## **Trustees’ Annual Report for the period**
**Period start date 01/04/2020 Period end date 31/03/2021**
**Charity name: HEART SUPPORT Charity registration number: 1181551**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 To provide support for persons
purposes of the charity with heart and circulatory
as set out in its conditions and to promote the
governing document preservation and protection of
their health. This is by the
provision of Fitness Training
Sessions and Social Activities.
The area of benefit for the
organisation is predominately the
North Tees and Hartlepool areas.
Summary of the main Para 1.17 and FREE weekly Cardiac Rehab
1.19
activities in relation to exercise and relaxation classes.
those purposes for the All the classes are led by a British
public benefit, in Association for Cardiovascular
particular, the activities, Prevention and Rehabilitation
projects or services (BACPR) Level 4 Tutors. The
identified in the number of venues used weekly in
accounts. the N Tees and Hartlepool areas
have increased from 4 to 5 and
the number of classes from 4 to
6.
Statement confirming Para 1.18 The Trustees confirm that the
whether the trustees work of the Charity follows the
have had regard to the Charity Commission’s guidance
guidance issued by the on public benefit by the
Charity Commission on Advancement of Health or Saving
public benefit of lives.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference **Not applicable.** Para 1.38 Policy on grant making Para 1.38 Policy on social investment including
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program related
investment
Members actively support
Contribution made by Para 1.38 fundraising activities:
volunteers e.g. Car-boot sales, ebay sales,
social events, quizzes, tombola,
raffles.
Other
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## **Achievements and Performance**
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SORP reference
Achieve an increase in number of
Summary of the main FREE weekly Cardiac Exercise
achievements of the classes (inc. from 4 to 6) and at
charity, identifying the an extra venue (total 5 centres in
Para 1.20
difference the charity’s different areas)
work has made to the Maintain regular contact with
circumstances of its members to check on physical
beneficiaries and any and mental health, especially
wider benefits to society during times when COVID-19
as a whole. restrictions were preventing the
holding of classes. Tutors
contacted all members regularly,
and a monthly newsletter from
the Chair was sent.
Achieved monthly meetings of
the Committee via Zoom.
Because “lockdown” prevented
the Annual General Meeting, the
committee agreed to send the
Chair’s statement to all
members.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Objective:
To maintain viability: Tutors were
Achievements against Para 1.41 retained to maintain contact with
objectives set members during times when
COVID-19 restrictions prevented
normal operation of classes.
Objective:
To organise various
Performance of social/fundraising events:
fundraising activities Para 1.41 Fundraising activities continued
against objectives set but were restricted due to COVID-
19 regulations.
A modest increase in Funds
resulted.
Not applicable.
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Para 1.41 Investment performance against objectives Other
## **Financial Review**
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Review of the charity’s Para 1.21 INCOME
financial position at the £
end of the period Grants
9,475
Fundraising
705
Bank deposits /
Other Fundraising
1,945
PayPal
120
TOTAL
£12,245
EXPENDITURE £
Tutor’s wages
8,002
Insurance
75
Hall Hire
166
Equipment
65
TOTAL
£8,308
BALANCE
£3,938
Statement explaining the Para 1.22 Any monies held in the Bank
policy for holding Account are held by the
reserves stating why Trustees in line with the
they are held Governing powers and are
applied with the objectives
of the Charity or retained
until required for the
running of the group.
Amount of reserves held Para 1.22 £3,938
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
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Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
**Inability to obtain funds and/or ability to carry out Fundraising**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Grants and Fundraising
The charity’s principal Grants received from:
sources of funds Para 1.47 Co Durham Community Foundation
(including any Fund
fundraising) Tees Valley Sport England
None
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
COVID-19 regulations have forced
A description of the Para 1.46 closure of several sessions of the
principal risks facing the classes.
charity
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 CIO Foundation Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Charitable Incorporated
constituted? Organisation
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Appointed by Trustees for a term
methods including of 3 years by a resolution passed
details of any at a properly convened meeting
constitutional provisions of the Trustees. Any person
e.g. election to post or retiring may be eligible for re-
name of any person or appointment.
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Provision of current Constitution
document and Safeguarding
Policies and procedures policy.
adopted for the induction Para 1.51
and training of trustees
Affiliated to British Heart
Foundation (BHF)
The charity’s Member of Catalyst
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name HEART SUPPORT
Other name the charity uses Heart Support (North Tees and Hartlepool) Working Name
Registered charity number 1181551
Charity’s principal address 22 Burniston Drive
Billingham
Stockton-on-Tees
TS22 5DD
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Mr Ian Fred Chair
1
AUSTIN
Mrs Madge Vice Chair
2
PRESTON
Mrs Heather Secretary
3 Anne
BUNCE
Mr Ron Treasurer
4
MAUDE
Mr Alan Events
5
ATKINSON
Mrs Margaret Appointed
6 Ann 24 [th] April 2020
AUSTIN
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Mrs Doreen Appointed
7
HARE 24 [th] April 2020
Mr Anthony Appointed
8
WALKER 24 [th] April 2020
Mr Michael Appointed
9
DICKEN 24 [th] April 2020
Mrs Sheila Appointed
10 Maureen 24 [th] April 2020
SARGENT
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
## **NONE**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year NONE**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Ian Fred Austin**
**Heather Anne Bunce**
**Position (eg**
**Secretary, Chair, etc)**
**Chair**
**Secretary**
**Date**
14/01/2022|||
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