Finance Score: -3

Governance Score: 4

Support Score: 7

Large legacies income: +1
Multiple Deficits: -2
Fundraising costs high: -2

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 8

BRITISH HEART FOUNDATION

The BHF is the UK's largest independent funder of cardiovascular research in the UK. For over 60 years BHF has pioneered life-saving research that has helped halve the number of deaths from heart and circulatory disease in the UK. BHF also helps provide vital support and information for the 7.4m people living in the UK with heart and circulatory disease.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
More than half of total income was derived from trading and fees in the latest year
This charity has received considerable income from legacies in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

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

Established: 61 years

www.bhf.org.uk

heretohelp@bhf.org.uk

0300 330 3322

Charity Commission for England and Wales

Tweets

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	Volun- teers
31/03/23	£381,300	£370,100	£11,200	£32,100	£125,600	£102,400	3.3	4,191	13,900
31/03/22	£351,700	£297,300	£54,400	£30,200	£117,700	£100,200	4	4,090	16,500
31/03/21	£225,300	£242,300	£-17,000	£26,400	£49,200	£24,600	1.2	4,229	18,000
31/03/20	£336,500	£356,500	£-20,000	£38,700	£19,400	£-7,100	-0.2	4,433	18,786
31/03/19	£338,000	£366,900	£-28,900	£41,800	£56,200	£30,900	1	4,241	19,641
31/03/18	£328,000	£330,000	£-2,000	£34,200	£82,900	£57,700	2.1	3,824	0
31/03/17	£310,500	£317,000	£-6,500	£31,400	£78,700	£54,200	2.1	3,641	0
31/03/16	£301,500	£316,100	£-14,600	£181,500	£46,200	£28,000	1.1	3,409	0
31/03/15	£288,200	£287,300	£900	£172,600	£-6,000	£-21,600	-0.9	2,709	0
31/03/14	£275,100	£312,800	£-37,700	£168,100	£-30,600	£-43,400	-1.7	2,617	0
31/03/13	£263,607	£278,362	£-14,755	£157,296	£-7,467	£-16,480	-0.7	2,537	0
31/03/12	£249,893	£273,174	£-23,281	£148,200	£-15,479	£-27,738	-1.2	2,373	0
31/03/11	£233,398	£290,786	£-57,388	£134,882	£10,036	£3,071	0.1	2,700	0
31/03/10	£213,762	£203,104	£10,658	£116,853	£51,742	£42,997	2.5	2,017	0
31/03/09	£198,366	£223,528	£-25,162	£102,175	£2,433	£-6,292	-0.3	1,889	0
31/03/08	£185,089	£195,255	£-10,166	£87,575	£64,471	£57,520	3.5	1,717	0
31/03/07	£171,087	£167,173	£3,914	£83,527	£79,299	£75,329	5.4	1,665	0
31/03/06	£155,208	£163,676	£-8,468	£0	£0	£0	n/a	0	0
31/03/05	£141,159	£153,047	£-11,888	£0	£0	£0	n/a	0	0
31/03/04	£129,539	£140,010	£-10,471	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 22.6%
Fundraising Costs/Total Spending: 8.9%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £200,000-£250,000
Liabilities/Assets: 74%
Liabilities/Income: 92%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Isle Of Man, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

4,191 employees
13,900 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Garfield Weston Foundation	£500,000
Masonic Trust	£150,000
DCMS	£99,658
Quartet Community Foundation	£1,495

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to British Heart Foundation
£250	23/05/2023	As directed by the donor towards British Heart Foundation's cardiovascular research in the UK.
Quartet Community Foundation - Grant to British Heart Foundation
£500	18/11/2022	As requested by the donor towards research into all heart and circulatory diseases and the things that cause them. Heart diseases. Stroke. Vascular dementia. Diabetes.
Quartet Community Foundation - Grant to British Heart Foundation
£495	02/09/2022	As requested by the donor towards research into all heart and circulatory diseases and the things that cause them. Heart diseases. Stroke. Vascular dementia. Diabetes.
Foundation Scotland - Grant to British Heart Foundation
£200	02/05/2022	Unrestricted donation from W Scott
Masonic Trust - MCF Medical Research
£150,000	21/02/2022	A grant to fund 2 PhD studentships to conduct research into Heart Disease and Heart Conditions
Quartet Community Foundation - Grant to British Heart Foundation
£250	24/05/2021	As requested by the donor towards research into all heart and circulatory diseases and the things that cause them. Heart diseases. Stroke. Vascular dementia. Diabetes.
Foundation Scotland - Grant to British Heart Foundation
£100	06/05/2021	General charitable donation from W Scott
Garfield Weston Foundation - Major Grants award
£500,000	29/01/2021	Protecting the future leaders of cardiovascular science
DCMS - Coronavirus Community Support Fund
£99,658	05/10/2020	"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."
Foundation Scotland - Grant to British Heart Foundation
£100	04/05/2020	General charitable donation from W Scott
Woodward Charitable Trust - Donation for fundraising walk - general funds
£1,500	12/12/2007	Donation to general funds.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 54-61

DAVID BOYNTON Appointed: 2023, Occupation: Company Director

DR ANNALISA JENKINS Appointed: 2021, Occupation: Company Director

DR SARAH CATHERINE CLARKE Appointed: 2018, Occupation: Consultant Cardiologist, Other trusteeship: THE ROYAL COLLEGE OF PHYSICIANS OF LONDON,

KAREN FRANK Appointed: 2019, Occupation: Banker

MARK FITZPATRICK CA Appointed: 2020

PROFESSOR BRIAN ROBERT WALKER Appointed: 2022, Occupation: Deputy Vice Chancellor

PROFESSOR DAVID LOMAS Appointed: 2016, Occupation: University Vice-Provost

PROFESSOR ISMAA SADAF FAROOQI Appointed: 2022, Occupation: Senior Research Fellow, Other trusteeship: OBESITY EMPOWERMENT NETWORK UK,

PROFESSOR SIR MUNIR PIRMOHAMED Appointed: 2020, Occupation: Professor Of Medicine And Consultant Physician

SHARRON PAMPLIN Appointed: 2023, Occupation: Hr, Other trusteeship: ENGINUITY,

TIMOTHY HOWE Appointed: 2018, Occupation: Barrister

Legal constitution

Charitable company registered in England & Wales on 26/03/1963, number: 225971
Registered at Companies House on 28/07/1961, number: 00699547

Gift Aid

Registered with HMRC for Gift Aid

Event History

12/12/2012 - Asset transfer in from NO SMOKING DAY
05/11/2014 - Asset transfer in from THE JOHN NICKOLS FOUNDATION
12/12/2016 - Asset transfer in from MARGARET ELUNED JAMES CHARITABLE TRUST
03/01/2018 - Asset transfer in from INNER WHEEL CLUB OF ROSS-ON-WYE
31/01/2018 - Asset transfer in from DAISY CHAIN NURSERY SCHOOL
15/05/2019 - Asset transfer in from THE DOMINIC KING FUND
20/10/2020 - Asset transfer in from THE BASIL LARSEN 1999 CHARITABLE TRUST
04/02/2021 - Asset transfer in from SOCIETY OF FRIENDS OF ST PAUL'S MEDICAL CENTRE
29/11/2021 - Asset transfer in from WATFORD HEART SUPPORT GROUP
12/08/2022 - Asset transfer in from ROTARY CLUB OF SEAHOUSES AND DISTRICT CHARITABLE TRUST FUND
25/10/2022 - Asset transfer in from THE DRAYTON AND FARLINGTON ACTION GROUP
19/01/2023 - Asset transfer in from BASILDON & DISTRICT HEART SUPPORT GROUP
24/02/2023 - Asset transfer in from THE PENTECOSTAL EVENTIDE TRUST
22/08/2023 - Asset transfer in from GOLDEN YEARS LUNCH AND SOCIAL CLUB
20/02/2024 - Asset transfer in from CIARANS CAUSE
03/04/2024 - Asset transfer in from THE BARBIROLLI SOCIETY

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

Main office

British Heart Foundation
Greater London House (4th Floor)
180 Hampstead Road
London
NW1 7AW

Objectives

THE OBJECTS FOR WHICH THE FOUNDATION IS ESTABLISHED ARE: TO ATTACK AND DEFEAT DISEASES AND CONDITIONS OF THE HEART AND CIRCULATION AND OTHER DISEASES ILLNESS OR CONDITIONS, BY UNDERTAKING AND PROMOTING RESEARCH FOR THE PUBLIC BENEFIT INTO THEIR CAUSE, DIAGNOSIS, TREATMENT AND PREVENTION, PROMOTING THEIR DIAGNOSIS, TREATMENT AND PREVENTION, EDUCATING THE PUBLIC AND ALLEVIATING SUFFERING AND PROMOTING THE WELFARE OF PERSONS AFFLICTED AND THOSE WHO CARE FOR SUCH PERSONS.

Defined Area of Benefit:

UNRESTRICTED

Data Sources