## **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 D**o**
In the reporting period, th**e**
considered that the residu
COVID-19 pandemic on f**u**
still presented too great a
and elected to defer furth**e**
until mid-late 2023 at the**e**
The BHVB Charity fully e**m**
Charity Commission’s gui**d**
benefit through the provisi
care equipment to be sup**p**
care units for the benefit**o**
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.|
|---|---|---|
|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||
|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’s**G**
Policy.
Social Investment does n**o**
any part of the BHVB Ch**a**
Voluntary work does not**c**
of the BHVB Charity’s acti
rant Making
t currently form
rity’s activities.
urrently form part
vities.|
|---|---|---|
|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.|
|---|---|---|---|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
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**||
|---|---|---|
||||
|**Signature(s)**|||
|**Full name(s)**|Gerald**C**
reed|Martin Sims
Secretary
01 May 2024|
|**Position**|Chairper**s**
on||
|**Date**|01 May**2**
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