Finance Score: -2

Governance Score: 3

Support Score: 0

Spending declining: -1
Volatile income
spending growth: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

TAKE HEART LEICESTER

Support cardiac patients and their carers.Supply equipment & bursaries for hospital staff within the cardiac unit

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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 but spending has been maintained

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
31/07/23	£12	£12	£0	n/a	n/a	n/a	n/a	n/a	0
31/07/22	£15	£16	£-1	n/a	n/a	n/a	n/a	n/a	15
31/07/21	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	0
31/07/20	£17	£11	£6	n/a	n/a	n/a	n/a	n/a	14
31/07/19	£15	£8	£7	n/a	n/a	n/a	n/a	n/a	10
31/07/18	£12	£34	£-22	£0	£0	£0	n/a	0	0
31/07/17	£14	£21	£-7	£0	£0	£0	n/a	0	0
31/07/16	£42	£19	£23	£0	£0	£0	n/a	0	0
31/07/15	£20	£22	£-1	£0	£0	£0	n/a	0	0
31/07/14	£15	£18	£-3	£0	£0	£0	n/a	0	0
31/07/13	£15	£17	£-2	£0	£0	£0	n/a	0	0
31/07/12	£17	£12	£5	£0	£0	£0	n/a	0	0
31/07/11	£17	£18	£0	£0	£0	£0	n/a	0	0
31/07/10	£26	£48	£-22	£0	£0	£0	n/a	0	0
31/07/09	£50	£53	£-3	£0	£0	£0	n/a	0	0
31/07/08	£290	£272	£18	£0	£0	£0	n/a	0	0
31/07/07	£23	£31	£-8	£0	£0	£0	n/a	0	0
31/07/06	£17	£29	£-12	£0	£0	£0	n/a	0	0
31/07/05	£29	£23	£6	£0	£0	£0	n/a	0	0
31/07/04	£14	£13	£1	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 36 years

www.takeheartleicester.co.uk

thl@takeheartleicester.co.uk

01162609701

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

General hospitals

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Derbyshire, Leicestershire, Lincolnshire, Nottinghamshire,

Who it helps

Elderly/Old People
People With Disabilities

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
Masonic Trust - MCF Matched Funding
£750	26/01/2021	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

CAROLE SKINNER Appointed: 2011

GERRY VORA (Chair) Appointed: 2014

HILARY CLAIRE ALLEN Appointed: 2021

LESLEY JOY SMITH

ROSEMARY WATSON

ROGER CHAUHAN Appointed: 2021

SALLY EILEEN GARNER Appointed: 2022

Legal constitution

Charity registered in England & Wales on 16/11/1987, number: 519484

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

11 WELLINGTON STREET
SYSTON
LEICESTER
LE7 2LG

Objectives

A) THE ADMINISTRATION OF ANY PROPERTY OR ESTATE USED OR INTENDED FOR ANY HEALTH EDUCATION OR OTHER CHARITABLE OBJECTS INSTITUTION OR WORK. B) THE SUPPORT BY CONTRIBUTION, LOAN GIFT, SUBSCRIPTION OR OTHERWISE OF ANY CHARITABLE INSTITUTION OR WORK WHICH SHALL BE ESTABLISHED OR MAINTAINED FOR ANY OF THE FOLLOWING PURPOSES:- I) THE FURTHERANCE OF HEALTH EDUCATION, II)THE PROVISION OF MEDICAL SERVICES, III) THE SUPPORT AND COUNSELLING OF SICK PERSONS AND THEIR FAMILIES, IN PARTICULAR, JUST BEFORE AND JUST AFTER MAJOR SURGERY RELATING TO HEART PROBLEMS, IV)THE SUPPORT OF MEDICAL RESEARCH, V)THE RELIEF, HELP AND CONFORT OF THE SICK AND AGED IN THE UNITED KINGDOM. C) GENERALLY FOR THE ADVANCEMENT OF ANY EDUCATIONAL OR OTHER CHARITABLE OBJECT NOT INCONSISTENT WITH THE FOREGOING WHICH MAY FROM TIME TO TIME COMMEND ITSELF TO THE TRUSTEES.

Defined Area of Benefit:

1. LEICESTERSHIRE AND THE MIDLANDS 2. UNITED KINGDOM

Data Sources