Client Confidential
## **Trustees’ Annual Report for the period**
**From Period start date** 27/01/2023 **To** 31/03/2024 **Period end date**
**Charity name:** Learning By Heart
## **Charity registration number:** 1201747
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The objects of the CIO are to advance the
education and prospects of:
i) UK school students from all financial
backgrounds, through the
provision by volunteers of online, pay-as-
you-feel tutoring services that
enable them to recognise their full potential
capabilities, competencies
and skills.
ii) Young people for the public benefit, by
making grants to educational
charities using the proceeds from tutoring
services.|
|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|We offer tuition on a pay-as-you-feel
basis, in a range of UK GCSE and A-
Level subjects including: English, Maths,
Science, History, French and Spanish.
The surplus from these pay as you feel
donations is utilised to make a grant
each year to an educational charity
(selected by application process followed
by shortlisting and a vote, in which all
volunteers can participate).
The charity offers subjects based on the
subject choices of available tutoring
volunteers, which are based on their
qualifications. Each tutor teaches a
subject in which they have a qualification
at least one level above that which they
are tutoring, with grade B or above (e.g.
a Maths GCSE tutor must have Maths A-
Level). Alternative, equivalent|
Client Confidential
|||qualifications or experience are
considered in the tutor selection process
on a case by case basis; for example, a
native speaker of a foreign language may
tutor a learner of that language.|
|---|---|---|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All trustees have read and understood the
guidance and ensured that Learning by
Heart abides by the guidance.|
**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
Para 1.38
Policy on social investment
including program related
investment
Para 1.38
Contribution made by
volunteers
Other
**----- End of picture text -----**
## **Achievements and Performance**
SORP reference
Client Confidential
|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|● Delivered in the region of 150-200
hours of tutoring in 6 key subjects.
● Brought our fundraising total to
£4615 donated to educational
charities.
● Built relationships with universities
such as Bath (through the Gold
Scholars’ programme) and the Global
Banking School, recruiting new
management team volunteers and
supporting them to develop
employable skills.
● Received highly positive feedback
from service users, e.g.
_“[The tutor] has been fabulous and has really_
_helped my son with exam topics”_
_“[My tutor] was very knowledgeable of the_
_topic and helped reinforce my learning”. _|
|---|---|---|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
Client Confidential
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|At the end of the reported financial period
Learning by Heart had £529 of reserves and
no outstanding debts.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Learning by Heart has a policy to retain at
least three months of run-rate costs as a
reserve|
|Amount of reserves held|Para 1.22|£250|
|Reasons for holding zero
reserves|Para 1.22|n/a|
|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|There are no uncertainties about the charity
continuing as a going concern.|
## **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||
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
Client Confidential
## **Structure, Governance and Management**
**----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing document Para 1.25 CIO constitution.
(trust deed, royal charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection methods Para 1.25 Trustees are typically selected by a mixed
**----- End of picture text -----**
|**Structure, Governance and Management**|**Structure, Governance and Management**|**Structure, Governance and Management**|
|---|---|---|
|Description of charity’s
trusts:|||
|Type of governing document
(trust deed, royal charter)
Para 1.25
CIO constitution.|||
|How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25
CIO|||
|Trustee selection methods|Para 1.25|Trustees are typically selected by a mixed|
|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||approach of direct appointment where
appropriate, and advertisement on relevant
platforms, interview and selection by the
founder and existing trustees.
Our constitution includes the following
provisions regarding appointment of
trustees:
(a) Apart from the first charity trustees, every
appointed trustee must be appointed for a
term of 3 years by resolution passed at a
properly convened meeting of the charity
trustees.
(b) In selecting individuals for appointment as
appointed charity trustees, the charity
trustees must have regard to the skills,
knowledge and experience needed for the
effective administration of the CIO.|
**Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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||
||Para 1.51||
Client Confidential
Relationship with any related parties Other
## **Reference and Administrative details**
**----- Start of picture text -----**
Charity name Learning By Heart
Other name the charity uses N/A
Registered charity number 1201747
Charity’s principal address 2 Swalletts Corner Cottages
Dauntsey
SN15 4HQ
**----- End of picture text -----**
Client Confidential
**----- Start of picture text -----**
Name of person
(or body) entitled
Trustee name Office (if any) Dates acted if not for whole year
to appoint trustee
(if any)
1 Chris Green Chair
2 Amy Harvey-Orton
3 Ciara Danes
4 Emily Morris
5 Richard Carter April 2024-present CG, AHO, CD
**----- End of picture text -----**
– Corporate trustees names of the directors at the date the report was approved
**Director name** N/A
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 -----**
Client Confidential
## **Funds held as custodian trustees on behalf of others**
Description of the assets None. held in this capacity 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 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)**
**----- Start of picture text -----**
Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional information)
**----- End of picture text -----**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
Client Confidential
## **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)
Green
Full name(s) Chris
Position (eg Chair
Secretary, Chair, etc)
Date
12/3/2025
**----- End of picture text -----**
## **Profit and Loss**
## **Learning by Heart**
## **For the period 27 January 2023 to 31 March 2024**
|**Profit and Loss**
**Learning by Heart**
**For the period 27 January 2023 to 31 March 2024**||
|---|---|
||**27 JAN 2023-31**|
||**MAR 2024**|
|**Turnover**||
|Donations|1,685.21|
|**Total Turnover**|**1,685.21**|
|**Gross Profit**|**1,685.21**|
|**Administrative Costs**||
|Bank Fees|44.79|
|DBS Checks|249.00|
|General Expenses|359.39|
|IT Software and Consumables|214.13|
|Safe Guarding Training|425.00|
|**Total Administrative Costs**|**1,292.31**|
|**Operating Profit**|**392.90**|
|**Profit on Ordinary Activities Before Taxation**|**392.90**|
|**Profit after Taxation**|**392.90**|
Profit and Loss Learning by Heart
12 Mar 2025 Page 1 of 1
## **Balance Sheet**
## **Learning by Heart As at 31 March 2024**
|**Balance Sheet**
**Learning by Heart**
**As at 31 March 2024**|**Balance Sheet**
**Learning by Heart**
**As at 31 March 2024**|
|---|---|
|**31 MAR 2024**||
|**Current Assets**||
||**Cash at bank and in hand**|
||LEARNING BY HEART
528.62|
||**Total Cash at bank and in hand**
**528.62**|
|**Total Current Assets**
**528.62**
**Creditors: amounts falling due withinone year**||
|GBP PayPal
0.01||
|**Total Creditors: amounts falling due within one year**
**0.01**||
|**Net Current Assets (Liabilities)**
**528.61**||
|**Total Assets less Current Liabilities**
**528.61**||
|**Net Assets**
**528.61**
**Capital and Reserves**||
|Current Year Earnings
316.21||
|Retained Earnings
212.40||
|**Total Capital and Reserves**
**528.61**||
12 Mar 2025 Page 1 of 1
Balance Sheet Learning by Heart