COMPANY REGISTRATION NUMBER: 07285409
CHARITY REGISTRATION NUMBER: 1138088
Somerville Heart Foundation
Company Limited by Guarantee
Unaudited financial statements
31 December 2021
4A8EULIW
17110r2022
COMPANIES H¢ME

Somerville Heart Foundation
Company Limited by Guaranteo
Financial statements
Year onded 31 December 2021
Pag¢
Twslees. amual linaJrtyJ*ing Ihe dir8d￿$. iet*M)
Indepgndent exarrinevs reFP)rt to the tnjsttes
10
Statement ol fmancial actywties (irKludiThJ eXp￿dItuTe account)
11
Balance 5heel
12
Not￿ to thfrfinancial statomnts
13

Somerville Heart Foundation
Company Limited by Guarantee
Trustees. annual report {Incorporat5ng the directors. report)
Year ended 31 December 2021
The Iwustee5, who a￿ also Ihe direct￿ lor the purposes of ccrfnpany law, present Ih#ir report and lh•
unaudited finanrjal statemenls ol the charity for the year erKJed 31 tknmber 2021.
financial ststements have been prepared in accordancè with the accountfjng policies Set out In notes to
the accounls an¢J CoM￿Y with the charivs gO￿￿1rtg flocument, the Charities A¢t 2011 ants Compani85 Act
2006 and A¢￿untIng and RepOrt￿g by Charities: Statem8nt of Recommended Praclice appliGat4• 10
charilies preparing Iheir account5 in acC￿l￿anCe vthh Ihe Finanoal RepOr￿Tr9 Slandard applicable in the UK
arwj Republi¢ of Ir•land prt+lished in October 2019.
Ref•renc• and adm1n1s1rat￿ detsll$
Reglsttred ¢h•rity n•me
Smr¥ille Hoart FoundatKsn
Charity r•gi$tration 1wm￿r
1138068
Company registration numb•r
07285409
Prine5pal Offi￿ and r•gl$t•red 7 Friaf5 C￿trtyarrf
office
30-32 Prir￿S Slwl
Ipswich
Strffdk
IP1 1RJ
The trusts•s
trustees who strvgd during Ihe year at the date of approval were as follows..
l Bames ICha*l
J Soff*Mlle IFoffl*r Prnstdtnt. rèsvJned 26 January 2021)
Cumpor IFonY)er PrnsNlenl. deceased 11 July 20221
fvl Rosen ￿reasurer)
F Kenne
R Nicdl (Vice p￿sidentI
C So￿r¥I148
L Nisbet
F Walker
Company s•eretary
A Woods
Ind•p•n&nt examin•r
L Thutslon FCCA
Lo￿well Blakg LLP
Chartèred accountants
First Flrxx Suitg
2 Hillside Business P¥k
Bury Sl Edrnunts
IP32 7EA
Scottish ¢harlty regl$lrallon no. SC049673
Bankers
TS8 Bank PIC
16 Buttemwrket
Ipswich
Suffolk
IP1 1BG

Somerville Heart Foundation
Company Limited by Guarantee
Trustees. annual report (incorporating the dlrectors. report) {rwllftu•dJ
Year ended 31 December 2021
Objecti￿5 and a¢liviti•s
The Chari￿$ obi•ctives afe".
1. The reltef of poverty. sickness i*strpss anxry5t pew50ns VA￿ have a heart disordèr of any
fom orwho have underwne h￿rt surgery of any kind, by such Tr*ans as charitable.
2. The advancernent of Ihe 8du¢atM)n of lh8 wblic in rdalion lo all asp8cts ol heart disorders or
ab￿rn)elItieS.
The trustees have paKI due ward lo guKlen(x issued by the Charity Commission ￿ decidlng wh•t
acts'vitigs th• ehanty should undertakè.

Somerville Heart Foundation
Company Llmited by Guarantee
Trnstees. annual report (incowporating the dire¢tors' report)
Year ended 31 December 2021
A¢hl•¥•m•nts and p•rforw¢¢
SorneNlle Hearl F￿￿ndatiOn rèmains tho only rEgtstewd Charity in Ihe UK wdet chaiity working wilh young
people and adulis who were tM)m wilh a heart condilion IACHD. adult congenital heart diseas8 palientsl.
Congenital heart disease is iht rTh)st common condition thai babies are bom ¥Afh. there being a prevalence
of around 10 out of 1,IK)O INe birlh5. Thi5 populabon 1$ increasing at an tstimatetl 6% ptrr yèar howevèr
services haven'l developed as Ihe rbumber of patients has grown. There is a huge gap be￿een patients.
n*s and thè needs aN1 Ihe helps aTh1 SUPF*Yt thal Ihey receive.
CHD patien15 heart diseasè wasnl caused by IrfeSt￿e. srTK)kiro. diet. lack of exercise or èny lactor thjt Ihey
could have controlled themselves. Congenilal heart patièrts werè simply ttyjm their condiltons.
For neady thirty years the SomeNlle Heart Foundation or GUCH Pattents Association. a5 rt was originally
krLown, has fought for better treatment. erthuraged researth an(1 prOV￿ed services lor th058 in greatesl
need. This indudes ACHD palients d8velop8d ￿￿ntaI condi1￿$ rèlated to their heart tjisease.
womèn want to start a family. those ITW BAME c(wnmunthes and pa￿ntS who are livin9 in finanei•l
distfess.
The majority of truslees aTh1 ¥cAuntee￿ are thenKselves heart patient5. This brings a great deal of èmpalhy
and UnderSt￿dIng to our work and the O￿anISation has a stn.ng and SUPPOTtivfr lamily feel". The charily ts
also us*r-l•d in that its diredion ol Iravel and senri¢es are based entirely on the needs of patients. Thrtsu9h
5UTveys. Facebook. Twitter and the Someryille Heart Foundation's websrte the organisatic*) 15 in a conslant
conversal*Jn wllh patienis and is always campaigning arhj advLvtin9 With and for Ihem.
Somerville Heart Foundation is en11￿Y independent and receives no funding from eentral or local
governmenl. All ol our Ip)nVine sgThitss freè of tharye for pat*nts.
Reséarch
Somerwlle Heart Foundation has bèen Invd¥￿ s•¥wal research p(oiecls invol￿rIg ACHD patients and
will continue to do so.
Inforn)allon and support
We htlp patients to leaij happy he*thy li￿$. dealir¥J with th• traumas tsf lrnqu•nt surytry, Y￿rneS about
lrfe expectsncy, thif•culli85 in lh8 *YJrtd of wowk and famly life ￿￿ted to CHD.
Sornerville H¢8rt Foundatim contHiues to wovth infm11￿ and swF4yI lhrTh￿h traditional sources
including".
1. Our quart•rfy newslotter.
2. Infomation and adwce 18aflets at $peciali$t¢orwJ8nilal hgart ¢8ntres.
3. Our new website was launched last year and is full of info￿atiOn. advu. pati•nt sloriès, useful articlès
and specialist centr8 contacl detrils. It conthnue5 to bè devewd aThJ enhanced.
4. Our new mernbership sthemg was launched in February 2021 wilh a d•dicated meths online a￿a for
paDents, their families and he8m￿are prdessiwls to ￿S5 infryrnation to ￿1 our5ervices aftd Support.
5. Our health passport eftats￿ palients lo Sha￿ details of Iheir with non-specialist rn8dical
s•Thices. dentists GP'S elc.
We a150 make maxiftwm use ol ￿la1 medta. intemd and diyital technotogy. o￿n and closèd Facebook
groups help to maintain a vibrant online community al0￿Ide the message-board on our website.

Somerville Heart Foundation
Company Limited by Guarantee
Trust•os' annual report (incorporating the dire¢tors' report)
Year ended 31 December 2021
Wellbeing zoom sessions are regukrly by our WelFbery Ccrtjnsellor.
Charity W￿1* lound at VhYW.1sf.or9.uk. Twffter reaches a wide range of patients, professionals and
supp￿terS. SomeTrill• Hoart F¢)undat￿n uses YouTube to prov•Je information ¥￿￿e05 to support patients.
Pati•nts. prolessionas, relatwes aThl carers all bèn8fit8d from th8 Ilagship hèlpline service 0300 0151 998.
Call•rs r8e•ived support wilh a wide rary of •Nuiri*s mdLbSng:
1. Whère to find specialist cgntr8s for con99n1t￿ h8art pati8N5.
2. Support ￿1h empl¢)yn*nt and sign p05ting sources of help ￿nOfft issuos.
3. Infomwtion and advice for pat￿nts tr3vellw)g Ihè UK.
4. Mental health and Wdlbw"rKJ d￿llenge$.
5. GrowlrKJ older ¥•ith a heart (¥)n¢ibon.
8. Rocent diagnosis and conla¢ting 0th8r in swnilar situat￿$.
7. End of lrfe issues.
8. Be￿a¥ement
9. Disability rvJhts.
10. Employfflgnt rights.
11. Suppryt for relati￿$ and ca￿.
12. SupprKI for those tsBnsfwriThJ from &Mklren to aduli swvice5 (transiti￿1.
13. ￿￿re￿nI and Eslate Planning.
Newslettèts werè putAished in $PfiNJ, ￿rnm￿. au￿rnn and winter.
Inf0M￿tIOn ènd advice leafiets wlich avalablè dwecty from our of￿. onlin• and at ACHD Sp9c￿list
gntres. inlorrned patients about Irfesty* i55Ugs. ￿￿￿g￿nCY. Iransil#)n. ￿ntracep11On and other relevant
lopics.
Patients experien(arvJ diwiminalK)n at wcrfk have benefitted from our law ser¥iee, sornètimès helping them
10 stsy in empkjyrnent attrj when Ihat hasnl baen possible S•CLtring ￿mp9A$atiOn lo help them live their
lives whgn Ihey have been ynlawly dismissed.
M•ntal h•alth seThie•
For many years mental illness armngst ACHD pai*nts remained in a hidden yet distre55ing problpm. Our
own resear(* has shown the d6pth of neod in rolation to conwital heart palrents mental health. Over BO%
of patients who comple18d sury•y reported having personally experien￿ depression, 35% having had
panic attacks and over 37% rewtin9-aeule general anxie￿. Thtr trauma ol multiple medical interventions
as yOUn9 chiklren may account lor than 25% of patients gxpgriencing"needle phobia..

Somerville Heart Foundation
Company Limlted by Guarantee
Trustees. annual report, (Incorporatlng the dlrectors. report)
Year ended 11 Décember 2021
any of our I￿nell￿an8s oype1￿cO"rtOUbI8 disuiffHiiatrJn- opportunit￿ and restricted lives
due fo their heart ¢ontlibon arKI bwng dwiminated wnsl beca￿ of Ihe concomitant mantsl h¢allh
probl¢ms.
SomeNllg Heart F0VrKlobL￿ bwthfrom empknyry ?.11gdi¢at&l mgntsl ho*1 and *vllbgnig ry>ur*elloT.
Supportwas pm¥lded dlrxty emaa t•lephO￿ lrtlim•nd to face nwbry.
AddrtKJno1ty. pati￿1¥ wgrg h*8d to a¢￿sS l(xal resoufe•s aryj s•Thrfe•s. Frne wothshops were d￿￿rnd.
tsachNig patl•nts to manag• anxiety and deal %•ith pa￿C alla(*s.
Edu¢alion*l •v•nt•
Th• 2020 onnual CMtsrenc• took ￿act May2021 in pafb)8rship Tprith the team from Unlversty HoS￿la1
s.oulhamptL￿ at the Holiday Inn in StyJtharnpt￿ and was well supported.
Pati•nts in rthtrty TAwe hdped ty.
1. Providing fro9 Coogutheck r￿¢hIn•S p•lignis fmaneially to manw th•ir
condibon.
.2. Tho c¢￿t*￿i￿$ sUpF￿ FuThJ supsrrttlng those ¥Alh sudden and une¥pe(aeil financ4al burd¢n$.
1. The Bffjokor Awar&grant gI￿n b m•dKal sludontsio sh¥kni ACHD th￿ul￿nts and encourag•d inlo
ACHD m•dicTh.
2. ACHD tasi•F S•5*im•xp8nS￿kn assist d(ttors k¥ ¥lknd lh• courso.
In¢•matlonal IlnlKS
Sornrville Heart Fro￿tht￿n .has conlmiuod to worfE with parbw opJwisations ilwoughout the worfd lo
ampaign for bettw palient Ser￿ces. f*1 f0rrfiserirninat￿ and imwov•the' fv•s".of CHtr patients. Ow Of
thè InJsie8s 1$ a nwnbtrolth• Eurwoncongenital Heart Di5e85e Org8ni58tion IECHDO).
Volunt•ws
&)merville Heart F¢undalvJrv is ¥wy gal8lul for thè h•tr• aThl £upport by 1401unteers at lev81
thfjn IM organtsatson it￿uding..
1. Dr L Morton Continu￿ to thlessly onbehallot Hg8rt pBti•nts in S(xJll•nd.
2. McthtQW5 m?nago social m•dra..
3. Trust0￿ who *illryly gi%* their tim• to ￿1P ensurn th• Orgar￿ gobpfwd effechvety.
4. Volunteerfundr*ws ¥hv) hèld 04•nts in th8 to néeded f•ts.
5. IndFwduals wh¢ proth Jnlorn)atlon arrtl athes lorthe fAYbslie. swialmDdla an.d GUCH Nvws.

Somerville Heart Foundation
Company Liffltted by Guarante
Trustses. annual report (Incorporating th• dlrectors. r•port)
Year ended 31 D•cemb•r 2021
Irmslm•nts
In accordance Heart F￿r￿liOn'S ollwcal investwnt policy. lund¥￿ ig Inv•st•d ty
Roihbjnes Inwstswt Marwèrnont Swth.
FlTr•nel*l r•TA•w
port in sponsored Èvèn¢S.
Dwin9 2021 as cowd fostrictsons grodu81ty the fac&ttrlac¢ aCts￿￿e$ of th8 Charity slarted to
slowly rosurr*. Furk*ai8in9 •wnts sffil lar f•w8r durwvj the latter parl of Ihb yaw than in P￿￿0(16
ats ond income d•iv4èd by Ihè ehawity was cwsxknbty Ihan oxpecw. A 9ranl from th6
National. lofj•ry of 3P￿DX1ma14ty £45.(O) awardwl tts ts charity tvwards.cofe fmling t￿•￿ invalu8b5& In
malnlainlThJ 8x￿nditur￿. This grani was ulllw to co¥w the p61iod.Sept•rrt)of 2021 to M4rth 2022
andwas crndi¢8d in the accoLrt durin9 the apprOp￿at• ar)xunb"rfj perKId.
During tha.ye¥r thg lot* irKorr• arTh)untsd to ÈJ44.71t12020: £137,962) of t*tKh" inc4)m&lrorn donallons
and 18gacaes Incrna$8d to £90.350 fmm £82.19). iwJm• alt￿r IradiNJ Beli￿ d•creas8d lo £51.487.
from £52.511.
Th• totsy •xpanthturn amou1rt￿ tts £131.561 12020.. £108.1t31 ¥&ilh e¥peThI￿re (*aritabl• acl11￿1•5
d8ere8sing knt117.955lrorn £101.848 n 1he wecedin9 Pgriod. Th. ¢hariVs not Incomo lor lh8 ￿ar which
includ•s a net g•n ￿ InV¢s*M￿ of £16..17612020: £6.843) •iwrttod to£29.326 {2020: £36.6921.
R•s•rws. pollcy
The organisa￿tift ThJrn¥II¥ 8XF*¢ts to I￿Ed up to yoarfs Unr•stric1￿ Bypvnditur• itt'a rgsorvg fund.
vthich based 2021 acbvilK8s ab￿￿nI lo £120.308. Som•Thilk Heart Foundations unrestricted
seM8 ￿1￿ * yearryend th anxKJrthl lo ￿l4,1￿{202O.. £173.601171thth is in suiplus to IM poky.
over th• ¢W￿n9.Y¢a1$.

Som•r¥llle H•art FoundalSon
Company Limil•d by Guarant••
Trust￿ R•port (l￿orporatIng th• dlr•cloffs'
Ye•r •nded 31 Dec•mb•r 2021
Pl•Trs for bTrrtur• wrlods
Going Into the spriry of 2021. Ihe tsustees finalised a budget for the year in wNch th? prol•cllon was the
Charity lo retum lo a largely balanced bu<J9et and 8 restcffed reserves polky as refeTred lo above.
The effect ol Covkl-19 sfince March 2020 has Iwl a gigThficant effect on the cyrali￿$ of the charity 81 am
levels and ¢onllnues to do so os this repryt 1$ being finalised and approved.
For the great•r part of2020. the operations ofthe SOM￿ Foundalion had bwn si9nltlcanlly ¢urtalgd wllh
Ihe suspenslonlcurtailmwTrt of patient services arKI the suspenson of all tmrt ￿rtual. lundralslng evènts from
whkh Ihe Charlty roulinety seojfes its mainstream frjnding.. IN the laiter part of 2020 and Ihroughwl 2021
all paltenl seM¢es hove been festtyed and Indeed Increased wllh hdp from the ftmding vla th•
Nallonal Lottwy Fund.
Further. the Som¢Mlle Fwndation was Ih(NJght of sufftdenty hlghty to have receTr¥ed fundlng from H
Gov&mment through tho Nati￿al Lottwy Communty Fund in the fom) of a spetyal appll¢atson to the
CoronavrnJs Community Support Fund support the chaiity through Ihe drfllculbes of the Covld 19 pandwnic.
The trust￿$ are dtli9hled to nol¥ that the excellent worf( of the somery11￿ Foundation has been re¢ognlsed
for the gyAI11 dellvers to the UK heart palient 0)M￿￿nIty.
Althtyjgh most staff were fwloughed throughout Ihe pandemic. the SomeThilk Foundafjon has rewved
signlfiGant gifts of lime and c&xTrmttrnent to asstsl V•rylh provi(ling care and servlces to the patients slnce
Our serylces and support are in d￿and morn than ever with tre he1￿Ine having seen a 2,1X)OYo IrKrease In
the eady stages of thg pandern￿and many of those people a¢c•s5ing our olher seryices and support as well.
11 Is hoped that the substantial finanraal loss irtityatty an11¢y￿ at the start of the Covid pandemic can now
be #voided.
L¢4)kin9 l￿Ward. the prcfjected rnc¢)me is w ￿kety to be re(bx8d ts 2tr22 as it Is getling incwslngty diffi¢ull
to raise fvnds for charitable causes ¥vtiiLst the ￿Onom￿ drflkulbes loave indi￿d￿#[S wtlh less ¢Jisp05ablo
in¢ome . In a sImi￿r way. costs of mainlaining ihe dMrity's services are becomNw MO￿ expenslve In
numerous ￿Spects indudin9 pa￿￿1. t)ffKe overt￿ats and provRllng necessary patleTrt seNlces.
Our seTrrr*s and support are in demand more Ihan ever v*ith the helpline having seen a 2.000% irmase in
the oarly sla9as ofthe pandamic 8nd manyoftrK¥se perffj￿ accessing our othw servkes and support as well.
11 Is hoped that Ihe substantial fina￿la1 loss initiaty ￿liripated al the stsrt of the Covid pandemK can rthv
be avoidgd
Fornwr Presld•rt
Tt is deep regret that the InBtees repcyt the death of Mr Mlch* Curnper on 11 July 2022. Mh*ael was
assotsaled ￿ the charity for many years in nurnemus dlfferent roles. latterty as p￿idOn$. He ¥K)rked
tire1￿￿Y for the palients and for the charity and his presw will b8 gwtly mlss•d.

Somervllle Heart Foundation
Company Llmited by Guarants•
Tru$t•es' annual report {Incorpornting th• dlrnctors. rnport)
Y•ar ond￿ 31 D0￿mber 2021
and ArbC1￿ of A5wation. chanty was inc4rt￿¢•d .15 J￿0 2010 arnl tjegan op#rdting 1)n 1
January 2011. Folbwlng thè tron¥fgr of aw ¢¥eraUoM. ass•ts and l￿bIll￿•S from GUCH PA thg
uniiKoffjorat8d dwrity (n￿nb￿r 1041e661 Ihat dato. The 8o*d d￿lded to apply ftt tharitable Slalu8 in
SDJtland and was r¢g¢sler8d tAilh tha Scottith rwlor. OSCR (Office of the Scottish Chaiity RegulatDr) on
21 Cttobor 2019.￿dtr regislrttion nunthr SC0496T3.
Oay to day marw3omont may bo d819* to st•ff Ilwwgh Gewal Man89or, h¢y4ThW tho btsard of
INst••s r•mains fidly r•spon*bt• fe¢ th&ruM*vJ oflh8 organvbon.
Tn￿1*• rn¢rnlkn•*t *ndlAlning
Where possltrAo trvstso rn(¥uitinont fo11tr￿ bosl prnckoa5 ¢xrfined *rythin the Gov8mawKo Cctyje. Trusl8es
arg chosen to 91￿ th• Somitle Pleart Four*J•lion a ol thlls and •xparti$o to ensure tho charity
71h heart wnditKTh.
Potenlial Irusleo5 S￿n0 ￿ Infonnal Clwrn of IM tr￿*t••$ and und•ryo •pprowiots
background reference (1￿kS. Once aPFdnl8d Ihay ar8 gven an oveThiow of Ihe oryanisation by Ihe
Chawman, a cqjy ol it5 polici•& and P￿t￿edureS •5 wrfl as an up to d•to set ol a￿unts. Tn&stees are also
9iwn & copy of th• Ch￿ty Commlssion leaffet C.C3. Essential Truste• What you naed lo
1<no￿, Th• G0voma￿A Cod• and h8¥* aCt•ss to the SuifoJkAcademy for Vdunlary Or9ani$ations' onli
sKw•manc• leamirg mat•ri*. Th8y also ro¢eiw tr• PB3 dotsJm8nt. Publc Benefft r¢wrltng' and 8re
required lo •ete a"Declarnlwi ol Intsrnsl IMn-.
Th8r8 is no one •xt8mal lo tha thaiity that is anblod b aP￿Irt tp1st￿$.
R•J•t•d partl•B
The oryanisalioTr hiforrnaly *•ilh olhw t**flles In￿￿ing Litue HegTts IAattof. ECHO (Evèlina
Chldrens. Heart Hospital) 8riti$h Heart FMdakn and the Chil(kens' He8rt Foundation Ipswlch
Rl$k m•nwm•nt
mM9ato these risks.

Somerville Heart Foundation
Company Limitèd by Guarantee
Trustees. annual report (Incorporating the directors. repoty it0￿￿￿￿￿j
Year ended 31 December 2021
Independent exafft1￿r rnappoSntment
A re$olulion to appoinl L Thurston FCCA of L(NV4￿ll Blake LLP as mdependent •xaminerwll be proposed
.afthe nex1 Annual General Meelin
Sm•ll tompany pYovisi4)nS
This rewt ha$ bttn prepaved takirKJ advantage of the small ￿1panIeS. exempb'on of section 41 SA ol Ihe
Compar¥ies Aet 20(￿.
30191.2022
The trustees. ￿U31 re￿ty￿t was appT(frtd .............................. aryl SWJ￿￿ on behalf of Ihe board of
tnts1eès by..
(a
M Rosèn
Tft￿lee and Trnasurer

Somerville Heart Foundation
Company Llmited by Guaranteo
Independent examinerfs report to the trustees of Somerville Heart Foundation
Year ended 31 Dec•mber 2021
I report to the Charity tr￿teeS en my eXanInat￿n of statements of the company for the year
ended 31 December 2021 w1￿Ch ￿rise Ihe ststement ol ffinanual achvities lindudir¥J incomè and
expendi￿r+ account). balar￿A sheet and the rdated notes.
Responsibllltles *nd b•g1s of mport
As the chanty's trustées ol the eompww land aso rts dir￿torS foT the pufjKt5es ol cornpany lawl you are
responSi￿e fof th* weparntion of the finan¢ial statements in accudance with th• reqwrements of the
Companies Ad 2(X6 (the 2QC* Act).
Having satisfied myself Ihat the financd statements of the wmpany are not required to be audited under
Part 16 of the 20C6 AGI and are elwible for independent examinabon, I rewt in Tespeci of rny examtnation
ol your companls finan￿￿ $Iale￿nIS as carried (MJI under sedion 145 01 lh8 Charities Act 2011 {'the
2011 Acl'l. In carrying otst my exan¥natKJn I hab* foJltr*ed Ihe DweaH)ns given by the Charity Cornffiission
undor section 145lSllbl ol the 2011 Ac£
Indep¢nd•nt ¢¥amlntrf$ statement
I have compteled my exaft*naiion. I £¥￿fiM1 that no have COME lo my aiienl•Jn in connection with
the examination 9Mn9 Cause to bek¥e tr￿t in arry M￿et￿l respect.
accounting records were not kept in wespecl of the o)mpany as rwured by section 386 of the
20C6 Act.. or
the fInar￿la1 Statem￿1$ do Th)t accord with those rettKds: or
the fKwicFal siatements do r*)1 c￿¥ wrfh the O￿ntin9 requ1￿Men15 of Secti￿ 396 of the
20C6 Act Olher than any reouiroment that the acwjnts 9i¥e a 'true and fairf viv* which is not a
matter ¢onsK1er•d as part of an independ•nt oxamination.. or
the finonu¥ slatemenls l)een sYepore(l in aecordance the methods and prMiciplg5
of the stateff￿nt of Recomrr*nd8d Pra¢lic• for a￿O￿nting and repo￿n9 by charit￿$ 3pplicab18
to ¢harth'es wepanng Ihew acc¢Awts in atcardaf￿e wth the Financial Reportsng SlanLlartJ
ap￿￿ble in the UK and ReWbI￿ ol Ifdand IFRS 102}.
I hav8 no concems and have come across no other matters in connection ￿th the examination to whKh
attèntion S￿)L￿O b$ drawn in this wort in to enable a prO￿T underslanding of the aceounts lo be
reached.
L Thur510n FCCA
Independent E￿arn￿er
Lovewell Blake LLP
Chartered a￿OUntantS
First Floor Suite
2 Hillside Business Park
Bury St EdmurwJ5
IP32 7EA
301912022

Somerville Heart Foundation
Company Llmited by Guarantee
Statement of financial activities
(including income and expenditure account)
Year ended 31 December 2021
2021
Reslricted
fvnds Totsl funds
2020
Unrestricle(I
funds
Total funds
In¢om•
Donalions and legacies
(Xhèr trading a¢tiwties
Investment income
Olher income
90,350
51.487
2,841
.350
51,487
2,841
33
82.150
52,511
3.014
287
Total inet)me
144.711
144.711
137,962
Ex￿ndIture
Raising funds
Costs of raising danatKMts and 18gaci&s
Charitable aetiwtie5
Other expenditure
11.581
106.702
2.025
11,581
117,955
2,025
3,963
101.8S8
2,292
108.113
11.253
Totsl expenditure
120.308
11.253
131.561
14•t In¢t)me and net moveft*nts In funds
b•fgr• 9ain$ and losses on investrnents
24,403
111.2531
13,1gJ
29.849
N•t gains sjn in￿sIm￿ntS
16.176
16,176
6,843
N•t Income and net mowm•nt in.lund$
40.579
{11.253}
29.326
36,692
Reconciliation ol funds
Total funds brought forward
Total funds caftied lor•ard
173.601
63.603
237.204
200,512
214.180
266.530
237.204
The slatement of financial acliwb8s includes all gains and lossesrecognised in the year.
All income and èxpenditure derive from conkn"nuing acliwtiès.
The notes *)n pa9es 13 10 22 form part of thes• financbal statsmenta.
11

Somerville Heart Foundation
Company Limlted by Guarantee
8alance sheet
310ecember 2021
2021
2020
Fixed assets
Investments
11
145.980
128.098
CuThent •S8ets
Debtors
Cash at bank and li hw¥J
12
4.349
121.IK2
12.466
129,496
141.962
Crnditots: Amowlts f•lln9 due with#1
on¢ year
13
{4.8611
(32,8561
Net current assets
120.550
109.106
Total ass*ts Itss cumnt Il•blUII•s
286.530
237.204
Net assets
266.530
237.204
Fmds olthe charlty
R¢stricled funds
Unrestricted funds
$2.350
214.180
63.603
173.601
Totsl charity funds
16
2fj6,530
237.204
For the year ending 31 December 2021 the charty was entilled to exernption Irorn audit under $e¢aion 477
the Companie5 Act 2006 ￿lath"n9 to small ctsmpanies.
Directors. respon%bilibes.'
The members have nol required the Company lo obtwn an audit of its finarKkql statements for the year
question in a￿OrdanCe se£lion 476:
The directors a&￿WIedYe their responsibilit*s for with the requirements of the Aet wilh
resped to a¢wunting records and Ihe prepaiation of fwnckql ststements.
Thèse financial slatemeftts have been prepwed in accor￿ wrth Ihe pro¥?5ions applicable to ¢ompanifr$
subj.ect to thè small companks. regime.
These finanoal statw*nts were apwoved by the board ol tntst••s .authoris•d for is$ye on
3Q1912Q21.......
.. and are Si￿1 on beh3LI ol Ihe board by:
M Rosen
Twstee and Treasvrer
Company wi$tration number. 07285409
Th• notes on pa9•5 13 to 22 fovm part oflhese fin•Th¢￿1 $tatwnwts.
12-

Somerville Heart Foundation
Company Lin7ited by Guarantee
Noles to tho financlal statements
Year ended 31 December 2021
G•n•i•l Infornialion
The charity is a public ￿nefft 8nlity and a private conyany limiled by guarante•. registered in
England and Wales and a registered charity in England and Wales. Th8 address ol the regislered
offic8 1$ 7 Fri8rs Courtyafd, 30-32 Princes Street. Ipswith. Suffolk. IPI 1 RJ.
Slal•ment ol Compllance
The charity ¢on$litLrt¢s a public benefrt entity a5 d•fin•d by FRS 102. Th• fjnan¢i31 slBtements have
been prèparèd in actoidancè with Account￿9 and Reporting by Charities: Slatem8nt of
Recommended Piacb"ce applicatrA8 to charIt￿S wepaiirvj their accounts in accordance with the
Fina￿la1 Reporling Standard applicable in the LIK and RepuNi¢ ol Ireland issued in October 2019, the
Financial Repoiting Standard appli¢able in the Kingdom and Republic ol Ireland IFRS 1021,
Ihe Charitiès Act 2011. the Companies Act 2006 and UK G8noralty Accepted Accounting Practsce.
A¢¢ountlng poli¢ie5
8a$16 of pr•parallon
financial ststomonts have been prepared on ￿ historical Cost basis. as mc#Jified by the
revaluatK)n of certain financial assets and l¢abilities arnl investment propertw mgasur8d at fair value
through 4i¢ome oi exp￿￿11U￿.
Th• finanual stateNents are prepared in slerkng. 7*hith is the functM)nal cuNency of Ihe entity.
Golng ¢onurn
The accwnts have been prepared on the going cirt•m basis and Ihè trustees believe that no
material uncèrtaintiès èxist. The trvst•es have consiOere<l the level Df fvnd5 held and the expecled
income and expenditure for the next 12 ￿￿NIh& from auth0ri5ing these financial statem*nts. The
budge18d in¢ome and exp8ndilvrè is Suff￿nI the level of reseryes lor charity lo be able to
continue a5 8 going ¢onr*m.
P•nsions
The Charity operates a defined contribution pension sd*me. Contn"ExJl1￿ to defined contribubon
plans arg rsugnised as an expense in the perityj in which the related 89rvi¢8 1$ provided.
L•a$lng
Lease payments art r8¢ognised as an expense over the lease term on a straight-line basis. The
aggregate benefit of lease in¢entiv8s is re¢ognis8d as a reduclion fts •xpense over the lease temi. on
a slraighl-lin8 basis.
13.

Somerville Heart Foundation
Company Llmited by Guarantee
Notes to the financial statements 1¢
Yoar •nded 31 D•¢frm￿r 2021
A¢¢ourrting policles (Co•thU•￿)
Fund accountin9
Unrestricted lunds arg a¥a￿abl? for use at Ihg ￿l￿Tell￿ of Ihe tru$t•es to lurth8r any of the charitls
purposes.
De￿gnal¢d funds Wh￿ necessary. are Imrtistri(￿ funds eaffl￿￿ed by thè tfuslees for particular
ly¢U￿ prO1￿t or corrmitment
Restricle(I funds a￿ subpcted to restrictions on their oxpenditure deCla￿d by the dorw)r or Ihrough
the ter￿ of an app8al. and fam In￿ ¢)nB of sub-dasses." restrb¢ted income funds or endowment
fvnds.
Incom•
l In￿)ming is included in the Statement of Finanrjal Activilies ￿t￿n the charlty 15 Segally entiued to
the incorne arxl th& amLwJnt ean be quantifthl reasonablè accuracy. Tr lollowing speuf
policies are applied to particular calegories ol inrx)me:
Voluntary ￿Corne is receNed in the way of gwts. Wcies. dcThtions gifts and is incIL￿e￿ In full
iTh Iha ￿atement of financial aclivlties when receivabl?. Grants, wher? entiuem8nl is eonditional on the
delivery of a specific perfmnce by the chanty. a￿ recognised when it is considered probabl8 that
thtr 1￿C￿ne will be rec*ivod.
Oonated saMc•s and facilitiès aro wxlud8d at th• vahje to L*arity where this can b8 quaThtified.
The value of services prowded by ¥olunteers has not been included in these accryinls.
In¥oslmenl income cc¥)sists of bar* inter•st and is a¢¢tyJnted for whtrn receivabl8.
Expendit4x•
All expendrture is accounted for on an accruals basis as a liatv.lity is intsjrred. Expenditurè includes
any VAT that cannot be recovered and is r¢p)rted as part ol the expenditure lo which it relates.
C05t of raisiny furth comprise of the cosls asyxial8d Wbth atraclin9 voluntary incDm8 and Ihe cosl ol
trading for fundraising purposes.
Charitats￿ expenditu￿ cornprtses of Ih05e costs In£¥r￿ by Ihe Charity in the delivery of its acts"vib"es
and services for its benefieraFi85. M includ8s costs that can be alk)eated dir•dy to such activitie5 and
thosg costs of an indirect natur8 necessary to supporl Ihem.
Govemance costs We indLhled within charit*lt expeThJiivr8. Tlwe are costs assock8ted with the
consts"tutional and statulw rwuirement ol the charity and incbJd• the accountants f•e5 and wsts
linked to the Strateg￿ managernent of the tharity.
cosls are allocated bètwéen lh8 éxpthJilw• catéyiès of Staiemenl of Fin8n¢ial Activii*s on
basis desgned to ￿llect Ihe of resources.
Operating 1•*585
Lease payments are reco9niseil as an expense over the lease term on a straight.line basis. rhe
a99regate benefit of lease incentives is recognised as a redLtClion to expense over the lease tem). on
a straighl-line basis.
t4-

Somerville Heart Foundation
Company Limited by Guarantee
Notes to the financlal statements iconwftwd)
Year ended 31 December 2021
Aeeounting polleies
Invtrstm•nts
Unlisted equity investments arè irMlialPy rncorded at eost. arwJ subsequenuy measure(l at fair value. If
fair vakje ¢annot bè rdiably Thasur•<l, assets are ￿a$[￿ed at ¢051 le$s irnpairntrnt.
sted invÈ$trnÈnts are measured al fa* value thaTrJes ￿ fair valuB bein9 r¢coynised in incom
or expBn¢JitrJre.
GO￿rnn￿nt grants
Govemmenl gfftnts arp recognrsed at the fair value of th? awl receTrved OT r8c•ivable. Grants are not
recognised until Ihere is r83sonab18 assurance that the charity will cornply with thg ¢onditions
attaching to them and the grants wrfl be re￿￿1ve¢S.
Wher• the grant does rwt impose specifred lulu￿ perforrnance-related condilion5 on ihe recipient, it 15
rec*)gnised in income when the grant Pr￿d$ are re¢eived or feceivable. Where the gr8nt does
irnpose specifi8d luiure perfomiance4elated conditions on the recipient. il is rgcognisod in incom
only when Ihe perfrxman¢erfelated ¢orKlrfions havè bèen met. Where granls received are prior to
satisfyin9 the revenue recthjnthon uittria. a￿ recogntsed a5 a liability.
Financial in5trum•nts
A finanrjal asset or a financial liabilty is recoyniseil vthen the ?ntity bewnes a party to the
Contraclual Fwovisions of the instrument.
Basic firMn¢ial instrumenls are inilialty reeognised at the amount ￿ceIvable or payable includirvJ any
related transaction costs. unlèss the arraryernenl constrtutes a financing tran5a¢tion. where it is
recoynisèd 3t the presont value ol the futyre paymonts d¢soJunt8d at a rna￿et rat• of intef•$t lor a
similar debt instrument.
cu￿ent awls and currènt liabilities are subsequenuy measured al Ihe cash or other ¢onsidgration
expected to be paid or recerved and not d￿coUnted.
Debt inslnttrnnts subsequenlty rTwsured al arnortised cost.
Llmil•d by guarantso
The Somemme Foundation 15 8 regIs￿re￿ tharity and a company Imled by guaranlee. which is not
liablè to corporat￿￿ tax. The members of the cornpany are Ihe trustees and directots named on the
infomab.on page. In Ihe event of Ihe Charity being wound up. Ihe liability in respect of the guarant8e is
li￿ted to £1 p8r rn8rnb8r of th8 Ch*ity.
15-

Somervllle Heart Foundation
Company Limited by Guarantse
Notes to the financial statements (cOnth>￿￿)
Year ended 31 Dècember 2021
Donallons and legael•s
Lknreskncted
Funds
Restriettd Total Funds
Funds
2021
Oon41ions
Donabon5 gifts
58.937
56.93T
Grants
Grants rec8ivabJo lor corg activityes
Govemft*nl grant income
31.413
31,413
90,350
Unreslricted
Furbjs
Restricted Total Funds
Funds
2020
0on•tion$
Donations and gift5
28.862
25.000
53.862
Granis
Grants r•ctrivaWe for corg acbvitses
Go¥ernrI￿1 grant income
19,453
8,835
57.150
19,453
8.835
25.OLKI
82.150
Oth•f tradlNJ ac¢l¥lties
Unrestricted Total Fu[￿S Lknreslyicted Total Fund
Fu¢￿S
2021
Funds
2020
Membgr5hip
Fundratsing &v•nts
Lottery incorr
12,355
28,667
10.465
12.3S5
28.667
10.48S
41.537
10.974
41,537
10,974
51.487
51.487
52.511
52.511
Inve$lment I￿om•
Lhwestiicied Totsl Funds UN8$lri¢led Total Funds
Funds
21121
Fl￿d$
2020
In¢￿￿ from assèt in¥estrnnts
2.841
2.841
3.014
3.014
16-

Somerville Heart Foundation
Company Llmlted by Guarantee
Not•s to the financial statements icofi(Miin4)
Year ended 31 December 2021
Exp¢ndllure on clwltsble activllie$
Unrestricted
Funds
Rèslricted Total Funds
Funds
2021
Wages. salar¢es and perbsion contn"butions
E¥erts and COLwse expenses
Travel expenses arKI s￿)s￿lence
Other graRts
01r￿e expenses
Renl and r(MYn hirè
Insuran￿ and subscriplions
Postage, Sta￿on￿ry and wnlirvJ
Bank thafges
IT expen5e5
Coagueheck luntling
Independent exarninEr costs
69.865
1.649
74.831
1.657
2.400
8,882
10.525
2,400
10,713
12.867
1.008
599
1.610
5,379
4.772
2,119
117.955
1.831
2,342
212
157
316
1.421
442
4.772
2.119
106,702
11,253
Unrestricted
Funds
Restheted Total Funds
Funds
2Q20
WagES, salaries and Pensi￿ &￿trIbu￿1r
Events and COUTS8 8xpen5eS
Travel expeftses and subystence
Olher grants
oirice exp8nses
Rent and ruom hire
Insurancè 8nd subscriptions
Postage, slationery and printirwj
Bank charges
IT expenses
Coagucheck lunding
Independenl exaw*ner costs
65.572
7.545
68
1.224
8.708
4.087
416
303
65.572
7,545
1,224
11,175
6,063
6f7
449
1,012
2,467
1.976
201
146
330
1.097
2.267
3.451
1,285
95.60B
3,451
1.285
6,250
101.858
17.

Somerville Heart Foundation
Company Limited by Guarantee
Notes to the financial statements 1¢
Year ended 31 December 2021
S¢aff ¢o$ts
Tho tolal slaff and employee benefts lor ￿ re(￿lIng period are analys90 as follows..
2021
2020
Wages and
74.831
65.572
The average head count of employees durirYJ ts ye¥was 512020". 51.
As a small charity, all of our staff have a fTDnt facng rol¢. helping arbj supporting GUCH patients stsff
including..
- A patienls services rnanagef
- A mèntal hèalth workèr
- 04w apprentice who Wnfks on a patient suppjrt. communications and o¥ents- Our Nakn"onal Qirgctor
o staffs Ihe helpline, looks after volunteets. supports patients at events and t￿￿9h our social
rnedia and infomation and adwce seFvic*5 a5well as carnpai9ning and advocating.
The employment ¢osts above. Indu￿ key manageff*nt personnel c4)M￿nSatIon tDlalling £NI12020.'
£Nill during thè yoar.
o employee r￿tiVe￿ employee berteffts of than £60.000 during th8 ￿ar {2020: £Nill.
10. Tw$t•• vemun•rotion and exp¢ns•s
Somèrville Heart Ftyjndation is opeTrted on a tnjsiees basis. No membws of Ihe management
eornmitte8 or any person crffinecteil them has received or is to fe¢ei¥e arty remuneration for
the yèar directly of indi￿c￿Y from Charity funds. Trustees were f*imbur5ed expen￿$ amountsn9 to
£122 {2020.. £Nill durin9 Ihe year.
11. Inv¢stm*n15
Li$t*d
investments
Cost or valuallon
At 1 January 2021
Adtjitions
Disposals
Fair value movemenls
128,098
32,561
{30,8551
16,176
At 31 D¢¢emb•r 2021
145,980
Impairment
At 1 January 2021 and 31 DK•rnb•r 2021
Carrying amount
At 31 Dt¢emb•r 2021
145.980
Al 310ecember 2020
128,098
l in￿SIments SI￿ above are fffjkl at ￿lUatIOn.
18-

Somerville Heart Foundation
Company Limited by Guarantee
Notes to the financial statements (¢
Year ended 31 December 2021
11. Investrnents (c4¥1￿￿￿•&I
Flr*and•l as$•ts knld al falr valu•
Fair valuè is detenYMn•d by an •xtema#y prowde(l uweslmenl Forlfolio managed by Rathbon•
Investmenl IAanageffent Limited at exh repcKiThJ datè.
The hIst￿lea[ cosl as at the yearend 15 £109.695 {2020: £101.9951.
12. D¢btovs
2021
2020
Trade dèbtors
P￿paYments and accn*d int￿￿
other debtors
178
3.771
400
12,466
4,349
12,466
13. Crtditors: Amounls fallln9 due wlthiTr one year
2021
2020
Trd¢18 credttoys
Accwals and delerred inry>r
240
4,621
52
32,804
4,861
32.856
14. D•f•rr•d Ineorn•
2021
2020
At 1 January 2021
Amount released tt) incrAn
Amount deferred in year
28,90T
128.9071
28.907
Al 31 December 2021
28,907
Oeftsrrtd income amDunknn9 10 £28.907 relatè5 to condilional grant income recetved in Ihe year ended
31 Decgmbw 2020 on ￿half of proj.ects being coftweted in the year ended 31 D•e8mb•r 2021. No
amounts wwe deferred inio 31 De￿￿thr 2022.
15. G￿rnment gfart5
Th• an￿)Unt$ the financi* state￿nts for govamment grants 4Te a5 follows..
2021
2020
Recogn15ed in income from donations aNI 1•gaC49S'.
Governmènt grants income
8.63S
19-

Somerville Heart Foundatlon
Company Limited by Guarantee
Notes to the financial statemènts (¢*thi•rfJ
Year ended 310ocember 2021
16. Anatys55 01 ¢hariLible funds
Year ended 31 Dec4rnber 2021
Expenditure
and
Invg$lmonl
Incom# rno¥em8nts Transfets 31 Dec 2021
1 Jan 2021
R05trict•d lunds
Fellow$￿P lund
COVID hafilship lund
SomeNlle hardsfv"p fvnd
44.853
15.000
3,750
44,853
7,497
IT,5031
{3.750)
63.603
{11.253)
52.350
D•$ignated lunds
S Shackman legacy fvnd
Growng older sch8
Irlvestment Feserve
114.832
(2,500)
112.332
6,322
31,159
15,223
{8,901)
26.103
140.935
15.223
{8.901)
149.813
Unrestrlcted funth
General lund
32.666
129,488
(95,231)
12,556)
64.367
Tofal funds
237.204
144.711
{115.385)
266,530
-20-

Somerville Heart Foundatlon
Company Limlted by Guarantee
Notes to the financial statements irononwd)
Year ended 31 December 2021
17. Analysls ol ¢h•rltabl• fvnts leontifiued)
Yèèi ended 31 D•cembw 2020
ExperKJilurÈ
and
Inve5bwt
Income movements
1 Jan 2020
Transf8fs 31 Dec 2020
R•strict•d fund5
Fellowship fund
COVID har*Yship lund
Som8rvi1￿ hardship lund
44.853
44,853
15.0(10
3.750
15,0001
11.2501
44.8S3
25.0fy)
{6.2501
63,603
Designated fund5
S Sha¢kman le9acy IWKI
114,832
114,832
Investment ￿SerVe
40.827
114.7241
26,103
155.659
14.724
140,935
Unr¢strl¢t•d funds
General fund
112.￿2
{95.0201
14.724
32.666
Total fun¢Js
200.512
137.982
1101.2701
237.204
Fellowship lund - The Fellowship Fund supports the education arKI traifting ol prolessw*ls who
promde to c¥)ngenital heart patients. Funding was prwded mainly from fundrai5iThg events.
covitj Hardship Fund - Tr￿ is reSI￿d to supwt vulnerable patients duiing the difficult Covid-
19 periods.
Someryille Hardship Fund
irume is restrietod to support vuln8rabl8 Patients in ling Wlth Ihg
objecliv85 of the charity and was Ivlly eX￿Sed a5 at thè year end dat•.
S Sha¢kman legacy fi￿￿- The or9anlsat￿1n has cx)ntinu8d to draw down funds frorn the legacy lert by
S Shackm•n, as Ihe Twslees have thosen to spend lunds in excess of in¢offe so thal paknenls
receive Ihe se￿ic&S that thèy need. This planned expenditure in lirbe advice fom thè Chaity
Commission thal the legacy should be used lor beneficiaiies an¢J gradually ￿tsCed over lime.
Growing older scho￿- Fund e51thishgd lo help ACHD patsents th all aspects ol lile as they grow
older.
Inve5tm8nl reseNe
rewesents amounts set aside lo reflect overall rTh)vement in investrnerts
be￿¢?￿￿* tyJrreAI value and rml.
21

Somerville Heart Foundation
Company Limited by Guarantee
Notes to the finan¢ial statements
Year ended 31 Oecember 2021
18. Anafysls of n•t ass•ts l>*tw••n funds
Year ended 31 De¢wnb8r 2021
t current
ass8ts
Inveslm•nts
Total
R85trtcled lunds
Unrestricted funds
52.350
68.200
6D.298
214,180
145.980
145.980
120.550
274.478
Year ended 31 D￿rnber 2020
Nèt Current
assets
Inv6strngnts
Total
Restricted funds
Unrestricted funds
63.603
45.503
63.603
164,190
128.098
128.098
109,106
227.793
19. Op•rtllng l•as• e•nMnitm•nts
Th¢ total future rninirNm lease p3￿nts under Iw￿￿Cellablts orwalirwj leas•s are as fc4lows'.
2021
2020
Not laler Ihan 1 y¢ar
Laier ihan 1 year and not later tlw S years
3,950
7,900
1,975
3.950
9.875
20. R•lat•d p•rtl•s
There have bBen no wolatod party transaclions in tho ￿[rant or piior rep￿Ing period.