Heartbeat Chorus Report of the Truslees and Annual Accounts Year ended 30 September 2023
Heartbeat Chorus Legal and admlnlstratlve details Name Hearlbeal Chorus Sialus Unincorporated charity- registered November 2015 Charity number 1164575 Pnncipal address 1 Beaminster Avenue Healon Mersey Slo¢kport Chgshire SK4 3HU Charity Iruslees Claire Makinson IPresidenl} Viv WoT$ley Ivice-Presidenl} Mary Wilson {Secrelary) Janel Morelon {Treasurerl Cathy Ellis (Membership Secrelory) Isobel Curyio (Wardrobe Mislressl Clare Kilchenham (Logislicsl Kale Slocklon (Public Relations) Vanesa Baggoll (Chorus Representative) Accountsrbls HatheTIow5 The Studio Halherlow House Romiley Sloekport Cheshire SK6 30Y Bankers Santander 9 Nelson Street Bradford BD15AN
Heartbeat Chorus Notes to the accounts Year endgd 30 September 2023 The Iruslees of Heartbeat Chorus submit the Annual Report and Accounts for Ihe period endeé 30 Seplember 2023. The purposgs of the charlty ar¢ To advance, improve, develop and maintain public education in and appteeialion of the art and science of a capella singing in all aspects ty any means the Trustees see fil, including the presentation of public concerts. To further such Charitable purpose or purposes as the Trustees in their absolute discretion shall think fit bul in particular through the making of grants and donations. Activltles and revlew ol the perlod D8scriptlon of main activities The chorus works hard lo improve in all aspects ol a capella singing. We receive coaching from some of the best in the art of barbershop singing, sharing with us their knowtedge and experience. We enter compelilions to give a focus for our improvement work which In turn means that we are in a better position to present the be$1 of a capella singing lo the public through our concerts. In November 2022 we pul on a Concert for the benefil of Windlehursl Methodist Church. Hh Lane. Al proceeds were for Ihe benefit of the Church, a registered Charity. In December 2022 we put on a Christmas concert al Marple Melhodisl Church, which was very well attended. In January 2023 we ran a publi¢ 6-week singing course 'Heartbeal AcademV- for anyone interested learning our craft. This was extremely well allended and the participants learned a song al the same time as chorus members. In February 2023, we pul on a show al Romiley Forum ané the Acaéemy participants joined us on stage to sing Iheir, song. Most of the participants have since become full members of the Chorus. In April 2023, chorus look part in Ihe International Division al the annual eonvenlion held by the Spanish Association of Barbershop Singers and won the gold medal. Buoyed up by that wn, chorus entered of the choral classes al the International Eisteddfod held annualty in Llangollen. We won second place in each Class, wlh many compliments from the judges and audience about the joy and enthusiasm we broughl lo Ihe stage. One judge said Ihal every choir crossing the stage that day could learn somelhing from us. Duiing this year we have been able lo pul our sWe of a capella Singing in front of a wide range of audiences on several occasions. Recrultment and appolntmont of managemont ¢ommltte• The management committee Is elected al the Annual General Meebng. Goveman¢6 document The charills governing document is a conslilulion first adopted on 10 April 2014. The Current version was adopted on 25 January 2024.
Heartbeat Chorns Noles to tho accounts Year ¢ndtd 30 September 2023 Public beneflt Membership is open lo all members of the public. A membership fee is Charged on a monthly basis. There are redUd rales for associate members and for those members who are disadvantsged. Honorary ¢)fficers At the Annual general meets.ng of the charity the members shall elect from amongst themselves a President. a Vice-President. a Secretary, a Tfeasurer and a Membership Se¢relary who shall hold office from the conclusion of Ihal meeting. ommitte¢ The commrtlee shall be no fewer than 3 and no more than 10 members. Trustees benefit The Trustees do not claim expenses. The TNslees pay monthly 5ubscriplions lo the chorus and out of this payments are made for regislralion for competitions, membership of the governing body and vocal coaching costs. Rlsk management The chorus has a child protection policy as it is open lo indwiduals of all ages Including minors. Children often attend events held in the local community. The ¢horus also has a vulnerable adults policy. Flnancial risks pollcy The chorus does not currently have a finan¢ial risks policy. The Trustees are awaTe that a policy needs lo b implemented and are in the process of developing one. Trustees responslbllltles In respoct of the financial slatements Under the Charities Act 2011, the trustees are required lo prepare financial slalements which give a true and fair view of the s18te of affairs of the charity al the end of the financial year and of the incoming and applicaiion of resources during the year. In pfeparing the financial slalemenls the trustees are required lo.. selecl suitsble accounting policies and apply them consistently make judgemenls and eslimales Ihal are reasonable - Stale whether applicable accounting slandafds and statements ol recommended practice have been followed subject to any m31erial departure5 disc105ed and explained In the financial statements The Iruslees are responsible fol keeping proper accounting records which disclose with reasonable accuracy. al any time, the financial p05ilion of the charity and, al that lime, lo enable Ihe Iru51ees lo ensure that any financial statement of account prepared by them complies wslh the regulalions under s132 of tha Charities Act 2011. They are also responsible for safeguarding the chafills assets and hence lor taking reasonable sleps for Ihe prevention and detection of fraud and other irregularities.
Heartbeat Chorus Notes to thè aount5 Year ended 30 September 2023 Approved by the Trustees al their meeting on and signed on their behalf by. Trustee Trustee
Rèport to the trtssteesl members of Heartbeat Chorus On accounts for the year ended 30 September 2023 Charity no (if any) 1164575 Set out on pages 6-10 I report to the trustees on my examination of the accounts of Ihe abovg charity ('the Trust.) for the year ended 30 September 2023. Rèsponsibilities and As the charity trustees of the Trusl, you are responsible for the preparation basis of report of tha accounts in accordance with the requirements of the Charities Act 2011 ('the Ad"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5Xb) of the Act. I have completed my examination. I confim that no material matters have come to my attention in connection with the examination which gives me cause to believe that in. any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no cor)cems and have come across no other matters In ¢onne¢lion with the examination to which attention should be drawn in order to enable a proper undersianding of the accounts to be reached. Signed: Date: 29-07-2024 Namo: Anlhony Liam Conway ACA Relevant professlonal qualification(s) or body {If any): Institute of Chartered Accountanls in England & Wales Address: The Studio, Hatherlow House Hatherlow. Romiley. Stockport Cheshire SK6 3DY
H••nb••t Choru• Y••r •né•d JO S•pt•mb•r 2023 ndB R••irfthd fwrtl• Total funds Volun 901 107 Fra1 Loll 570 767 arit3bl• and ns coen5 and com Sale ol ¢ostumes con1AtIOnS re Wyvrnes ConiThwiions rn eo on5 Other Incoirie 29$ 29S 25 11 27D 16 371 Totsl nts Roorn hire Coathi Small Ilem50f Concert and com Fundrai> ex PU1¢ 1695 43D1 1.483 rneni ex nse5 13A26 13.526 15.527 ns¢ts 593 052 fee5 B54 6.8 1.119 Educalh Costum85 Sund Refund ol Lott Itw• 516 1.888 1.SOO IFS 250 nze mot 335 ISX 443 1.610 Trwwf•r• b•tsv••rfvnd• Ca•h lusth l•Bt y•*r SQ387 4778 ¢••hlund• th}rd SS.111 4.510 10.351 5&3J6
Hwrtb•at Choru si•t•m•nt ol 11•ts •nd IlabMIII•B Al •t JO S•pt•mb•r 2023 Unr•irtct•d fvnd• O••lynat•d lund• RMtrf¢t•d fund¥ 81 Cuh funds Currenl account 13.506 BUneSS accwil 0,211 107 Savirys accournl M8mbefS occoums 31003 2.S70 Heart account 1.163 Tot4l¢•¥h lagie• b8[9$th rewpts and p•yn8nt$xcounUsll 5&611 Unrn•lriclqd fvnd¥ O•slon4i•d nds R•strlct•d funds Fufid 10 whl asiet belo Curr•ntYalu• Uonal CHI lopllonaQ B3 Inv••tm•nt¥• Fund towhl¢h ¥M•I b•1• C••t lopVon•ll 18.141 urrnnt ¥•lu• A••e16 retalm•d lorth• ¢h•rfty'• i>wn u•• Fbsers CDSlum•s Fund io whkh Amo¥rbt du• Wh•n du• BS Llablllll•B SvJned ty w or t*0 tru$tees ¢n bohèfcl Signalure Prtnl 3 Oate of8pwoval
Hèartbeat Chorus Notès to the accounts Year ended 30 September 2023 1. Accountlng poli¢les The pnncipal accounting policies adopted, judgements and key sources of eslimalion uncertainly in the preparation of Ihe financial slalements are as follow5.. B8&'s of pffjparatn The financial slalement5 have been prepared in accordance wth Accounting and Reporting by Charities- Slalement of Recommended Practice applicable lo charrties preparing their aecounls in accordance with the Financial Reporting S18ndard applicable in the UK and Republic of Ireland {FRS102) (effective 1 January 2022)- {Charilies SORP (FRS1021) and the Financial Reporting Standard applicable in the UK and Republi¢ of Ireland {FRS102)- Legal sfatus of charily The charity is an unincorporated enlty registered in November 2015. Going concem The tnjstees consider that there are no material uncertainties about the charitys ability to continue as a going ¢on¢ern. Fund 8¢counling Unrestrlcted funds are available to spend on activities that further any of the purposes of the Charity. Desi9naled funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aslde for a Specif purpose. Reslri¢ted funds are funds of the charity restricted for specrfic purposes. They are held on trust until expended. Detsils of designated and restricted funds are sel out in the notes to the financial slalemenls Income and expendilure recognil Inry)me is recognised when Ihe charity receNes funds. Expendrture is recognised when the charity expends funds. Where income has related expenditure, the income and relaled expenditure are reported gross in the receipls and payments account. Other 8ssels Other assets are staled at historical cost.
Hrtb&al Chorus Notes to the accounts Year ended 30 S•pttmber 2023 3. Donatlons Donalions comprise of members donations (being conlribulions in excess of subscriptions payable). Ihird paty donalions and gift aid refunds received from HM Revenue a Customs. 4. Fundralsing events Greater effort has been put into fundraising this year. A dedicated Fundraising Team has been eslablished. They meet regularly to or9anise events and lo come up with Innovative ways lo increase chorus fund5. The lottery was continued through the year on the same terms as 2022. 5. Staff ¢o$ts and trust remunarat5on The ¢harlty does nol employ any staff. No Iruslees, or ¢onne¢ted parties, received remuneralion during the perlod. 6. Oth•r a8••t• The charty owns other as5els, as at 30 Seplemb8r 2023, as follows.. 2023 2022 Risgr staging Costumes 18,141 34.966 18,141 34,968 7. Funds Restricted funds 2023 2022 Kind Heart fund Lotto fund NalK>nal Lottery grant 1,970 695 1.875 4.540 852 370 1,875 3.097
Heartbèat Chorus Notes to th• accounts Yèar end 30 September 2023 7. Funds {contlnugdl RestrKted funds The purpose of the Kind Heart Fund is to provide financial assistance lo members who are having difficulty in financing specffjic ¢horus activities. The fund is held in a separate bank account and cannot be used for any other purpose. Detsils of the Lotto fund are shown in note 4 above. The National Lottery grdnl was awarded as a contribution towards new costumes. Last year the Trustees decided that funds previously recognised as '¢Jesignaled' should be released lo"unreslricled' These funds represented money from fundraising and monetary competition prizes which, at one b'me, were designated to meet chorus expenses to be incvrred in respect of International competition. However, since COVID prevented that competition from being held, the funds are n¢)w available for Ihe general purposes of the chorus. 8. Related party tran5actlons No trustees, or connected parties. had any personal interest In any contract or transaction entered into by the charty during the period. 10