Registered number CE013295
The Tim Cogley Cardiac Screening Foundation
Unaudited Accounts
31 March 2022
The Tim Cogley Cardiac Screening Foundation Report and accounts Contents
| Page | |
|---|---|
| Company information | 1 |
| Trustees report | 2 |
| Independent Examiners' report | 3 |
| Profit and loss account | 4 |
| Balance sheet | 5 |
| Notes | 6 |
The Tim Cogley Cardiac Screening Foundation Company Information
Trustees
M F Cogley S M Cogley R S Carter D L Jones J Molby A Parkins J McLaughlin J Dixon
Accountants
Gardiner Russell Accounting Limited 1st Floor, 2 Castle Buildings 147 - 149 Telegraph Road Heswall Wirral CH60 7SE
Principal Address 4 Anthony's Way Wirral CH60 0BP
Registered number CE013295
1
The Tim Cogley Cardiac Screening Foundation Trustees report for the year ended 31 March 2022
The trustees present their report and accounts for the period ended 31 March 2022.
The accounts have been prepared in accordance with the accounting policies set out in the notes to the accounts and comply with the charity's governing document, the Charities Act 2011 and the Statement of Recommended Practice, "Accounting and Reporting by Charities", issued in March 2005.
Structure, governance and management
The charity was established by Constitution as a Charitable Incorporated Organisation on 26 January 2018 and was registered as a charity on 19 February 2018, charity number 1177213.
The trustees who served during the year were:
M F Cogley S M Cogley R S Carter D L Jones J Molby A Parkins J McLaughlin
J Dixon
The trustees have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.
Objectives and activities
The object of the CIO is to protect the health of young adults on Merseyside, in particular by:
- 1 Promoting and facilitating cardiovascular screening of young adults in Merseyside so as to reduce early death rates from previously unknown or undetected medical conditions;
And
- 2 Promoting the general public's understanding and awareness of coronary heart screening of young adults and its potential benefits
Covid 19 continued to have an impact on the Foundation’s work. However, the Trustees are pleased to report that, despite necessary restrictions on deployment of the Randox Health mobile unit, cardiac screenings continued successfully at the Liverpool Clinic throughout most months of the year. A further 697 (411 men / 286 women) 18-39 year olds were screened , resulting in 24 of the men being recommended to request GP follow-up. At the end of the reporting year, a total of 1998 (1112 men & 886 women) had been screened with approximately 4.8% of men recommended to request GP follow-up i.e their blood tests revealed them to be at greater risk of a cardiac event in the ensuing 10 years. That percentage has remained broadly constant over the three and a half years of the Foundation’s cardiac screening programme.
The Trustees remain confident in undertaking their screening for CHD risk that they are complying with the duty under the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission.
In setting out our objectives and planning our activities, the Trustees have complied with the duty under the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission.
Achievements and performance
During the year The Trustees added to their numbers Jayne Dixon and Justine McLaughlin, both of whom had very generously given their time as Patrons since the charity’s founding : they bring considerable further expertise and range of skills to the governing board. A further, notable addition to an already impressive group of Patrons was made when Kevin Keegan learned of the Foundation’s work and readily accepted the invitation to become a patron.
Over the year, the Foundation received continued generous funding through personal donations, charitable grants and support from business and companies. Particular thanks are extended to Mr. Paul Maguire, Mr. Tim Parr; to Cecil Lodge, to Jaguar Land Rover and Quicksilver Limited. The family and friends of the late Mrs. Pat Parr (aunt of Tim Cogley) donated the proceeds of her funeral collection. For a second year, Randox Health staff donated a four figure sum raised by their Christmas Charity events.
The Annual Memorial Golf Event at Heswall Golf Club resumed in September raising a five figure sum, with a further five figure sum raised at the Jan Molby Christmas Sportsmen’s Lunch. The resumed annual Heswall Christmas Event was also very generously supported by local hostelries and their patrons.
Overall, the Trustees can therefore report a highly successful year in delivering its charitable objects and would wish to record their appreciation and deeply felt thanks to all the Foundation’s patrons, supporters and fundraisers for maintaining and sustaining important life-saving work in such challenging circumstances.
Financial review
As a result of its activities, fundraising and donations, the charity held a surplus of £30,801 for the period.
Reserves policy
It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to no less than twelve month’s expenditure. The trustees consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.
On behalf of the board of trustees
M F Cogley Trustee Dated: 8 November 2022
The Tim Cogley Cardiac Screening Foundation
Independent Examiners' report to the board of trustees of The Tim Cogley Cardiac Screening Foundation for the year ended 31 March 2022
I report on the accounts of the for the period ended 31 March 2022 , which are set out on pages 1-6
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
-
(i) examine the accounts under section 145 of the 2011 Act;
-
(ii) to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
-
(iii) to state whether particular matters have come to my attention.
Basis of independent examiner's report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
-
(a) which gives me reasonable cause to believe that in any material respect the requirements:
-
(i) to keep accounting records in accordance with section 130 of the 2011 Act; and
-
(ii) to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act;
have not been met; or
- (b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Gardiner Russell Accounting Limited Chartered Accountants 1st Floor, 2 Castle Buildings 147 - 149 Telegraph Road Heswall Wirral CH60 7SE
8 November 2022
4
The Tim Cogley Cardiac Screening Foundation Profit and Loss Account for the year ended 31 March 2022
| Incoming resources from generated funds Other income Total incoming resources Resources expended Costs of generating funds Net incoming resources Charitable activities Grants to randox Health Governance costs Total resources expended Net income for the year Fund balance at 1 April 2021 Fund balance at 31 March 2022 |
2022 £ 52,613 4,716 57,329 8,206 49,123 18,000 322 18,322 30,801 64,934 95,735 |
2021 £ 18,393 531 |
|---|---|---|
| 18,924 950 |
||
| 17,974 | ||
| - 180 |
||
| 180 | ||
| 17,794 47,140 |
||
| 64,934 |
5
The Tim Cogley Cardiac Screening Foundation Registered number: CE013295
Balance Sheet as at 31 March 2022
| Current assets Net current assets Total assets less current liabilities Accruals and deferred income Net assets Capital and reserves |
95,916 | 2022 £ 64,934 95,916 95,916 (180) 95,736 95,735 |
2021 £ 64,934 |
|---|---|---|---|
| 64,934 - |
|||
| 64,934 | |||
| 64,934 |
M F Cogley Trustee
Approved by the board of Trustees on 8 November 2022
6
The Tim Cogley Cardiac Screening Foundation Notes to the accounts for the year ended 31 March 2022
Accounting policies
Basis of preparation
The accounts have been prepared under the historical cost convention.
The accounts have been prepared in accordance with applicable accounting standards, the Statement of Recommended Practice, "Accounting and Reporting by Charities", issued in March 2005 and the Charities Act 2011.
Trustees
None of the trustees (or any persons connected with them) received any remuneration during the period, and no expenses were reimbursed.
Employees
There were no employees during the year
The Tim Cogley Cardiac Screening Foundation Detailed profit and loss account items for the year ended 31 March 2022
This schedule does not form part of the statutory accounts
| Incoming resources from generated funds Donations and gifts Other income HMRC Gift Aid Interest receivable Resourcees expended Costs of generating funds Fundraising Charitable Activities Grants to Randox Health Other charges Governance costs Stationery and printing Accountancy fees |
2022 £ 52,613 4,703 13 4,716 8,206 18,000 142 180 322 322 |
2021 £ 18,393 |
|---|---|---|
| 516 15 |
||
| 531 | ||
| 950 | ||
| - | ||
| - 180 |
||
| 180 | ||
| 180 |
8
The Tim Cogley Cardiac Screening Foundation Detailed balance sheet items as at 31 March 2022
This schedule does not form part of the statutory accounts and should NOT be sent to HMRC
| Current assets Cash at bank and in hand Accruals and deferred income Accruals Capital and reserves Profit and loss account Profit and loss account Brought forward Profit |
2022 £ 95,916 180 95,735 64,934 30,801 95,735 |
2021 £ 64,934 |
|---|---|---|
| - | ||
| 64,934 | ||
| 47,140 17,794 |
||
| 64,934 |
9