
## **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<br>Summary of the  Para 1.17 To advance opportunities for children<br>purposes of the charity  and young people that will raise their<br>as set out in its  aspirations, broaden their<br>governing document experiences, develop skills and<br>motivate them to be the best they<br>can be<br>Summary of the main  Para 1.17 and  Due to Covid 19 and the impact this<br>1.19<br>activities in relation to  had on the operation of schools,<br>those purposes for the  charities and wider society, no grants<br>public benefit, in  were made during this period.<br>particular, the activities,<br>projects or services<br>identified in the<br>accounts.<br>Statement confirming  Para 1.18 The trustees confirm that they have<br>whether the trustees  had regard to relevant guidance, on<br>have had regard to the  public benefit, issued by the Charity<br>guidance issued by the  Commission.<br>Charity Commission on<br>public benefit<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

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<br>Although very limited, due to the<br>pandemic, fundraising did continue<br>throughout the reporting period, but,<br>Summary of the main  as previously mentioned, the<br>Para 1.20<br>achievements of the  restrictions on school operations did<br>charity, identifying the  prevent the charity making grants.<br>difference the charity’s<br>work has made to the<br>circumstances of its<br>beneficiaries and any<br>wider benefits to society<br>as a whole.<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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Achievements against  Para 1.41<br>objectives set<br>Performance of<br>fundraising activities  Para 1.41<br>against objectives set<br>Investment performance  Para 1.41<br>against objectives<br>Other<br>**----- End of picture text -----**<br>




## **Financial Review** 


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Review of the charity’s  Para 1.21 During the reporting period the<br>financial position at the  charity raised £4,416 in income and<br>end of the period made no grants, but paid fees to<br>JustGiving totalling £360<br>Statement explaining  Para 1.22 The charity maintains a positive<br>the policy for holding  balance in its bank account, but due<br>reserves stating why  to present interest rates and low risk<br>they are held appetite, does not make investments.<br>Amount of reserves held Para 1.22 £46,807<br>Reasons for holding zero  Para 1.22 n/a<br>reserves<br>Details of fund materially Para 1.24 n/a<br>in deficit<br>Explanation of any  Para 1.23 None<br>uncertainties about the<br>charity continuing as a<br>going concern<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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The charity’s principal<br>sources of funds  Para 1.47<br>(including any<br>fundraising)<br>Investment policy and<br>objectives including any  Para 1.46<br>social investment policy<br>adopted<br>A description of the  Para 1.46<br>principal risks facing the<br>charity<br>Other<br>**----- End of picture text -----**<br>




## **Structure, Governance and Management** 


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Description of charity’s<br>trusts:<br>Type of governing  Para 1.25 Charity Commission constitution<br>document<br>(trust deed, royal<br>charter)<br>How is the charity  Para 1.25 CIO<br>constituted?<br>(e.g unincorporated<br>association, CIO)<br>Trustee selection  Para 1.25 All trustees continue to be the<br>methods including  charity’s original, founding trustees.<br>details of any  Each has renewed their initial ‘first’<br>constitutional provisions  term of office. The charity has no<br>e.g. election to post or  plans to recruit new trustees at this<br>name of any person or  stage but has procedures within its<br>body entitled to appoint  constitution to do so.<br>one or more trustees<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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Policies and procedures<br>adopted for the induction Para 1.51<br>and training of trustees<br>The charity’s<br>organisational structure  Para 1.51<br>and any wider network<br>with which the charity<br>works<br>Relationship with any  Para 1.51<br>related parties<br>Other<br>**----- End of picture text -----**<br>


## **Reference and Administrative details** 


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Charity name Harry & Ed’s Aspiration Raising Trust<br>Other name the charity  HEART<br>uses<br>Registered charity  1161332<br>number<br>**----- End of picture text -----**<br>





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Charity’s principal  4 Vicarage Road<br>address Bagshot<br>Surrey<br>GU19 5EJ<br>**----- End of picture text -----**<br>




## **Names of the charity trustees who manage the charity** 


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Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>Steven Barker Chief Executive<br>1<br>Officer<br>2 Jennifer Barker<br>3 Thomas Barker<br>4 Ana Rubio Hall<br>5 Jack Barker<br>6 Jessie McGavin<br>7 Andrew Hendry<br>8 Omar Khan<br>9 Ross Champion<br>10 Georgina Mellor<br>11 Craig Hawkes<br>12 Daniel Sly<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


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<br>whole year<br>**----- End of picture text -----**<br>




## **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 

