THE HERITAGE ALLIANCE

Registered charity 1094793 · accounts filings on the Charity Commission register · Wikidata: Q56584804 · Wikipedia · also known as HERITAGE LINK

The Heritage Alliance brings together over 200 independent organisations concerned with heritage in England, sharing their vast resource of specialised expertise for public benefit. The Alliance demonstrates, through advocacy, how heritage brings economic, social and environmental benefit, and highlights the huge contribution to national wellbeing made by the voluntary heritage bodies.

Objects

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE:1. FOR THE BENEFIT OF THE PUBLIC.(A) TO IMPROVE THE EFFICIENT AND EFFECTIVE FULFILMENT BY HERITAGE CHARITIES (AS DEFINED IN THE ARTICLES OF ASSOCIATION) OF THEIR OBJECTS; AND(B) TO PROMOTE THE EFFICIENT APPLICATION OF RESOURCES FOR CHARITABLE PURPOSES BY NON-CHARITABLE INSTITUTIONS AND ORGANISATIONS ESPECIALLY THOSE ESTABLISHED FOR PURPOSES CONCERNED WITH THE PROTECTION, PRESERVATION, IMPROVEMENT, ENHANCEMENT AND / OR REVITALISATION OF THE HISTORIC ENVIRONMENT (AS DEFINED IN THE ARTICLES OF ASSOCIATION); AND2 THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC:(A) IN RELATION TO THE HISTORICAL AND / OR ARCHITECTURAL SIGNIFICANCE OF BUILDINGS AND / OR SITES; AND(B) BY PROMOTING AND ENCOURAGING PUBLIC ACCESS TO, STUDY AND APPRECIATION OF, THE HISTORIC ENVIRONMENT.

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: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The Heritage Alliance reported a net surplus of £11,073 for the year ended 31 March 2025, with total income of £504,721 and total expenditure of £493,648. Free unrestricted reserves stood at £338,739, which the trustees state represents 109% of their policy target of nine months' core costs. The accounts were prepared on a going concern basis with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 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
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 04577804
• Trading subsidiary: HERITAGE ALLIANCE TRADING LIMITED Companies House 07501397

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• National Lottery Heritage Fund — “Heritage Digital is a UK-wide, free support programme, funded by the National Lottery Heritage Fund and coordinated by The Heritage Alliance…” (source page)
• Historic England — “The Historic Environment Forum, funded by Historic England and hosted by The Heritage Alliance, brings together senior members of staff from…” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• EVE, Stuart James, Dr — director, appointed 03/02/2026on trustee list
• NORTH, Rachael Claire — director, appointed 03/02/2026on trustee list
• BALDWIN, Katherine Ann — director, appointed 11/02/2025on trustee list
• PRICE, Sophia Rosalind — director, appointed 11/02/2025on trustee list
• MADHAVA, Deepika Kanthavara — director, appointed 01/07/2024on trustee list
• SOUTER, Carole Lesley — director, appointed 02/05/2024not on trustee list
• EILOART, Daniel Colin — director, appointed 28/09/2023on trustee list
• MAHAL, Chandan — director, appointed 22/02/2023on trustee list
• OATES, Stephen Michael — director, appointed 22/02/2023on trustee list
• PURKISS, Alice Harvey — director, appointed 09/03/2022on trustee list
• STREETER, Kate — director, appointed 11/02/2021on trustee list
• PROBERT, James David — director, appointed 11/02/2021on trustee list
• GLITHERO-WEST, Elizabeth Emily Regina — secretary, appointed 30/09/2016

Official officers record.

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~8.2 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

• Received assets from another charity (06/01/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Alice Purkiss
• Carole Lesley Souter CBE · trustee of 1 other charity
• Daniel Eiloart
• Deepika Kanthavara Madhava
• Dr Chandan Mahal
• Dr Stuart James Eve
• James Probert
• Kate Streeter
• Katherine Baldwin
• Rachael Claire North · trustee of 1 other charity
• STEPHEN MICHAEL OATES · trustee of 1 other charity
• Sophia Price

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

Operates in: Throughout England

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HERITAGE ASSEMBLY.

• HERITAGE ASSEMBLY income £106k
• HERITAGE TRUST NETWORK income £473k
• THE HERITAGE CRAFTS ASSOCIATION income £594k
• WORLD HERITAGE UK income £62k
• GENETIC ALLIANCE UK LTD income £886k
• ADVOCACY ALLIANCE income £184k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.