Trustees’ Annual Report for the period
From 1[st] April 2023 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 and support for the Hospital Rehabilitation Team |
| Amount of reserves held | Para 1.22 | £50,000 |
| 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)
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 as 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 |
|||
| Nigel Dussoye | 6thJune 2024 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 | Nigel Dussoye | |
Treasurer |
Trustee | |
Section B Balance sheet
| Fixed assets Intangible assets (Note 15) Tangible assets (Note 14) Heritage assets (Note 16) Investments (Note 17) Total fixed assets Current assets Stocks (Note 18) Debtors (Note 19) Investments (Note 17.4) Cash at bank and in hand (Note 24) Total current assets Creditors: amounts falling due within one year (Note 20) Net current assets/(liabilities) Total assets less current liabilities Creditors: amounts falling due after one year (Note 20) Provisions for liabilities Total net assets or liabilities Funds of the Charity Endowment funds (Note 27) Restricted income funds (Note 27) Unrestricted funds Revaluation reserve Total funds Signed by one or two trustees on behalf of all the trustees |
Guidance Notes B01 B02 B03 B04 B05 B06 B07 B08 B09 B10 B11 B12 B13 B14 B15 B16 B17 B18 B19 B20 B21 |
Unrestricted funds £ F01 |
Restricted income funds £ F02 |
Endowment funds Total this year £ £ F03 F04 |
Endowment funds Total this year £ £ F03 F04 |
Total last year £ F05 |
|---|---|---|---|---|---|---|
| - | - | - | - | - | ||
| 4,314 | - | - | 4,314 | 1,136 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 4,314 | - | - | 4,314 | 1,136 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 102,087 | - | - | 102,087 | 76,761 | ||
| 102,087 | - | - | 102,087 | 76,761 | ||
| 621 | - | - | 621 | 300 | ||
| 101,466 | - | - | 101,466 | 76,461 | ||
| 105,780 | - | - | 105,780 | 77,597 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 105,780 | - | - | 105,780 | 77,597 | ||
| - | - | - | ||||
| - | - | - | ||||
| 105,780 | - | - | 105,780 | 77,597 | ||
| - | - | |||||
| 105,780 | - | - | 105,780 | 77,597 | ||
| Signature | Print Name | Date of approval dd/mm/yyyy |
||||
| JENNIFER COOKSON | ||||||
| NIGEL DUSSOYE |
CC17a (Excel)
10/03/2025
1
Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees Signature(s) Full namels) Position (eg Secretary. Chair, etc) Je Ifer Cookson Nigel Dussoye Treasurer Trust Date 16 A (ri Prfrt•