Trustees’ Annual Report for the period
From 1 June 2022 To 31 May 2023
Charity name: BIG HEARTED VALENTINES BALL
Charity registration number: 1195421
Objectives and Activities
| SORP reference | As stated in Governing Do In the reporting period, the considered that the residu COVID-19 pandemic on fu still presented too great a and elected to defer furthe until mid-late 2023 at thee The BHVB Charity fully em Charity Commission’s guid benefit through the provisi care equipment to be supp care units for the benefito cument Trustees al effects of the nd raising events risk to the charity r event decisions arliest. braces the ance on public on of critical health lied to local health f local patients. |
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| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional) You may choose to include f u rther statements where relevant about:
| SORP reference | As stated in the BHVB’sG Policy. Social Investment does no any part of the BHVB Cha Voluntary work does notc of the BHVB Charity’s acti rant Making t currently form rity’s activities. urrently form part vities. |
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| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 |
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 | Disbursement funds through the donation of 2 ‘smart’ Hospital Chairs and accessories to fulfil a request from the Bristol Heart Institute. For the reasons outlined in this report, there were no fund raising events were undertaken in this reporting period due to extenuating external conditions. |
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Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
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| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Financial Review | ||
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charities financial position remains stable and limited to one disbursement action. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | It is aim to hold reserves of not less than £2,000 to facilitate future events. |
| Amount of reserves held | Para 1.22 | £882 (assumes a cheque for £210, in favour of British Cycling for fees incurred in 2019, will not be presented to BVHB’s bank. |
| Reasons for holding zero reserves |
Para 1.22 | Reserves were allowed to fall below the £2,000 aim on the basis that in doing so it facilitated the grant of funds. Such a decision was mutually agreement of the Trustees. |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The main risk for future fund raising event planning is the probability that funds expended to organise the event may not be recovered which would place the charity in a serious financial position. |
Additional information (optional)
The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted
A description of the principal Para 1.46 risks facing the charity
Structure, Governance and Management
| Type of governing document | Para 1.25 | Constitution (based on Charity Commission template) |
|---|---|---|
| How is the charity constituted? |
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 | By mutual consent and approval by existing Trustees. |
Additional information (optional)
Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Relationship with any related Para 1.51 parties
Reference and Administrative details
| Charity name | Big Hearted Valentines Ball |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1195421 |
| Charity’s principal address | Tyne Depot, Stowey Road, Clutton, Bristol, BS39 5TG |
Names of the charity trustees who manage the charity
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Name of person (or
Dates acted if not for
Trustee name Office (if any) body) entitled to
whole year
appoint trustee (if any)
Gerald Creed
Christopher Monk
Loraine Morgan-Davies
Martin Sims
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Corporate trustees – names of the directors at the date the report was approved
Director name Not applicable
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year Not applicable
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Not applicable
Name of chief executive or names of senior staff members (Optional information)
Not applicable
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signed on behalf of | the charit y’s trustees |
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| Signature(s) | ||
| Full name(s) | GeraldC reed |
Martin Sims Secretary 01 May 2024 |
| Position | Chairpers on |
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| Date | 01 May2 024 |
BIG HEARTED VALENTINES BALL Charity No. 1195421
Statement Of Annual Account - 2022/23
| (Unrestricted Funds) Balance Brought Forward Receipts & Payments Receipts Donations Other Total Receipts Payments Costs/Expenses Donations (Disbursements) Total Payments Balance (as at year end) Statement Of Assets & Liabilities NATWEST Current Account Investments Property Creditors (see list below) Debtors (see list below) Total Summary Of Creditors & Debitors Creditors n/a Debitors British Cycling fees Feb 2020 |
2022/23 10,006 £ - £ - £ - £ - £ 9,124 £ 9,124 £ 882 £ 882 £ - £ - £ - £ 210 -£ 672 £ -- - £ cheque 210 £ |
2021/22 10,006 £ - £ - £ - £ - £ - £ - £ 10,006 £ 10,006 £ - £ - £ - £ 210 -£ |
|---|---|---|
| 9,796 £ |
Prepared By: M SIMS, Trustee BHVB 29 April 2024