Trustees’ Annual Report for the period
From 1[st] April 2024 Period start date To 31[st] March 2025 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
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.
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 Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties 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 | ||
| Nigel Dussoye | 6thJune 2024 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) Nigel Dussoye Full name(s) Jennifer Cookson Position (eg Secretary, Treasurer Trustee Chair, etc)
Date
| YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST |
|---|---|---|---|---|---|---|---|---|
| INCOME and EXPENDITURE ACCOUNT 1st to 31st March 2025 | ||||||||
| Reg. Charity No. 1011149 | ||||||||
| 1st -31st March 2025 | Cumulative from 1st April 2024 | |||||||
| 4 - INCOME | 5 - EXPENDITURE | INCOME | EXPENDITURE | |||||
| Sect. Tots | Sect. Tots | Sect. Tots | Sect. Tots | |||||
| LEGEND | £ | £ | £ | £ | £ | £ | £ | £ |
| BANK | 400.00 | 0.00 | 0.00 | 0.00 | ||||
| Bank Fees | 400.00 | 0.00 | 0.00 | |||||
| Accrued Bank Interest | 302.34 | 0.00 | ||||||
| EXERCISE PROGRAMMES | 2,626.00 | 2,200.40 | 25,768.00 | 0.00 | 34,494.80 | |||
| KeepFit - Mon 9:15 | 436.00 | 360.00 | 4,264.00 | 6,930.00 | ||||
| - Mon 10:15 | 524.00 | 360.00 | 3,400.00 | 5,260.00 | ||||
| - Mon 13.00 | 344.00 | 278.40 | 2,700.00 | 3,242.20 | ||||
| - Mon 6.30 | 508.00 | 0.00 | ||||||
| - Wed 9:45 | 132.00 | 300.00 | 1,648.00 | 4,710.00 | ||||
| - Wed 6.00 | 0.00 | 0.00 | ||||||
| - Fri 9:15 | 372.00 | 4,336.00 | 5,360.00 | |||||
| - Fri 10:15 | 372.00 | 330.00 | 3,780.00 | 3,450.00 | ||||
| -Fri 13.00 | 256.00 | 440.00 | 2,852.00 | 2,740.00 | ||||
| KPFT Float | 0.00 | 19.99 | ||||||
| Swim-Roko | 190.00 | 132.00 | 2,280.00 | 2,260.00 | ||||
| LiabilityInsurance | 0.00 | 478.61 | ||||||
| Equipment Maintenance | 0.00 | 8.00 | ||||||
| Training& Conferences | 0.00 | 36.00 | ||||||
| FUNDRAISING | 0.00 | 0.00 | 0.00 | 2,478.27 | 0.00 | 512.06 | ||
| St Crux | 2,478.27 | 512.06 | ||||||
| Morrisons Tin Shake | 0.00 | 0.00 | ||||||
| ADMINISTRATION | 0.00 | 826.99 | 0.00 | 568.45 | 0.00 | 4,762.32 | ||
| Good Box Charges | 442.29 | 568.45 | 2,942.43 | |||||
| Office Stationery | 22.70 | 0.00 | 324.56 | |||||
| Storage Charges | 32.00 | 0.00 | 865.33 | |||||
| Year End Auditors | 330.00 | 0.00 | 630.00 | |||||
| Y.C.S.G.T.PUBLICATIONS | 155.19 | 0.00 | 0.00 | 0.00 | 956.44 | |||
| Newsletter | 155.19 | 0.00 | 956.44 | |||||
| Y.C.S.G.T. Posters / Leaflets | 0.00 | 0.00 | ||||||
| Y.C.S.G.T. Advertising | 0.00 | 0.00 | ||||||
| MEMBERSHIP | 1,708.00 | 0.00 | 0.00 | 2,541.00 | 0.00 | 0.00 | ||
| Fees | 1,708.00 | 2,541.00 | 0.00 | |||||
| GROUPS & ORGANISATIONS | 0.00 | 0.00 | 0.00 | 0.00 | ||||
| York Council GamingLicence | 0.00 | 0.00 | ||||||
| York. Coun. for Vol. Service | 0.00 | 0.00 | ||||||
| Other Groups Subscriptions | 0.00 | 0.00 | ||||||
| MONTHLY MEETINGS | 0.00 | 0.00 | 0.00 | 28.00 | 0.00 | 785.38 | ||
| Hire of Hall | 0.00 | 391.37 | ||||||
| Speaker's Fee | 0.00 | 210.00 | ||||||
| Raffle | 28.00 | 0.00 | ||||||
| Miscellaneous Income/Expenses | 0.00 | 184.01 | ||||||
| AGM/EXTRAORDINARY MEETINGS | 0.00 | 0.00 | 0.00 | 0.00 | ||||
| Admin. Expenses,Room&Catering | 0.00 | 0.00 | ||||||
| EQUIPMENT | 0.00 | 0.00 | 0.00 | 0.00 | 658.82 | |||
| Items for Y. H. Rehab | 0.00 | 0.00 | ||||||
| Testimonials/Gratuities | 0.00 | 240.00 | ||||||
| Miscellaneous Equipment | 0.00 | 418.82 | ||||||
| Sale of Equipment | 0.00 | 0.00 | ||||||
| CORONARY REHABILITATION | 0.00 | 0.00 | 0.00 | 0.00 | 2,377.11 | |||
| Kardiamobile Equpt | 0.00 | 2,377.11 | ||||||
| YSJ Research Project | 0.00 | 0.00 | ||||||
| SOCIAL ACTIVITIES | 0.00 | 0.00 | 0.00 | 1,635.00 | 0.00 | 1,708.00 | ||
| Social Events - Christmas Lunch | 1,635.00 | 1,708.00 | ||||||
| Social Events - Lunches | 0.00 | 0.00 | ||||||
| Social Events - Christmas Party | 0.00 | 0.00 | ||||||
| DONATIONS UNRESTRICTED | 537.00 | 0.00 | 0.00 | 8,332.55 | 0.00 | 0.00 | ||
| Donations | 537.00 | 8,332.55 | 0.00 | |||||
| DONATIONS RESTRICTED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| Donations | 0.00 | 0.00 | ||||||
| Cardiac Equipment Fund | 0.00 | 0.00 | ||||||
| TOTAL OF ALL ACTIVITIES | 4871.00 | 4,871.00 | 3,182.58 | 3,182.58 | 41,351.27 | 41,351.27 | 46,254.93 | 46,254.93 |
| MONTHLY BALANCE | 1,688.42 | 82,702.54 | -4,903.66 |
01/06/2026
1
YORK CORONARY SUPPORT GROUP TRUST FINANCIAL STATEMENT FOR March 2025
| YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST | YORK CORONARY SUPPORT GROUP TRUST |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL STATEMENT FOR March 2025 | |||||||||||
| Reg. Charity No. 1011149 | |||||||||||
| SUMMARY of RECEIPTS and EXPENDITURE | |||||||||||
| Balance | |||||||||||
| Income | Expenditure | Remaining | BANK etc. | ||||||||
| £ | £ | £ | |||||||||
| From lastyear | 102,076.29 | Deposit Account | 44,756.72 | ||||||||
| April | 3,029.34 | 3,871.29 | 101,234.34 | Current Account | 56,101.12 | ||||||
| May | 3,448.00 | 3,101.91 | 101,580.43 | Petty Cash Total | -2,732.87 | ||||||
| June | 5,214.51 | 3,031.80 | 103,763.14 | ||||||||
| July | 3,049.24 | 2,856.85 | 103,955.53 | ||||||||
| August | 2,086.00 | 3,243.40 | 102,798.13 | ||||||||
| September | 8,316.66 | 7,152.82 | 103,961.97 | ||||||||
| October | 2,802.00 | 3,223.87 | 103,540.10 | TOTAL CREDIT | 98,124.97 | ||||||
| November | 2,942.00 | 3,914.40 | 102,567.70 | ||||||||
| December | 1,687.00 | 4,369.94 | 99,884.76 | ||||||||
| January | 2,478.00 | 4,758.29 | 97,604.47 | Less :- | |||||||
| February | 2,379.86 | 3,547.78 | 96,436.55 | ||||||||
| March | 4,871.00 | 3,182.58 | 98,124.97 | ||||||||
| YTD Totals | 42,303.61 | 46,254.93 | 98,124.97 | ||||||||
| 98,124.97 | |||||||||||
| b) Holding Funds | |||||||||||
| £ | 0.00 | £ | 0.00 | ||||||||
| b)in "HoldingFunds" | 0.00 | ||||||||||
| **d) ** | Liabilities | e) Budgets | |||||||||
| c)Restricted Grants etc. | 0.00 | ||||||||||
| Roko | £ | 700.00 | Exercise Prog. | £ 7,000.00 | |||||||
| KPFT Wages | £ | 6500.00 | Administration | £ 200.00 | |||||||
| New Earswick Hall | £ | 250.00 | Publications | £ 1,700.00 | d)Liabilities | 10190.00 | |||||
| MonthlyMeetingSpeaker | £ | 150.00 | Exercise Equip. | £ 450.00 | |||||||
| GLL/Stadium | £ | 1440.00 | YDH Rehab | £ 1,500.00 | |||||||
| Poppleton | £ | 700.00 | Social Events | £ 250.00 | e)Budget Commitments | 11,100.00 | |||||
| Card readers | £ | 350.00 | |||||||||
| Storage | £ | 100.00 | |||||||||
| Total Liabilities | £ | 10190.00 | 11,100.00 | Total Funds Available | 76,834.97 | ||||||
| Liabilities over three monthperiod | Budgets annually | ||||||||||
01/06/2026
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|---|---|---|---|---|---|---|---|---|
|Charity Name:York Coronary Support Group Trust|[Charity No_[4o11149|
|Annual accounts for the period|To period end date: 31st March 2025|
|Section|B|Balance sheet|
|Restricted|
|Guidance|Unrestricted|income|Endowment|Total this|Total|last|
|note|funds|funds|funds|year|year|
|Fixed|£|£|£|£|£|
|assets|FO1|Fo2|FO3|F04|F05|
|Intangible assets|(Note 15)|B01|a|ee|
|Tangible assets|(Note 14)|B02|2d|ee|ey|
|Heritage assets|(Note 16)|B03|pe|ee|ee|
|Investments|(Note|17)|a|aE|Ce SNe Sew meee|
|Current|assets|
|Stocks|(Note 18)|B06|Ee|Ee|Es Coo|ee|
|Debtors|(Note 19)|B07|pn|ee|
|Investments|(Note 17.4)|Boe|||ef|
|Cash at bank and in hand|(Note 24)|we|LL|88|925|8825|aaa|
|Creditors:|"Stelcurentesssts|=|9|FES|ees|102,087|
|amounts|falling|due|within|
|one year|(Note 20)|B11|450|450|621|
|TotalNet current assets/(liabilities)|B12|97,675|||aa|97,675|101,466|
|assets less current liabilities|B13|a|a|||eae|105,780|
|Creditors:|amounts|falling|due after one|
|year|(Note|20)|B14|
|Provisions for liabilities|B15|pp|
|FundsTotal|netassets orof the|Charityliabilities|B16|100,947 Po|| ees|100,947|||105,780|
|Endowment funds (Note 27)|B17|-|||-||.|
|Restricted income funds (Note 27)|B18|||Sf ||
|RevaluationUnrestricted fundsreserve|“|B|2019|100,947|-|100,947|105,780|
|Fair|value reserve|B21|a|||
|Total funds|B22|100,947 2|||ae|100,947|105,780|
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The company was entitledto exemption from audit under$477 of the Companies Act 2006 relating to smallf companies.
The members have not required the companY to obtain an audit in accordance with section 476 of the Companies Act 2006.
The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to
companiesThese accounts regime have and been in accordanceprepared inwith accordance FRS102 SORP. with the provisions applicable to small companies subject to the small
Signed by one or two trustees/directors on behalf of all the trustees/directors | PintName | OR Tapa
| SAGES SUSIE ez I es
|Senateeesamay
7 Ree ea
CC17a (Excel) a
29/11/2025
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