Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

TAKE HEART ( DERBY)

Conduct 2 monthly walks to cater for different abilities. Weekly private swims. A monthly talk from a variety of guest speakers. Hold monthly lunches at restaurants recommended by members. We hold two formal lunches per annum. Meet for coffee every month. Regular talks to heart patients and external organisations. All sessions are geared to social interaction. Produce monthly newsletter.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	*	£14	£13	£1	n/a	n/a	n/a	n/a	n/a
31/03/22		£6	£7	£-2	n/a	n/a	n/a	n/a	n/a
31/03/21		£6	£6	£1	n/a	n/a	n/a	n/a	n/a
31/03/20		£11	£11	£1	n/a	n/a	n/a	n/a	n/a
31/03/19		£9	£9	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£9	£9	£-1	£0	£0	£0	n/a	0
31/03/17		£8	£6	£2	£0	£0	£0	n/a	0
31/03/16		£5	£6	£-1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 9 years

www.takeheartderby.co.uk

michael.flude@takeheartderby.co.uk

01332380219

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Derby City, Derbyshire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

MARGARET STORRY Appointed: 2015, Other trusteeship: YEW TREE WOMEN'S INSTITUTE,

MICHAEL BRIAN FLUDE (Chair) Appointed: 2015

NIGEL CULLEN Appointed: 2023, Other trusteeships: THE NOTTINGHAM GENERAL DISPENSARY, MEMORIAL TO THE OFFICERS AND MEN OF THE SHERWOOD FORESTERS (NOTTINGHAMSHIRE AND DERBYSHIRE REGIMENT),

PAMELA FEARN Appointed: 2013

PATRICIA FLUDE Appointed: 2015

RICHARD JAMES FLATMAN Appointed: 2013, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. EDMUND,ALLESTREE,

ROBERT STEPHEN JONES Appointed: 2013

Legal constitution

Charity registered in England & Wales on 23/09/2015, number: 1163703

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Trustee expenses policy and procedures

Filing Record

8 returns made; AR23: 104 days late,

Main office

14 BROOKSIDE ROAD
BREADSALL
DERBY
DE21 5LF

Objectives

TO PROTECT AND PROMOTE THE HEALTH OF CARDIAC PATIENTS IN DERBYSHIRE AND THE SURROUNDING AREA, THEIR FAMILIES AND CARERS, IN PARTICULAR BUT NOT EXCLUSIVELY BY: (1) PROVIDING A SUPPORT GROUP FOR CARDIAC PATIENTS, THEIR FAMILIES AND CARERS; (2) PROMOTING THE RECOVERY OF CARDIAC PATIENTS FOLLOWING SURGERY; (3) PROMOTING THE WELFARE AND CARE OF CARDIAC PATIENTS, WITHOUT GIVING MEDICAL ADVICE; (4) INCREASING PUBLIC AWARENESS OF HEART DISEASE, ITS CAUSES AND TREATMENT, IN CONJUNCTION WITH THE BRITISH HEART FOUNDATION, THE ROYAL DERBY HOSPITAL AND OTHERS, AND FORMING LINKS WITH OTHER HEART GROUPS THROUGHOUT THE UNITED KINGDOM; (5) PROVIDING INFORMATION, WHEREVER POSSIBLE, ON CURRENT AND FUTURE HEALTH CARE ISSUES WHICH MAY HAVE IMPLICATIONS FOR CARDIAC PATIENTS; (6) PROVIDING EXTRA EQUIPMENT AT THE HOSPITALS OF THE UNIVERSITY HOSPITALS OF DERBY AND BURTON NHS FOUNDATION TRUST (UHDB), SPECIFICALLY FOR USE IN THE CARE OF CARDIAC PATIENTS.

Defined Area of Benefit:

LOCAL

Data Sources