Naima Mohamed , our newest trustee and former beneficiary, on her graduation day
S U M M A R Y O F O U R Y E A R
We gave away more than ever before. 204 grants were awarded totalling £90,069 for fees, books and equipment, £15,137 more than the previous year.
Thanks to our generous supporters, we raised
a record £73,949. Fortunately, we ended the year in a strong position, despite pandemic uncertainties.
134 dictionaries, kindly donated by Oxford University Press, were awarded to beneficiaries.
We supported applicants from 52 countries living across the U.K. to study on a wide range of courses. The majority of successful applicants were seeking sanctuary in the U.K. as refugees and asylum seekers.
This year, 99% of our spending went directly to applicants. Thanks to all those who covered administrative costs and/or gave their services free.
1
A P P L I C A N T S W E S U P P O R T E D
“This news fell like rain in the desert upon me… I am in gratitude for your help and I have no words how to express myself and my happiness.”
(an asylum seeker, one of our beneficiaries, hearing that he’d been awarded a full grant for the Diploma in Public Service Interpreting)
Like the man quoted above, our beneficiaries lack the means to study without our grants. We support adults who have come to settle in the U.K. and whose first language is not English, especially those seeking sanctuary. Many of them have suffered severe financial and social hardship, including those who are survivors of modern slavery, domestic violence or trafficking.
During 2020-21, our successful applicants came from 52 different countries. The largest number came from Syria (30), followed by Iran, Sudan and Nigeria. 83% of grants were awarded to those seeking sanctuary and the others were from the European Union or were British Citizens.
Successful applicants, most of whom were over 25 years old, live across England, Scotland, Wales and Northern Ireland with the greatest number from Greater London (48) followed by East Midlands (36), Northern Ireland (33) and Scotland (22). 103 awards were to men and 101 to women.
A W A R D S & C O U R S E S
“I’ve received a scholarship from Goldsmith University allowing me to pursue my dreams of higher education. Your September 2020 grant enabled me to complete an access course, cover its financial costs and also motivated me to work harder in pursuit of my educational goals. I’ll be forever grateful to you for trusting me and allowing me this opportunity.”
(an asylum seeker, one of our beneficiaries, awarded a grant for an Access to Computing course)
In 2020-21 we awarded the highest ever amount of money since we were established in 1983. We received 554 applications for support compared to 467 last year and awarded £90,069 to 204 applicants, £15,137 more than in the previous year.
However, while we were able to award more than ever before, owing to the Covid pandemic some beneficiaries were not able to access courses so were unable to use their grants immediately. Those on elementary courses like pre-entry ESOL where online learning was not offered were particularly affected. We have been as flexible as possible by extending our usual six-month time limit for using grants to suit individual circumstances, but we are aware that, unfortunately, some grants still remain unused.
Our top priority was unchanged: to provide support for course, examination and registration fees, including membership of professional organisations. We awarded more grants than the previous year (204 compared to 183) and we increased the amount of our grants. In many cases we were able to award the full amount requested, especially for English for Speakers of Other Languages (ESOL) and for asylum seekers. Asylum seekers are not normally allowed to work and therefore lack the ability to fund any shortfall.
2
In the field of higher education, where fees are very high, we have continued our policy of only giving grants up to £1,000 to applicants with a clear vocational aim and who can provide evidence to show how they will find the rest of the money.
This year we continued to support more students on vocational courses, especially leading to work in health and social care. We supported 26 applicants on a range of courses leading to work as doctors, nurses, and care workers. We included grants towards degrees in medicine and training courses and qualifications for doctors to enable them to work in the U.K. We supported 9 dentists with fees for the courses and qualifications needed to practise here. We awarded grants for a broad range of other vocational courses, qualifications and licences including security, computing, interpreting, exhibition and event management, professional cookery, hairdressing and barbering, transport management and electrical engineering.
There were slightly fewer awards for ESOL, owing to the fact that some providers are waiving fees for ESOL courses. There were 48 awards for ESOL courses from pre-entry to Level 2 compared to 51 last year and also 14 awards for IELTS, the English examination needed to enter university or re-qualify as a doctor in the U.K.
We gave two awards for equipment. The first, for a stethoscope, was given to an asylum seeker from Sri Lanka studying for a degree in medicine. The second was given for a uniform required for a Professional Cookery course to an asylum seeker from Nigeria. We awarded book tokens to 7 beneficiaries for essential textbooks.
We’re exceptionally grateful to Oxford University Press who donated and despatched 134 dictionaries to beneficiaries, more than ever before in any one year.
F I N A N C E
(see appended accounts)
We’re very pleased to have raised £73,949, a record amount, 78% more than last year. It was made possible thanks to our extremely generous supporters and was an amazing achievement for the Trust during the pandemic.
We also gave away a record amount of £90,069 in grants to our beneficiaries, 20% more than we gave away last year, but more than the amount we raised. As demand for our grants increases, the need for fundraising continues.
We’re pleased to report that our running costs remain very low at £571, meaning that 99% of our expenditure went directly to support applicants. We’re deeply indebted to our Patrons, Trustees, sponsors and volunteers for their contributions in work, money and kind.
The Trust’s Reserves Policy is to hold funds between £20,000 and £25,000 in reserve for future grant awards. As of 31 March 2021, the Trust held reserves of £36,289, a small increase from the previous year. Whilst this puts us in a good financial position for the start of the 2021/22 financial year, £36,000 will only fund the first two of our five grant rounds for the year, and in the face of continuing demand from our beneficiaries, fundraising continues to be as important as ever for the Trust.
We’re deeply grateful to Anna Lancefield who examined our accounts.
3
R A I S I N G T H E M O N E Y
Thank you to all those who donated so selflessly that, despite the pandemic and the fact we were not able to hold in-person fundraising events, we raised more than ever before.
Donations
We were fortunate to benefit from many generous contributions. We’d particularly like to thank Dame Hilary Blume, the Hecht Charitable Foundation, the Blue Moon Trust and the Hilden Trust for their donations.
Fundraising
The 2.6 Challenge (a Marathon is 26 miles long. In the absence of actual running, the challenge was to find sponsorship in events with 2 and 6 in the title).
Thank you to all those who donated to our 2.6 challenge We were delighted to raise £3,053 towards grants to work in health and social care professions. Trustees’ activities ranged from Judith Nicholson’s 26-question Ruth Hayman Trust quiz, to 26 tricky spellings learned by two ESOL classes and to 26 miles walked as permitted exercise during the locked-down week of the challenge.
From the 2.6 Challenge quiz:
Where is this memorial bench? Epping Forest? Richmond Park? Hampstead Heath?
( Answer: Hampstead Heath)
Ride London
Congratulations to Zach Rayner and his dad Jimmy, and also to Dave Higgins. They took part in the Prudential Ride London event, cycling for the Trust and completed their target miles, raising
- £1,245.
4
The Big Give Christmas Challenge
For the second Christmas, we’ve participated in the Challenge, where the Big Give provides matched funding for charities, provided they can meet their pledge and fundraising targets. We’re delighted to report that we raised £15,632 (plus Gift Aid of £1,155), beating our £8,000 target to provide grants for those seeking sanctuary for courses and qualifications in health and social care.
Young quizzers finding fun in fundraising
Special thanks for help with the Challenge to awarding bodies Ascentis and Gateway Qualifications for their generous support; Vivienne Jonsson-Boulogne , for teaching an excellent Zoom Pilates class for the Trust – and to the supporters who took part; Tash Hayman and Harry Kidby , who masterminded a virtual 12 Days of Christmas Challenges Quiz raising £1,700. Nearly 40 teams, remote and household, wrote haikus, folded origami geese, dressed up, made music, baked cakes, and answered all kinds of festive questions ranging from carols to code breakers, demonstrating conclusively the ‘fun’ in ‘fundraising’. Thanks also to Rukhsana Ahmed , our patron and herself a writer, who judged the haiku competition and Richard Flack , music producer, who judged the Christmas songs in the quiz.
NATECLA Fundraising Events
The Ruth Hayman Trust was established in 1983 by the National Association for Teaching English and Community Languages to Adults (NATECLA) in memory of Ruth Hayman, one of its founder members.
The relationship between the Trust and NATECLA has always been supportive and close. Participation in NATECLA events promotes our work to ESOL teachers across the U.K. So, as ever, we thank members for their support. This year it was not possible to hold any in-person student fundraising events but NATECLA members generously supported the Trust as part of online webinars and conferences.
Thanks to Trinity College London, who sponsored the successful Ruth Hayman Trust quiz at NATECLA’s online conference on 4 July, and to quiz mistress and compiler, Trustee Jenny Wainman. A highlight was the challenge to dress up as Leonardo’s Lady With An Ermine within a 10-minute time limit. Congratulations to Jeni Prettyman who managed this amazing likeness:
5
M O N I T O R I N G A N D Q U A L I T Y A S S U R A N C E
We require applicants to show why they are unable to pay their fees or other costs themselves and to provide academic references showing the suitability of the course they’re planning to attend. Grants are usually paid direct to the institution by bank transfer on production of an invoice. The only times we pay the applicant directly are for the Rose Grant Special Award, equipment and travel awards for disabled applicants, and where applicants can provide evidence that they have paid their fees since they applied. Members of the Grants Committee spend considerable time checking application forms, ensuring that course details are correct, dealing with applicants’ queries and revising grants where circumstances have changed. All applicants are required to confirm that they have received the award but we also encourage them to let us know how they have progressed.
Nevertheless, we are aware that in some cases our awards are not used, and this has been a particular problem this year where studies have been disrupted during the pandemic. We encourage applicants to contact us about any issues that prevent them using the grant and we try to be as flexible as possible in finding solutions for them.
V O L U N T E E R S
This year it has not been possible for many of our volunteers, especially those involved in student fundraising, to fundraise for the Trust in person, but we are very grateful to all those who helped us in a variety of other ways. Special thanks to Kelly Jennings-Robinson who always manages to find time in her busy schedule to send out our newsletters and analyse response rates, and to John Cooper, who has continued to work to improve our online application system. This has been running since July 2019 and has made a huge difference to the smooth running of the application process.
P A T R O N S & T R U S T E E S
T R U S T E E S: Sue Colquhoun (Vice Chair), Natasha Hayman, Steve Hewitt, Caroline Hogarth, Stephanie Jones (Treasurer), Naima Mohamed, Judith Nicholson, Hanna Ostling, Shweta Otiv, Gomathi Panchapagesan, Sally Staples, Mary Simpson (Chair) Jenny Wainman, Frances Weinreich (Hon. Sec.), Jane Wilson.
We are delighted to welcome Naima Mohamed as a trustee. Her appointment was agreed in March 2021 and confirmed at the April meeting of trustees. Naima, who came to the UK from Somalia to seek sanctuary, was supported by the Trust with a grant for the IELTS examination, which is required for university entrance. She then went on to graduate in pharmacy and is now working, using her pharmacy degree in producing food for those requiring special diets, for example for cancer sufferers.
P R E S I D E N T: Sheila Rosenberg, OBE
P A T R O N S: We are most grateful to our supportive patrons, Rukhsana Ahmed, Hilary Blume DBE, Lord Alf Dubs, Lord Peter Hain, Sir Jeremy Isaacs, Tom Jupp OBE, Sue MacGregor CBE, The Hon. Adrianne Marks, Lord Bhikhu Parekh, Shabibi Shah, Janet Suzman DBE.
This year we were delighted to welcome writer, dramatist and translator Rukhsana Ahmad as patron of the Trust.
Unfortunately, owing to the pandemic, we were unable to hold the planned fundraising event to celebrate refugees hosted by Lord Alf Dubs, but this will go ahead in Refugee Week 2021.
6
I M P A C T A S S E S S M E N T
“I am very grateful to Ruth Hayman Trust for awarding me a financial grant for my Masters (in Relationship Therapy). It is not only the monies awarded that made me more positive about my studies, but also the acknowledgement of my wish to become a highly educated professional. I approached more than fifteen different bodies but only the Ruth Hayman Trust responded, and responded positively. Currently, my practice is modest but I intend to make a contribution so somebody else can be helped and will feel positive about their studies and become a highly educated professional".
( received from one of our beneficiaries awarded a grant some years ago and now with her own practice).
We know our awards change beneficiaries’ lives for the better. All successful applicants are asked to acknowledge receipt of awards and to explain how our awards have helped them. We also receive letters and email messages describing the difference an award has made to their lives, such as in the example above. When applicants re-apply for a further course, achievements on previous courses are checked to see whether they show progress. We also receive letters from college tutors and student advisers recording the value of our awards.
C O N T R I B U T I O N T O P U B L I C B E N E F I T
The Ruth Hayman Trust enables individuals with a first language other than English and inadequate financial means to study, gain skills and qualifications which ease their integration into U.K. life. In this way, they are enabled to contribute to both the U.K. economy and society. The Trust therefore advances equality of opportunity for people from diverse cultures and backgrounds and contributes to social cohesion.
The Trustees confirm they have complied with the public duty to have due regard to the guidance from the Charity Commission regarding public benefit.
L O O K I N G F O R W A R D
by the Chair, Mary Simpson
At the end of the financial year 2020-21, the Trust is in a stronger position than ever. Thanks to our generous supporters, we have been able to give away more than ever before. We have continued to improve our application system so that the online process works more efficiently for our applicants. This has been particularly beneficial during the Covid pandemic where we have needed to be in frequent email contact with applicants as their situations have been constantly changing due to college closures. Where successful applicants have not been able to enrol during the pandemic, we will help them to use their grants in the future, where possible. We will also work towards following up beneficiaries after a year so we have a better awareness of the impact of our grants.
We are very pleased that we have increased our funds during the pandemic. We were fortunate to be awarded generous grants from a number of individuals and trusts, and we’ve also taken advantage of opportunities for online fundraising. We’ll build on our fundraising success this year, and also work to involve former beneficiaries in raising funds for us, so that next year we can maintain or even surpass the high level of grants we achieved in 2020-21.
We have improved our systems for paying grants. Grants are now paid online by bank transfer, making it easier for us to reallocate unused grants to new applicants and manage our reserves. We now need to move ahead with the improvement of our supporters’ database so we are better placed to keep in touch with and enlarge our group of wonderful supporters.
Last year I reported that we had a very strong and experienced team of trustees who manage the work of the Trust, and also very supportive patrons and president. This year all these trustees, president and patrons have continued to serve the Trust, and I am delighted to welcome new trustee Naima Mohamed and new patron Rukhsana Ahmed. We have no paid employees and very low overheads at only 1% of expenditure, so almost all our funds raised go directly to applicants. I am confident we are well placed to respond to the challenges of the future.
A huge thank you to all who have supported us this year.
7
Report of the Trustees and Unaudited Financial Statements
For the year ended 31 March 2021 Charity number: 287268
Page 1 of 11
Contents
| Report of the Trustees | 3 |
|---|---|
| Independent Examiner’s Report to the Trustees | 4 |
| Statement of Financial Activities | 5 |
| Statement of Financial Position | 6 |
| Notes to the Financial Statements | 7-10 |
| Detailed Statement of Financial Activities | 11 |
Page 2 of 11
Report of the Trustees
For the year ended 31 March 2021
The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 March 2021. The Trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS102) (effective 1 January 2015).
Objectives and activities
The objective of the trust is to provide educational grants to adults who have come to settle in the UK and whose first language is not English.
Reference and administrative information
Name of Charity The Ruth Hayman Trust
Charity registration number 287268 Trustees The Trustees and officers serving during the year and since the year end were as follows:
S Colquhoun N Hayman S Hewitt C M P Hogarth S Jones N Mohamed J Nicholson H Ostling S Otiv G Panchapagesan K M Simpson S Staples J Wainman F Weinreich J Wilson
Independent examiners
Anna Lancefield
Approved by the Board of Trustees and signed on its behalf by
……………………………………………
K M Simpson (Chair of Trustees) 30.7.2021
Page 3 of 11
Independent Examiners Report to the Trustees
For the year ended 31 March 2021
I report to the Trustees on my examination of the accounts of the charity for the year ended 31 March 2021.
Responsibilities and basis of report
As the charity trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the 2011 Act”).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiners statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
Accounting records were not kept in respect of the Charity as required by section 130 if the 2011 Act; or
-
The accounts do not accord with those records; or
-
The accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirements that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Anna Lancefield
49 Rancliffe Gardens, London SE9 6JZ
Page 4 of 11
Statement of Financial Activities
For the year ended 31 March 2021
| Notes Income from: Donations 2 Other activities 3 Total Expenditure on: Grants 4 Support costs 5 Total Net income/ (expenditure) Reconciliation of funds Total funds brought forward Total funds carried forward |
Unrestricted funds £ 37,319 700 38,019 31,512 571 32,082 5,936 30,353 36,289 |
Restricted funds £ 35,930 - 35,930 31,471 - 31,471 4,458 8,174 12,633 |
2021 £ 73,249 700 73,949 62,983 571 63,554 10,395 38,527 48,922 |
2020 £ 37,016 4,381 |
|---|---|---|---|---|
| 41,397 | ||||
| 51,227 846 |
||||
| 52,122 | ||||
| (10,725) 49,252 |
||||
| 38,527 |
Page 5 of 11
Statement of Financial Position
As at 31 March 2021
| Notes Current Assets Cash at bank and in hand Net current assets Total assets less current liabilities Net assets 7 The funds of the charity Restricted income funds 6 Unrestricted income funds 6 Total funds |
2021 £ 48,922 48,922 48,922 48,922 48,922 12,633 36,289 48,922 |
2020 £ 38,527 |
|---|---|---|
| 38,527 | ||
| 38,527 38,527 |
||
| 38,527 | ||
| 8,174 30,353 |
||
| 38,527 |
The financial statements were approved and authorised by the Board of Trustees and signed on its behalf by:
……………………………………………
K M Simpson (Chair of Trustees 30.07.2021
Page 6 of 11
Notes to the Financial Statements
For the year ended 31 March 2021
1. Accounting Policies
Basis of accounting
The financial statement shave been prepared under the historical cost convention, except for investments which are included at market value and the revaluation of certain fixed assets and in accordance with the Charities SROP (FRS 102) ‘Accounting and Reporting by Charities: Statement of Recommended Practice’ applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), and the Charities Act 2011.
The Ruth Hayman Trust meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).
2. Income from donations
| Unrestricted funds Restricted funds £ £ Donations received 32,699 35,930 Gift Aid 4,620 - 37,319 35,930 The income from donations is made up as follows: Regular donors Other donations from individuals Big Give 2.6 Challenge Ride London Unrestricted donations from organisations Restricted donations from organisations |
2021 £ 68,629 4,620 73,249 7,149 20,500 15,632 3,053 1,245 5,050 16,000 68,629 |
2020 £ 34,824 2,192 |
|---|---|---|
| 37,016 | ||
| 5,478 9,126 8,174 - - 3,000 9,046 |
||
| 34,824 |
Page 7 of 11
3. Income earned from other activities
| Unrestricted funds Events Fundraising via give as you live The income from events is made up as follows: Student fundraising Sales at NATECLA events Half Marathon Everest Trek |
2021 £ 600 100 700 - 600 - - 600 |
2020 £ 4,265 116 |
|---|---|---|
| 4,381 | ||
| 715 1,191 845 1,514 |
||
| 4,265 |
4. Expenditure on grants
| Unrestricted funds £ Grant awards 30,996 Book token awards 516 31,512 The grant awards are made up as follows: Funds awarded in current year Funds awarded in prior year and now invalid |
Restricted funds £ 31,471 - 31,471 |
2021 £ 62,467 516 62,983 90,069 (27,602) 62,467 |
2020 £ 50,847 430 |
|---|---|---|---|
| 51,227 | |||
| 74,930 (24,083) |
|||
| 50,847 |
Page 8 of 11
5. Analysis of support costs
| My Donate/ Virgin Giving fees CAF account fees Other administrative costs |
2021 £ 97 69 405 571 |
2020 £ 164 60 622 |
|---|---|---|
| 846 |
6. Movement in funds
| Current year Unrestricted Funds General Restricted funds Hilden Trust Big Give 2019 Hecht 2.6 Challenge Ride London Big GIve 2020 Previous year Unrestricted funds General Restricted funds Hilden Trust Hilary Blume Big Give |
Balance at 01/04/2020 £ 30,353 30,353 - 8,174 - - - - 8,174 48,148 48,148 - 1,104 - 1,104 |
Incoming resources £ 38,019 38,019 6,000 - 10,000 3,053 1,245 15,632 35,930 24,177 24,177 6,000 3,046 8,174 17,220 |
Outgoing resources £ 32,082 32,082 6,000 8,174 10,000 3,053 1,245 3,000 31,471 41,972 41,972 6,000 4,150 - 10,150 |
Balance at 31/03/2021 £ 36,289 |
|---|---|---|---|---|
| 36,289 | ||||
| - - - - - 12,632 |
||||
| 12,632 | ||||
| 30,353 | ||||
| 30,353 | ||||
| - - 8,174 |
||||
| 8,174 |
Page 9 of 11
7. Analysis of net assets between funds
| Current year Unrestricted funds Restricted funds Previous year Unrestricted funds Restricted funds |
Net current assets/ (liabilities) £ 36,289 12,632 48,921 30,353 8,174 38,527 |
Net assets £ 36,289 12,632 |
|---|---|---|
| 48,921 | ||
| 30,353 8,174 |
||
| 38,527 |
Page 10 of 11
Detailed Statement of Financial Activities*
For the year ended 31 March 2021
| Income from donations Donations Gift Aid Income from other activities Events Fundraising via give as you live Total incoming resources Expenditure on grants Grant awards Book token awards Expenditure on support costs My Donate/Virgin Giving fees CAF account fees Other administrative costs Total resources expended Net income |
2021 £ 68,629 4,620 73,249 600 100 700 73,949 (62,467) (516) (62,983) (97) (69) (405) (571) (63,554) 10,395 |
2020 £ 34,824 2,192 |
|---|---|---|
| 37,016 | ||
| 4,265 116 |
||
| 4,382 | ||
| 41,397 | ||
| (50,847) (430) |
||
| (51,227) | ||
| (164) (60) (622) |
||
| (846) | ||
| (52,122) | ||
| (10,725) |
- This page does not form part of the statutory financial statements
Page 11 of 11
Report of the Trustees and Unaudited Financial Statements
For the year ended 31 March 2021 Charity number: 287268
Page 1 of 11
Contents
| Report of the Trustees | 3 |
|---|---|
| Independent Examiner’s Report to the Trustees | 4 |
| Statement of Financial Activities | 5 |
| Statement of Financial Position | 6 |
| Notes to the Financial Statements | 7-10 |
| Detailed Statement of Financial Activities | 11 |
Page 2 of 11
Report of the Trustees
For the year ended 31 March 2021
The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 March 2021. The Trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS102) (effective 1 January 2015).
Objectives and activities
The objective of the trust is to provide educational grants to adults who have come to settle in the UK and whose first language is not English.
Reference and administrative information
Name of Charity The Ruth Hayman Trust
Charity registration number 287268 Trustees The Trustees and officers serving during the year and since the year end were as follows:
S Colquhoun N Hayman S Hewitt C M P Hogarth S Jones N Mohamed J Nicholson H Ostling S Otiv G Panchapagesan K M Simpson S Staples J Wainman F Weinreich J Wilson
Independent examiners
Anna Lancefield
Approved by the Board of Trustees and signed on its behalf by
……………………………………………
K M Simpson (Chair of Trustees) 30.7.2021
Page 3 of 11
Independent Examiners Report to the Trustees
For the year ended 31 March 2021
I report to the Trustees on my examination of the accounts of the charity for the year ended 31 March 2021.
Responsibilities and basis of report
As the charity trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the 2011 Act”).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiners statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
Accounting records were not kept in respect of the Charity as required by section 130 if the 2011 Act; or
-
The accounts do not accord with those records; or
-
The accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirements that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Anna Lancefield
49 Rancliffe Gardens, London SE9 6JZ
Page 4 of 11
Statement of Financial Activities
For the year ended 31 March 2021
| Notes Income from: Donations 2 Other activities 3 Total Expenditure on: Grants 4 Support costs 5 Total Net income/ (expenditure) Reconciliation of funds Total funds brought forward Total funds carried forward |
Unrestricted funds £ 37,319 700 38,019 31,512 571 32,082 5,936 30,353 36,289 |
Restricted funds £ 35,930 - 35,930 31,471 - 31,471 4,458 8,174 12,633 |
2021 £ 73,249 700 73,949 62,983 571 63,554 10,395 38,527 48,922 |
2020 £ 37,016 4,381 |
|---|---|---|---|---|
| 41,397 | ||||
| 51,227 846 |
||||
| 52,122 | ||||
| (10,725) 49,252 |
||||
| 38,527 |
Page 5 of 11
Statement of Financial Position
As at 31 March 2021
| Notes Current Assets Cash at bank and in hand Net current assets Total assets less current liabilities Net assets 7 The funds of the charity Restricted income funds 6 Unrestricted income funds 6 Total funds |
2021 £ 48,922 48,922 48,922 48,922 48,922 12,633 36,289 48,922 |
2020 £ 38,527 |
|---|---|---|
| 38,527 | ||
| 38,527 38,527 |
||
| 38,527 | ||
| 8,174 30,353 |
||
| 38,527 |
The financial statements were approved and authorised by the Board of Trustees and signed on its behalf by:
……………………………………………
K M Simpson (Chair of Trustees 30.07.2021
Page 6 of 11
Notes to the Financial Statements
For the year ended 31 March 2021
1. Accounting Policies
Basis of accounting
The financial statement shave been prepared under the historical cost convention, except for investments which are included at market value and the revaluation of certain fixed assets and in accordance with the Charities SROP (FRS 102) ‘Accounting and Reporting by Charities: Statement of Recommended Practice’ applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), and the Charities Act 2011.
The Ruth Hayman Trust meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).
2. Income from donations
| Unrestricted funds Restricted funds £ £ Donations received 32,699 35,930 Gift Aid 4,620 - 37,319 35,930 The income from donations is made up as follows: Regular donors Other donations from individuals Big Give 2.6 Challenge Ride London Unrestricted donations from organisations Restricted donations from organisations |
2021 £ 68,629 4,620 73,249 7,149 20,500 15,632 3,053 1,245 5,050 16,000 68,629 |
2020 £ 34,824 2,192 |
|---|---|---|
| 37,016 | ||
| 5,478 9,126 8,174 - - 3,000 9,046 |
||
| 34,824 |
Page 7 of 11
3. Income earned from other activities
| Unrestricted funds Events Fundraising via give as you live The income from events is made up as follows: Student fundraising Sales at NATECLA events Half Marathon Everest Trek |
2021 £ 600 100 700 - 600 - - 600 |
2020 £ 4,265 116 |
|---|---|---|
| 4,381 | ||
| 715 1,191 845 1,514 |
||
| 4,265 |
4. Expenditure on grants
| Unrestricted funds £ Grant awards 30,996 Book token awards 516 31,512 The grant awards are made up as follows: Funds awarded in current year Funds awarded in prior year and now invalid |
Restricted funds £ 31,471 - 31,471 |
2021 £ 62,467 516 62,983 90,069 (27,602) 62,467 |
2020 £ 50,847 430 |
|---|---|---|---|
| 51,227 | |||
| 74,930 (24,083) |
|||
| 50,847 |
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5. Analysis of support costs
| My Donate/ Virgin Giving fees CAF account fees Other administrative costs |
2021 £ 97 69 405 571 |
2020 £ 164 60 622 |
|---|---|---|
| 846 |
6. Movement in funds
| Current year Unrestricted Funds General Restricted funds Hilden Trust Big Give 2019 Hecht 2.6 Challenge Ride London Big GIve 2020 Previous year Unrestricted funds General Restricted funds Hilden Trust Hilary Blume Big Give |
Balance at 01/04/2020 £ 30,353 30,353 - 8,174 - - - - 8,174 48,148 48,148 - 1,104 - 1,104 |
Incoming resources £ 38,019 38,019 6,000 - 10,000 3,053 1,245 15,632 35,930 24,177 24,177 6,000 3,046 8,174 17,220 |
Outgoing resources £ 32,082 32,082 6,000 8,174 10,000 3,053 1,245 3,000 31,471 41,972 41,972 6,000 4,150 - 10,150 |
Balance at 31/03/2021 £ 36,289 |
|---|---|---|---|---|
| 36,289 | ||||
| - - - - - 12,632 |
||||
| 12,632 | ||||
| 30,353 | ||||
| 30,353 | ||||
| - - 8,174 |
||||
| 8,174 |
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7. Analysis of net assets between funds
| Current year Unrestricted funds Restricted funds Previous year Unrestricted funds Restricted funds |
Net current assets/ (liabilities) £ 36,289 12,632 48,921 30,353 8,174 38,527 |
Net assets £ 36,289 12,632 |
|---|---|---|
| 48,921 | ||
| 30,353 8,174 |
||
| 38,527 |
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Detailed Statement of Financial Activities*
For the year ended 31 March 2021
| Income from donations Donations Gift Aid Income from other activities Events Fundraising via give as you live Total incoming resources Expenditure on grants Grant awards Book token awards Expenditure on support costs My Donate/Virgin Giving fees CAF account fees Other administrative costs Total resources expended Net income |
2021 £ 68,629 4,620 73,249 600 100 700 73,949 (62,467) (516) (62,983) (97) (69) (405) (571) (63,554) 10,395 |
2020 £ 34,824 2,192 |
|---|---|---|
| 37,016 | ||
| 4,265 116 |
||
| 4,382 | ||
| 41,397 | ||
| (50,847) (430) |
||
| (51,227) | ||
| (164) (60) (622) |
||
| (846) | ||
| (52,122) | ||
| (10,725) |
- This page does not form part of the statutory financial statements
Page 11 of 11