Trustees’ Annual Report for the period
From August 2022 To 31 July 2023 Period end date
Charity name: Peter Lauer Foundation (H’arts in Mind)
Charity registration number: 1188882
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To help relieve the needs of people experiencing mental health issues, particularly, but not exclusively through the provision of art projects. |
| 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 |
Provision of wellbeing art projects and drop ins Online art sessions Friendship Outings Signposting and support |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes trustees have read 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 |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Grants should be for the benefit of the purpose of the charity which is to benefit people suffering from mental health challenges and where physical health challenges cause mental health difficulties. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Volunteers have been essential in providing help supporting art tutors, helping set up and clear away art sessions etc and supporting the gallery space. |
| 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 | Many accounts from beneficiaries are found on our website and facebook social media. It has made a huge difference to people with various mental health conditions, improve well being, confidence, raising them up and feeling valued in society. Learning skills and making friendships which in turn helps society by avoidance of dependency on alcohol/drugs and venturing into criminal behaviour. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
Achieved |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Achieved and working on improvements. |
| 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 | Trustees reviewed financial position with a review to increasing revenue in the next year ahead. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves held for unexpected contingency |
| Amount of reserves held | Para 1.22 | £1,141.88 |
| Reasons for holding zero reserves |
Para 1.22 | na |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Moving forward plans in place to increase the unreserved amount such as gaining sponsorship and increased revenue from events. |
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 |
Fundraising Sales of artwork Grants |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | To invest time in gaining more sources of income moving forward to increase our capacity to run more art drop ins and well-being sessions. |
| A description of the principal risks facing the charity |
Para 1.46 | Shortage of volunteer help and grant funding. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Foundation 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 | Election by 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 | Peter Lauer Foundation |
|---|---|
| Other name the charity uses | H’arts in Mind |
| Registered charity number | 1188882 |
| Charity’s principal address | 60 Old Hertford Road Hatfield Herts AL9 5HF |
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) |
|---|---|---|---|---|
| GaryDavis | 2021-current | |||
| Anna Schofield | 2022-current | |||
| Ann Beatty | Feb 2024-current | |||
| Kim Rasit | 2019-current | |||
– 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 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 Secretary, Chair Chair, etc)
Date
18 May 2023