Finance Score: 2

Governance Score: 2

Support Score: 7

Poor Liquidity: -1
Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
All male board: -3

Grant maker support: +7

Overall GiG Score: 11

THE HISTORIC ENGLAND FOUNDATION

The charity distributes grants to other bodies who operate in line with the charity's objects which are to promote the conservation, protection and improvement of heritage assets situated in England and to advance education by promoting research into, and furthering the public's knowledge and enjoyment of, heritage assets situated in England and their conservation.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending since inception
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending

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
31/03/23	£1,624	£1,728	£-104	£16	£247	£75	0.5	0
31/03/22	£494	£575	£-81	n/a	n/a	n/a	n/a	n/a
31/03/21	£303	£362	£-59	n/a	n/a	n/a	n/a	n/a
31/03/20	£613	£508	£105	£12	£491	£6	0.1	0
31/03/19	£449	£63	£386	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 0.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 29%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 30%
Reserves/Spending: 0.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.8

Asset Split ?

Established: 6 years

https://historicenglandfoundation.org.uk/

info@historicenglandfoundation.org.uk

02079733000

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Mercer's Charitable Foundation - Grant to The Historic England Foundation
£92,123	20/06/2023	Supporting Historic England's Early Careers programme for underrepresented young people entering the Heritage sector.
Wolfson Foundation - Grant to Historic England
£150,000	11/06/2020	X-radiography equipment at Fort Cumberland, Portsmouth

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-62

SAMUEL SWIRE Appointed: 2022, Occupation: Company Director

DR FABIAN FELIX RICHTER (Chair) Appointed: 2019, Occupation: Co-Founder At Distributor Due Diligence Ltd

JAY BARRYMORE Appointed: 2019, Occupation: Head Of Special Projects At Medea Capital Partners

MATTHEW O'CONNELL Appointed: 2019, Occupation: Head Of Investment At Bi Wines & Spirits

PETER THOMAS BECKETT Appointed: 2019, Occupation: Founding Director Of Askari Ltd

SATWINDER SINGH Appointed: 2022, Occupation: Director, Other trusteeship: IMPETUS - THE PRIVATE EQUITY FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 14/05/2018, number: 1178368
Registered at Companies House on 16/01/2017, number: 10564101

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

5 returns made; all on time

Main office

The Engine House
Fire Fly Avenue
SWINDON
Wiltshire
SN2 2EH

Objectives

4.1 THE OBJECTS OF THE CHARITY ARE, FOR THE BENEFIT OF THE PUBLIC:4.1.1 TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF HERITAGE ASSETS SITUATED IN ENGLAND;4.1.2 TO ADVANCE EDUCATION BY PROMOTING RESEARCH INTO, AND FURTHERING THE PUBLIC’S KNOWLEDGE AND ENJOYMENT OF, HERITAGE ASSETS SITUATED IN ENGLAND AND THEIR CONSERVATION,IN PARTICULAR BUT NOT EXCLUSIVELY WITHOUT LIMITATION BY SUPPORTING THE WORK OF HBMCE; AND4.1.3 TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES INCIDENTAL TO THE ABOVE OBJECTS AS THE TRUSTEES SEE FIT.

Data Sources