Heartbeat UK Registered Charity Number 1124786 Year Ended 31 July 2022
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Heartbeat UK
Charity Name and Number
Heartbeat UK: registered charity number 1124786
Correspondence Address
19 Pembury Avenue, Coventry, CV6 6JT
Trustees
Mrs Glenys Bloor Miss Marie Pepper Mr Karl Marshall Mr Robert Calvert Ms Claire Hennerley
Professional Advisors
Legal Advisors:
Robinsons Solicitors, 10-11 St James Court, Friar Gate, Derby, DE1 1BT
Bankers: TSB, Jubilee Coventry.
Independent Examiner:
Rachel Robins, R&S Accounts Ltd, 9 Emberton Way, Amington Fields, Tamworth, Staffs, B77 3QQ
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Trustees Annual Report for the year ended 31st July 2022.
History, objectives and activities of the charity
The charity was formed on 2 July 2008. The charity aims to raise the funds to provide a minimum of one defibrillator per month to the general public. Heartbeat UK works alongside the ambulance service who help to identify places of need. This includes hotspots where Heartbeat UK helps to provide training in the use of the defibrillators. The defibrillators are then placed in what is known as the PAD system (Public Access Defibrillators). The ambulance service registers the location of these defibrillators so that when the need arises, anyone can be directed via a 999 call to the nearest accessible defibrillator site. The defibrillators that Heartbeat UK supplies are fully automated and audibly inform the user how to operate the defibrillator. The defibrillator will then take control of defibrillation by analyzing the patient.
The charity aims to promote and protect the physical and mental health of sufferers of cardiac diseases and cardiac related illnesses in the United Kingdom through the provision of guidance, support, education and practical advice.
The charity aims to relieve sickness and to preserve the health of patients suffering from cardiac diseases and cardiac related illnesses by providing or assisting in the provision of facilities, equipment and services.
The charity aims to advance the education of the general public in all areas relating to cardiac diseases and cardiac related illnesses.
The charity operates throughout England and Wales but currently the majority of its activity has centred around the Midlands area.
Management and governance arrangements
The charity currently has five trustees but the constitution allows for flexibility in potentially increasing or decreasing this number depending on the activity of the charity. Were there a requirement for new trustees, these would be identified and appointed by the remaining trustees.
The chair of trustees is responsible for the induction of any new trustee which involves awareness of a trustee’s responsibilities, the constitution, administrative procedures, the history and philosophical approach of the charity. A new trustee would receive copies of the previous year’s annual report and accounts and a copy of the Charity Commission leaflet ‘The Essential Trustee: What You Need to Know’.
The trustees annually review the risks that the charity faces. To date these have mainly related to ensuring that all volunteers act within the charity’s framework.
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Procedures and policy for the provision of new defibrillators and associated training
The trustees normally meet quarterly to consider any applications they have received for the provision of defibrillators and to review any usage of existing defibrillators. Nominations for defibrillators are elicited mainly by formal means. The charity is currently advised by the First Responder as to where the hot spots are and by the West Midlands Ambulance Service. In addition, a personal approach has also been taken with some of the major supermarkets in providing defibrillators that trained First Responders use.
The trustees usually ask invited organisations to submit a formal application saying how the equipment would be used and who is trained to use it. Assessments are made of the number of people in the general population passing through such a venue and the likelihood that the equipment would be needed.
The charity had one part time paid worker during this year who worked as a fundraising manager on a self-employed basis.
Achievements and performance of the charity
During the twelve months to 31 July 2022 Heartbeat UK has had a big increase in income and has also increased more than proportionally spending on defibrillators (AED’s) and related equipment supplied to various communities.
Of the charity’s expenditure during this year, 48.9% of total expenditure was directly spent on purchasing cardiac equipment that was made available to the general public visiting certain venues (up from 26.6% in the previous year). The remaining expenditure included the daily running costs of the charity including travel costs to send volunteers to public events and arrange training in the use of defibrillators for resuscitating, domain cost, insurance, accounts fees and paying a part-time self-employed fund-raising manager. This year, the bank balance has increased as more money has accumulated and is ready to be spent on cardiac equipment.
The trustees note that the charity has funded £13,446 in this thirteenth year for defibrillators and related equipment. This figure is significantly up on the previous year because Covid restrictions were relaxed which expanded the charities lines of work. The charity also accepted that because of Covid, there was a big move away from cash and therefore started receiving income by card in the year to 31 July 2022. This has helped to expand the overall income of the charity and card income over cash income is expected to become more and more dominant in the future. There have also been various community projects that have done their own fundraising and then transferred the money to Heartbeat who have been able to supply that community project with a defibrillator.
The charity still receives updates from time to time that their defibrillators have been used and have saved lives which is most encouraging.
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As in previous years, most of the charity’s volunteers are over retirement age but the charity has still successfully fundraised and the charity has delivered lifesaving support for the community. This year, there has been a move towards putting the cabinets and defibrillators, where identified as urgently needed based on ambulance response times and particularly looking at locations where ambulances have difficulty in getting to a location within a timeframe. By placing these defibrillators in communities like this, it gives local people a far higher chance of being resuscitated if it is ever required. The charity is pleased with its achievements in the last year and the intention is to continue the work along similar lines.
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Financial review and reserves
The trustees have set a policy that all donations received should be spent on cardiac equipment or cardiac support and administration costs and normally has relatively low reserves other than enough to cover daily running costs of the charity. The trustees have increased the previous year’s surplus of £3,438 in the July 2021 accounts to a greater surplus of £8,018 in the July 2022 year end by saving more in the company ready to buy cardiac equipment in bulk at a better price.
Future plans
The trustees are committed to continue providing defibrillators, training and support in the coming year.
The charity continues to seek to gain further recognition within the communities that they operate in.
Statement of trustees' responsibilities
Charity law requires the trustees to prepare financial statements for each financial year which show a true and fair view of the state of affairs of the charity and its financial activities for that period. In preparing those financial statements, the trustees are required to:
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select suitable accounting policies and then apply them consistently;
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make judgements and estimates that are reasonable and prudent;
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state whether applicable accounting standards and statements of recommended practice have been followed, subject to any departures disclosed and explained in the financial statements; and
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prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operational existence.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Independent Examiner
The trustees intend to ask the existing accountants to undertake the independent examination of the charity in the following year.
Signed on behalf of the trustees
Lord Robert Calvert. 22nd September 2022.
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Independent examiner’s Report to the Trustees of Heartbeat UK.
I report on the accounts of the charity for the year ended 31 July 2022, which are set out on pages 8 to 12.
Respective responsibilities of trustees and examiner
The charity’s trustees consider that an audit is not required for this year (under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts (under section 145 of the Act);
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to follow the procedures laid down in the General Directions given by the Charity
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Commission (under section145(5)(b) of the Act); and
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to state whether particular matters have come to my attention.
Basis of the independent examiner’s report
My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.
Independent examiner’s statement
In the course of my examination, no matter has come to my attention:
(1) which gives me reasonable cause to believe that in, any material respect, the requirement:
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to keep proper accounting in accordance with section 130 of the Charities Act
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Rachel Robins BSc (hons) MAAT R&S Accounts Ltd 9 Emberton Way Amington Fields Tamworth Staffs B77 3QQ
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Heartbeat UK Statement of financial activities for the year ended 31 July 2022
| Notes Incoming resources Incoming resources from generated funds Voluntary income: donations 5 Total incoming resources Resources expended Charitable activities Purchase of cardiac equipment Sub Total Costs of generating funds Travel and subsistence Self-employed fundraiser 3 Telephone, internet, office running costs Insurance Accountancy fees Bank charges Depreciation of …office equipment Total administration costs Total resources expended Net movement in funds Surplus / (Deficit) from previous year Surplus to carry forward |
Unrestricted Total Funds fund 2022 2022 £'s £'s 32,086 32,086 32,086 32,086 13,446 13,446 13,446 13,446 5,113 5,113 7,252 7,252 402 402 583 583 300 300 287 287 123 123 14,060 14,060 27,506 27,506 4,580 4,580 3,438 3,438 8,018 8,018 |
Total Funds 2021 £'s 4,746 |
|---|---|---|
| 4,746 | ||
| 1,857 | ||
| 1,857 575 3,499 57 461 300 71 164 5,127 |
||
| 6,984 | ||
| (2,238) 5,676 |
||
| 3,438 |
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| Heartbeat UK balance sheet as at 31 July 2022 2022 Notes £'s £'s Fixed assets Tangible assets 6 368 Current assets Cash at bank 8,135 Debtors - Creditors: amounts falling due within one year 7 485 Net current assets 7,650 Net liabilities 8,018 Represented by Unrestricted funds 8,018 Total funds 8,018 |
2021 £'s 491 3,432 - 485 2,947 |
|---|---|
| 3,438 | |
| 3,438 | |
| 3,438 |
The financial statements on pages 8 to 12 were approved by the trustees on 22nd September 2022 and signed on their behalf by:
Lord Robert Calvert Date: 22nd September 2022
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Notes to the accounts
1. Accounting policies
In preparing the accounts the following accounting policies have been complied with:
a) The accounts have been prepared on the historic cost convention. The accounts are in accordance with applicable accounting standards and the Charities SORP 2005 (Statement of Recommended Practice: Accounting and Reporting by Charities).
b) Expenditure is included in the accounts on an accruals basis. VAT is irrecoverable and so is charged to the SOFA as accrued.
c) All assets costing more than £100 are capitalised. Depreciation on office equipment is charged on a reducing balance basis of 25% per year.
2. Taxation
This is a registered charity and accordingly is exempt from taxation on its income.
3. Analysis of worker
| 3. Analysis of worker | ||
|---|---|---|
| costs | ||
| 2022 | 2021 | |
| £ | £ | |
| Wages | 7,252 | 3,499 |
The average number of full time equivalent employees for the year was less than one. He worked as a professional freelance fundraiser and co-ordinator for the charity.
4. Related party transactions
None of the trustees were paid any remuneration by the charity during the year. Some expenses are reimbursed to trustees: these include telephone calls on home phones for charity business, postage and mileage done in their private car to collect volunteers and visit sites on charity business.
5. Voluntary donations
| 5. Voluntary donations | ||
|---|---|---|
| 2022 | 2021 | |
| £ | £ | |
| Voluntary donations | 32,086 | 4,746 |
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6. Tangible fixed assets
| Cost At 1 August 2021 At 31 July 2022 Depreciation At 1 August 2021 Charge for Year At 31 July 2022 Net Book Value At 31 July 2022 At 31 July 2021 |
Office Equipment £ 5,526 |
|---|---|
| 5,526 | |
| 5,035 123 |
|
| 5,158 | |
| 368 | |
| 491 |
7. Analysis of creditors
| Owed to trustees Accounts fees |
2022 2021 £ £ 185 185 300 300 485 485 |
|---|---|
8. Prior year comparison
Charity donations have increased from £4,746 in the previous year to £32,086 in this fourteenth year.
The paid work by the fundraising manager has increased significantly this year which has happened because of a relaxation in the Covid restrictions which has enabled to charity to actively fundraise and meet people again.
The charity has increased the surplus of £3,438 to £8,018 in the year to 31[st] July 2022. This is mainly because the charity has had significantly more income come in and is now saving a bit more to be able to buy defibrillators in bulk at a better price.
Total expenditure has increased from £6,984 in the 31 July 2021 year end to £27,506 in this 31 July 2022 year end. This is because the fundraising manager is paid in proportion to money received and so this cost has increased but is still in the same proportion to previous years. Although travel costs have also increased, this is not surprising when
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the fundraising manager and trustees have had travel restrictions from the earlier year due to Covid lifted in this year. The charity has therefore been taking every opportunity to expand its work and also started taking receipts of money in by card due to the big move away from cash that occurred during the pandemic.
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