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up-to-date

Data for financial year ending 31 March 2018

Heart Of England Community Foundation

  • Income

    £8.0M

  • Spending

    £3.6M

  • Status

    Up-to-date

Charity no. 1117345 Company no. 5999452

Contact details

Public address

  • C/O Psa Group, Torrington Avenue, Coventry, CV4 9AP

Aims & activities

Targeting funds from individuals, companies, trusts and statutory bodies at community projects in Coventry and Warwickshire. Charity also manages endowed funds and until March 2011, can match private donations for long-term support, including gifts of property and shares. Currently holding more than -ú2,000,000 of private funds and awarding over -ú1,000,000 grants each year.

What the charity does

  • General charitable purposes

Who the charity helps

  • The general public/mankind

How the charity works

  • Makes grants to organisations

Income and Endowments:

£8.0M

* £15.2K investment gains(losses)

Expenditure:

£3.6M

Assets and liabilities

  • £80.5K Own use assets
  • £10.8M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £5.7M Other assets
  • £101.9K Total liabilities
Financial history
Compliance history

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

45%
99%
55%

Charitable objects

(A) THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE CITY OF COVENTRY, THE COUNTY OF WARWICKSHIRE AND ELSEWHERE IN THE UNITED KINGDOM ("THE AREA OF BENEFIT") AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS; (B) OTHER EXCLUSIVELY CHARITABLE PURPOSES WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY IN THE AREA OF BENEFIT.

Governing document

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15 NOVEMBER 2006

Area of benefit

City Of Coventry, Warwickshire And Elsewhere In The United Kingdom

Organisation type

Standard registration

Other Regulators

Financial Conduct Authority

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Volunteer management
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

  • 13 Trustees
  • 13 Employees
  • 44 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Sir Nicholas Dominic Cadbury Ndc Trust Up-to-date
Amrik Bhabra University Hospitals Coventry And Warwickshire Charity Up-to-date
Sally Elizabeth Carrick None on record
Christopher West None on record
John Taylor None on record
Paul Belfield (Chair) None on record
Philip Gordon Ewing None on record
Lucie Byron None on record
Philip Arthur Pemble None on record
Michelle Vincent None on record
Daniel Worthing None on record
Jude Jennison None on record
Elizabeth Louise Mckenzie None on record

Areas of operation

List of regions

  • Birmingham City
  • Coventry City
  • Dudley
  • Sandwell
  • Solihull
  • Walsall
  • Warwickshire
  • Wolverhampton