BRITISH HEART RHYfHM SOCIETY REGISTERED CHARITY NUMBER= 273307 REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31-Ma -24 FOR BRITISH HEART RHYTHM SOCIETY BRITISH HEART RHYTHM SOCIErY CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2024 Page Reference and AdmSnistrative Details Report of the Trustee5 Independent Examinerfs Report Statement of Financial Activities Balance Sheet Note5 to the Financial Statements Detailed Statement of Rnanclal Attivitie5 2T04 8TOII 12 BRITISH HEART RHYTHM SOCIETY Reference and Administratlve Deta115 ointed 0110612014 0511012021 0511012020 0111012020 01/1012020 0111012020 0111012016 0511012019 05/1012019 01/1012019 0111012019 0111012019 01110/2016 0111012019 0111012019 0911012018 06110/2018 0511012017 0511012022 0511012022 0511012022 0511012022 0511012022 2510912023 2510912023 Trustees Dr Alistair Slade Cristiana Monteiro Catherine Laventure Stephen Murray Dr Pier Lambaise Dr Vivienne Ezzat Ja50n Collinson Holly Daw Angela Hall Dr Paul Folev Dr Ross Hunter Dr Ashley Nisbet lan James Wright Sarah Clarke Claire O'Neill Dr Joseph de Bono Eleri Gregory Dr John Paisey Amy Dutton Philip Durkin Chloe Howard Bridgette Smith Anya Murray HoneyThomas Sophie Robinson Removal 2510912023 2510912023 2510912023 25/0912023 0511012022 0511012022 0511012022 0511012022 05110/2022 05/1012022 Trustee Trustee Trustee Trustee 2510912023 Trustee Trustee PRINCIPAL ADDRESS 24A Market Street Disley Cheshire 5K12 2AA 273307 RE615TERED CHARITY NUMBER INDEPENDENT EXAMINER Jacqueline Ford FCCA 12b Kennerlevs Lane Wilmslow Cheshire SK95EQ Page I tll5H HEARTRHYrM REPOATOFYHÉTR FOR THEYEARENDED ThÈtTU5tEE5 pre5enttheirrep0rtvj1ththefinanc￿1St*wn￿ts of*he¢harityfortheyewended 31 May 2024 The truStee5ha¥e adDPtedthepr0Iry51onsofAccounity and Peportin8 by(haritips.' 51at*mÈThtof Recommended PrictlcÈ aP￿ltablet4¢h￿gieS preparinEth￿r￿¢OunIsIn aEcordancÈW￿￿tshmartth1l Rep(rtll5St￿￿daPpIit￿e knthpUK and Ripubllcof Irdènd IFRS 102lleffÈctlvèlJInvarylO￿1. OBJECllVE5NJIDAcfwinES Obl¢¢tlv* ThEadvJncementofkDowWEelnghearea ofarttfitsal heartand knrreaimentol(èrdlJc¥rWhmla Indudlfig dectrophys￿1o8iCal di16n￿tIt3fftd theiapevllcmEthud5. BHR5154 ￿h￿tabl￿sac1Ety5Upp￿rtknsd10IcaI ¥(Jff treaistsgpatieTrtswih [￿dI1(rhythM dts￿der￿ Its ￿1￿1¢ni4105￿pptytthQlr membetsinthÈwaim Drprov￿InSc3r@0t thehl8he5tquaitytoall p*ientswithtar(hairtryttmdisord¥5. Si6nthièntattriitle5 The 8[1t￿h Heart RhY&Un5￿1etyl￿N￿Sj held tsAnnua5Gtneral MeetinEon 2SthSepternberlol3￿lZ0vm.rn5Yejr maikedthe end ofA1I5t￿r￿ad&StEThiaI BHR5Pr￿drt WthElÈrlRohertsOima¥yann￿teddsl￿s5u[tesIor. Ak* h*hlBhtoftheywwJs SHRSsinwitabon bythe Bffttsh CardlLvascularSodetyl8C5ltololn the ntwty e5tablbhed Bt5 Ptolossiofflal Execudve.Th￿ t￿￿bor￿lIVe8rWp brfngS¢￿¢th¢rmlILYQrSan1￿t￿n5foaddrl5￿Profe5sknn￿l pdlLy ar￿SE13t￿￿k￿atte[SwIthI￿th￿Card[Q¥aScU￿r￿QMm￿D1ty. PaBe2 6ulthnÉ Onthesuttess ufthpinau6ural BHR55YMp051u￿ the Eduotion Committepor£aNsed & h3nd￿n￿r￿n[nE slmul3tiondtylortrainee5 in November2023.A&dIi￿7?1lv. Ihe British HeartfthythmSÈs*(A)S-èmulti-dayev￿t-ts￿k actin Febtyaty2024irt Mè￿￿ter. Movifis forvlaid. BWR5plbThsto irAatèthe lotation ofth*seevertts a¢rOSS¢h¢uKt4 en5uiea((e55ibilityFDrallrnErnber5 TheSodetyremakn5 conmnittedttsts nQt-ftr*rofit*h05.offertngbursaT*4S needed WpriOrr¢iSinghigh*u￿1tyedu(*l￿l. ThewEbIn￿pfO1rl￿ W￿lurd￿￿PI￿ded, offefing more spedaiisedtLpI(sandtsr6&tsd Th￿efveeWebinaTS, ￿e￿￿￿￿￿toSup￿rtrnÉMber$PUrs￿l￿80HRsIt(redrtltiull, ttainir&or*ddoxperd* have bwtx¢eptityalywdl- rE[￿VE0. In le￿S ofdhicalguidarttÈ. BHAsr￿E￿ed upd￿ed6UldeIineSIormanI1hngpjt1eThts With c¥dla¢ IMpl￿￿bleeIectrOn Ice5 ICIED513rDundsurgeryaidforth¢Smplant?tiOn andfdlow-upof ￿rdIa[ rhythmman&iernentdthqtos. Prlcti suld￿ceWèsa￿Ots$UedClTh￿I5EU￿ti￿￿￿B KD5hDd¢thÉrapykn￿*f4rfe care. A NalknnalDaEètsa5pof CardSicthythm Manauornonticfimj ¢ontactiDfoimatlonwa5ttevelope￿ strèamiinihBthe The 8HASrOnttlW￿OfiWK rty￿ed tg darffythitelerted coun￿1 membertaThseNe nOmLYeihanlwolenn5. be t0n5ewfjveLyTrDn￿0n50cufj¥￿. Membershipsrowth ha5been 5tron& drivpnl4rgdybythÈreqdrementfor BHRS memberyhipt05itthee¥akn oi aPp￿lor rex(retht*iOts. Membershipiswidelyre￿MIsed a5akevml￿llnQ Incareerpragre551th7.partlcul¥lyforc¥dla¢ ph￿￿￿￿¥15￿Thl4yeaT4lsOs3WlheIntrQdUcIion ofa new Physitsan exh￿bruadPnIn￿thqSa[l￿5qX￿rn1n￿tI0n portlolla. 5 cDntinuestOSUPPOrtrEseKththrouih Its KtuhltéfttrÈrti￿GrWP.wbIth T*￿￿[￿￿￿*t￿ th15[U55￿d advènc? rese¥ch pl0p￿al$¥¢r0sstheu￿.TheSgQetyh15fQrfft￿l repre5entstion onthe Biftlsh C￿rd￿￿￿CU1Ir5UUÉtyAe￿deM1C$ Rpsearth Cununittee￿￿(onlrIbUIe51Othe UKCardoVasculartria￿tVffid￿È appll¢Jtiontothebritish Meart FouThdèbon. In audit anddatècollettiots. BH￿ iernèlt* èstrunEadYuiate. De￿[el￿d abl￿10￿ procEduredat4 submliied bya ceniresto NICOQ supPrf￿by BHR55tan¢artt5documehts Forcardlècimplantèb￿d￿cÈ%èThd al4al￿n. Pi6e3 ThITrurteÈsconfirmthatthwh6vErornpIEedwith th￿rdUtYu￿derSe￿1Thi4rfthe£hè￿t￿$Att2￿l IfohJvtdut rwrdtotheCh?rMyComm￿siOTr,5se￿ttaIEV1O4nCe0n publiibpnpf VL4unteus Th•Ch&rity ￿￿¥s¢S￿￿Vrtee1stts3￿1stIntheyWVrk. RT R THEYEARENDED FINANc￿LREVIEw Rt&ÈNe5pohLy ThefeseNe5PDllrywas ￿ended1¢ mèlntain èminimurnof £45.OW lffl thèbank¢urrthtaCCOunta5 1 r¢s￿l0￿e￿i &iy unlotesew expendiILYerequlremfnts.TheTr￿1￿ èresat15fiEdthirtheor8anisaUon conJn¥estoexpand its icbiryties pursuitolits 4re¢d mi4sionsand th*theu5eolthéChatty's rewurce5 ha5been5enslbl•&id thi¥e. TheTNstÈ COnSldprth@cutrentlÈvelof Unre$trk￿ res•*esto Ow4tinEand R•vl•w rkn8lh¢ye¥. thechat1￿stQtllIn{Ornh￿réSo￿r￿￿è$£ZI4727. EXPenthtu￿IOrthÈ¥ea1￿a$E16?l62.Th2thari￿s et￿Com•frrftbtvéarWaS£47s66 ￿dth¢tot￿fund5 carr￿lorw￿d￿￿￿e£2l49 TheTnisttt5areSL￿sfi¢dth•tIheOlga1)i￿￿(1)t￿￿￿UPStlleXP￿nd Its act￿1￿4￿pUts￿¢ofrtsè5reed mI55￿￿5a￿d that the Use￿￿be(hanty'5re50urre5hl56unSen￿b1ÉJndeffeCl￿e.Thet[ustfiES￿￿&(EtrfPdout9￿ ￿Se55￿￿￿ anda happythJtrhech4rity&ègtyDgconcÈrn. 5TRUCIURLGOVERNA*4CEANOMANAGEMENr 6O¥ernlThsDo￿vnenl The tharrtyiS¢tyltmlled bytstoveFninsdDcuThnk a*¢ oftrJsL and£anSLrtute54n unincwtatod tharhty. R￿u￿£￿e￿ta￿￿dp￿ntsnÉntQI newtturte The man¥ementoftb¢¢hailty tstherespon5ibilty0ftheTn￿t￿￿ whDarè •ndctropted undprtt*termiofthe Trustdeed.7herefflu5talalltime5bpamlnlmum ofthreefivstees In Office.ThpfirsETnirt88KwÈén￿￿1dIohdd rffl¢e for11￿. Nw*TnwÈsare3pwintedby are5omrtl￿PA5SedbythÈ￿￿siee$lTrspeCknIMeetlnI. £keIn￿OI10n1 StrLlCture TheatthrtVÈ50f Heart RhythmsotittylBH￿)a￿e0r8￿nlSQdtyr￿C￿￿(l1 ofthbtrouplseèlst Df7fuSt44$1. lffldyctkin andtrainingof newt￿steps tlÈvJ Tiustoosundergo anc￿ents1￿)n pmcess tobrfèfth8m an Obl￿￿A$￿mdQrth8i1￿IaW.theCh￿￿ty,S da(uMeTht5,th8com￿tte￿a￿dd￿￿sI￿)fftakinsproEP5S. the bu51aE55plan androcent performonceof thethorrty. Ournsthe Indu(tion proce55thoyrnÈÈtkeyemp￿e￿ indothertru5tee5. TIusteesJre ¢ncouiagedtoaittt ppr￿rI4l￿QXtèM1l￿1fitemjltra1￿lnswts￿l￿ch Willa￿1511heM carryknyouttheirrole. Approved byardqrofthÈbD¥doftrnstÈÈs Dn Dn ts behallb¥'. 28 Jan 2025 E￿) Grtgtyv TrUSTEE Pa8e4 BRITISH HEART RH￿Hm SOCI INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF BRITISH HEART RHYTHM SOCIErY Independent examiner's report to the trustees of British Heart Rhythm Society report to the charity trustees on my examination of the accounts of the British Heart Rhythm Society Ithe Trust) for the year ended 31 Responsibilities and basis of report As the charity trustees of the Trust you a￿ responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 C the Act'l. I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions Eiven by the Charity Commission under Section 14515llbl of the Act. Independent examiner's Statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect= Accounting record5 were not kept in respect of the Trust as required by section 130 of the Act: or The accounts do not accord with those records,. or The accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities IAccounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Jacqueline Ford FCCA 12b Kennerleys Lane Wilmslow Cheshir %9 Jan 2025 Date.. page 5 ttlSH HEARTRHVTHMSOCIErY srATEMENr FFINANaALAcrivi FOR THEY DED JLMAY 20241knY¢sthctsJ 202aTthèI F¥nds InCa￿and EndOWmtht￿1jrn OtherTr?1th8Pth¥ibe5 214.n7 Totsl 214.717 154728 £ostafGeneratsnK Fund5 167.162 177,662 T*itsl 167.162 177.662 Net knrvmtllEwndlturel 47,566 IZQ934 197,372 21&306 Yoi•l FurtdSC*rrf￿F￿r￿lr￿ 244.938 197,37 g¥Eefj 8Rrr H HEARTRHV7HMSO 014 2021Unr85trknd Fund Funds AxEdAswts CurrentAs*ts Debts Lo?n lu MillbroDkMEdKal C￿h bank so.( 248.1 198.961 Credltors Amountf4bn8duewiihinoneyear 11.5891 Ne¢cutTentAs%ets 197 372 TotslA55etsLe55£utrqntLi•blhty 244.937 197.372 Nptkn•ts 197 372 Fun& VDrestri¢tedFunds 24937 197.3n Tatrl Fun 244,937 197,372 ftrrL%H HEART ENDEO ISTMAY 1024unrestrktsJ Fund 202aTtital OthÈrTrndir*kfjvWES ConfeFen¢e. eX￿nIe£S&S￿)nl0rs*jP SubsciktDni oonatknn5 andGrints 135,4Q9 79.256 63 114.727 95.285 6D.369 15&728 OJiettCoths gjppcrttostsl (5qaNDte41 N01¢51 Tota Ch#ttèbMActl¥lUq5Cortt costofGen8TrlnBFthid5 167.162 20t411nrèstrtc¢ed ZV23Tot Fund5 Conf4rfnceand EM￿natI)n Counru ￿tt￿nIE*PenseS InsuM¢e SundryExpen5QS Admin Char8es•)dA¢¢ouDtsnty Web5rteCos e08t￿rt Trytsl 63.987 20,949 $89 739 74a41 27.077 571 1.161 66,562 16095 162,9 174.864 BRfFIsHHEART YEARENDED axsTMAY Mh*EIt* GLwErnan£eCo5ts PPDrt¢05ts Other A￿0￿r¢e5 Expended costof GenetatiniFundS 3￿1 1,140 4181 a￿1 i.uo 4,181 Trust￿SrIm￿ft￿yabetta￿dknefits Th￿reW￿￿￿OtsvSi¢eiem￿ner3t￿n uruthei ben2fits Intheytarended3￿l MaV2024. Office Eq￿Prnent At￿tJ￿hÈ2 570 Ad￿0￿$ 31StMtI 2024 DepreclWon 3istMèy 2024 815 r4*t B¢okv4Iu• 3UtMw2 225 1024Lknr95tr4ctsd und 202aTtital ds Crndtors.'AmountsFalDnKDueMnihlr&OneYeat Creditord TradeCieditor5 2,094 I￿5¢ 599 Amsm HEArtYRHYfHMSO AY Nel￿0￿¢M¢nt In AtI.&20J funds 31.5.2024 m04ym￿ts￿n Funds Ilnresirf¢*edFUtAIs 197.3n 47.566 144.937 Tot* Funds NetMoVtyl￿fkn fynth,In￿￿ded4ft JboveJreaslO￿ylS". r¥lOY•xent Re5Dufc85 Expendod iknr•thct•dFun Z14.7Z7 47.566 TotalWn(¥ 47.566 C¢rnpatatlvq51ormovEMthtlnfw￿5 Netw¥emen¢in AtI.&2022 fund5 31S.2023 mo¥em￿￿￿ Funds UnffÈsttirted 214306 110,9341 1973T2 F￿￿$ 218.306 120.9341 197a72 Compara¢è4eneirnoymÈntlnfuThds. IThEludedlnthèabovÈareèsfdknwS Movement funds Re5wfrE5 resources wendort unru1rktEdF￿nth GtneralFJnd 15&728 1177.8621 (20.9341 Tut41 Fundi 15C7Z8 120.9341 Pagq XO rrisHHEAAT MSOCIETY RENOED315fMA tuthBhnan g. ￿love￿￿tIn FUnd$-￿nU Acutrfnty8v12Mrths ￿d￿l￿ry￿arl2m0￿lhsc0Mb1nedpo>I￿OWffolb1IS." ￿tt￿l0¥emEntIn AtI.6.1022 funth At 31.5.1024 IhiEslrfctqdFvndi 218a06 25,632 144.938 Fund 16.632 244.938 CutreniyÈir 12 monthsandptWJlVE4rllMoothstOmb￿2d￿elwVeme￿Ilnl￿TrdI thcludldkn theabovÈ ate aSf4Uv￿.' MovemÈnt FuThd5 Resources Re5wr¢es EpgErbded Unre￿[l￿dF￿n ralF￿h0 37L4S5 1344.8241 26.631 T*ltal￿ndS 371.4SS 1344,824 26.632 IL Re5thlwts*JEwErp￿1￿dl￿dQMntyCQ¥èr £4020.37in pxppnsoshave been reNbbu15edto14tru5toesand2counCilmpmbqI5 dur1ngthÈy￿l Altravele*pehsÈsaTeiheckpdand adhorétotheexpen5e5 Pa1￿¥. ThÈcharlty'slnsuranceprovbde51rusteeind8mnrtycovei 11.ftdatsdportydtsdo*ryR TherEareno Fethod partytransa¢V¢ns inthErewtinJperbd*hthrewiied￿l0sure Èll BR RT AHYfH 0￿Er¥ 2024 2023 Inetqn••ndEndowmEnls OtherTr4&irt¢A(knI5E5 Cunference.examfpES&SpoThsor5hl 135,409 79,256 63 214 727 214.727 95.185 60.a69 1.074 1S&n8 156.718 TOtslthcomln8Re￿￿rtEs C￿￿tableA￿lI￿ C0rtfetencpand£x￿1né￿Dn CauTh¢l Eipen5e5 $3,9B7 20.949 7I59B 17.077 571 1.161 83A58 5uffldryexgeThses AL*Wnch3rge 739 75.842 162.905 174164 OthÈr Depre{W￿￿of0ff￿e EqU￿eTht 75 SuFPDrt£as Bank￿argeS G¢Netnanc•Cos15 Indepondentexamihei'sh I,Q41 1748 1,140 Tth•1RQ￿mtt•xp@nthd 177,562 47.565 0,9341 Pa8eL2 ## **Issuer** Castletree Consultants Limited **Document generated** Mon, 27th Jan 2025 15:32:31 GMT **Document fingerprint** 90bbc4127ce9d0dcff8f2c0ab2049add ## **Parties involved with this document** ## **Document processed** ## **Party + Fingerprint** Tue, 28th Jan 2025 21:22:16 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:49:07 GMT Mrs Eleri Gregory - Signer (8390bf4d61bf98599a2496395a3c5090) Mrs Jacqueline Ford - Signer (0721efd5d6ba00352370f1be3e006b9d) Dr Vivienne Ezzat - Copied In (99fae7f436720fa42f50d3ce62413209) Ms Honey Thomas - Copied In (a6439c2302d8a7b5dc20dd9826569e0d) Anna Wickham - Copied In (60e8bf18eb6b1aa016b0adc008032e16) ## **Audit history log** ## **Date** ## **Action** Wed, 29th Jan 2025 18:49:08 GMT Wed, 29th Jan 2025 18:49:08 GMT Wed, 29th Jan 2025 18:49:08 GMT Wed, 29th Jan 2025 18:49:08 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:49:07 GMT Wed, 29th Jan 2025 18:47:49 GMT Tue, 28th Jan 2025 21:22:17 GMT Tue, 28th Jan 2025 21:22:17 GMT Tue, 28th Jan 2025 21:22:17 GMT Tue, 28th Jan 2025 21:22:17 GMT Tue, 28th Jan 2025 21:02:35 GMT Mon, 27th Jan 2025 15:32:45 GMT Mon, 27th Jan 2025 15:32:44 GMT Document emailed to party email (35.178.253.24) Document emailed to party email (35.179.115.145) Document emailed to party email (18.175.177.79) Mrs Jacqueline Ford viewed the envelope (94.228.44.8) This envelope has been signed by all parties (94.228.44.8) Sent the envelope to Anna Wickham for signing (94.228.44.8) Sent the envelope to Ms Honey Thomas for signing (94.228.44.8) Sent the envelope to Dr Vivienne Ezzat for signing (94.228.44.8) Mrs Jacqueline Ford signed the envelope (94.228.44.8) Mrs Jacqueline Ford viewed the envelope (94.228.44.8) Mrs Eleri Gregory viewed the envelope (88.97.162.146) Document emailed to party email (18.130.224.22) Sent the envelope to Mrs Jacqueline Ford for signing (88.97.162.146) Mrs Eleri Gregory signed the envelope (88.97.162.146) Mrs Eleri Gregory viewed the envelope (88.97.162.146) Document emailed to party email (18.130.219.217) Sent the envelope to Mrs Eleri Gregory for signing () Mon, 27th Jan 2025 15:32:44 GMT Mon, 27th Jan 2025 15:32:31 GMT Mon, 27th Jan 2025 15:32:31 GMT Mon, 27th Jan 2025 15:32:31 GMT Mon, 27th Jan 2025 15:32:31 GMT Mon, 27th Jan 2025 15:32:31 GMT Mon, 27th Jan 2025 15:32:31 GMT Envelope generated () Anna Wickham has been assigned to this envelope. (18.133.63.166) Ms Honey Thomas has been assigned to this envelope. (18.133.63.166) Dr Vivienne Ezzat has been assigned to this envelope. (18.133.63.166) Mrs Jacqueline Ford has been assigned to this envelope. (18.133.63.166) Mrs Eleri Gregory has been assigned to this envelope. (18.133.63.166) Document generated with fingerprint 59144650dfb17668642bfc3024798f07. (18.133.63.166) Mon, 27th Jan 2025 15:32:31 GMT Mon, 27th Jan 2025 15:32:31 GMT Document generated with fingerprint 90bbc4127ce9d0dcff8f2c0ab2049add. (18.133.63.166) Mon, 27th Jan 2025 15:32:31 GMT Envelope generated with fingerprint 45e572c8e63acc298c481e821255c5f5 (18.133.63.166)