Finance Score: 5

Governance Score: 2

Support Score: 10

Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Mainly male board: -1

Grant maker support: +10

Overall GiG Score: 17

ST BARTHOLOMEW'S HERITAGE

THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT THROUGH THE PRESERVATION, RESTORATION AND MAINTENANCE OF BUILDINGS AND STRUCTURES OF HISTORICAL AND/OR ARCHITECTURAL INTEREST OR IMPORTANCE AT THE HOSPITAL AND ELSEWHERE IN THE CITY OF LONDON, AND THROUGH SUCH OTHER MEANS AS THE TRUSTEES THINK FIT

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly male

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
30/04/23	£1,896	£870	£1,026	£65	£1,397	£407	5.6	1	0
30/04/22	£570	£362	£209	£61	£371	£365	12.1	1	1
30/04/21	£396	£433	£-37	n/a	n/a	n/a	n/a	n/a	0
30/04/20	£926	£781	£146	£47	£200	£200	3.1	1	0
30/04/19	£135	£108	£27	n/a	n/a	n/a	n/a	n/a	0
30/04/18	£60	£33	£27	£0	£0	£0	n/a	0	0
30/04/17	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.6%
Fundraising Costs/Total Spending: 7.5%
Senior Staff Costs/Total Spending: 33%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 6%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 29%
Reserves/Spending: 5.6 months
Net Current Assets/Spending: 19 months
Quick Ratio: 14.6

Asset Split ?

Established: 8 years

www.bartsheritage.org.uk

INFO@BARTSHERITAGE.ORG.UK

07970705382

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

City Of London,

Who it helps

The General Public/Mankind

Who works here?

1 employee

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

Wolfson Foundation	£250,000
The Foyle Foundation	£200,000
DCMS	£158,597
City Bridge Trust	£95,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Barts Heritage Trust
£250,000	08/06/2022	Conservation of the Hogarth Stair at St Bartholomew's Hospital
City Bridge Trust - Grant to Barts Heritage
£95,000	23/05/2022 36	£95,000 over three years (£500; £45,500; £49,000) towards the costs of the access works of the North Wing’s phase one renovation.
The Foyle Foundation - Learning (MGS)
£200,000	21/04/2022	to support Sharing Historic Barts: the major project to restore and open up the historic North Wing for year-round public use by a wide range of audiences
DCMS - North Wing, St Barts Hospital, West Smithfield, City of London
£6,997	01/04/2021	Project development work to inform future roof repair
DCMS - CRF20: Barts Heritage
£151,600	14/10/2020	Culture Recovery Fund for Heritage 2020-21

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 49-80

AMICIA DE MOUBRAY Appointed: 2020, Other trusteeship: Historic Houses Foundation,

ANTHONY JOHN HALES Appointed: 2023, Occupation: Company Director

DOUG HARMER Appointed: 2020, Occupation: Chartered Accountant

DR ROBERT TREHARNE JONES Appointed: 2019

DR RUPERT WILLIAM EVENETT Appointed: 2023, Occupation: Charity Director

SIR MARCUS EDWARD SETCHELL KCVO Appointed: 2017

BRENDAN GODFREY EAMONN FINUCANE Appointed: 2017, Occupation: Judge, Other trusteeships: City & Guilds Art School Property Trust, THE WARBURG CHARITABLE TRUST, THE ZURBARAN TRUST, The Auckland Project, SIR JOHN SOANE'S MUSEUM TRUST,

DR CHARLES KNIGHT Appointed: 2017, Occupation: Managing Director

MICHAEL JOHN SMITH Appointed: 2017, Occupation: Company Chairman

CHRISTOPHER MARK PEMBERTON Appointed: 2018, Occupation: Trustee, Other trusteeships: IRONBRIDGE GORGE MUSEUM TRUST LIMITED, NMRN OPERATIONS,

CLARE MAURICE Appointed: 2020, Occupation: Solicitor, Other trusteeship: THE CHILDWICK TRUST,

ERIC GEORGE REYNOLDS Appointed: 2023, Occupation: Manager, Other trusteeships: SAVE BRITAIN'S HERITAGE, TRANSGLOBE EXPEDITION TRUST, THE GREENWICH FOUNDATION FOR THE OLD ROYAL NAVAL COLLEGE, LONGPLAYER TRUST, SS ROBIN TRUST, THE GLORIANA TRUST, MOSSBOURNE CHARITABLE TRUST CIO,

Legal constitution

Charitable company registered in England & Wales on 24/05/2016, number: 1167316
Registered at Companies House on 01/04/2016, number: 10097955

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; all on time

Main office

SAFFERY CHAMPNESS
71 Queen Victoria Street
London
EC4V 4BE

Objectives

1) THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT THROUGH THE PRESERVATION, RESTORATION AND MAINTENANCE OF BUILDINGS AND STRUCTURES OF HISTORICAL AND/OR ARCHITECTURAL INTEREST OR IMPORTANCE AT THE HOSPITAL AND ELSEWHERE IN THE CITY OF LONDON, AND THROUGH SUCH OTHER MEANS AS THE TRUSTEES THINK FIT.2) SUCH OTHER EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE DIRECTORS MAY IN THEIR DISCRETION THINK FIT.

Data Sources