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||
|---|---|---|
|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.|
|---|---|---|
|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”._|
|---|---|---|---|
## **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**
**----- 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
**Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
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
**----- 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
|**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)**
**----- 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**
**----- Start of picture text -----**
Signature(s)
Full name(s)
Chris Green
Position (eg Secretary, Chair
Chair, etc)
Date
26/01/2026
**----- End of picture text -----**
## **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**||
26 Jan 2026 Page 1 of 1
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