Finance Score: -5

Governance Score: 9

Support Score: 3

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

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

Grant maker support: +3

Overall GiG Score: 7

THE HENRY MOORE FOUNDATION

To advance the education of the public by the promotion of their appreciationof the fine arts and in particular the works of Henry Moore

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has a robust balance sheet
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £119,677,531 available, equivalent to 243 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Established: 48 years

www.henry-moore.org

admin@henry-moore.org

01279843333

Charity Commission for England and Wales

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		£3,584	£5,917	£-2,333	£247	£119,755	£119,678	242.7	107	34
31/03/22		£3,173	£5,274	£-2,101	£333	£125,967	£125,896	286.5	104	45
31/03/21		£3,216	£5,044	£-1,828	£111	£122,241	£122,125	290.5	103	42
31/03/20		£4,193	£5,974	£-1,781	£223	£108,373	£108,277	217.5	101	45
31/03/19		£4,756	£5,526	£-770	£197	£119,735	£119,154	258.8	97	50
31/03/18		£4,383	£5,293	£-911	£203	£118,895	£118,501	268.6	84	0
31/03/17	*	£3,606	£4,570	£-963	£124	£120,451	£120,442	316.3	58	0
31/03/16		£6,197	£4,730	£1,467	£71	£107,575	£107,492	272.7	55	0
31/03/15		£2,427	£5,954	£-3,527	£276	£106,509	£103,651	208.9	52	0
31/03/14		£6,349	£5,829	£521	£253	£99,926	£95,881	197.4	52	0
31/03/13		£1,991	£5,473	£-3,482	£240	£99,467	£99,409	218	48	0
31/03/12	*	£1,547	£6,056	£-4,509	£299	£95,944	£95,944	190.1	56	0
31/03/11		£1,844	£5,799	£-3,955	£425	£97,581	£97,581	201.9	62	0
31/03/10		£1,775	£5,414	£-3,639	£231	£97,404	£97,404	215.9	66	0
31/03/09		£2,183	£5,703	£-3,520	£232	£80,997	£80,997	170.4	67	0
31/03/08		£1,044	£6,308	£-5,264	£175	£100,981	£100,981	192.1	60	0
31/03/07		£842	£6,839	£-5,997	£135	£108,041	£108,041	189.6	64	0
31/03/06		£3,568	£6,376	£-2,807	£0	£0	£0	n/a	0	0
31/03/05		£1,187	£3,514	£-2,327	£0	£0	£0	n/a	0	0
31/03/04		£3,626	£3,639	£-13	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 34%
Fundraising Costs/Total Spending: 5.8%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 1%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 242.7 months
Net Current Assets/Spending: 21 months
Quick Ratio: 11.9

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

107 employees
34 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.

Specific Donations

Amount	When Months	To be used for
DCMS - Investment Funds
£10,000	22/07/2021	We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where ....more We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government to help deliver this vision.
Paul Hamlyn Foundation - Material Literacy: Yorkshire Sculpture International’s Community Engagement Programme
£60,000	16/07/2018 16	This programme will test a joined-up approach to delivering community engagement by the four arts partners involved in Yorkshire Sculpture International (Henry Moore Foundation, Leeds Art Gallery, ....more This programme will test a joined-up approach to delivering community engagement by the four arts partners involved in Yorkshire Sculpture International (Henry Moore Foundation, Leeds Art Gallery, The Hepworth Wakefield, Yorkshire Sculpture Park). The initiative will explore different strategies to engaging migrant communities, working with local support services. It aims to create sustainable relationships between these groups and the partners’ core programmes.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-75

COURTNEY JASMINE MARTIN Appointed: 2021, Occupation: Museum Director

DR ANTONIA BOSTROM Appointed: 2023, Occupation: Independent Consultant, Other trusteeship: COMPTON VERNEY COLLECTION SETTLEMENT,

ELLA MARY SNELL Appointed: 2021, Occupation: Network Head

HAMMAD NASAR Appointed: 2021, Occupation: Director

JOHN PETER DIMITRI WIENAND Appointed: 2014, Occupation: Solicitor

JENNIFER LOMAX Appointed: 2023, Occupation: Gallery Director, Other trusteeship: RAVEN ROW,

LEONARD DUNNE Appointed: 2021, Occupation: Ceo

LESLEY ROWENA SHERRATT Appointed: 2021, Occupation: Investment Director

MARTIN BARDEN Appointed: 2017, Occupation: Company Director

NIGEL MARTYN CARRINGTON (Chair) Appointed: 2014, Occupation: Vice Chancellor, Other trusteeships: DREAMCHASING, BURGH HOUSE CIO,

PAMELA RAYNOR Appointed: 2017, Occupation: Finance Director

WILLIAM THOMAS EDGERLEY Appointed: 2014, Occupation: Company Director, Other trusteeship: ROYAL BOROUGH OF GREENWICH HERITAGE TRUST,

Legal constitution

Charitable company registered in England & Wales on 15/06/1976, number: 271370
Registered at Companies House on 23/04/1976, number: 01255762

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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

20 returns made; AR17: 1 days late, AR12: 2 days late,

Main office

HENRY MOORE FOUNDATION
DANE TREE HOUSE
PERRY GREEN
MUCH HADHAM
SG10 6EE

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PROMOTION OF THEIR APPRECIATION OF THE FINE ARTS AND IN PARTICULAR THE WORKS OF HENRY MOORE.

Defined Area of Benefit:

NOT DEFINED

Data Sources