Finance Score: 0

Governance Score: 9

Support Score: 8

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

Large volunteers +3
Overall weighted support: +5

Overall GiG Score: 17

THE HERITAGE ALLIANCE

The Heritage Alliance brings together over 200 independent organisations concerned with heritage in England, sharing their vast resource of specialised expertise for public benefit. The Alliance demonstrates, through advocacy, how heritage brings economic, social and environmental benefit, and highlights the huge contribution to national wellbeing made by the voluntary heritage bodies.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£713	£638	£75	£0	£370	£337	6.3	12	239
31/03/22		£951	£887	£64	£0	£295	£269	3.6	12	291
31/03/21		£674	£682	£-9	£0	£231	£221	3.9	11	273
31/03/20		£392	£325	£67	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£272	£231	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£316	£331	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£423	£373	£49	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£317	£319	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£305	£293	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£154	£163	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£307	£318	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£362	£446	£-84	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£419	£313	£106	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£181	£183	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£148	£134	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£134	£128	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£120	£129	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£79	£67	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£73	£55	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£36	£27	£10	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 25%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 6.3 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.8

Asset Split ?

Balance Sheet History

Established: 22 years

www.theheritagealliance.org.uk

comms@theheritagealliance.org.uk

07714795575

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes grants to organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports 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
National Lottery Heritage Fund - Grant to The Heritage Alliance
£24,986	22/12/2022	Explore: The Heritage Alliance
DCMS - Digital 5 Heritage Digital Digital Questions
£9,454	18/03/2021	The Heritage Digital consortium wants to enhance their existing UK wide training programme through answering the sectors most pressing digital questions. As the sector emerges from the pandemic, ....more The Heritage Digital consortium wants to enhance their existing UK wide training programme through answering the sectors most pressing digital questions. As the sector emerges from the pandemic, these resources will provide responsive and tailored solutions for small-medium heritage organisations to engage confidently digitally to improve their efficiency, grow support and be equipped for the future.
National Lottery Heritage Fund - Grant to The Heritage Alliance
£104,000	17/03/2021	#Digital5 HeritageDigital - Digital Questions
DCMS - ALB-Historic England-National Capacity Building: The Heritage Alliance
£62,985	01/04/2020	The Heritage Alliance is the coordinated voice for the independent heritage sector in England. The Alliance must continue to use its limited resources to deliver with increasing impact, enhanced by ....more The Heritage Alliance is the coordinated voice for the independent heritage sector in England. The Alliance must continue to use its limited resources to deliver with increasing impact, enhanced by significant volunteer support equivalent to £185,000 this year alone. Our work is demand-led and member focussed as demonstrated by our growing membership and engagement with our information and capacity building services.
DCMS - ALB-Historic England-National Capacity Building: Historic Environment Forum: new operational model 2020-2023
£70,658	01/04/2020	This proposal sets out a new model for effective collaboration in the historic environment sector in England. It defines a method of operation for an Historic Environment Forum (HEF) and associated ....more This proposal sets out a new model for effective collaboration in the historic environment sector in England. It defines a method of operation for an Historic Environment Forum (HEF) and associated task groups that brings together and builds on the strengths of the current HEF and Heritage 2020 programme. The new model clarifies responsibility, accountability and outputs for each component of its structure.
DCMS - ALB-Historic England-Supporting Collaboration in the Historic Environment Sector in England
£20,228	01/04/2020	The project builds upon the first phase of Project 7246 that ran from April 2016 to September 2018. The project enables The Heritage Alliance (THA) to provide a dedicated secretariat for the core HEF ....more The project builds upon the first phase of Project 7246 that ran from April 2016 to September 2018. The project enables The Heritage Alliance (THA) to provide a dedicated secretariat for the core HEF (Historic Environment Forum) and provide secretariat and project management functions to support the operation and communication of the work of the five cross-sector Working Groups that underpin Heritage 2020, as well as the Heritage 2020 Sub-Committee of HEF.
National Lottery Heritage Fund - Grant to The Heritage Alliance
£752,200	23/03/2020	Business Support England: Heritage Horizons
National Lottery Heritage Fund - Grant to The Heritage Alliance
£249,100	11/12/2019	#Digital2 Heritage Digital
DCMS - ALB-Historic England-Supporting Collaboration in the Historic Environment Sector in England
£50,000	01/04/2019	The project builds upon the first phase of Project 7246 that ran from April 2016 to September 2018. The project enables The Heritage Alliance (THA) to provide a dedicated secretariat for the core HEF ....more The project builds upon the first phase of Project 7246 that ran from April 2016 to September 2018. The project enables The Heritage Alliance (THA) to provide a dedicated secretariat for the core HEF (Historic Environment Forum) and provide secretariat and project management functions to support the operation and communication of the work of the five cross-sector Working Groups that underpin Heritage 2020, as well as the Heritage 2020 Sub-Committee of HEF.
DCMS - ALB-Historic England-National Capacity Building: Historic Environment Forum: new operational model 2020-2023
£35,870	01/04/2019	This proposal sets out a new model for effective collaboration in the historic environment sector in England. It defines a method of operation for an Historic Environment Forum (HEF) and associated ....more This proposal sets out a new model for effective collaboration in the historic environment sector in England. It defines a method of operation for an Historic Environment Forum (HEF) and associated task groups that brings together and builds on the strengths of the current HEF and Heritage 2020 programme. The new model clarifies responsibility, accountability and outputs for each component of its structure.
DCMS - ALB-Historic England-Essential Support for Operational Activities(Core Costs)- Heritage Alliance
£61,750	01/04/2019	To maintain the Heritage Alliance as key voice, communicator, and co-ordinator for the independent Heritage Sector. The Alliance must continue to use its limited resources to deliver with increasing ....more To maintain the Heritage Alliance as key voice, communicator, and co-ordinator for the independent Heritage Sector. The Alliance must continue to use its limited resources to deliver with increasing impact, enhanced by significant volunteer support. The Grant years will be crucial to the creation of an increasingly resilient operating model.
National Lottery Heritage Fund - Grant to The Heritage Alliance
£168,200	29/03/2019	Building Capacity, Community and Skills: A Resilient Heritage Alliance
DCMS - ALB-Historic England-Supporting Collaboration in the Historic Environment Sector in England
£85,801	01/04/2018	The project builds upon the first phase of Project 7246 that ran from April 2016 to September 2018. The project enables The Heritage Alliance (THA) to provide a dedicated secretariat for the core HEF ....more The project builds upon the first phase of Project 7246 that ran from April 2016 to September 2018. The project enables The Heritage Alliance (THA) to provide a dedicated secretariat for the core HEF (Historic Environment Forum) and provide secretariat and project management functions to support the operation and communication of the work of the five cross-sector Working Groups that underpin Heritage 2020, as well as the Heritage 2020 Sub-Committee of HEF.
DCMS - ALB-HistoricEngland-Essential Support for Operational Activities(Core Costs)- Heritage Alliance
£43,645	01/04/2018	To maintain the Heritage Alliance as key voice, communicator, and co-ordinator for the independent Heritage Sector. The Alliance must continue to use its limited resources to deliver with increasing ....more To maintain the Heritage Alliance as key voice, communicator, and co-ordinator for the independent Heritage Sector. The Alliance must continue to use its limited resources to deliver with increasing impact, enhanced by significant volunteer support. The Grant years will be crucial to the creation of an increasingly resilient operating model.
DCMS - ALB-Historic England-Supporting Collaboration in the Historic Environment Sector in England
£60,000	01/04/2017	Support for two grant-aided posts to be funded through Heritage Alliance as part of the sector wide Heritage 2020 and link to Historic England
DCMS - National Capacity Building Grants
£61,750	21/03/2017	Enable the secretariat to help maintain sector capacity and support independent heritage organisations to avoid risk to the historic environment.Sustain the coordination of independent heritage ....more Enable the secretariat to help maintain sector capacity and support independent heritage organisations to avoid risk to the historic environment.Sustain the coordination of independent heritage bodies more effectively, working with and complementing the activities of key partners.
National Lottery Heritage Fund - Grant to The Heritage Alliance
£749,700	21/05/2013	Giving to Heritage

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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: 33-73

ALICE PURKISS Appointed: 2022, Occupation: National Trust Partnership Lead

CAROLE LESLEY SOUTER CBE Appointed: 2024, Occupation: College Master

DANIEL EILOART Appointed: 2023, Occupation: Finance Director

DEEPIKA KANTHAVARA MADHAVA Appointed: 2024, Occupation: Architect

DR CHANDAN MAHAL Appointed: 2023, Occupation: Learning And Partnership Manager

DR INGRID SAMUEL Appointed: 2015, Occupation: Heritage Professional

JAN WILLS Appointed: 2017, Occupation: Archaeologist

JAMES PROBERT Appointed: 2021, Occupation: Director Of Development

KATE STREETER Appointed: 2021, Occupation: Heritage Professional

PETER AIERS Appointed: 2018, Occupation: Ceo The Churches Conservation Trust

REAR ADMIRAL ROY CLARE CBE DL Appointed: 2018

STEPHEN MICHAEL OATES Appointed: 2023, Occupation: Marketing Advisor

Legal constitution

Charitable company registered in England & Wales on 27/11/2002, number: 1094793
Registered at Companies House on 30/10/2002, number: 04577804

Gift Aid

NOT registered with HMRC for Gift Aid

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 0 days late, AR05: 2 days late,

Main office

The Guild Church of St Martin Within Ludgate
Ludgate Hill
London
EC4M 7DE

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE:1. FOR THE BENEFIT OF THE PUBLIC.(A) TO IMPROVE THE EFFICIENT AND EFFECTIVE FULFILMENT BY HERITAGE CHARITIES (AS DEFINED IN THE ARTICLES OF ASSOCIATION) OF THEIR OBJECTS; AND(B) TO PROMOTE THE EFFICIENT APPLICATION OF RESOURCES FOR CHARITABLE PURPOSES BY NON-CHARITABLE INSTITUTIONS AND ORGANISATIONS ESPECIALLY THOSE ESTABLISHED FOR PURPOSES CONCERNED WITH THE PROTECTION, PRESERVATION, IMPROVEMENT, ENHANCEMENT AND / OR REVITALISATION OF THE HISTORIC ENVIRONMENT (AS DEFINED IN THE ARTICLES OF ASSOCIATION); AND2 THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC:(A) IN RELATION TO THE HISTORICAL AND / OR ARCHITECTURAL SIGNIFICANCE OF BUILDINGS AND / OR SITES; AND(B) BY PROMOTING AND ENCOURAGING PUBLIC ACCESS TO, STUDY AND APPRECIATION OF, THE HISTORIC ENVIRONMENT.

Defined Area of Benefit:

NOT DEFINED