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2024-08-31-accounts

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

SPEAR ISLINGTON TRUST

Registered Charity Number: 1167900

REPORT AND UNAUDITED ACCOUNTS

Year ended 31 August 2024

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

SPEAR ISLINGTON TRUST

REPORT AND UNAUDITED ACCOUNTS - YEAR ENDED 31 AUGUST 2024

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Contents Page
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Contents Page
Report of the trustees 1 - 3
Receipts and payments account 4
Statement of assets and liabilities 5
Independent examiner's report 6

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

SPEAR ISLINGTON TRUST

Page 1.

REPORT OF THE TRUSTEES

Administrative details of the charity and its trustees

The trust was established under a deed of trust dated 28th June 2016.

The trust is constituted as a Charitable Incorporated Organisation and registered with the Charity Commission under number 1167900.

The correspondence address is St Mary Magdalene Church, Holloway Road, London N7 8LT.

The trustees who unless stated otherwise served throughout the period were as follows:

Aisling Teo (Chair)

Jonathan Horsford (Treasurer)

Katie Graham

Aisling Cronin

Louise Reichmann

Joey Tai

John D’Souza (appointed January 2024)

Maria Perarnaubayo (appointed January 2024)

Mark Barnes (appointed January 2025)

Victoria Blizzard (appointed January 2025)

Charitable objects

The objects of the CIO are for the benefit of the public and within a Christian ethos, to act as a resource for young people between the ages of 16 to 24 living in and around the London Borough of Islington by providing advice, assistance and support.

Organising educational Programmes and other activities as a means of:

Activities

Spear is a highly interactive, year-long coaching programme that equips and supports 16 to 24 year olds not in training, employment or education (NEETs) with the attitudes and skills to find long-term employment. The award-winning Spear Programme tackles the deep-rooted issues which are preventing the young people from moving forward with their lives and helps them to build their confidence and recognize their potential.

The Spear Programme comprises two phases. The first, Spear Foundation, involves six weeks of group and individual coaching, to build work-readiness skills. This phase covers “hard" skills, such as interview technique, CV and cover letter writing, but also "soft" skills, including taking personal responsibility for one’s actions, having a pro-active attitude and communicating effectively and appropriately. During the second phase, Spear Career, trainees have access to further job search support for one year, where coaches work with them on their communication skills, job applications and interview preparation until the young person has secured further education or employment, as well as ensuring they stay in work and make progress.

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

SPEAR ISLINGTON TRUST

Page 2.

REPORT OF THE TRUSTEES

Activities (continued)

The charity was set up in June 2016 and the Spear Centre opened in January 2017 so the year from 1 September 2023 to 31 August 2024 was our seventh year of operation. During 2024, we ran six six-week programmes, with 86 young people enrolled and 70 completed. This is compared to 77 young people being enrolled and 56 completing in the prior year from six programmes.

Course start date Enrolled Completed Completed Course start date Enrolled Completed
Sep-23 13 12 Sep-22 14 11
Nov-23 14 10 Nov-22 10 9
Jan-24 16 12 Jan-23 14 8
Mar-24 11 8 Mar-23 13 11
May-24 16 13 May-23 10 6
Jun-24 16 15 Jun-23 16 11
Total for the year 86 70 Total for the year 77 56
Percentage
completing course
81% Percentage completing
course
73%

Our target is to enroll 15 young people on each Spear Programme and for a minimum of 12 to complete. Our goal is that 75% of those who complete the initial six weeks of training not only go into work or training but are still there a year later. For this reporting period the Centre has an average of 14 young people enrolled and 12 completed per course with an average completion rate of 81%.

This was a significant turnaround from recent years where Spear Islington had struggled to meet both the 15 Young People per Programme and over 75% complete. This was expected as the Pandemic moves further into the past and the Lockdowns have less of an impact on Young People committing to in-person courses.

The priority for Spear Islington during 2024 was to continue to safeguard the continuity of the programme following the pandemic, along with maintaining a network of young people in the local community and developing our network of corporate sponsors and friends of Spear. Greater focus was also placed on the recruitment week. We continue to build our network of connections with the council, schools, job centres, local charities and agencies who help us by referring young people to the Programme.

We use volunteers to support us in the Programme. They help us by doing mock interviews, sitting on a careers panel and by hosting company visits. The volunteers have largely come from local businesses, which has enabled us to lay the foundations for partnerships which helps us in promoting and delivering our work and in fundraising.

Financial review

The results for the year are shown in the receipts and payments accounts shown on page 4. In the year to August 2024 Spear Islington had a surplus of £53,203, compared to a surplus in 2023 of £69,282. This was the third consecutive year of strong financial performance and is largely down to successful fundraising events and relationships with Corporates. All debts were paid off in 2021, which means that the surplus allowed the cash balance to increase from £154,855 to £208,058.

Spear Islington hosted a Gala dinner in November 2023 with funds donated by attendees the following month in the Big Give campaign, with £12.5k in donations matched by the Childhood Trust. This was the forth year entering the Big Give and it continues to be a great success with over £50k being raised. Spear Islington also received similar level of donations from corporation supporters compared to 2023. Donations from grants and charitable foundations continues to remain low. This was a strategic decision by the Trustees to focus more on revenue from Corporates.

Spear Islington’s costs comprise salaries for three coaches, operational expenses of running the Spear Programme and rent for the Centre. The Centre is based in St. Mary Magdalene Church (part of Hope Church Islington), with rent being paid to the Church which had a rent increase part way through 2023. Salaries were increased marginally in 2024 due to the Centre also employing a part time employee to manage fundraising activities with Corporates. Consequently total costs for the year increased from £109k to £127k due to the increased staff costs and a rent increase.

During 2024 the Trustees continued a reserves policy to have reserves to cover a minimum of six months of recurring expenditure. As at 31 August 2024 the Charity had over 12 months of cash reserves.

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

SPEAR ISLINGTON TRUST

Page 3.

REPORT OF THE TRUSTEES (Continued)

Plans for future periods

Spear Islington has been able to significantly improve its financial stability over the few years since having cashflow difficulties in early 2020. It has paid off all debt and continues to have over 6 months of reserves. This has allowed the Charity to focus more on the delivery of the Programme, including improving recruitment and retention numbers for the young people we work with. In early 2023, the Spear Islington Centre was moved to Hope Church’s other property, St Mary Magdalane Church.

Spear Islington has seen an increase in funding requirements in 2024 with the annual fundraising increasing from £100,000 to £130,000 per year for operational activities for reasons noted on the previous page. This is through a mix of fundraising events, including an annual dinner, the Big Give campaign, individual donations, grants from trusts and foundations and corporate partnerships.

The Trust is placing a greater focus on building corporate partnerships. In particular, the one corporate partner committed to a two year fundraising plan with Spear Islington at the beginning of 2022, which has provided an important source of funding in 2023 and 2024.

In December 2023 Spear Islington ran a fourth successful Big Give campaign with generous support from the Childhood Trust. This was in parallel with the Gala Dinner that took place in November 2023. This was the third year running both events together and it will continue to be an annual fundraising activity.

During 2024 both John d’Souza and Maria Perarnaubayo joined as Trustee, increasing the number of Trustees to 8. The Trustees are endeavoring to expand the Trustee board to include more diversity in background and skills and we have also appointed two further Trustees in early 2025.

Trustees' responsibilities

The trustees are responsible for preparing the annual report and the accounts in accordance with applicable law and regulations.

The law applicable to charities in England & Wales requires the trustees to prepare accounts for each financial year which give a true and fair view of the charity's financial activities during the year and of its financial position at the end of the year. In preparing those accounts, the trustees are required to:

The trustees are responsible for keeping accounting records that disclose with reasonable accuracy the financial position of the charity and enable them to ascertain the financial position of the charity and which enable them to ensure that the accounts comply with applicable law, regulations and the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the trustees and signed on their behalf by:

MR JONATHAN HORSFORD Trustee

Approval date:17 June 2025

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

SPEAR ISLINGTON TRUST

Page 4.

RECEIPTS AND PAYMENTS ACCOUNT

FOR THE YEAR ENDED

31 AUGUST 2024

2024 2023
£ £ £ £
Receipts
Individual Gifts 11,779 8,434
Grants from Trusts and Foundations 20,561 3,776
Sponsorship 84,766 107,104
Profits from fundraising events 62,376 59,169
179,482 178,483
Expenditure
Gross salaries, employer's NI and payroll processing 94,935 85,482
Pensions and other staff costs 5,736 1,981
Refreshments 1,882 600
Office Supplies 3,332 4,455
Travel 1,138 280
IT Hardware & Software 4,180 3,221
Rent 12,100 10,500
Accountancy 1,764 1,680
Legal & Professional Fees 691 481
Insurance 521 521
(126,279) (109,201)
Net incoming resources for the year 53,203 69,282
Cash at bank and in hand 1 September 2023 154,855 85,573
Cash at bank and in hand 31 August 2024 208,058 154,855
All of the above relates to the unrestricted general fund.

Approved by the trustees and signed on their behalf by:

MR JONATHAN HORSFORD Trustee

Approval date:17 June 2025

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

SPEAR ISLINGTON TRUST

Page 5.

STATEMENT OF ASSETS AND LIABILITIES

AS AT 31 AUGUST 2024

2024 2023
£ £ £ £
Monetary assets
Cash at bank 208,058 154,855
208,058 154,855
Debtors
Gift-aid recoverable 943 47,119
943 47,119
Total Assets 209,001 201,974
Liabilities
Accruals
Accountancy fees 1,800 1,764
IT costs 650 630
2,650 2,394
Total Liabilities 2,650 2,394
Net assets 206,351 199,580

The above relates to the unrestricted general fund.

Approved by the trustees and signed on their behalf by:

MR JONATHAN HORSFORD Trustee

Approval date:17 June 2025

Docusign Envelope ID: 31F2FFE5-DCE0-4E4D-95AE-4626918BEEFD

Page 6.

Independent Examiner's Report to the Trustees of Spear Islington Trust

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 August 2024 which are set out on pages 4 - 5.

Responsibilities and basis of report

The charity’s trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the charity's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Richard Hill FCA Griffin Stone Moscrop & Co Chartered Accountants

Date:

18/6/2025