THE HERITAGE FOUNDATION

Charity number: 1102997
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Makes grants to institutions advancing the objects of the charity

Income and expenditure

Data for financial year ending 31 January 2024

Total income: £192,665
Total expenditure: £304,872

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 02 April 2004: Standard registration
  • 22 July 2009: Removed (Does not operate)
  • 17 February 2012: Re-registered
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investment
  • Risk management
  • 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR J REICHMAN Chair
THE LANDMARK BENEVOLENT FOUNDATION
Received: On time
Malka Frankel Trustee 31 October 2019
None on record
MRS S REICHMAN Trustee
THE LANDMARK BENEVOLENT FOUNDATION
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/01/2020 31/01/2021 31/01/2022 31/01/2023 31/01/2024
Total gross income £950.36k £854.32k £421.72k £457.91k £192.67k
Total expenditure £22.37k £118.58k £140.73k £180.83k £304.87k
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
Income - Donations and legacies £915.00k £750.00k N/A N/A N/A
Income - Other trading activities £0 £0 N/A N/A N/A
Income - Charitable activities £0 £0 N/A N/A N/A
Income - Endowments £0 £0 N/A N/A N/A
Income - Investment £35.36k £104.32k N/A N/A N/A
Income - Other £0 £0 N/A N/A N/A
Income - Legacies £0 £0 N/A N/A N/A
Expenditure - Charitable activities £22.37k £115.62k N/A N/A N/A
Expenditure - Raising funds £0 £2.96k N/A N/A N/A
Expenditure - Governance £2.17k £70.98k N/A N/A N/A
Expenditure - Grants institution £20.20k £44.64k N/A N/A N/A
Expenditure - Investment management £0 £2.96k N/A N/A N/A
Expenditure - Other £0 £0 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 January 2024 29 November 2024 On Time
Accounts and TAR 31 January 2024 29 November 2024 On Time Download Open in new window
Annual return 31 January 2023 30 November 2023 On Time
Accounts and TAR 31 January 2023 30 November 2023 On Time Download Open in new window
Annual return 31 January 2022 14 February 2023 76 days late
Accounts and TAR 31 January 2022 14 February 2023 76 days late Download Open in new window
Annual return 31 January 2021 25 November 2021 On Time
Accounts and TAR 31 January 2021 25 November 2021 On Time Download Open in new window
Annual return 31 January 2020 24 November 2020 On Time
Accounts and TAR 31 January 2020 24 November 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 19 FEBRUARY 2004

Charitable objects

TO APPLY THE CAPITAL AND INCOME OF THE TRUST FUND IN SUCH MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE TOWARDS: A) THE ADVANCEMENT OF JEWISH RELIGIOUS EDUCATION IN ACCORDANCE WITH ORTHODOX TENETS OF THE JEWISH RELIGION B) THE ADVANCEMENT OF RELIGION IN ACCORDANCE WITH THE ORTHODOX JEWISH FAITH C) THE RELIEF OF POVERTY AND SICKNESS IN PARTICULAR BUT NOT EXCLUSIVELY TO PERSONS PROFESSING THE ORTHODOX JEWISH FAITH D) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME AUTHORISE

Area of benefit

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

NATIONAL AND OVERSEAS

Contact information

Address:
31 BETHUNE ROAD
LONDON
N16 5DA
Phone:
02088001801
Email:
No information available
Website:

No information available