Trustees’ Annual Report for the period
From Period start date To Period end date
Charity name:
Charity registration number:
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 can be, improving their life chances. |
| 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 |
Making grant payments, usually through schools who have identified pupils who will benefit from the support we are able to offer. In this period, we have funded activities such as horse riding lessons, acting lessons and support for a pupil to participate in an overseas residential trip. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The charity’s trustees confirm that they have had regard to relevant guidance issues by the Charity Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Our policy on grant making is to receive applications for grants, supported by schools, which are then considered by all trustees and a majority of approvals/refusals determines if the grant award is made. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 |
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 | Due to the impact of Covid fundraising has been slow to return to pre—pandemic levels, which has curtailed our promotion of the charity, but we continue to work with a number of schools supporting children and young people. We supported a young child with autism this year to continue to attend riding lessons, subsequent to changing schools and their new school not offering access to Riding for the Disabled. This impacts positively on the child’s well-being and self-confidence. All grant recipients have benefited from the opportunities that we fund, in terms of experiences they would otherwise not have had, the impact these have on self-esteem and self- confidence and the broader contribution to wellbeing. |
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 | The charity, albeit still operating at pre- pandemic levels, is financially viable and income exceeds expenditure through prudent stewardship and financial control. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity retains healthy reserves in order to support future grant making, but due to low interest rates and a low risk appetite, we do not make investments. |
| Amount of reserves held | Para 1.22 | £59,408 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
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: |
None | |
|---|---|---|
| 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 | The original founding trustees all continue to serve and no further trustees have been appointed. The charity has no plans to change this or recruit new trustees but procedures exist should the need arise. |
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 | 116332 |
| Charity’s principal address | 4 Vicarage Road Bagshot Surrey GU19 5EJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Steve W Barker | Chief Executive Office |
|||
| 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 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 for n/a 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) ‘ iz Le Full name(s) Steven William Barker Position (eg Secretary, Chief Executive Office Chair, etc)
Date
14[th] February 2025
| Date | Description | Detail | Amount |
|---|---|---|---|
| 17-Apr-23 | Donation | JustGiving | 116.32 |
| 18-Apr-23 | Donation | JustGiving | 4.74 |
| 24-Apr-23 | Donation | Amazon Core | 5.81 |
| 25-Apr-23 | Donation | JustGiving | 16.62 |
| 28-Apr-23 | Donation | Charitable Giving | 48.55 |
| 16-May-23 | Donation | EasyFundraising | 40.65 |
| 19-May-23 | Donation | Amazon Core | 14.15 |
| 12-Jun-23 | Donation | JustGiving | 88.64 |
| 18-Jul-23 | Donation | JustGiving | 5.94 |
| 2-Aug-23 | Donation | JustGiving | 220.32 |
| 18-Aug-23 | Takings(Craft Fair) | EK Stitches | 20 |
| 18-Aug-23 | Donation | EasyFundraising | 18.81 |
| 24-Aug-23 | Takings(Craft Fair) | Green Laurels | 20 |
| 24-Aug-23 | Takings(Craft Fair) | M & D Bacon | 20 |
| 28-Aug-23 | Takings(Craft Fair) | Pineapple Kate | 20 |
| 31-Aug-23 | Donation | Charitable Giving | 77.68 |
| 4-Sep-23 | Takings(Craft Fair) | Fresh of the Hook | 20 |
| 5-Sep-23 | Takings(Craft Fair) | Frenchie Arts | 20 |
| 5-Sep-23 | Takings(Craft Fair) | Lisa-Marie Davies | 20 |
| 8-Sep-23 | Takings(Craft Fair) | Wetherall | 20 |
| 11-Sep-23 | Takings(Craft Fair) | HappySilver | 20 |
| 14-Sep-23 | Takings(Craft Fair) | Sweet Pea Creations | 20 |
| 24-Sep-23 | Takings(Craft Fair) | Urban Tails | 20 |
| 28-Sep-23 | Takings(Craft Fair) | Tim North Photography | 20 |
| 29-Sep-23 | Takings(Craft Fair) | Sum up payments | 1.97 |
| 1-Oct-23 | Takings(Craft Fair) | KD3D Printing | 20 |
| 1-Oct-23 | Takings(Craft Fair) | JYoungs Creations | 20 |
| 2-Oct-23 | Donation | JustGiving | 97.9 |
| 3-Oct-23 | Donation | JustGiving | 23.75 |
| 7-Oct-23 | Takings(Craft Fair) | S Cornack | 20 |
| 9-Oct-23 | Takings(Craft Fair) | Standigart | 20 |
| 16-Oct-23 | Donation | JustGiving | 309.88 |
| 18-Oct-23 | Donation | JustGiving | 79.55 |
| 18-Oct-23 | Takings(Craft Fair) | CraftyAlice | 20 |
| 18-Oct-23 | Takings(Craft Fair) | Sum up payments | 9.83 |
| 19-Oct-23 | Takings(Craft Fair) | Emma Dearling | 20 |
| 20-Oct-23 | Takings(Craft Fair) | Sum up payments | 49.15 |
| 22-Oct-23 | Takings(Craft Fair) | A & C Creative Concoctions | 20 |
| 23-Oct-23 | Donation | JustGiving | 1582.28 |
| 30-Oct-23 | Donation | JustGiving | 100.92 |
| 30-Oct-23 | Donation | JustGiving | 116.93 |
| 5-Nov-23 | Donation | JustGiving | 311.03 |
| 8-Nov-23 | Takings(Craft Fair) | Weatherall S | 20 |
| 13-Nov-23 | Takings(Craft Fair) | Sum up payments | 96.37 |
| 14-Nov-23 | Donation | EasyFundraising | 41.44 |
|---|---|---|---|
| 14-Nov-23 | Takings(Craft Fair) | cash to bank | 395 |
| 20-Nov-23 | Donation | JustGiving | 82.78 |
| 21-Nov-23 | Donation | JustGiving | 35.61 |
| 4-Dec-23 | Donation | JustGiving | 77.68 |
| 5-Dec-23 | Donation | JustGiving | 14.24 |
| 12-Dec-23 | Donation | JustGiving | 2.37 |
| 18-Dec-23 | Takigs(BIS Xmas Fair) | Cash to bank | 820 |
| 16-Dec-23 | Donation | JustGiving | 106.1 |
| 19-Dec-23 | Donation | JustGiving | 15.41 |
| 27-Dec-23 | Donation | JustGiving | 67.46 |
| 2-Jan-24 | Donation | Charitable Giving | 20.39 |
| 8-Jan-24 | Donation | JustGiving | 73.37 |
| 23-Jan-24 | Donation | JustGiving | 11.87 |
| 29-Jan-24 | Donation | JustGiving | 48.85 |
| 13-Feb-24 | Donation | EasyFundraising | 25.35 |
| 26-Feb-24 | Donation | JustGiving | 104.77 |
| 6-Mar-24 | Donation | JustGiving | 25.41 |
| 12-Mar-24 | Donation | Collingwood Students | 96.48 |
| Total | 0 | 5902.37 |
HEART Income Summary 2023-24
| Month total | Cum total | Takings | Donations | JustGiving | |
|---|---|---|---|---|---|
| 116.32 | |||||
| 4.74 | |||||
| 5.81 | |||||
| 16.62 | |||||
| 192.04 | 48.55 | ||||
| 54.8 | 246.84 | 14.15 | |||
| 88.64 | |||||
| 5.94 | |||||
| 220.32 | |||||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 491.39 | 738.23 | 77.68 | |||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 20 | |||||
| 161.97 | 900.2 | 1.97 | |||
| 20 | |||||
| 20 | |||||
| 97.9 | |||||
| 23.75 | |||||
| 20 | |||||
| 20 | |||||
| 309.88 | |||||
| 79.55 | |||||
| 20 | |||||
| 9.83 | |||||
| 20 | |||||
| 49.15 | |||||
| 20 | |||||
| 1582.28 | |||||
| 100.92 | |||||
| 116.93 | |||||
| 2821.22 | 3721.42 | 311.03 | |||
| 20 | |||||
| 96.37 |
| 1774.46 | 5495.88 |
| 154.48 | 5650.36 |
| 130.12 | 5780.48 |
| 121.89 | 5902.37 |
| £5,902.37 |
| 395 | ||
| 82.78 | ||
| 35.61 | ||
| 77.68 | ||
| 14.24 | ||
| 2.37 | ||
| 820 | ||
| 106.1 | ||
| 15.41 | ||
| 67.46 | ||
| 20.39 | ||
| 73.37 | ||
| 11.87 | ||
| 48.85 | ||
| 96.48 | ||
| 1772.32 | 263.06 | 3610.56 |
EasyFundraising Total 40.65 18.81
41.44 25.35 104.77 25.41 256.43 5902.37