2020-12-31-accounts - Heartbeat Trust UK

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.


Trustees' Annual Report					for theperiod
From	Period start date			To	Period end date
	25	October	2019		31	December	2020

Section A Reference and administration details

Charity name Heartbeat Trust UK

Other names charity is known by N/A

Registered charity number (if any) 1185996

Charity's principal address

2 Castle Avenue

Mumbles Swansea Postcode SA3 4BA

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee(if any)
HenryMichaelGilbert	Chairman	Founder
SimonJamesTucker		Founder
Keith Lloyd		Founder
Ronald Bryn John		Founder

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
Accountant	Gerald Thomas	3 New Mill Court
		Swansea Enterprise Park
		Swansea
		SA7 9FG

Name of chief executive or names of senior staff members (Optional information)

Henry Michael Gilbert

TAR

March 2012

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

(eg. trust deed, constitution)

Charitable Incorporated Organisation How the charity is constituted

(eg. trust, association, company)

Trustees are appointed by the existing trustees. Trustee selection methods

(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;

Heartbeat Trust UK is a partner with Zoll Medical UK and British Heart Foundation (Wales).

Zoll Medical UK is the global market leader in the development, manufacture and support of this life saving equipment.

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

Summary of the objects of the charity set out in its governing document

To promote and protect the health of those who suffer an out of hospital cardiac arrest through:

a) Improving the accessibility to defibrillators (existing and new units) throughout the UK;

b) The use of public signposting to the nearest located defibrillators;

c) The use of signposting to organisations who are able to train individuals on how to administer CPR and defibrillation in order to increase the number of trained practitioners. Summary of the main The Trustees have considered the guidance issued by the Charity activities undertaken for the Commission in relation to public benefit. public benefit in relation to these objects (include within The Trust benefits the public by increasing opportunities for free access this section the statutory to lifesaving defibrillators by installing new defibrillators and improving declaration that trustees have access to existing defibrillators. had regard to the guidance issued by the Charity The Trust also aims to increase awareness of the locations of Commission on public defibrillators by improving signposting, and providing training benefit) opportunities so that members of public know where to find defibrillators

The Trust also aims to increase awareness of the locations of defibrillators by improving signposting, and providing training opportunities so that members of public know where to find defibrillators and how to use them.

TAR

March 2012

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

N/A

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

During the period the Trust has worked with communities and business Summary of the main partners to install 13 new defibrillators for free public use. achievements of the charity during the year

The Trust has worked with St Johns Wales to engage with members of the community in Wales by holding training sessions to educate the public on how to perform CPR and how use the defibrillators. The Trust has also engaged with Swansea Council and agreed plans to install 36 defibrillators across the city. Additional street signage, information boards and window stickers in retail outlets will also be used to help inform the public where the equipment is located. A programme of CPR and defibrillator training sessions will be provided free of charge by Heartbeat Trust’s partners, St Johns Wales and the Community Responder Network.

Section E Financial review

Brief statement of the The charity maintains a level of reserves sufficient to meet its liabilities as charity’s policy on reserves they fall due. Details of any funds materially N/A in deficit

Further financial review details (Optional information)

The charity received funds of £5,100, and incurred expenditure of £1,531
You may choose to include in October 2019, prior to the date of its registration as a CIO with the
additional information, where Charity Commission on 25/10/2019.
relevant about: • the charity’s principal The Trustees brought these transactions into the Trusts financial sources of funds (including statements for the period ended 31/12/2020. any fundraising);
• how expenditure has supported the key objectives of the charity;
• investment policy and objectives including any ethical investment policy adopted.

TAR

March 2012

Section F Other optional information

N/A

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) Henry Michael Gilbert Position (eg Secretary, Chair, Chairman etc) Date 26/11/21

TAR

March 2012

	Heartbeat Trust UK	Heartbeat Trust UK	Heartbeat Trust UK	1185996	CC16a
	For the period from	25/10/2019	To	31/12/2020

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 21,789 - 21,789 - - - 21,789 4,730 100 8,706 3,074 16,610 - - - 16,610 5,179 - - 5,179	Restricted funds to the nearest £ - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 21,789 - 21,789 - - - 21,789 4,730 100 8,706 3,074 - 16,610 - - - 16,610 5,179	Last year to the nearest £
Receipts from charitable activities	21,789				-
	-				-
*Sub total*(Gross income for AR)	21,789				-

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					-

Costs of charitable activities:
Marketing	4,730				-
Subscriptions	100				-
Defibrillators and defibrilator replacementparts	8,706				-
Defibrillator cabinets	3,074				-
					-
**Sub total **	16,610				-

A4 Asset and investment purchases, (see table)
	-				-
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					-

	5,179	-	-	5,179	-
	-	-	-	-	-
	-	-	-	-	-
	5,179	-	-	5,179	-

Section B Statement of assets and liabilities at the end of the period

Bank Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details 1	Restricted funds to nearest £ - - - OK Restricted funds to nearest £ - - Cost (optional) - -	Endowment funds to nearest £
		-
		-
		-
		OK
		Endowment funds to nearest £
		-
		-
		Current value (optional)
	-	-
1	-	- 29/11/2021

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Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the charity’s - -
own use - -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
Date of
Signature Print Name
approval
Henry Michael Gilbert 26/11/2021
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CCXX R2 accounts (SS)

29/11/2021