2024-09-30-accounts

Trustees9 Annual Report for the period

From 1[st] October 2023 Period start date To 30[th] September 2024 Period end date

Charity name: Wharfedale General Hospital Cardiac Club

Charity registration number: 1155721

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The primary objective of the charity is to provide exercise opportunities aimed at preserving, improving and protecting the health and fitness of people who have had a cardiac event or wish to exercise for preventative reasons by offering a regular exercise regime through the provision of exercise classes supervised by professionally qualified instructors.
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	1. Two exercise classes are provided on every Monday and Thursday evening (save for Bank Holidays). 2. Membership of the charity (which allows participation in exercise classes) is open to all members of the public who have experienced cardiac events and/or cardiac surgery or wish to exercise for preventative reasons in order to help protect and improve their health and assist with their rehabilitation and general fitness, providing they are suitable to undertake such exercise, which is normally checked by referral from a health specialist (e.g. their GP) or through referral from a rehabilitation programme such as <Phase 3= Cardiac Rehabilitation. 3. The Charity hosts meetings of a Cardiac Peer Support Group aimed at educating members and others regarding cardiac issues and providing the opportunity to share experience.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees confirm that, in all matters relating to the Wharfedale General Hospital Cardiac Club they have had due regard to the guidance issued by the Charity Commission.

Additional information (optional)

	SORP reference
Policy on grant making	Para 1.38	Not applicable
Policy on social investment including program related investment	Para 1.38	Not Applicable
Contribution made by volunteers	Para 1.38	Serving as Trustees and/or members of the management committee.
Other		Not applicable

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity9s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	1. Continuing to grow attendance and recruiting new members since Covid-19. 2. Continuing to provide four evening exercise sessions under infection control arrangements agreed with the hospital which allows the Charity to use its gym for these sessions. 3. Recruitment of new highly qualified instructor to lead Thursday sessions following retirement of long-serving instructor. 4. Setting up and hosting a cardiac peer support group for the benefit of members and others and to generate new participants to exercise classes.

Additional information (optional)

Achievements against objectives set	Para 1.41	All activities are designed to fulfil the primary objectives of the charity as set out above and these have been met as set out above.
Performance of fundraising activities against objectives set	Para 1.41	The main source of income is the fees which members pay for participating in each exercise class. Reserves are held to cover potential deficits.
Investment performance against objectives	Para 1.41	Not applicable
Other		Not applicable

Financial Review

	Review of the charity9s financial position at the end of the period	Para 1.21	A surplus of £2219 was recorded for the year ended 20thSeptember 2024. However, exercise classes resulted in an operating deficit of £1764, when disregarding grants and donations.
	Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves are held to cover potential deficits.
	Amount of reserves held	Para 1.22	£12969 as at 30thSeptember 2024
	Reasons for holding zero reserves	Para 1.22	Not applicable
	Details of fund materially in deficit	Para 1.24	Not applicable
	Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Not applicable

The charity9s principal sources of funds (including any fundraising)	Para 1.47	Whilst occasional one-off, unsolicited donations are received from members and others, the main source of funds is the payments made by members for participating in exercise sessions.
Investment policy and objectives including any social investment policy adopted	Para 1.46	There is no policy.
A description of the principal risks facing the charity	Para 1.46	1. Medium to long term succession 3 Lack of volunteers to take over from the members who currently manage the club. 2. Attendances at exercise classes falling below the break even figure resulting in continued deficits. 3. 2. The charity uses a gym at a local hospital to conduct exercise classes. This is entirely at the discretion of the hospital management.

Structure, Governance and Management

Description of charity9s trusts:		None
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted?	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Election at the Annual General Meeting with the power to co-opt additional Trustees up to a maximum of twelve. One third of Trustees retire by rotation at each AnnualGeneral Meeting.

Additional information (optional)

	Additional information (optional)	Additional information (optional)	Additional information (optional)
	Policies and procedures adopted for the induction and training oftrustees	Para 1.51
	The charity9s 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 Wharfedale General Hospital Cardiac Club Other name the charity uses Wharfedale Cardiac Club (Note the cardiac peer support group hosted by the charity is known as the Otley and North Leeds Cardiac Support Group.) Registered charity number 1155721 Charity9s principal address c/o Physiotherapy Unit, Wharfedale Hospital Newall Carr Road LS21 2LY Note:The above address is the location of the exercise classes conducted by the charity. It shouldNOTbe used as the postal address. Preferably documents should be scanned and emailed to [e-mail]. If this is not possible then items should be posted to the Chairman c/o 410 Otley Road, Leeds, LS16 8AD	Charity name Wharfedale General Hospital Cardiac Club Other name the charity uses Wharfedale Cardiac Club (Note the cardiac peer support group hosted by the charity is known as the Otley and North Leeds Cardiac Support Group.) Registered charity number 1155721 Charity9s principal address c/o Physiotherapy Unit, Wharfedale Hospital Newall Carr Road LS21 2LY Note:The above address is the location of the exercise classes conducted by the charity. It shouldNOTbe used as the postal address. Preferably documents should be scanned and emailed to [e-mail]. If this is not possible then items should be posted to the Chairman c/o 410 Otley Road, Leeds, LS16 8AD	Charity name Wharfedale General Hospital Cardiac Club Other name the charity uses Wharfedale Cardiac Club (Note the cardiac peer support group hosted by the charity is known as the Otley and North Leeds Cardiac Support Group.) Registered charity number 1155721 Charity9s principal address c/o Physiotherapy Unit, Wharfedale Hospital Newall Carr Road LS21 2LY Note:The above address is the location of the exercise classes conducted by the charity. It shouldNOTbe used as the postal address. Preferably documents should be scanned and emailed to [e-mail]. If this is not possible then items should be posted to the Chairman c/o 410 Otley Road, Leeds, LS16 8AD
	Charity name	Wharfedale General Hospital Cardiac Club
	Other name the charity uses	Wharfedale Cardiac Club (Note the cardiac peer support group hosted by the charity is known as the Otley and North Leeds Cardiac Support Group.)
	Registered charity number	1155721
	Charity9s principal address	c/o Physiotherapy Unit, Wharfedale Hospital Newall Carr Road LS21 2LY Note:The above address is the location of the exercise classes conducted by the charity. It shouldNOTbe used as the postal address. Preferably documents should be scanned and emailed to [e-mail]. If this is not possible then items should be posted to the Chairman c/o 410 Otley Road, Leeds, LS16 8AD

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
David Farrow	Chair/Secretary
Benjamin Jordan	Treasurer
Judith Davies	Trustee
Michael Elam	Trustee

3 Corporate trustees names of the directors at the date the report was approved Director name None ~~ee~~

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year None Funds held as custodian trustees on behalf of others Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity9s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity9s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser None ~~a~~ Name of chief executive or names of senior staff members (Optional information) ~~pt~~ Exemptions from disclosure - Reason for non-disclosure of key personnel details ~~Pd~~ None

Other optional information

Declarations

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

Signed on behalf of the chagity’s trustees

Chair, etc.)

Date | 9 November 2024

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