Trustees’ Annual Report for the period
From 1 Jan 2021 To 31 December 2021
Charity name: Meon Valley Heartstart
Charity registration number: 1190496
Objectives and Activities
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SORP reference
Summary of the Para 1.17 1. To advance the education and
purposes of the charity promotion of good practice in life
as set out in its saving skills and how to cope safely in
governing document the event of a medical emergency
until professional help arrives. This
will be achieved through the provision
of training, equipment, facilities and
communication for the benefit of the
general public of all ages in the South
of England.
2. To advance the education of pupils
at schools and colleges in the South
of England by providing training and
assisting in the provision of
equipment, not required to be
provided by the local education
authority. This includes good practice
in life saving skills and how to cope
safely in the event of a medical
emergency until professional help
arrives.
Summary of the main Para 1.17 and 1. Creation of on-line training
1.19
activities in relation to materials in critical life-saving skills
those purposes for the
public benefit, in 2. Running public courses or running
particular, the activities, courses for community organisations
projects or services in critical life-saving skills
identified in the
accounts. 3. Running one-off courses or a
regular programme of courses to
schools
Statement confirming Para 1.18 The trustees can confirm that the
whether the trustees organisation has undertaken all
have had regard to the activities with regard to the guidance
guidance issued by the on public benefit issued by the
Charity Commission on Charity Commission
public benefit
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Achievements and Performance
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SORP reference
In 2021, the organisation has trained
5,383 people (4,901 children and 482
adults) in critical life saving skills.
Summary of the main Para 1.20 This is a significant increase on 2020
achievements of the (badly impacted by Covid-19) and
charity, identifying the above our annual target of 4,867.
difference the charity’s Although difficult to assess the
work has made to the utilisation of the skills that have been
circumstances of its taught, the organisation is aware of 2
beneficiaries and any occasions in 2021, where an
wider benefits to society individual trained by Meon Valley
as a whole. Heartstart has been able to intervene
and save a life with the skills attained
as result of the training.
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Financial Review
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Review of the charity’s Para 1.21 The Meon Valley Heartstart
financial position at the organisation reviewed its finances at
end of the period a management team meeting post
financial year end. Over the past
twelve months, due to covid
restrictions, the teams ability to
collect donations at public events was
impeaded. The past year was the first
in the twentyone years of operation
that it recorded a small defict. To help
increase donations a donate buttom
was added to the organisation’s web
page site. A plan was put in place to
investigate the possible use of a
credit card reader for collection of
donations at future public events.
Statement explaining the Para 1.22 The Meon Valley Heartstart
policy for holding organisation do not hold any reserved
reserves stating why funds.
they are held
Amount of reserves held Para 1.22 None
Reasons for holding zero Para 1.22 The organisation has no onging
reserves financial commitments. Expenditure
such as venue hire are on an as
required basis. Any future
expenduture will be meet from
current funds and future public
donations.
Details of fund materially Para 1.24 The Meon Valley Heartstart charity
in deficit has no subsidary undertakings and do
not plan on having any in the future.
Explanation of any Para 1.23 At the annual Meon Valley Heartstart
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uncertainties about the financial review there were no charity continuing as a concerns regarding the charities going concern ability to continue to meet it’s planned objectives and goals.
Additional information (optional)
You may choose to include further statements where relevant about:
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Most of the organisation’s funds come
from public donations
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 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 No constitutional provisions other
methods including than trustee agreement at a general
details of any meeting.
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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Additional information (optional)
You may choose to include further statements where relevant about:
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Under review following the change in
affiliation to the British Heart
Policies and procedures Foundation.
adopted for the Para 1.51
induction and training of
trustees
The organisation is made up of a
board of trustees (with various roles,
The charity’s see below), trainers and training
organisational structure Para 1.51 assistants. Some of the assistants
and any wider network provide support for fundraising and
with which the charity marketing activities.
works
The organisation has previously
affiliated to the British Heart
Relationship with any Para 1.51 Foundation (BHF). In 2021, the BHF
related parties decided to withdraw all reference to
the Heartstart scheme and remove
their official sanctioning of a
Heartstart programme. Meon Valley
Heartstart have decided to continue
(with BHF agreement) with the
Heartstart brand but removal all
reference to the BHF.
Other
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Reference and Administrative details
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Charity name Meon Valley Heartstart
Other name the charity None
uses
Registered charity 1190496
number
Charity’s principal 8 Eastways,
address Bishops Waltham,
Hampshire,
SO32 1EX
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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 Ursula Nicol Secretary
2 David Williamson Training Manager
Dr Stephen Medical Officer
3
Smallwood
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4 Gary Ford Chair
Roger Treasurer
5
Freemantle
Justine Technology Officer
6
Greenfield
7 Diane McLean Safety Officer
Gill Cooper Schools Liaison
8
Officer
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
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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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
Exemptions from disclosure
Reason for non-disclosure of key personnel details
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) Gary Peter Ford
Position (eg Chair Secretary, Chair, etc)
Date 11Jan2022
M E O N V A L L E Y H E A R T S T A R T
R O G E R F R E E M A N T L E Financial Summary for year 1[st] April 2021 – 31[st] March 2022
1 M a l v e r n C l o s e Bishops Waltham Hampshire SO32 1AY 014 8989 4950
30[th] June 2022
The year has shown a better result than we have had for the previous two years during the Covid epidemic. These two year saw us providing education through the internet with very little face to face contact and as a consequence our donations were very limited. With the return of face to face training, donations into our collection tins at courses and directly via bank transfer, online gifts and cheques much improved our income.
As well as donations just mentioned, we received a grant from Winchester City Council towards updating equipment and IT costs. There were no fund raising events during this financial year.
MEON VALLEY HEARTSTART
Summary[of][Accounts]
Year Ending 31st March 2022
| 2021 | INCOME | 2022 |
|---|---|---|
| £1,670 | Donations | £2,940.68 |
| FundRaising | £0.00 | |
| Grants | £555.00 | |
| Collction Boxes | £1,721.95 | |
| Gift Aid HMRC | £230.02 | |
| Web | £53.05 | |
| subtotal | £5,500.70 | |
| £4 | Interest | £0.20 |
| Total Income | £5,500.906 |
Balance 1st April 2021
| Current | A/C | £3,746.83 |
|---|---|---|
| Deposit | A/C | €2,192.68 |
| £5,939.51 |
| 2021 | EXPENDITURE | 2022 |
|---|---|---|
| £467 | Travel & Mileage | £1,337.00 |
| £160 | Stationery Post Tele | £79.99 |
| £333 | Training Equipment | £458:59 |
| Insurance | £330.00 | |
| DBS | £30.00 | |
| Ink/Printing | £201.72 | |
| T Costs | ||
| Polo Shirts | £120.00 | |
| £65 | Training Supplies | £69.79 |
| Misc | £303.79 | |
| Total Expenditure | £3,684.98 | |
| Balance 31st March 2022 | ||
| Current A/C | £5,562.55 | |
| Deposit A/C | £2,192.88 | |
| £7,755.43 |
Hon Treasurer
Date QEA Np mA Qa.
(R Freemantle)
Hon Examin
Date \3 [sho
A Ee Crabb
| MEON VALLEY HEARTSTART | MEON VALLEY HEARTSTART | MEON VALLEY HEARTSTART | MEON VALLEY HEARTSTART | CASH BOOK | CASH BOOK | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Income 2021 / 2022 | |||||||||||
| Date | Bank | Donations | Fund Raising |
Grants | Collction Boxes |
Gift Aid HMRC |
Website | Interest | sourse | ||
| 07 Apr 21 | £24.01 | £24.01 | Vic Short donation £25 | ||||||||
| 19 Apr 21 | £97.23 | £97.23 | multi web donations | ||||||||
| 04 May21 | £24.25 | £24.25 | George Graydonation £25 | ||||||||
| 20 May21 | £19.17 | £19.17 | Chris Lucas donation £20 | ||||||||
| 24 May21 | £31.27 | £31.27 | HMRC | ||||||||
| 15 Jun 21 | £86.25 | £86.25 | HMRC | ||||||||
| 28 Jun 21 | £60.00 | £60.00 | PCC Ecclesi | ||||||||
| 07 Jun 21 | £0.05 | savings account | |||||||||
| 01 Jul 21 | £2.50 | £2.50 | HMRC | ||||||||
| 09 Jul 21 | £9.48 | £9.48 | Marc Harder donation £10 | ||||||||
| 13 Jul 21 | £100.00 | £100.00 | Wilton House | ||||||||
| 15 Jul 21 | £230.50 | £230.50 | Collection Boxes | ||||||||
| 16 Sep21 | £6.25 | £6.25 | HMRC | ||||||||
| 06 Sep21 | £0.05 | savings account | |||||||||
| 20 Sep21 | £24.25 | £24.25 | BeverlyLambert donate £25 | ||||||||
| 30 Sep21 | £6.25 | £6.25 | HMRC | ||||||||
| 01 Oct 21 | £90.00 | £90.00 | cheques | ||||||||
| 01 Oct 21 | £25.85 | £25.85 | Janis Romer | ||||||||
| 01 Oct 21 | £54.76 | £54.76 | Collection Boxes | ||||||||
| Daniel Stanleydonated £25 | |||||||||||
| 04 Oct 21 | £48.41 | £48.41 | People's Fundraising | ||||||||
| 06 Oct 21 | £32.50 | £32.50 | HMRC | ||||||||
| 07 Oct 21 | £6.25 | £6.25 | HMRC | ||||||||
| 08 Oct 21 | £6.25 | £6.25 | HMRC | ||||||||
| 19 Oct 21 | £48.65 | £48.65 | On linegiving | ||||||||
| 19 Oct 21 | £344.75 | £344.75 | Collection Boxes |
RF / Inc 2021‐22
Page 1 of 3
| Income 2021 / 2022 | Income 2021 / 2022 | Income 2021 / 2022 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | Bank | Donations | Fund Raising |
Grants | Collction Boxes |
Gift Aid HMRC |
Website | Interest | sourse | ||
| 21 Oct 21 | £6.25 | £6.25 | HMRC | ||||||||
| 22 Oct 21 | £300.00 | £300.00 | Hannah Ettridge | ||||||||
| 02 Nov 21 | £100.00 | £100.00 | |||||||||
| 03 Nov 21 | £25.00 | £25.00 | NORTHAMPTON LPC | ||||||||
| 05 Nov 21 | £58.28 | £58.28 | People's Fundraising | ||||||||
| 05 Nov 21 | £8.75 | £8.75 | HMRC | ||||||||
| 06 Nov 21 | £6.25 | £6.25 | HMRC | ||||||||
| 11 Nov 21 | £2.50 | £2.50 | HMRC | ||||||||
| 12 Nov 21 | £3.75 | £3.75 | HMRC | ||||||||
| 17 Nov 21 | £6.25 | £6.25 | HMRC | ||||||||
| 01 Nov 21 | £270.00 | £270.00 | Collection Boxes | ||||||||
| 19 Nov 21 | £72.25 | £72.25 | People's Fundraising | ||||||||
| 24 Nov 21 | £245.70 | £245.70 | Boxes | ||||||||
| 08 Dec 21 | £250.00 | £250.00 | £0.05 | Wickham Community | |||||||
| 23 Dec 21 | £120.00 | £120.00 | Village Praactice BGC | ||||||||
| 31 Dec 21 | £215.60 | £215.60 | Collection Boxes | ||||||||
| 31 Dec 21 | £5.01 | £5.01 | Janis Romer | ||||||||
| 06 Jan 22 | £0.98 | £0.98 | Card Readers Test | ||||||||
| 14 Jan 22 | £0.98 | £0.98 | Card Readers Test | ||||||||
| 18 Jan 22 | £2.94 | £2.94 | Card Readers Test | ||||||||
| 26 Jan 22 | £100.00 | £100.00 | Chatterbox | ||||||||
| 26 Jan 22 | £75.00 | £75.00 | Parade CommunnityPreschool | ||||||||
| 26 Jan 22 | £36.00 | £36.00 | |||||||||
| 27 Jan 22 | £3.75 | £3.75 | Gift Aid | ||||||||
| 27 Jan 22 | £150.00 | £150.00 | Arbour Dental | ||||||||
| 28 Jan 22 | £50.00 | £50.00 | Wessex Cardiac Heartbeat | ||||||||
| 03 Feb 22 | £600.00 | £600.00 | Hound Parish Council | ||||||||
| 04 Feb 22 | £14.51 | £14.51 | Donation Button | ||||||||
| 04 Feb 22 | £495.00 | £495.00 | Winchester CityCouncil |
RF / Inc 2021‐22
Page 2 of 3
| Income 2021 / 2022 | Income 2021 / 2022 | Income 2021 / 2022 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | Bank | Donations | Fund Raising |
Grants | Collction Boxes |
Gift Aid HMRC |
Website | Interest | sourse | ||
| 21 Feb 22 | £4.82 | £4.82 | Donation Button | ||||||||
| 21 Feb 22 | £80.00 | £80.00 | New Forest Rotary | ||||||||
| 02 Mar 22 | £360.64 | £360.64 | Collection boxes | ||||||||
| 04 Mar 22 | £24.01 | £24.01 | On linegiving | ||||||||
| 07 Mar 22 | £100.00 | £100.00 | £0.05 | RomseyGolf Club | |||||||
| 09 Mar 22 | £100.00 | £100.00 | New Forest Rotary | ||||||||
| 16.3.22 | £2.50 | £2.50 | Gift Aid | ||||||||
| 21 Mar 21 | £9.71 | £9.71 | Donation Button | ||||||||
| 22 Mar 22 | £0.98 | £0.98 | Card Readers Test | ||||||||
| 28 Mar 22 | £100.00 | £100.00 | BW Scout Group | ||||||||
| 31 Mar 22 | £1.96 | £1.96 | Roger Card Reader Test | ||||||||
| 31 Mar 22 | £12.50 | £12.50 | HMRC | ||||||||
| 31 Mar 22 | £100.00 | £100.00 | CountyBowlingClub | ||||||||
| £5,500.70 | £2,940.68 | £0.00 | £555.00 | £1,721.95 | £230.02 | £53.05 | £5,500.70 | ||||
| £0.20 |
RF / Inc 2021‐22
Page 3 of 3
| MEON VALLEY HEARTSTART | MEON VALLEY HEARTSTART | MEON VALLEY HEARTSTART | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Expenditure 2021 / 2022 | |||||||||||||||
| Date | CQ no | Bank | Travel & Mileage |
Stationery Post Tele |
Training Equipment |
Insuranc e |
DBS | Ink / Printing |
I T Costs | Polo Shirts |
Training Supplies |
Misc | Expenditure 2021/2022 |
||
| Total | claimant | ||||||||||||||
| 7 | 07 Apr 21 | £65.07 | D Williamson | £39.60 | £15.00 | £10.47 | £65.07 | ||||||||
| 8 | 13 Apr 21 | £19.99 | U Nicol | £19.99 | £19.99 | ||||||||||
| 9 | 07 Jun 21 | £321.45 | J Greenfield | £321.45 | £321.45 | ||||||||||
| 10 | 19 Jun 21 | £330.00 | Hyde Insurance | £330.00 | £330.00 | ||||||||||
| 11 | 24 Jun 21 | £45.00 | Church Hall | £45.00 | £45.00 | ||||||||||
| 12 | 11 Jul 21 | £455.72 | D Williamson | £187.20 | £15.00 | £36.47 | £112.65 | £98.40 | £6.00 | £455.72 | |||||
| 13 | 11 Jul 21 | £97.20 | RoyBayntun | £97.20 | £97.20 | ||||||||||
| 14 | 26 Jul 21 | £47.70 | G Pilkington | £47.70 | £47.70 | ||||||||||
| 15 | 17 Aug21 | £15.00 | Hall Hire | £15.00 | £15.00 | ||||||||||
| 16 | 23 Aug21 | £195.30 | S Smallwood | £195.30 | £195.30 | ||||||||||
| 17 | 17 Sep21 | £15.00 | Hall Hire | £15.00 | £15.00 | ||||||||||
| 18 | 27 Sep21 | £140.00 | J Greenfield | £140.00 | £140.00 | ||||||||||
| 19 | 03 Oct 21 | £129.60 | Solent Design | £129.60 | £129.60 | ||||||||||
| 20 | 04 Oct 21 | £15.00 | Hall Hire | £15.00 | £15.00 | ||||||||||
| 21 | 10 Oct 22 | £20.00 | Community1st | £20.00 | £20.00 | ||||||||||
| 22 | 18 Oct 21 | £389.68 | D Williamson | £304.20 | £15.00 | £25.97 | £21.60 | £22.91 | £389.68 | ||||||
| 23 | 01 Nov 21 | £73.84 | J Greenfield | £73.84 | £73.84 | ||||||||||
| 24 | 02 Dec 21 | £80.00 | J Greenfield | £80.00 | £80.00 | ||||||||||
| 25 | 06 Dec 21 | £53.10 | RoyBayntun | £53.10 | £53.10 | ||||||||||
| 26 | 09 Dec 21 | £126.45 | Janice Romer | £126.45 | £126.45 | ||||||||||
| 27 | 29 Dec 21 | £294.80 | D Williamson | £198.95 | £15.00 | £54.97 | £25.88 | £294.80 | |||||||
| 28 | 15 Jan 22 | £275.00 | Marcus WayVideo | £275.00 | £275.00 | ||||||||||
| 29 | 31 Jan 22 | £100.00 | J Greenfield | £100.00 | £100.00 | ||||||||||
| 30 | 03 Feb 22 | £77.40 | S Smallwood | £77.40 | £77.40 | ||||||||||
| 31 | 03 Feb 22 | £9.90 | D Mclean | £9.90 | £9.90 | ||||||||||
| 32 | 21 Feb 22 | £197.79 | R Freemantle | £197.79 | £197.79 | ||||||||||
| 33 | 25 Feb 22 | £53.99 | Speakers | £53.99 | £53.99 | ||||||||||
| 34 | 28 Feb 22 | £16.00 | Hall hire | £16.00 | £16.00 | ||||||||||
| 35 | 28 Mar 22 | £10.00 | CommunbityFirst | £10.00 | £10.00 | ||||||||||
| 36 | 14 Mar 22 | £15.00 | Batteries | £15.00 | £15.00 | ||||||||||
| 37 | 29 Mar 22 | £10.00 | Community1st | £10.00 | £10.00 | ||||||||||
| £3,694.98 | Year to date | £1,337.00 | £79.99 | £458.59 | £330.00 | £40.00 | £201.72 | £754.10 | £120.00 | £69.79 | £303.79 | £3,694.98 | |||
| Balance c/f | |||||||||||||||
| 31 Mar 20 | current | £4,302.60 | |||||||||||||
| 31 Mar 20 | premium | £2,189.83 | |||||||||||||
| £10,187.41 |
RF / Exp 2021‐22
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