THE LEON HEART FUND

Charity Number: 1140199
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity activities consist of raising funds to support children and families who attend the Paediatric Cardiology Department of the University Hospital of Wales.The charity provides grants for hospital expenses to help parents and young people with cardiac related illnesses. It aims to create the Leon Montanari family support room at the Paediatric Cardiology department.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £13,493
Total expenditure: £11,650

People

8 Trustee(s)

10 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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • 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
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 03 February 2011: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JULIE ANNE CRIDLAND Chair
None on record
Sheranie Eleri Morris Trustee 01 January 2023
None on record
DAVID THOMAS Trustee 01 June 2017
None on record
NADINE THOMAS Trustee 01 September 2016
None on record
PHILIP DALEY Trustee 01 September 2016
None on record
JOHN DAVIES Trustee
None on record
KERRY BOWDEN Trustee
None on record
EMMA JAYNE CUNNINGHAM Trustee
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 £21.29k £6.03k £15.21k £15.38k £13.49k
Total expenditure £21.61k £9.75k £7.80k £17.08k £11.65k
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 December 2023 12 June 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 21 March 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 24 October 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 05 November 2021 5 days late
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 04 September 2020 On Time
Accounts and TAR 31 December 2019 Not Required
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 11/10/2010 AS AMENDED ON 27/01/2011 AS AMENDED ON 04/11/2013

Charitable objects

THE RELIEF OF SICKNESS OF CHILDREN AND THEIR FAMILIES WHO ATTEND THE PAEDIATRIC CARDIOLOGY DEPARTMENT OF WALES BY THE PROVISION OF SMALL GRANTS TO HELP PARENTS OF CHILDREN AND YOUNG PEOPLE WITH CARDIAC RELATED ILLNESSES WITH HOSPITAL EXPENSES, CREATING AND SUPPORTING THE LEON MONTANARI FAMILY SUPPORT ROOM WHERE FAMILIES CAN HAVE A QUIET SPACE TO RELAX OFF THE WARD IN THE PAEDIATRIC CARDIOLOGY DEPARTMENT OF THE UNIVERSITY HOSPITAL OF WALES AND ASSISTING IN PLACING SMALL PIECES OF MEDICAL EQUIPMENT IN THE HOME FOR CHILDREN WITH COMPLEX NEEDS DUE TO CARDIAC RELATED ILLNESSES WHEN THE NHS IS UNABLE TO PROVIDE THE FUNDING. THE RELIEF OF SICKNESS OF CHILDREN AND THEIR FAMILIES WHO ATTEND THE SPECIAL CARE BABY UNIT, SINGLETON HOSPITAL SWANSEA BY THE PROVISION OF SMALL GRANTS TO HELP PARENTS OF CHILDREN AND YOUNG PEOPLE WITH HOSPITAL EXPENSES AND ASSISTING IN PLACING SMALL PIECES OF MEDICAL EQUIPMENT IN THE HOME FOR CHILDREN WITH COMPLEX NEEDS WHEN THE NHS IS UNABLE TO PROVIDE THE FUNDING. TO ASSIST IN THE TREATMENT AND CARE AND THE PROMOTION OF THE WELLBEING OF DISABLED CHILDREN OR CHILDREN WITH LEARNING DISABILITIES OR CHILDREN WITH ACUTE AND/OR CHRONIC ILLNESSES THROUGH THE PROVISION OF SMALL CAPITAL GRANTS TO CHARITIES IN SOUTH WALES. TO ASSIST IN THE TREATMENT AND CARE AND THE PROMOTION OF THE WELLBEING OF DISABLED CHILDREN OR CHILDREN WITH LEARNING DISABILITIES OR CHILDREN WITH ACUTE AND/OR CHRONIC ILLNESSES THROUGH THE PROVISION OF SMALL CAPITAL GRANTS.

Area of benefit

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

WALES

Contact information

Address:
8 Grove Road
Clydach
SWANSEA
SA6 5JW
Phone:
07791626075
Email:
JULIE.MONTANARI@GMAIL.COM
Website:

www.theleonheartfund.org Open in new window