HERITAGE HOUSE CARING GROUP ( WELLS-NEXT-THE-SEA ) LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 30 April 1997
Removed: Not supplied
Company number supplied: 03302253
Financial period: 1 April 2024 – 31 March 2025
Latest income: £242,685
Latest expenditure: £332,563
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Heritage House, Mill Road, WELLS-NEXT-THE-SEA, NR23 1RF

Website recorded by the regulator: https://www.heritagehousecare.org.uk (displayed as text)

02 Activities

What the charity does

Day care centre for the elderly and disabled.

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: 18 December 2025
Date Accounts Received: 18 December 2025
Total Gross Income: £242,685
Total Gross Expenditure: £332,563

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: 9 September 2024
Date Accounts Received: 9 September 2024
Total Gross Income: £469,605
Total Gross Expenditure: £308,513

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: 1 February 2024
Date Accounts Received: 1 February 2024
Total Gross Income: £244,730
Total Gross Expenditure: £291,651

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: 3 January 2023
Date Accounts Received: 3 January 2023
Total Gross Income: £289,394
Total Gross Expenditure: £263,684

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: 31 January 2022
Date Accounts Received: 31 January 2022
Total Gross Income: £250,594
Total Gross Expenditure: £244,067

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: 18 December 2025
Total Gross Income: £242,685
Total Gross Expenditure: £332,563
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £0
Income From Government Contracts: 43763
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 45

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: 9 September 2024
Total Gross Income: £469,605
Total Gross Expenditure: £308,513
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £0
Income From Government Contracts: 56493
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: 46

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: 1 February 2024
Total Gross Income: £244,730
Total Gross Expenditure: £291,651
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: No
Count Volunteers: 45

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: 3 January 2023
Total Gross Income: £289,394
Total Gross Expenditure: £263,684
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 26
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £16
Income From Government Contracts: 52760
Income From Government Grants: £56,783
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 63

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: 31 January 2022
Total Gross Income: £250,594
Total Gross Expenditure: £244,067
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £81,869
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 82

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Norfolk
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

07 Official extract

Charity Event History

Charity Name: HERITAGE HOUSE CARING GROUP ( WELLS-NEXT-THE-SEA ) LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1997-04-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: 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: NORFOLK

09 Official extract

Charity Other Names

Charity Name Id: 409181
Charity Name Type: Working name
Charity Name: HERITAGE HOUSE

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Volunteer management

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Conflicting interests