THE HANDEL HOUSE TRUST LIMITED

Charity number: 1006009
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote knowledge, awareness, and enjoyment of Handel and his music to as wide a public audience as possible.

Income and expenditure

Data for financial year ending 31 October 2023

Total income:
£981,811

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £771.39k
Charitable activities £100.07k
Other trading activities £36.99k
Investments £73.36k
Other £0

Total expenditure:
£1,191,219

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Raising funds £231.25k
Charitable activities £959.97k
Other £0

-£74,414 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £231.25k
Charitable expenditure £959.97k

People

8 Employee(s)

12 Trustee(s)

45 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to 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
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Throughout London

Governance

Registration history:
  • 14 November 1991: Standard registration
  • 23 April 2020: Funds received from 1056896 THE HANDEL HOUSE COLLECTIONS TRUST
  • 01 June 2023: Funds received from 1080300 THE JANE GIBSON CHARITABLE TRUST FUND
Organisation type:
Charitable company
Other names:
  • HANDEL HOUSE MUSEUM (Working name)
  • THE HANDEL HOUSE ASSOCIATION LIMITED (Previous name)
Company number:
02653428 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIMON PATRICK WEIL Chair
THE ENGLISH CONCERT
Received: On time
BALCARRES HERITAGE TRUST LIMITED
Received: On time
THE KATHLEEN HANNAY MEMORIAL CHARITY
Received: On time
THE MICHAEL TIPPETT MUSICAL FOUNDATION
Received: On time
ARIMATHEA CHARITABLE TRUST
Received: On time
THE FOUNDATION OF ST. BENEDICT OF NURSIA
Received: On time
THE NEW ENGLISH BALLET THEATRE
Received: On time
THE FRIENDS OF SOLESMES
Received: On time
MARIA BJORNSON MEMORIAL FUND
Received: On time
MAECENAS
Received: 5 days late
OUR LADY OF GOOD HELP FOUNDATION
Received: On time
THE BRITISH MUSIC EXPERIENCE
Received: On time
THE ZITA MEMORIAL FOUNDATION
Recently registered
SICKKIDS FOUNDATION UK
Received: On time
THE FOUNDATION OF SAINT FRANÇOIS
Received: On time
Viscountess Penelope Ann Cobham CBE Trustee 11 July 2024
THE SHAKESPEARE BIRTHPLACE TRUST
Received: On time
Martin Donnelly Trustee 11 July 2024
None on record
Simon Richards Daniels Trustee 11 January 2022
None on record
Dr Peter Kerber Trustee 07 May 2020
THE ENGLISH CONCERT
Received: On time
Lucy Rhoda Le Fanu Trustee 14 January 2019
None on record
Lord Roderick Balfour Trustee 25 June 2018
None on record
Harry Alexander Bicket Trustee 14 May 2018
None on record
Jane Anthony Ridley Trustee 14 May 2018
NORWICH CATHEDRAL TRUST
Received: On time
William James Conner Trustee 17 July 2017
None on record
Victoria Rowland Broackes Trustee 08 June 2015
None on record
Michael Howard Ridley Trustee 17 February 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £1.70m £788.80k £1.41m £959.68k £981.81k
Total expenditure £774.65k £552.38k £570.28k £657.48k £1.19m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £18.12k N/A N/A
Income - Donations and legacies £1.19m £595.54k £1.29m £817.06k £771.39k
Income - Other trading activities £334.72k £119.18k £10.84k £1.87k £36.99k
Income - Charitable activities £171.59k £71.38k £31.10k £2.77k £100.07k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £5.11k £2.71k £29.68k £131.92k £73.36k
Income - Other £0 £0 £43.56k £6.07k £0
Income - Legacies £0 £317.85k £1.13m £15.00k £143.60k
Expenditure - Charitable activities £726.77k £507.00k £493.01k £567.73k £959.97k
Expenditure - Raising funds £47.88k £45.38k £77.27k £89.75k £231.25k
Expenditure - Governance £26.89k £22.76k £28.56k £39.78k £26.02k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £12.24k £13.76k £10.71k £18.92k £19.33k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Own use assets £14.53m £7.29m £7.40m £8.80m £10.09m
Long-term investments £3.54m £3.74m £4.40m £3.69m £2.38m
Other assets £343.47k £486.80k £1.25m £1.03m £331.98k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £168.69k £50.44k £99.67k £582.23k £157.68k

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 October 2023 02 August 2024 On Time
Accounts and TAR 31 October 2023 02 August 2024 On Time Download Open in new window
Annual return 31 October 2022 25 August 2023 On Time
Accounts and TAR 31 October 2022 25 August 2023 On Time Download Open in new window
Annual return 31 October 2021 27 July 2022 On Time
Accounts and TAR 31 October 2021 27 July 2022 On Time Download Open in new window
Annual return 31 October 2020 25 June 2021 On Time
Accounts and TAR 31 October 2020 25 June 2021 On Time Download Open in new window
Annual return 31 October 2019 19 June 2020 On Time
Accounts and TAR 31 October 2019 19 June 2020 On Time Download Open in new window
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 INCORPORATED 11/10/1991 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/09/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/04/2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/06/2007 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 17/02/2014 as amended on 19 Feb 2025

Charitable objects

The charity?s objects are, for the public benefit: 5.1. to promote, encourage, maintain, improve and advance education of the public in the life and works of George Frederic Handel and to establish and maintain the property located at 25 Brook Street, London W1 as a museum to house and preserve all articles having connection with the said George Frederic Handel; in particular by: i. the redevelopment, operation and maintenance of the property located at 25 Brook Street, London W1 known as the Handel House which was occupied by the composer George Frederic Handel from 1723 until his death in 1759; ii. to provide public access to the said premises for the purpose of promoting public awareness and appreciation of the historical nature and significance of the property; iii. to enhance public knowledge of Handel in general as well as his contributions to the field of classical music as a composer; and 5.2 to enhance public knowledge of the musical and cultural heritage of Brook Street, London W1 following Handel?s lifetime and in particular the music and culture of the 1960s (including the association with Jimi Hendrix) by maintaining all or part of 23 Brook Street to house and preserve the charity?s collections and other articles relating to such period and providing public access to such premises as an addition to the museum referred to in article 5.1 above.

Area of benefit

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

NOT DEFINED

Contact information

Address:
25 Brook Street
London
W1K 4HB
Phone:
02074951685
Email:
mail@handelhendrix.org
Website:

www.handelhendrix.org Open in new window