Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month 06 04 2023 To 05 04
Day Month Year 05 04 2024
From
To
Section A Reference and administration details
Charity name Heart Response Other names charity is known by Registered charity number (if any) 1185649 Charity's principal address 3 Clay Lane Puncknowle Dorchester Postcode DT2 9BJ
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Loetitia Roberts Chair
2 Daniel Romp Trustee
3 Helen Jowett Trustee
4 Sarah Dale Trustee
5 Maria Baker Trustee
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
March 2012
TAR
1
Names and addresses of advisers (Optional information)
| Type of adviser | Name | Address |
|---|---|---|
| Accountant | Grant Taylor | 23 Whitehill, Puddletown, Dorchester DT2 8SB |
| Name of chief executive or names of senior staff members (Optional information) |
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
CIO
- (eg. trust deed, constitution)
Association How the charity is constituted (eg. trust, association, company) Appointed by Board of Trustees Trustee selection methods
- (eg. trust, association, company)
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Heart Response exists to relieve poverty in Romania by providing grants, items and services to partner organisations.
Summary of the objects of the charity set out in its governing document
March 2012
TAR
2
Heart Response exists to relieve poverty in Romania by providing grants, items and services to partner organisations. Certain grants are for recreational and leisure activities provided in the interest of social welfare and designed to improve conditions of life. Heart Response also exists to advance the Christian faith in the UK and Romania through outreach work in schools, hospitals and prisons.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
March 2012
TAR
3
Section D Achievements and performance
The charity has been able to make donations to the church in Romania of Summary of the main £11,087. This has been achieved through the fund raising and regular achievements of the charity giving by the supporters of the charity. during the year
March 2012
TAR
4
Section E Financial review
Brief statement of the charity’s policy on reserves
The charity has a policy of retaining at least £5,000 in reserves to meet emergency or unexpected expenditure.
Details of any funds materially in deficit
The unrestricted fund is in surplus.
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
Position (eg Secretary, Chair, etc)
Date
March 2012
TAR
5
Charity number 11855649
Heart Response
Accounts
5 April 2024
Heart Response Independent Examiners Report for the year ended 5 April 2024
I report to the trustees on my examination of the accounts of the above charity for the year ended 5th April 2024.
As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011.
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Grant Taylor FCA
Member of the Institute of Chartered Accountants in England and Wales
Taylors Accountants Chartered Accountants
23 Whitehill Puddletown Dorset DT2 8SB
25 September 2024
1
Heart Response
Summary statement of Financial Activities for the year ended 5 April 2024
| Receipts Other income Total receipts Staff costs Other charges Surplus |
2024 £ 20,266 13 20,279 (4,915) (13,045) 2,319 |
2023 £ 24,478 11 24,489 (3,074) (20,333) 1,082 |
|---|---|---|
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Heart Response Registered number: 11855649 Balance Sheet as at 5 April 2024
| Current assets 10,660 Net current assets Total assets less current liabilities Net assets Reserves Loetitia Roberts Chair of Trustees Approved by the board on 23 September 2024 |
2024 £ 10,660 10,660 10,660 10,660 |
8,341 | 2023 £ 8,341 8,341 8,341 8,341 |
|---|---|---|---|
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Heart Response
Statement of receipts and payments for the year ended 5 April 2024
This schedule does not form part of the statutory accounts
| Receipts Donations and stewardship funding received Gift aid tax refund Fundraising Other income Interest receivable Staff costs Administrator expenses Travel and subsistence Other charges Premises costs: Costs of fundraising - Barn Dance expenses Rent General administrative expenses: Insurance Subscriptions Courier services Bank charges Legal and professional costs: Other legal and professional Payments in furtherance of the charitable objectives Payments to Romanian Churches |
2024 £ 14,820 2,865 2,581 20,266 13 3,004 1,911 4,915 497 - 497 700 278 139 112 1,229 232 232 11,087 11,087 13,045 |
2023 £ 20,174 3,916 388 24,478 11 3,074 - 3,074 - 55 55 213 125 300 228 866 182 182 19,230 19,230 20,333 |
|---|---|---|
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Heart Response Detailed balance sheet items as at 5 April 2024
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 Reserves Unrestricted reserve Unrestricted reserve Brought forward Surplus / (deficit) |
2024 £ 10,660 10,660 8,341 2,319 10,660 |
2023 £ 8,341 8,341 7,259 1,082 8,341 |
|---|---|---|
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