## **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**||||
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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