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home >> charity search >> the historic england foundation
Finance Score: -5
Governance Score: 4
Support Score: 6
  • Multiple Deficits and declines: -5
  • No PartB
  • No conflicts policy: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • Overall weighted support: +6
Overall GiG Score: 5 ?

THE HISTORIC ENGLAND FOUNDATION

The charity distributes grants to other bodies who operate in line with the charity's objects which are to promote the conservation, protection and improvement of heritage assets situated in England and to advance education by promoting research into, and furthering the public's knowledge and enjoyment of, heritage assets situated in England and their conservation.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board is predominantly male
  • Over half the Board have joined recently

Financial issues to consider:

  • Income has been volatile and on several occasions in recent years less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data
Find similar charities within: miles

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
31/03/24£410£451£-41n/an/an/an/an/an/a
31/03/23£1,624£1,728£-104£16£247£750.500
31/03/22£494£575£-81n/an/an/an/an/an/a
31/03/21£303£362£-59n/an/an/an/an/an/a
31/03/20£613£508£105£12£491£60.100
Download accounts
Highest pay bracket: less than £60,000
Balance Sheet History
Established: 7 years

https://historicenglandfoundation.org.uk/

info@historicenglandfoundation.org.uk

02079733000

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Makes grants to organisations
Where it operates
  • Throughout England,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months		 To be used for
Mercer's Charitable Foundation - Grant to The Historic England Foundation
£92,123 20/06/2023
Supporting Historic England's Early Careers programme for underrepresented young people entering the Heritage sector.
Wolfson Foundation - Grant to Historic England
£150,000 11/06/2020
X-radiography equipment at Fort Cumberland, Portsmouth

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 38-59
  • FABIAN RICHTER (Chair) Appointed: 2019, Occupation: Co-Founder At Distributor Due Diligence Ltd
  • PURNIMA MOOKERJEE Appointed: 2024, Occupation: Managing Director
  • SAMUEL SWIRE Appointed: 2022, Occupation: Company Director
  • SATWINDER SINGH Appointed: 2022, Occupation: Director
  • WILLIAM STRATTON-MORRIS Appointed: 2024, Occupation: Senior Corporate Executive
Legal constitution
  • Charitable company registered in England & Wales on 14/05/2018, number: 1178368
  • Registered at Companies House on 16/01/2017, number: 10564101
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
There are no Policies registered with the Charities Commission
Filing Record
5 returns made; all on time
Main office

The Engine House
Fire Fly Avenue
SWINDON
Wiltshire
SN2 2EH

Objectives

4.1 THE OBJECTS OF THE CHARITY ARE, FOR THE BENEFIT OF THE PUBLIC:4.1.1 TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF HERITAGE ASSETS SITUATED IN ENGLAND;4.1.2 TO ADVANCE EDUCATION BY PROMOTING RESEARCH INTO, AND FURTHERING THE PUBLIC’S KNOWLEDGE AND ENJOYMENT OF, HERITAGE ASSETS SITUATED IN ENGLAND AND THEIR CONSERVATION,IN PARTICULAR BUT NOT EXCLUSIVELY WITHOUT LIMITATION BY SUPPORTING THE WORK OF HBMCE; AND4.1.3 TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES INCIDENTAL TO THE ABOVE OBJECTS AS THE TRUSTEES SEE FIT.

Data Sources

Charity Commission for England and Wales
360 Giving

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