2023-04-06-accounts - Hearts For Herts

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 the period

From 07/02/2022 To 06/04/2023

Charity name: Hearts for Herts CIO

Charity registration number: 1197822

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The object[s] of the CIO [is][are] The advancement of health and saving of lives for the public benefit in Hertfordshire, in particular but not exclusively, by:  Providing training and education on lifesaving CPR and defibrillator skills  Increasing the number of defibrillators in the community  Advancing the education of the public in the subject of serious bleeding  Equipping communities with Bleeding Control Kits which in the event of such an incident, may buy valuable time before the arrival of the ambulance service.
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	 Provides education in lifesaving skills through our Heartstart Lifesaver programme  Fundraises for Public Access Defibrillators and Bleed Control Kits
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have read the guidance by the Charity Commission on public benefit and our charity exists purely to benefit the public.

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	This report covers our first year as a charity. Prior to becoming a charity, we were a community group known as Heartstart East Hertfordshire and were affiliated to the British Heart Foundation from 2017-2021. In June 2021, the British Heart Foundation gave all groups 28 days notice that they would no longer support any group. Our charity was formed to continue the public benefit of learning lifesaving skills as well as to fundraise for public access defibrillators and bleed control kits to be installed across Hertfordshire for the benefit of all 24/7. Our key achievements during this time frame was the development of governance processes, opening a bank account (took 9 months), working with Hertfordshire Community Foundation to establish the foundations of the charity, securing an initial small grant to purchase training equipment and receiving a small number of donations to enable the charity to financial meet it’s costs and be financially sustainable. We were also able to create a website. We were able to deliver training to the community and start to deliver our message of the purpose for Hearts for Herts to a wider audience. Our training has enabled the wider beneficiaries to learn lifesaving skills which can buy valuable time until an ambulance can arrive, as well as how to identity their nearest defibrillator.

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	As this was our first year, our income was small but sufficent to enable us to start the charity and purchase training equipment. We had sufficent funds to take over into the next financial year and enable us to continue to build on our progress.


Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The charity does not have a reserves policy due to being a new charity and having a small income.
Amount of reserves held	Para 1.22
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24	There was no deficit.
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

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	The trustees are cofounders. In accordance to the constitution, new trustees would need to be appointed.

Reference and Administrative details

Charity name	Hearts for Herts CIO
Other name the charity uses	Hearts for Herts Charity
Registered charitynumber	1197822
Charity’s principal address	40 Lilywhites Lane Hoddesdon EN11 8FW

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Justin Honey- Jones	Chair Trustee
	Ellie Shewring	Trustee
	Sue O’Hare	Trustee

– 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 N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Exemptions from disclosure

Reason for non-disclosure of key personnel details

n/a

Other optional information

We recognise this return is late and we apologise. There was no notification that it was due and we have since taken steps to be proactively planning for it’s submission in our trustee meetings going forward.

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) Justin Honey-Jones Position (eg Secretary, Chair and Trustee Chair, etc) Date 19/05/24

Hearts for Herts CIO No (if any) 1197822 Receipts and payments accounts CC16a For the period Period start date Period end date To from 4/6/2022 4/5/2023

Section A Receipts and payments
A1 Receipts Donations 1,548 Grant 500 Interest 4 - - - - - 2,052 - - Sub total - Total receipts 2,052 A3 Payments IT Costs 300 - - - - - - - - Sub total 300 First Aid Equip 525 - Sub total 525 Total payments 825 Net of receipts/(payments) 1,227 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 1,227 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 1,548 500 4 - - - - - 2,052 - - - 2,052 300 - - - - - - - - 300 525 - 525 825 1,227 - - 1,227	Last year to the nearest £
		-	1,548	-
		-	500	-
		-	4	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	2,052	-

		-	-
		-	-	-
		-	-	-

		-	2,052	-

		-	300	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	300	-

		-	525
		-	-
		-	525	-

		-	825	-

	-	-	1,227	-
	-	-	-	-
	-	-	-	-
	-	-	1,227	-

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

Details Bank Details Details Details Details Signature #VALUE! *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 1,227 - - - - - 1,227 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Justin Honey-Jones Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
		-
		-
		-
		-
		OK
		to nearest £ Endowment funds
		-
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		-
		-
		-
		-
		When due (optional)






		Date of approval
#VALUE!	Justin Honey-Jones	5/19/2024

Charity Name No (if any) Herts 4 Herts 1197822 Receipts and payments accounts CC16a For the period Period start date Period end date To from 4/6/2023 4/5/2024

Section A Receipts and payments

to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Last year to the nearest £
	-	-	1,548
	-	-	500
	-	-	4
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	2,052

	-	-
	-	-	-
	-	-	-

	-	-	2,052

	-	-	300
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	300

	-	-	525
	-	-
	-	-	525

	-	-	825

-	-	-	1,227
-	-	-	-
-	-	-	-
-	-	-	1,227

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

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use	Details Bank Details Details Details Details *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ - - - OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional)	to nearest £ Endowment funds
				-
				-
				-
				-
				OK
				to nearest £ Endowment funds
				-
				-
				-
				-
				-
				-
				Current value (optional)
				-
				-
				-
				-
				-
				Current value (optional)
				-
				-
				-
				-
				-
				-
				-
				-
				-
				When due (optional)
			-
			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees

Signature

Date of Print Name approval