THE HERITAGE ALLIANCE
Registered charity 1094793 · accounts filings on the Charity Commission register · also known as HERITAGE LINK
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a net surplus of £11,073 for the year ended 31 March 2025, with unrestricted reserves increasing to £338,739. Per the trustees' report, this level of free reserves represents 109% of the nine-month core expenditure target, indicating the charity is comfortably meeting its own reserves policy. The organisation reports no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
Reserves policy: nine months' worth of core costs (held: £339k)
“The Charity’s policy is to hold nine months’ worth of core costs as reserves being deemed sufficient to enable the Alliance to meet its charitable and operational commitments in the event of a significant shortfall in income or the occurrence of significant operational risk.” — page 41
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: A trustee held a trade debtor balance of £50 which was paid post-year-end.
“At the year end a trade debtor balance of £50 was due to the charity by a trustee on normal commercial terms. This balance was fully paid post year end. There were no other related party transactions in the year.” — page 63
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Heritage Alliance Trading Limited
“At year end the charity owned all of the issued ordinary share capital, consisting of 1 ordinary shares of £1 each, of the Heritage Alliance Trading Limited, a company registered in the UK, whose purpose was the delivery of the Discovering Places project and which has now become dormant.” — page 52
Per its FY2025 accounts as filed with the Charity Commission.
Accounts independently examined (not a full audit).
Corporate structure
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).
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 list from the Charity Commission register (current, not historical).
Operates in: Throughout England
Income and spending
Common questions
Is THE HERITAGE ALLIANCE financially healthy?
The accounts state that the charity achieved a net surplus of £11,073 for the year ended 31 March 2025, with unrestricted reserves increasing to £338,739. Per the trustees' report, this level of free reserves represents 109% of the nine-month core expenditure target, indicating the charity is comfortably meeting its own reserves policy. The organisation reports no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were independently examined.
Who funds THE HERITAGE ALLIANCE?
Funders whose own accounts filings name THE HERITAGE ALLIANCE as a grant recipient include THE SOCIETY FOR THE PROTECTION OF ANCIENT BUILDINGS.
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 THE RESOURCE ALLIANCE LIMITED.