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2023-03-31-accounts

“I am an asylum seeker and struggling with finance. The exam was expensive and your grant helped me a lot.’” Surgeon from Yemen , awarded a grant for the MRCS exam, the qualification needed to work in the UK.

S U M M A R Y O F O U R Y E A R

We gave away more than ever before.

207 grants were awarded totalling £125, 573 for fees, books and equipment, an increase on the previous year.

Thanks to our generous supporters, we raised £68,025, lower than 21/22’s record sum which included an exceptional one-off donation, but close to amounts raised in previous years, allowing us to continue to support applicants with grants up to £1,500.

We supported applicants from 47 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.

A P P L I C A N T S W E S U P P O R T E D

“You supported me financially in an urgent time. I have passed my course and started my foundation training year as a pharmacist. It’s paid work.”

(Refugee from Egypt awarded a £1,250 grant for a diploma in Pharmacy)

Like the person 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 2022-23, our successful applicants came from 47 different countries, the largest number from Sudan (22), followed by Iran, Pakistan, Afghanistan, Syria, Nigeria and, unsurprisingly, Ukraine. The vast majority of grants were awarded to those who had come to seek sanctuary. 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 (63), followed by Northern Ireland (31), North West England (27) and the East Midlands (15). 116 of the 207 awards (56%) were to men, slightly higher than previous years.

A W A R D S & C O U R S E S

The Ruth Hayman Trust made my dream come true.”

(Ukrainian woman, awarded a grant of £1,295 for the CELTA course in teaching English language to adults. After successfully completing the course, she became a paid learning support assistant and soon hopes to find work as a teacher.)

“You paid my translation fees which made possible my successful university application along with a scholarship”.

(Asylum seeker from Albania awarded £180 to translate her qualifications from French to English )

During 2022-23, once again we awarded the highest ever amount of money since our establishment in 1983. Thanks to our generous supporters and our successful Big Give campaign, we were able to maintain our maximum grant at £1,500. With your on-going support, we hope we can continue this level in the future. We received 481 applications for support, slightly down on 513 last year, but awarded £125,573 to 207 applicants, an increase on the previous year.

This year we continued to support more students on vocational courses, especially leading to work in health and social care. We supported 17 applicants on a range of medical and health courses leading to work as doctors, nurses, phlebotomists, dentists and care workers. We also supported three dentists and 15 doctors to take the OET and PLAB exams required to work in the U.K. We awarded grants for a broad range of other vocational courses, qualifications and licences including interpreting, accounting, pharmacy, electrical engineering, law, even a certificate in modifying canine behaviour.

All applications are carefully reviewed by our Grants Committee to check eligibility for our grants. Our top priority remains unchanged: to provide support for course, examination and registration fees, including membership of professional organisations. As with all other parts of the economy, inflation has had an effect on course fees, but this is also a reflection of the change in the types and levels of courses as learners are applying for more higher level courses with high fees. 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.

We made one Rose Grant Special Award of £500. This special award is for applicants who show a strong commitment to the community or human rights as well as exceptional academic ability. It was awarded to an asylum seeker from Ghana, a human trafficking victim, for her volunteering work with a charity in that field.

We also made one award for equipment required for a computing course, and awarded book tokens for essential textbooks to ten successful applicants.

In the field of higher education, where fees are very high, we have continued our policy of only awarding grants for courses with a clear vocational aim and to applicants who can provide evidence to show how they will find the rest of the money.

Owing to changes in funding policy in certain parts of England (London, Manchester, Liverpool, Cambridgeshire), we’re seeing fewer Asylum Seekers applying for ESOL courses from these areas as they’re now receiving some free courses at colleges. One big change this year was the number of applicants from Ukraine, mainly those here on the various schemes introduced as a result of the war. In a large shift from previous years, there were only 11 awards for ESOL courses, compared to 53 last year. There were also 16 awards for IELTS, the English examination needed to enter university or re-qualify as a doctor in the UK and three awards for applicants towards the CELTA examination to allow them to teach English.

Despite the waning effects of the pandemic, we know our learners still live complicated lives and can’t always take part in the learning programme for which they applied. We continue to apply flexibility when recipients request extensions but we’re aware that, unfortunately, some grants still remain unused.

D O N A T I O N S A N D F U N D R A I S I N G

Donations

We would like to thank all of our donors, small and big, individuals, charities and trusts, without whom we wouldn’t exist. In these straitened times, we appreciate your continued support. Specifically, we’d like to thank the Blue Moon Trust, the Belpech Trust and the Good Gifts Guide and pay tribute to Ruth Hayman’s brother, the late John Hayman, who died at 103 for the generous legacy in his will.

Literary Event

After two year’s hiatus in which we were unable to meet face-to-face, we were delighted to host patron Rukhsana Ahmad (right) and long-term supporter Marion Molteno (left) to discuss their lives and literary careers in front of an appreciative and generous audience of both old friends and welcome new faces.

Student Fundraising

In July, Newham College (ESOL Dept. Stratford) raised £206 for the Trust: "We chose this trust as it’s close to our hearts because it supports refugees and quite a few of our learners can identify with this."

In October, MAES (Manchester Adult Education Service) donated £205.35, our share from their 'Charitea' event.

We’re grateful to all the staff and students involved in these events.

The Big Give Christmas Challenge

This year our goal was to reach £20,000 and we managed to raise £24,233 (including Giftaid) to help us maintain our maximum grant value at £1,500. We’re particularly grateful to the generous supporters who pledged and then paid the initial £5,000. Without their help, we wouldn’t have been able to access the match-funding which allowed the doubling of other donations.

N A T E C L A

As ever, heartfelt thanks to NATECLA members for their ongoing support. Following two years of being unable to meet in person, it was a delight to return to the National Conference, where members donated £755 to the Trust. Thanks to trustee Jenny Wainman for devising the everpopular Conference Quiz, this year kindly sponsored by Pearson.

Trustees Naima Mohamed and Jane Wilson at NATECLA Conference

F I N A N C E

As demand for our grants increases, the need for fundraising continues. We’re pleased to report that our running costs remain very low at £1,482, 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 2023, the Trust held reserves of £3,462. Owing to particularly high levels of demand, we decided to hold an additional grants meeting in February making six for the financial year, rather than the usual five. We will not be repeating this additional grants meeting in future years. Also, owing to the method by which our accounts are constructed, any grants, regardless of whether they are used or not, are considered “spent” for the six months they are valid and, only then, are unspent grants “recycled” into the income line.

This is the second year when our end of year reserves have not been in line with our policy (last year they were significantly above). The board of trustees is now considering whether the policy is fit for purpose, given our unusually variable income profile, and whether there are more appropriate ways to quantify that the Trust has appropriate levels of reserves.

We are deeply grateful to Anna Lancefield who examined our accounts.

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 directly to the institution where the applicant wishes to study by bank transfer on production of an invoice. The only times we pay the applicant directly are for the Rose Grant Special Award 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 asked to confirm that they have received the award and we also encourage them to let us know how they have progressed.

We are aware that in some cases our awards are not used. As mentioned above, 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.

P A T R O N S, T R U S T E E S A N D V O L U N T E E R S

Trustees: Sue Colquhoun (Vice Chair), Natasha Hayman, Steve Hewitt (Chair), Caroline Hogarth, Stephanie Jones (Treasurer), Sham Kyriakakis (joined January 23) Naima Mohamed, Judith Nicholson, Hanna Ostling, Gomathi Panchapagesan, Sally Staples (Secretary), Mary Simpson, Jenny Wainman, Frances Weinreich, Jane Wilson.

President: Sheila Rosenberg, OBE

Patrons: we are most grateful to our supportive patrons, Rukhsana Ahmad, 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.

Special thanks to Rukhsana Ahmad for joining us at our literary event.

Volunteers help us in many ways. Special thanks to Leonard Weinreich for designing Trust communications. And to John Cooper, who has continued to work to improve our online application system which has been running since July 2019 and has made a huge difference to the smooth running of the application process.

I M P A C T A S S E S S M E N T

“The help offered me was ground breaking. I would like to see other people be helped achieve their dreams”.

(a beneficiary from Uganda, awarded a £1,000 grant for an Access to Nursing course. She then progressed to university and is now working as a nurse.)

I needed to apply and complete a level 3 Electrical Installation course which is what employers ask for. But I couldn't because I was unemployed. So I asked for a grant from RHT and completed the course.Now I’m nearly qualified [I’m getting ECS card] and ready to work”.

(Kurdish refugee awarded a grant for £1,500)

We’re well aware that our awards help beneficiaries change their lives for the better. We ask all successful applicants 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 like the examples above. When applicants re-apply for a further course, achievements on previous courses are checked to see whether they show progress.

Furthermore, we receive letters from college tutors and student advisers recording the value of our awards.

On a pilot basis during 22/23. we’ve started to contact beneficiaries more systematically, a year after their grants were awarded, increasing our insight into how grants have helped. It’s now our standard practice.

Mark (left) from Afghanistan, was offered a Level Three Access to Science HE course, but had no money. As an asylum seeker, he was neither eligible for an advanced learning loan nor allowed to work to earn the fees. Hearing of the Trust, he applied and our grant offer of £1,500 was a game-changer. “It came at the right time and I had a way forward."

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.

C H A I R’ S M E S S A G E

Steve Hewitt Chair of the Ruth Hayman Trust

It was lovely to meet up with supporters in person for the first time since 2019 and the warmth and support in the room for the Trust at our literary event with Ruhksana and Marion was a real fillip after over two years of not being able to meet up. I continue to be very grateful for all of your support.

As one of the trustees on the Grants committee, I know only too well that demands for our grants continue to increase and that inflationary pressures on both applicants and the providers they attend mean the average funding requested is increasing year on year. Those who were struggling to meet basic needs are only struggling more now. I realise these pressures are universal and appreciate how many of you continue to support us, even in these difficult times.

As we can see from the quotes above, your donations make tangible differences to people’s lives. We’re not the largest charity, but the great thing about the Ruth Hayman Trust is seeing, first hand, people who we support thrive and expand their horizons. It remains a challenge to raise funds, we look forward to returning to a more regular schedule of events in 2023 and beyond. I must also thank the other trustees who put in countless hours of work to ensure we’re helping our beneficiaries the best we can, whether that’s making sure their grant is paid to their provider, organising fundraising events or applying to other trusts and foundations for grants. As we head into the fortieth year of the Trust’s existence, I am proud to lead an organisation with such a great legacy.

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees and Unaudited Financial Statements

For the year ended 31 March 2023 Charity number: 287268

Page 1 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

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

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees

For the year ended 31 March 2023

The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 March 2023. 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 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

…………………………………………… S Hewitt (Chair of Trustees) 23/9/2023

Page 3 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Independent Examiners Report to the Trustees

For the year ended 31 March 2023

I report to the Trustees on my examination of the accounts of the charity for the year ended 31 March 2023.

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:

  1. Accounting records were not kept in respect of the Charity as required by section 130 if the 2011 Act; or

  2. The accounts do not accord with those records; or

  3. 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 3 Belle Vue Road, Herne Bay, Kent CT6 6BX

Page 4 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Activities

For the year ended 31 March 2023

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
£
39,640
1,264
40,904
108,780
1,482
110,262
(69,358)
56,322
(13,036)
Restricted
funds
£
27,121
-
27,121
16,793
-
16,793
10,328
6,586
16,914
2023
£
66,761
1,264
68,025
125,573
1,482
127,055
(59,030)
62,908
3,878
2022
£
86,195
479
86,674
71,923
763
72,687
13,987
48,921
62,908

Page 5 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Position

As at 31 March 2023

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
2023
£
3,878
3,878
3,878
3,878
3,878
16,914
(13,036)
3,878
2022
£
62,908
62,908
62,908
62,908
62,908
6,586
56,322
62,908

The financial statements were approved and authorised by the Board of Trustees and signed on its behalf by:

…………………………………………… S Hewitt (Chair of Trustees) 23/9/2023

Page 6 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Notes to the Financial Statements

For the year ended 31 March 2023

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
34,331
27,121
Gift Aid
5,308
-
39,640
27,121
The income from donations is made up as follows:
Regular donors
Other unrestricted donations from individuals
Other restricted donations from individuals
Big Give
Alf Dubs event
Captain Tom Walk
Literary event
Student fundraising
Unrestricted donations from organisations
Restricted donations from organisations
2023
£
61,452
5,308
66,761
7,900
15,944
-
24,233
-
-
1,098
411
10,025
1,790
61,452
2022
£
83,737
2,459
86,195
7,241
47,458
1,500
12,509
1,194
3,636
-
-
2,500
7,699
83,737

Page 7 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

3. Income earned from other activities

Unrestricted funds
Sales at NATECLA events
Fundraising via Amazon Smile
Fundraising via give as you live
Interest
2023
£
922
11
248
84
1,264
2022
£
300
10
169
-
479

4. Expenditure on grants

Unrestricted
funds
£
Grant awards
108,044
Book token awards
776
108,780
The grant awards are made up as follows:
Funds awarded in current year
Funds awarded in prior year and now invalid
Restricted
funds
£
16,793
-
16,793
2023
£
124,797
776
125,573
195,034
(33,812)
125,222
2022
£
70,607
1,316
71,923
118,450
(47,843)
70,607

5. Analysis of support costs

CAF donate fees
CAF account fees
Other administrative costs
2023
£
174
72
1,236
1,482
2022
£
112
96
555
763

Page 8 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

6. Movement in funds

Current year
Unrestricted Funds
General
Restricted funds
Hilden Trust
Good Gifts Catalogue
Jane Shackman
Big Give 2020
Big Give 2021
Big Give 2022
Literary event
Previous year
Unrestricted funds
General
Restricted funds
Hilden Trust
Big Give 2019
Hecht
2.6 Challenge
Ride London
Big GIve 2020
Balance at
01/04/2022
£
56,322
56,322
1,561
4,556
-
-
469
-
-
6,586
36,289
36,289
-
-
-
-
-
12,632
12,632
Incoming
resources
£
40,904
40,904
-
1,790
-
-
-
24,233
1,098
27,121
63,772
63,772
-
7,699
1,500
1,194
12,509
-
22,902
Outgoing
resources

£
110,262
110,262
160
5,575
(350)
(1,000)
100
12,308
-
16,793
43,739
43,739
(1,561)
3,143
1,500
1,194
12,040
12,632
28,948
Balance at
31/03/2023
£
(13,036)
(13,036)
1,401
771
350
1,000
369
11,925
1,098
16,914
56,322
56,322
1,561
4,556
-
-
469
-
6,586

Page 9 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

7. Analysis of net assets between funds

Current year
Unrestricted funds
Restricted funds
Previous year
Unrestricted funds
Restricted funds
Net current assets/
(liabilities)
£
(13,036)
16,914
3,878
56,322
6,586
62,908
Net assets
£
(13,036)
16,914
3,878
56,322
6,586
62,908

Page 10 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Detailed Statement of Financial Activities*

For the year ended 31 March 2023

Income from donations
Donations
Gift Aid
Income from other activities
Events
Fundraising via give as you live and Amazon smile
Interest
Total incoming resources
Expenditure on grants
Grant awards
Book token awards
Expenditure on support costs
Virgin Giving/ CAF Donate fees
CAF account fees
Other administrative costs
Total resources expended
Net income
2023
£
61,452
5,308
66,761
922
259
84
1,264
68,025
(124,797)
(776)
(125,573)
(174)
(72)
(1,236)
(1,482)
(127,055)
(59,030)
2022
£
83,737
2,459
86,195
300
179
-
479
86,674
(70,607)
(1,316)
(71,923)
(112)
(96)
(555)
(763)
(72,687)
13,987

Page 11 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees and Unaudited Financial Statements

For the year ended 31 March 2023 Charity number: 287268

Page 1 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

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

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees

For the year ended 31 March 2023

The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 March 2023. 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 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

…………………………………………… S Hewitt (Chair of Trustees) 23/9/2023

Page 3 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Independent Examiners Report to the Trustees

For the year ended 31 March 2023

I report to the Trustees on my examination of the accounts of the charity for the year ended 31 March 2023.

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:

  1. Accounting records were not kept in respect of the Charity as required by section 130 if the 2011 Act; or

  2. The accounts do not accord with those records; or

  3. 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 3 Belle Vue Road, Herne Bay, Kent CT6 6BX

Page 4 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Activities

For the year ended 31 March 2023

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
£
39,640
1,264
40,904
108,780
1,482
110,262
(69,358)
56,322
(13,036)
Restricted
funds
£
27,121
-
27,121
16,793
-
16,793
10,328
6,586
16,914
2023
£
66,761
1,264
68,025
125,573
1,482
127,055
(59,030)
62,908
3,878
2022
£
86,195
479
86,674
71,923
763
72,687
13,987
48,921
62,908

Page 5 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Position

As at 31 March 2023

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
2023
£
3,878
3,878
3,878
3,878
3,878
16,914
(13,036)
3,878
2022
£
62,908
62,908
62,908
62,908
62,908
6,586
56,322
62,908

The financial statements were approved and authorised by the Board of Trustees and signed on its behalf by:

…………………………………………… S Hewitt (Chair of Trustees) 23/9/2023

Page 6 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Notes to the Financial Statements

For the year ended 31 March 2023

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
34,331
27,121
Gift Aid
5,308
-
39,640
27,121
The income from donations is made up as follows:
Regular donors
Other unrestricted donations from individuals
Other restricted donations from individuals
Big Give
Alf Dubs event
Captain Tom Walk
Literary event
Student fundraising
Unrestricted donations from organisations
Restricted donations from organisations
2023
£
61,452
5,308
66,761
7,900
15,944
-
24,233
-
-
1,098
411
10,025
1,790
61,452
2022
£
83,737
2,459
86,195
7,241
47,458
1,500
12,509
1,194
3,636
-
-
2,500
7,699
83,737

Page 7 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

3. Income earned from other activities

Unrestricted funds
Sales at NATECLA events
Fundraising via Amazon Smile
Fundraising via give as you live
Interest
2023
£
922
11
248
84
1,264
2022
£
300
10
169
-
479

4. Expenditure on grants

Unrestricted
funds
£
Grant awards
108,044
Book token awards
776
108,780
The grant awards are made up as follows:
Funds awarded in current year
Funds awarded in prior year and now invalid
Restricted
funds
£
16,793
-
16,793
2023
£
124,797
776
125,573
195,034
(33,812)
125,222
2022
£
70,607
1,316
71,923
118,450
(47,843)
70,607

5. Analysis of support costs

CAF donate fees
CAF account fees
Other administrative costs
2023
£
174
72
1,236
1,482
2022
£
112
96
555
763

Page 8 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

6. Movement in funds

Current year
Unrestricted Funds
General
Restricted funds
Hilden Trust
Good Gifts Catalogue
Jane Shackman
Big Give 2020
Big Give 2021
Big Give 2022
Literary event
Previous year
Unrestricted funds
General
Restricted funds
Hilden Trust
Big Give 2019
Hecht
2.6 Challenge
Ride London
Big GIve 2020
Balance at
01/04/2022
£
56,322
56,322
1,561
4,556
-
-
469
-
-
6,586
36,289
36,289
-
-
-
-
-
12,632
12,632
Incoming
resources
£
40,904
40,904
-
1,790
-
-
-
24,233
1,098
27,121
63,772
63,772
-
7,699
1,500
1,194
12,509
-
22,902
Outgoing
resources

£
110,262
110,262
160
5,575
(350)
(1,000)
100
12,308
-
16,793
43,739
43,739
(1,561)
3,143
1,500
1,194
12,040
12,632
28,948
Balance at
31/03/2023
£
(13,036)
(13,036)
1,401
771
350
1,000
369
11,925
1,098
16,914
56,322
56,322
1,561
4,556
-
-
469
-
6,586

Page 9 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

7. Analysis of net assets between funds

Current year
Unrestricted funds
Restricted funds
Previous year
Unrestricted funds
Restricted funds
Net current assets/
(liabilities)
£
(13,036)
16,914
3,878
56,322
6,586
62,908
Net assets
£
(13,036)
16,914
3,878
56,322
6,586
62,908

Page 10 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Detailed Statement of Financial Activities*

For the year ended 31 March 2023

Income from donations
Donations
Gift Aid
Income from other activities
Events
Fundraising via give as you live and Amazon smile
Interest
Total incoming resources
Expenditure on grants
Grant awards
Book token awards
Expenditure on support costs
Virgin Giving/ CAF Donate fees
CAF account fees
Other administrative costs
Total resources expended
Net income
2023
£
61,452
5,308
66,761
922
259
84
1,264
68,025
(124,797)
(776)
(125,573)
(174)
(72)
(1,236)
(1,482)
(127,055)
(59,030)
2022
£
83,737
2,459
86,195
300
179
-
479
86,674
(70,607)
(1,316)
(71,923)
(112)
(96)
(555)
(763)
(72,687)
13,987

Page 11 of 11