## Wolverhampton Coronary Aftercare Support Group **Registered Charity No. 701667** Website: www.have-a-heart.co.uk Email: wcasgexercise@gmail.com ## ANNUAL ## REPORT AND ACCOUNTS ## **For the Year ending 31[st] March 2025** Wolverhampton Coronary Aftercare Support Group Registered Charity No. 701667 c/o Have a Heart Wolverhampton, 9 Salisbury Street, Wolverhampton, WV3 0BG ## Annual Report ## **Objects** To promote any charitable purpose for the benefit of persons resident for the time being within the catchment area of the Heart and Lung Centre at Wolverhampton who have suffered any form of cardiovascular illness, and for the benefit of their carers, and in particular the advancement of education and rehabilitation. This is achieved through fundraising and by offering services such as patient to patient counselling; patient and carer partnership meetings; patient representation on local, regional and national bodies; and, wherever possible, working in partnership with the management of the Heart and Lung centre to support clinical and rehabilitation services within the Black Country. The Group commissions phase 4 cardiac rehabilitation exercise services for patients with cardiovascular disease; currently provided through Have A Heart Wolverhampton (HAHW). HAHW is a non-profit company affiliated with the Group and working collaboratively with NHS cardiovascular and respiratory services at the Royal Wolverhampton NHS Trust to support patient rehabilitation. ## **Trustees** During the last financial year the Group has been managed by a Committee consisting of the following Trustees and Members: PATRON: PRESIDENT: Mrs. G. Fenner OBE Co -CHAIRMAN: Mr. A. K. Timmis MBE JP Mr M. Bircher VICE CHAIRMAN: Dr R. Leslie SECRETARY: Mr K. Timmis TREASURER: Mr. C Scordis BSc (Hons) PG Dip ASSISTANT TREASURER: Mr D. Gillhooly EVENTS COORDINATOR: Ms J. Davies 500 CLUB SECRETARY Ms J. Davies FUNDRAISER Mr S. Northcott **Have A Heart - Manager** Ms J Davies In addition the Group has over 400 Ordinary Members, consisting of patients, carers and members of patients’ family and friends. ## **Accounting Policies** The accounts have been prepared under the historic cost convention on an accruals basis in accordance with the Charities Act 2011. ## **Incoming Resources** All incoming resources are included in full as soon as the following three factors can be met: - i. Entitlement – arises when a particular resource is receivable, or the charity’s rights become legally enforceable. - ii. Certainty – when there is reasonable certainty that the incoming resource will be received. - iii. Measurement – when the monetary value of the incoming resource can be measured with sufficient reliability. ## **Legacies** Legacies are accounted for as incoming resources once the receipt of the legacy becomes reasonably certain. This will be once confirmation has been received from the representatives of the estate that payment of the legacy will be made or properly transferred and once all conditions attached to the legacy have been fulfilled. ## **Deferred Income** Where income has been received in advance of the funds held on trust fulfilling all the conditions attached to it, it is treated as deferred until all of the conditions have been met. ## **Resources Expended** - a) The funds held on these accounts are prepared in accordance with the accruals concept. All expenditure is recognised once there is a legal or constructive obligation to make payment to a third party. - b) The cost of generating funds is the costs associated with generating income for the funds held. ## **Grants Payable** Grants payable are payments made to third parties in the furtherance of the charity’s objectives as outlined in the charity’s Constitution. They are accounted for on an accruals basis where the conditions for their payment have been met or where a third party has a reasonable expectation that they will receive the grant. ## **Management and Administration Costs** These are accounted for on an accruals basis. ## **Fixed Assets** This is equipment owned by the charity on a written down value after depreciation. ## **Structure of Funds** Where there is a legal restriction on the purposes to which a fund may be put, the funds are classified in the accounts as a restricted fund. Funds where the capital is held to generate income for charitable purposes and cannot itself be spent are accounted for as endowment funds. Other funds are classified as unrestricted funds. Funds which are not legally restricted but which the trustees have chosen to earmark for set purposes are classified as designated funds. ## **Benefits** No Trustee or member of the Group has at any time received financial benefit from the Group. Legitimate expenses, however, incurred on behalf of the group, have been paid when claimed. A. K. Timmis MBE JP Group Chairman C Scordis BSc (Hons) PG Dip Group Treasurer WCASG ANNUAL ACCOUNTS INCOME & EXPENDITURE ACCOUNT YEAR ENDED 31ST MARCH 2025 FUNDRAISING during the year 500 CLUB 78,130.00 1,851.00 79,981.00 Less: EXPENSES: Wages Rent Have a Heart Project Support Just Givingy ChargFes 500 Club Prizes Printing Stationery and postage Fundraising costs ICO fees Card Machines Bank charges Repairs and replacement 3,585.00 1,800.00 29,573.00 216.00 1,174.00 534.00 1,894.00 35.00 344.00 487.00 963.00 40,605.00 Balaiice being NET INCOME for the year £39,376.00 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts ••• i Section A Independent Examiner's Report Report to the trusteesl members of WOLIIERHAMPTON CORONARY AFTERCARE SUPPORT GROUP On accounts for the year ended 31 ST MARCH 2025 Charity no (if any) 701667 Set out on pages I report to the trustees on my examination of the accounts of the above charity ( the Trust") for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below ') in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 31.01.2026 Name: MICHAEL SCORDIS Relevant professional qualification(s) or body {if any): CPA Address: 5 UPPER LICHFIELD STREET WILLENHALL WEST MIDLANDS WV13 1PB IER October 2018 Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018