Finance Score: -4

Governance Score: 3

Support Score: 3

Spending declining: -1
Volatile income: -3
No PartB

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 2

HELP, EDUCATION AND RESOURCES TO BRING EVERYONE ALL TOGETHER

The aim is to engage with the local community through positive social action to raise aspirations; build confidence & self esteem; improve access to opportunity; help make positive lifestyle choices; tackle the debilitating effects of poverty & deprivation & assist in education & training. These help improve quality of life & ultimately empower our beneficiaries to change expected destinies.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile recently

Established: 13 years

heartbeatseaham@uwclub.net

01915812233

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
31/01/23	£39	£37	£3	n/a	n/a	n/a	n/a	n/a	4
31/01/22	£42	£44	£-2	n/a	n/a	n/a	n/a	n/a	6
31/01/21	£48	£47	£1	n/a	n/a	n/a	n/a	n/a	5
31/01/20	£67	£57	£10	n/a	n/a	n/a	n/a	n/a	17
31/01/19	£59	£53	£6	n/a	n/a	n/a	n/a	n/a	17
31/01/18	£67	£52	£15	£0	£0	£0	n/a	0	0
31/01/17	£61	£48	£12	£0	£0	£0	n/a	0	0
31/01/16	£44	£43	£1	£0	£0	£0	n/a	0	0
31/01/15	£44	£40	£4	£0	£0	£0	n/a	0	0
31/01/14	£40	£34	£5	£0	£0	£0	n/a	0	0
31/01/13	£31	£34	£-2	£0	£0	£0	n/a	0	0
31/01/12	£34	£26	£8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

How it operates

Provides human resources
Provides services

Where it operates

Durham,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
4 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.

Specific Donations

Amount	When Months	To be used for
The Ballinger Charitable Trust - Grant to Heartbeat
£7,000	09/09/2022	Unrestricted funding
County Durham Community Foundation - Support groups for older people
£3,984	11/12/2018	To support older and isolated individuals.
The Ballinger Charitable Trust - Grant to Heartbeat
£21,000	21/09/2018 36	Unrestricted funding.
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£45,000	18/06/2018	Core costs
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Groups for older and isolated individuals
£9,010	03/11/2016	Towards Groups for older and isolated individuals
Henry Smith Charity - Grant to Heartbeat
£9,010	03/11/2016 12	towards one year's running costs of a project providing support to older and isolated people in a deprived area of Co Durham
Woodward Charitable Trust - Towards the projects costs of support group
£500	25/02/2016	Towards the project costs of their support group for older and isolated individuals.
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Children and young people's project
£3,100	24/06/2015	Towards Children and young people's project

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DEBORAH EBDY Appointed: 2015, Other trusteeship: TRUST PROPERTY HELD IN CONNECTION WITH STANLEY STREET INDEPENDENT METHODIST CHURCH, SEAHAM,

ERIC SOUTHWICK (Chair), Occupation: Accountant, Other trusteeships: THE FREE CHURCH FEDERAL COUNCIL (INCORPORATED), TRUST PROPERTY HELD IN CONNECTION WITH STANLEY STREET INDEPENDENT METHODIST CHURCH, SEAHAM, THE WELCOME DIRECTORY,

JAMES COLLINGS Appointed: 2014, Other trusteeship: TRUST PROPERTY HELD IN CONNECTION WITH STANLEY STREET INDEPENDENT METHODIST CHURCH, SEAHAM,

RUTH ALEXANDRA WATSON Appointed: 2021

Legal constitution

Charity registered in England & Wales on 22/02/2011, number: 1140548

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; all on time

Main office

Independent Methodist Church
Stanley Street
SEAHAM
County Durham
SR7 0AU

Objectives

TO PROMOTE THE BENEFIT OF THE INHABITANTS OF SEAHAM AND SURROUNDING AREAS, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, BY ASSOCIATING TOGETHER THE SAID INHABITANTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND OTHER LEISURE TIME OCCUPATION WITH THE OBJECTS OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.

Data Sources