Heartbeat Chorus Report of the Trustees atNJ Annual ACcnts Year ended 30 September 2024
Heartbeat Chorus Legal and adminislratlve details Name Heartbeat Chorus Status Unincorporated charity- registered November 2015 Charity number 1164575 Principal address l Beaminsler Avenue Healon Mersey Slockport Cheshire SK4 3HU Charity trustees Claire Mzkinson {Presidenll Viv Worsley Ivice-Presidenll Mary Wilson Isecrelaryl Janet Morelon {Treasurerl Cathy Ellis (Membership Secretary) Isobel Currie (Wardrobe Mistress) Clare Kitchenham (Logistics) Kale Slocklon {Public Relalionsl Vanesa Baggoll Ichorus Representalivel Accountants Hatherlow5 The Studio Halhedow House Rorniley Stockport Cheshire SK6 3DY Bankers Sanlander 9 Nelson Street Bradford B01 SAN
Hèartbeat Chorus Notes to Ihe accounts Year end 30 Sepl•mber 2024 The trustees of Heartbeat Chorus SLtbmil the Annual Report and Accounts for the period ended 30 September 2024 Th• purposes of the charity ar• To advance. irnprove, develop and maintain pubStc edutstion In and appreciation of Ihe art and scierKe of a capella 51nging In all aspecls by any means the Trustees See fil. InclLtding Ihe presenialion of public concerts. To further such charitable purpose or purpose5 as the Trustees In their absolute d15cretion shall think frt bul In particular through the making of grants and donalions A¢tlvltie* and r•view ol the period Description of main activiti88 The chorus works hard to Improve In all aspects of a capella singing We recewe coaching Irom some of Ihe best In the art of bafbefshop singing, sharing wlh us their knovAedge an¢Y experience. We enler competitions lo gtve a focus lor our Improvement work which In lurn mean5 that we are In a better posilion lo present the best of a capella singing to the public through our corrtS On 1 December 2023 we pul on a concert al, and for the benefit of. Windlehursl Melhodisl Church, High Lane. AII Proceeds were for Ihe benefit of Ihe Church, a registered charity. Later Ihal month we pul on a Christmas concert al Sl Paul's Church, Compslall, Stockport which Wds very well attended. In May 2024, chorus look part In the Sweet Adelines International Region 31 (Quartet of Nations) annual convention held al The Octagon Theatre. Sheffield and won the silver medal Competition Is recognised as a primary educational tool and performance opportunity. As preparalKsn for competition the chorus Involves coaches lorm across the world lo Improve Its barbershop Ste. Ils emotional depth of 51nging, artistry and musicality During the year the chorus was fortunate lo have coaching sessions wilh 2 Swedish coaches and 1 Canadian coach all wlh oulstanding Inlernalional reputatns. Fundraising tv•nt$ Greater effort has been pul Inlo fundraising this year. A dedicated fundraising meel regularly lo organise events and lo con7e up with Innovalive ways lo Increase clK)W5 lund5 The lollery w85 eonlinued through the year on the same lerms as 2023. aiihough Il Is unlikely lo b6 continued In 2025
Heartbeat Chorus Note5 lo the accounts Year ended 30 Septembor 2024 Trustees During the year. the President had to slep down due lo heaiih Issues and the Vtt President stepped up lo acting Presidenl. Recruitment and appointment of rnanagement tommittee The management Committee Is elecled al the Anrnwl General MeeliThJ. Govemanco document The charills governin9 document Is a constilulK)n first adopted on 10 A1 2014. The current version was adopted on 25 January 2024 Public benefit Membership Is open lo all member5 of publK. A membership lee LS charged on a monthly basis. Thwe are reduced rates for associate members and for those members who are disadvantaged. Honorary officers Al the Annual general Meeting of Ihe thanty the members shall elect from amongst themselve5 a President. a Vice-President. a Secretary, a Treasurer and a Membwship Secrew who shall offre from Ihe condusK)n of that meeting. Committèe The committee shall be fewer Ihan 3 and no more than 10 meMr5. Trustees benefit The Trustees do not claim expenses The Tru51ee5 pay monthly SubscriptnS lo the chorus and oul of this payments are made for regIStratn for competitn$. membership of the g)veming and vocal coaching osls Risk management The chorus has a child proteclion polKy as Il Is open lo w)dwiduals of all ages IrKludirbg minors. Children oflen attend events held In the local communrty The CIKKUS also has a vulnerable adults poIy. Financial rlsks policy The chorus does not Currently have a financial risks pOIy. The Truslees are aware that a poIY needs lo be Implemenle(J and are In the process of developirrfj one.
Heartbeat Chorus Notes to the accounts Year ended 30 Sept9mber 2024 Trusttes responsibilitles In respect of the financlal stalements Under the Charities Act 2011, the Iruslees are required lo prepare financia1 slalemen15 which give a true and fair v+ew of the 51ale of affair5 of Ihe charity al the end of the financial year and ol the Incoming and application of resources during the year. In preparing the financial slalemenls the Iruslees are required lo.. select suitable accounting policies and apply them ¢onsislenlly make judgements and eslimales that are reasonable slate whether applicable accounting standards and 51alèmenls of recommended praelice have been followed subjèct to any material departures disclosed and expl3ine(J In the financial slalemenls The trustees are responsible for keeping proper ac¢ounling records which disclose with reasonable accuracy, al any tirne, the financial position ol the charity and, al that time, lo enable the Iruslees lo ensure that any financial slalemenl of ao[lnI Prepared by them complies with the regulations under s132 of the Charities Acl 2011. They are also responsible for safeguarding the charity's assets and hence for taking reasonable steps for the prevention and detection ol fraud and other Ifregularilies. Apgroved by Ihe Trustees al their meeling on and signed on their behalf by.. Trustee Trustee
Report to the trusteesl members of Heartbeat Chorus On accounts for the year ended 30 September 2024 Charity no (if any) 1164575 Set out on pagès 6-10 I report lo the trustees on my examination of the accounts of Ihe above charity {"the Trust") for the year ended 30 September 2024. Responsibilities and As the charity trustees of the Trusl. you are responsible for the preparation basis of report of the accounts in accordan with the requirements of the Charities Act 2011 {"the Act"). 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(51(bl of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause lo believe that in, any material respect- accounting records were not kept in accordance with section 130 of the Act or the aGcounls do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounls lo be reached. Signed: Date: 10-07-2025 Namo: Anthony Liam Conway ACA Relevant professional qualificatlon(s} or b¢xly (if any): Institute of Chartered Accountants in England & Wales Address: The Studio. Hatherlow House Hatherlow, Romiley. Slockport Cheshirè SK6 30Y
He•rtbeJl Chorus RpcelptB payts crvvnl Year ended 30 Sepl•mb•i 2024 Unr•4lrlcl•d 0••1onbl•d fund Total lund• Last y•r Volvhla rèCI 147 161 6Zty 620 i¢0 Chinlable and QiheT iec•i SubSCnPtions Concerys eompebbtsns Sale of co&1me5 CDntfityution5 ie C051umes con11nS COmDebbOrnS (htr inco¢ 3SO 27 45$ 475 370 Gitt 20 Total r•c•lpts rnynl¥ Room trir Coarh4n 4,172 3,869 7.1171 30,039 20 4.172 3.869 7.071 30.039 20 3.¢95 eni and CQf enses 13.526 ense Embershi EdutsliDTr C051umes Su ex Relnd of Lottt nzes Donations lees 7.518 7,513 6.854 2,951 3.676 2,951 3,676 Èrtditure nze mone S.S76 J90 15 390 565 335 550 Oth•r men1• To1 p•ym•fi sUrplud1N1lOlvr1Oa 6.127 250 7,•77 J.964 Yi•n•l•rn ts•tn furl* ¢•%h lunds l••1 y¢•r4nd 55,111 4.540 ,3$1 $0.387 CMhfvnd• thli y••r•nd 49.730 2.744 52 474 6Q.3$1
e•rtbeai Cho¥u• 5tat•ment of •ssots Ind IlJbililie• As •130 5epi•mb•r 2024 Unr••irlcl•d luThd4 D••lgnitBd lund• R••lrf¢t•d IvDd Bl C4h Cuffenl 3c£4unl 16.9Jl BsinesS ¥C£Qynl 3,¢JO 753 Saviw$¥ccounl lèmbÈrs accounts 29,041 Kin¢ Htartfuna aC£Ouni 1.9•1 49.730 2.7M Ints¥¢¢oun$>1 Unr••lrfcl•d D••lgnat•d R••lrkt• B2 ¢)th•rMon•f•ry M4•t• lowhh st lOn Curr•ni v•lu• Coslloptlonj J Inv•%tm•nl ••Ht• Fund to whlch Colt loptknNI) Curr•ntvalu• B4 Assets rtsIn forth•chthy'¥ RiserJ Costu$ 34.H6 Amountdu• Wh•n du• b5 Ltsblllll•• Sgned by or $te¢s0 ii me IDJSt¢¢% SvJnBlur• Pnnl NarnD Datsol WPPTQ¥al
Heartbeat Chorus Notes lo the accounts Year ended 30 September 2024 1. Accounting policios The principal accounting policies adopted, judgements and key sources of eslimalion uncertainty in the preparation of the financial slalemenls are as follows.. Basis of preparation The financial statements have been prepared in aCCordare wth AOUntIng and Reporting by Charities.. Statement of Recommended Practice applicable lo charities preparing their accounls in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS1021 leffeclive 1 January 20221- Icharilies SORP IFRS10211 and the Financial Reporting Standard applicable in the UK arKI Republic of Ireland IFRS1021. Legal status of Gharity The charity is an unincorporated entity registered in November 2015. Gng concern The Iruslees consider that there are no malerial uncertainties about Ihe charitys ability lo continue as a going concern. Fund accounting Unrestricted funds are available lo spend on activities that lurther any of the purposes of ttte charity. Designated funds are unreslricled funds of the charity which Ihe Iruslees have decided al their discretion to sel aside for a specrfic purpose. Restrided funds are funds of the charity re51ricled for specific purposes. They are held on trust unlil expended. Details of designated and restricted funds are set out in the notes to the financial stslemenls Income and expenditure r8cognilion Income is recognised when the charity receives funds. Expendilufe is recognised when the charity expends funds. Where Income has related expenditure. the income and relaled expenditure are reported gross in the feceipls and payments account. Olher assets Other assets are slaleé al historical cost
Heartbeat Chorus Notes to the accounts Year ended 30 Seplember 2024 3. Donations Donations eomprise ol member5 donation5 li1ng conlribulions In excess of subscriptions payable}. third paty donations and grfi a1 relunds receNed from HM Revenue & Customs. 4. Fundraising events Greater effort has been put into fundraising thts year. A dedicated Fundraising Team has been established. They meet re9ulafly lo organise events and to come up wlh innovative ways lo Increase chorus fund5. The loltery was conlinued through Ihe year the same lerms as 2023 5. Staff costs and trustee remuneration The charity does not employ any slaff. No trustees. or connected parties. receNed remurwalion during the period. 6. Other assets The charity owns other assets, as al 30 Seplember 2024. as follovts: 2024 2023 Riser stsging Costumes 18,141 18.141 7. Funds Restncted fvnds 2024 2023 Kind Heart fund Lotto fund National Lottery grant 1.991 753 1.970 695 1.875 4.540 2.744
Heartbeat Chorus Notes to Ihe accounts Year ended 30 September 2024 7. Funds {continuedl Restricled funds The purpose of the Kind Heart Fund is lo provide financial assistance lo members who are having difficuliy in financing specific chorus aclivilies. The fund is held in a separate bank account 2nd C8nnol be used for any other purpose. Details of the Lotto fund are shown in note 4 above.11 has been decided not lo continue this fundraiser after 31 Deeernber 2024. The National Lottery grant was awarded as a contribution lowards new costumes. During the penod new dresses were purchased and the grant ulilised in full. 8. Related party transactions No Injslees. or connected parties. had any personal interest in any contract or transaction entered into by the chaTity during the perio(l. 10