Client Confidential
Trustees’ Annual Report for the period
From Period start date 01/04/2024 To 31/03/2025 Period end date
Charity name: Learning By Heart
Charity registration number: 1201747
Objectives and Activities
| SORP reference |
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|---|---|---|
| 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 discounted basis (pay- as-you-feel donations with a suggested minimum of £10/class), in a range of UK GCSE and A-Level subjects, principally English, Maths and Sciences. The surplus from donations received 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 qualifications or experience are considered in the tutor selection process on |
Client Confidential
| a case by case basis; for example, a native speaker of a foreign language may tutor a learner of that language. |
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|---|---|---|
| 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:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
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 100 hours of tutoring in our key subjects. ● Donated £350 to Refugee Action UK, representing our surplus from class donations from 2023-4. ● Maintained and strengthened our relationships with universities such as Bath (through the Gold Scholars’ programme) and the Global Banking School, recruiting new tutoring volunteers to support class delivery. ● Took on a new Volunteer Coordinator (on a voluntary basis) to lead the management team and streamline recruitment, training and pairing processes. ● Continued to receive positive feedback from service users, e.g. “Thanks for everything, you make education accessible”. |
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|---|---|---|---|
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 £154 of reserves and no outstanding debts. |
| Statement explaining the policy for holding reserves statingwhytheyare 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 | £154 |
| 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 | The amount of reserves remaining at the end of FY24/25 is slightly lower than what would typically be kept for three months of run-rate costs. With this in mind, we paused charity donations for the year FY25/26 to ensure we have ample reserves to keep running the service, and have also undertaken a review of key expenditure. With these actions completed, there are no concerns regarding the charity continuing. |
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: |
|---|---|---|
| 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
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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
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| Structure, Governance and Management | Structure, Governance and Management | Structure, Governance and Management |
|---|---|---|
| Description of charity’s trusts: |
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| Type of governing document (trust deed, royal charter) Para 1.25 CIO constitution. |
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| How is the charity constituted? (e.g unincorporated association, CIO) Para 1.25 CIO |
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| 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
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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
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Client Confidential
Names of the charity trustees who manage the charity
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Nam
e of
pers
on
(or
body
Dates acted if not for whole )
Trustee name Office (if any)
year entitl
ed to
appo
int
trust
ee (if
any)
1 Chris Green Chair
2 Amy Harvey-Orton
3 Ciara Danes
4 Emily Morris
5 Richard Carter
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 N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
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)
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Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional information)
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Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Client Confidential
Declarations
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Signature(s)
Full name(s)
Chris Green
Position (eg Secretary, Chair
Chair, etc)
Date
26/01/2026
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Balance Sheet
Learning by Heart As at 31 March 2025
| Balance Sheet Learning by Heart As at 31 March 2025 |
Balance Sheet Learning by Heart As at 31 March 2025 |
|---|---|
| 31 MAR 2025 | |
| Current Assets | |
| Cash at bank and in hand | |
| GBP PayPal 43.02 |
|
| LEARNING BY HEART 110.74 |
|
| Total Cash at bank and in hand 153.76 |
|
| Total Current Assets 153.76 |
|
| Net Current Assets (Liabilities) 153.76 |
|
| Total Assets less Current Liabilities 153.76 |
|
| Net Assets 153.76 Capital and Reserves |
|
| Current Year Earnings (374.85) |
|
| Retained Earnings 528.61 |
|
| Total Capital and Reserves 153.76 |
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Balance Sheet Learning by Heart
Profit and Loss
Learning by Heart For the year ended 31 March 2025
| Profit and Loss Learning by Heart For the year ended 31 March 2025 |
|
|---|---|
| 2025 | |
| Turnover | |
| Donations | 800.69 |
| Total Turnover | 800.69 |
| Gross Profit | 800.69 |
| Administrative Costs | |
| Bank Fees | 13.85 |
| Charitable Donations | 350.00 |
| DBS Checks | 10.00 |
| General Expenses | 275.30 |
| Insurance | 164.50 |
| IT Software and Consumables | 211.89 |
| Safe Guarding Training | 150.00 |
| Total Administrative Costs | 1,175.54 |
| Operating Profit | (374.85) |
| Profit on Ordinary Activities Before Taxation | (374.85) |
| Profit after Taxation | (374.85) |
Profit and Loss Learning by Heart
26 Jan 2026 Page 1 of 1