Heaton Place Charitable Trust
The charity provides low cost rental housing to local people over the age of 60, who have a proven need - whether the need be housing, social or financial.
Financial health, per its FY2024 accounts
The accounts state that the charity held unrestricted reserves of £909,277 at the end of the financial year, with £283,049 held in cash. The trustees report that finances remain in good order and that the charity is fully funded without loans, although an independent examiner noted a lack of documentation for one bank account balance.
What the accounts disclose
“The Trustees ensure the reserves are sufficient to support any untoward incidents, legislative changes and any future planned investment in the properties for the benefit of the tenants.” — page 2
“The matter that has come to my attention is that the Trustees have been unable to provide documentation for the full year for one of the accounts held by the Charity.” — page 11
“The matter that has come to my attention is that the Trustees have been unable to provide documentation for the full year for one of the accounts held by the Charity.” — page 11
Trustees
- G ROBERTS ESQchair
- Elizabeth Beattie
- G PRICE
- Innes Mathieson
- MR JIM BARRY
- MRS A HAMPTON
- MRS J EDWARDS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £171k | £160k |
| 31/12/2023 | £166k | £168k |
| 31/12/2022 | £160k | £112k |
| 31/12/2021 | £160k | £138k |
| 31/12/2020 | £158k | £112k |
Common questions
Is Heaton Place Charitable Trust financially healthy?
Per its FY2024 accounts: The accounts state that the charity held unrestricted reserves of £909,277 at the end of the financial year, with £283,049 held in cash. The trustees report that finances remain in good order and that the charity is fully funded without loans, although an independent examiner noted a lack of documentation for one bank account balance. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MARIE CELESTE SAMARITAN SOCIETY | 1 | £50k |
| THE BEAVERBROOKS CHARITABLE TRUST | 1 | £5k |
Charities like this
- HEATON PARK HEBREW CONGREGATION
- TAUNTON HERITAGE TRUST
- THE GRIFFIN COMMUNITY TRUST
- HOSPITAL OF ST JOHN HEYTESBURY
- THE MARGERY MAPLETHORPE TRUST
- HAREFIELD PAROCHIAL CHARITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| Heaton Place Charitable Trust | £171k | — | 0 | above | — | no doubt |
| HEATON PARK HEBREW CONGREGATION | £283k | — | 0 | unclear | — | noted |
| TAUNTON HERITAGE TRUST | £917k | — | 0 | below | — | no doubt |
| THE GRIFFIN COMMUNITY TRUST | £152k | — | 0 | unclear | — | no doubt |
| HOSPITAL OF ST JOHN HEYTESBURY | £369k | — | 0 | above | — | no doubt |
| THE MARGERY MAPLETHORPE TRUST | £154k | — | 0 | unclear | — | no doubt |