CCEW Charity Commission profile

NATIONAL HEART AND LUNG FOUNDATION

Registered charity 1048073 · organisation 1048073

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
18 July 1995
Removed
Not supplied
Financial period
1 August 2024 – 31 July 2025
Latest income
£764,538
Latest expenditure
£203,415
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: NATIONAL HEART AND LUNG FOUNDATION, GUY SCADDING BUILDING, DOVEHOUSE STREET, LONDON, SW3 6LY

Website recorded by the regulator: www.nhlf.info (displayed as text)

02 Activities

What the charity does

The Charity aims to reduce pain, suffering and premature death caused by heart, lung and cardiovascular disease and disorders. The Charity's beneficiary is National Heart and Lung Institute, Faculty of Medicine, Imperial College London, delivering world leading improvements in clinical care, education and research activities. Special areas of interest include COPD and heart failure.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 May 2026
Date Annual Return Received
12 May 2026
Date Accounts Received
12 May 2026
Total Gross Income
£764,538
Total Gross Expenditure
£203,415
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 May 2025
Date Annual Return Received
4 December 2024
Date Accounts Received
4 December 2024
Total Gross Income
£899,496
Total Gross Expenditure
£176,555
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 May 2024
Date Annual Return Received
17 May 2024
Date Accounts Received
18 May 2024
Total Gross Income
£659,762
Total Gross Expenditure
£809,077
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 May 2023
Date Annual Return Received
5 February 2023
Date Accounts Received
5 February 2023
Total Gross Income
£638,319
Total Gross Expenditure
£1,036,493
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 May 2022
Date Annual Return Received
11 January 2022
Date Accounts Received
11 January 2022
Total Gross Income
£631,383
Total Gross Expenditure
£1,032,439

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
12 May 2026
Total Gross Income
£764,538
Total Gross Expenditure
£203,415
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
4 December 2024
Total Gross Income
£899,496
Total Gross Expenditure
£176,555
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
17 May 2024
Total Gross Income
£659,762
Total Gross Expenditure
£809,077
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
5 February 2023
Total Gross Income
£638,319
Total Gross Expenditure
£1,036,493
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
11 January 2022
Total Gross Income
£631,383
Total Gross Expenditure
£1,032,439
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
12 May 2026
Income Donations And Legacies
253063
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
511475
Income Other
0
Income Total Income And Endowments
764538
Income Legacies
132304
Income Endowments
0
Expenditure Raising Funds
£93,692
Expenditure Charitable Expenditure
£109,723
Expenditure Other
0
Expenditure Total
203415
Expenditure Investment Management
90966
Expenditure Grants Institution
28221
Expenditure Governance
81502
Expenditure Support Costs
81502
Expenditure Depreciation
0
Gain Loss Investment
748354
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£24,896,288
Assets Total Fixed
24657419
Assets Own Use
0
Assets Long Term Investment
24657419
Defined Benefit Pension Scheme
0
Assets Other Assets
£443,237
Assets Total Liabilities
£204,368
Assets Current Investment
0
Assets Total Assets And Liabilities
£24,896,288
Creditors One Year Total Current
179368
Creditors Falling Due After One Year
25000
Assets Cash
£350,587
Funds Endowment
15846976
Funds Unrestricted
6042224
Funds Restricted
3007088
Funds Total
24896288
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
4 December 2024
Income Donations And Legacies
387706
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
511790
Income Other
0
Income Total Income And Endowments
899496
Income Legacies
331900
Income Endowments
0
Expenditure Raising Funds
£72,177
Expenditure Charitable Expenditure
£104,378
Expenditure Other
0
Expenditure Total
176555
Expenditure Investment Management
69992
Expenditure Grants Institution
40000
Expenditure Governance
64378
Expenditure Support Costs
64378
Expenditure Depreciation
0
Gain Loss Investment
1720187
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£23,586,811
Assets Total Fixed
23734713
Assets Own Use
0
Assets Long Term Investment
23734713
Defined Benefit Pension Scheme
0
Assets Other Assets
£422,209
Assets Total Liabilities
£570,111
Assets Current Investment
0
Assets Total Assets And Liabilities
£23,586,811
Creditors One Year Total Current
430111
Creditors Falling Due After One Year
140000
Assets Cash
£33,809
Funds Endowment
15557167
Funds Unrestricted
5242019
Funds Restricted
2787625
Funds Total
23586811
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
17 May 2024
Income Donations And Legacies
157733
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
502029
Income Other
0
Income Total Income And Endowments
659762
Income Legacies
97525
Income Endowments
0
Expenditure Raising Funds
£84,644
Expenditure Charitable Expenditure
£724,433
Expenditure Other
0
Expenditure Total
809077
Expenditure Investment Management
82708
Expenditure Grants Institution
650000
Expenditure Governance
74433
Expenditure Support Costs
74433
Expenditure Depreciation
0
Gain Loss Investment
-256117
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£21,143,683
Assets Total Fixed
22188156
Assets Own Use
0
Assets Long Term Investment
22188156
Defined Benefit Pension Scheme
0
Assets Other Assets
£148,241
Assets Total Liabilities
£1,192,714
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,143,683
Creditors One Year Total Current
910108
Creditors Falling Due After One Year
282606
Assets Cash
£68,241
Funds Endowment
14717615
Funds Unrestricted
4013073
Funds Restricted
2412995
Funds Total
21143683
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
5 February 2023
Income Donations And Legacies
138182
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
500137
Income Other
0
Income Total Income And Endowments
638319
Income Legacies
111278
Income Endowments
0
Expenditure Raising Funds
£90,288
Expenditure Charitable Expenditure
£946,205
Expenditure Other
0
Expenditure Total
1036493
Expenditure Investment Management
0
Expenditure Grants Institution
908837
Expenditure Governance
37368
Expenditure Support Costs
37368
Expenditure Depreciation
0
Gain Loss Investment
-818996
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£21,549,115
Assets Total Fixed
22928120
Assets Own Use
0
Assets Long Term Investment
22928120
Defined Benefit Pension Scheme
0
Assets Other Assets
£272,424
Assets Total Liabilities
£1,651,429
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,549,115
Creditors One Year Total Current
1194762
Creditors Falling Due After One Year
456667
Assets Cash
£256,594
Funds Endowment
15558903
Funds Unrestricted
3653774
Funds Restricted
2336438
Funds Total
21549115
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
11 January 2022
Income Donations And Legacies
78469
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
552914
Income Other
0
Income Total Income And Endowments
631383
Income Legacies
63930
Income Endowments
0
Expenditure Raising Funds
£107,315
Expenditure Charitable Expenditure
£925,124
Expenditure Other
0
Expenditure Total
1032439
Expenditure Investment Management
0
Expenditure Grants Institution
909437
Expenditure Governance
15687
Expenditure Support Costs
15687
Expenditure Depreciation
0
Gain Loss Investment
2066005
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£22,766,285
Assets Total Fixed
23837033
Assets Own Use
0
Assets Long Term Investment
23837033
Defined Benefit Pension Scheme
0
Assets Other Assets
£526,331
Assets Total Liabilities
£1,597,079
Assets Current Investment
0
Assets Total Assets And Liabilities
£22,766,285
Creditors One Year Total Current
776287
Creditors Falling Due After One Year
820792
Assets Cash
£523,252
Funds Endowment
16730931
Funds Unrestricted
3714893
Funds Restricted
2320461
Funds Total
22766285
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Northern Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
NATIONAL HEART AND LUNG FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1995-07-18T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 03/07/1995AS AMENDED BY DEED DATED 19/02/2015 as amended on 20 Apr 2021 as amended on 27 Mar 2024
Charitable Objects
The objects of the Charity are for the protection and preservation of health and the relief of sickness of persons suffering from diseases and disorders of the heart and lungs and the advancement of education (including by promoting or assisting in the promotion of research and investigation) in the causes and treatment of such diseases and disorders, by the provision of grants, facilities, equipment and premises and such other assistance as the Trustees shall determine.
Area Of Benefit
NOT DEFINED - IN PRACTICE LONDON

10 Official extract

Charity Other Names

Charity Name Id
277745
Charity Name Type
Previous name
Charity Name
NATIONAL HEART AND LUNG INSTITUTE FOUNDATION

11 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investing charity funds policy and procedures