FREEMAN HEART & LUNG TRANSPLANT ASSOCIATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 17 July 2014
Removed: Not supplied
Company number supplied: CE002298
Financial period: 1 November 2024 – 31 October 2025
Latest income: £148,067
Latest expenditure: £106,113
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 9 Falstone Drive, CHESTER LE STREET, County Durham, DH2 3ST

Website recorded by the regulator: www.fhlta.org.uk (displayed as text)

02 Activities

What the charity does

To support Heart and Lung transplant patients of the Freeman Hospital, who are sick and convalescing, by providing advice relating to transplantation including financial assistance.Education of the public regarding transplantation and organ donation, and supporting vital research into Heart and Lung transplantation and after care.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 26 May 2026
Date Accounts Received: 26 May 2026
Total Gross Income: £148,067
Total Gross Expenditure: £106,113

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 17 February 2025
Date Accounts Received: 17 February 2025
Total Gross Income: £271,269
Total Gross Expenditure: £146,858

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 1 March 2024
Date Accounts Received: 1 March 2024
Total Gross Income: £98,769
Total Gross Expenditure: £99,673

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 8 February 2023
Date Accounts Received: 8 February 2023
Total Gross Income: £147,494
Total Gross Expenditure: £98,596

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 18 March 2022
Date Accounts Received: 18 March 2022
Total Gross Income: £92,467
Total Gross Expenditure: £35,805

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 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 26 May 2026
Total Gross Income: £148,067
Total Gross Expenditure: £106,113
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 17 February 2025
Total Gross Income: £271,269
Total Gross Expenditure: £146,858
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 1 March 2024
Total Gross Income: £98,769
Total Gross Expenditure: £99,673
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 8 February 2023
Total Gross Income: £147,494
Total Gross Expenditure: £98,596
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: 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: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 18 March 2022
Total Gross Income: £92,467
Total Gross Expenditure: £35,805
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: 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: 10

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Newcastle Upon Tyne City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Darlington
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Stockton-on-tees
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Middlesbrough
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Northumberland
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Durham
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: North Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sunderland
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

07 Official extract

Charity Event History

Charity Name: FREEMAN HEART & LUNG TRANSPLANT ASSOCIATION
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2014-07-17T00:00:00

Charity Name: FREEMAN HEART & LUNG TRANSPLANT ASSOCIATION
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2016-10-05T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 700730
Assoc Registered Charity Number: 700730
Assoc Charity Name: FREEMAN HEART AND LUNG TRANSPLANT ASSOCIATION

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Association Registered 17 Jul 2014
Charitable Objects: 1.THE PRESERVATION AND PROTECTION OF GOOD HEALTH AND THE RELIEF OF SICKNESS OF HEART AND LUNG TRANSPLANT PATIENTS AND FORMER HEART AND LUNG TRANSPLANT PATIENTS OF THE FREEMAN HOSPITAL, NEWCASTLE UPON TYNE, WHO ARE SICK AND CONVALESCING BY;A)PROVIDING ADVICE, EITHER GENERAL OR SPECIFIC IN ANY MATTER RELATING TO TRANSPLANTATIONB)PROVIDING SPECIFIC FINANCIAL ASSISTANCE, IF NEEDED, BUT ONLY FOR THE PURCHASE OF MEDICAL EQUIPMENT, FACILITIES FOR RECREATION WITH A VIEW TO IMPROVE THE PATIENT'S CONDITIONS OF LIFE, TRAVEL TO AND FROM HOSPITAL APPOINTMENTS AND COSTS INVOLVED IN PARTICIPATING IN TRANSPLANT SPORTS EVENTS.C)PROVIDING AND ASSISTING IN THE PROVISION OF AMENITIES IN THE FREEMAN HOSPITAL, INCLUDING EQUIPMENT AND TO THE FURTHERANCE OF EDUCATION IN STAFF FOR THE BENEFIT OF HEART AND LUNG TRANSPLANT PATIENTS. 2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE NEEDS OF TRANSPLANT PATIENTS AND TO MOBILIZE, ENCOURAGE, FOSTER AND MAINTAIN THE INTEREST AND SUPPORT OF THE PUBLIC IN TRANSPLANT HOSPITALS.3. THE PRESERVATION AND PROTECTION OF GOOD HEALTH AND THE RELIEF OF SICKNESS BY PROMOTING BY ANY LAWFUL CHARITABLE MEANS THE NEED FOR ORGAN DONATION AND THE IMPORTANCE OF THE DONOR REGISTER.

09 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Volunteer management

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures