## Z| CHARITY COMMISSION (334? FOR ENGLAND AND WALES 

## Trustees’ Annual Report for the period 

## From 1* October 2020 Period start date To 30 September 2021 Period end date Charity name: Wharfedale General Hospital Cardiac Club 

## Charity registration number: 

## 1155721 

## Objectives and Activities 

|iii<br>Summary ofthe<br>purposes ofthe charity<br>as setout in its governing<br>document|eee<br>reference<br>Para 1.17 |The primary objective ofthe charity isto provide<br>exercise opportunities aimed at preserving, improving<br>and protecting the health offormer coronary careand<br>heartsurgery patients and otherswishing toexercise<br>for preventative reasons by offering a regularexercise|eee<br>reference<br>Para 1.17 |The primary objective ofthe charity isto provide<br>exercise opportunities aimed at preserving, improving<br>and protecting the health offormer coronary careand<br>heartsurgery patients and otherswishing toexercise<br>for preventative reasons by offering a regularexercise|
|---|---|---|
|||regimethroughthe provision of exercise classes|
|||supervised by<br>professionally<br>qualified instructors.|
|Summaryofthemain<br>activities in relation to<br>those purposes forthe|Para 1.17 | 4. To supportthe primaryobjective ofthe charityas<br>and119 | setoutabove through exerciseclassessupervised by<br>professionally qualified instructors and provided:||
|public benefit, in<br>particular, the activities,<br>projects or services<br>identified in the accounts.||(i) Undernormal circumstances (i.e. non-Covid 19<br>restricted), twoexercise classes are provided<br>on every Monday and Thursday evening (save|
|||forBank Holidays).|
|||(ii) Seefurther information set outbelowas tohow|
|||continued exercise opportunities have been|
|||provided during Covid 19 restrictions in orderto|
|||continue fulfilment ofthe charity's objectives.|
|||2. Membership ofthe charity is open toand forthe|
|||benefit of all members ofthe publicwho have|
|||experienced cardiacevents and/or cardiac surgery|
|||and/orhave risk of cardiac events orwish to exercise|
|||for preventative reasons in orderto help protectand|
|||improve theirhealth and assist with theirrehabilitation|
|||and general fitness, providing they are referred to the|
|||charity by an appropriate health specialist (e.g. their|
|||GP) orprogramme (e.g. Phase 3 Cardiac|
|||Rehabilitation).|
|||3. No fixed charge is made forexercise sessions or|
|||membership, howevermembers areasked tomake a|
|||donation ateach exercise class towards the cost of|
|||runningthe classes and the charity recommends a set|
|||level ofdonation, which is reviewed annually.|
|||Members are not obliged tomake the recommended|
|||donationandmay<br>donateany<br>amountinaccordance|





with their means. Inability to donate does not bar members from exercise. 4. The charity has a clear Equality and Diversity policy and is open to all members of the public, subject to the referral requirements set out in 2. above. Statement confirming Para 1.18 | The Trustees confirm that, in all matters relating to the whether the trustees Wharfedale General Hospital Cardiac Club they have have had regard to the had due regard to the guidance issued by the Charity guidance issued by the Commission on public benefit. Charity Commission on public benefit 

## Additional information (optional) 

You may choose to include further statements where relevant about: CE |. eee eUniaaee including program related investment. Contribution made by Serving as unpaid members of the volunteers Para 1.38 management committee and/or as Trustees only. OI AION NTO Achievements and Performance 

a 1. Continued provision of four evening Summary of the main exercise sessions each week without achievements of the charity, interruption from May 2021 to the end of the identifying the difference the are ae charity's financial year (and beyond) under charity's work has made to ; detailed Covid-safe arrangements and the circumstances of its despite a limited pool of local qualified beneficiaries and any wider instructors... benefits to society as a whole. 2. For the first seven months of the Charity's “year (i.e. October 2020 to April 2021), during which it was not possible to provide gym based exercise classes due to Covid, providing ongoing exercise opportunities to members through: 

(i) Recorded videos of exercise routines led by our professional instructors available to members on YouTube free of charge. (ii) Providing live exercise classes via Zoom led by our professional instructors. These classes were popular with a regular core of members throughout the year. 



## Additional information (optional) 

|Additional information (optional)|Additional information (optional)||
|---|---|---|
|You may<br>choose to include further statements||where relevant about:|
|Achievements against|Para 1.41|All activities are designed to fulfil the primary|
|objectives set||objectives ofthe charity as set out above|
|||and these have been met as set out above.|
|Performance offundraising<br>activities againstobjectives||P#"*'*'|Whilst occasional one offdonations are<br>receivedfrommembersand others, themain|
|set||source offunds isfrom “donations” made by|
|||those attending exercise classes. Whilst|
|||these donations are optional,<br>a setamount is|
|||recommended to enable the charity to break|
|||even.|
|Investment performance||Not applicable|
|againstobjectives|||



## Financial Review 

|Review ofthe charity's|Para 1.21|A small deficitwas budgeted forthe year|
|---|---|---|
|financial position attheend||ending 30th Septemberduetothe impact of|
|ofthe period||Covid.|
|||The charity remains solvent and has|
|||sufficient reserves to continue supporting its|
|||objectives for several<br>years even|
|Statement explaining the||Afurther deficit isexpected in 2021-2022 as|
|policy for holding reserves||a result ofthe effects ofCovid on attendance|
|stating whythey are held||numbers. The Charity has sufficient|
|||reserves to withstand this even not allowing|
|||foroccasional on-offdonations made by|
|||members and others. Generally reserves|
|||are held forthis<br>type ofeventuality.|
|reserves|||
|deficit|||
|Explanation ofany||Not applicable|
|uncertainties about the|||
|charity continuing as a going|||
|concern|||



## Additional information (optional) 

|Additional information (optional)|Additional information (optional)||
|---|---|---|
|You may<br>choose to include further statements||where relevant about:|
|The charity's principal<br>sources offunds (including|—<br>;|Whilstoccasional one offdonations are<br>received from members and others, the main|
|any fundraising)||source offunds is from “donations” made by|
|||those attending exercise classes. Whilst|
|||these donations are optional, a setamount is|
|||recommended to enable the charity<br>to break|
|Investment policy and||There is no policy|
|social investment policy|||
|adopted|||
|||Under normal circumstances (i.e. not|
|Adescription ofthe principal|| Para 1.46|affected by Covid 19 restrictions) the charity<br>usesagym ata local hospital to conduct its|
|risks facing the charity||exercise classes. This is at the discretion of|
|||thehospitalmanagement.|





## Structure, Governance and Management 

|trusts:|||
|---|---|---|
|Type ofgoverning document||Constitution|
|How isthe charity||cio|
|constituted?|||
|Trustee selection methods|Para 1.25|Election atAnnual General Meeting with|
|including details ofany<br>constitutional provisions e.g.||additional powerofexistingTrustees toco-<br>optadditional Trustees uptoamaximum of|
|election to post orname of<br>any person orbody entitled<br>to appointoneormore||twelve.<br>One third ofTrustees retire by rotation at<br>eachAnnualGeneral Meeting.|
|trustees|||
|Additional information (optional)|||
|You may choose to include further statementswhere relevant about:|||
|Policies and procedures|||
|adopted forthe induction and|||
|training oftrustees|||
|The charity's organisational<br>structure andanywider|Para 1.51||
|network with which the|||
|charity works|||
|Relationship with any related|| Para 1.51||
|parties|||
|Reference and Administrative details|||
|Wharfedale General Hospital Cardiac Club<br>rOthernamethechartyuses<br>|<br>Registered charitynumber [1155721|||
|Charity'sprincipaladdress|c/oPhysiotherapyUnit,WharfedaleHospital||
||Newell Carr Road||
||Otley||
||LS212LY||





Names of the charity trustees who manage the charity 

. Dates acted if not Name of person (or body) entitled i[temtrome fem 2[Benjamin Jordan |Treaswer ——Ssd|[SSSC~‘iESC“‘C;SCSS!!C~*d] 3 | Judith Davies Membership Secretary || 4|JohnHammond | Trstee |ids Corporate trustees — names of the directors at the date the report was approved La al Reig a hsen ni Name of trustees holding title to property belonging to the charity |Trusteename sd «Dates actedifnotforwholeyear | —“‘“:*S*™*™*SC~*™S te e **e** a e,Le ue 

## Funds held as custodian trustees on behalf of others 


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|---|---|---|---|---|---|
|Description|of the|assets|
|held|in|this|capaci|
|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|||Not applicable|
|safe|custody and|
|segregation|of such|assets|
|from|the|charity's|own|assets|

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## Additional information (optional) 

## Names and addresses of advisers (Optional information) 

Typeof Name Address adviser Name of chief executive or names of senior staff members (Optional information) 

Exemptions from disclosure Reason for non-disclosure of= anersonnel details 

## Other iitional information 



Declarations 

The trustees declare that they have approved the trustees’ report above. 

Signed on behalf of the charity’s trustees somurae|(we 

Position (eg Secretary, | Chair Chair, etc) 

Date | >4* November 2021 



## Nitheatedale:Genexat Hbspited Gardiges Glut: Sagiiteves Chaticyeto- 1155221 

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