Trustees’ Annual Report for the period
From 25[th] April 2024 Period start date To 24[th] April 2025 Period end date
Charity name: Immersive Tales
Charity registration number: 1183117
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 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. |
| 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 |
We delivered workshops to a class at Havelock Academy in Grimsby where the children had transitioned from primary school but were not yet considered able to deal with the Key Stage 2 curriculum. The work was funded by Heritage Lincolnshire. The children all completed a story which were printed and bound into a book so they could each have a copy. Working in a classroom was not ideal and, while the school is keen to have more, we will seek a heritage or community building to deliver any future workshops. Other work has been limited because we halted our fundraising efforts in the previous year while we were trialling delivering in Heritage and Community buildings. We wanted to know the outcomes of this approach before more fundraising. Part of this year’s work has been to fundraise for delivery I the next year. As a result, we are currently planning our delivery for summer and autumn 2025. We have recently gained the agreement of Gainsborough Old Hall to be used as a venue. Thus is our first building owned by English Heritage and we hope will set a precedent. |
| Statement confirming | Para 1.18 | In planning the above work the Trustees |
whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit
have had regard to the guidance issued by the Charity Commission on public benefit.
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 | Delivery in Havelock Academy resulted in very positive verbal and written feedback from both pupils and teachers. Most of the pupils had never read their work out to each other before and the teachers reported that none of them had ever written so much before. Discussions with Gainsborough Old Hall about using the Hall as a venue for workshops resulted in our being also asked to advise on the contents of Sensory backpacks and signposting to a Sensory Library so they can trial ways to improve their inclusiveness. |
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 raised sufficient funds to deliver workshops in the new financial year and will build on the evidence from previous and new delivery to make the case for future funding. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As the charity is small the current reserve is modest but sufficient to ensure that any unexpected costs can be met. It is considered acceptable as no work is planned that will exceed the funding currently held to cover it. This policy is reviewed annually. |
| Amount of reserves held | Para 1.22 | £500 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charity Commission Foundation Model 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 | Trustees are selected by existing Trustees |
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 | Immersive Tales |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1183117 |
| Charity’s principal address | 107 St Peters Avenue Lincoln LN6 7QD |
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) |
|---|---|---|---|---|
| Sarah Cunningham | Chair | |||
| Julie Gilbert | Treasurer | |||
| Niz Smith | Secretary | |||
| Eilidh French | ||||
– 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 None 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) Sarah Cunningham
Position (eg Secretary, Chair Chair, etc)
Date
20-Jul-25
| Charity Name | Charity Name | Charity Name | Charity Name | ||
|---|---|---|---|---|---|
| Immersice Tales | |||||
| Receipts andpa | |||||
| For the period from |
Period start date | ||||
| 25th April 2024 | |||||
| Section A Receipts and payments | |||||
| Unrestricted funds |
Restricted funds | ||||
| to the nearest £ | to the nearest £ | ||||
| A1 Receipts | |||||
| Bank interest | 29 | ||||
| Grants | 7,500 | ||||
| Sales | 1,105 | ||||
| Donations | |||||
| Sub total(Gross income for AR) | 29 |
8,605 | |||
| A2 Asset and investment sales, (see table). | |||||
| - | |||||
| - | - | ||||
| Sub total | - |
- | |||
| Total receipts | 29 |
8,605 | |||
| A3 Payments | |||||
| Equipment/music & sound | 400 | ||||
| Bank charges | 1 | ||||
| Website/IT | 19 | ||||
| Workshoptutor | 574 | ||||
| Equipment set up/testingand support | |||||
| Printing | 210 | ||||
| Venue hire | |||||
| Publicity/membership | |||||
| Other | 138 | ||||
| Sub total | 158 |
1,184 | |||
| A4 Asset and investment purchases, (see table) |
|||||
| - | |||||
| - | - | ||||
| Sub total | |||||
| Total payments | 158 |
1,184 | |||
| Net of receipts/(payments) | -129 |
7,421 | |||
| A5 Transfers between funds |
| A6 Cash funds lastyear end | A6 Cash funds lastyear end | A6 Cash funds lastyear end | A6 Cash funds lastyear end | |||||
|---|---|---|---|---|---|---|---|---|
| No(if any) | CC16a | |||||||
| 1183117 | ||||||||
| unts | ||||||||
| Period end date | ||||||||
| 24th April 2025 | ||||||||
| 29 18 7,500 13 1,105 8,634 31 8,634 31 400 727 1 3 19 347 574 6,112 210 1,579 325 360 138 230 1,342 9,683 1,342 9,683 7,292 -9,652 Total funds Last year to the nearest £ to the nearest £ - - - - - - - |
||||||||
| Total funds | Last year | |||||||
| to the nearest £ | to the nearest £ | |||||||
| 29 | 18 | |||||||
| 7,500 | 13 | |||||||
| 1,105 | ||||||||
| 8,634 | 31 | |||||||
| - | ||||||||
| - | - | |||||||
| - | - | |||||||
| 8,634 | 31 | |||||||
| 400 | 727 | |||||||
| 1 | 3 | |||||||
| 19 | 347 | |||||||
| 574 | 6,112 | |||||||
| 210 | 1,579 | |||||||
| 325 | ||||||||
| 360 | ||||||||
| 138 | 230 | |||||||
| 1,342 | 9,683 | |||||||
| - | ||||||||
| - | ||||||||
| 1,342 | 9,683 | |||||||
| 7,292 | -9,652 |
| Categories | Details | |
|---|---|---|
| B1 Cash funds | ||
| Total |
||
| ~~cash~~ (agree balances with receipts and payments account (s)) |
||
| Details | ||
| B2 Other monetary assets | ||
| Details | ||
| B3 Investment assets | ||
| Details | ||
| B4 Assets retained for the charity’s own use |
||
| 8,804 | 1,512 | ||||
| d | |||||
| Restricted funds | Endowment funds |
||||
| to nearest £ | to nearest £ | ||||
| 8,278 | - | ||||
| - | |||||
| - | |||||
| 8,278 | - | ||||
| Agreement Error | OK | ||||
| Restricted funds | Endowment funds |
||||
| to nearest £ | to nearest £ | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Cost (optional) | Current value (optional) |
||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Cost (optional) | Current value (optional) |
||||
| - | |||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - |
-
Fixed assets B5 Liabilities Details
Note to the accounts: Signed by one or two trustees on behalf of all the trustees
Signature #Value!
| Amount due | When due | ||
| (optional) | (optional) | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Name | Date of approval | ||
| nningham | 20-07-25 | ||
u
ayments
To Endowment funds to the nearest £ - - - - - - -
peri Unrestricted funds to nearest £ 526 526 Agreement Error Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs
Fund to which liability relates
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Sarah C