TAKE HEART

Charity number: 1002063
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Providing comfort and support for patients at the Yorkshire Heart Centre situated at Leeds General Infirmary, St James Hospital and its units within the Leeds Teaching Hospitals, NHS Trust

Income and expenditure

Data for financial year ending 31 January 2024

Total income: £175,862
Total expenditure: £203,966

People

11 Trustee(s)

4 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Other Finance
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Leeds City

Governance

Registration history:
  • 28 February 1991: Standard registration
  • 25 November 2016: Funds received from 519946 THE LEEDS GENERAL INFIRMARY CARDIAC RESEARCH TRUST
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • 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
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GINA MCGAWLEY Chair
None on record
Jeremy Stephen Caiger Trustee 04 November 2024
None on record
Thomas Paul Knott Trustee 09 September 2024
None on record
Hayley Swithenbank Trustee 05 November 2023
None on record
Carol Bourke Trustee 07 October 2023
None on record
Trevor Stephen Thompson Trustee 15 February 2019
None on record
Stephanie B C Kaufman Trustee 14 March 2018
None on record
Andrew Fitzpatrick Trustee 09 May 2016
None on record
MATTHEW WOOD Trustee 12 June 2012
None on record
JEFFREY WILDRIDGE Trustee
None on record
PAUL KAUFMAN Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/01/2020 31/01/2021 31/01/2022 31/01/2023 31/01/2024
Total gross income £192.05k £258.78k £404.50k £419.78k £175.86k
Total expenditure £139.71k £333.38k £247.29k £301.04k £203.97k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 January 2024 05 September 2024 On Time
Accounts and TAR 31 January 2024 05 September 2024 On Time Download Open in new window
Annual return 31 January 2023 11 January 2024 42 days late
Accounts and TAR 31 January 2023 11 January 2024 42 days late Download Open in new window
Annual return 31 January 2022 17 August 2022 On Time
Accounts and TAR 31 January 2022 17 August 2022 On Time Download Open in new window
Annual return 31 January 2021 30 November 2021 On Time
Accounts and TAR 31 January 2021 30 November 2021 On Time Download Open in new window
Annual return 31 January 2020 26 August 2020 On Time
Accounts and TAR 31 January 2020 26 August 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 4 JUNE 1990 AS AMENDED 28 JANUARY 1991 AND 17 JUNE 1993

Charitable objects

(1) TO RELIEVE PATIENTS AND FORMER PATIENTS WHO ARE SICK CONVALESCENT DISABLED HANDICAPPED OR INFIRM OF THE CARDIOTHORACIC DEPARTMENT OF THE LEEDS GENERAL INFIRMARY (2) TO PRESERVE AND PROMOTE THE GOOD HEALTH OF SUCH PATIENTS AND THEIR FAMILIES (3) TO PROVIDE AND ASSIST IN THE PROVISION OF RECREATIONAL FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR SUCH PATIENTS (4) TO SUPPORT THE CHARITABLE WORK OF OTHER SIMILAR CARDIAC UNITS AND DEPARTMENTS IN HOSPITALS THROUGHOUT YORKSHIRE

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
LEEDS GENERAL INFIRMARY
GREAT GEORGE STREET
LEEDS
LS1 3EX
Phone:
01133922888
Email:
office@takeheart.net
Website:

www.takeheart.net Open in new window