HEART OF ENGLAND RETIREMENT ORGANISATION (H.E.R.O.)
Charity number: 518680
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Providing financial assistance to the elderly in our area of Balsall Common and nearby area
Income and expenditure
Data for financial year ending 31 March 2025
Total income: £25,217
Total expenditure: £2,046
People
8 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- Elderly/old People
- Other Charities Or Voluntary Bodies
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Solihull
Governance
Registration history:
- 07 April 1987: Standard registration
Organisation type:
Other
Other names:
- HEART OF ENGLAND HOME PROJECT (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investment
- Safeguarding policy and procedures
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
8 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Richard Drake | Trustee | 02 September 2025 |
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| Matthew Stephens | Trustee | 02 September 2025 |
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| Terry Biles | Trustee | 02 September 2025 |
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| Rachel Westwood | Trustee | 01 July 2024 |
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| Joe Martin | Trustee | 19 August 2014 |
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| Joan Russell | Trustee | 19 August 2014 |
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| ANN MARY CROSSLEY | Trustee | 16 September 2012 |
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| PETER CHARLES LEE | Trustee | 31 August 2011 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £34 | £21 | £440 | £1.14k | £25.22k | |
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Total expenditure | £586 | £1.78k | £3.00k | £2.34k | £2.05k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 March 2025 | 24 November 2025 | On time | |
| Accounts and TAR | 31 March 2025 | 30 December 2025 | On time | Download Open in new window |
| Annual return | 31 March 2024 | 20 October 2024 | On time | |
| Accounts and TAR | 31 March 2024 | Not required | ||
| Annual return | 31 March 2023 | 05 February 2024 | 5 days late | |
| Accounts and TAR | 31 March 2023 | Not required | ||
| Annual return | 31 March 2022 | 12 January 2023 | On time | |
| Accounts and TAR | 31 March 2022 | Not required | ||
| Annual return | 31 March 2021 | 23 October 2021 | On time | |
| Accounts and TAR | 31 March 2021 | Not required |