CHARrrY Nl)MBER: 267498
E?ORT 01 THE TRUSTZES ANX) PJNANCYAL &fATEMEm
FOA THE YEARENDED 5 APRIL2035
FOR
TreU¥HéArt Chsk4tyTruit

The KÉartCbarfty Trthrt
CONT￿$ OFTHXF114ANCIAL STATEMENTS
for th¢ Y¢ArKudtd S Aprll2Q15
R•p(*rt of th* TkWt¢t¥
II¢poT¢ of tho Ind¢peMdéllt Exthjnla
Stat¢meatof Flo#sKhl Agrfvttles
to lh¢ Flwi¢l*lStatsDI

H#rtCh*rltyThr*t
REPORTOFTHE TRUSTEtS
ror IheYearEttded 5 Apr112025
The Tnt¥oe¥ prcseDI thetr AfiJwII fith1G1￿ ststaTrents of thp U￿rAty hr th¢ yeAr rtded 5 Apyil 2025. Thè ftThonCj￿ 8tht¢nirnts
hav# wep•rtd in 8¢¥y*rtsD￿ wkth the aL%wwiilng poliu¢s a*t out in nut¢ l tr) IheAecourtts And wmply wffith tho cl￿￿11¢¥ A¢u
SORP FRS 102 2019. fb¢ Rtport •rLd Attouth$ also ¢owly with th¢ Th514BoY¢rningdocyDttN,
REFERENCE AND ADMiNiwfRATIVE DETAILS
Reg1￿¢re0 chty Dwnber
287498
S B¢wJqnds
CU33 7DB
A C B¢TrinMn'
D T DWiUisJus OBE
C K ADderaoJ **
P Berriman
* MTA C Ber(imoD tr¢i¥edfr¢M IhTftw lthJ*)u•ry 2024 •ftèytsv¢rtObty-fouTy¢4n ofhy41 Hew#¥ eDd gts71 L¥ 4poDular chw4¢krin th¥
vj]la¥¢VMdYK￿£I1¢rth1Iu HeartT¥￿tI￿￿￿. IlJ$ ¢xPethJ￿ Hndknowltdgew2ll)¢niswl.
•* Ntrc RAQde￿Ortwa* th¢Lwnltoriworth¢dBthiOattutswÈr￿Ytln whltsEh# was• tm¥¢# He(kn¢d Jfter*1oDgl]h￿ss UJ th¢
of2024.
TNttt4s App¥7inted kn FiEW*TAIYw2026
MT5 A Lewi$
Mrs V J Dy¢r
S PNl¢&o18
Jones &to
Sh¢Twood Ho
41 Que￿l$k0
FarAborovgh
QU14 6JP
Liss Heart c1￿￿￿ty Twst wgs crtattd llD&r ￿ DetlthM*iott ¢*£Trust on 11 July 1983 8u¢¢wh Th* Li55 Heart TNs¢. Tkna$sdsw
Jiabilities ofwhidj w¢re fvimtuy IrAtrsfcmd toTb¢Li55 He￿ ChAriry Tnkttt)n 7 Octobtt 1983. TbeThibX& obj¢clÈv¢ is to provid¢ and
mBilltalu sP￿atist c￿￿lAC fa4llitie& e4PJiPthWrt. andtstilliDg tosttvetheressdEnts of Li55 in H8mpsbir¢ aid #ll patie1￿ orth¢ irt¢di¢g1
py¥¢￿¢¢8 8dm5tii$tered frnInLi￿.
ThtCJwiiyrd1￿ ondonarlun*.
Th* GQwPtES￿ th¢flv¢ TTYSte&% wbo w ie4uIarty tocollsiddrthtrneeds of the lo¥￿ JU￿1¢￿[ pr•¥lic¢s provid
equipm?nt￿d traIni￿ FU*dgarÈdt$ti?bi￿￿ Is ivAilabltr,ther¢ bil￿]X•SPEctfi￿ oblt8ation& Th¢r¢4JeDo p&id employ￿.
Th¢Th)8*￿ wisbtothwttl lo¢al or8ontza¢Jws liidividu￿$ rorth¢ir8Uj￿Oft.
QWE¢fiv3s ANDACnVITIE6
Thè ¢haritylJ ¢02rtyitt*l to incrntsAn8 thè pKoYisiDnof lifos*viLg d¢tlbrAikntOts Imd thèwovlsioa of ofthJpubll¢ is) tSr¥t
èldim Ltiniunctioth tlwvs¢ *Jfthe¥o withiD lh• seo8raphy thTrt it VPCT&te&' .
Th# Ibarl¢y ￿$t￿eS Are comtinU￿YI0okJDg fbT#ny •dditi¢wl ¥¢wt¢s to provid* 4)pmpTWte tsdialo¥u¢ wlth
th¢ 4JoGtQT8' Sut8￿le¥ and many 10ÉoE ¢)r8anlsaliors.
Tl*ffiist¢¢s or¢ mindthl of thelrT*8PL¥n•ibilty to pmvld¢publie beliefit. awl all of Diirwoyk are solety ustdto thia end.
Poge I

iusk MAl￿GEMENr
The m4iot ti8k$ to whidt th*Try8t 1$ expovd. 1$ identifttd by ibeTN￿¢& knv* bo20 T•Vi6Wtd &thd sy¥*rns pM¢¢d￿te8 Ik4Yt been
¢sk)bW¢d tty nTr•lla8e thos¢ ri$k& It is icctM¢d that th¢ Trnm's rlgk poliw ormot offer llbsolut¢ 8ssu¥•ll¢e ￿￿1￿11 all fo
oEpot¢ntsJl loss ordamagtt. aiid th¢Trusttts reeo8nlse to review their poli¥y ort Bll swi￿1 b&%14 to alert to id¢￿tr￿M
addT¢ssID8 3uth aiow oroddiiloJai ri$k5 aris
FDIANCIAL REVIEW
ThEattadied Siai¢meritof Fingnciil A¢tiviti¢& thoBthlaR¥¢ Sb¢rf. r¢lated thetyansaetlon$foT iheyeat8nd th¢ fund% attlie
ye￿-￿d r¢5pEclively.
Donatitsns fr¢)nythtp¥bliCwe￿tt￿y¢d of£30. frt additiOT4 8 of£85.ODOw3s ￿e}ved and£l.434 w•Bx*ixd byrvDD>ll¥ two
qutZJli8&ts.
The skop Tun l)yLi¥s Heatt TrI￿tL]MIted w*$ c]0std •¥ w•stlw ¢ompty¥JkLI Py￿ra1 rf£18.J I Iw)s [￿￿1ved. £9.OW of th13
beet) io PT*Yt¥U8 yeiir&
TheTru¥talso received bwsd¢ interestofÉ261
Tkn Cha¥iry'$ t￿￿¢¢￿prIstrt thefoUowiDg.'
Charithbl¢ Exp¢Allthrtof £3J58.
Deprectniion of ¢qui¥m¢nr of£3.0
A¢¢owlllotf tostbof £lJ2U
This ¢re*td aD Éttounliiio ¢rtd¥tforth¢ ye&rof U4,952.
Al tht5h Apn'l UJ¢ thanty's IltNIs stwd ￿ £109227 wlth ￿$b 7e¥¢rv¢¥ of£lW82 (2024£9361
Thé Charity ha8 previou$lybetts 8pend¥kw turtdsAt 45imii*rrnf*t9th#pl whitht]*y W¢￿ raT¥d. Th¢ ¢lo6br*•f the bu54ws has
iuv¢dth#wui8rinwmeproviously8enernt¢d vJidfvDdThi8illghad ￿atted t0beW￿ertak¢Rty¥ll0Wth8I1)j1i1lluitts JDaint¢n4O￿{Trfth¢
existin8d¢fJbnll&tor$.Tho£i￿tfiBartt6È4ut41I$ wwlly l¢in8 r¢*in¢d md willbB iAv>ied to pro￿de r¢v¢ttu¢ io thAd th¢ Trainten8fy¢tutttil
0ruDI￿vrOJt¢13 ofsuffici¢ntm¢xtius*ity wd¢n8sottkot"IknMpt(21.
SIATEMENT OVTRUSTEES, RESPONSIBILITIES
The triJote¢6 K¢ r¢sp¢iosible forPr¢Parkn￿ ihtlioport vf th¢ TThst¢&s tk¢finaQ¢j￿ st4t0M•￿ 8cooMA￿e Witb appli¢ible l&w.
ie8vlati¢￿Y. Myjd *¢rouAtins*4udfiTdG,
The lllw applikn*ble to charilieB InEngI￿ld Wiks r¢quir¢s th¢tru$tees to pr¢pllr¢finon￿4al ethrements whichgive 8 tru¢ aDdfair ylew
vfihp8taie otdffairs oltbeeh￿1ty gjid Ofth¢1n￿t}lDB resowu6 #nd sypITfatiun tsereBouftt6 of ih*thavity torthaip¢riu& Vtsd¢rtb4r
seI¢ctsuitsble*M￿WIII￿p￿lleIc$¥nd ihw applyth￿tte&ll17$t¢￿tlr. obstryo the Jwhods and ￿1n¢1p]0Y gfth¥Cb8ftlits SORF:
mgk• juOgemEnty 4hid dtiJDutès whi¢h nr¢ Jwonllble prndmv
5tatewhether RPpFit¥blegc¢ow￿fthB stsnthrds bav¢ b¢ufvllowed 6ubj¢Gi loauydpp4ttsF¢Stllwlos&J and explaina in ikn
sMeDJents"
pr¢pnr¥ th¢fthtyn¢ial •tstthll¢Aitsotsthr¥oiL% concern bili$ unles$iti$lftapproprlatèto pré¥wnétbat th•¢hArity wilL opThtyMc iu
Th¢trustets XTero¥poRgiblefor keepsJsEsceoutttiR8 re¥otritAthat*c quffiFt¢rttto ihow #nd explain thqaiNTiV$ tr&ll$a¢tions •nd dlK.Igse
w£thr¢AsouÈbItsacc￿Iw at atty fiM*the fia4ncial ￿￿tio￿ tyftht oh•ritybAd b￿ble tlMI to •nsur¢ tbtst %b¢ fillnn¢iiA ¢ompLy
wlth the L1wttses Att 2012, lh# Ch￿lty jA¢¢outhE #Dd Rcport¥)R*8tsJatsvns 20118. Andth¢ pt(tv1￿1?Ds ofth¢ TrurtD¢¢d. They 8r¢ als
respthnslble lortbe m*inten4nco 5ntt8r]ty of the Cbthty fits*t¢ial lRf*)Tn￿lofL h¢luded on IhèChaTityswel)¥tt¢.
ON BEHALF QFTHE TRUSTEES;
G D Willi￿& J9I1i Jsnw 2026
Pw2

¢Lts¥ H¢4rt Chirlty
RXPORTOF THE JJIDEPENDENfEXaMIJ4ER
*• THX TRusrEIs
lor theyéar Endds AprJ72025
l• th¢tsnua 4TrtDuf EUS4BEmellrand ord*rto wsistyou tolilfillyourdufies, I h￿¢exAMi￿¢d the fin8ncial
Atakneots of Ihe Cjwity14￿th￿y&trt￿d￿J S April 2(b25whs¢h comprise the Ststementof FiMD¢i&I AL*iviti¢y, th? Bthl8DL¥4Shrt
•Ad the r¢knttd fromthe ab&xLullll8 TEwrd8md Infott￿￿ti0ts1ttd ¢4)laAabtsn¥ youhave giv¢nfvu%.
Rwec*fveréiponsltJllirfes Ez*rAltstr
Th¢ Charity'sTtwtees 8rer¢spotisible forth¢pr¢pM¥tioo Oftbefjw￿MdI ststEmEMrs. TheTmsttts ¢onfuJn tho¢ anaudii 1$
wequir*d forth*yetrynd¢rS144(2) oftbe Cknritle8 Aot20111th¢201J ACT) ￿td thor￿ l*wd¢nt ¢xan)wlou Isroouire
ItT4 myr¢8pwibllity to:
auull¢ ihe aCcoulltsw￿VrS1I5Oftho2olI Act
followth¢pro¢¢aurty liid dowThkn theQell¢ro1 DJf¢L*loasglve￿bythQCbaV￿tyc0Mth1SS1o￿4Md
Myexarnin8rfon w•$ c¥rAed ￿￿tiN I¢¢ord￿re wlth thv GwwAIDkethons given by the Cbarity Commission. fvi¢x*minatio
lllcludes3 reviwoYtlJeaeeoyntlYIB￿0rdo keptbyth*aJarity anda pf th¢ *¢tuwit*pre8￿ttd vAth Ibwe rety)rd&
ttalw iDclvdes ¢wsideratloJ of8Ay UtsUSUOti¢¢m$oTdI￿E95￿r¢$ In th*awounty. and s¢¢kins eXPl￿N4ti￿n4fr0ffl Trusttts
eoJK*rnSrt$ thottth¥. Th¢F¥oKdiirts uDdtrtthudott¢ipmvfdE all the¢vidence whicliwo￿￿ b¢requ5Yed In an
gnd ¢ottseqtttntlyDtr opknioois¥iven tstopththtrth¢ fxtrvl¢w. aod thertporti$ ljtiNt￿ff￿tho$¢
atter8 set Oui iJ* th¢ ￿11*￿￿tIl￿de•w.
$lat¢mtt)t
Jllcollftection ￿thmy eX￿nI￿tiO￿ no rngthrhas 11]y 8trèJli¢
wh1ÈhgiYesThe￿s￿IbIe &wsEtgb¢li¢vrihoLkn d*ttYmat¢sI￿ ttsptct.th¢Y¢quiremeDts
ltsklep ll4¢tsyrtb3tstccoYd* iTh•¢¢•knwith 5130 otlk201 l A¥r,' and
weyreleL￿￿￿I5WhiCk +*cord vriththe 8¢Go*mtimswrd$ 4wlto ¢omplywithtb¢ Bc¢ounithg of the
2011 Acrkny¢ttot bèell w or
to whith,
my oplnloN att*n¢lon ¥hould t)e dr4wL in wO¢rlou]HbleapmF¢rulld¢rrndinioflhè beTethJ.
tkP4tr1¢kAlfredGoothwP
Jon¢s* Co
41 Que¢ns Kd
Famborough H8atS
OUi4 6JP
Dats 2Z
Pag• 3

Ht#rtCb•rityTr￿t
STATEMENToFF￿NANc1ALACr1vrr1Es
for th¢YvT End¢d 5 ApRII 202S
Unrulrf¢t¢d
Funds
1025
TotAI
Ttrtsl
ds
2024
2025
ltttomlnx
￿n¢T&￿a llvjth:
Volunlary Incom¢:
Dona¢io)u. gi*￿tyd In¢otft¢
A¥livili¢s foT 8fXL¢MillS
Jnv•skn¢ntjl*¢OmE
9157S
92,.fS
9.524
262
2fj2
FroDI ¥hgEi14thk a¢tiviti¢
rttoureo¥
92
Rostsurw oxp¢nth¢d
Costs ofgtt)¢J*ing tuNd5.'
chrit&bk aaIvitrt'
DizE0¢xp¢ndltb￿-￿&
D¢p'xL
Oovemthtte¢ ¢osrs:
Ac¢ouTrtan¢y Fees
Legal F¢es
3.558
3,007
3558
3,0117
5,468
4.010
l.320
1320
690
7.885
7.8&S
LO.168
N¢t5ncomloW{oiJt¥olJ¥) r¢sthrt¢s
84.952
84952
1620)
OthétY¢¢•gllls￿ 8#hE•
Ndm¢vem¢m¢JJt
84J52
S4.952
(620)
Total illw2￿1￿￿a￿￿jfivd
24275
24.275
24,895
109.227
t09227
24275
Tht JM)ts8fonh p•rt ofth¢w 5tattmeJits
P#8•4

Th01J￿ He4rtCh#ifty Th*t
BALaNCX SHEWf
5 Apri1*I24
SA.25
Nrf¢8
5.4.24
PIXKD ASSETS
Oxd&w Shares. Ltss H¢artTronLIKthd
Me<11￿1 E4uipmtn¢
12.027
CiJRBXNT ASSXTS
sh atb8]Ek
rr¢prtyuMii$- oupport¢QDtro¢ts
UssHeartTrnsi
100.682
245
936
100,YA7
9,936
CREDTMRS
72
NET¢URRUIT ASSIY8
100 207
TOTAL A55ZTSLFSS CiIRREirr LIABJLITILS
IQ9 217
21
ACCUMULATED Fuf4D
UnYe&triotsJ Funds
IV)227
109.2ZI
Th¢ fih*oÈal slkntoto¢plSwv¢a￿0¥¢dbY th¢Tty6tW thL20th J•rAw2026 w•r¢S]gu￿by.'
Tr oot¢iform p•rt peth￿ fiTrgwi41 ststemmts
Pw5

TheLl￿ H¢8rtCh*rityTru*t
NOT£STO fKE FINANCUL STATEMZNTS
ftsrthé Y••rBnd¢d SA￿￿}2025
ACCOUNTING POLIC[
rh¢ 11n2n￿￿41 81at¢rooY*ts have pwattd yuder tke histort¢al Lwt ¢￿¥¢0110￿ aud ill 8CWtdDn¢e with th¢ FillttThdal RH￿iD
Stmjdard for Sma)i¢r Entitits Ittr￿lIv￿ ja￿ll•ry 2014. Th¢y ￿￿dance with th¢ St•t•n¢th of
Reotymh¢ndd PA¢tJRappliL4bl¢tu Charfittisawl the Chsritx¢s A¢ts.
¥ str￿¢￿re
Tbe Chbriw ba8n¥llestii¢t¢d or EJidc*wmèJtFwth.
lttomluE II¢soRrt
Domlions. 81fts?&4￿*S andoth¢kirt¢9nW4￿cK¥o¥rtiSed wb¢rtruetvabl
R¢sourcesExp¢nded
All attd ¢XPeDdityr¢ is aLYollnt¢d for on att i¢rNrtl¥ knis ts t¢cugttbed h5 soon as there is a le8ai or tVllStru¢tiv¢
tiil¢m¢iil to in¢onwttobliiation coDututtios the toth¢ ry¢ttdiwt¢. GOV¢r￿le6 ¢Osts￿Mp￿st ill costl iovolved ill the
publi¢ ¥wwftt&bility of thecharlry ￿￿1￿¢th￿Pil9w vrithr¢8thiion wjd gwl pra¢ti¢
The Cbgjity i¥ tx¢mpi fromtsx its èatvitl
TRIJSTEE8' REMUNEk4flON, EXPENSES
TheT￿￿te¢S ben¢fits, •JdvD ¢XPetw fh th¥ywiwlnth¢ pru10￿Y￿.
INCOME
5.Q25
5AA4
LlssHeèrt Ch*Fity Littiit¢d
Batsk deposit
SA464
524
9,OtXI
262
51,548
DIXKcfupENJ)ITURE
5.4.25
5A.24
hfrdlcaltrai#lni ftE$
EquipmeJJtrn4iAt¥tian¢e wppgn
Gfantto Ltss Hwt CharJryUml*d
Isri
5.317
5.467
CREDITOR3: Amovm FALLING DUE W(fHINONE YEAR
5A.25
.S.4.24
A¢uued ¢KP¢llW-
?20
690
720
69
Po￿6