HERITAGE HOUSE CARING GROUP ( WELLS-NEXT-THE-SEA ) LIMITED

Charity number: 1062170
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Day care centre for the elderly and disabled.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £469,605
Total expenditure: £308,513

Total income includes £56,493 from 1 government contract(s)

People

8 Trustee(s)

46 Volunteer(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:
  • Disability
  • Other Charitable Purposes
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Norfolk

Governance

Registration history:
  • 30 April 1997: Standard registration
Organisation type:
Charitable company
Other names:
  • HERITAGE HOUSE (Working name)
Company number:
03302253 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Adrianne Granville Chair 27 September 2021
None on record
Colin Percival Hargreaves Trustee 02 September 2024
None on record
Nicola Ann Bidwell Trustee 20 March 2024
None on record
Peter Pattrick Trustee 20 March 2024
None on record
Elizabeth Noy Trustee 27 September 2021
None on record
William Peter Garnett Trustee 27 September 2021
BURNHAM OVERY HARBOUR TRUST
Received: On time
Dr Andrew Llewelyn Trustee 24 June 2020
None on record
Sally Whitworth Trustee 22 June 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £200.46k £250.59k £289.39k £244.73k £469.61k
Total expenditure £278.44k £244.07k £263.68k £291.65k £308.51k
Income from government contracts £49.94k N/A £52.76k N/A £56.49k
Income from government grants N/A £81.87k £56.78k 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 2024 09 September 2024 On Time
Accounts and TAR 31 March 2024 09 September 2024 On Time Download Open in new window
Annual return 31 March 2023 01 February 2024 1 days late
Accounts and TAR 31 March 2023 01 February 2024 1 days late Download Open in new window
Annual return 31 March 2022 03 January 2023 On Time
Accounts and TAR 31 March 2022 03 January 2023 On Time Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021 31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 28 January 2021 On Time
Accounts and TAR 31 March 2020 28 January 2021 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 14 JANUARY 1997.

Charitable objects

TO PROMOTE THE RELIEF OF ELDERLY PERSONS BY THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATIONAL AND OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR SUCH PERSONS WHO ARE IN NEED WHETHER FINANCIALLY OR OTHERWISE.

Area of benefit

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

NORFOLK

Contact information

Address:
Heritage House
Mill Road
WELLS-NEXT-THE-SEA
NR23 1RF
Phone:
01328711333
Email:
admin@heritagehousecare.org.uk
Website:

https://www.heritagehousecare.org.uk Open in new window