THE HERITAGE FOUNDATION

Registered charity 1102997 · accounts filings on the Charity Commission register

Makes grants to institutions advancing the objects of the charity

Objects

TO APPLY THE CAPITAL AND INCOME OF THE TRUST FUND IN SUCH MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE TOWARDS:A) THE ADVANCEMENT OF JEWISH RELIGIOUS EDUCATION IN ACCORDANCE WITH ORTHODOX TENETS OF THE JEWISH RELIGIONB) THE ADVANCEMENT OF RELIGION IN ACCORDANCE WITH THE ORTHODOX JEWISH FAITHC) THE RELIEF OF POVERTY AND SICKNESS IN PARTICULAR BUT NOT EXCLUSIVELY TO PERSONS PROFESSING THE ORTHODOX JEWISH FAITHD) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME AUTHORISE

Area of benefit: NATIONAL AND OVERSEAS

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

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

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

Accounts audited by Cohen Arnold. Discloses 4 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.

• 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
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/01/2022 (received 14/02/2023, 76 days after the 30/11/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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)

Reported reserves equal ~239.7 months of spending — in the top quarter for charities its size (median 7.2 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 (3.2%) (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

Common questions

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 WELWYN HATFIELD FOYER CHARITABLE TRUST.

• THE WELWYN HATFIELD FOYER CHARITABLE TRUST income £63k
• FILEY FOUNDATION LTD income £271k
• THE HERITAGE CRAFTS ASSOCIATION income £594k
• THE INGRAM HILL FOUNDATION income £31k
• HERITAGE ASSEMBLY income £106k
• THE HARGRAVE FOUNDATION income £174k

Side by side with its peers

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