Trustees’ Annual Report for the period
From 17/3/23 Period start date To 31/12/23 Period end date
Charity name: Jubilee Leadership
Charity registration number: 1202382
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the CIO is, for the public benefit, the advancement of the Christian faith, in particular but not exclusively, by providing grants, resources and training to organisations and individuals in order to build capacity among Christian leaders, churches or missions to equip and enable them to carry out discipleship, evangelism and missionary work and deliver charitable projects in communities. |
| 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 |
2023 was our launch year as a charity. Years of research, planning, recruiting and prayer finally came together as Jubilee Leadership formally gained charitable status. Jubilee Leadership exists to encourage the church by enabling its leaders to thrive. We therefore developed our vision as follows: Our vision is for thriving leaders, healthy teams and flourishing churches. Activities. • We spent a lot of the year making people aware that we now exist and the kind of things we can offer for Christian leaders and their teams. • Our director, Andy Hickford, took public speaking opportunities to publicize the work around the UK, encouraging leaders and churches to build their capacity in order to advance the Christian faith • Andy began to coach/mentor individual church leaders • Andy began work as a consultant for churches, tailoring each piece of work to the specific needs of the church in its local context |
- We produced some freely available resource from our website.
2023 was a solid foundational year for Jubilee Leadership and we look forward to building on it in the future. Statement confirming Para 1.18 In agreeing the priorities and programme of whether the trustees have Jubilee Leadership, trustees have paid due had regard to the guidance regard to the Public Benefit guidance issued by the Charity issued by the Charity Commission, in Commission on public particular the specific guidance on charities benefit and the advancement of religion.
Additional information (optional)
You may choose to include further statements where relevant about:
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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
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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 | There were a number of important ‘behind the scenes’ achievements for the charity in our inaugural year. • We recruited an experienced and respected Council of Reference • We agreed significant and meaningful values which shape the culture and work of the trust • We launched our website (jubileeleadership.co.uk) • We raised funds. • We appointed our Director Andy Hickford, initially employing him a day a week and then increasing that to two days a week. • We began to gather and communicate regularly with an increasing number of supporters. • We had a very successful Trustees weekend where we grew as a team and received invaluable advice from one of our Council of Reference. As a result, Jubilee Leadership has been able to • input into the ministry of individual church leaders (through mentoring and coaching) • help develop and shape church leadership teams (through leadership team development days and weekends) • equip and enable whole churches (through ‘church weekends’ events) • provide encouragement and inspiration to all who visit our website or who are on our contacts list via videos made with Christian leaders who are interviewed by Andy Hickford. In addition, Andy has produced a blog accessible via the website which contains reflections and teaching which is freely available. • span a number of different Christian denominations as well as regions of the UK. Feedback from Christian leaders and church leadership teams has been positive and encouraging, with future work booked and referrals made to others by those who have benefited from Jubilee Leadership in 2023. |
|---|---|---|
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 |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The financial position of the charity at the end of 2023 is positive as income was greater than expenditure by £21,116 thereby enabling reserves to be held. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees have considered the level of reserves they wish to retain, appropriate to the charity’s needs. At the end of 2023 that level was 2 months running costs, based on the director working 2 days a week. The Trustees aim to ensure Jubilee Leadership will be able to continue to fulfil its charitable objectives even if there is a temporary shortfall in income or unexpected expenditure. The Trustees will endeavour not to set aside funds unnecessarily. |
| Amount of reserves held | Para 1.22 | £4,500 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
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 |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation (whose only voting members are its Charity Trustees) |
| 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 | Trustees must be appointed by a resolution passed at a properly convened meeting of the Charity Trustees. On appointment of new Charity Trustees, the other Charity Trustees shall determine the rotation in which any additional Charity Trustees are to retire. In selecting individuals for appointment as Charity Trustees, the Charity Trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. All Charity Trustees must subscribe and adhere to, in belief and lifestyle, the Statement of Faith. |
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 | Jubilee Leadership |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1202382 |
| Charity’s principal address | Waterfield House Newton Road Bishopsteignton Teignmouth TQ14 9PP |
|---|---|
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) |
|---|---|---|---|---|
| Peter Gray | Chair | |||
| Dawn Brown | ||||
| Graham Brown | ||||
| ShirleyPapps | Treasurer | |||
| PhilipPapps | ||||
– 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)
Andrew Hickford
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) Full name(s) Position (eg Secretary, Chair, etc) Date |
Pete Gray | Phil Papps |
|---|---|---|
| Peter Gray | Philip Papps | |
Chair |
Trustee | |
| 21/10/24 | ||
| 21/10/24 |
Jubilee Leadership Charity Number 1202382 Receipts and Payments Year 1st January - 31st December 2023
2023 General Fund
RECEIPTS
| Income Donations Gift Aid Interest TOTAL RECEIPTS PAYMENTS Employment Costs Insurance Expenses (Travel and general) Subscriptions and Software Website Costs Bank Charges TOTAL PAYMENTS NET RECEIPTS/(PAYMENTS) CASH FUNDS AT 31.12.23 Community Account Savings Account TOTAL CASH FUNDS BANK ACCOUNT Co-operative Bank plc Community Account Number 67294419 At 31.12.23 Savings Account Number 67294422 At 31.12.23 TOTAL BANK ACCOUNT FUNDS |
£2,359 £35,593 £2,458 £34 £40,443 £16,500 £166 £887 £484 £1,014 £276 £19,327 £21,116 £1,906 £19,534 £21,440 £1,906 £19,534 £21,440 |
|---|---|
Jubilee Leadership Chartty Number 1202382 Receipts and Payments Year tst January- 31st December 2023 Jubilee Leadership Independent Examlner's Report I report to the trustees on my eXaMinatn of the accounts of Jubilee Leadership 1.the Tru5t"I for the year ended 31st December 2023. Re5pertive Responsibllttles of Tru5tee5 and Examiner As the charity trustees of Jubilee Leadership. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 20111.the Act'l- The charity's trustees consider that an audit is not required for thi5 year under section 144 of the Charitie5 Art 2011 and that an Independent Exèmination is needed. Responsibillties and Basls of Report I report in respert of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination. I have followed the applicable Directions given by the Charity Commission under section 14515) Ibl of the Act. Independent Examiner's Statement I have completed my examination. I confirm no material matters have come to my attention in connection with the examination which gives me cause to believe that in any material respect: - accounting records were not kept in accordance with sertion 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matter5 in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Print name: £Eprtefv) cis Date.. Address: zlIL LE)eS grNJ21 2&T