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home >> charity search >> heart research uk
Finance Score: -3
Governance Score: 8
Support Score: 3
  • Excess liquidity: -1
  • Large legacies income: +2
  • Multiple Deficits: -2
  • Fundraising costs high: -2
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 8 ?

HEART RESEARCH UK

Heart Research UK is a visionary charity that leads the way funding ground breaking, innovative, medical research projects at the cutting edge of science into the prevention, treatment and cure of heart disease. There is a strong emphasis on supporting clinical and surgical projects and young researchers on their first steps into research.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • This charity has received more than half of its income from legacies in recent years
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are high relative to funds raised
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/12/23£4,017£3,324£693£677£4,287£4,20115.236100
31/12/22£2,545£3,987£-1,442£574£3,875£3,83911.6313
31/12/21£2,731£3,578£-846£415£6,826£6,67622.4270
31/12/20£2,743£1,589£1,154£370£6,913£6,69250.52332
31/12/19£2,629£3,337£-708£566£5,480£5,30419.12380
31/12/18£2,563£3,088£-525£547£5,374£5,15020250
31/12/17£4,344£2,837£1,508£485£6,194£5,83824.7190
31/12/16£2,976£1,906£1,070£410£4,282£4,12426190
31/12/15£1,674£2,033£-359£497£2,772£2,63915.6200
31/12/14£1,853£2,052£-199£464£3,202£3,07318200
31/12/13£1,916£1,854£63£453£3,333£3,20420.7180
31/12/12£1,821£1,638£183£478£2,901£2,69019.7160
31/12/11£1,745£1,979£-234£419£2,324£2,19813.3150
31/12/10£1,932£1,697£235£388£2,786£2,65918.8160
31/12/09£2,247£1,921£326£426£2,235£2,15213.4180
31/12/08£2,554£2,202£352£433£1,557£1,5568.5160
31/12/07£1,599£2,099£-500£344£1,857£1,85710.6150
31/12/06£1,299£1,589£-289n/an/an/an/an/an/a
31/12/05£1,604£1,401£204n/an/an/an/an/an/a
31/12/04£1,401£1,047£355n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 20.8%
Fundraising Costs/Total Spending: 22.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 56%
Liabilities/Income: 133%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 15.2 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.3
Asset Split ?
Balance Sheet History
Established: 30 years

www.heartresearch.org.uk

info@heartresearch.org.uk

01132347474

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Medical research
How it operates
  • Makes grants to organisations
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split

Age Range of Trustees: 33-80
  • ANDREW GOSTELOW Appointed: 2024, Occupation: Project Manager
  • ANTHONY KNIGHT Appointed: 2024, Occupation: Retired
  • CHRISTOPHER NEWMAN Appointed: 2016, Occupation: Cardiologist
  • DR CATHERINE JANE DICKINSON MAPHDFRCP
  • IAN ROBINSON Appointed: 2023, Occupation: Accountant
  • JAMES BREEZE Appointed: 2020, Occupation: Manager
  • JAMES SCOTT ANDREWS Appointed: 2022, Occupation: Partner & Director
  • JEAN PIERRE BOUVET Appointed: 2016, Occupation: Judge
  • JULIE FENWICK (Chair) Appointed: 2016, Occupation: Cardiac Nurse
  • LINDA MUSONZA Appointed: 2021, Occupation: Hr Business Partner
  • MARK O'DONNELL Appointed: 2023, Occupation: Ceo
  • MELISSA CLARE TOMLINSON Appointed: 2023, Occupation: Chair Of The Keith Howard Foundation
  • PETER BRAIDLEY Appointed: 2013, Occupation: Hospital Doctor
Legal constitution
  • Charitable company registered in England & Wales on 08/03/1995, number: 1044821
  • Registered at Companies House on 27/02/1995, number: 03026813
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from THE NATIONAL HEART RESEARCH FUND on 15/09/2020
  • Asset transfer in from THE YORKSHIRE HEART TRANSPLANT FUND on 11/01/2021
Main office

HEART RESEARCH UK
12D JOSEPHS WELL
HANOVER WALK
LEEDS
LS3 1AB

Objectives

the promotion and furtherance of medical research into the prevention, treatment and cure of heart disease and related conditions; andthe advancement of health or the saving of lives by providing practical help with the prevention, treatment and rehabilitation of people with such diseases

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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