Finance Score: -7

Governance Score: -1

Support Score: 5

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs high: -5

Mainly male board: -1

Grant maker support: +5

Overall GiG Score: -3

HISTORIC HOUSES FOUNDATION

Grant making trust with the objects of:to advance the preservation for the public benefit of buildings of sufficient historic or architectural significance or importance to merit preservation together with their gardens and grounds and:to protect and augment the amenities and furnishings of any such buildings , gardens and grounds.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £15,528,404 available, equivalent to 298 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

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
30/06/23		£3,115	£625	£2,490	£2	£16,741	£15,528	298.2	1	0
30/06/22	*	£3,662	£2,838	£824	£0	£14,215	£12,672	53.6	1	0
30/06/21		£5,111	£3,517	£1,594	£0	£14,760	£13,166	44.9	1	0
30/06/20		£326	£803	£-478	n/a	n/a	n/a	n/a	n/a	0
30/06/19		£307	£794	£-487	n/a	n/a	n/a	n/a	n/a	1
30/06/18		£246	£620	£-374	£0	£0	£0	n/a	0	0
30/06/17		£320	£691	£-370	£0	£0	£0	n/a	0	0
30/06/16		£307	£1,028	£-720	£0	£0	£0	n/a	0	0
30/06/15		£331	£1,208	£-877	£0	£0	£0	n/a	0	0
30/06/14		£362	£756	£-394	£0	£0	£0	n/a	0	0
30/06/13		£335	£982	£-647	£0	£0	£0	n/a	0	0
30/06/12		£397	£1,038	£-641	£0	£0	£0	n/a	0	0
30/06/11		£412	£658	£-246	£0	£0	£0	n/a	0	0
30/06/10		£394	£1,190	£-796	£0	£0	£0	n/a	0	0
30/06/09		£407	£552	£-145	£0	£0	£0	n/a	0	0
30/06/08		£1,415	£240	£1,175	£8	£14,378	£14,378	720.1	1	0
30/06/07		£4,125	£232	£3,893	£13	£14,331	£14,331	742.1	0	0
30/06/06		£10,239	£20	£10,219	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: INF%
Fundraising Costs/Total Spending: 8.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 298.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.6

Asset Split ?

Established: 19 years

www.historichousesfoundation.org.uk

info@historichousesfoundation.org.uk

08454024102

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

1 employee

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
Rothschild Foundation - Grant to Historic Houses Foundation
£25,000	27/07/2021	Historic Houses Foundation: Provides Grants for the preservation of historic country houses and their associated buildings in England and Wales.
DCMS - Historic Houses Foundation Portfolio of Grants for Programmes of Major Works
£2,272,992	01/04/2021	Repairs to 15 sites Browsholme Hall, Everingham Hall - The Chapel of St. Mary & St. Everilda, Haddon Hall, Hedingham Castle, Holkham Walled Garden; SE and SW Sunken Pit Houses. Jane Austens ....more Repairs to 15 sites Browsholme Hall, Everingham Hall - The Chapel of St. Mary & St. Everilda, Haddon Hall, Hedingham Castle, Holkham Walled Garden; SE and SW Sunken Pit Houses. Jane Austens House, Levens Hall, Longleat, Moggerhanger Park, Muncaster Castle, Raby Castle, Scampston Hall and Walled Garden and Woodchester Mansion.
DCMS - ALB-Historic England-Historic Houses Foundation (HHF)
£2,837,851	01/04/2020	21 projects have been shortlisted for inclusion, as listed in Annex 3a and 3b. Six of these projects have been selected on the basis of applications already approved by the Historic Houses ....more 21 projects have been shortlisted for inclusion, as listed in Annex 3a and 3b. Six of these projects have been selected on the basis of applications already approved by the Historic Houses Foundation, four have applications under consideration (section 3.2), and seven (Eastnor, Woodchester, Sulgrave, Wick Court, Hedingham, Newby and Holkham) have been past recipients of HHF grants.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 58-83

AMICIA DE MOUBRAY Appointed: 2023, Other trusteeship: ST BARTHOLOMEW'S HERITAGE,

MATTHEW RICE Appointed: 2022, Occupation: Artist

SIR JOHN CHRISTOPHER PARSONS KCVO

JEREMY MUSSON Appointed: 2014, Occupation: Writer & Consultant, Other trusteeship: THE HALL BEQUEST,

MARY ELIZABETH KING Appointed: 2009, Occupation: Architect

NICHOLAS CHARLES FAITHORN BARBER Appointed: 2005, Occupation: Company Director

NORMAN WILLIAM HUDSON OBE (Chair), Occupation: Heritage Prop.Consultant

OLIVER PEARCEY Appointed: 2005, Occupation: Heritage Consultant, Other trusteeships: WEST LONDON HOSPITALS HOLIDAY DIALYSIS TRUST, WEST LONDON KIDNEY PATIENTS ASSOCIATION,

RICHARD CLEPHANE COMPTON Appointed: 2019, Occupation: Landowner, Other trusteeship: THE NEWBY HALL CHARITABLE TRUST,

SIR ANDREW JARDINE Appointed: 2015, Occupation: Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 25/08/2005, number: 1111049
Registered at Companies House on 22/04/2005, number: 05433717

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
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

Filing Record

18 returns made; AR22: 30 days late,

Recent reorganisation events:

Asset transfer in from HERITAGE CONSERVATION TRUST on 03/09/2019

Main office

SHEEPHOUSE FARM
ULEY ROAD
DURSLEY
GLOUCESTERSHIRE
GL11 5AD

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE:(A) TO ADVANCE THE PRESERVATION, FOR THE PUBLIC BENEFIT, OF BUILDINGS OF SUFFICIENT HISTORIC OR ARCHITECTURAL SIGNIFICANCE OR IMPORTANCE TO MERIT PRESERVATION TOGETHER WITH THEIR GARDENS AND GROUNDS; AND(B) TO PROTECT AND AUGMENT THE AMENITIES AND FURNISHINGS OF ANY SUCH BUILDINGS, GARDENS AND GROUNDS.

Defined Area of Benefit:

NATIONAL

Data Sources