Finance Score: 0

Governance Score: 6

Support Score: 9

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 15

INSTITUTE OF CONSERVATION

Icon promotes the long term preservation and conservation of cultural heritage; advances knowledge, education, training and research in conservation; raises awareness of the importance of caring for heritage; and represents the public interest and the conservation community on issues of concern across the wide range of heritage conservation sectors and disciplines.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several 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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 15 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Established: 19 years

www.icon.org.uk

governance@icon.org.uk

02031426784

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	Volun- teers
31/03/23		£696	£741	£-45	£0	£333	£228	3.7	8	475
31/03/22		£782	£738	£44	£0	£378	£279	4.5	8	475
31/03/21		£763	£730	£33	£0	£334	£196	3.2	10	475
31/03/20		£982	£1,030	£-48	£0	£301	£140	1.6	10	475
31/03/19		£851	£914	£-63	£0	£349	£172	2.3	11	475
31/03/18		£785	£754	£31	£0	£412	£225	3.6	7	0
31/03/17		£780	£800	£-20	£0	£381	£225	3.4	9	0
31/03/16		£900	£948	£-48	£0	£401	£226	2.9	7	0
31/03/15		£972	£1,043	£-71	£48	£455	£231	2.7	8	0
31/03/14		£1,141	£1,062	£79	£37	£526	£271	3.1	8	0
31/03/13		£957	£902	£55	£39	£447	£208	2.8	7	0
31/03/12		£952	£980	£-28	£44	£392	£131	1.6	8	0
31/03/11		£924	£1,001	£-77	£39	£420	£119	1.4	8	0
31/03/10		£866	£827	£40	£49	£497	£269	3.9	8	0
31/03/09		£837	£701	£136	£43	£457	£181	3.1	6	0
31/03/08		£759	£1,008	£-249	£43	£321	£69	0.8	8	0
31/03/07		£1,267	£1,013	£254	£45	£570	£143	1.7	9	0
31/03/06	*	£899	£584	£316	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 31%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 3.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2

Asset Split ?

What it does

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

Who works here?

8 employees
475 volunteers

Who it helps

Other Defined Groups
The General Public/Mankind

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

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	£99,400
National Lottery Heritage Fund	£25,000
The Pilgrim Trust	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Institute of Conservation
£25,000	20/12/2022	Explore: Institute of Conservation
DCMS - CRF20 Institute of Conservation
£99,400	14/10/2020	Culture Recovery Fund for Heritage 2020-21
The Pilgrim Trust - Grant to Icon
£10,000	19/09/2019 7	Conservation Register - Redevelopment of Icon’s online directory of accredited conservator-restorers and production of new supporting materials
DCMS - ALB-Historic England-Sustainable Workforce Research Model
£11,492	01/04/2019	The Institute of Conservation and Chartered Institute for Archaeologists are delighted to be partnering on a Historic England funded project to develop a sustainable toolkit for collecting, analysing ....more The Institute of Conservation and Chartered Institute for Archaeologists are delighted to be partnering on a Historic England funded project to develop a sustainable toolkit for collecting, analysing and presenting labour market intelligence (LMI) on the heritage workforce. The toolkit will comprise an accessible methodology and survey template that can be used by all professional bodies and organisations wishing to survey the heritage workforce. This will encourage a common approach to undertaking research and result in consistent and comparable results on different subsectors of heritage, facilitating a broader overview of developments.The project will enable the ongoing collection, analysis and presentation of data on workforce size, composition, skills and trends in employment and education. Such research is needed to inform measures to ensure the workforce is equipped with the right skills and experience to investigate, manage and maintain the nations heritage and so that the workforce fully reflects the society that it aims to benefit.
The Clothworkers Foundation - Grant to ICON
£25,000	03/10/2018	to offer bursaries to conservation professionals whose financial circumstances would otherwise prevent them from doing so to attend the next ICON Conference in 2019.
DCMS - ALB-Historic England-Sustainable Workforce Research Model
£7,500	01/04/2018	The Institute of Conservation and Chartered Institute for Archaeologists are delighted to be partnering on a Historic England funded project to develop a sustainable toolkit for collecting, analysing ....more The Institute of Conservation and Chartered Institute for Archaeologists are delighted to be partnering on a Historic England funded project to develop a sustainable toolkit for collecting, analysing and presenting labour market intelligence (LMI) on the heritage workforce. The toolkit will comprise an accessible methodology and survey template that can be used by all professional bodies and organisations wishing to survey the heritage workforce. This will encourage a common approach to undertaking research and result in consistent and comparable results on different subsectors of heritage, facilitating a broader overview of developments.The project will enable the ongoing collection, analysis and presentation of data on workforce size, composition, skills and trends in employment and education. Such research is needed to inform measures to ensure the workforce is equipped with the right skills and experience to investigate, manage and maintain the nations heritage and so that the workforce fully reflects the society that it aims to benefit.
The Pilgrim Trust - Grant to Institute of Conservation
£9,800	14/02/2018 8	Stakeholder consultation on Icon's advocacy for Icon Accreditation and Professional Standards
Esmee Fairbairn - Grant to The Institute of Conservation
£30,000	17/07/2013	Towards core costs during the implementation of the National Conservation Education and Skills Strategy.
Esmee Fairbairn - Grant to The Institute of Conservation
£30,000	05/05/2011	Towards core staffing costs.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-73

ANITA DONALD Appointed: 2022, Occupation: Professor Of Heritage Science (History Of Art)

CHARLES WILLIAM MORSE Appointed: 2022, Occupation: Fundraiser And Archaeologist

CLAIRE ELISABETH FRY Appointed: 2019, Occupation: Conservator

DAVID ORR Appointed: 2023, Occupation: Castle And Collections Manager

DIANA DAVIS Appointed: 2021, Occupation: Head Of Conservation

EMMA RACHAEL CHAPLIN (Chair) Appointed: 2023, Occupation: Museum And Heritage Consultant

JAMES PATRICK TIMOTHY MURPHY Appointed: 2019, Occupation: Marketing Consultant

LOUISE GEORGINA DAVISON Appointed: 2021, Occupation: Art Conservator

MARIA JORDAN Appointed: 2023, Occupation: Retired

MARK ROSS Appointed: 2022, Occupation: Consultant

MICHELLE ANNE STODDART Appointed: 2021, Occupation: Head Of Conservation & Collections Care

MICHELLE RHEESTON Appointed: 2022, Occupation: Paintings Conservator

NICOLAS BOYES Appointed: 2022, Occupation: Consultant Conservator

REBECCA SOPHIE WICHMANN ROWE Appointed: 2018, Occupation: Conservator

RICHARD ALFRED REGINALD BRUCE Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 02/03/2005, number: 1108380
Registered at Companies House on 09/08/2004, number: 05201058

Gift Aid

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
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

18 returns made; AR06: 9 days late,

Main office

106-109 Saffron Hill
London
EC1N 8QS

Objectives

1) TO ADVANCE THE EDUCATION OF THE PUBLIC BY RESEARCH INTO AND THE PROMOTION OF THE CONSERVATION OF ITEMS AND COLLECTIONS OF ITEMS OF CULTURAL, AESTHETIC, HISTORIC AND SCIENTIFIC VALUE.2) TO PRESERVE AND CONSERVE ITEMS AND COLLECTIONS OF ITEMS OF CULTURAL, AESTHETIC, HISTORIC AND SCIENTIFIC VALUE.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources