HERITAGE CONCERN FOUNDATION
The charity gives grants to other charitable organisations registered in England and Wales who actively support the conservation, protection and improvement of the physical and natural environment (including its Flora and Fauna)
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £794,143, which exceeds its stated policy target of maintaining free reserves equivalent to six months of future operations. However, the financial statements have been prepared on a basis other than going concern because the charity's assets were transferred to a new Scottish entity after the year end, leading to the winding down of the original organization.
What the accounts disclose
“The significantly increased and exceptional donations received during 2025 came from a deceased long-term patron of the charitable entity from his estate. The £2,203,583 is representative of the remaining cash donated to the charity once administration of the estate has been completed.” — page 6
“The Trustees policy is to maintain free reserves at a level at least equivalent to fund its future operations for six months.”
“The Trustees therefore do not consider the Charity to be a going concern.” — page 15
“During the year Butler Land Management was remunerated for Land management services totaling £38,525 (2024: £50,765). 2 of the Trustees have an interest in Butler Land Management Ltd, David Edward Butler is the owner and director of this entity and James Edward Butler is an employee.” — page 18
Year-over-year changes
- Going concern: no going-concern doubt (FY2024) → not a going concern (FY2025).
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- DUNCAN GRAHAMchair
- DAVID EDWARD BUTLER
- Donald Cameron Graham
- Ian McDonald
- James Edward Butler
- Paul O'Donnell
- William Marley
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.7m | £140k |
| 31/03/2024 | £476k | £197k |
| 31/03/2023 | £5.9m | £58k |
| 31/03/2022 | £0 | £24k |
| 31/03/2021 | £0 | £44k |
Common questions
Is HERITAGE CONCERN FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £794,143, which exceeds its stated policy target of maintaining free reserves equivalent to six months of future operations. However, the financial statements have been prepared on a basis other than going concern because the charity's assets were transferred to a new Scottish entity after the year end, leading to the winding down of the original organization. Its FY2025 accounts were audited by Saul Fairholm Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BANISTER CHARITABLE TRUST | 2 | £351k |
| THE VINEHILL TRUST | 1 | £6.6m |
| THE WESTMINSTER FOUNDATION | 1 | £162k |
| THE JOHN R. MURRAY CHARITABLE TRUST | 1 | £134k |
| THE SYNCONA FOUNDATION | 1 | £77k |
| THE MERCERS CHARITABLE FOUNDATION | 1 | £59k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £38k |
| THE NORTHWICK TRUST | 1 | £32k |
Charities like this
- THE HISTORIC ENGLAND FOUNDATION
- THE HERITAGE OF LONDON TRUST LIMITED
- THE HERITAGE FOUNDATION
- BALCARRES HERITAGE TRUST LIMITED
- THE CORNWALL HERITAGE TRUST LIMITED
- SAVE BRITAIN'S HERITAGE
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| HERITAGE CONCERN FOUNDATION | £2.7m | — | 0 | above | — | not going concern |
| THE HISTORIC ENGLAND FOUNDATION | £361k | — | 0 | unclear | — | no doubt |
| THE HERITAGE OF LONDON TRUST LIMITED | £808k | £90,000 + | 1 | unclear | — | no doubt |
| THE HERITAGE FOUNDATION | £463k | — | 0 | above | — | no doubt |
| BALCARRES HERITAGE TRUST LIMITED | £261k | — | 0 | unclear | — | no doubt |
| THE CORNWALL HERITAGE TRUST LIMITED | £1.2m | — | 0 | unclear | — | no doubt |