## **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**
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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**||