Finance Score: 0
Governance Score: 2
Support Score: 0
  • No PartB
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Large volunteer base +3
Overall GiG Score: 5 ?

HEARTBEAT THE BRIGHOUSE HEART SUPPORT GROUP

HEARTBEAT offers Exercise and Tai Chi classes, Walks and Health Walks, Social Events plus support to people in Calderdale and surrounding areas who have had or are at risk of having a cardiac event.The risk factors are: had a cardiac event, high blood pressure and / or cholesterol, overweight, Diabetes type 1 or 2.HEARTBEAT raises funds to provide 24/7 public access AED's, to date 10 units
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received modest backing from several prominent grant makers recently
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Why are there 14 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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£35£35£0n/an/an/an/an/an/a
31/12/22£32£28£3n/an/an/an/an/an/a
31/12/21£20£20£0n/an/an/an/an/an/a
31/12/20£16£19£-2n/an/an/an/an/an/a
31/12/19£38£37£1n/an/an/an/an/an/a
31/12/18£23£23£0n/an/an/an/an/an/a
31/12/17£24£24£0n/an/an/an/an/an/a
31/12/16£32£30£2n/an/an/an/an/an/a
31/12/15£31£31£0n/an/an/an/an/an/a
31/12/14£28£23£5n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 11 years

heartbeat.uk.com

info@heartbeat.uk.com

01422204928

Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Education/Training
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Provides financial or material assistance
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bradford City, Calderdale, City Of Wakefield, Kirklees,
Who it helps
  • Other Defined Groups
  • The General Public/Mankind

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.

Specific Donations
Amount When
Months
To be used for
Sir George Martin Trust - Grant to Heartbeat
£1,277 07/11/2022
Capital costs for Advancement of Health/Saving Lives
Community Foundation for Calderdale - First Aid Training - AoFAQ Level 3
£600 12/07/2022
Grant to Heart Beat - Brighouse Heart Support Group

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split

  • CHRISTINE FLETCHER Appointed: 2024
  • DOUGLAS JOHN BIRKHEAD Appointed: 2021
  • FRANCIS BARRY CASTLE Appointed: 2021
  • KENNETH COOPER Appointed: 2023
  • MARGARET HOWARD Appointed: 2014
  • MARY GRACE MITCHELL Appointed: 2014
  • MIKE BUSSEY Appointed: 2018
  • MICHAEL BANKS Appointed: 2021
  • PAMELA JEAN LUNN Appointed: 2018
  • PHIL HAGGIS Appointed: 2018
  • ROGER BAILEY (Chair) Appointed: 2014
  • STEVE MALLETT Appointed: 2018
  • TONY TRUDGILL Appointed: 2018
  • TREVOR TROTT Appointed: 2018
Legal constitution
  • Charity registered in England & Wales on 07/05/2014, number: 1156951
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment 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
  • 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
10 returns made; all on time
Main office

Brighouse Sports Club
Russell Way
BRIGHOUSE
West Yorkshire
HD6 4LX

Objectives

THE OBJECT OF THE CIO IS TO PRESERVE AND PROTECT THE HEALTH OF PEOPLE IN CALDERDALE WHO HAVE SUFFERED A CARDIAC EVENT OR ARE AT RISK OF SUCH AN EVENT BY PROVIDING FACILITIES, SUPPORT AND REHABILITATION.

Data Sources

Charity Commission for England and Wales
360 Giving

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