporated charity so a5 not to lose important history at this stage. Having taken advice from the Charity Commission the Charity are able to leave the CIO dormant in the event of changes to our circumstances le.g. we own property) and we need to transfer assets in future. We will need to publish annual accounts showing no turnover or assets and refer to the accounts of this Charity for England and Wales. This does not apply in Scotland where the CIO is not registered. Legasee Educational Trust Report to the Management Committee for the year ended 31. March 2021 Financial Review The Statement of Financial Activities shows a net deficit for the year of £867. The charit¢s reserves total £40,798 of which £21,646 are restricted f unds. The administration overhead for the charity was le5S than 1% of turnover. The Charity operates with very low overheads as it benefits from free office space and most of the work is carried out by volunteers and freelance workers for specific projects. In addition to the money disclosed in the accounts the charity enjoys "in kind" support from a range of volunteers. In kind support calculated for the projects funded by the Heritage Fund for the year was calculated as £24,282. This does not include volunteer time in support of other work. This year it has been minimal due to the Covoid-19 epidemic. In addition, the charity enjoys rent free office space. Due to the difficulty of valuing this support, this amount has not been included within the accounts. Reserves Policy The level of unrestricted reserves held at 31 March 2021 was £19,15212020 £17,274). This is in line with the policy of holding 12 months core expenditure in reserves at the end of 2021. Legasee Educational Trust Report to the Management Committee for the year ended 31, March 2021 Statement of Management Committee responsibilities The Management Committee is responsible for preparing the Report of the Management Committee and the financial statement5 in accordance with applicable law and regulations. Charity law require5 the Management Committee to prepare financial statements for each financial year. Under that law the Management Committee has elected to prepare the financial statements in accordance with the Financial Reporting Standard for Smaller Entities (published January 20151 (United Kingdom Generally Accepted Accounting practice applicable to Smaller Entitiesl and on a receipts and payments basis. Under charity law the Management Committee must not approve the financial statements unless they are satisfied that they give a true and fair view of the State of affairs of the charity and the income and expenditure of the charity for that period. In preparing these financial statements the Management Committee 15 required to.. Select suitable accounting policies and apply them consistently: Observe the methods and principles in the Charities SORP,. Make judgements and accounting estimates that are reasonable and prudent; State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements,. Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue operating. The Management Committee is re5pon5ible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose at any time the financial position of the charity and to enable it to ensure that the financial statements comply with Charity Law. They are also responsible for safeguarding the assets of the charity and hence taking reasonable step5 for the prevention and detection of fraud and other irregularities. Trustee5 for the purpose of charity law who served during the year and up to the date of this report are Set out on page 2. This report has been prepared in accordance with the Statement of Recommended Practice Accounting and Reporting by Charities (Updated in January 20151. Approved by the Management Committee and signed on its behalf: Si8nature Oate Independent Examiners Report to the Trustees of Legasee Educational Trust Herewith is my report on the accounts of Lega5ee Educational Trust for the year ended 31$1 March 2021 which are set out on pages 8 to 15. Respective responsibilities of the Trustees and Examiner The Trustees are responsible for the preparation of the accounts. The Trustees consider that an audit 15 not required for thi5 year under section 43121 of the Charities Act 2011. Having satisfied myself that the charity is not subject to audit and is eligible for independent examination, it is my responsibility to: Examine the accounts under section 145 of the 2011 Act,. To follow the procedures laid down in the general directions given by the Charity Commission under section 14515llbl of the 2011 Act and to state whether particular matters have come to my attention. Basls of Independent Examinerfs Report My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept bv the Charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from you as Trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently I do not express an audit opinion on the view given by the accounts. Independent Exarninerfs Statement In connection with my examination, no matter has come to my attention which gives me reasonable cause to believe that in any material respect, the requirements to keep accounting records in accordance with Section 41 of the Act, and to prepare accounts which accord with accounting records, and to comply with the accounting requirements of the Act have not been met or to which, in my opinion, attention should be drawn in order to enable a proper understating of the accounts to be reached Robin Whelan 33b Government Row Enfield, EN3 6JN Signed.......... Legasee Educational Trust Statement of Financial Artlvltles Ilncluding Income and Expenditure account} for the year ended 31" March 2021 Restricted funds Unrestricted Fund5 Total 2021 Total 2020 Note Incoming resources Grant5 Donations Fees and other income Bank Interest 39,564 39,564 1,005 1.380 32,380 5,094 1,005 1,380 Total incomin8 resources 39,564 2.385 41,949 37,474 Resources expended Charitable activities Governance costs 40,431 327 180 40,758 180 46.695 180 Total resources expended 40,431 507 40,938 46,875 Net incoming {outgoing} resources for the year 18671 1,878 I,oii 19,4011 Transfer between funds Net movement in funds 18671 1,878 I,oii 19,401) Funds at 31st March 2020 22,513 17,274 39,787 49,188 Funds at 31" March 2021 £21,646 £19,152 £40,798 £39,787 All of the charity's operations are classed as continuing from l April 2021 Movements on reserves and all recognised surpluses or deficits are shown above The notes on pages IQ to 15 form part of these accounts. Legasee Educational Trust Balance Sheet a5 at 31st March 2021 Note 2021 2021 2020 2020 Current assets Cash at bank and in hand 40,798 39,787 Credltors: amount falllng due In less than one year Net current assets 40,798 39,787 Total a55ets less current liabilities £40,798 £39,787 Reserves Unrestricted fund5 Designated Funds Restricted funds 9,152 10,000 21,646 7,274 10,000 22,513 £40,798 £39,787 For the year in question the charity was entitled to exemption from an audit under the Charities Act 2011. Trustees responslbllltles: The members of the charity have not required the charity to obtain an audit of its accounts for the year. The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respert to accounting records and the preparation of accounts. These accounts have been prepared in accordance for the provision s applicable to small charitie5 under the Charity Act 2011. Approved by the Management Committee and signed on their behalf by: Signed................. . Legasee Educational Trust Notes to the accounts for the year endin8 31" March 2021 Accounting policies The principal accounting policies adopted in the preparation of the financial statements are set out below. They have been consistently applied during the year. Basis of preparation The financial statements have been prepared under the historic cost convention and in accordance with the Statement of Recommended Practice- Accounting and Reporting by Charities 2008. Accounts have been prepared on the receipts and payment basis. Fund accounting Unrestricted funds are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity. Restricted funds are subjected to restrictions on their expenditure imposed bv the donor, funder or the terms of an appeal. Incomlng resources All incoming resources are included in the Statement of Financial Activitie5 when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income.. Voluntary income is received by way of grants and donations and is included in full in the Statement of Financial activities when received. Donated services and facilities are included at the value to the charity where this can be quantif led. There were no quantifiable items this year. The value of services provided by volunteers has not been included in these accounts. Investment income is included when and if received. Incoming resources from charitable trading activity are accounted for when and if earned. Incoming resources from grants, where related to specific deliverables, are accounted for as the charity earns the right to consideration by its performance. io Resources expended Expenditure is recognised on a payment basis when the liability is paid. The charity is not registered for VAT, any VAT costs are included in expenditure. Tangible fixed assets Fixed assets are stated at cost less accumulated depreciation. Individual items Costing less than £1,000 are not capitalised. Cash flow Statement The charity has taken advantage of the exemption in Financial Reporting Standard I from preparing Cash Flow Statement on the groLsnds that it is a small charity and not a company. li Legasee Educational Trust Notes to the accounts forthe year ending 31 March 2021 {continued) st Incoming Resources Restricted Unrestricted Total 2021 Total 2020 Grants HF London HF North East HF Covid Recovery Grant 7,280 25,100 20,080 19,484 20,080 19,484 39,564 39,564 32,380 Donations 1,005 1,005 5,094 Fees and other income Bank Interest 1,380 1,380 2,385 2,385 5,094 Total Incoming Resources £39,564 £2,385 £41,949 £37,474 12 Legasee Educational Trust Notes to the accounts forthe year ending 31 March 2021 {continued) st Resources Expended Restricted Unrestricted Total 2021 Total 2020 Charltable Activities Salaries/freelance/professional fees Recruitment costs Travel Training Volunteer expenses Postage/stationery/literature Technology/website/Equipment Administration costs 29,9C 450 511 29,900 450 511 35,069 3,882 117 1,671 7,782 117 1,674 7,782 324 2,093 136 5,413 102 324 40,431 327 40,758 46.695 Governance Costs Accounting 180 180 180 Total Resources Expended £40,431 £507 £40,938 £46,875 13 Legasee Educational Trust Notes to the accounts for the year ending 31" March 2021 (continued) Corporation tax The charity is unincorporated and is exempt from corporation tax liability. Net Incoming (out80ing) resources There is a charge credited under this Section for £180 covering an independent examiner fee. Staff Costs The charity did not employ any staff in 2020121 Trustees remuneration and expenses No Trustees received travel and subsistence expenses during the year, The charity paid its Trading Company Legasee Ltd £1,500 for filming and editing support to deliver projects in 2020. Martin Bisiker. the charity Trustee is a Director of Legasee Ltd. 14 Legasee Educational Trust Notes to the accounts for the year endlng 31st March 2021 (continued) Restrlcted Funds Asatl Incoming April 2020 resources Outgoing Transfers resources Asat31 March 2021 HF North East HF Covid Support Grant 22,513 20,080 19,484 122,6821 117,7491 19,911 1,735 £22,513 £39,564 1£40,4311 £21.646 Restricted funds represent monies to be used for the following specific purposes: HF North East.. for a project filming families of veteran's in partnership with Help for Heroes. HF Covid Support Gant: to cover core costs during the epidemic A fund of £10,000 ha5 been designated in the accounts for website re-design, software and equipment. 10 Analysis of net assets between funds Fund balances at 31, March 2021 are represented by.. Restricted Funds Unrestricted Funds Total Fixed Assets Net current assets 21,646 19,152 40,798 Total net as5etS £21,646 £19,152 £40.798 15 Legasee Educational Trust Registered Charity No. 1145354 (England & Wales) SCO 047748 (Scotland) Accounts for the year ending 31st March 2021 Legasee The Veterans, Video Archive Legasee Educational Trust Report to the Management Committee for the year ended 31" March 2021 The Management Committee presents its report and unaudited financial statements for the year ended 31sr March 2021. Reference and Administrative Information Charity name Legasee Educational Trust Charity Registration Number 1145354 (England and Wales) SC0047748 (Scotlandl Registered Office 13 Mornington Road London E4 7DT Trustees Darren Richards (Chairl James Butler ITreasurerl Martin Bisiker Albert Berritt Ron Hicks Independent Examiner Robin Whelan RW Consulting 33b Government Row Enfield EN3 6JN Bankers Natwest 20 Amhurst Road London E8 IJW Legasee Educational Trust Report to the Management Committee for the year ended 31. March 2021 STRUCTURE GOVERNANCE AND MANAGEMENT Governlng Documents The charity is an unincorporated association and is governed by its constitution dated September 2011 (England & Walesl and September 2017 (Scotlandl. It is registered as a charity with the charity commission in England and Wales since 2011 and Scotland since 2017. The Trustees have the power to admit any person and organisation to membership and also have the power to remove members. There are currently 22 members of the charity. Appointment of Trustees The Trustees are appointed by members in a general meeting. Officers and Trustees retire each year and Officers are available for re-election for up to 8 consecutive years and Trustee5 for 6 consecutive years. The number of Trustees should not be less than three but there is no upper limit on numbers. The Trustees who served during the period, together with any changes up to the date are listed on page I Trustee recruitment, induction and trainlng Trustees are recruited based on the skills and experience required for successful governance of the organisation. All Trustees receive a copy all the charity policies, the charity trustee handbook and undertake an induction training session at the charities base in London. Organisation The Trustees meet as required and not normally less than 4 times a year. The charity had one paid staff in the period under review and the Trustees took direct responsibility for the management and direction of the charity, as well as governance and strategy. Risk Management The Trustees have undertaken a review of the major risks to which the charity is exposed, and systems have been established to mitigate those risks. Periodic reviews are made to ensure that the charity continues to identify and mitigate any major risks that may arise. Objectlves and activities The Charity exists to advance the education of the effects of military conflict in any manner which now or hereafter may be deemed by law to be charitable. The relevant power5 granted to it by the constitution to achieve this are= To encourage, promote, organise and advance the education of the public in the subject and effects of military activity and promote conservation of actual veteran experiences for future benefit. To work in partnership with other organisations for the advancement of education in military activities. To engage in research and the provision of information related to veteran experiences and military activity. To raise funds to support the work of the charity. Public Benefit In seeking to achieve its objectives the charity has had regard to the guidance issued by the Charity Commission and OSCR in respect of public benefit. Achievements Details of the charity's achievements can be found within the annual report 2020 to 2021 which should be read in conjunction with the account5. Like many charities and heritage organisations, in our sector, across the country, we have been severely affected by the Covid-19 epidemic. Our work has, therefore, been limited by what we were able to do under Covid-19 restrictions and the need to keep our volunteers and veterans safe. Transfer of Assets The Trustees reviewed the decision to transfer assets to the new Charity CIO but decided to continue working through the current non-incorporated charity so a5 not to lose important history at this stage. Having taken advice from the Charity Commission the Charity are able to leave the CIO dormant in the event of changes to our circumstances le.g. we own property) and we need to transfer assets in future. We will need to publish annual accounts showing no turnover or assets and refer to the accounts of this Charity for England and Wales. This does not apply in Scotland where the CIO is not registered. Legasee Educational Trust Report to the Management Committee for the year ended 31. March 2021 Financial Review The Statement of Financial Activities shows a net deficit for the year of £867. The charit¢s reserves total £40,798 of which £21,646 are restricted f unds. The administration overhead for the charity was le5S than 1% of turnover. The Charity operates with very low overheads as it benefits from free office space and most of the work is carried out by volunteers and freelance workers for specific projects. In addition to the money disclosed in the accounts the charity enjoys "in kind" support from a range of volunteers. In kind support calculated for the projects funded by the Heritage Fund for the year was calculated as £24,282. This does not include volunteer time in support of other work. This year it has been minimal due to the Covoid-19 epidemic. In addition, the charity enjoys rent free office space. Due to the difficulty of valuing this support, this amount has not been included within the accounts. Reserves Policy The level of unrestricted reserves held at 31 March 2021 was £19,15212020 £17,274). This is in line with the policy of holding 12 months core expenditure in reserves at the end of 2021. Legasee Educational Trust Report to the Management Committee for the year ended 31, March 2021 Statement of Management Committee responsibilities The Management Committee is responsible for preparing the Report of the Management Committee and the financial statement5 in accordance with applicable law and regulations. Charity law require5 the Management Committee to prepare financial statements for each financial year. Under that law the Management Committee has elected to prepare the financial statements in accordance with the Financial Reporting Standard for Smaller Entities (published January 20151 (United Kingdom Generally Accepted Accounting practice applicable to Smaller Entitiesl and on a receipts and payments basis. Under charity law the Management Committee must not approve the financial statements unless they are satisfied that they give a true and fair view of the State of affairs of the charity and the income and expenditure of the charity for that period. In preparing these financial statements the Management Committee 15 required to.. Select suitable accounting policies and apply them consistently: Observe the methods and principles in the Charities SORP,. Make judgements and accounting estimates that are reasonable and prudent; State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements,. Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue operating. The Management Committee is re5pon5ible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose at any time the financial position of the charity and to enable it to ensure that the financial statements comply with Charity Law. They are also responsible for safeguarding the assets of the charity and hence taking reasonable step5 for the prevention and detection of fraud and other irregularities. Trustee5 for the purpose of charity law who served during the year and up to the date of this report are Set out on page 2. This report has been prepared in accordance with the Statement of Recommended Practice Accounting and Reporting by Charities (Updated in January 20151. Approved by the Management Committee and signed on its behalf: Si8nature Oate Independent Examiners Report to the Trustees of Legasee Educational Trust Herewith is my report on the accounts of Lega5ee Educational Trust for the year ended 31$1 March 2021 which are set out on pages 8 to 15. Respective responsibilities of the Trustees and Examiner The Trustees are responsible for the preparation of the accounts. The Trustees consider that an audit 15 not required for thi5 year under section 43121 of the Charities Act 2011. Having satisfied myself that the charity is not subject to audit and is eligible for independent examination, it is my responsibility to: Examine the accounts under section 145 of the 2011 Act,. To follow the procedures laid down in the general directions given by the Charity Commission under section 14515llbl of the 2011 Act and to state whether particular matters have come to my attention. Basls of Independent Examinerfs Report My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept bv the Charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from you as Trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently I do not express an audit opinion on the view given by the accounts. Independent Exarninerfs Statement In connection with my examination, no matter has come to my attention which gives me reasonable cause to believe that in any material respect, the requirements to keep accounting records in accordance with Section 41 of the Act, and to prepare accounts which accord with accounting records, and to comply with the accounting requirements of the Act have not been met or to which, in my opinion, attention should be drawn in order to enable a proper understating of the accounts to be reached Robin Whelan 33b Government Row Enfield, EN3 6JN Signed.......... Legasee Educational Trust Statement of Financial Artlvltles Ilncluding Income and Expenditure account} for the year ended 31" March 2021 Restricted funds Unrestricted Fund5 Total 2021 Total 2020 Note Incoming resources Grant5 Donations Fees and other income Bank Interest 39,564 39,564 1,005 1.380 32,380 5,094 1,005 1,380 Total incomin8 resources 39,564 2.385 41,949 37,474 Resources expended Charitable activities Governance costs 40,431 327 180 40,758 180 46.695 180 Total resources expended 40,431 507 40,938 46,875 Net incoming {outgoing} resources for the year 18671 1,878 I,oii 19,4011 Transfer between funds Net movement in funds 18671 1,878 I,oii 19,401) Funds at 31st March 2020 22,513 17,274 39,787 49,188 Funds at 31" March 2021 £21,646 £19,152 £40,798 £39,787 All of the charity's operations are classed as continuing from l April 2021 Movements on reserves and all recognised surpluses or deficits are shown above The notes on pages IQ to 15 form part of these accounts. Legasee Educational Trust Balance Sheet a5 at 31st March 2021 Note 2021 2021 2020 2020 Current assets Cash at bank and in hand 40,798 39,787 Credltors: amount falllng due In less than one year Net current assets 40,798 39,787 Total a55ets less current liabilities £40,798 £39,787 Reserves Unrestricted fund5 Designated Funds Restricted funds 9,152 10,000 21,646 7,274 10,000 22,513 £40,798 £39,787 For the year in question the charity was entitled to exemption from an audit under the Charities Act 2011. Trustees responslbllltles: The members of the charity have not required the charity to obtain an audit of its accounts for the year. The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respert to accounting records and the preparation of accounts. These accounts have been prepared in accordance for the provision s applicable to small charitie5 under the Charity Act 2011. Approved by the Management Committee and signed on their behalf by: Signed................. . Legasee Educational Trust Notes to the accounts for the year endin8 31" March 2021 Accounting policies The principal accounting policies adopted in the preparation of the financial statements are set out below. They have been consistently applied during the year. Basis of preparation The financial statements have been prepared under the historic cost convention and in accordance with the Statement of Recommended Practice- Accounting and Reporting by Charities 2008. Accounts have been prepared on the receipts and payment basis. Fund accounting Unrestricted funds are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity. Restricted funds are subjected to restrictions on their expenditure imposed bv the donor, funder or the terms of an appeal. Incomlng resources All incoming resources are included in the Statement of Financial Activitie5 when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income.. Voluntary income is received by way of grants and donations and is included in full in the Statement of Financial activities when received. Donated services and facilities are included at the value to the charity where this can be quantif led. There were no quantifiable items this year. The value of services provided by volunteers has not been included in these accounts. Investment income is included when and if received. Incoming resources from charitable trading activity are accounted for when and if earned. Incoming resources from grants, where related to specific deliverables, are accounted for as the charity earns the right to consideration by its performance. io Resources expended Expenditure is recognised on a payment basis when the liability is paid. The charity is not registered for VAT, any VAT costs are included in expenditure. Tangible fixed assets Fixed assets are stated at cost less accumulated depreciation. Individual items Costing less than £1,000 are not capitalised. Cash flow Statement The charity has taken advantage of the exemption in Financial Reporting Standard I from preparing Cash Flow Statement on the groLsnds that it is a small charity and not a company. li Legasee Educational Trust Notes to the accounts forthe year ending 31 March 2021 {continued) st Incoming Resources Restricted Unrestricted Total 2021 Total 2020 Grants HF London HF North East HF Covid Recovery Grant 7,280 25,100 20,080 19,484 20,080 19,484 39,564 39,564 32,380 Donations 1,005 1,005 5,094 Fees and other income Bank Interest 1,380 1,380 2,385 2,385 5,094 Total Incoming Resources £39,564 £2,385 £41,949 £37,474 12 Legasee Educational Trust Notes to the accounts forthe year ending 31 March 2021 {continued) st Resources Expended Restricted Unrestricted Total 2021 Total 2020 Charltable Activities Salaries/freelance/professional fees Recruitment costs Travel Training Volunteer expenses Postage/stationery/literature Technology/website/Equipment Administration costs 29,9C 450 511 29,900 450 511 35,069 3,882 117 1,671 7,782 117 1,674 7,782 324 2,093 136 5,413 102 324 40,431 327 40,758 46.695 Governance Costs Accounting 180 180 180 Total Resources Expended £40,431 £507 £40,938 £46,875 13 Legasee Educational Trust Notes to the accounts for the year ending 31" March 2021 (continued) Corporation tax The charity is unincorporated and is exempt from corporation tax liability. Net Incoming (out80ing) resources There is a charge credited under this Section for £180 covering an independent examiner fee. Staff Costs The charity did not employ any staff in 2020121 Trustees remuneration and expenses No Trustees received travel and subsistence expenses during the year, The charity paid its Trading Company Legasee Ltd £1,500 for filming and editing support to deliver projects in 2020. Martin Bisiker. the charity Trustee is a Director of Legasee Ltd. 14 Legasee Educational Trust Notes to the accounts for the year endlng 31st March 2021 (continued) Restrlcted Funds Asatl Incoming April 2020 resources Outgoing Transfers resources Asat31 March 2021 HF North East HF Covid Support Grant 22,513 20,080 19,484 122,6821 117,7491 19,911 1,735 £22,513 £39,564 1£40,4311 £21.646 Restricted funds represent monies to be used for the following specific purposes: HF North East.. for a project filming families of veteran's in partnership with Help for Heroes. HF Covid Support Gant: to cover core costs during the epidemic A fund of £10,000 ha5 been designated in the accounts for website re-design, software and equipment. 10 Analysis of net assets between funds Fund balances at 31, March 2021 are represented by.. Restricted Funds Unrestricted Funds Total Fixed Assets Net current assets 21,646 19,152 40,798 Total net as5etS £21,646 £19,152 £40.798 15