Overall GiG Score: 8 ?
Finance Score: -2
Governance Score: 3
Support Score: 7
  • Liabilities <10%: +3
  • Poor Liquidity: -1
  • Good Reserves: +1Fundraising costs high: -5
  • Good trustee age range: +3
  • Grant maker support: +7

HAREWOOD HOUSE TRUST LIMITED 

Preserving, for the public benefit, Harewood House, its grounds and collections. Promoting the study and appreciation of Harewood as a place of historic and cultural interest and natural beauty, including through events and exhibitions. Providing facilities for recreation, leisure and educational activities. Seeking sponsorship and undertaking fundraising activities to support the charity's work.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • 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

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • Fundraising costs are extremely high relative to funds raised
Established: 38 years

www.harewood.org

info@harewood.org

01132181010

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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
31/12/22£4,498£4,493£5£2,409£17,881£4,06310.995212
31/12/21£4,166£4,010£157£2,305£18,083£4,42913.382350
31/12/20£3,337£3,591£-254£1,258£17,676£3,97613.355190
31/12/19£4,264£4,013£251£2,391£18,007£4,15612.454240
31/12/18£3,421£3,448£-27£1,098£17,506£4,83816.853240
31/12/17£2,819£2,833£-14£1,011£17,725£4,43518.8430
31/12/16£1,905£2,464£-559£777£17,636£4,20520.5420
31/12/15£5,994£2,519£3,475£882£17,176£4,48421.4370
31/12/14£4,368£2,399£1,969£815£10,996£1,9649.8350
31/12/13£2,560£3,080£-519£1,411£9,033£0n/a550
31/12/12£1,993£2,839£-846£1,248£9,553£0n/a600
31/12/11£4,020£5,190£-1,170£3,383£10,446£0n/a1210
31/12/10£4,337£5,095£-758£3,387£1,088£0n/a1240
31/12/09£2,371£3,002£-632£1,201£1,755£0n/a760
31/12/08£2,634£3,276£-641£1,205£2,294£0n/a850
31/12/07£3,922£4,207£-285£2,268£3,509£0n/a950
31/12/06£2,436£3,104£-668£0£0£0n/a00
31/12/05£3,336£3,538£-201£0£0£0n/a00
31/12/04£2,437£2,850£-413£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 78.6%
Fundraising Costs/Total Spending: 53.8%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 5%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 23%
Reserves/Spending: 10.9 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0
Asset Split ?
What it does
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
  • Recreation
Who works here?
  • 95 employees
  • 212 volunteers
Who it helps
  • The General Public/Mankind
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Leeds City,

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£1,359,287
National Lottery Heritage Fund£237,212
Department for Work and Pensions£7,984
Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Harewood House Trust Limited
£187,512 16/03/2023
Harewood's Digital Masterplan
Department for Work and Pensions - HAREWOOD HOUSE TRUST
£7,984 01/04/2021
The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
DCMS - Harewood House Kitchen Garden
£20,880 17/01/2021
Development of Walled Garden. The wider aim of the scheme is: This scheme is part of the Culture Recovery Fund, the Governments £1.57 billion support package to protect the countrys cultural, arts ....more
DCMS - ALB-Historic England-Harewood House
£296,128 23/10/2020
The aim of this 80% grant from the Programme of Major Works is to carry out repairs to the terrace balustrade and undercroft at Harewood House
National Lottery Heritage Fund - Grant to Harewood House Trust
£49,700 21/07/2020
COVID19: Harewood House Trust
DCMS - Harewood House Trust - Financial Recovery Plan
£695,556 01/04/2020
To support Arts and Culture throughout England
DCMS - Harewood's 2021 Recovery Plan
£346,723 01/04/2020
To support Arts and Culture throughout England
ARTS COUNCIL ENGLAND - Seeds of Hope/Your Obedient Servant
£35,000 17/01/2018
9
We wish to commission two exciting new artistic responses as part of our programme strand 'Harewood Contemporary', which places the response of artists within the context of our heritage collections ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed

Age Range of Trustees:
  • ARIF AHMAD Appointed: 2022, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 04/07/1986, number: 517753
  • Registered at Companies House on 25/03/1986, number: 02004021
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

HAREWOOD HOUSE TRUST
HAREWOOD HOUSE
HAREWOOD
LEEDS
LS17 9LG

Objectives

TO PRESERVE FOR THE PUBLIC BENEFIT THE MANSION HOUSE KNOWN AS HAREWOOD HOUSE IN YORKSHIRE TOGETHER WITH ITS ANCILLARY BUILDINGS, GARDENS, ARBORETA, WOODLANDS AND PARK OR SUCH PARTS THEREOF AS SHALL FROM TIME TO TIME BE HELD BY THE COMPANY, AND TO PROMOTE, FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF HAREWOOD AS A PLACE OF HISTORIC AND ARCHITECTURAL INTEREST AND NATURAL BEAUTY. (FOR FURTHER DETAILS SEE CLAUSE 3A OF THE MEMORANDUM.)

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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