| ObjectivesandActiviti | es | |
|---|---|---|
| SORPreference | ||
| Summaryofthepurposesof | Para1.17 | Toincreasethesurvival ratefromcardiac |
| thecharity assetout inits | arrestin Malvern and the surrounding | |
| governing document | villagesby providingfreeresuscitation | |
| training andincreasingthenumber of | ||
| public access defibrillators. | ||
| Summaryofthemain activitiesin relation tothose |
Pata'l.'17and 1.19 |
HeartstartM3lvern'sactivities havebeen severely restricted duringthereporting |
| purposes forthepublic | period due totheCOVD pandemic.Asa | |
| benefit, in particular, the | consequenceoftherestrictions whichwere | |
| activities,projectsor | in place duringthepandemic, Heartstart | |
| servicesidentifiedinthe | Malvernwasunabletodeliver any training | |
| accounts. | duringthereportingperiod.However,the | |
| trusteesheld a number ofvirtualmeetings | ||
| duringthisperiodtoreview and update | ||
| lesson plans sotrainingcould resume ina | ||
| COVID safe way once restrictionsare | ||
| lifted.Twopublic access defibrillators were | ||
| installed duringthereporting period. Since | ||
| its launch inJanuary2017,Heartstart | ||
| Malvernhas provided free trainingto over | ||
| 3,000 people and has installed29Public | ||
| AccessDefibrillators | ||
| Statement confirming | Para1.18 | Thetrustees giveregard totheguidance |
| whetherthetrusteeshave | issuedbytheCharity Commissionon | |
| had regard totheguidance | public benefit.All ofHeartstart Malvern's | |
| issuedbytheCharity | charitable activitiesare ofbenefittolocal | |
| Commissiononpublic | residents and visitors. The trustees will | |
| benefit | minimise public riskindecisionmakingand | |
| receive no personal benefit from the | ||
| charity. |
| oum choosetoinclude |
furtherstatements | whererelevant about: |
|---|---|---|
| SORPreference | ||
| Para1.38 | Heartstart Malvern is not agrantmaking | |
| Policy ongrantmaking | organisation. |
| Para1.38 | ||
|---|---|---|
| Policy onsocialinvestment | Heartstart Malverndoesnot have a Social | |
| including program related | lnvestmentPolicy and does not invest | |
| investment | funds. | |
| Heartstart Malvern isavolunteer-led and | ||
| Para'1.38 | volunteer-runcharity. Therearenopaid | |
| Contributionmadeby | staff.Using volunteersenablesHeartstart | |
| volunteers | Malverntobe completelysustainable,keep | |
| ourrunning costtoa minimum and to | ||
| provide all of ourtrainingcompletelyfreeof | ||
| charge.Theuse of volunteers also ensures | ||
| thatallfundsdonatedtoHeartstart Malvern | ||
| areused tofulfilour obiectives. | ||
| ThesuccessofHeartstartMalvernisdue to | ||
| Other | itsvolunteersandthesupport ofthelocal | |
| community. The trusteeswouldlike to | ||
| acknowledgeandthankallofHeartstart | ||
| Malvern's volunteers fortheirenormous | ||
| contribution to thesuccessofthecharity. | ||
| The trusteeswould alsoliketo thank the | ||
| local communityforcomingforuvardfor | ||
| trainingand supportingthecharity through | ||
| variousfundraisingactivities. |
| chievementsandPer | formance | ||
|---|---|---|---|
| SORpreference | |||
| Dueto therestrictions placedonHeartstart | |||
| Malvern duringthepandemic,its | |||
| Summaryofthemain achievementsofthecharity, |
Para1.20 | achievementsduringthis reportingperiod areverylimited. |
|
| identifyingthedifference the | |||
| charity'sworkhas made to | Someofour achievements during this | ||
| thecircumstances ofits | period include: | ||
| beneficiaries and anywider | |||
| benefitstosociety asa | a | Ensuring thefinancialstabilityofthe | |
| whole. | charity duringthepandemic | ||
| a | lnstallingafurthertwopublic access | ||
| defibrillators | |||
| o | Maintainingtheexisting27public | ||
| access defibrillators so theywereready | |||
| foruse during an emergency | |||
| a | Reviewingourlesson plansand | ||
| preparingtodelivertrainingina COVID | |||
| safe way | |||
| o | Replacing some of our old training | ||
| equipment |
| oum choosetoincludefur |
therstatemen | tswhererelevantabout: |
|---|---|---|
| SinceitsformationonJanuary 2017, | ||
| Achievementsagainst | Paru1.41 | Heafistart Malvernhas provided free |
| objectives set | trainingtoover3,000peopleandhas | |
| installed29public access defibrillators | ||
| Nofundraisingobjectives areset.Despite | ||
| Performance of fundraising activitiesagainst objectives |
Para1.41 | the COVIDpandemic, incomewasup duringthisperiodbyjustoverf3K,largely |
| set | dueto anumber of grants. | |
| Investment performance | Para1.41 | Nofunds areinvested by Heartstart |
| against oPjectives | Malvern. | |
| Other | N/A |
| FinancialReview | ||
|---|---|---|
| Review ofthecharity's | Para1.21 | Thecharitywasina strong financial |
| financialposition at theend | positionattheendofthe reportingperiod | |
| oftheperiod | withaclosingbalance of almost 813K. | |
| Duringthereporting period, the trustees | ||
| made a decisiontomaintain a larger | ||
| reservethannormal due totheuncertainty | ||
| aroundthedurationofthepandemic andits | ||
| impact onourincome. | ||
| Statement explaining the | Para1.22 | Heartstart Malvern normally holds sufficient |
| policyforholding reserves | reservestocover its operational costsfora | |
| stating whythey areheld | 12 month period.Thisisestimatedtobe | |
| approximatelyf5,000.A significantlyhigher | ||
| reserve has been held duringtheCOVID | ||
| pandemic due tofinancialuncertainties | ||
| createdbythepandemic. | ||
| Amount ofreservesheld | Para1.22 | Thecharitydoesnot hold a separate |
| accountforitsreserves. lnstead,it | ||
| mqintains a balance ofatleastfSkinits | ||
| current account. | ||
| ReasoT'rsforholding zero | Para1.22 | N/A |
| reserves | ||
| Details offundmateriallyin | Para1.24 | N/A |
| deficit | ||
| Explanation of any | Para1.23 | There areno uncertaintiesaboutHeartstart |
| uncertainties about the | Malvern continuing as a going concern. | |
| charitycontinuing as a going | ||
| concern |
| oum | her statemen |
tswhererelevantabout: |
|---|---|---|
| Heartstart Malvernisfunded entirelyby | ||
| The charity'sprincipal | charitable donationsfromindividualsand | |
| sourcesoffunds(including | Para1.47 | other organisations. |
| any fundraising) | ||
| Hearstart Malvern does not invest funds | ||
| lnvestmentpolicyand | andhasno lnvestmentPolicy. | |
| objectivesincluding any | Para1.46 | |
| social investmerltpolicy | ||
| adopted | ||
| Heartstart Malvern iscompletelyrelianton | ||
| A descriptionoftheprincipal | Para1.46 | adhoc charitable donationsandhasno |
| risks facingthecharity | regular income stream. | |
| Other |
| Description of charity's | ||
|---|---|---|
| trusts: | ||
| Typeof governing document | Pa,ra1.25 | Constitution |
| itrustdt | ||
| Howisthe charity | Para1.25 | CharitableIncorporated Organisation |
| constituted? | ||
| {eEuninemr"porated | ||
| asseeiation, CIO) | ||
| Trustee selectionmethods | Para1.25 | Volunteers areaskedtobecomeatrustee |
| includingdetailsof any | as andwhena vacancy arises. | |
| constitutionalprovisionse.g | Applicationsarethenconsidered ata | |
| electiontopost or nameof | trusteesmeeting andformallyapproved at | |
| anypersonorbody entitled | thenext AGIU. | |
| toappoint oneormore | ||
| trustees |
| oum choosetoincludefur |
therstatemen | tswhererelevant about |
|---|---|---|
| Heartstart Malvern is a smallcharityand | ||
| Policies and procedures | doesnot haveaformalinduction process | |
| adopted fortheinduction | Para1.51 | fornewtrustees. lnstead, anynew trustee |
| andtrainingoftrustees | issupportedby other trustees. | |
| Heartstart Malvern is a smallcharityand | ||
| The charity'sorganisational | hasaflatorganisational structure. The | |
| structure and anywider | Para 1.5'l | charitiesworkis overseenbythetrustees |
| network with which the | Heartstart Malvern is not affiliatedtoany | |
| charity works | other organisation. | |
| N/A | ||
| Relationshipwithany | Para1.51 | |
| relatedparties | ||
| Other | N/A |
| ReferenceandAdmini | strative details |
|---|---|
| Charityname | Heartstart Malvern |
| Othernamethe charityuses | N/A |
| Registeredcharitynumber | 1170697 |
| Charity'sprincipal address | St Gabriel's |
| WorcesterRoad | |
| Hanley Swan | |
| Near Malvern | |
| Worcestershire | |
| WR8OEA |
| Funds heldascustodian trustees onbehalfof others | Funds heldascustodian trustees onbehalfof others |
|---|---|
| Descriptionoftheassets | N/A |
| heldinthiscapacity | |
| Name andobjectsofthe | N/A |
| charity onwhosebehalf the | |
| assetsareheld and how this | |
| fallswithin thecustodian | |
| charity'sobjects | |
| Detailsofarrangementsfor | N/A |
| safecustody and | |
| segregationofsuchassets | |
| fromthecharity's own | |
| assets |
| Names andaddresses of ad | visers (Option |
|---|---|
| Typeof Name | Address |
| adviser | |
| N/A |
| me | sof thecharitytru | steeswhomanage | thecharity | ||
|---|---|---|---|---|---|
| Trusteename | Office (ifany) | Datesacted if not for whole | Nameof person (orbody)entitlr to nttrustee |
||
| 1 | RichardVakis- Lowe |
Chairperson | |||
| 2 | Catherine Millar | Secretary | |||
| 3 | MelanieBaker | Treasurer | |||
| 4 | Jean Williams | ||||
| 5 | DavidBijl | ||||
| 6 | AngelaKirton | TrainingCo- ordinator |
|||
| 7 | |||||
| 8 | |||||
| I | |||||
| 10 | |||||
| 11 | |||||
| 12 | |||||
| 13 | |||||
| 14 | |||||
| 15 | |||||
| 16 | |||||
| 17 | |||||
| 18 | |||||
| 19 | |||||
| 20 |
| tril CHARITY COMMISSION FOR ENGLANDANDWALES |
tril CHARITY COMMISSION FOR ENGLANDANDWALES |
Heartstart Malvern | 11 | 70697 | |||
|---|---|---|---|---|---|---|---|
| Receipts and | accounts | CC16a | |||||
| Fortheperiod from |
01-Sep-20 | To | 31-Aug-21 | ||||
| Section A Receipts and payments | |||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total | funds | Last year | ||
| to thenearest€ | to the nearestf | to the nearest€ | to the nearest€ | to the nearestt | |||
| A1Recei | |||||||
| Donations (General) | 1,356 | 1,356 | 7,268 | ||||
| Donation (Mayors Charity) | 3,514 | 3,514 | |||||
| COVID Grants | 2,500 | 2,500 | |||||
| Co-op Grant | 2,962 | 2,962 | |||||
| lnmemoriam donation | 263 | 263 | |||||
| AR) | 10,595 | 10,595 | 7,266 | ||||
| A2Asset andinvestmentsales, | |||||||
| (seetable). | |||||||
| Total reeeipts | 10,595 | I | ro,sgsI | 7,266 | |||
| A3 | |||||||
| Defibrillators, cabinets&consumables | 1,015 | 1,015 | 1,428 | ||||
| Overheads (incl printing and | insurance) | 2,090 | 2,090 | 3,587 | |||
| Event costs | 72 | ||||||
| Miscellaneous | 100 | 100 | |||||
| Subtotal | 3,205 | 3,205 | 5,087 | ||||
| A4Asset andinvestment | |||||||
| purchases.(seetable) | |||||||
| Subtotal | |||||||
| Totalpayments | 3,205 | 3,205 | 5,087 | ||||
| Netofreceipts/(payments) | 7,390 | 7,390 | 2,179 | ||||
| A5Transfersbetween | funds | ||||||
| 46Cashfundslast year end | |||||||
| Cashfundsthis | yearend | 7,390 | 7,390 | 2,175 |
| SectionBStatement | of assets an | dliabi | litiesat | the end oft | heperiod | ||
|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | |||||
| i]ti!s | funds tonearest€ |
funds tonearest€ |
funds tonearest |
f | |||
| BlCashfunds | To current account | 7,390 | |||||
| Total cashfunds | 7,390 | ||||||
| (agree balances | withreceipts | and payments | |||||
| account(s)) | |||||||
| Unrestricted | Restricted | Endowment | |||||
| funds | funds | funds | |||||
| 0etails | tonearestE | tonearestf | tonearest | € | |||
| 82Other monetary assets | N/A | ||||||
| Betails | Fund towhich | Cost (optional) | Current value | ||||
| 83lnvestment assets | NiA | ||||||
| Details | Fund to which | Cost (optional) | Current value | ||||
| 84Assetsretainedforthe | 29 Deflbrillators and cabinets | 43,500 | 20,000 | ||||
| charity's ownuse | Training equipment | 3,000 | 500 | ||||
| Fund towhich | Amount due | Whendue | |||||
| Details | liabil relates |
||||||
| 85 Liabilities | None | ||||||
| Signedbyone ortwotrusteeson behalfof allthe trustees |
Signature | Print Name | Dateof | ||||
| RichardVakis-Lowe | 25.05.22 | ||||||
| 25.05.22 |