Trustees’ Annual Report for the period
From May 2021 Period start date May 2021 Period end date May 2022
Charity name: Lionheart UK
Charity registration number: 1183347
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Advancement of the Christian religion through the unification of Churches and outreach including a Christian Worship Music Festival |
| 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 |
Initially an annual Christian Worship Music Festival with teaching and outreach. A pilgrimage for refreshing, rejuvenating, advancing Christian values, and evangelism for those who are seeking. Further outreach is planned when funds allow |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees received the Charity Commission guidance on being a Trustee, what that entails and the Trustees had the opportunity to liaise with a charity specialist at the Inauguration meeting |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | It is the intention and hope of Lionheart UK to invest back into the community through financial giving, support and unity. Budgets put in place to financially support people to come to the festival who could not afford it. |
| Contribution made by volunteers |
Para 1.38 | Currently the Trustees and Team are all volunteers who have contributed both financially and with time and effort. |
| Other | Financial investment has been made by individuals and churches and through ticket sales and donations |
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 | Up to an including May 2022 plans were being made and put into place for our first festival. Covid scuppered plans in 2020 and 2021 so during that time Lionheart has been connecting with churches and fellowships, uniting different teams and working together with leaders and other charities on the island and mainland. 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 information and connect. |
Additional information (optional) You may choose to include further statements where relevant about:
Scheduled events in 2020-2021 were cancelled due to COVID. Plans and Achievements against activities, including visiting churches and Para 1.41
| objectives set | ||
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Most activities ground to a halt due to COVID. Fundraising went on at the end of 2021 and up to and including May 2022 |
| Investment performance against objectives |
Para 1.41 | Lionheart UK did not make any investments and does not have any investments. Just a current bank account. |
| Other | N/A |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As at 1st May 2021 we had £20,758.60 and at 31st May 2022 there was £27,889.18 in the bank with no outstanding debts |
||
|---|---|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | At this present time of non activity all finances are held in Reserve |
|---|---|---|
| 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 reserves |
Para 1.22 | All monies are considered Reserves at this time. Setting aside Ticket Money in case refund. |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Now the Government restrictions relating to Covid have been lifted there are no uncertainties about the charity continuing as a going concern and we are in full preparation for an event in July 2022 |
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 |
Churches, individuals, other Christian Charities and Ticket Sales. We have not been able to secure any grants as yet. Also we have raised funds through sponsored activities and special offerings |
|---|---|---|
| Investment policy and objectives including any social investment policy |
Work in progress and evolving |
| adopted | Para 1.46 | |
|---|---|---|
| A description of the principal risks facing the charity |
Para 1.46 | As above: We are also the mercy of Government restrictions with regards to Events. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g. unincorporated association, CIO) |
Para 1.25 | Charity Incorporated Organisation |
| 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, interviewed by Board of Trustees and voted in. Charity Commission documentation of responsibilities of a Trustee are given. As a Christian Charity then it is preferred that Trustees are practising the Christian Faith |
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 |
Trustees are selected, interviewed by Board of Trustees and voted in. Charity Commission documentation of responsibilities of a Trustee are given. Lionheart UK has policies in place for Financial Controls, Delegation of Authority and procedures, Data Protection, Safeguarding |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Lionheart UK has a Board of Trustees and a Core Project Team that meet on a monthly basis Other volunteers have ‘stepped up’ to work in a practical capacity when required |
| Relationship with any related parties |
Para 1.51 | N/A |
Other N/A
Reference and Administrative details
| Charity name | Lionheart UK |
|---|---|
| Other name the charity uses | Lionheart Festival |
| Registered charity number | 1183347 |
| Charity’s principal address | 14 St Michaels Road St Helens Ryde Isle of Wight PO33 1YJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Nam e of pers on (or body ) entitl ed to appo int trust ee (if any) |
|---|---|---|---|---|
| Keith Joyce | Chair | |||
| Sheila Bates | ||||
| Robin Whillier | ||||
| Paul Meredith | ||||
| Stuart Brenchley | ||||
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
----- End of picture text -----
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
----- End of picture text -----
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
Details of arrangements for N/A 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) Joseph Shurmer – Director, Laura Smith – Project Manager
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.
Signed on behalf of the charity’s trustees Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
LIONHEART UK - REGISTERED CHARITY 118337 INCOME AND EXPENDITURE: 1 June 2021 to 31 May 2022
Cash In Bank as at 1 May 2021: £20,758.60
As at 31st May 2022:
£27,889.18
| IN | IN | IN | OUT | OUT | OUT |
|---|---|---|---|---|---|
| Date | Detail | Amount | Date | Detail | Amount |
| 6-May | ticket refund | 70.00 | |||
| 17-May | monthlyfee | 8.00 | |||
| 15-Jun | monthlyfee | 8.00 | |||
| 1-Jul | Donation CLC | 2000.00 | 17-Jul | monthlyfee | 8.00 |
| 16-Aug | monthlyfee | 8.00 | |||
| 15-Sep | monthlyfee | 8.00 | |||
| 15-Oct | monthlyfee | 8.00 | |||
| 15-Nov | monthlyfee | 8.00 | |||
| 19-Nov | IndemnityInsurance | 186.80 | |||
| 15-Dec | monthlyfee | 8.00 | |||
| 17-Jan | monthlyfee | 8.00 | |||
| 3-Feb | Ticket sales | 208.59 | |||
| 9-Mar | Ticket sales | 45.54 | |||
| 10-Feb | Ticket sales | 387.39 | |||
| 15-Feb | monthlyfee | 8.00 | |||
| 17-Feb | Ticket sales | 81.42 | |||
| 4-Mar | Ticket sales | 23.95 | |||
| 8-Mar | Church Email List | 99.00 | |||
| 8-Mar | NosyWeb Change | 42.00 | |||
| 9-Mar | Donation | 80.00 | 8-Mar | Orphan No More Deposit | 1000.00 |
| 9-Mar | Nosywrongaccount | 42.00 | |||
| 10-Mar | Ticket sales | 96.21 | |||
| 15-Mar | Ticket sales | 96.21 | 15-Mar | monthlyfee | 8.00 |
| 15-Mar | Ticket sales | 192.42 | |||
| 6-Apr | Ticket sales | 86.35 | 6-Apr | NosyWeb Change | 42.00 |
| 7-Apr | Ticket sales | 274.63 | 12-Apr | RIWAS Deposit | 250.00 | ||
|---|---|---|---|---|---|---|---|
| 12-Apr | Ticket sales | 50.47 | 12-Apr | Urban Saints Deposit | 200.00 | ||
| 14-Apr | Ticket sales | 208.59 | 19-Apr | monthlyfee | 8.00 | ||
| 19-Apr | Ticket sales | 117.10 | 10-May | Newquest(county press ad) | 178.60 | ||
| 22-Apr | Ticket sales | 141.75 | 16-May | monthlyfee | 8.00 | ||
| 25-Apr | Ticket sales | 71.56 | 16-May | FerryTickets(reimburse Laura) | 806.00 | ||
| 26-Apr | Ticket sales | 45.54 | 17-May | IoW Council(event licence) | 190.00 | ||
| 28-Apr | Ticket sales | 45.54 | 19-May | Wightlink Ferryticket | 62.00 | ||
| 5-May | Donation Shurmer | 5000.00 | 19-May | Wightlink Ferryticket | 62.00 | ||
| 6-May | Ticket sales | 430.98 | 19-May | Red Funnel Ferryticket | 53.70 | ||
| 12-May | Ticket sales | 139.81 | 19-May | Red Funnel Ferryticket | 53.70 | ||
| 16-May | Ticket sales | 96.21 | 19-May | Red Funnel Ferryticket | 53.70 | ||
| 17-May | Ticket sales | 50.47 | 27-May | Newquest(county press ad) | 130.90 | ||
| 20-May | Ticket sales | 182.77 | Stripe Fees foryear | ||||
| 26-May | Ticket sales | 285.08 | Ticket Tailor Fees foryear | ||||
| 27-May | Ticket sales | 91.28 | |||||
| 30-May | Ticket sales | 143.12 | |||||
| £10,714.98 | £3,584.40 |
£0.00