Trustees' Annual Report for the period
Period start date Period end date 25th April 2021 24th April 2022
From
To
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1183117 Charity's principal address 107 St. Peters Avenue
Immersive Tales
Lincoln Postcode LN6 7QD
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Sarah Cunningham Chair
2 Niz Smith Secretary
3 Julie Gilbert Treasurer
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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| Names and addresses of | advisers (Optional information) | advisers (Optional information) |
|---|---|---|
| Type of adviser | Name | Address |
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
(eg. trust, association, company)
Appointed by current Trustees Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The object of the CIO is the advancement of education for the public benefit of people under 25 in England and Wales in particular but not exclusively by the provision of story writing workshops and courses and sensory equipment and environments to support the development of literacy
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During this year we delivered a 3 day workshop to the Sir Donald Bailey Academy in Newark and piloted work with younger children at Branston C of E Academy near Lincoln, working with a total of 104 children.
We received an enthusiastic response from the children and very positive evaluations from both the children and their teachers. Sadly, Covid disrupted delivery of the last workshops in Newark.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The older children (year 5) in Newark all produced a story and the younger children created a group story in each class that was then made into a book so that they all had a copy to take home (this can be seen on our website).
The Head Teacher at Branston wrote:
“Feedback from the books has been lovely. The children were so proud to receive their published book. They spent time in class reading their stories and all rushed out at the end of the day to show their parents”.
Feedback from both teachers and children can be found on our website: https://immersivetales.org.uk
In planning the above work the Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
To deliver workshops in two schools with positive evaluation results. Summary of the main achievements of the charity To learn from the above both what works well and what needs changing during the year e.g. sensory soundscapes were more effective than lighting effects with the older children (age 9 – 10) but the younger ones responded with enthusiasm and increased use of descriptive words to both sound and lighting.
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Section E Financial review
As the charity is small the current reserve is set at £500 to ensure any Brief statement of the unexpected costs can be met. It is considered acceptable as no work is charity’s policy on reserves planned that will exceed the funding currently held to cover it. This policy will be reviewed annually.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Niz Lillian Raquel Smith Full name(s) Sarah Cunningham Chair Secretary Date 10[th] October 2022
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Charity Name No (if any) Immersice Tales 1183117 Receipts and payments accounts CC16a For the period Period start date Period end date To from 25th April 2021 24th April 2022
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 2 - 1,750 14 - - - - 1,766 - - 1,766 93 2 367 - - - 23 75 - 560 - - 560 1,206 936 2,140 |
Restricted funds to the nearest £ - 500 - - - - - - 500 - - - 500 1,606 2,025 375 1,528 - - 5,534 - - - 5,534 - 5,034 5,534 500 |
Endowment funds to the nearest £ |
Total funds to the nearest £ 2 500 1,750 14 - - - - 2,266 - - - 2,266 1,699 2 367 2,025 375 1,528 23 75 - 6,094 - - - 6,094 - 3,828 |
Total funds to the nearest £ 2 500 1,750 14 - - - - 2,266 - - - 2,266 1,699 2 367 2,025 375 1,528 23 75 - 6,094 - - - 6,094 - 3,828 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Bank interest | 2 | - - - - - - - - - |
2 | |||
| Grants | - | 500 | ||||
| Sales | 1,750 | 1,750 | - | |||
| Donations | 14 | 14 | - | |||
| - | - | 4 | ||||
| - | - | |||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
1,766 | 2,266 | 4 | |||
| A2 Asset and investment sales, (see table). |
||||||
| - - - |
- | |||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 2,266 | 4 | ||||
| Equipment | 93 | - - - - - - - - - - |
1,699 | - | ||
| Bank charges | 2 | 2 | - | |||
| Website | 367 | 367 | - | |||
| Workshoptutor | - | 2,025 | ||||
| Equipment set up/testingand support | - | 375 | - | |||
| Repayment unspentgrant | - | 1,528 | - | |||
| Postage | 23 | 23 | - | |||
| Insurance | 75 | 75 | - | |||
| - | - | 1,419 | ||||
| **Sub total ** | 560 | 6,094 | 1,419 | |||
| A4 Asset and investment purchases, (see table) |
||||||
| - - - |
- | |||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 6,094 | 1,419 | |||||
| 1,206 | - 5,034 | - 3,828 | 1,415 | |||
| 936 | 5,534 | 6,470 | ||||
| 2,140 | 500 | 2,640 | 6,470 |
CCXX R1 accounts (SS)
22/09/2022
1
Section B Statement of assets and liabilities at the end of the period
| Categories Fixed assets B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds to nearest £ 2,140 - - 2,140 OK Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ 500 - - 500 OK Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Note to the accounts:
Signed by one or two trustees on behalf of all the trustees
| Signature ~~2~~ |
Print Name Sarah Cunningham |
Date of approval |
|---|---|---|
| Sarah Cunningham | 10-Oct-22 | |
| ~~2~~ | ~~22/09/2022~~ |
CCXX R2 accounts (SS)