2023-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2022 Period start date To Period end date

Charity name: York Coronary Support Group Trust

Charity registration number: 1011149

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The aims of the Group shall be to help cardiac patients by mutual support and the provision of facilities for them and their partners.
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	The provision of rehabilitation exercise classes following on from the classes operated by York District Hospital.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	All Trustees have regarded the guidance issued by the Charity Commission on public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

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

Achievements and Performance

----- Start of picture text -----
SORP reference
Providing a much needed and appreciate
follow on support network for members,
and their families, with heart related issues.
Summary of the main
Para 1.20
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.
----- End of picture text -----

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
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves are held to ensure to continuation of classes.
Amount of reserves held	Para 1.22	£40,000
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

Additional information (optional)

Additional information (optional)	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	Bequests, membership fees and fundraising.
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	Loss of income to cover the cost of classes – experienced during Covid.
Other

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	As a Trust
Trustee selection methods including details of any	Para 1.25

constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees

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	York Coronary Support Group Trust
Other name the charity uses	n/a
Registered charity number	1011149
Charity’s principal address	16 Church Close, Tollerton York YO61 1QS

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)
	Jennifer Cookson	Treasurer	20thJuly2018 to date
	Desmond Mahon	Vice Chair	16thNovember 2017 to date
	AnthonyFletcher		30thJune 2014 to date
	Nicholas Longster		20thOctober 2022 to date

– 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)

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
	Jennifer Cookson	Desmond Mahon
	Treasurer	Vice Chair

(HARITY (OMMISSION FOR ENGLAND WALES York Coronary Support Group Trust 1011149 Annual accounts for the To P￿d startd81e 1st Aprfl 2022 dale 31st March 2023 Section A Statement of financial activities RecommÈnded ￿tegories by actlvity Prior year nd5 funds fundts Tolal lund8 Incomlng resourc8s {Note 3) Inc¢)rno and ondowm•nts from: Donaliorts F01 F02 F03 F04 F05 S01 72,401 19.609 2.083 72,401 19,609 2,083 4,068 14.985 931 Ch£rhAbkn aCtsvits95 Total Resources eXP￿ded (Note 6) ExpondOtur• on: SD7 94,093 19,984 475 37,103 475 37.103 125 27,199 $10 other 300 37,878 300 37,878 Total 512 27,324 Net incom8llex5)endiiure) lthre inve51m& gainslllossesl S13 56.215 56,215 7,340 Net gaingllk)ss8¥l QD investments S14 Net incomellexpgndtture) Extraordinary iterns Transfers betW8en funds Other Ygcognised gaiDsllloss•sl: sis 56,2t5 56,215 7.340 S16 S17 tsa￿93nd on rev4￿ Olf￿$￿ assei&frxthethriW#thTh LU St8 0￿9rgai￿11k>S8e5I S19 250 250 Net movement in fun(ts ,465 7,340 Recon¢lllatlon of funds." Totsiiunds brought&)￿% S21 21.132 77.597 21.132 77,597 28,472 21,132 Total fiinds Can1￿ ftinvanl

Section B Balance sheet Unr•8tr1Ct￿ incomo Endowment Totsl this fund# funds funds Tolal last Fixed assets Intsngible assets Tangible assets Heritage assets Investments F01 1.136 F02 F03 F04 1.136 F05 1,393 (Note 151 (Note 141 {Nots 16} {Note 171 Total fixed assets 1.136 1,136 1.393 Current assets Stocks (Note 18) Debtors (Note 19) Investments (Nots 17.4) Cash at bank al￿ in hand {Note 241 Total cuffent assets B10 ,761 76.761 76, 76.761 19,739 19,739 Creditors: amounts falling du• within one year (Note 20) 300 Net cuffent assets/{lia￿"IItsOsj 812 76,461 76,461 19,739 Total ass¢ts less cunpnt liabili¢ies 813 21,132 Creditors: amounts falling due after one year tal funds v21 77.597 77.597 21,132 Signed by one or trustees on tehaff of all the trustees Date of approval ddlm Signature Print Name JENNIFER COOKSON DES MAHON LIL• Zit CC17a (EX￿1) 0510512024

Treasurer’s Report April 2022/23

You have a much happier Treasurer this year than last – we have recently received an incredibly generous bequest of £70,000 which has without doubt saved this Trust from extinction. I really do kid you not – without this bequest we would have closed our operation totally on 31[st] March 2023.

Although we have yet to achieve pre-Covid levels of attendance we continue to run exercise classes at York Stadium, Poppleton Community Centre and York St John and our aqua aerobics classes at Roko.

The small increase in fees has ensured that, whilst most of the exercise classes do not cover all costs, we are not supporting classes to the crippling level we were during 2021/22. This is to be followed an already agreed increase in September 2023 which will further ensure the continuation of our classes.

We held two events at St Crux during 2022 which raised £1608.36 towards our funds. Unfortunately the burden of running these event falls on an ever decreasing group of members – anybody who is able to help with baking and on the day is always welcomed with open arms.

It is the Treasurer’s recommendation to the Committee that we amend the total budget for this coming year with some adjustment to the sections to that of £13,930 Budgets for 2023/2024 have provisionally been set as follows

Exercise Programmes Support Administration Newsletter/publications Affiliation Fees Exercise Equipment YDH Cardiac Rehabilitation Social Events Storage Total	£ 8000 £ 200 £ 2600 £ 50 £ 250 £ 1500 £ 250 £ 1080 £13930

We have also to ring fence £10,170 to cover activities - keep fit classes and wages, swimming classes and wages, monthly meeting hall hire and speaker fees. This covers the group for a three month period should the unexpected happen and we have no income – a situation which unfortunately we now have experience of!

The monies in the bank accounts and in hand at 31[st] March 2023 amount to £76,761.22 compared to a total of £19,735.85 at 31[st] March 2022 – which if you remove the £70,000 bequest indicates the level of support given to our exercise classes in the financial year.

The committee continues to state that one of the main purposes of the Trust is the help in rehabilitation and maintenance of good health in persons with heart related conditions. On these grounds monetary support will continue to maintain the Keep Fit classes at York Stadium, Poppleton Community Centre, York St John and the aqua aerobics at Roko Health Club with necessary training and certification courses for their leaders.

Jenny Cookson Treasurer York Coronary Support Group Trust June 2023