Charity Accounts Intelreading the accounts so you don’t have to

THE HERITAGE FOUNDATION

Registered charity 1102997 · accounts filings on the Charity Commission register

Latest income
£463k
Latest spending
£321k
Registered
2012
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds totalled £2,935,017 at year-end, with £935,017 freely available after accounting for fixed asset investments. The charity reported a net income of £141,627 for the year, driven by donations and investment income, while maintaining a policy to hold unrestricted funds at a level deemed appropriate by trustees for future commitments. Per the trustees' report, the charity plans continuing activities subject to satisfactory incoming resources.

What the accounts disclose

Reserves policy: a level which the Trustees think appropriate after considering the future commitments of the charity and the likely administrative costs of the charity for the next year (held: £2.9m)
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which the Trustees think appropriate after considering the future commitments of the charity and the likely administrative costs of the charity for the next year.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Cohen Arnold.

Structured financials (annual return, FY ending 31/01/2021)

Total income
£854k
Total spending
£119k
Cost of raising funds
£3k
Reserves (reported)
£2.4m
Employees
0

Reported reserves equal ~239.7 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/01/2025£463k£321k
31/01/2024£193k£305k
31/01/2023£458k£181k
31/01/2022£422k£141k
31/01/2021£854k£119k

Common questions

Is THE HERITAGE FOUNDATION financially healthy?

The accounts state that unrestricted funds totalled £2,935,017 at year-end, with £935,017 freely available after accounting for fixed asset investments. The charity reported a net income of £141,627 for the year, driven by donations and investment income, while maintaining a policy to hold unrestricted funds at a level deemed appropriate by trustees for future commitments. Per the trustees' report, the charity plans continuing activities subject to satisfactory incoming resources. Its FY2025 accounts were audited by Cohen Arnold.

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.

FunderSimilar charities fundedAmount to them
BEIS MENACHEM CHABAD LUBAVITCH1£102k
DILLHAVEN LIMITED1£71k
YESHIVAS LUBAVITCH MANCHESTER1£20k
J & J CHARITABLE TRUST LIMITED1£17k
KTRUST LIMITED1£12k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MW (HO) FOUNDATION.