## **Trustees’ Annual Report for the period** **From** 1 Apr 2024 **To** 31 March 2025 **Charity name:** Meon Valley Heartstart **Charity registration number:** 1190496 ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes of Para 1.17 1. To advance the education and promotion of
the charity as set out in its good practice in life saving skills and how to
governing document cope safely in 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 materials in
1.19
activities in relation to those critical life-saving skills
purposes for the public
benefit, in particular, the 2. Running public courses or running courses
activities, projects or for community organisations in critical life-
services identified in the
saving skills
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 organisation
whether the trustees have has undertaken all activities with regard to the
had regard to the guidance guidance on public benefit issued by the
issued by the Charity Charity Commission
Commission on public
benefit
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## **Achievements and Performance** SORP reference |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|In 2024, the organisation trained 5,645 people
(4,573 children and 1,072 adults) in critical life
saving skills.
This brings the total number of people trained
since the organisation began to 41,497.
If training delivery continues to maintain this
pace in the coming years, we will meet our
target of training 75,000 people by 2030.
This is a significant increase on our 2022
figures (3,986) largely brought about by a
renewed focus on our schools programme,
driven by our training manager, scheme co-
ordinator and our recently recruited schools
liaison officer.
Although difficult to assess the utilisation of
the skills that have been taught, the
organisation continues to be made aware of
instances where an individual trained by Meon
Valley Heartstart has been able to intervene
and save a life with the skills attained as result
of the training.| |---|---|---| ## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 The organisation’s finances have improved
financial position at the end over the last 12 months as it shood with the
of the period addition of a dedicated fundraising lead. An
increased level of grant funding has been
added to the ongoing public support that the
organisation receives. This has allowed
significant new expense as we modernise our
training capabilities.
Statement explaining the Para 1.22 The Meon Valley Heartstart organisation do
policy for holding reserves not hold any reserved funds.
stating why they are held
Amount of reserves held Para 1.22 None
Reasons for holding zero Para 1.22 The organisation has no onging financial
reserves commitments. Expenditure such as venue hire
are on an as required basis. Any future
expenditure will be meet from current funds
and future public donations.
Details of fund materially in Para 1.24 The Meon Valley Heartstart charity has no
deficit subsidary undertakings and do not plan on
having any in the future.
Explanation of any Para 1.23 At the annual Meon Valley Heartstart financial
uncertainties about the review there were no concerns regarding the
charity continuing as a going charities ability to continue to meet it’s
concern planned objectives and goals.
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## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Most of the organisation’s funds come from
public donations and grants from local
community organisations.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|No constitutional provisions other than trustee
agreement at a general meeting.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|We have recently updated our Health and
Safety and Safeguarding procedures as long as
creating our diversity and inclusion policy. All
documents have been reviewed and agreed by
all trustees.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The organisation is made up of a board of
trustees (with various roles, see below),
trainers and training assistants. Some of the
assistants provide support for fundraising and
marketing activities.| |||| |---|---|---| |Relationship with any
related parties|Para 1.51|The organisation has previously affiliated to
the British Heart Foundation (BHF). In 2021,
the BHF 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||Our current chair, Gary Ford, left early in 2025
and has be replaced.| ## **Reference and Administrative details** |Charity name|Meon Valley Heartstart| |---|---| |Other name the charity uses|None| |Registered charity number|1190496| |Charity’s principal address|8 Eastways,
Bishops Waltham,
Hampshire,
SO32 1EX| ## **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 Ursula Nicol Secretary
David Williamson Training Manager &
2
Scheme Coordinator
Dr Stephen Scheme Director
3
Smallwood
4 Gary Ford Chair
5 Roger Freemantle Treasurer
6 Justine Greenfield Technology Officer
7 Diane McLean Safeguarding Officer
8
9
10
11
12
13
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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 **Trustee name Dates acted if not for whole year** ## **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)** Roger Anthony Freemantle **Position (eg Secretary,** Treasurer **Chair, etc) Date** 13 May 2025 MEON VALLEY HEARTSTART Summary of Accounts Year Ending 31st March 2025 2023124 INCOME 2024125 2023124 EXPENDITURE 2024125 Donations Grants Collection Boxes Credit Card Gift Aid HMRC Web Miscellaneous Auction £5.758.64 £750.00 £1,819.13 £680.74 £253.53 £426.93 £1.228.rxi £239.85 b total £11.15632 £178.48 Travel & Mileage Stationery Post Tele Training Equipment Insurance £1,735.70 £160.00 £9.850.25 £386.28 £90.00 £141.58 £881.26 £246.60 £133.25 £90.00 DBS InVpapePrinting l T Costs Polo Shirts Train+n8 Supplies Misc Interest Total Inmme £11,335.30 Balance 1st April 2024 Totsl Expendlture Balance 31st March 2025 £13.714.92 Current Alc Oeposlt A/C £6.316.21 £12.224.13 Current Alc Deposlt Alc £3,758.11 £12802.61 Gr055 Value £18.540.34 Charity Value £16.160.72 summary Start ofyear Income for year Total revenuefor yr Expenditure for year Ring Fenced End of Yr Netvalue £18,540.34 £11.335.30 £29.875.64 £13,714.92 -£750.00 £15,410,72 Note: £7501s rln£ fenced for the Soberton Vllla8e Defibulator projert. Hon Treasurer Date 2E)'25 IR Freemantlel Hon Examiner Date &idL 20/,-12o,,