TAKE HEART

Registered charity 1002063 · accounts filings on the Charity Commission register

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

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: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · website · Get email alerts

Financial health, per its FY2026 accounts

The accounts state that the charity reported a total deficit for the year of £419,180, a significant reversal from the previous year's surplus. Total funds decreased from £957,562 to £538,382, driven largely by increased grants to Leeds General Infirmary which totalled £514,806. Despite the deficit, the charity maintains unrestricted funds of £538,382 and has no stated reserves policy target.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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

Public fundraising profile: JustGiving — Take Heart (matched by registered charity number).

Structured financials (annual return, FY ending 31/01/2025)

Reported reserves equal ~34.7 months of spending — in the top quarter for charities its size (median 7.1 months; benchmarks).

Per its annual return, cost of raising funds: 4.3% of total income — above the median for charities its size (3.0%) (benchmarks).

Register events

• Received assets from another charity (25/11/2016) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• GINA MCGAWLEYchair
• Andrew Fitzpatrick
• Andrew James Hogarth
• Carol Bourke
• Gregory William Reynolds
• Hayley Swithenbank
• Jeremy Stephen Caiger
• PAUL KAUFMAN
• Stephanie B C Kaufman
• Thomas Paul Knott
• Tracey Alison Sutcliffe
• Trevor Stephen Thompson

Trustee list from the Charity Commission register (current, not historical).

Operates in: Leeds City

Income and spending

Common questions