## **Trustees’ Annual Report for the period** **From 01/04/24 Period start date To 31/03/25 Period end date** **Charity name: Lisa Ullmann Travelling Scholarship Fund Charity registration number:1203903** ## **Objectives and Activities** ||SORP|| |---|---|---| ||refere|| ||nce|| |Summary of the
purposes of the|Para
1.17|Lisa Ullmann was a distinguished teacher of movement and dance, whose unique work contributed
to the dance education of countless students, dancers and teachers.| |charity as set out
in its governing||The aim of this small charity is to provide fnancial support to individuals who wish to travel abroad
or in the United Kingdom to attend a conference, to pursue a research project or undertake a short| |document||course of study in the feld of movement or dance.| |||Applications are welcome from UK residents aged over 18 irrespective of nationality, gender or| |||previous training. Set up in memory of Lisa Ullmann, since 1987 the Fund has awarded travel| |||scholarships to help people to pursue an extraordinarily wide range of projects.| |||||The diversity of the projects realised and the consequent communication between diferent sectors
of the dance community world-wide is very much in tune with Lisa Ullmann’s own life and work.|The diversity of the projects realised and the consequent communication between diferent sectors
of the dance community world-wide is very much in tune with Lisa Ullmann’s own life and work.| |---|---|---|---|---|---| ||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||Grants were made to individuals e.g. 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||Yes|| ||||S
O
R
P||| ref er en ce Travel grants were made to 10 individuals to pursue projects. Reports from them 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. Summary of the main achievements of the charity, Pa identifying the ra 1. 20 difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. ## **Financial Review** Review of the charity’s Pa The charity’s financial position is healthy. Investment income has increased due to ra financial position at the 1. higher interest rates. end of the period 21 Statement explaining Pa n/a ra the policy for holding 1. reserves stating why 22 |they are held||| |---|---|---| |Amount of reserves
held|Pa
ra
1.
22|None| |Reasons for holding
zero reserves|Pa
ra
1.
22|There is a restricted fund of £10000.| |Details of fund
materially in deficit|Pa
ra
1.
24|n/a| |Explanation of any
uncertainties about the
charity continuing as a
going concern|Pa
ra
1.
23|None| |**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|The charity has relied on legacies in the past.
Currently, the charity relies on donations, investment income and royalties.| 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. Funds dispersed at the current rate will last 5 years. A description of the principal risks Para 1.46 facing the charity ## **Structure, Governance and Management** Description of charity’s trusts: Type of governing P Constitution a document r a (trust deed, royal 1 . charter) 2 5 How is the charity P CIO constituted? a r a (e.g unincorporated 1 . association, CIO) 2 ||5|| |---|---|---| |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|P
a
r
a
1
.
2
5|The Fund has completed a skills audit and also a list of key skills required. This is reviewed
on a regular basis.
Potential trustees are selected with those having the required key skills given priority. They
are interviewed by a governance sub-committee who make recommendations to the
board.
All existing Trustees then interview the recommended applicants. References are taken up
and if satisfactory the potential trustee is invited to join the Board. It is not a given that
they will join the board.| ## **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
2
3
4
5
6
7
8
9|**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person (or body) entitled to**
**appoint trustee (ifany)**| |---|---|---|---|---| ||Mercy Nabirye|Deputy
Chair||All Trustees| ||Andrew
Holdsworth|Treasurer||All Trustees| ||Avril Hitman|||All Trustees| ||Rebecca
Stancliffe|||All Trustees| ||Laura Jackson|||All Trustees| ||Karen Brodie|||All Trustees| ||Nichola Ivory-
Chapman|||All Trustees| ||Ian Abbott|||All Trustees| ||Laura Careless||09/05/24-31/3/25|All Trustees| ## **Declarations** ## **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Mercy Nabirye **Full name(s)** Mercy Nabirye **Position (eg Secretary, Chair, etc)** **Date** Acting Chair 6/10/2025 REC]STERED CIIARITY NUMBER: 1203903 n ofthe Tr￿8￿c5 and Unauditrd Fili￿La1 SLwem Eth31M 2025 Travelli ]aTshi Fund Louise Newn&) & Co ? Bath Mews GIIHMXStershiTe G￿) 7HL Lisa Llllmann Ttavellin Sc]x)I Conten of the Financial Stst for the Yeat Ended 31 March ?025 Rwrtofthe Tn&￿5 Ino?4 11403r￿24 Irtdependent examitttr Ui5c Ne￿￿Tran & Co Ltsl 2 Bath Mew5 Bath Parnde ChelteTrham Gloucestetshire GL5) 7HL STRucfLR[ GOVEKYANCE AYD MANAGEMEpir GDverninw doc0￿ent Tht ¢h8rity was regisiertsl as a dwi¢able Or￿1￿l￿n on 7 July 2023 ar*1 is (X)nTrolled bv its8ovcrning th)cumen¥ • )nstitutes an in(wx)rated charity. Risk The trugTees h&￿'e adutw th idatttfy all￿review therisks towhiththcL*aritv is W$edand￿ thtsur¢8ppT¢)pri&e c4)ntrnl$ arc in p12te to proi'ide re&wrtable aJi¥M fraud a￿1 ¢rror. Approved bN' orwits, and seeking xp12n*ions from a5 trusT¢es ￿n¢￿n1Thg anv such m&ttCTS. The1￿￿knes unLlthak"cndo rmvide all thc evi(lencc that would IK rcquire 62.768 71.829 51768 iO.(KK> 62.768 7L.829 NET CURRENf A&sErs 10.1 62.768 71.829 TOTAL ASSM LESS CURRENr LI,IBILITIES 51708 io.( 62.768 71.829 NET ASSETS lo.t 62.768 71.f29 FUIYDS UT￿eSt[1¢*d fisnds Restricted funds 52.768 io.0 61,829 10.t TOTAL FUNDS 02.768 71.829 The r]nan¢ial SL*eD)¢nts w￿e approvtsj bv the Board of TAET¢CS on....._._. beh2]f bv". . were signed on its Dr M Nabirye 4Chair) MrJ A Holdsworth (Treasurer) The fl Ihe Fin￿e12] SÈat¢tnents for the Year En ed31 March2 25 ACCOUNTING POLICJFS AttoDntiDg coovetttiti Thr financial statemenis have be￿ pretArtsl ihe historical cw conveThtioN and in xeoTrl2YKe with the Ftnanciai Ry)rting Siand*Td for Smaller Entiiie5 lefftctii'e April 2(W). the ChariLies Aci 201 l and the requirerntn￿ of tht statt[ne￿ of R¢commeThl¢d PTa(JiÉr. Accounting and Rwtingby Charitie& IDcomiRg rtsourc¢5 All incoming rt%ourre5 are on the Ststrment of FinaJ)cra] Aaivities whett the thartty r5 leg211y ¥￿itIed io the ino)me and the amount be quamified with reasonable Resonrces expexdtd ExreTrdituJt is accounted foron 3n accnjals basis ha5 been Classifi￿ under headings that a£gregaTr atl cost related io the category. t05ts canmt k 5e Further eXpl￿all0￿ of the twJre rxw5e ofuch fijnd is included in th¢ notrs ￿ the fIn￿La1 SW£rncnts. INVESTMENT INCOME 31.3.24 InvestriMi Income 3.298 2.738 IRUSTEES. REMUTr*ERATtON AND BETr*EFrrs Thcre weTe tK) tryst¢¢s' ranuneration or othtr benefits for vear ents1 il March 2025 Tjor for the year ended 31 March 2024. Trnjtces. eIpeDses There w¢re no tyuste& Lxpenw paid for th¢ ￿careDded 31 Marth 2025 for theyear¢JMW )] March 2024. MOVEMENT ll¥ FUNDS moNemeTJt itt funds At 1.4.24 At31i.25 Uttrestricted funds GEnerdl fijtvj 61.829 (9.0611 i2.768 Restricted fund5 R¢stricttd lo,￿0 TOTAL FUNDS 71.829 9.061) 62.768 Lisa Ilmann TrdV¢ Trk)lar5hi Fund Note5 ts1 thc Frnancial s¥￿eT￿¢￿ts- conii forthe ye￿ EtKi¢d l MarLth 202) MOVEMENT IN F￿lDS. cwtilxed N¢t movement in fi￿￿ induded itt a>ove ar¢ 45 fouows: Incoming Resources Movement in &Kpend& fwids (12.6A)51 (9.061) TlYtAL FUNDS {12.605 9.061) RESTRIcfED FU￿T)$ Th¢ Re5tricttsl Fund ¢(xnpris&s of unwwded of la￿ &￿[￿0￿$ *hidt thc TnLStees have sa aside to rov¢r an) utLa%perf¢d ￿1￿K[i￿lrt which may arise in fi]ttw¢. Lisa Ullmann Travellino SdM)larshi FUT D¢tsil¢d State￿¢￿t of Financiat Activitits for the Y ErKl&4 il Marth 202) i1.3.24 INCOMILYG RESOURCES Voluntsry iocornt Do￿lOr&. Lewies Rovz]ti¢s Grants 246 lJ18 lovestmtknt itteofftt Inveslmtnt Intome 3298 Totsl resources 3.544 4.056 RESOURCES LXPENDED Chlritsble adiviiies to individuats 6,750 Support rosts maDa￿t￿ent Posraoe and ststiorterv IndependeftT Eknqmin¥ F¢e Websiie tosr* Insur2llC Hire of rty)tn 231 222 458 240 297 550 91 Aibnin Fee BaJ]k cha￿eS 3i91 261)0 Total resourtes exptknded Net luc0￿e1{ExPeDdithre) 9.0611 16.837 Thisp￿tte thes not fomj rwrof tk ststil￿ fJDancial statrma