## **Trustees’ Annual Report for the period** **From 1[st] April 2021 Period start date To 31[st] March 2022 Period end date** ## **Charity name: Harry & Ed’s Aspiration Raising Trust (HEART)** ## **Charity registration number: 1161332** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To advance opportunities for children
and young people that will raise their
aspirations, broaden their
experiences, develop skills and
motivate them to be the best they
canbe| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|Due to Covid 19, its impact and the
slow recovery in the operation of
schools, charities and wider society,
no grants were made during this
period.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees confrm that they have
had regard to relevant guidance, on
public beneft, issued by the Charity
Commission.| ## **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** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Although very limited, due to the pandemic,
fundraising did continue throughout the
reporting period, but, as previously
mentioned, the restrictions on school
operations resulted in no grant applications
being received in this reporting period| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|During the reporting period the
charity raised £4,192 in income and
made no grants, but paid fees to
JustGiving and bank charges to HSBC
totalling£214| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The charity maintains a positive
balance in its bank account, in order
to support future grant requests, but
due to present interest rates and low
risk appetite, does not make
investments.| |Amount of reservesheld|Para 1.22|£54,969| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Charity Commission constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|All trustees continue to be the
charity’s original, founding trustees.
Each has renewed their initial ‘frst’
term of ofce. The charity has no
plans to recruit new trustees at this
stage but has procedures within its
constitution to do so.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Harry & Ed’s Aspiration Raising Trust| |---|---| |Other name the charity uses|HEART| |Registered charity number|1161332| |Charity’s principal address|4 Vicarage Road
Bagshot
Surrey
GU19 5EJ| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Steven Barker|Chief Executive
Officer||| ||Jennifer Barker|||| ||Thomas Barker|||| ||Ana Rubio Hall|||| ||Jack Barker|||| ||Jessie McGavin|||| ||Andrew Hendry|||| ||Omar Khan|||| ||Ross Champion|||| ||Georgina Mellor|||| ||CraigHawkes|||| ||Daniel Sly|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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 **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements 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 William Barker **Position (eg Secretary,** Chief Executive Officer **Chair, etc)** **Date**