Trustees’ Annual Report for the period
From :1[st] April 2020 (Period start date). To: 31[st] March 2021 (Period end date)
Charity name: Harry & Ed’s Aspiration Raising Trust (HEART)
Charity registration number: 1161332
Objectives and Activities
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SORP reference
Summary of the Para 1.17 To advance opportunities for children
purposes of the charity and young people that will raise their
as set out in its aspirations, broaden their
governing document experiences, develop skills and
motivate them to be the best they
can be
Summary of the main Para 1.17 and Due to Covid 19 and the impact this
1.19
activities in relation to had on the operation of schools,
those purposes for the charities and wider society, no grants
public benefit, in were made during this period.
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 The trustees confirm that they have
whether the trustees had regard to relevant guidance, on
have had regard to the public benefit, issued by the Charity
guidance issued by the Commission.
Charity Commission on
public benefit
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Additional information (optional)
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SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
Para 1.38 Contribution made by volunteers Other
Achievements and Performance
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SORP reference
Although very limited, due to the
pandemic, fundraising did continue
throughout the reporting period, but,
Summary of the main as previously mentioned, the
Para 1.20
achievements of the restrictions on school operations did
charity, identifying the prevent the charity making grants.
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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Financial Review
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Review of the charity’s Para 1.21 During the reporting period the
financial position at the charity raised £4,416 in income and
end of the period made no grants, but paid fees to
JustGiving totalling £360
Statement explaining Para 1.22 The charity maintains a positive
the policy for holding balance in its bank account, but due
reserves stating why to present interest rates and low risk
they are held appetite, does not make investments.
Amount of reserves held Para 1.22 £46,807
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially Para 1.24 n/a
in deficit
Explanation of any Para 1.23 None
uncertainties about the
charity continuing as a
going concern
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 Charity Commission constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 All trustees continue to be the
methods including charity’s original, founding trustees.
details of any Each has renewed their initial ‘first’
constitutional provisions term of office. The charity has no
e.g. election to post or plans to recruit new trustees at this
name of any person or stage but has procedures within its
body entitled to appoint constitution to do so.
one or more trustees
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
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Charity name Harry & Ed’s Aspiration Raising Trust
Other name the charity HEART
uses
Registered charity 1161332
number
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Charity’s principal 4 Vicarage Road
address Bagshot
Surrey
GU19 5EJ
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Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Steven Barker Chief Executive
1
Officer
2 Jennifer Barker
3 Thomas Barker
4 Ana Rubio Hall
5 Jack Barker
6 Jessie McGavin
7 Andrew Hendry
8 Omar Khan
9 Ross Champion
10 Georgina Mellor
11 Craig Hawkes
12 Daniel Sly
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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Funds held as custodian trustees on behalf of others
Description of the assets N/a held in this capacity Name and objects of the N/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements n/a for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Steven W Barker Position (eg Chief Executive Officer Secretary, Chair, etc)
Date 4[th] April 2022