Finance Score: -1

Governance Score: 6

Support Score: 11

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +11

Overall GiG Score: 16

THE HANDEL HOUSE TRUST LIMITED

To promote knowledge, awareness, and enjoyment of Handel and his music to as wide a public audience as possible.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,329,491 available, equivalent to 170 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/10/22		£960	£657	£302	£71	£12,929	£9,329	170.3	8	55
31/10/21		£1,409	£570	£839	£67	£12,956	£9,727	204.7	8	72
31/10/20		£789	£552	£236	£32	£11,464	£8,604	186.9	7	70
31/10/19		£1,702	£775	£928	£36	£18,250	£15,528	240.5	7	80
31/10/18		£821	£793	£28	£56	£17,169	£14,646	221.5	8	80
31/10/17		£1,427	£995	£432	£61	£10,131	£7,680	92.6	8	0
31/10/16		£1,864	£951	£913	£167	£9,211	£7,368	93	10	0
31/10/15		£1,261	£572	£690	£162	£8,134	£6,393	134.2	8	0
31/10/14		£885	£633	£252	£159	£7,383	£5,611	106.4	8	0
31/10/13		£698	£548	£151	£160	£7,098	£5,230	114.6	8	0
31/10/12		£676	£558	£118	£143	£6,639	£5,055	108.6	8	0
31/10/11		£621	£513	£109	£139	£6,417	£4,919	115.1	8	0
31/10/10		£702	£531	£171	£148	£6,364	£4,851	109.7	8	0
31/10/09		£1,056	£576	£480	£100	£6,125	£4,676	97.4	8	0
31/10/08		£675	£504	£172	£112	£5,538	£4,670	111.3	8	0
31/10/07	*	£2,417	£1,751	£667	£182	£5,681	£4,709	32.3	9	0
31/10/06		£2,588	£546	£2,041	£0	£0	£0	n/a	0	0
31/10/05		£746	£505	£241	£0	£0	£0	n/a	0	0
31/10/04		£564	£557	£7	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 10.9%
Fundraising Costs/Total Spending: 13.7%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 61%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 170.3 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1.5

Asset Split ?

Established: 32 years

www.handelhendrix.org

mail@handelhendrix.org

02074951685

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Performing and visual arts

How it operates

Provides buildings/facilities/open space

Where it operates

Throughout London,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

8 employees
55 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

The Linbury Trust	£104,000
Wolfson Foundation	£100,000
Garfield Weston Foundation	£100,000
The Foyle Foundation	£75,000

Specific Donations

Amount	When Months	To be used for
The Linbury Trust - Community learning prog - Handel Hendrix House
£104,000	05/10/2023	A grant over three years to support the community learning programme, including refugee focused engagement and participation.
Wolfson Foundation - Grant to The Handel House Trust Limited
£100,000	07/12/2022	Interpretation at the Handel and Hendrix in London museum
The Foyle Foundation - Learning (MGS)
£75,000	21/04/2022	towards the capital costs of the Hallelujah Project
Garfield Weston Foundation - Major Grants award
£100,000	03/12/2021	The Hallelujah Project
National Lottery Heritage Fund - Grant to Handel House Trust Ltd
£255,000	20/03/2017	Developing Endowment Fund for Handel House

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-76

SIMON RICHARDS DANIELS Appointed: 2022, Occupation: Museum Director

HARRY ALEXANDER BICKET Appointed: 2018, Occupation: Conductor

LORD RODERICK BALFOUR Appointed: 2018, Occupation: Director Business Development

LUCY RHODA LE FANU Appointed: 2019, Occupation: Retired Music Teacher

MICHAEL HOWARD RIDLEY Appointed: 2014, Occupation: Investment Banker

WILLIAM JAMES CONNER Appointed: 2017, Occupation: Management Consultant/Fundraiser

JANE ANTHONY RIDLEY Appointed: 2018, Occupation: Investment Banker, Other trusteeship: NORWICH CATHEDRAL TRUST,

SIMON PATRICK WEIL (Chair) Appointed: 1999, Occupation: Solicitor, Other trusteeships: THE ENGLISH CONCERT, THE MICHAEL TIPPETT MUSICAL FOUNDATION, BALCARRES HERITAGE TRUST LIMITED, THE KATHLEEN HANNAY MEMORIAL CHARITY, THE FOUNDATION OF ST. BENEDICT OF NURSIA, ARIMATHEA CHARITABLE TRUST, THE FRIENDS OF SOLESMES, THE BRITISH MUSIC EXPERIENCE, MARIA BJORNSON MEMORIAL FUND, MAECENAS, THE NEW ENGLISH BALLET THEATRE, OUR LADY OF GOOD HELP FOUNDATION, THE FOUNDATION OF SAINT FRANÇOIS, THE ZITA MEMORIAL FOUNDATION,

VICTORIA ROWLAND BROACKES Appointed: 2015, Occupation: Museum Curator, Other trusteeship: THE GOLDSMITHS' COMPANY CHARITY,

Legal constitution

Charitable company registered in England & Wales on 14/11/1991, number: 1006009
Registered at Companies House on 11/10/1991, number: 02653428

Gift Aid

Registered with HMRC for Gift Aid

Event History

23/04/2020 - Asset transfer in from THE HANDEL HOUSE COLLECTIONS TRUST
01/06/2023 - Asset transfer in from THE JANE GIBSON CHARITABLE TRUST FUND

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR07: 16 days late,

Recent reorganisation events:

Asset transfer in from THE HANDEL HOUSE COLLECTIONS TRUST on 23/04/2020
Asset transfer in from THE JANE GIBSON CHARITABLE TRUST FUND on 01/06/2023

Main office

25 Brook Street
London
W1K 4HB

Objectives

TO PROMOTE, ENCOURAGE, MAINTAIN, IMPROVE AND ADVANCE EDUCATION OF THE PUBLIC IN THE LIFE AND WORKS OF GEORGE FRIDERIC HANDEL AND TO ESTABLISH AND MAINTAIN THE PROPERTY LOCATED AT 25 BROOK STREET, LONDON W1 AS A MUSEUM TO HOUSE AND PRESERVE ALL ARTICLES HAVING CONNECTION WITH THE SAID GEORGE FRIDERIC HANDEL.

Defined Area of Benefit:

NOT DEFINED

Data Sources