## **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**
**----- Start of picture text -----**
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
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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|
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||||
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|**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:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- 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:
- policy on grantmaking;
- policy programme related investment;
- 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:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- 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:
- accounting records were not kept in accordance with section 130 of the Act or
- 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|
|---|---|---|
2
## **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|
|---|---|---|---|
3
## **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|
|---|---|---|
4
## **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|
|---|---|---|
5