Finance Score: -2

Governance Score: 9

Support Score: 3

Deficit latest year: -2
No PartB

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

Grant maker support: +3

Overall GiG Score: 10

THE BASINGSTOKE AND ALTON CARDIAC REHABILITATION CHARITY LIMITED

The relief of persons suffering from, or at risk of, heart and coronary illness, particularly those in Basingstoke and Alton and the surrounding areas, through the provision of exercise and health education. Also the conduct of research projects connected with cardiac rehabilitation.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

Comment by the Charity:
2021-2023 included a 25th Anniversary appeal including capital refurbishment works and we used external fundraisers to support this

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		£374	£437	£-64	n/a	n/a	n/a	n/a	n/a	3
31/03/22		£522	£470	£53	£114	£937	£806	20.6	14	30
31/03/21		£448	£339	£109	n/a	n/a	n/a	n/a	n/a	40
31/03/20		£369	£372	£-4	n/a	n/a	n/a	n/a	n/a	50
31/03/19		£315	£327	£-12	n/a	n/a	n/a	n/a	n/a	100
31/03/18		£309	£348	£-39	£0	£0	£0	n/a	0	0
31/03/17		£278	£318	£-40	£0	£0	£0	n/a	0	0
31/03/16		£244	£259	£-14	£0	£0	£0	n/a	0	0
31/03/15		£223	£238	£-15	£0	£0	£0	n/a	0	0
31/03/14		£260	£238	£22	£0	£0	£0	n/a	0	0
31/03/13		£349	£228	£120	£0	£0	£0	n/a	0	0
31/03/12		£303	£229	£74	£0	£0	£0	n/a	0	0
31/03/11		£226	£225	£1	£0	£0	£0	n/a	0	0
31/03/10		£187	£221	£-33	£0	£0	£0	n/a	0	0
31/03/09		£199	£206	£-6	£0	£0	£0	n/a	0	0
31/03/08		£201	£216	£-15	£0	£0	£0	n/a	0	0
31/03/07		£173	£190	£-16	£0	£0	£0	n/a	0	0
31/03/06	*	£217	£180	£37	£0	£0	£0	n/a	0	0
31/03/05		£231	£172	£59	£0	£0	£0	n/a	0	0
31/03/04		£155	£167	£-13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 32 years

www.cardiac-rehab.co.uk

hearty@cardiac-rehab.co.uk

01420544794

Charity Commission for England and Wales

Tweets

How you can help

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Bracknell Forest, Hampshire, Reading, Slough, Surrey, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
3 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

DCMS	£18,083
Henry Smith Charity	£10,000
Sport England	£8,133
Sir Jules Thorn Charitable Trust	£1,250

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Cardiac Rehab
£10,000	23/09/2021 24	towards two years' running costs of a project providing specialist exercise-based rehabilitation services for people who have had heart attacks, cardiac or circulatory surgery or have pulmonary ....more towards two years' running costs of a project providing specialist exercise-based rehabilitation services for people who have had heart attacks, cardiac or circulatory surgery or have pulmonary disease across Hampshire.
Sir Jules Thorn Charitable Trust - Basingstoke & Alton Cardiac Rehabilitation Charity Ltd - 16/12/20
£1,250	13/01/2021	Core Funding
Sport England - COVID19 Return to Play
£8,133	21/12/2020 2	Funding under Sport England's Small Grants funding programme for a Revenue project titled COVID19 Return to Play . This project is a Exercise & Fitness project, with a focus on beneficiaries with ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled COVID19 Return to Play . This project is a Exercise & Fitness project, with a focus on beneficiaries with a disability.
DCMS - ALB-SportEngland-COVID19 Return to Play
£8,133	21/12/2020	Funding under Sport England's Small Grants funding programme for a Revenue project titled COVID19 Return to Play . This project is a Exercise & Fitness project, with a focus on beneficiaries with ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled COVID19 Return to Play . This project is a Exercise & Fitness project, with a focus on beneficiaries with a disability.
DCMS - Coronavirus Community Support Fund
£9,950	08/07/2020	"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."
Masonic Trust - MCF Small Grant
£10,000	08/03/2019	Unrestricted core funding for small charities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 40-81

DR OSAMA ALSANJARI Appointed: 2022, Occupation: Consultant Cardiologist

DR SALLY TURNER Appointed: 2022, Occupation: Retired

DOMINIC GARDHAM Appointed: 2021, Occupation: Project Manager

DR HUGH JAMES NEWTON BETHELL, Occupation: Clinical Director

DR MICHAEL GEORGE HAYWARD (Chair) Appointed: 2011, Occupation: Retired Doctor - General Practice

KEITH BURGESS Appointed: 2019, Occupation: Retired

KEITH CHARMAN Appointed: 2021, Occupation: Retired

LISA HENSHAW Appointed: 2019, Occupation: Pr Consultant

ROSEMARY ANN LEWIS Appointed: 2015, Occupation: Business Director Wilson Practice

Legal constitution

Charitable company registered in England & Wales on 30/07/1992, number: 1013238
Registered at Companies House on 20/07/1992, number: 02732756

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 135 days late,

Main office

Basingstoke & Alton Cardiac Rehab
Cardiac Rehab Centre
Chawton Park Road
ALTON
Hampshire
GU34 1RQ

Objectives

The objects for which the Association is established are(a) The relief of persons suffering from or at risk of heart and coronary illness and other illnesses and medical conditions for which supervised exercise provides rehabilitation or effective intervention by the provision and maintenance of a Cardiac Rehabilitation Unit and other relevant services.(b) The education and assistance of such persons so to develop their understanding of the nature of actual and potential medical conditions particularly heart disease; education in how to avoid the onset or recurrence thereof, and the role of diet, exercise and lifestyle choices so that their conditions of life may be improved.(c) The promotion of research into the causes and treatment of heart and coronary illness and other medical conditions, and the publication of the useful results of such research.(d) The promotion of changes to lifestyles that help to achieve healthier living.

Defined Area of Benefit:

NOT DEFINED

Data Sources