## **Trustees’ Annual Report for the period**
**From: 1[st] April 2024.Period start date, To: 31[st] March 2025. 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 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; acting lessons and
support for pupils to participate in overseas
residential trips.|
|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 due regard to all relevant
guidance issued by the Charity
Commission in relation to 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, on receipt of
funding applications/requests for grants,
supported by schools, to submit, with
safeguarding considerations and
appropriate redaction, for consideration 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|**n/a**|
|Contribution made by
volunteers|Para 1.38|**n/a**|
||||
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|**During this accounting period the**
**charity raised more funds than it spent,**
**which continues to leave it with a**
**positive balance and the ability to**
**continue to operate.**
**We continue to work supporting**
**children and young people to broaden**
**their experiences and raise awareness**
**of the possibilities that life can offer**
**them.**
**We work closely with a number of**
**schools who identify children and**
**young people who may benefit from our**
**support.**
**Funding individuals and groups has a**
**positive impact as demonstrated by the**
**feedback we receive from schools.**|
## **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, continues to be financially
viable and income exceeds expenditure as
a consequence of prudent stewardship and
effective 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 continuing low interest rates and a
low-risk appetite, we do not make currently
make investments. This policy is under
review by trustees.|
|Amount of reserves held|Para 1.22|**£61,309**|
|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:||**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 (HEART)|
|---|---|
|Other name the charity uses|HEART|
|Registered charitynumber|**1161332**|
|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
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)** ‘ iz Le **Full name(s)** Steven W Barker
**Position (eg Secretary,** Chief Executive Officer **Chair, etc)**
**Date**
31[st] January 2026
## **Trustees’ Annual Report for the period**
**From: 1[st] April 2024.Period start date, To: 31[st] March 2025. 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 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; acting lessons and
support for pupils to participate in overseas
residential trips.|
|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 due regard to all relevant
guidance issued by the Charity
Commission in relation to 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, on receipt of
funding applications/requests for grants,
supported by schools, to submit, with
safeguarding considerations and
appropriate redaction, for consideration 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|**n/a**|
|Contribution made by
volunteers|Para 1.38|**n/a**|
||||
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|**During this accounting period the**
**charity raised more funds than it spent,**
**which continues to leave it with a**
**positive balance and the ability to**
**continue to operate.**
**We continue to work supporting**
**children and young people to broaden**
**their experiences and raise awareness**
**of the possibilities that life can offer**
**them.**
**We work closely with a number of**
**schools who identify children and**
**young people who may benefit from our**
**support.**
**Funding individuals and groups has a**
**positive impact as demonstrated by the**
**feedback we receive from schools.**|
## **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, continues to be financially
viable and income exceeds expenditure as
a consequence of prudent stewardship and
effective 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 continuing low interest rates and a
low-risk appetite, we do not make currently
make investments. This policy is under
review by trustees.|
|Amount of reserves held|Para 1.22|**£61,309**|
|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:||**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 (HEART)|
|---|---|
|Other name the charity uses|HEART|
|Registered charitynumber|**1161332**|
|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
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)** ‘ iz Le **Full name(s)** Steven W Barker
**Position (eg Secretary,** Chief Executive Officer **Chair, etc)**
**Date**
31[st] January 2026