01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received Late
- Charity type
- Charitable company
- Registered
- 27 June 1994
- Removed
- Not supplied
- Company number supplied
- 02814177
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £7,166,076
- Latest expenditure
- £7,343,493
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Heart Of England Mencap, 5 Church Green, Atherstone On Stour, STRATFORD-UPON-AVON, Warwickshire, CV37 8NE
Website recorded by the regulator: www.heartofenglandmencap.org.uk (displayed as text)
02 Activities
What the charity does
The principal activity of the Society is the provision of residential care and domiciliary support services for adults with learning disabilities in the Heart of England.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 16 December 2025
- Date Accounts Received
- 16 December 2025
- Total Gross Income
- £7,166,076
- Total Gross Expenditure
- £7,343,493
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 13 November 2024
- Date Accounts Received
- 4 November 2024
- Total Gross Income
- £6,608,241
- Total Gross Expenditure
- £6,445,705
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 17 October 2023
- Date Accounts Received
- 17 October 2023
- Total Gross Income
- £5,606,269
- Total Gross Expenditure
- £5,812,564
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 7 December 2022
- Date Accounts Received
- 7 December 2022
- Total Gross Income
- £5,478,107
- Total Gross Expenditure
- £5,520,336
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 30 November 2021
- Date Accounts Received
- 30 November 2021
- Total Gross Income
- £5,337,892
- Total Gross Expenditure
- £4,769,861
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 16 December 2025
- Total Gross Income
- £7,166,076
- Total Gross Expenditure
- £7,343,493
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 0
- Count Salary Band 70001 80000
- 0
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 0
- Count Salary Band 100001 110000
- 0
- Count Salary Band 110001 120000
- 0
- Count Salary Band 120001 130000
- 0
- Count Salary Band 130001 140000
- 0
- Count Salary Band 140001 150000
- 0
- Count Salary Band 150001 200000
- 0
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 13 November 2024
- Total Gross Income
- £6,608,241
- Total Gross Expenditure
- £6,445,705
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 7
- Count Govt Grants
- £0
- Income From Government Contracts
- 6381112
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 17 October 2023
- Total Gross Income
- £5,606,269
- Total Gross Expenditure
- £5,812,564
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 4
- Count Govt Grants
- £3
- Income From Government Contracts
- 5012596
- Income From Government Grants
- £27,772
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 9
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 7 December 2022
- Total Gross Income
- £5,478,107
- Total Gross Expenditure
- £5,520,336
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 6
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Contracts
- 4740956
- Income From Government Grants
- £148,706
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 8
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 30 November 2021
- Total Gross Income
- £5,337,892
- Total Gross Expenditure
- £4,769,861
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 5
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Contracts
- 1803691
- Income From Government Grants
- £173,949
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 8
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 16 December 2025
- Income Donations And Legacies
- 36139
- Income Other Trading Activities
- 27692
- Income Charitable Activities
- 7098857
- Income Investments
- 3388
- Income Other
- 0
- Income Total Income And Endowments
- 7166076
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £73,643
- Expenditure Charitable Expenditure
- £7,269,850
- Expenditure Other
- 0
- Expenditure Total
- 7343493
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 12900
- Expenditure Support Costs
- 1066498
- Expenditure Depreciation
- 61955
- Gain Loss Investment
- -9539
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -525
- Gain Loss Other
- 0
- Reserves
- £834,304
- Assets Total Fixed
- 1959219
- Assets Own Use
- 1553863
- Assets Long Term Investment
- 405356
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,420,932
- Assets Total Liabilities
- £473,607
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,906,544
- Creditors One Year Total Current
- 473607
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £52,260
- Funds Endowment
- 0
- Funds Unrestricted
- 2549119
- Funds Restricted
- 357425
- Funds Total
- 2906544
- Count Employees
- 194
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 13 November 2024
- Income Donations And Legacies
- 175110
- Income Other Trading Activities
- 39927
- Income Charitable Activities
- 6381122
- Income Investments
- 12082
- Income Other
- 0
- Income Total Income And Endowments
- 6608241
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £29,380
- Expenditure Charitable Expenditure
- £6,416,325
- Expenditure Other
- 0
- Expenditure Total
- 6445705
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 12300
- Expenditure Support Costs
- 1053896
- Expenditure Depreciation
- 55695
- Gain Loss Investment
- 42864
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £972,229
- Assets Total Fixed
- 1968233
- Assets Own Use
- 1553338
- Assets Long Term Investment
- 414895
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,630,259
- Assets Total Liabilities
- £504,992
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,093,500
- Creditors One Year Total Current
- 504992
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £489,157
- Funds Endowment
- 0
- Funds Unrestricted
- 2671658
- Funds Restricted
- 421842
- Funds Total
- 3093500
- Count Employees
- 203
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 17 October 2023
- Income Donations And Legacies
- 22077
- Income Other Trading Activities
- 64869
- Income Charitable Activities
- 5513207
- Income Investments
- 6116
- Income Other
- 0
- Income Total Income And Endowments
- 5606269
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £5,812,564
- Expenditure Other
- 0
- Expenditure Total
- 5812564
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 11500
- Expenditure Support Costs
- 979617
- Expenditure Depreciation
- 43399
- Gain Loss Investment
- -9745
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,056,375
- Assets Total Fixed
- 1705331
- Assets Own Use
- 1316159
- Assets Long Term Investment
- 389172
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,548,467
- Assets Total Liabilities
- £365,698
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,888,100
- Creditors One Year Total Current
- 365698
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £523,792
- Funds Endowment
- 0
- Funds Unrestricted
- 2600081
- Funds Restricted
- 288019
- Funds Total
- 2888100
- Count Employees
- 210
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 7 December 2022
- Income Donations And Legacies
- 82894
- Income Other Trading Activities
- 73784
- Income Charitable Activities
- 5168705
- Income Investments
- 4018
- Income Other
- 148706
- Income Total Income And Endowments
- 5478107
- Income Legacies
- 53000
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £5,412,738
- Expenditure Other
- 107598
- Expenditure Total
- 5520336
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 172539
- Expenditure Governance
- 11580
- Expenditure Support Costs
- 916594
- Expenditure Depreciation
- 47127
- Gain Loss Investment
- 42599
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,325,766
- Assets Total Fixed
- 1652881
- Assets Own Use
- 1253964
- Assets Long Term Investment
- 398917
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,929,281
- Assets Total Liabilities
- £478,022
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,104,140
- Creditors One Year Total Current
- 478022
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,144,721
- Funds Endowment
- 0
- Funds Unrestricted
- 2803254
- Funds Restricted
- 300886
- Funds Total
- 3104140
- Count Employees
- 197
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 30 November 2021
- Income Donations And Legacies
- 119280
- Income Other Trading Activities
- 38121
- Income Charitable Activities
- 4966196
- Income Investments
- 5422
- Income Other
- 208873
- Income Total Income And Endowments
- 5337892
- Income Legacies
- 106000
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,537
- Expenditure Charitable Expenditure
- £4,765,324
- Expenditure Other
- 0
- Expenditure Total
- 4769861
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 14460
- Expenditure Support Costs
- 929901
- Expenditure Depreciation
- 47127
- Gain Loss Investment
- 49268
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,820,388
- Assets Total Fixed
- 1227521
- Assets Own Use
- 869605
- Assets Long Term Investment
- 357916
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,484,665
- Assets Total Liabilities
- £608,416
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,103,770
- Creditors One Year Total Current
- 427860
- Creditors Falling Due After One Year
- 180556
- Assets Cash
- £1,758,655
- Funds Endowment
- 0
- Funds Unrestricted
- 2820137
- Funds Restricted
- 283633
- Funds Total
- 3103770
- Count Employees
- 182
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Worcestershire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Warwickshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
08 Official extract
Charity Event History
- Charity Name
- HEART OF ENGLAND MENCAP
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1994-06-27T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 30/04/1993AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/09/1994AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/11/1994AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/02/2003AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 22/08/2012 as amended on 30 Nov 2021 as amended on 21 Nov 2023
- Charitable Objects
- A) THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND FOR THEIR FAMILIES, DEPENDANTS AND CARERS, AND TO PREVENT LEARNING DISABILITIES FOR THE PUBLIC BENEFIT; ANDB) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.
- Area Of Benefit
- NOT DEFINED BUT IN PRACTICE STRATFORD-ON-AVON DISTRICT COUNCIL AND IMMEDIATELY SURROUNDING AREAS
10 Official extract
Charity Other Names
- Charity Name Id
- 113180
- Charity Name Type
- Working name
- Charity Name
- STRATFORD AND DISTRICT MENCAP
- Charity Name Id
- 113192
- Charity Name Type
- Previous name
- Charity Name
- STRATFORD-UPON-AVON AND DISTRICT MENCAP SOCIETY
- Charity Name Id
- 113204
- Charity Name Type
- Previous name
- Charity Name
- STRATFORD-UPON-AVON AND DISTRICT SOCIETY FOR MENTALLY HANDICAPPED CHILDREN AND ADULTS
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Risk management
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investment
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures