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2021-09-30-accounts

Charity registration number 801940

THE PREVENTIVE CARDIOLOGY TRUST

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 SEPTEMBER 2021

THE PREVENTIVE CARDIOLOGY TRUST LEGAL AND ADMINISTRATIVE INFORMATION Trustees Professor G De Backtrr Dr S Connol Dr J Jones Professor K Kotseva Profe3sor D Wood Charlty numbor 801940 PrSnclpal oddr¢8s Professor David Wood's Rasearch Group 3rd Floor, Room 332, NHLI, ICTEM Building Du Can8 Road London NW12 ONN Indoptrnd•nt &xamln•r F J Wilde FCCA MBA DChA Warnerwilde 4 Marfgold Driva Bisley Surrey GU24 9SF

PREVENTIVE CARDIOLOGY TRUST Charity Tru51 Number 801940 Trustees, Annual Report for the year ended 30 September 2021 The Trustees presenl their report and the financial statements for the year ended 30 September 2021. This report should be read in conjunction with the reference and administrative infonnation on page [1]. Stniclure. governance and managemenr The Preventive Cardiology Trust was created, and is governed by its Trust Deed dated l O May 1989 and subsequent Deeds of Variation I S December 1998 and 25 November 2003. The Trustees are appointed by the Board of Truslees on the basis of their skill and experience in areas relevant to the Trust's aims and objectives. The Trust Deed provides for a minimum of 3 Trusiees and a M￿lMuM of IS Trustees. Training for the Trustees will be arranged as and when il is deemed necessary. All decisions affecting the Trust are taken by the Trustees, whilst the administrator is responsible for the day to day Inanagement of the Trust. The Trustees have examined the major strategic, business and operational risks which the Trust faces and confiTh that sysiems have been esiablished to enable regular reports to be produced so that the necessary steps can be taken to lesseii the risks. Obje¢tivas and Aclivities The objects of the Trust are the promotion for the public benefit of research into the prevention of coronary heart disease and oiher foms of heart and vascular disease and without prejudice to the generality of the foregoing for research into the frequency aetiology natural history treatment and prevention of such diseases, and the dissemination of the useful results of all such research with powers to provide staff equipment consumables accommodation and all facilities required for the furtherance of such research" to support all clinical aspects of the identifIcation and treatment of individuals at risk of coronary lieart disease or other fornis of heart and vascular disease; to support the education of individuals by funding attendance at scieniific and educational meetings and by supporting visits to other academic groups and institutions and by supporting the organisation of scientific meetings: to support all activities related to the education of the general public on the causes and prevention of coronary heart disease and other fonns of heart and vascular disease.

The Preventive Cardiology Trust supports the work of Professor David Wood in his capacity as Emeritus Professor of Cardiology at the National Heart and Lung Institute, a Divislon of the Imperial College Faculty of Medicine, Imperial College London, and in his parallel appointment as Adjunct Professor of Preventive Cardiology at the National University of Ireland - Galway, Republic of Ireland, since February 1° 2018. The Trust receives research funding from pharniaceutical companies and other organisations to fijrther all aspects of cardiovascular research within the remit of the Trust Deed. Achievements and perforniance In the last year the Trust has supported Professor Wood in his research and teaching role as Adjunct Professor of Preventive Cardiology at the National University of Ireland Galway and Director of Research, Strategy and International relations at the National Institute for Prevention and Cardiovascular Health at the Croi Heart and Stroke Centre in Galway. The Trust continues to support him in his professional editorial role as Joint Editor in Chief of the European Society of Cardiology Textbook of Preventive Cardiology (2. Edition) and Senior Consulting Editor to the European Journal of Preventive Cardiology (EJPC), previously the European Journal of Cardiovascular Prevention and Rehabilitation (EJCPR), and in his other professional commitments at an international and national level to join scientific conferences and meetings. Professor Wood holds an Emeritus appointment as Professor of Cardiology at the National Heart and Lung Institute since February 1. 2019. Professor Wood was also appointed as Adjunct Professor of Preventive Cardiology to the National University of Ireland Galway in 2017 and was appointed to a half time contract as Director of Research, Strategy and International Relations at the National Institute for Prevention and Cardiovascular Health on February 1° 2018 which is renewable annually. The Trust h&s also supported some of the administrative costs of the research group and support for other academic staff to attend courses and conferences up until the arrival of Covid-19 and, subsequently, to join courses and conferences virtually. The Trust is continuing to support statistical analyses and publications of ASPIRE-3-PREVENT(A-3-P}, which is part of the EUROASPIRE V survey {2016-18) conducted across 27 European countries under the auspices of the European Society of Cardiology with ￿ndIng from several pharnlaceutical companies. The principal results of the A-3-P coronary patient survey were published in Open Heart. The A-3-P high risk primary care survey is currently being analysed with a view lo publication in the same journal.[Further information to follow]

With the pern]ission of the sponsors of ASPIRE-3-PREVEFrr this survey was extended to the Republic of Ireland with funding granted by the Trust to Croi, the Heart and Stroke charity in Galway. IRELAND-ASPIRE has the same objectives as ASPIRE-3-PREVETrtr and this new survey was completed in October 2019 and is now published. . tFurther inforniation to follow] A one year follow-up of all patients has been undertaken to measure re-hospitalisations, procedures and mortality. A new research project called tNTERCEPT, developed in response to the impact Covid-19 has had on cardiology services, and specifically cardiac rehabilitation, is now sponsored by NovoNordisk. The objective of INTERCEPT is to bridge the preventive care of coronary patients from hospital to home with a nurse-led programme supported by a health application: IINTERCEPT-App. The l-App is being developed by a UK company, Citrus Suite, and will be field tested in the UK and Ireland. Financial Review The fund balance at the year end amounted to £60,025.76. As the plans for the future relate to these funds, the Trustees consider this to be satisfactory, although funding is required to cover general costs of the charity. It is the policy of the Trustees to accumulate sufficient funds within reserves to allow the Trust to continue to operate during the period between expenditure being incurred and agreed support received. In summary the Trust continues to support research and practice in the prevention of coronary heart disease and other forn]s of heart and vascular disease by supporting Professor Wood and his staff in their professional, scientific and clinical roles. The results of the EUROASPIRE V, ASPIRE-3- PREVENT and I-ASPIRE surveys, supported by the Trust, will be a continuing stimulus to raise standards of evidence based care in secondary and primary prevention of cardiovascular disease. Plansforfvture periods The Trust aims to continue raising funds to support further research into the causes and prevention of CVD. The main activities of the Trust in the coming year are to support academic staff in all their research activities. This will include the publication of new scientific papers from the Vth EUROASPIRE survey in hospital and primary care Rncluding ASPIRE-3-PREVENT, and IRELAND-ASPIRE. With the impact of the Covid-19 pandemic being felt everywhere the delivery of cardiology services is being transforn]ed with many hospital based cardiac rehabilitation services restricting services or in some

ia%¢% ilo%iiiu. I'herelort. IhL'I'e is a nLL'd lo dLI L'lop i irtual sen iLes. focussed un prei eniion ot Lardioi asi ulai- disease. 44nd wilh sponsorship fior INTERC EPT se¢Lired this virtual nurse-led inteTreniion for prewention of CVD delivered iihin the Constraints imposed bw Coi'id-19 will be eN'aluated. Dr Susan Connolli, one of the Tni%tees. is Ihe Clinical Lead for the Our Flearts Our Minds Pruorainme lor L'ardi()i aslul'ir Healih in Nni11i¢rn Ii-eland. The Our F learts Oui- Nl iiids IL'ain h£li e had anoihLr busK i ear del ivering a virtual programme as Lol'id show's no sign ot-abaiing. Anal)'sis of ihe results on the paiients who have atlended the virtual programme (-600 April 20-March ?0? l ) shoived the same uptake and completion rales (over 900/0} as the previous face lo tace progrcimme (April 19-March ?0} and the same clinical and patient I'epoi-ied (ILilioiiie% Tlie palienl l-eedbai k t.or ihe N irtudl prograimme has been i'en posiliii. Ilbsli-aLls t.roin ihe pri)uramm¢ hJi"¢ be¢n preseiiied ai 3 European LardioiiasL Lilar meelings including ihe ESC. in ?0? l . -l-he ieam also presented 9 po.%ters ai ihe recent BACPR Conterence ?0? l and one ot.the posters on achievement ot.the new European target < 1.4 mmol/L M'on besl Poster at the Lonterence. Dr Connolli ￿aS also a￿ardi.d a Healihcare Hero Ai¥ard for her work on i'inual Our Heans ()Iir Ilinds in SLpiember 01 l. In the second half ot" ?0• I Ihe ieiiin hai e been collaboraiin? ￿ iih F itbil and L onnected l. i fe (artiticial inlel l iL)L'nLe Lompan!, ) Io L real¢ ¢1 Inoi-e ioinpreheiisii e patienl taLing app, iliniiian dashboard ilhich continues Our Hearts Our Mi inds innovation in digital Ldrdioi'ascular health. Called CHARLI this li ill be launchino on DeLember 8111 ?0) i. Approi'ed bTr the Trustees on Idate 13 DecL'mbL'r ?0? I Signed on their behof bi, (Tru5tc'el

THE PREVENTIVE CARDIOLOGY TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE PREVENTNE CARDIOLOGY TRUST I report to the trustees cffl my examination of tho frn¢lal $tatom8nts of The Preventive Cwdioiogy Tnsst trust) for the year ended 30 September 2021. R•sponslbllStl•s and bal￿ of r•port A3 the trustees of the trust you arè rnsponslbkg for the preparation d th8 finandal stalemènts acojrdance wlth the requirements of the Chariti￿Act 2011 (tr￿ 2011 k¢l. I roport In respect of my examinaljon of the trust's finandal ststemgnts ¢anl&l out under soctton 145 of the 2011 Act. In carying out my examination I have follo%￿1 the app4c8ble Directions by the Chanty Commission under 8eotlon 145{5llb} of tho 2011 A Ind•p•nd•nt •xmln•rf• ¥tatsm•nt Your attention 1$ drawn lo th$ fo¢t that lh8 chanty has prepargd financ4al statements in accord8rico with Aecounllno and Reportlng by Charllle8 prep8dng thelr axounts in accL)rd8r)co vAth tho Finand81 R8portlng standard appllcable In the UK and Republlc of Irel8rK1 IFRS 1021 In preference io tho Accounting and Reporting by Charib&s: Stst&ment crf Recommended Praclice on 1 Apn'l 200$ whith 18 rnfarrod to in the gxt8nt regul8llons bul has now t46n wlthdrawn. l under8tand that thiB h88 b8en done in order for fmBn(ytil Btatèmants to thdo a IN? 8nd tslr vbw In accord9n￿ wlth G•nwalty Aco•pt8d A￿Oun￿ng PracUc• effec4fv8 for r￿p￿ng ￿rIOdS b8glnnlrKJ on or 8fter 1 January 2015. I have cornp￿d my 8x8mlnatlon. I conflrrn that no matters have o)rM to my attentk￿ In ￿nn￿¢tIC￿ wlth the •xamlnatlon gI￿ng ma cause to belleve that bn any material respec accounung fecords were not kept in respect of thg trust as requirnd by 130 oftho 2011 Act. or the flnan¢l818t8tsments do not 8cconJ wlth th08a rno)r(18.' C the flnandal ststom¢n¢s do not compty vAth th8 8pF4lcablg rgqulrgmgnt8 thè fom) and content of ac¢ounts Yet out in thè Chariti¢8 {A¢¢tyJnts and R¥portsl Rggulations 2008 othèr than any requirement Ihal the accounts gNe a true ar￿ fail voew whith 18 not a matter consldtrrtrd as part of an Indop&ndgnt oxamIna￿on, I havo no ¢￿¢•m8 and havo ¢>)me ac0￿ oth•r mattorn In connethn wlth the examln8llon to whknh attenuon should be drawn In thls r8POrt In ordar to onabla a prrrf)or und•rslandlng of Ih flnancld statomgnts lo bo reached. F J Wlld• FCCA MBA DChA Warner Wilde 4 Marigold Drive Bisley Surrgy GU24 9SF 01 JJ 2oLL

THE PREVENTIVE CARDIOLOGY TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30 SEPTEMBER 2021

Current financial year
Unrestricted
Restricted
funds
funds
2021
2021
Notes
£
£
Income from:
Donations and legacies
3
-
-
Charitable activities
4
36,100
97,466
Investments
5
1,308
-
Total income
37,408
97,466
Expenditure on:
Charitable activities
6
26,620
152,969
Net incoming/(outgoing) resources before transfers
10,788
(55,503)
Gross transfers between funds
(3,882)
3,882
Net income/(expenditure) for the year/
Net movement in funds
6,906
(51,621)
Fund balances at 1 October 2020
18,362
83,091
Fund balances at 30 September 2021
25,268
31,470
Total
2021
£
-
133,566
1,308
134,874
179,589
(44,715)
-
(44,715)
101,453
56,738
Total
2020
£
32,950
-
848
33,798
127,790
(93,992)
-
(93,992)
195,445
101,453

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

THE PREVENTIVE CARDIOLOGY TRUST

STATEMENT OF FINANCIAL ACTIVITIES (CONTINUED) INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30 SEPTEMBER 2021

Prior financial year

Unrestricted
Restricted
funds
funds
2020
2020
Notes
£
£
Income from:
Donations and legacies
3
32,950
-
Investments
5
848
-
Total income
33,798
-
Expenditure on:
Charitable activities
6
52,784
75,006
Net incoming/(outgoing) resources before transfers
(18,986)
(75,006)
Gross transfers between funds
(8,339)
8,339
Net income/(expenditure) for the year/
Net movement in funds
(27,325)
(66,667)
Fund balances at 1 October 2019
45,687
149,758
Fund balances at 30 September 2020
18,362
83,091
Total
2020
£
32,950
848
33,798
127,790
(93,992)
-
(93,992)
195,445
101,453

THE PREVENTIVE CARDIOLOGY TRUST BALANCE SHEET AS A T 30 SEPTEMBER 2021 2021 2020 Not•s Current a88•ts Debtor8 Cash al bank and in hand 11 9.133 99,140 60,026 60.026 108,273 Credltors: amounts tslllng duo wlthln ona y•ar 12 13,2881 16.620) Ng1 currént assots 56.738 101.453 Income fund8 Reslri¢ie¢J lunds Unreslricl8d funds 31,470 25,268 83,091 18,362 56,738 101,453 The flnancial sla¢emeyts were apRroved by the Tnjslees M . Tru8tOe

THE PREVENTIVE CARDIOLOGY TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2021

1 Accounting policies

Charity information

The Preventive Cardiology Trust is a charity constituted by a trust deed dated 10 May 1989, amended by deeds of variation December 1998 and November 2003.

1.1 Accounting convention

The financial statements have been prepared in accordance with the trust's governing document, the Charities Act 2011, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019). The trust is a Public Benefit Entity as defined by FRS 102.

The trust has taken advantage of the provisions in the SORP for charities not to prepare a Statement of Cash Flows.

The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved following the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling , which is the functional currency of the trust . Monetary a mounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the trust has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the trust.

1.4 Income

Income is recognised when the trust is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the trust has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the trust has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

THE PREVENTIVE CARDIOLOGY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 SEPTEMBER 2021

1 Accounting policies

(Continued)

1.5 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.

Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

1.6 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.7 Financial instruments

The trust has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the trust 's balance sheet when the trust becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future p aymen ts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the trust ’s contractual obligations expire or are discharged or cancelled.

THE PREVENTIVE CARDIOLOGY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 SEPTEMBER 2021

1 Accounting policies

(Continued)

1.8 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the trust is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

2 Critical accounting estimates and judgements

In the application of the trust’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

3 Donations and legacies

Total Unrestricted
funds
2021 2020
£ £
Donations and gifts - 32,950
4 Charitable activities
Charitable
2020
Income
2021
£
£
Sales within charitable activities 11,971
-
Performance related grants 121,595
-
133,566
-
Analysis by fund
Unrestricted funds 36,100
-
Restricted funds 97,466
-
133,566
-

THE PREVENTIVE CARDIOLOGY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 SEPTEMBER 2021

5 Investments

Unrestricted Unrestricted
funds
funds
2021
2020
£
£
Interest receivable 1,308
848
6 Charitable activities
Charitable
Charitable
Expenditure
Expenditure
2021
2020
£
£
MyAction 4,479
17,907
Education, travel & conferences 18,123
49,569
Aspire-3-Prevent 68,490
57,099
Intercept 80,000
-
Subscriptions 3,572
-
174,664
124,575
Grant funding of activities (see note 7) 1,392
-
Share of support costs (see note 8) 1,463
2,035
Share of governance costs (see note 8) 2,070
1,180
179,589
127,790
Analysis by fund
Unrestricted funds 26,620
52,784
Restricted funds 152,969
75,006
179,589
127,790
7 Grants payable
Charitable
2020
Expenditure
2021
£
£
Grants to institutions:
Other 1,392
-

THE PREVENTIVE CARDIOLOGY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 SEPTEMBER 2021

7 Grants payable

(Continued)

8 Support costs

Support
costs
Governance
costs
£
£
Administration
1,463
-
Accountancy and IE
-
2,070
1,463
2,070
Analysed between
Charitable activities
1,463
2,070
2021
Support
costs
Governance
costs
£
£
£
1,463
2,035
-
2,070
-
1,180
3,533
2,035
1,180
3,533
2,035
1,180
2020
£
2,035
1,180
3,215
3,215

9 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the trust during the year.

10 Employees

The average monthly number of employees during the year was:

The average monthly number of employees during the year was:
2021 2020
Number Number
Total - -
There were no employees whose annual remuneration was more than £60,000.
11 Debtors
2021 2020
Amounts falling due within one year: £ £
Other debtors - 9,133
12 Creditors: amounts falling due within one year
2021 2020
£ £
Accruals and deferred income 3,288 6,820

THE PREVENTIVE CARDIOLOGY TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 30 SEPTEMBER 2021

13
Analysis of net assets between funds
Unrestricted
funds
Restricted
funds
2021
2021
£
£
Fund balances at 30
September 2021 are
represented by:
Current assets/
(liabilities)
56,738
-
56,738
-
TotalUnrestricted
funds
Restricted
funds
2021
2020
2020
£
£
£
56,738
101,453
-
56,738
101,453
-
Total
2020
£
101,453
101,453

14 Related party transactions

There were no disclosable related party transactions during the year (2020 - none) .