Trustees’ Annual Report for the period
Start date 01/04/2024 End date 31/03/2025
Charity name: HEART SUPPORT (N Tees)
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 of the organisation is predominately in the North Tees area. |
| 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 tutor. Classes are currently held at four venues in the NTees area and one in Hartlepool. |
| 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 | ||
| Policy on grant making | Para 1.38 | Not applicable. |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable. |
| Contribution made by volunteers |
Para 1.38 | Entirely run by volunteers. Support given by the self-employed tutor. |
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 as a whole. |
Para 1.20 | Holding weekly Cardiac Exercise classes at 5 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, as well as other interested parties. |
| 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 |
| Review of the charity’s financial position at the end of the period |
Para 1.21 | National Lottery Community Fund (Restricted Funds) RC NE & Cumbria INCOME(01/04/2024 to 31/03/2025) received £24000 EXPENDITURE £ Tutor’s Wages 14163 Tutor’s Insurance 563 Hall hire 4898 Total £19624 Income less Expenditure £4376 ------------------------------------------------------ plus GENERAL Funds Income£ Class (£3pp/class) fees 8692 Fundraising 1855 Donations 1286 £2 Annual Member Fees 231 Bank Interest 539 General Funds TOTAL £12603 --------------------------------------------------------- Lottery Fund+General Fund TOTAL Income= £36603 (£24000+ £12603) Bank BALANCE £16979 |
|
|---|---|---|---|
| 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 | £16979 | |
| 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 |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed) |
Para 1.25 | CIO Foundation Constitution |
| How is the charity constituted? CIO) |
Para 1.25 | Charitable Incorporated Organisa)tion |
| 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 | Constitution CIO document Safeguarding Adults at Risk Policy Safety first Complaints procedure General Data Protection Regulation (GDPR) |
|---|---|---|
| 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 Advised by the National Lottery |
| Relationship with any related parties |
Para 1.51 | Contact with other cardiac groups and Phase 3 community nurses Collaboration with local Social Prescribers and Social workers |
| Other |
Reference and Administrative details
| Charity name | HEART SUPPORT (N Tees) |
|---|---|
| Other name the charity uses | Heart Support (Working Name) |
| Registered charitynumber | 1181551 |
| Charity’s principal address | 42 Upsall Grove Fairfield Stockton-onTees TS19 7BJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 1 0 1 1 1 2 1 3 1 4 1 5 1 6 1 7 1 8 1 9 2 0 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitleappoint trustee (if any) |
|---|---|---|---|---|
| Mr Michael Dicken | Chair (Safeguarding) |
|||
| 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 proofreader | |||
| Mr Antony Walker | Events | |||
| Mr Neil Fowler | Committee member |
|||
Mr Arthur Giles Alexander Jefferson Young |
Committee member |
|||
Mr Denis Robinson |
Committee member |
19 Feb 2025 | ||
Corporate trustees – names of the directors at the date the report was approved
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)
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Full name(s) | Michael Dicken | Heather Anne Bunce |
|---|---|---|
| Position (eg Secretary, | Chair |
Secretary |
| Chair, etc) | ||
| Date | 18/01/2026 |