THE HERITAGE FOUNDATION

Registered charity 1102997 · accounts filings on the Charity Commission register

Makes grants to institutions advancing the objects of the charity

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Religious Activities · Grant history (this charity is a funder) · Get email alerts

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.

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

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. Discloses 4 of 6 completeness components.

Electoral Commission register entries

Entries on the Electoral Commission’s public register where this charity (or its company) appears as the source — typically sponsorship of an APPG or an overseas visit provided to an MP, which charities may lawfully do. Shown with the Commission’s own reference; this is a transparency record, not an allegation.

Visit: Suella Braverman (MP - Member of Parliament) — £9k · 27/01/2025 · Washington DC, USA · ref V0598879
To deliver the annual Margaret Thatcher Freedom Lecture
Visit: The Rt Hon Elizabeth Truss (MP - Member of Parliament) — £4k · 16/04/2024 · United States · ref V0578661
To attend a variety of political meetings and events.
Visit: The Rt Hon Elizabeth Truss (MP - Member of Parliament) — £8k · 10/04/2023 · Washington DC · ref V0568636
To deliver the Margaret Thatcher Freedom lecture.
Visit: The Rt Hon Dr Liam Fox MP (MP - Member of Parliament) — £15k · 05/01/2022 · Washington D.C · ref V0556625
Keynote speaker at the Awakening Conference
Visit: The Rt Hon Dr Liam Fox MP (MP - Member of Parliament) — £6k · 15/09/2019 · Washington, USA · ref V0409344
To take part in a speaking event at the Heritage Foundation. Flights and accommodation with a value of £6,321.67

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

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

Per its annual return, largest income source: Donations and legacies (88% 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: 0.3% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

MR J REICHMANchair · trustee of 1 other charity
MRS S REICHMAN · trustee of 1 other charity
Malka Frankel

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
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?

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. 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.

Funder	Similar charities funded	Amount to them
BEIS MENACHEM CHABAD LUBAVITCH	1	£183k
DILLHAVEN LIMITED	1	£92k
YESHIVAS LUBAVITCH MANCHESTER	1	£20k
J & J CHARITABLE TRUST LIMITED	1	£17k
THE ALBERT GUBAY CHARITABLE FOUNDATION	1	£12k
KTRUST LIMITED	1	£12k
THE TIM HENMAN FOUNDATION	1	£9k
DUCHY OF LANCASTER BENEVOLENT FUND	1	£5k

Charities like this

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

MW (HO) FOUNDATION income £207k
THE HARGRAVE FOUNDATION income £174k
ADENFIRST LIMITED income £547k
T & S TRUST FUND income £334k
YAD VEACHISOMOCH L'CHAIM income £834k
THE BLAIR TRUST FUND income £187k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE HERITAGE FOUNDATION	£463k	—	above	—	no doubt
MW (HO) FOUNDATION FY2024	£207k	—	unclear	—	no doubt
THE HARGRAVE FOUNDATION FY2026	£174k	—	unclear	—	no doubt
ADENFIRST LIMITED FY2025	£547k	—	unclear	—	no doubt
T & S TRUST FUND FY2025	£334k	—	above	—	no doubt
YAD VEACHISOMOCH L'CHAIM FY2025	£834k	—	unclear	—	no doubt

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