Trustees’ Annual Report for the period
From 1[st] April 2021 to 31[st] March 2022 Charity name: Thames Valley Heartbeat Charity registration number: 1185884
Objectives and Activities
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SORP reference
Summary of the Para 1.17 To supply Public Access
purposes of the charity Defibrillators to communities in
as set out in its the Thames Valley and
governing document familiarisation in their use
Summary of the main Para 1.17 and Raise funds to purchase
1.19
activities in relation to defibrillators and provide
those purposes for the familiarisation in their use
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 The Trustees had regard to the
whether the trustees guidance
have had regard to the
guidance issued by the
Charity Commission on
public benefit
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SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
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Other
Achievements and Performance
SORP reference
Supply of two Public Access
Defibrillators and three training
Defibrillators to provide several
Summary of the main familiarisation sessions for
Para 1.20
achievements of the members of the public in their
charity, identifying the use
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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Financial Review
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Review of the charity’s Para 1.21 £17871 in TVH Current Account
financial position at the
end of the period
Statement explaining Para 1.22 No Reserves held
the policy for holding
reserves stating why
they are held
Amount of reserves held Para 1.22 0
Reasons for holding zero Para 1.22 Expenditure will be on
reserves defibrillators as opportunities
arise. There are no overheads.
Details of fund materially Para 1.24 0
in deficit
Explanation of any Para 1.23 No uncertainties
uncertainties about the
charity continuing as a
going concern
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 Thames Valley Heartbeat
document Constitution
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 All Trustees active as
methods including contributors to the charity and all
details of any were founders of the charity
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
Charity name Other name the charity uses Registered charity number
Charity's principal address
Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Mary Crocker Chair
2 Robert Crocker
3 Francesca Smith
4 Andrew Smith
5 Frank Epstein
6 Jacqueline Banfill
7 Cheryl Mathews
Timothy
8
Mathews
9
10
11
12
13
14
15
16
17
18
19
20
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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
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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 None held in this capacity
Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements None 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 None
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) Full name(s) Mary Christina Crocker
Position (eg Chair Secretary, Chair, etc)
Date 27[th] January 2023