## **Trustees’ Annual Report for the period**
**Period start date 01/04** / **2022 Period end date 31/03/2023.**
**Charity name: HEART SUPPORT Charity registration number:1181551**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To provide support for persons with**
**heart and circulatory conditions and to**
**promote the 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
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Weekly Cardiac Rehab exercise and**
**relaxation classes. All the classes are**
**led by a British Association for**
**Cardiovascular Prevention and**
**Rehabilitation (BACPR) Level 4 Tutors.**
**Six Classes are currently held at four**
**venues in the North Tees and Hartlepool**
**areas.**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees confirm that the work of**
**the Charity follows the Charity**
**Commission’s guidance on public**
**benefit by the Advancement of Health or**
**Saving of lives.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference **No** Para 1.38 Policy on grant making **Not applicable** Para 1.38 Policy on social investment including program related investment Other
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society.|Para 1.20|**Holding weekly Cardiac Exercise**
**classes at 4 Venues.**
**Maintaining regular contact with**
**members to check on physical and**
**mental health.**
**Working with local Cardiac Rehab.**
**Community and Hospital nurses;**
**Referrals from GPs**
**Monthly Committee meetings have been**
**held.**
**Annual General Meeting celebrating**
**each year of operation, is open to all**
**members. The AGM invite is advertised**
**in the monthly newsletter received by all**
**from the Chairman.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41|**Objective :-**
**To continue to be a fully operational and**
**viable organisation has been achieved**|
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|**Objective :-**
**To organise various Social/Fundraising**
**events to boost Organisation funds has**
**been achieved**|
|Investment performance
against objectives|Para 1.41|**Not applicable**|
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**Income £**
Grants 9000
Fundraising (inc Paypal) 5664
Annual Member Fees 145
Class fees (£3pp/class) 2517
**TOTAL**
**£17326**
**Expenditure £**
Tutor`s Wages 12040
Tutor`s Insurance/Accred 100
Hall Hire 3452
Equipment bought 291
**TOTAL**
**£15883**
**BALANCE £1443**|
|1.|2.|**3.**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Any monies held in the Bank Account**
**are held by the Trustees in line with the**
**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||
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Inability to obtain funds and/or ability to**
**carry out Fundraising**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Grants and Fundraising**
**A Big Lottery grant for the next 3 years**
**was successful. The first instalment was**
**received on 2nd March 2023 with future**
**instalments to follow every six months.**
**Fundraising tops up the Grant to cover**
**the shortfall over the 3 years as well as**
**providing extra funds.**|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**None**|
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**CIO Foundation Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable Incorporated Organisation**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Appointed by Trustees for a term of 3**
**years by a resolution passed at a**
**properly convened meeting of the**
**Trustees. Any person retiring may be**
**eligible for re-appointment.**|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
|
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
**Provision of Current Constitution**
**Document and Safeguarding Policy**|
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**Affiliated to British Heart Foundation**
**Member of Catalyst Stockton**
**Contact of HartlePower**
**Advised by the National Lottery**|
|Relationship with any
related parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|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|**42 Upsall Grove**
**Fairfield**
**Stockton-onTees**
**TS19 7BJ**|
|||
**Names of the charity trustees who manage the charity**
|**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person (or**
**body) entitled to**
**appoint trustee (if**
**any)**|
|---|---|---|---|
|**Mr Michael**
**Dicken**|**Chair**|||
|**Mrs Madge**
**Preston**|**Vice Chair**|||
|**Mrs Heather**
**Anne Bunce**|**Secretary**|||
|**Mr Michael**
**Dicken**|**Treasurer**
**(Temporary)**|||
|**Mr Alan**
**Atkinson**|**Events**|||
|**Mrs Doreen**
**Hare**|Grant application
committee member|||
|**Mrs Sheila**
**Sargent**|Grant proof reader|||
|**Mr Michael**
**Dicken**|Safeguarding|||
|**Mr Tony Walker**|Events|||
|||||
|||||
|||||
## 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**|||
||||
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## **Funds held as custodian trustees on behalf of others**
Description of the assets **No funds held on behalf of others** 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
**None**
## **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)** Heather Anne Bunce **Full name(s) Michael Dicken Position (eg Chair Secretary Secretary, Chair, etc) Date 26/01/2024**