## **Trustees’ Annual Report for the period**
**From 2 April 2020 To 31 July 2021 Period end date**
**Charity name: Peter Lauer Foundation (H’arts in Mind) Charity registration number: 1188882**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 To help relieve the needs of
purposes of the charity vulnerable people experiencing
as set out in its mental health issues, particularly,
governing document but not exclusively through the
provision of art projects.
Summary of the main Para 1.17 and Provision of Art Workshops
1.19
activities in relation to Online art sessions
those purposes for the Art Market
public benefit, in Friendship Outings
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 Yes trustees have read the
whether the trustees guidance issued by the charity
have had regard to the commission on public benefit.
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
Grants should be for the benefit
Para 1.38 of the purpose of the charity
Policy on grant making which is to benefit people
suffering from mental health
issues.
Para 1.38
Policy on social
investment including
program related
investment
Volunteers have been essential in
Para 1.38 providing help supporting art
Contribution made by tutors, helping set up and clear
volunteers away art sessions etc.
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Other
## **Achievements and Performance**
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SORP reference
Many accounts from beneficiaries
are found on our website and
facebook social media.
Summary of the main Para 1.20 It has made a huge difference to
achievements of the people with various mental
charity, identifying the health conditions, improve well
difference the charity’s being, confidence, raising them
work has made to the up and feeling valued in society.
circumstances of its Learning skills and making
beneficiaries and any friendships which in turn helps
wider benefits to society society by avoidance of
as a whole. dependency on alcohol/drugs and
venturing into criminal behaviour.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achieved
Achievements against Para 1.41
objectives set
Achieved and working on
improvements.
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 Sound.
financial position at the
end of the period
Statement explaining Para 1.22 20% of unrestricted funds to be
the policy for holding made available in cash of
reserves stating why emergency/unforeseen items.
they are held
Amount of reserves held Para 1.22 20 per cent of unrestricted figure
Reasons for holding zero Para 1.22
reserves
Details of fund Para 1.24
materially in deficit
Explanation of any Para 1.23 None. Sound policy for
uncertainties about the fundraising moving
charity continuing as a forward/business plan.
going concern
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
Fundraising
Sales of artwork
The charity’s principal Grants
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 CIO Foundation Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Election by Trustees
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
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Peter Lauer Foundation
Other name the charity H’arts in Mind
uses
Registered charity 1188882
number
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Charity’s principal 60 Old Hertford Road
address Hatfield
Herts AL9 5HF
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Gary Davis
2 Anna Schofield
3 Julie Levitt
4 Kim Rasit
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets 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)** Gary Davis **Full name(s)** Gary Davis **Position (eg** Chair **Secretary, Chair, etc)**
**Date** 14 April 2022
## Peter Lauer Foundation
## Financial Activities by Class
2 April, 2020 - 31 July, 2021
||RESTRICTED FUNDS|UNRESTRICTED FUNDS|TOTAL|
|---|---|---|---|
|Income||||
|4001 Donations and Legacies|500.00|628.84|£1,128.84|
|4003 Grants|6,700.00||£6,700.00|
|4004 Other Income||5.01|£5.01|
|4005 Artwork & Market Sales||545.01|£545.01|
|**Total Income**|**£7,200.00**|**£1,178.86**|**£8,378.86**|
|TOTAL|**£7,200.00**|**£1,178.86**|**£8,378.86**|
|Expenditures||||
|5001 Event Food & Drink||54.50|£54.50|
|5004 Prizes & Awards|845.99||£845.99|
|5005 Calendar Awards|200.00|50.00|£250.00|
|5006 Miscellaneous Purchases||34.40|£34.40|
|5007 Art Supplies|458.25|226.20|£684.45|
|5008 Workshops|250.00||£250.00|
|5009 Venue Hire|80.00|-60.00|£20.00|
|7500 Printing|1,112.10|73.61|£1,185.71|
|7501 Postage & Carriage||77.38|£77.38|
|7502 Office Supplies||24.95|£24.95|
|7552 Computers & Software||593.37|£593.37|
|7600 Legal Fees||24.00|£24.00|
|7604 Professional Fees|3,385.00|97.50|£3,482.50|
|8200 Charitable Donations||200.00|£200.00|
|8203 Training Costs||10.00|£10.00|
|8204 Insurance||219.52|£219.52|
|**Total Expenditures**|**£6,331.34**|**£1,625.43**|**£7,956.77**|
|NET OPERATING INCOME|**£868.66**|**£ -446.57**|**£422.09**|
|NET INCOME/(EXPENDITURE)|**£868.66**|**£ -446.57**|**£422.09**|
Accrual Basis Wednesday, 13 April 2022 11:16 am GMT+01:00
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