THE ELGAR FOUNDATION

Charity number: 266849
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The principal activity of the Foundation is the maintenance of the late Sir Edward Elgar's birthplace at Lower Broadheath, Worcester and of the collection of Elgar memorabilia and archive material. The Foundation is also concerned with the promotion of education in and an appreciation of Elgar's life and works.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £106,280
Total expenditure: £79,524

People

8 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Provides Other Finance
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 11 February 1974: Standard registration
Organisation type:
Charitable company
Other names:
  • THE ELGAR BIRTHPLACE MUSEUM (Working name)
  • THE ELGAR FOUNDATION LIMITED (Previous name)
Company number:
01147282 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
The Rt Hon David Mellor QC Chair 15 June 2013
None on record
Jukles Grafton Knight Trustee 08 May 2024
None on record
John Frederick Norris Trustee 16 May 2022
None on record
PROFESSOR JOHN WHENHAM Trustee 16 June 2015
None on record
WILLIAM HUGH CARSLAKE Trustee 20 June 2011
None on record
ANDREW HUGH ALISTAIR NEILL Trustee
None on record
ANDREW JOHN JOWETT Trustee
None on record
MICHAEL MESSENGER OBE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.08k £188.50k £444 £17.63k £106.28k
Total expenditure £46.36k £84.67k £57.03k £70.79k £79.52k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 02 May 2024 On time
Accounts and TAR 31 December 2023 02 May 2024 On time Download Open in new window
Annual return 31 December 2022 29 March 2023 On time
Accounts and TAR 31 December 2022 Not required
Annual return 31 December 2021 26 April 2022 On time
Accounts and TAR 31 December 2021 Not required
Annual return 31 December 2020 12 April 2021 On time
Accounts and TAR 31 December 2020 12 April 2021 On time Download Open in new window
Annual return 31 December 2019 08 April 2020 On time
Accounts and TAR 31 December 2019 Not required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 27 SEPTEMBER 1973 AS AMENDED 8/3/1974, 14/5/1975,19/6/1977, 6/10/1988, 10/1/1995 AND 19/4/2000.

Charitable objects

1. TO PROMOTE IN EVERY PART OF THE WORLD PUBLIC EDUCATION IN AND APPRECIATION OF THE LIFE AND WORKS OF THE SIR EDWARD ELGAR. 2. TO MAINTAIN AND PRESERVE, OR ASSIST IN THE MAINTENANCE AND PRESERVATION OF THE BIRTHPLACE OF THE LATE SIR EDWARD ELGAR AT LOWER BROADHEATH WORCESTERSHIRE AND ANY OTHER PROPERTY OF NATIONAL INTEREST CONNECTED WITH SIR EDWARD ELGAR AND ACQUIRED FOR THE BENEFIT OF THE NATION.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
The Richards Sandy Partnership Ltd
Thorneloe HOUSE
25 Barbourne Road
WORCESTER
WR1 1RU
Phone:
07495480534
Email:
No information available
Website:

No information available