Finance Score: 5

Governance Score: -2

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
All male board: -3

Grant maker support: +4

Overall GiG Score: 7

WALSALL REHABILITATION AND HEALTHY LIVING TRUST

Provision of exercise and other facilities to patients who are recovering from heart attacks and other forms of coronary disability

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely male
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end

Established: 19 years

heartcare@walsall.nhs.uk

01922725050

Charity Commission for England and Wales

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		£513	£514	£-1	£0	£800	£800	18.7	14	10
31/03/22		£603	£459	£144	£0	£800	£800	20.9	16	14
31/03/21		£437	£422	£16	n/a	n/a	n/a	n/a	n/a	14
31/03/20		£516	£469	£47	£20	£641	£641	16.4	16	15
31/03/19		£434	£437	£-3	n/a	n/a	n/a	n/a	n/a	15
31/03/18		£410	£433	£-23	£0	£0	£0	n/a	0	0
31/03/17		£477	£498	£-21	£0	£0	£0	n/a	0	0
31/03/16		£514	£477	£37	£18	£641	£641	16.1	24	0
31/03/15		£498	£467	£31	£0	£0	£0	n/a	0	0
31/03/14		£461	£439	£22	£0	£0	£0	n/a	0	0
31/03/13		£450	£430	£20	£0	£0	£0	n/a	0	0
31/03/12		£463	£461	£1	£0	£0	£0	n/a	0	0
31/03/11	*	£440	£459	£-19	£0	£0	£0	n/a	0	0
31/03/10		£462	£436	£26	£0	£0	£0	n/a	0	0
31/03/09		£432	£395	£37	£0	£0	£0	n/a	0	0
31/03/08	*	£376	£370	£6	£0	£0	£0	n/a	0	0
31/03/07		£348	£367	£-19	£0	£0	£0	n/a	0	0
31/03/06		£351	£352	£-1	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.3%
Fundraising Costs/Total Spending: 4.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 18.7 months
Net Current Assets/Spending: 11 months
Quick Ratio: 25

Asset Split ?

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides services
Sponsors or undertakes research

Where it operates

Birmingham City, Dudley, Sandwell, Walsall, Wolverhampton,

Who it helps

The General Public/Mankind

Who works here?

14 employees
10 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

National Lottery Community Fund	£30,000
Garfield Weston Foundation	£20,000
DCMS	£10,000
Sir Jules Thorn Charitable Trust	£1,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Supporting Heart and Lung Disease Patients Longterm
£10,000	07/10/2022	The funding will be used to help continue to provide free tailored long term support for heart and lung disease patients. The organisation supports over 1000 people each year most of whom are ....more The funding will be used to help continue to provide free tailored long term support for heart and lung disease patients. The organisation supports over 1000 people each year most of whom are elderly. The project aims to provide rehabilitation to people suffering from heart and lung diseases and address isolation and loneliness resulting in significant improvements in physical and mental health. Their aftercare programme provides the opportunity for people they’ve supported to exercise and to socialise with friends and the staff for as long as they wish.
Garfield Weston Foundation - Main Grants award - COVID19 response
£20,000	21/05/2021	Supporting Our Vulnerable Heart & Lung Disease Patients
Sir Jules Thorn Charitable Trust - Walsall Rehabilitation and Healthy Living Trust (Heart Care) - 08/03/21
£1,000	17/03/2021	Core Funding
DCMS - Coronavirus Community Support Fund
£10,000	02/10/2020	"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."
National Lottery Community Fund - Covid-19 Response: Supporting Our Vulnerable Heart & Lung Disease Patients
£10,000	15/05/2020 12	The funding will be used to provide extra staff and IT resources to support older people living with heart and lung disease. This will enable the increase in demand to be met in supporting those who ....more The funding will be used to provide extra staff and IT resources to support older people living with heart and lung disease. This will enable the increase in demand to be met in supporting those who are vulnerable during the COVID-19 pandemic.
National Lottery Community Fund - ECG Telemetry Heart Monitoring System
£10,000	27/06/2019 12	The funding will be used to purchase a heart monitoring system, which will help people in their rehabilitation following a heart attack. The project aims to address health issues and help people ....more The funding will be used to purchase a heart monitoring system, which will help people in their rehabilitation following a heart attack. The project aims to address health issues and help people reach their potential.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-67

DR COLIN FLENLEY Appointed: 2021, Occupation: Trustee

MARK WALSH Appointed: 2008, Occupation: Director Nhs

NARINDER MADHAR Appointed: 2024, Occupation: Medical

PAUL BURNS Appointed: 2020, Occupation: Trustee, Other trusteeship: ERDINGTON RECREATIONAL TRUST,

PHILIP GRIFFIN (Chair) Appointed: 2017, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 13/04/2005, number: 1109021
Registered at Companies House on 11/03/2005, number: 05389416

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
Internal risk management 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
Volunteer management

Filing Record

18 returns made; AR11: 15 days late, AR08: 4 days late,

Main office

Walsall Heartcare
12 Portland Street
WALSALL
WS2 8AB

Objectives

The objects of the Charity are to relieve sickness and protect the health of persons suffering or at risk from diseases, complaints or hereditary conditions of the cardiovascular system, circulatory system and respiratory system or other long term conditions.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WEST MIDLANDS.

Data Sources