Somerville Heart Foundation

Charity number: 1138088
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

1. The relief of poverty, sickness and distress amongst those persons who have a heart disorder of any form or who have undergone heart surgery of any kind, by such means as are charitable. 2. The advancement of the education of the public in relation to all aspects of heart disorders or abnormalities.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £229,726
Total expenditure: £170,765

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:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 16 September 2010: Standard registration
  • 13 June 2025: Funds received from 1158249 YOUTH@HEART
Organisation type:
Charitable company
Other names:
  • GUCH PA (Working name)
  • THE SOMERVILLE FOUNDATION (Working name)
  • GROWN UP CONGENITAL HEART PATIENTS ASSOCIATION (Previous name)
  • THE SOMERVILLE FOUNDATION (Previous name)
Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MS KENNEDY Chair
None on record
Dr Andrew Leslie Smith Trustee 24 June 2025
None on record
Simon Steel Trustee 24 June 2025
None on record
Sheena Vernon Trustee 24 March 2025
None on record
Dr Fiona Walker Trustee 27 May 2020
None on record
Leigh Nisbet Trustee 06 June 2019
None on record
Michael Rosen Trustee 07 March 2019
None on record
Crispin Somerville Trustee 23 March 2018
None on record
Lewis Barnes Trustee 24 May 2017
None on record
ROBERT NICOLL Trustee 01 August 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £114.94k £137.96k £144.71k £152.50k £229.73k
Total expenditure £180.93k £108.11k £131.56k £157.64k £170.77k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £23.29k 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 December 2023 22 October 2024 On time
Accounts and TAR 31 December 2023 22 October 2024 On time Download Open in new window
Annual return 31 December 2022 23 October 2023 On time
Accounts and TAR 31 December 2022 23 October 2023 On time Download Open in new window
Annual return 31 December 2021 05 November 2022 5 days late
Accounts and TAR 31 December 2021 05 November 2022 5 days late Download Open in new window
Annual return 31 December 2020 27 October 2021 On time
Accounts and TAR 31 December 2020 27 October 2021 On time Download Open in new window
Annual return 31 December 2019 10 November 2020 10 days late
Accounts and TAR 31 December 2019 10 November 2020 10 days late Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Ground Floor
7 Friars Courtyard
30-32 Princes Street
Ipswich
Suffolk
IP1 1RJ
Phone:
01473252007