## **Trustees’ Annual Report for the period** **From May 2020 Period start date To May 2021 Period end date** **Charity name: Lionheart UK** ## **Charity registration number: 1183347** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 Advancement of the Christian
of the charity as set out religion through the unification of
in its governing Churches and outreach including a
document Christian Worship Music Festival
Summary of the main Para 1.17 and Initially an annual Christian
1.19
activities in relation to Worship Music Festival with
those purposes for the teaching and outreach. A
public benefit, in pilgrimage for refreshing,
particular, the activities, rejuvenating, advancing Christian
projects or services values, and evangelism for those
identified in the who are seeking. Further
accounts. outreach is planned when funds
allow
Statement confirming Para 1.18 Trustees received the Charity
whether the trustees Commission guidance on being a
have had regard to the Trustee, what that entails and the
guidance issued by the Trustees had the opportunity to
Charity Commission on liaise with a charity specialist at
public benefit the Inauguration meeting
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Para 1.38
Policy on grant making N/A
It is the intention and hope of
Lionheart UK to invest back into
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the community through financial
Para 1.38 giving, support and unity.
Policy on social
However the delay of events and
investment including outreach due to COVID has
program related
hindered social investment again
investment
Currently the Trustees and Team
are all volunteers who have
contributed both financially and
Para 1.38 with time and effort.
Contribution made by
volunteers
Financial investment has been
made by individuals and churches
Other
and through ticket sales
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## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
It was our intention and hope that
Lionheart UK would have had or
Summary of the main first main Festival on the island
achievements of the
with its purpose of advancing the
charity, identifying the
Christian faith, to worship and
difference the charity’s
Para 1.20 celebrate God, to introduce those
work has made to the
who are seeking to know God, to
circumstances of its
provide outreach, invest back into
beneficiaries and any
the community through financial
wider benefits to society
giving, support and unity.
as a whole.
However all plans for the Festival
and outreach were delayed due to
COVID
Which has also hindered much
social investment.
Through social media Lionheart UK
has been progressing its coverage
and has been connecting with
churches via zoom and
electronically, providing Churches
across the Isle of Wight and
beyond a platform to share
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**information and connect.** **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Scheduled events in 2020-2021
were cancelled due to COVID
Achievements against
objectives set Para 1.41
Most activities ground to a halt
due to COVID
Performance of
fundraising activities
against objectives set Para 1.41
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All activities ground to a halt due
to COVID.
Investment performance
against objectives Para 1.41
Other N/A
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 As at 1 [st] May 2020 we had
financial position at the
£16,513.50 in the bank with no
end of the period
outstanding debts
Statement explaining the Para 1.22 At this present time of non activity
policy for holding all finances are held in Reserve
reserves stating why they
are held
Amount of reserves held Para 1.22 Whilst we have stated above
currently all monies are
considered to be in Reserve at this
time, special consideration has
been given for the funds raised
from ticket sales in 2020 (for the
postponed event) in case refunds
need to be made.
We are not in debt to any other
supplier so as when we are
actively functioning we will review
our current status and set a
reserve budget
Reasons for holding zero Para 1.22 All monies are considered
reserves Reserves at this time. Setting
aside Ticket Money in case refund.
Details of fund materially Para 1.24 N/A
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in deficit
Explanation of any Para 1.23 Due to COVID all fundraising,
uncertainties about the ticket sales and ability to host
charity continuing as a events has been stopped. We are
going concern at the mercy of Government
restrictions
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Churches, individuals, other
Christian Charities and Ticket
Sales. We have not been able to
secure any grants as yet. Also we
The charity’s principal
have raised funds through
sources of funds
sponsored activities and special
(including any Para 1.47
offerings
fundraising)
Investment policy and Work in progress and evolving
objectives including any
social investment policy Para 1.46
adopted
As above:
Due to COVID restrictions all
fundraising, ticket sales and
A description of the
principal risks facing the Para 1.46 ability to host events has been
stopped. Our primary donors have
charity all been financially compromised.
We are also the mercy of
Government restrictions with
regards to Events.
Other
N/A
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**Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Charity Incorporated Organisation
constituted?
(e.g. unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are selected, interviewed
methods including details by Board of Trustees and voted in.
of any constitutional Charity Commission
provisions e.g. election to documentation of responsibilities
post or name of any of a Trustee are given. As a
person or body entitled Christian Charity then it is
to appoint one or more preferred that Trustees are
trustees practising the Christian Faith
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Trustees are selected, interviewed
by Board of Trustees and voted in.
Policies and procedures
Charity Commission
adopted for the induction
documentation of responsibilities
and training of trustees Para 1.51
of a Trustee are given. Lionheart
UK has policies in place for
Financial Controls, Delegation of
Authority and procedures, Data
Protection, Safeguarding
Lionheart UK has a Board of
Trustees and a Core Project Team
The charity’s
that meet on a monthly basis
organisational structure
and any wider network Para 1.51
with which the charity
works Other volunteers have ‘stepped
up’ to work in a practical capacity
when required
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Relationship with any N/A
related parties Para 1.51
Other N/A
Reference and Administrative details
Charity name Lionheart UK
Other name the charity Lionheart Festival
uses
Registered charity 1183347
number
Charity’s principal 14 St Michaels Road
address
St Helens
Ryde
Isle of Wight
PO33 1YJ
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Na
me
of
pers
on
(or
bod
y)
Dates acted if not for
Trustee name Office (if any) enti
whole year
tled
to
app
oint
trus
tee
(if
any)
1 Keith Joyce Chair
2 Sheila Bates
3 Robin Whillier
4 Paul Meredith
Stuart
5
Brenchley
6
7
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8 9 10 11 12 13 14 15 16 17 18 19 20 Corporate trustees – names of the directors at the date the report was approved **Director name** **----- Start of picture text -----**
N/A
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Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
Trustee name Dates acted if not for whole
year
N/A
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## **Funds held as custodian trustees on behalf of others** Description of the assets **N/A** held in this capacity **----- Start of picture text -----**
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 N/A
for safe custody and
segregation of such
assets from the charity’s
own assets
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## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **----- Start of picture text -----**
Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional
information)
Joseph Shurmer – Visionary, Laura Smith – Project Manager
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## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **N/A Other optional information N/A** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **----- Start of picture text -----**
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
Position (eg
Secretary, Chair,
etc)
Date
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## **LIONHEART UK - REGISTERED CHARITY 11 INCOME AND EXPENDITURE: May 20 to Ma** ## **Cash In Bank as at 1 May 2020: £16,513.50** **----- Start of picture text -----**
IN
Date Detail Amount Date
15/5/20
8/6/20
15/6/20
16/5/20
17/6/20 Donation 19.12
22/6/20 Donation 150.00
15/7/20
10/8/20 Donation 5000.00 17/8/20
24/8/20
15/9/20
15/10/20
22/10/20
29/10/20
29/10/20 Rejected Ins Payment 186.80
2/11/20
15/11/20
15/12/20
15/1/21
25/1/21
15/2/21
15/3/21
15/4/21
26/4/21
CLOSING BALANCE £20,758.60
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**18337 ay 21** **----- Start of picture text -----**
OUT
Detail Amount
Account fee 5.00
Ticket Refund 160.00
Account fee 5.00
Reimburse social media 160.00
Account fee 5.00
Account fee 5.00
Nosy Marketing 48.00
Account fee 5.00
Account fee 5.00
Marquee and Ink 127.00
Trustee Insurance 186.80
Trustee Insurance 186.80
Account fee 5.00
Account fee 5.00
Account fee 8.00
Joseph for Face Advert 95.22
Account fee 8.00
Account fee 8.00
Account fee 8.00
Joseph for Face Advert 75.00
1110.82
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