Trustees' Annual Report for the period
Period start date Period end date 01 January 2023 31 December 2023
From
To
Section A Reference and administration details
HEARTBEAT The Brighouse Heart Support Group
Charity name Other names charity is known by Registered charity number (if any) 1156951
HEARTBEAT
Charity's principal address Brighouse Sports Club
Russell Way Brighouse Postcode HD6 4LX
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) |
|---|---|---|---|---|
| Roger Bailey | Chair | HEARTBEAT AGM | ||
| Mike Banks | Treasurer | HEARTBEAT AGM | ||
| Julie Jessop | Secretary | 1 January 2023 to 21 November 2023 |
HEARTBEAT AGM | |
| Margaret Howard | Vice Chair | HEARTBEAT AGM | ||
| Trevor Trott | Safeguarding | HEARTBEAT AGM | ||
| MaryMitchell | Social Secretary | HEARTBEAT AGM | ||
| Mike Bussey | Web Master/GDPR | HEARTBEAT AGM | ||
| Kenneth Cooper | Walks | HEARTBEAT AGM | ||
| Steve Mallett | Exercise Classes | HEARTBEAT AGM | ||
| TonyTrudgill | Exercise Classes | HEARTBEAT AGM | ||
| Phil Haggis | Exercise Classes | HEARTBEAT AGM | ||
| Pam Lunn | Membership | HEARTBEAT AGM | ||
| Douglas Birkhead | Equipment | HEARTBEAT AGM | ||
| BarryCastle | Contact Point | HEARTBEAT AGM | ||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
TAR
1
FEBRUARY 2024
Names and addresses of advisers (Optional information)
Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, governance and management Description of the charity’s trusts Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Elected by members at AGM or by Trustees during the year as per the Trustee selection methods constitution. (eg. appointed by, elected by) Annually at AGM 1/3 rotation
Section B Structure, governance and management
Description of the charity’s trusts
Additional governance issues (Optional information)
-
The charity has a document (Brighouse Organisation, Policies, Rules and
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You may choose to include Regulations) approved by the Trustees and members at the AGM that
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additional information, where covers the procedures, health and safety, DBS checks, accounting and
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relevant, about: duties of members.
-
• policies and procedures adopted for the induction and The document aims to ensure anybody can takeover a role in the organisation and know what is required.
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training of trustees;
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• the charity’s organisational We have: Safeguarding (DBS), Privacy (GDPR), Equality & Diversity structure and any wider policies, AED Procedure and Insurance policies network with which the charity works;
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• relationship with any related We are a member of the Brighouse & Rastrick Association to help with the distribution of £70,000 donation for local groups.
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parties;
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• trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
TAR
2
FEBRUARY 2024
The objects of the CIO are to preserve and protect the health of people in Calderdale and surrounds who have suffered a cardiac event or are at risk of such an event by providing facilities, support and rehabilitation. Summary of the objects of the charity set out in its governing document
The Trustees have fulfilled their Public Benefit requirements We continued running classes with Covid-19 Guidance. HEARTBEAT provided Exercise / Tai Chi classes, walks / health walks, classes and social events to meet its objectives and for the public benefit. In 2023 we ran: • 250 Exercise Classes • 100 Tai Chi Classes • 22 Social Events Summary of the main • 72 Walks / Health Walks activities undertaken for the public benefit in relation to Two 24/7 AED installed at Park Tennis Club and Cock O’The North. these objects (include within this section the statutory HEARTBEAT worked with the communities in Calderdale to maintain 16 declaration that trustees have public access 24/7 AED’s had regard to the guidance issued by the Charity 3 AED cabinets replaced after leaking, Commission on public benefit) 3 CPR / AED course ran for local groups. Over 70 attendees.
Additional details of objectives and activities (Optional information)
TAR
3
FEBRUARY 2024
With the exception of the qualified trainers for Tai Chi and Exercise classes every activity is manned by volunteers. During 2023 no expenses or any other payments were made to any volunteer.
In addition to the Trustees, 9 unpaid volunteers helped with walks and events
You may choose to include further statements, where relevant, about:
The AGM approves / rejects ongoing investments proposed by the Trustees. In 2023 the major investment was in 2 new rowing machines.
All the Trustees have been through DBS checks and First Aid Training.
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policy on grantmaking;
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policy programme related investment;
We continue to offer grants for groups installing 24/7 public access AEDs.
- contribution made by volunteers.
Section D Achievements and performance
TAR
FEBRUARY 2024
4
Section D Achievements and performance
Summary of the main achievements of the charity during the year
Membership increased from 229 to 241, including 21 who did not renew their Membership in July.
Our 750[th] member joined since our start in 2016 joined during 2023.
Attendances increased after Covid restrictions were lifted. Exercise Class attendance increased by 10.1% Tai Chi Class attendance increased by 18.3% Walks / Health Walks attendance increased by 7.4% Social events attendance increased by 70.9% Overall attendance increased by 17.5%
We fund all of our room hire costs, trainer costs and equipment.
We took part in the Brighouse Charity Gala and our MP Craig Whittaker’s Pensioner Fair.
We have started a free afternoon Chit-Chat Club for members who are isolated. Offering light refreshments, games and chats.
We received a donation from Lloyds Self Service Team, who did the 3 Peaks Challenge, raising £790 for our AED funds
Our Chair is a Trustee for Brighouse Sports Club, our venue.
We have donated items to the Salvation Army and Overgate Hospice shops.
We took part in an MND / Rob Burrow Centre fund raising event on 28 August which raised over £10,000 for their charities.
TAR
FEBRUARY 2024
5
Section D Achievements and performance
TAR
6
FEBRUARY 2024
Section E Financial review
The Charity aims to have reserves equal half of the annual expenditure Brief statement of the and has met this aim in 2023 charity’s policy on reserves
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
88.1% was raised from membership fees, members donations, class fees, social events and raffles.
-
11.9% of our revenue was from grants and donations from local people, groups and charities.
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees
Signature(s)
Michael Banks Full name(s)[Roger Bailey ] Position (e.g., Secretary, Chair, Chair Treasurer etc) Date 14 February 2024
TAR
FEBRUARY 2024
7
| HEARTBEATAOOOUNTS Profit&Los5 ~ Donations_I_Grants MembershipFees Classfees LotteryGame FundRaising Events Trips Trading DefibFunds Other Total Income Expenditure Roomhire Trainers Lottery winnings Stationery Postage FundRalslng Events Trips Equipment MembersExpenses Trading Defib Funds other Total Expenditure Profit /LoS5 |
lOU | 2023 | 202.3 | ||||
| Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sej) £135.38 £20.35 £36.25 £61.71 £33.93 £65.63 £256.16 £14.40 £26.21 £20.00 £10.00 £50.00 £55.00 £580.00 £330.00 £20.00 £5.00 £30.00 £1,329.00 £1,175.00 £1,041.00 £1,227.00 £1,398.00 £1,217.00 £1,485.00 £1,007.00 £1,011.00 £430.00 £245.00 £205.00 £170.00 £175.00 £150.00 £390.00 £90.00 £130.00 £- £- £275.00 £689.00 £421.00 £- £47.00 £- £30.00 £30.00 £45.00 £10.00 £25.00 £119.50 £86.SO £294.00 £660.99 £484.50 £- £385.00 £393.00 £785.00 £388.50 £228.00 £401.40 £35.00 £95.00 £32.95 £23.00 £19,45 £49.25 £71.28 £37.46 £116.13 £56.54 £61.00 £100.00 £- £- £195.00 £109.00 £80.00 £315.00 £15.00 £1,615.00 £- £12.00 £- £3,156.44 £37.05 £- £35.00 £- £ Oct £126.04 £25.00 £1,503.00 £160.00 £685.00 £1,367.80 £520.00 £79.65 £194.00 £20.00 £46.82 £15.00 £1,188.00 £95.00 £145.00 £462.55 £189.30 £88.63 £293.70 £ £ £ £576.00 £189.00 £ £217.00 £n.l0 £27.32 £ £50.00 |
Total | ||||||
| £1,377.49 £1,275.00 £11,806.00 £2,640.00 £3,003.20 £3,187.49 f3,185.20 f486.73 £3,683.00 £894.40 |
f822.88 £1,140.00 £14,157.00 £2,429.00 f2,292.00 £3,802.84 £3,497.30 £662.66 £2,916.70 £3,310.49 |
||||||
| Total Income | £31,538.51 | £2,077.33 £1,915.35 £2,029.70 £6,413.40 £3,333.26 £2,194.59 £3,359.69 £1,883.93 £3,482.71 £4,680.49 f2,524.00 £1,136.42 |
£35,030.87 | ||||
| £2,494.00 £8,302.75 £1.440.00 £344.80 £178.44 £500.60 £3.120.50 £3,041.78 £182.27 £3,215.00 £11.45 £3.376.45 £1.851.41 |
£366.00 £305.00 £144.00 £- £399.14 £234.01 £272.00 £340.00 £237.00 £785.85 £709.80 £785.65 £781.48 £893.12 £865.21 £781.48 £865.21 £781.48 £110.00 £95.00 £90.00 £90.00 £165.00 £129.00 £135.00 £85.00 f140.00 £- £157.00 £28.55 £47.78 £- £155.48 £4.20 £- £92.95 £5.44 £21.76 £16.32 £32.63 £18.00 £21.75 £- £- £ £- £- £296.33 £. £31.33 £- £- £- £266.58 £- £45.00 £40.00 £- £40.00 £184.00 £11.98 £32.00 £805.00 £- £2.00 £722.50 £371.55 £- £1,025.00 £- £328.40 £36.00 £7.00 £17.95 £539.98 £39.00 £47.93 £17.54 £466.35 £17.29 £1.45 £- £- £- £- £- £- £3,405.00 £- £ f- £- £31.43 £- f- £58.31 £- £67.84 £10.79 £239.40 £- £- £- £204.96 £138.00 £- £- £418.95 £133.99 £8.37 fl1.56 £66.86 £3,180.46 £17.71 £63.71 £226.26 £71.40 £340.00 £865.21 £120.00 £ £30.00 £6.85 £5.00 £ £24.05 £ f9.99 £682.80 £766.91 £272.00 £865.21 f120.00 £20.00 £9.00 £44.72 £28.00 £900.00 £62.24 £ £54.98 £428.90 £126.24 £136.00 £418.65 £15.00 £ £ £ £2,035.35 £30.00 £ £ £ f1,239.95 £97.38 |
£3,045.15 f9,398.35 £1,294.00 f5O.5.96 £154.90 £645.81 £3.226.33 £3,415.45 £1,240.78 £3,405.00 £U3.34 £3.352.96 £4,770.85 |
|||||
| Total Expenditure | £28,059.45 | £1,647.68 £1,361.88 £2.706.32 £1,429.30 £4,979.94 £2,846.01 £5,139.72 £1,962.00 £2,861.60 £2,850.81 f2.931.29 £3,972.33 |
£34,688.88 | ||||
| Profrt_I_(Loss) Profit_I_(Loss)CUm Balance5heet |
Profrt_I_(Loss) | £3,479.06 | £429.65 £553.47 -£676.62 £4,984.10-£1,646.68 -£651.42 -£1,780.03 -£78.07 £621.11 £1,829.68 -£407.29 -£2,835.91 |
£341.99 | |||
£3,479.06 £9,592.67 £10,017.08 £ |
£429.65 £.983.12 £306.50 £5,290.60 £3,643.92 £2,992.50 £1,212.47 £1,134.40 £1,755.51 £10,022.32 £10,575.79 £9,899.17 £14,883.27 £13,231.59 £12,505.17 £10,805.14 £10,727.07fll,348.18 flO,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08£10,017.08 £- £- f - £- f5.00 f80.00 £- f- f £3,585.19 £13,177.86 £10,017.08 f £3,177.90 £12,770.57 £10,017.08 £ £341.99 £9,934.66 £10,017.08 £ |
f341.99 £9,934.66 £10,017.08 £ |
|||||
| BankCurrentAccou SavingsAccount(De CashinHand Total Defib Memorandum |
BankCurrentAccou SavingsAccount(De CashinHand |
||||||
| Total | £19,609.75 | £20,039.40 £20.592.87 £19,916.25 £24,900.35 £23,253.67 £22.602.25 £20,822.22 £20,744.15 £21,365.26 £23,194.94 £22,787.65 £19,951.74 |
£19,951.74 | ||||
| £1,015.93 | £876.53 £876.53 £876.53 £1,071.53 £975.57 £917.57 £1,U2.57 £1,247.57 £2,443.62 £1,954.82 £1.819.62 £579.67 |
£579.67 | |||||
| Members Attt:ndeoes:e)(erc.i5e,Tai ChI&wall<s AtI~deesallevent< |
|||||||
| Attt:ndeoes:e)(erc.i5e,Tai ChI&wall<s |
5,050 | 658 491 482 599 568 458 618 405 365 526 423 218 |
5.811 | ||||
| AtI~deesallevent< | 5,576 | 668 499 491 605 574 491 823 810 432 553 446 363 |
6,755 | ||||
| SIGNED~~~F~~ HEARTBEAT "f-t tl~ Date _of-_2~ I |
|||||||
| HEARTBEATAOOOUNTS Profit&Los5 ~ Donations_I_Grants MembershipFees Classfees LotteryGame FundRaising Events Trips Trading DefibFunds Other Total Income Expenditure Roomhire Trainers Lottery winnings Stationery Postage FundRalslng Events Trips Equipment MembersExpenses Trading Defib Funds other Total Expenditure Profit /LoS5 |
lOU | 2023 | 202.3 | ||||
| Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sej) £135.38 £20.35 £36.25 £61.71 £33.93 £65.63 £256.16 £14.40 £26.21 £20.00 £10.00 £50.00 £55.00 £580.00 £330.00 £20.00 £5.00 £30.00 £1,329.00 £1,175.00 £1,041.00 £1,227.00 £1,398.00 £1,217.00 £1,485.00 £1,007.00 £1,011.00 £430.00 £245.00 £205.00 £170.00 £175.00 £150.00 £390.00 £90.00 £130.00 £- £- £275.00 £689.00 £421.00 £- £47.00 £- £30.00 £30.00 £45.00 £10.00 £25.00 £119.50 £86.SO £294.00 £660.99 £484.50 £- £385.00 £393.00 £785.00 £388.50 £228.00 £401.40 £35.00 £95.00 £32.95 £23.00 £19,45 £49.25 £71.28 £37.46 £116.13 £56.54 £61.00 £100.00 £- £- £195.00 £109.00 £80.00 £315.00 £15.00 £1,615.00 £- £12.00 £- £3,156.44 £37.05 £- £35.00 £- £ Oct £126.04 £25.00 £1,503.00 £160.00 £685.00 £1,367.80 £520.00 £79.65 £194.00 £20.00 £46.82 £15.00 £1,188.00 £95.00 £145.00 £462.55 £189.30 £88.63 £293.70 £ £ £ £576.00 £189.00 £ £217.00 £n.l0 £27.32 £ £50.00 |
Total | ||||||
| £1,377.49 £1,275.00 £11,806.00 £2,640.00 £3,003.20 £3,187.49 f3,185.20 f486.73 £3,683.00 £894.40 |
f822.88 £1,140.00 £14,157.00 £2,429.00 f2,292.00 £3,802.84 £3,497.30 £662.66 £2,916.70 £3,310.49 |
||||||
| Total Income | £31,538.51 | £2,077.33 £1,915.35 £2,029.70 £6,413.40 £3,333.26 £2,194.59 £3,359.69 £1,883.93 £3,482.71 £4,680.49 f2,524.00 £1,136.42 |
£35,030.87 | ||||
| £2,494.00 £8,302.75 £1.440.00 £344.80 £178.44 £500.60 £3.120.50 £3,041.78 £182.27 £3,215.00 £11.45 £3.376.45 £1.851.41 |
£366.00 £305.00 £144.00 £- £399.14 £234.01 £272.00 £340.00 £237.00 £785.85 £709.80 £785.65 £781.48 £893.12 £865.21 £781.48 £865.21 £781.48 £110.00 £95.00 £90.00 £90.00 £165.00 £129.00 £135.00 £85.00 f140.00 £- £157.00 £28.55 £47.78 £- £155.48 £4.20 £- £92.95 £5.44 £21.76 £16.32 £32.63 £18.00 £21.75 £- £- £ £- £- £296.33 £. £31.33 £- £- £- £266.58 £- £45.00 £40.00 £- £40.00 £184.00 £11.98 £32.00 £805.00 £- £2.00 £722.50 £371.55 £- £1,025.00 £- £328.40 £36.00 £7.00 £17.95 £539.98 £39.00 £47.93 £17.54 £466.35 £17.29 £1.45 £- £- £- £- £- £- £3,405.00 £- £ f- £- £31.43 £- f- £58.31 £- £67.84 £10.79 £239.40 £- £- £- £204.96 £138.00 £- £- £418.95 £133.99 £8.37 fl1.56 £66.86 £3,180.46 £17.71 £63.71 £226.26 £71.40 £340.00 £865.21 £120.00 £ £30.00 £6.85 £5.00 £ £24.05 £ f9.99 £682.80 £766.91 £272.00 £865.21 f120.00 £20.00 £9.00 £44.72 £28.00 £900.00 £62.24 £ £54.98 £428.90 £126.24 £136.00 £418.65 £15.00 £ £ £ £2,035.35 £30.00 £ £ £ f1,239.95 £97.38 |
£3,045.15 f9,398.35 £1,294.00 f5O.5.96 £154.90 £645.81 £3.226.33 £3,415.45 £1,240.78 £3,405.00 £U3.34 £3.352.96 £4,770.85 |
|||||
| Total Expenditure | £28,059.45 | £1,647.68 £1,361.88 £2.706.32 £1,429.30 £4,979.94 £2,846.01 £5,139.72 £1,962.00 £2,861.60 £2,850.81 f2.931.29 £3,972.33 |
£34,688.88 | ||||
| Profrt_I_(Loss) Profit_I_(Loss)CUm Balance5heet |
Profrt_I_(Loss) | £3,479.06 | £429.65 £553.47 -£676.62 £4,984.10-£1,646.68 -£651.42 -£1,780.03 -£78.07 £621.11 £1,829.68 -£407.29 -£2,835.91 |
£341.99 | |||
£3,479.06 £9,592.67 £10,017.08 £ |
£429.65 £.983.12 £306.50 £5,290.60 £3,643.92 £2,992.50 £1,212.47 £1,134.40 £1,755.51 £10,022.32 £10,575.79 £9,899.17 £14,883.27 £13,231.59 £12,505.17 £10,805.14 £10,727.07fll,348.18 flO,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08 £10,017.08£10,017.08 £- £- f - £- f5.00 f80.00 £- f- f £3,585.19 £13,177.86 £10,017.08 f £3,177.90 £12,770.57 £10,017.08 £ £341.99 £9,934.66 £10,017.08 £ |
f341.99 £9,934.66 £10,017.08 £ |
|||||
| BankCurrentAccou SavingsAccount(De CashinHand Total Defib Memorandum |
BankCurrentAccou SavingsAccount(De CashinHand |
||||||
| Total | £19,609.75 | £20,039.40 £20.592.87 £19,916.25 £24,900.35 £23,253.67 £22.602.25 £20,822.22 £20,744.15 £21,365.26 £23,194.94 £22,787.65 £19,951.74 |
£19,951.74 | ||||
| £1,015.93 | £876.53 £876.53 £876.53 £1,071.53 £975.57 £917.57 £1,U2.57 £1,247.57 £2,443.62 £1,954.82 £1.819.62 £579.67 |
£579.67 | |||||
| Members Attt:ndeoes:e)(erc.i5e,Tai ChI&wall<s AtI~deesallevent< |
|||||||
| Attt:ndeoes:e)(erc.i5e,Tai ChI&wall<s |
5,050 | 658 491 482 599 568 458 618 405 365 526 423 218 |
5.811 | ||||
| AtI~deesallevent< | 5,576 | 668 499 491 605 574 491 823 810 432 553 446 363 |
6,755 | ||||
| SIGNED~~~F~~ HEARTBEAT "f-t tl~ Date _of-_2~ I |
|||||||