Finance Score: -2

Governance Score: 6

Support Score: 9

Good reserves management: +3
Multiple Deficits: -2
Fundraising costs high: -3

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

Grant maker support: +9

Overall GiG Score: 13

THE ENGLISH HERITAGE TRUST

The English Heritage Trust is responsible for the conservation and enhancement of the National Heritage Collection of more than 400 unique historic sites and monuments. Through this Collection, and the London Blue Plaques Scheme, English Heritage promotes public knowledge, enjoyment and education of our shared history and heritage.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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 age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending
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
31/03/23	£130,040	£141,178	£-11,138	£33,313	£64,440	£55,710	4.7	2,363	4,686
31/03/22	£115,914	£125,651	£-9,737	£26,943	£75,578	£58,456	5.6	2,117	3,600
31/03/21	£99,767	£96,214	£3,553	£16,624	£85,185	£60,546	7.6	1,264	3,200
31/03/20	£126,261	£121,337	£4,924	£26,062	£81,632	£52,414	5.2	1,273	3,390
31/03/19	£120,573	£112,033	£8,540	£23,548	£77,100	£43,009	4.6	1,191	3,669
31/03/18	£115,911	£114,735	£1,176	£23,355	£68,113	£24,823	2.6	2,177	0
31/03/17	£102,995	£109,210	£-6,215	£21,390	£66,246	£10,331	1.1	1,109	0
31/03/16	£95,411	£100,259	£-4,848	£19,138	£72,307	£277	0	1,165	0
31/03/15	£81,367	£1,130	£80,237	£206	£82,466	£977	10.4	3	0
31/03/14	£1,476	£2,507	£-1,031	£267	£2,229	£640	3.1	0	0
31/03/13	£3,406	£703	£2,703	£203	£3,260	£815	13.9	0	0
31/03/12	£702	£145	£557	£130	£557	£513	42.5	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 34.1%
Fundraising Costs/Total Spending: 23.6%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 52%
Liabilities/Income: 55%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 4.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4

Asset Split ?

Established: 13 years

www.english-heritage.org.uk

charityinfo@english-heritage.org.uk

07920467844

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

Other charitable activities

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who works here?

2,363 employees
4,686 volunteers

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	£3,012,862
National Lottery Heritage Fund	£656,430
Wolfson Foundation	£150,000
The Pilgrim Trust	£10,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to English Heritage
£0	06/12/2023	Grant of £45,000 towards Jan Wijnants' Landscape with hawkers and sportsmen (1659) at Brodsworth Hall and Gardens, Doncaster. (WF contributing towards total Art Fund grant of £150,000.) Grant paid ....more Grant of £45,000 towards Jan Wijnants' Landscape with hawkers and sportsmen (1659) at Brodsworth Hall and Gardens, Doncaster. (WF contributing towards total Art Fund grant of £150,000.) Grant paid via Art Fund (23471).
The Pilgrim Trust - Grant to The English Heritage Trust
£10,000	04/10/2023	Conserving Kenwood Bath House - cleaning and repairing the Bath House at Kenwood.
National Lottery Heritage Fund - Grant to The English Heritage Trust
£216,581	25/01/2022	Grime's Graves - Digging Deeper
National Lottery Heritage Fund - Grant to The English Heritage Trust
£239,849	20/01/2022	Hadrian's Wall 1900 Festival
Wolfson Foundation - Grant to English Heritage
£150,000	11/06/2020	Restoration and interpretation of Belsay Castle
DCMS - ALB-English Heritage Trust
£2,922,480	01/04/2020	The English Heritage Trust cares for the National Heritage Collection - over 400 historic buildings and monuments dating from the early Neolithic through to the 20th Century, including some of the ....more The English Heritage Trust cares for the National Heritage Collection - over 400 historic buildings and monuments dating from the early Neolithic through to the 20th Century, including some of the most significant and iconic historic buildings and ancient monuments in England. The majority are either Scheduled Monuments or Grade I Listed Buildings and the collection also includes attributes of seven World Heritage Sites (Stonehenge and Avebury, Ironbridge, Canterbury Cathedral & St Augustines Abbey, Hadrians Wall, the Lake District, Maritime Greenwich, Fountains Abbey & Studley Royal). The grant application covered repairs and conservation work on over sixty sites in the care of EHT
DCMS - SHOUT OUT LOUD: giving young people a voice in heritage
£51,647	31/03/2020	SHOUT OUT LOUD: giving young people a voice in heritage
DCMS - SHOUT OUT LOUD: giving young people a voice in heritage
£38,735	31/03/2020	SHOUT OUT LOUD: giving young people a voice in heritage
National Lottery Heritage Fund - Grant to English Heritage
£200,000	04/03/2020	Richborough Roman Fort - Gateway to Britannia
The Foyle Foundation - Learning (MGS)
£150,000	25/04/2019	to support the refurbishment of the Coach House at Belsay Castle gardens and its conversion into a family and learning hub
National Lottery Heritage Fund - Grant to English Heritage
£69,500	20/12/2018	Forging a strong partnership and sustainable future for Berwick Barracks
National Lottery Heritage Fund - Grant to English Heritage
£61,300	09/10/2018	J W Evans - The Jewel of the Jewellery Quarter
National Lottery Heritage Fund - Grant to English Heritage
£10,000	28/03/2018	Poppies – the Weeping Window at Carlisle Castle: Engaging the Community Carlisle’s WW1 Stories
National Lottery Heritage Fund - Grant to English Heritage
£3,577,600	12/12/2017	Belsay Awakes
National Lottery Heritage Fund - Grant to English Heritage
£1,149,500	28/06/2017	SHOUT OUT LOUD: giving young people a voice in heritage
National Lottery Heritage Fund - Grant to English Heritage
£1,100,000	20/03/2017	The Once and Future Fund: Safeguarding the Future of Free Sites in the National Heritage Collection
Wolfson Foundation - Grant to English Heritage
£50,000	08/12/2016	Restoration of the garden at Mount Grace Priory, Yorkshire
National Lottery Heritage Fund - Grant to English Heritage
£1,463,800	07/12/2016	Rediscovering Walmer Pleasure Grounds
National Lottery Heritage Fund - Grant to English Heritage
£4,996,000	28/06/2016	Marble Hill Revived
National Lottery Heritage Fund - Grant to English Heritage
£391,300	26/11/2014	Richmond Castle Cells: Voices of Rebellion

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Age Range of Trustees: 45-67

DR CHRIS MICHAELS Appointed: 2023, Occupation: Consultant

KUNLE OLULODE MBE Appointed: 2018

TANVI GOKHALE Appointed: 2021, Occupation: Director

AMANDA ELIZABETH BROMLEY Appointed: 2021, Occupation: Chief Executive

KAY BOYCOTT Appointed: 2022, Occupation: Company Director

PETER RICHARD LINEY Appointed: 2023, Occupation: Chairman And Non Executive Board Director

PROF. WILLIAM HADDEN WHYTE FSAFRHISTS Appointed: 2023

THE HON. SEBASTIAN RICHARD EDWARD CUTHBERT JAMES Appointed: 2023, Occupation: Senior Vice President And Managing Director

TONY CATES Appointed: 2023, Occupation: Company Director

GERARD LEMOS CMG CBE (Chair) Appointed: 2023, Occupation: Researcher

SIR JONATHAN MARK MARSDEN Appointed: 2023, Occupation: Independent Scholar, Other trusteeship: SIR JOHN ST BARBE FOUNDATION,

SUSAN WILKINSON Appointed: 2020, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 10/02/2011, number: 1140351
Registered at Companies House on 22/11/2010, number: 07447221

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: ELIZABETH WAGLAND FUND
21/08/2015 - Asset transfer in from FRIENDS OF RANGER'S HOUSE
24/01/2024 - Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST

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
Volunteer management

Filing Record

12 returns made; all on time

Recent reorganisation events:

Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST on 24/01/2024

Main office

English Heritage
6th Floor
100 Wood Street
LONDON
EC2V 7AN

Objectives

1) TO PROMOTE THE CONSERVATION OF THE HBMCE HERITAGE ASSETS AND THE HBMCE COLLECTIONS, AND THEIR ENHANCEMENT FOR THE PUBLIC BENEFIT, INCLUDING BY THE PROVISION OF ADVICE, ASSISTANCE AND SERVICES TO HBMCE;2) TO PROMOTE THE CONSERVATION OF HERITAGE ASSETS BY SUPPORT AND ASSISTANCE TO HBMCE IN MAKING ADDITIONS TO THE HBMCE HERITAGE ASSETS AND THE HBMCE COLLECTIONS;3) TO PROMOTE THE PUBLIC KNOWLEDGE AND ENJOYMENT OF THE HBMCE HERITAGE ASSETS AND THE HBMCE COLLECTIONS, INCLUDING THROUGH THE PROVISION OF INFORMATION AND OTHER SERVICES AND FACILITIES FOR VISITORS AND MEMBERS OF THE PUBLIC;4) TO ADVANCE EDUCATION BY PROMOTING PUBLIC APPRECIATION OF THE HISTORY OF AND ENCOURAGING FURTHER STUDY OR ENQUIRY INTO BUILDINGS, LANDMARKS, PEOPLE OR EVENTS OF HISTORICAL, ARTISTIC, SCIENTIFIC OR RELIGIOUS SIGNIFICANCE THROUGH THE OPERATION AND SUPPORT OF THE BLUE PLAQUE SCHEME; AND5) TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES INCIDENTAL TO THE ABOVE OBJECTS AS THE TRUSTEES SEE FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources