Finance Score: 2

Governance Score: 1

Support Score: 10

Poor Liquidity: -1
Fundraising costs low: +3

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

Grant maker support: +10

Overall GiG Score: 13

THE WIGMORE HALL TRUST

The key objects of the Trust are to maintain and administer Wigmore Hall and to promote appreciation and knowledge of chamber music, song and other art forms, for the benefit of the public.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 31 years

www.wigmore-hall.org.uk

info@wigmore-hall.org.uk

02072588254

Charity Commission for England and Wales

Tweets

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
31/07/23	£8,408	£8,433	£-25	£358	£13,264	£2,860	4.1	106
31/07/22	£8,710	£7,620	£1,090	£455	£13,231	£2,933	4.6	90
31/07/21	£8,596	£5,412	£3,184	£238	£12,174	£3,519	7.8	96
31/07/20	£6,552	£6,212	£340	£349	£8,442	£1,420	2.7	108
31/07/19	£7,380	£6,988	£392	£385	£7,968	£1,612	2.8	115
31/07/18	£6,351	£6,802	£-451	£369	£7,520	£1,475	2.6	104
31/07/17	£6,914	£6,287	£627	£380	£7,799	£1,269	2.4	37
31/07/16	£6,724	£6,232	£491	£371	£6,907	£1,165	2.2	36
31/07/15	£5,852	£5,678	£173	£421	£6,416	£1,134	2.4	33
31/07/14	£5,757	£5,329	£428	£414	£6,243	£1,123	2.5	33
31/07/13	£5,862	£5,116	£746	£437	£5,814	£1,094	2.6	34
31/07/12	£4,714	£4,605	£110	£332	£5,069	£1,082	2.8	33
31/07/11	£4,833	£4,473	£360	£308	£4,959	£1,033	2.8	32
31/07/10	£4,154	£4,152	£3	£344	£4,599	£552	1.6	31
31/07/09	£4,523	£3,840	£683	£395	£4,596	£507	1.6	31
31/07/08	£4,723	£3,697	£1,025	£440	£3,914	£441	1.4	29
31/07/07	£3,873	£3,422	£451	£311	£2,888	£260	0.9	27
31/07/06	£3,251	£3,130	£121	£0	£0	£0	n/a	0
31/07/05	£3,377	£3,383	£-6	£0	£0	£0	n/a	0
31/07/04	£3,789	£3,210	£580	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.1%
Fundraising Costs/Total Spending: 4.3%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 11%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 22%
Reserves/Spending: 4.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.1

Asset Split ?

Listed activities

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

How it operates

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

Where it operates

Throughout London,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

106 employees

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

DCMS	£1,844,206
Mercer's Charitable Foundation	£60,000
Backstage Trust	£14,589
Foundation Scotland	£9,450

Specific Donations

Amount	When Months	To be used for
Woodward Charitable Trust - Towards the Music for Life Programme.
£3,000	28/03/2024	towards the Music for Life Programme.
Foundation Scotland - Grant to Wigmore Hall Trust
£2,200	01/12/2023	Donation from Anthony Davis Fund
Mercer's Charitable Foundation - Grant to Wigmore Hall Trust
£60,000	29/11/2023	Singing with Friends inclusive choir.
Foundation Scotland - Grant to Wigmore Hall Trust
£2,200	03/03/2023	Donation from Anthony Davis Fund
Backstage Trust - Programme Costs grant
£14,589	31/10/2022	Come and Create music programme for young people with autism
Woodward Charitable Trust - Community outreach work - Music for Life
£2,500	01/02/2022	Community outreach work - Music for Life
Foundation Scotland - Grant to Wigmore Hall Trust
£150	11/12/2021	For attention Isabel Harvey Kelly. Donation from Anthony Davis.
Foundation Scotland - Grant to Wigmore Hall Trust
£2,200	20/09/2021	Rubinstein Circle Donation from Anthony Davis
Foundation Scotland - Grant to Wigmore Hall Trust
£2,200	23/09/2020	Rubenstein donation Anthony Davis
DCMS - National portfolio organisation 2018 -2022
£344,206	01/04/2020	The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government and an estimated £860 million from the National Lottery to help deliver this vision.
DCMS - CRF application - Wigmore Hall
£1,000,000	01/04/2020	To support Arts and Culture throughout England
DCMS - Wigmore Hall CRF 2 application
£500,000	01/04/2020	To support Arts and Culture throughout England
Foundation Scotland - Grant to Wigmore Hall Trust
£500	18/03/2020	Support in the time of pestilence. From Anthony Davis.
Joseph Levy Foundation - Core funding contribution
£500	13/01/2020	To support the organisation which maintains and administers the Wigmore Hall and overseas its arts programme
The Foyle Foundation - Arts
£50,000	25/04/2019	towards Beethoven Festival - 2019/20 Season

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-76

ALAN LEIBOWITZ BSC MSC Appointed: 2017, Occupation: Director Of Companies

JUDITH ANNE DAVIES Appointed: 2019, Occupation: Literacy Advisor

MARK HAWTIN Appointed: 2006, Occupation: Fund Manager

STUART MASON Appointed: 2021, Occupation: Senior Vice President - Commercial, Revenue & Dist, Other trusteeship: LONDON STRING QUARTET FOUNDATION,

AUBREY JOHN ADAMS (Chair) Appointed: 2002, Occupation: Property, Other trusteeship: LONDON STRING QUARTET FOUNDATION,

DAME FELICITY LOTT, Occupation: Singer, Other trusteeship: LONDON STRING QUARTET FOUNDATION,

LADY JULIA BOYD Appointed: 2015, Occupation: Author, Other trusteeship: THE IMOGEN COOPER MUSIC TRUST,

Legal constitution

Charitable company registered in England & Wales on 11/08/1993, number: 1024838
Registered at Companies House on 09/10/1992, number: 02754525

Gift Aid

Registered with HMRC for Gift Aid

Event History

10/06/2022 - Asset transfer in from THE ANGLO-AUSTRIAN MUSIC SOCIETY LIMITED
06/12/2023 - Asset transfer in from THE WOND'ROUS MACHINE CHARITABLE INCORPORATED ORGANISATION

Policies in force

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

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE ANGLO-AUSTRIAN MUSIC SOCIETY LIMITED on 10/06/2022
Asset transfer in from THE WOND'ROUS MACHINE CHARITABLE INCORPORATED ORGANISATION on 06/12/2023

Main office

THE WIGMORE HALL TRUST
36 WIGMORE STREET
LONDON
W1U 2BP

Objectives

THE OBJECTS ARE FOR THE BENEFIT OF THE PUBLIC TO(A)MAINTAIN AND ADMINISTER THE WIGMORE HALL FOR PROMOTING KNOWLEDGE AND APPRECIATION OF THE ARTS AND IN PARTICULAR THE ART OF MUSIC AND;(B)TO PROMOTE NATIONALLY THE KNOWLEDGE AND APPRECIATION OF THE ARTS AND IN PARTICULAR THE ART OF MUSIC

Defined Area of Benefit:

NOT DEFINED

Data Sources