## **Trustees’ Annual Report for the period** **From 01/04/23 Period start date To 31/03/24 Period end date** **Charity name: Lisa Ullmann Travelling Scholarship Fund** ## **Charity registration number:1203903** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|For the public benefit, the advancement of
education in the arts, in
particular in the field of movement and,
dance by the provision of
assistance with expenses incurred
travelling in the United Kingdom or
abroad to attend a conference course of
study or to pursue a
research project in the field of movement
and dance.| |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|Applications for the travel grants were
considered by the Trustees on the basis of
the selection criteria which includes the
public benefit.
Travel grants were made to individuals to
travel for projects in India, USA, Argentina,
Germany & Brazil.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees are aware of the guidance
issued by the Charity Commission on
public benefit.
When the Charity was reconstituted as a
CIO in 2023 the Trustees gave an
undertaking to abide by this.| ## **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|Travel grants were made to 10 individuals
to pursue projects.
Reports from the individuals have shown
that they have benefitted from their
experiences and that they will be using
them in their performance and teaching
work available to the public.|| |---|---|---|---| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity’s financial position is healthy.
Investment income has increased due to
higher interest rates.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|n/a| |Amount of reserves held|Para 1.22|None| |Reasons for holding zero
reserves|Para 1.22|There is a restricted fund of £10000.| |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|None| ## **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|The charity has relied on legacies in the
past.
Currently, the charity relies on donations,
investment income and royalties.| |---|---|---| |A description of the principal
risks facing the charity|Para 1.46|The charity relies on applications from
individuals, the number of which has
declined in recent years.
The charity relies on donations, investment
income which will reduce as travel
scholarships are distributed in the future.| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|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|The Fund has completed a skills audit and
also a list of key skills required.
Potential trustees are selected with those
having the required key skills given priority.
They are interviewed by a sub-committee
who make recommendations.
All existing Trustees then interview the
recommended applicants.| ## **Reference and Administrative details** |Charity name|Lisa Ullmann Travelling Scholarship Fund| |---|---| |Other name the charity uses|LUTSF| |Registered charity number|1203903| |Charity’s principal address|1 Hattons Green Cottages
Plumpton Green
Lewes
East Sussex BN7 3DG| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||MercyNabirye|DeputyChair||All Trustees| ||Andrew Holdsworth|Treasurer||All Trustees| ||Avril Hitman|||All Trustees| ||Rebecca Stancliffe|||All Trustees| ||Laura Jackson||09/03/23-31/03/24|All Trustees| ||Karen Brodie||14/10/23-31/03/24|All Trustees| ||Nichola Ivory-
Chapman||09/03/24-31/03/24|All Trustees| ||Ian Abbott||18/3/24-31/3/24|All Trustees| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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** R£CISTERED CHARITY NUMBF.R: 1203903 ort ofthc Tn￿le¢S and Unaudited Financial Statenients for the y￿ Ended 31 Mareh 2024 for Ilmann Travellin Scholarshi Fund Loui5¢ Ncwman & Co Ltd 2 Bath Mews Bath Parade Cheltenham GI0￿CeSt¢rshire GL53 7HL Lisa Ullmann Trdvellin Scholarshi Fwhd ontenis f the Financial Statements or the Year Ended 31 March 2024 Page Report of the Tn￿e8 Indcpendent Examinerfs Report Ststemt of FiTJancial Activiues Balance Sheet Notc5 to the Financial Statemellts Detailed StatemeDt of Financial ACti￿n11e5 Lisa Ullmann TrdvellÉn Scholarshi Fund ort of the Trustees for th£ Yeltr Ellded 31 M￿h 2024 The tru5tccs presenttheirrewTrrtwtth the financlal stttcrncntsof the chartty fortheyearended 31 March 2024. The trustees have adopted ihe provisions of the Statement of Rccommended Practic¢ (SORP)'Accounting and Reporting by Chgritie%' issued in March 2(K)5. REFERENCE AND ADMINISTRATtVE DETAIIS Regislcred Charity number 1203903 Primclpal address l H