Finance Score: 1

Governance Score: 4

Support Score: 2

Reasonable growth: +1
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 7

THE HERITAGE OF LONDON TRUST LIMITED

Aiding the conservation and restoration of buildings of architectural and historic merit in Greater London to best benefit the local community, by working with the local authorities, statutory bodies, grant and loan giving agencies to restore, repair and refurbish buildings at risk to bring them back into beneficial use.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23		£453	£473	£-20	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£504	£344	£160	£33	£980	£892	31.1	5	0
31/03/21		£277	£292	£-15	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£348	£314	£34	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£441	£330	£111	n/a	n/a	n/a	n/a	n/a	3
31/03/18		£417	£207	£210	£0	£0	£0	n/a	0	0
31/03/17		£210	£182	£27	£0	£0	£0	n/a	0	0
31/03/16		£160	£171	£-12	£0	£0	£0	n/a	0	0
31/03/15		£124	£152	£-28	£0	£0	£0	n/a	0	0
31/03/14		£110	£140	£-30	£0	£0	£0	n/a	0	0
31/03/13		£126	£125	£1	£0	£0	£0	n/a	0	0
31/03/12		£101	£143	£-41	£0	£0	£0	n/a	0	0
31/03/11	*	£122	£174	£-53	£0	£0	£0	n/a	0	0
31/03/10		£143	£192	£-49	£0	£0	£0	n/a	0	0
31/03/09		£142	£417	£-275	£0	£0	£0	n/a	0	0
31/03/08		£428	£117	£311	£0	£0	£0	n/a	0	0
31/03/07	*	£172	£102	£70	£0	£0	£0	n/a	0	0
31/03/06		£122	£167	£-44	£0	£0	£0	n/a	0	0
31/03/05		£85	£136	£-50	£0	£0	£0	n/a	0	0
31/03/04		£154	£139	£15	£0	£0	£0	n/a	0	0

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Senior Staff Costs/Total Spending: 22%
Highest pay band: £80,000-£90,000

Established: 44 years

www.heritageoflondon.org

info@heritageoflondon.org

02070990559

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Throughout London,

Who it helps

Other Charities Or Voluntary Bodies

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
Wates Family Enterprise Trust - HOLT_Family Award_2022
£5,000	16/11/2022	To restore an important community building. Stanley Halls was built by local inventor, architect, and industrialist William Ford Robinson Stanley in 1903 in order to "provide the district with a ....more To restore an important community building. Stanley Halls was built by local inventor, architect, and industrialist William Ford Robinson Stanley in 1903 in order to "provide the district with a well needed public hall". His background was engineering but he was also a painter, musician, photographer, author of plays, books for children and political treatises. His vision for Stanley Halls was the promotion of 'Justice, Liberty and Science'.HOLT is working on a project to restore the railings and gates to the original designs as part of a larger restoration project of the building's exterior.
Wates Family Enterprise Trust - Beaufoy Institute - Family Light Touch Dec 2020 - GA-1431
£5,000	22/12/2020	Hall Conservation to restore the gates and the Beaufoy Book.
Wates Family Enterprise Trust - Heritage of London Trust
£5,000	16/12/2019	Core funding

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-68

SARAH BOOTH Appointed: 2023, Occupation: Director Of Communications

SIR LAURENCE MAGNUS Appointed: 2023, Occupation: Independent Adviser On Ministers' Interests

JAMES WILLIAM JEREMY RITBLAT Appointed: 2016, Occupation: Ceo Of Real Estate Advisory Company

JOHN RICHARD PHILLIPS Appointed: 2020, Occupation: Solicitor

MRS KIT KEMP Appointed: 2016, Occupation: Interior Designer

PROFESSOR PIPPA POPPY CATTERALL Appointed: 2022, Occupation: Professor, Other trusteeship: THE DOREEN BIRD FOUNDATION,

DORA DIXON-FYLE Appointed: 2016, Occupation: Councillor, Other trusteeship: SCHOOLS FOR AFRICA,

RICHARD JOHNSTON Appointed: 2021, Occupation: Ceo, Other trusteeships: SCREENSKILLS LIMITED, DRIVE FORWARD FOUNDATION, TIMEGIVERS,

Legal constitution

Charitable company registered in England & Wales on 30/06/1980, number: 280272
Registered at Companies House on 13/03/1980, number: 01485287

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures

Filing Record

20 returns made; AR11: 2 days late, AR07: 21 days late,

Main office

Fivefields
10 Grosvenor Gardens
London
SW1W 0DH

Objectives

TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF GREATER LONDON AND OF THE NATION AT LARGE AND WHERE IT IS PRACTICABLE TO DO SO TO FACILITATE AND ENCOURAGE REASONABLE PUBLIC ACCESS TO WHATEVER OF THE HISTORICAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND GREATER LONDON IN THE FORM OF BUILDINGS (WHICH EXPRESSION SHALL FOR THESE PURPOSES INCUDE ANY BUILDING AS DEFINED BY SECTION 290(1) OF THE TOWN AND COUNTRY PLANNING ACT 1971 AND ALSO ANY GARDEN OR PLANT OR MACHINERY IRRESPECTIVE OF WHETHER IT IS ASSOCIATION WITH A BUILDING) OR PLACES OF HISTORICAL OR ARCHITECTURAL INTEREST.(SEE MEMORANDUM FOR FURTHER DETAILS)

Defined Area of Benefit:

GREATER LONDON

Data Sources