Finance Score: 0

Governance Score: 8

Support Score: 8

Volatile income: -3
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 16

THE ARCHITECTURAL HERITAGE FUND

To promote the permanent preservation for the benefit of the public, buildings monuments or other edifices or structures in the UK. To protect and conserve the character and heritage of the cities towns and villages in and around which such buildings monuments or other edifices of structures exist. To advance public education of and interest in the conservation of the UK's built heritage.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Income has been volatile recently

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		£4,139	£4,217	£-78	£6	£17,326	£2,170	6.2	21	0
31/03/22		£7,086	£6,857	£229	£5	£17,621	£2,070	3.6	20	0
31/03/21		£8,824	£8,443	£381	£6	£17,297	£2,027	2.9	19	0
31/03/20		£7,948	£5,897	£2,051	£12	£15,583	£1,882	3.8	15	0
31/03/19		£2,546	£3,024	£-478	£7	£13,739	£1,930	7.7	9	3
31/03/18		£2,804	£2,898	£-94	£7	£14,128	£2,286	9.5	8	0
31/03/17		£1,891	£1,819	£72	£13	£14,104	£2,343	15.5	5	0
31/03/16		£903	£977	£-73	£15	£14,023	£2,290	28.1	5	0
31/03/15		£866	£1,512	£-647	£77	£13,092	£2,432	19.3	6	0
31/03/14		£1,027	£1,669	£-642	£63	£13,047	£2,687	19.3	6	0
31/03/13	*	£920	£3,076	£-2,157	£61	£13,639	£2,833	11.1	6	0
31/03/12		£4,151	£1,268	£2,883	£62	£15,796	£3,091	29.3	6	0
31/03/11		£891	£1,014	£-123	£56	£12,963	£1,801	21.3	6	0
31/03/10	*	£776	£916	£-140	£55	£13,086	£1,906	25	6	0
31/03/09		£1,027	£1,267	£-239	£54	£13,226	£2,047	19.4	7	0
31/03/08		£1,228	£1,342	£-114	£44	£13,466	£2,286	20.4	7	0
31/03/07		£809	£814	£-5	£45	£13,579	£2,615	38.6	7	0
31/03/06		£1,394	£892	£502	£0	£0	£0	n/a	0	0
31/03/05		£886	£996	£-110	£0	£0	£0	n/a	0	0
31/03/04		£838	£936	£-98	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.2%
Fundraising Costs/Total Spending: 0.9%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 23%
Liabilities/Income: 125%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1

Asset Split ?

Established: 50 years

www.ahfund.org.uk

fiona.hollands@ahfund.org.uk

02079250199

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides other finance

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

21 employees

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

National Lottery Heritage Fund	£4,999,143
DCMS	£2,130,000
Garfield Weston Foundation	£175,000
The Pilgrim Trust	£145,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Architectural Heritage Fund (The)
£4,999,143	02/03/2023	Architectural Heritage Fund strategic partnership: Heritage Development Trust initiative
DCMS - Cultural Recovery Fund: Business Grants
£1,050,000	01/04/2020	Heritage Stimulus Fund: Business Grants. The wider aim of the scheme is: The purpose of the business grants will be to help organisations buy in consultancy support to develop new operating models ....more Heritage Stimulus Fund: Business Grants. The wider aim of the scheme is: The purpose of the business grants will be to help organisations buy in consultancy support to develop new operating models and business plans in response to the impact of Covid-19. The total funding to the AHF for the allocation of business grants will be £1.05m, comprising £1m for business grants and a further £0.05m to assist the AHF with the administration costs of disbursing these business grants.
DCMS - Cultural Recovery Fund: Underwriting of Endowments and Bad Debts
£1,000,000	01/04/2020	Heritage Stimulus Fund: Underwriting of Endowments and Bad Debts
DCMS - ALB-Historic England-National Capacity Building: Historic Assets Moving into Community Ownership
£80,000	01/04/2020	Historic Assets Moving into Community Ownership (HAMCO) will offer early-stage viability and development grants to projects seeking to restore and utilise historic buildings located away from town ....more Historic Assets Moving into Community Ownership (HAMCO) will offer early-stage viability and development grants to projects seeking to restore and utilise historic buildings located away from town centres and high streets. The HAMCO programme will therefore ensure the continuation of the AHF's offer of full lifecycle support across the whole of England (current funding under Transforming Places through Heritage focuses solely on projects on or near a high street).
The Pilgrim Trust - Grant to Architectural Heritage Fund
£145,000	26/02/2020 36	Heritage Transformed in Wales and Northern Ireland
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£175,000	07/02/2020	Heritage Transformed in Wales and Northern Ireland 2020-23
DCMS - ALB-Historic England-Architectural Heritage Fund - Transforming Places Through Heritage
£2,403,225	01/04/2019	Forms part of the Future High Street Fund, along with the HE High Street HAZ programme
DCMS - ALB-Historic England-Support For Voluntary Sector Regeneration Of Historic Buildings
£116,275	01/04/2019	To help charities and other not-for-profit organisations to restore historic buildings in England and give them a new and viable use, through grant funding, low interest loans and advice; to ....more To help charities and other not-for-profit organisations to restore historic buildings in England and give them a new and viable use, through grant funding, low interest loans and advice; to encourage national and local government, agencies and communities to support sustainable development through the regeneration of the historic environment.
DCMS - ALB-Historic England-Heritage at Risk Support Officers
£67,000	01/04/2019	The project is a continuation of the grant PRP6901 (aka PRP6807) for a one-year extension to an existing commitment towards the cost of four part-time freelance Heritage at Risk Support Officers, ....more The project is a continuation of the grant PRP6901 (aka PRP6807) for a one-year extension to an existing commitment towards the cost of four part-time freelance Heritage at Risk Support Officers, whose brief is to support charities and social enterprises to develop viable projects involving the repair and reuse of historic buildings at risk, particularly those transferred from the public sector into community ownership.
DCMS - ALB-Historic England-Architectural Heritage Fund - Transforming Places Through Heritage
£5,776,700	01/04/2019	Forms part of the Future High Street Fund, along with the HE High Street HAZ programme
The Pilgrim Trust - Grant to Architectural Heritage Fund
£29,197	13/02/2019 12	Growing Community Enterprise Through Heritage in Northern Ireland; Support Officer & grants programme
DCMS - ALB-HistoricEngland-DCMS grant - Architectural Heritage Fund - Transforming Places Through Heritage
£241,652	01/04/2018	Forms part of the Future High Street Fund, along with the HE High Street HAZ programme
DCMS - ALB-HistoricEngland-Support For Voluntary Sector Regeneration Of Historic Buildings
£168,800	01/04/2018	To help charities and other not-for-profit organisations to restore historic buildings in England and give them a new and viable use, through grant funding, low interest loans and advice; to ....more To help charities and other not-for-profit organisations to restore historic buildings in England and give them a new and viable use, through grant funding, low interest loans and advice; to encourage national and local government, agencies and communities to support sustainable development through the regeneration of the historic environment.To develop diversified sources of funding for future funds.
National Lottery Heritage Fund - Grant to Architectural Heritage Fund
£2,500,000	17/10/2017	Heritage Impact Fund
Andrew Lloyd Webber Foundation - Grant to Architectural Heritage Fund
£1,000,000	04/04/2011	Challenge Fund

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 41-74

ADEBAYO TEMITOPE PETER ALAO Appointed: 2018, Occupation: Head Of Investment And Development

AUDREY CARLIN Appointed: 2021, Occupation: Chief Executive Officer

DR NEAL ETHAN SASHORE Appointed: 2020

ESTHER JANE ROBINSON WILD Appointed: 2021

GREGORY DAVID PICKUP Appointed: 2020, Occupation: Ceo

DAVID HUNTER Appointed: 2017, Occupation: Company Director

GRAHAM FISHER Appointed: 2019, Occupation: Chief Executive

JAMES ROBERT KETLEY BOWDIDGE Appointed: 2019, Occupation: Farmer, Company Director

KAREN OLIVIA LATIMER Appointed: 2018, Occupation: Consultant

ROSALEEN CLARE KERSLAKE BA MBA CBE Appointed: 2022, Other trusteeships: LEEDS CASTLE FOUNDATION, UNIVERSITY COLLEGE OF ESTATE MANAGEMENT, Re-Form Heritage,

ROY HODSON Appointed: 2016, Occupation: Certified Chartered Accountant

SUZANNE SNOWDEN Appointed: 2017, Occupation: Director, Thought Leadership

ELISABETH MENNA JONES Appointed: 2022, Occupation: Ymgynghorydd, Other trusteeship: PWYLLGOR CANOLFAN GYMUNEDOL LLANWNDA,

Legal constitution

Charitable company registered in England & Wales on 29/01/1974, number: 266780
Registered at Companies House on 10/12/1973, number: 01150304

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR13: 1 days late, AR10: 2 days late,

Main office

3 Spital Yard
Spital Square
London
E1 6AQ

Objectives

A) TO PROMOTE THE PERMANENT PRESERVATION FOR THE BENEFIT OF THE PUBLIC GENERALLY OF BUILDINGS MONUMENTS OR OTHER EDIFICES OF STRUCTURES OF WHATSOEVER KIND AND WHETHER PERMANENT OR ATTACHING TO LAND OR NOT (INCLUDING BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING ANY BUILDING AS DEFINED IN SECTION 336(1) OF THE TOWN AND COUNTRY PLANNING ACT 1990) AND WHERESOEVER IN THE UNITED KINGDOM SITUATE OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST. B) TO PROTECT AND CONSERVE OR PROMOTE THE PROTECTION AND CONSERVATION OF THE CHARACTER AND HERITAGE OF THE CITIES TOWNS AND VILLAGES IN AND AROUND WHICH SUCH BUILDINGS MONUMENTS OR OTHER EDIFICES OF STRUCTURES EXIST. C) TO ADVANCE PUBLIC EDUCATION OF AND INTEREST IN THE HISTORY OF THE UNITED KINGDOM AND ITS PEOPLE AND THEREBY TO PROMOTE PUBLIC TASTE AND EDUCATION IN AND CONCERNING THE CONSERVATION OF ITS CREATIVE HERITAGE AND THE ENCOURAGEMENT OF AESTHETIC STANDARDS ATTACHING TO ITS CONTEMPORARY ENVIRONMENT.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources