Finance Score: -5

Governance Score: 6

Support Score: 4

Multiple Deficits: -2
Fundraising costs high: -3

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +4

Overall GiG Score: 5

CHILDREN'S HEART SURGERY FUND

The main objective of the charity is to enhance the quality of care and support available to babies, young children and adult congenital cardiac patients, who are treated at the Leeds Congenital Heart Unit, based at Leeds General Infirmary.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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	£1,324	£1,053	£271	£357	£740	£682	7.8	14	9
31/12/22	£851	£1,081	£-231	£338	£436	£434	4.8	15	19
31/12/21	£962	£1,204	£-241	£304	£735	£726	7.2	13	20
31/12/20	£916	£820	£96	£327	£928	£918	13.4	13	15
31/12/19	£788	£932	£-143	£349	£818	£804	10.4	14	50
31/12/18	£1,058	£1,087	£-29	£243	£891	£874	9.7	11	0
31/12/17	£864	£2,622	£-1,758	£38	£1,036	£990	4.5	8	0
31/12/16	£998	£608	£390	£28	£2,686	£2,428	47.9	8	0
31/12/15	£525	£730	£-205	£54	£2,124	£2,120	34.8	5	0
31/12/14	£474	£643	£-169	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£468	£1,444	£-976	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 30.6%
Fundraising Costs/Total Spending: 34.3%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 34%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 92%
Reserves/Spending: 7.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.6

Asset Split ?

Balance Sheet History

Established: 12 years

http://www.chsf.org.uk

info@chsf.org.uk

01138314810

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

General Community services

How it operates

Makes grants to individuals
Makes grants to organisations
Other charitable activities
Provides other finance
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£9,360
National Lottery Community Fund	£8,000
Co-Operative Group	£5,350

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Family Support Worker
£8,000	26/11/2021	The funding will be used to support families with children who are in hospital for treatment. The project aims to improve mental health and wellbeing for families that are struggling with anxiety ....more The funding will be used to support families with children who are in hospital for treatment. The project aims to improve mental health and wellbeing for families that are struggling with anxiety and stress due to their children being hospitalised.
DCMS - Coronavirus Community Support Fund
£9,360	27/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Co-Operative Group - Grant to Children's Heart Surgery Fund
£5,350	15/11/2019	We want to buy as many INR home testing kits as possible, to make life easier for those living with congenital heart disease.
Co-Operative Group - Grant to Children's Heart Surgery Fund
£3,626	29/11/2017	We're raising money to bring a new children's heart theatre to the Leeds General Infirmary, to support children from across Yorkshire.
Garfield Weston Foundation - Main Grants award
£25,000	28/11/2017	A revolutionary children's heart theatre to help improve the lives of 10,000 of the sickest babies and children in Yorkshire, the Humber and North Lincolnshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 35-68

ALISON CONCHIE Appointed: 2022, Occupation: Manager Yorkshire & Humber

CATHARINA ADRIANA MARIA VAN DOORN Appointed: 2014, Occupation: Surgeon

CLAIRE DANIELS Appointed: 2021, Occupation: Trustee

COLIN WILLIAM CLEWES Appointed: 2022, Occupation: Trustee

KIERAN BRADY (Chair) Appointed: 2021, Occupation: Chair

MALENKA BISSELL Appointed: 2022, Occupation: Doctor

MATTHEW FIDLER Appointed: 2021, Occupation: Trustee

PAUL GOODWIN Appointed: 2017, Occupation: Partner And Client Director

SAMANTHA ROBINSON Appointed: 2015, Occupation: Informatics Programme Manager

WENDY HAIGH Appointed: 2020, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 30/07/2012, number: 1148359
Registered at Companies House on 23/07/2012, number: 08152970

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

11 returns made; all on time

Main office

B5
Joseph's Well
Hanover Lane
Leeds

Objectives

THE OBJECTS ARE SPECIFICALLY RESTRICTED TO THE ADVANCEMENT OF THE RELIEF OF SICK CHILDREN AND UNBORN CHILDREN, AND ADULTS WITH CONGENITAL HEART CONDITIONS, WITHIN THE AREA OF BENEFIT AND IN PARTICULAR, BUT WITHOUT LIMITING THE FOREGOING, THE TRUSTEES MAY:1) PROVIDE EQUIPMENT FOR MEDICAL OR NURSING TREATMENT IN THE CHILDREN'S HEART UNIT AT THE LEEDS GENERAL INFIRMARY (OR ELSEWHERE WITHIN THE AREA OF BENEFIT);2) PROVIDE FUNDS TO ENABLE MEDICAL, NURSING AND OTHER HEALTH PROFESSIONALS EMPLOYED OR WORKING AT OR IN CONNECTION WITH THE CHILDREN'S HEART UNIT AT THE LEEDS GENERAL INFIRMARY (OR ELSEWHERE WITHIN THE AREA OF BENEFIT) TO ATTEND OR PARTICIPATE IN LECTURES OR COURSES OR EDUCATIONAL OR TRAINING PLACEMENTS IN ORDER TO IMPROVE THE PROFESSIONAL SKILLS WHICH THEY EXERCISE IN THEIR WORK AND/OR TO PROVIDE SUCH MEDICAL, NURSING AND OTHER HEALTH PROFESSIONALS WITH TRAINING MATERIALS;3) PROVIDE SUCH ADDITIONAL FACILITIES AS MAY BENEFIT PATIENTS AT THE CHILDREN'S HEART UNIT AT THE LEEDS GENERAL INFIRMARY (OR ELSEWHERE WITHIN THE AREA OF BENEFIT) AND IN PARTICULAR FACILITIES (INCLUDING FINANCIAL ASSISTANCE) TO ENABLE THE PARENTS OR NEAR RELATIVES OF PATIENTS TO BE IN ATTENDANCE UPON PATIENTS DURING THE PERIOD OF THEIR TREATMENT OR CARE; AND4) PROVIDE FUNDING FOR RELEVANT RESEARCH.