CCEW Charity Commission profile

HERITAGE CONCERN FOUNDATION

Registered charity 1170912 · organisation 5093373

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
23 December 2016
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£2,696,391
Latest expenditure
£139,544
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: 152 Eastwoodmains Road, Clarkston, GLASGOW, G76 7HF

02 Activities

What the charity does

The charity gives grants to other charitable organisations registered in England and Wales who actively support the conservation, protection and improvement of the physical and natural environment (including its Flora and Fauna)

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
28 January 2026
Date Accounts Received
28 January 2026
Total Gross Income
£2,696,391
Total Gross Expenditure
£139,544
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
31 January 2025
Date Accounts Received
28 February 2025
Total Gross Income
£475,934
Total Gross Expenditure
£197,388
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
29 January 2024
Date Accounts Received
27 February 2025
Total Gross Income
£5,912,270
Total Gross Expenditure
£58,387
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
20 January 2023
Date Accounts Received
20 January 2023
Total Gross Income
£0
Total Gross Expenditure
£23,749
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
23 September 2021
Date Accounts Received
23 September 2021
Total Gross Income
£0
Total Gross Expenditure
£43,618

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
28 January 2026
Total Gross Income
£2,696,391
Total Gross Expenditure
£139,544
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
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
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
31 January 2025
Total Gross Income
£475,934
Total Gross Expenditure
£197,388
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
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
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
29 January 2024
Total Gross Income
£5,912,270
Total Gross Expenditure
£58,387
Grant Making Is Main Activity
Yes
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
Count Volunteers
0
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
20 January 2023
Total Gross Income
£0
Total Gross Expenditure
£23,749
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
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
23 September 2021
Total Gross Income
£0
Total Gross Expenditure
£43,618
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

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
28 January 2026
Income Donations And Legacies
2203583
Income Other Trading Activities
418197
Income Charitable Activities
0
Income Investments
74611
Income Other
0
Income Total Income And Endowments
2696391
Income Legacies
2203583
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£21,000
Expenditure Other
118544
Expenditure Total
139544
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£8,806,288
Assets Total Fixed
4856396
Assets Own Use
4856396
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,075,783
Assets Total Liabilities
£39,899
Assets Current Investment
0
Assets Total Assets And Liabilities
£8,892,280
Creditors One Year Total Current
39899
Creditors Falling Due After One Year
0
Assets Cash
£3,841,148
Funds Endowment
0
Funds Unrestricted
8806288
Funds Restricted
85992
Funds Total
8892280
Count Employees
0
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
29 January 2024
Income Donations And Legacies
5892000
Income Other Trading Activities
20270
Income Charitable Activities
0
Income Investments
0
Income Other
0
Income Total Income And Endowments
5912270
Income Legacies
5892000
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£58,387
Expenditure Other
0
Expenditure Total
58387
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
48637
Expenditure Depreciation
6250
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
4910000
Assets Own Use
4910000
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,156,692
Assets Total Liabilities
£31,926
Assets Current Investment
0
Assets Total Assets And Liabilities
£6,034,766
Creditors One Year Total Current
31926
Creditors Falling Due After One Year
0
Assets Cash
£174,692
Funds Endowment
0
Funds Unrestricted
5948774
Funds Restricted
85992
Funds Total
6034766
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage

08 Official extract

Charity Event History

Charity Name
HERITAGE CONCERN FOUNDATION
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2016-12-23T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 23 Dec 2016 as amended on 13 Jun 2024
Charitable Objects
(1) The objects of the CIO are: To promote the conservation, protection and improvement of the physical and natural environment (including its flora and fauna), including through the making of grants to charities registered or active in the United Kingdom and whose purposes are, in particular but not limited to, the promotion of the conservation, protection and improvement of the physical and natural environment (including its flora and fauna).

10 Official extract

Charity Policy

Policy Name
Internal risk management policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures