Heaton Place Charitable Trust

Charity Number: 230095
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £166,045
Total expenditure: £168,294

People

9 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

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

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Conwy
  • Denbighshire

Governance

Registration history:
  • 15 October 1963: Standard registration
Organisation type:
Other
Other names:
  • COLWYN BAY EVENTIDE HOME (Previous name)
  • HEATON PLACE (Previous name)
  • HEATON PLACE RESIDENTIAL HOMES (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Welsh Government (Social Landlords And Housing Associations)
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
G ROBERTS ESQ Chair
ANDREW FRASER MEMORIAL CLOCK TRUST
Received: On time
John Whiston Trustee 10 July 2020
None on record
Innes Mathieson Trustee 30 May 2019
None on record
Elizabeth Beattie Trustee 03 January 2014
None on record
G PRICE Trustee 13 July 2012
THE ABBEYFIELD COLWYN BAY SOCIETY LIMITED
Received: On time
ALED MISSION AREA
Received: On time
MR JIM BARRY Trustee
THE ABBEYFIELD CYMRU SOCIETY LIMITED
Received: On time
THE ABBEYFIELD COLWYN BAY SOCIETY LIMITED
Received: On time
SIR JOHN HENRY MORRIS-JONES TRUST FUND
Received: On time
IAN MARTIN REID Trustee
None on record
MRS A HAMPTON Trustee
None on record
MRS J EDWARDS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £157.39k £158.12k £160.00k £160.22k £166.05k
Total expenditure £115.33k £111.84k £138.04k £112.49k £168.29k
Income from government contracts N/A N/A N/A N/A N/A
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 December 2023 28 October 2024 On Time
Accounts and TAR 31 December 2023 28 October 2024 On Time Download Open in new window
Annual return 31 December 2022 08 August 2023 On Time
Accounts and TAR 31 December 2022 08 August 2023 On Time Download Open in new window
Annual return 31 December 2021 26 July 2022 On Time
Accounts and TAR 31 December 2021

(These accounts
have been qualified)

26 July 2022 On Time Download Open in new window
Annual return 31 December 2020 10 September 2021 On Time
Accounts and TAR 31 December 2020 10 September 2021 On Time Download Open in new window
Annual return 31 December 2019 23 September 2020 On Time
Accounts and TAR 31 December 2019 23 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 30/06/1948 AS AMENDED ON 26/03/2009 as amended on 24 Sep 2020

Charitable objects

HOMES TO BE OCCUPIED BY ELDERLY PERSONS RESIDENT IN COLWYN BAY AND NEIGHBOURING AREAS

Area of benefit

The area the charity can operate in, as set out in its governing document.

COLWYN BAY AND NEIGHBOURING PARTS OF DENBIGH

Contact information

Address:
The Estate Office
Heaton Place
Norton Road
Rhos on Sea
Colwyn Bay
LL28 4TL
Phone:
01492540801
Email:
Heaton_Place@yahoo.co.uk
Website:

www.heatonplace.co.uk Open in new window