Crew Heart Support Group
Registered Charity Number: 1163338 Company No: CE004443 Affiliated to the British Heart Foundation as a Heart Support Group
| Annual Report and Financial | Statements |
|---|---|
| for the Year Ended 28th February 2022 | |
| Contents | Page |
| Trustees report | 2 to 5 |
| Examiners report | 6 |
| Statement of financial activities | 7 |
| Balance sheet | 8 |
| Statement of cash flows | 9 |
| Notes to the accounts | 10 to 13 |
Crew Heart Support Group Trustees report for the year ended 28 February 2022
The Trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the unaudited financial statements of the charity for the year ended 28 February 2022.
REFERENCE AND ADMINISTRATIVE DETAILS Directors and Trustees
The Directors of the charitable company are its Trustees for the purposes of charity law. The following Directors and Trustees served during the year:
E. Birks E. Blackbond - Firth Resigned 09/09/2022 J. Boyle Resigned 09/09/2022 C. Bracegirdle Appointed 01/10/2021 Resigned 09/09/2022 S.L. Chevolleau Resigned 09/09/2022 E. Connolly P. Fordham B. Gregson A. Tudor Resigned 09/09/2022 D. Barton Appointed 01/10/2021 C. Young Appointed 01/10/2021 R. Henley Appointed 19/10/2022 T. Wall Appointed 19/10/2022 W. Nicholls Appointed 19/10/2022
Company No. CE004443 Charity No. 1163338
Registered Office
28 Pavilion View Huddersfield HD3 3WU
Crew Heart Support Group Trustees report (continued) for the year ended 28 February 2022
Cardiac Rehabilitaion through Exercise and Walking HSG Trustees’ annual report: (TAR)
CREW’s core activities are to benefit the community, for all the people who have, or are at risk of some form of cardiovascular disease and is centred on the known recognized structurers of an affiliated ‘Heart Support Group’,
(HSG) within the British Heart Foundations 300+ nationwide independently run groups.
CREW HSG operates for the benefit of members who need to continue with:
Cardiac rehabilitation after hospitalization programmes have finished.
Support in reducing risk factors for future Cardiovascular disease, Diabetes, Hypertension, Strokes etc.
Our activities therefore are the continuation of the medical or health professionals' intervention. They are related to secondary care to ensure that members and their carers have a peer dependent organization. To enable them to continue with a lifestyle that includes regular exercise sessions alongside walking for health, covering all areas of health benefits.
Activities to facilitate the above:
Aerobic exercise classes through structured programmes.
Tai-Chi for health exercise classes
Weekly walking groups for all abilities, with qualified walk leaders.
Our self-guided walking programme.
A “Wellness Hub” which incorporates 5 fully qualified British Association for Cardiac Rehabilitation (BACR) or Cardiac Phase 4 rehab instructors, who are self-employed. We have 4 core centres and 10 village and community group facilities.
Details of our activities
CREW is linked to the NHS Social Prescribers, Staying Well and GP surgeries in Calderdale. This is for all patients who have been advised by the clinician to join structured exercise and walking groups as part of their future wellbeing, mental awareness and health.
Walk Leader training is provided by a professional organisation (SPLAT). The training includes the suitability of Health Walks and the risk assessments required to enable good practise and the safety of all our members.
Professional trainers are brought in by CREW to train our members in first aid with CPR and use of defibrillators, (which we provide at our exercise centres and walks)
Other activities to supplement the above
Social activities for our members, their families, friends and carers include organised weekly and annual members' luncheons.
We provide an in-house regular Newsletter, distributed to all members.
We provide website information, available to all the community with news on our exercise classes, weekly walking programmes and self-guided walks, along with the contact information for our tutors and walk leaders.
We provide leaflets to GP surgeries, libraries, tourist information centres and through local monthly distribution booklets, to advertise CREW.
Crew Heart Support Group Trustees report (continued) for the year ended 28 February 2022
Achievement and 2021/2022 performance:
The Trustees report that we have had a very difficult 12 months, with the COVID pandemic taking its toll on the whole country. Fortunately, due to substantial grants from the National Lottery, Staying Well, Community Foundation for Calderdale and Sports England, we were able to offer Zoom classes, free of charge to our members and the wider community. This did see an initial increase in membership, 10-20 people, when our exercise classes were able to return to ‘face to face’ sessions and our walking groups could once again continue at full strength. Through the year this did rise to between 25-35 new members.
Our team of exercise instructors have had to increase their classes to meet the demands of our members.
Walking groups initially operated in smaller groups, to comply with government guidelines. Fortunately, as time went on, more members returned, and an influx of new members ensured that some walks had increased beyond pre-COVID levels, so as much as 6 new members, attending regularly, with others occasionally.
Working with the NHS Social Prescribers and GP surgeries, we now provide short walks to suit the abilities of their patients.
We provide 4 walks each week throughout Calderdale and beyond, which are supported by 50 to 60 people each week.
Volunteers
| lunteers | |
|---|---|
| Trained Walk Leaders | 10 |
| Trustees | 9 |
| Lotto manager | 1 |
Paid Instructors
All instructors are self-employed and were supported by specific grants funded during the COVID pandemic.
Paid Project Instructor to supervise the ‘Wellness Hub’
Instructor was paid expenses only
Annual report on Income and Expenditure
| 2022 | 2021 | |
|---|---|---|
| £ | £ | |
| Cash/Bank Balance B/Fwd | 19,649 | 7,850 |
| Income | 20,090 | 40,569 |
| Expenditure | 29,816 | 29,081 |
| Cash/Bank Balance C/Fwd | 10,233 | 19,649 |
Public Benefit Statement
In setting our objectives and planning our activities, the Trustees of CREW have paid due regard to the Charities Commission guidance on public benefit.
Crew Heart Support Group Trustees report (continued) for the year ended 28 February 2022
Statement of trustees' responsibilities in relation to the financial statements
The Trustees are responsible for keeping proper accounting records that 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 Companies Act 2006. The Trustees are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.
The above report has been prepared in accordance with the provisions applicable to companies subject to the small companies regime as set out in Part 15 of the Companies Act 2006 and in accordance with the Charities SORP (FRS 102).
Signed on behalf of the Board of Trustees on January 12th 2023
Edwin Birks (Trustee)
Crew Heart Support Group Independent Examiner's Report
Independent examiner's report to the trustees of CREW
I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 28 February 2022, which are set out on pages 7 to 13.
Responsibilities and basis of report
As the charity's trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').
Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or
-
the accounts do not accord with those records; or
-
the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or
-
the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK (FRS 102)].
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed Simon Bottomley ACMA CGMA 13 January 2023
1 Longfield Stainland Road Holywell Green Halifax HX4 9AE
Crew Heart Support Group Statement of Financial Activities
(including summary income and expenditure account) for the year ended 28 February 2022
| 2022 Funds Notes £ Income from: Grants and donations 2 934 Other fundraising activities 3 2,826 Total Income 3,760 Expenditure on: Charitable activies 4 12,572 Other 5 1,841 Total Expenditure 14,413 Net Income (10,653) Transfer between Funds 0 Net movement in funds (10,653) Fund balances brought forward 20,583 Fund balances carried forward 9,930 Unrestricted |
2022 Restricted Funds £ 16,330 0 16,330 15,403 0 15,403 927 0 927 0 927 |
2022 Total Funds £ 17,264 2,826 20,090 27,975 1,841 29,816 (9,726) 0 (9,726) 20,583 10,857 |
2021 Total Funds £ Restated 38,552 2,017 |
|---|---|---|---|
| 40,569 | |||
| 24,768 4,313 |
|||
| 29,081 | |||
| 11,488 0 |
|||
| 11,488 9,095 |
|||
| 20,583 |
Crew Heart Support Group Balance Sheet as at 28 February 2022
| Crew Heart Support Group Balance Sheet as at 28 February 2022 |
||
|---|---|---|
| Notes Fixed Assets Tangible assets 8 Current Assets Cash at bank and in hand 9 Creditors:Amounts falling due within one year 10 Net current assets Net assets Funds Restricted funds Unrestricted funds Total funds |
2022 £ 624 624 10,233 10,233 0 10,233 10,857 927 9,930 10,857 |
2021 £ 935 |
| 935 19,649 |
||
| 19,649 (1) |
||
| 19,648 | ||
| 20,583 | ||
| 0 20,583 |
||
| 20,583 |
For the year ending 28th February 2022 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with Section 476 of the same Act. The Trustees, who are also Directors for the purpose of Company Law, acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and of the preperation of accounts.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and with FRS 102.
The Financial Statements were approved by the Board of Trustees on 13/01/2023.
E. Birks Trustee 13th January 2023
Crew Heart Support Group Statement of Cash Flows for the year ended 28 February 2022
| Crew Heart Support Group Statement of Cash Flows for the year ended 28 February 2022 |
||
|---|---|---|
| Cash flows from operating activities Net Income per Statement of Financial Activities Adjustments for: Depreciation Net cash provided by operating activities Net increase in cash and cash equivalents Cash and cash equivalents at the start of the year Cash and cash equivalents at the end of the year Components of cash and cash equivalents Cash and bank balances Total cash and cash equivalents |
2022 £ (9,726) 311 (9,415) (9,415) 19,649 10,234 10,234 10,234 |
2021 £ 11,488 311 |
| 11,799 | ||
| 11,799 7,850 |
||
| 19,649 | ||
| 19,649 | ||
| 19,649 |
Crew Heart Support Group Notes to the Accounts for the year ended 28 February 2022
1. Accounting Policies
Basis of Accounting
These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.The charity constitutes a public benefit entity as defined by FRS 102.
Change in basis of accounting or to previous accounts
There has been no change to the accounting policies (valuation rules and method of accounting) since last year and no changes have been made to accounts for previous years.
Going concern
The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.
Incoming resources
All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.
Grants and donations
Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources. Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.
Donated goods for resale are valued at the amount actually realised upon their sale.
Donated assets, facilities or services are valued at their estimated value to the charity. This is the price that the charity estimates it would pay in the open market for equivalent items; or services and facilities of equivalent utility to the charity.
Expenditure and liabilities
Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.
Taxation
As a charity the organisation is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Crew Heart Support Group Notes to the Accounts continued for the year ended 28 February 2022
Tangible fixed assets
Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the charity on receipt.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
Leases
Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.
2. Income from Donations and Grants
| 2022 2022 Restricted Funds Funds £ £ Donations 934 Grants 16,330 Total 934 16,330 Income from other fundraising activities 2022 Unrestricted £ Other fundraisinging Income 2,826 Expenditure on charitable activities 2022 2022 Restricted £ £ Self employed contractors 12,172 14,483 Misc Equipment 110 Premises costs for classes 288 810 Training 112 Total other expenditure 12,572 15,403 Unrestricted Unrestricted |
2022 Total Funds £ 934 16,330 17,264 2022 Total £ 2,826 2022 Total £ 26,655 110 1,098 112 27,975 |
2021 Total Funds £ 1,183 37,369 |
|---|---|---|
| 38,552 | ||
| 2021 Total £ 2,017 |
||
| 2021 Total £ Restated 23,950 143 50 625 |
||
| 24,768 |
3. Income from other fundraising activities
4. Expenditure on charitable activities
Crew Heart Support Group Notes to the Accounts continued for the year ended 28 February 2022
5. Other Expenditure
| 2022 £ Self employed contractors 1,430 Depreciation 311 General Administration 100 Total other expenditure 1,841 Unrestricted |
2022 Restricted £ 0 |
2022 Total £ 1,430 311 100 1,841 |
2021 Total £ Restated 1,810 311 2,192 |
|---|---|---|---|
| 4,313 |
6. Salary and Pension Costs
All work is carried out by self employed contractors so there are no employees or pension plan.
7. Restricted Funds
| Community Foundation for Calderdale Sport England Staying Well |
Balance b/f £ 0 0 0 0 |
Incoming £ 3,091 9,972 3,267 16,330 |
Outgoing £ 2,754 9,442 3,207 15,403 |
Transfers Balance c/f £ £ 337 530 60 0 927 |
Transfers Balance c/f £ £ 337 530 60 0 927 |
|---|---|---|---|---|---|
| 927 |
Fund Name
Community Foundation for Calderdale
Purpose of Restriction
To support thr return of instructors back into the community
following COVID.
Sport England Back to Play - Re-starting exercise classes in 4 different locations Staying Well Providing a monthly male only class in Ovendon for a year.
8. Tangible Fixed Assets
| Net Book Value b/f Additions Depreciation Net book value c/f |
2022 £ 935 311 624 |
2021 £ 1,246 311 |
|---|---|---|
| 935 |
Crew Heart Support Group Notes to the Accounts continued for the year ended 28 February 2022
9. Cash at Bank and in Hand
| 9. Cash at Bank and in Hand | ||
|---|---|---|
| Bank Cash 10. Creditors and Accruals Amounts falling due within one year |
2022 £ 10,226 7 10,233 2022 £ 0 |
2021 £ 19,557 92 |
| 19,649 | ||
| 2021 £ 1 |
11. Trustee Expenses
No trustees received any expenses during this or the previous year.
12. Related Party Transactions
The key management of the charity are the Trustees, none of whom were paid for this role.
Other Transactions with Tustees or Related Parties
| Name of Trustee Relationship to Type of or Related Party Charity Transaction Eve Firth-Blackbond Trustee Professional services Sophie Chevolleau Trustee Professional services |
2022 £ 11,103 14,726 25,829 |
2021 £ 7,848 14,082 |
|---|---|---|
| 21,930 |