THE ENGLISH HERITAGE TRUST

Charity number: 1140351
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The English Heritage Trust is responsible for the conservation and enhancement of the National Heritage Collection of more than 400 unique historic sites and monuments. Through this Collection, and the London Blue Plaques Scheme, English Heritage promotes public knowledge, enjoyment and education of our shared history and heritage.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£141,415,000

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Donations and legacies £7.64m
Charitable activities £95.71m
Other trading activities £35.67m
Investments £2.39m
Other £0

Total expenditure:
£155,493,000

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Raising funds £38.84m
Charitable activities £116.65m
Other £0

£260,000 investments gains (losses)

Total income includes £4,023 from 1 government grant(s)

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.

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Raising funds and other expenditure £38.84m
Charitable expenditure £116.65m

People

2507 Employee(s)

11 Trustee(s)

4922 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 28
£70k to £80k 16
£80k to £90k 5
£90k to £100k 5
£100k to £110k 3
£120k to £130k 1
£140k to £150k 1

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:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 28 March 2013: Standard registration
Organisation type:
Charitable company
Other names:
  • THE ENGLISH HERITAGE FOUNDATION (Previous name)
Company number:
07447221 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gerard Lemos CMG CBE Chair 01 January 2023
None on record
Dr Chris Michaels Trustee 01 March 2023
None on record
Peter Richard Liney Trustee 01 March 2023
None on record
The Hon. Sebastian Richard Edward Cuthbert James Trustee 01 March 2023
None on record
Sir Jonathan Mark Marsden Trustee 08 February 2023
SIR JOHN ST BARBE FOUNDATION
Received: On time
Tony Cates Trustee 01 January 2023
None on record
Prof. William Hadden Whyte FSAFRHistS Trustee 01 January 2023
None on record
Kay Boycott Trustee 01 January 2022
None on record
Tanvi Gokhale Trustee 01 July 2021
None on record
Susan Linda Wilkinson Trustee 01 April 2020
THE REGENT (CHRISTCHURCH) LIMITED
Received: On time
CHURCHES CONSERVATION TRUST
Received: On time
KUNLE OLULODE MBE Trustee 01 January 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £126.26m £99.77m £115.91m £130.04m £141.42m
Total expenditure £121.34m £96.21m £125.65m £141.18m £155.49m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £13.32m £35.25m £3.88m £475.24k £4.02k
Income - Donations and legacies £7.23m £6.22m £7.28m £12.07m £7.64m
Income - Other trading activities £28.26m £10.15m £24.46m £31.38m £35.67m
Income - Charitable activities £91.09m £83.24m £84.25m £85.68m £95.71m
Income - Endowments £685.00k £0 £130.00k £0 £0
Income - Investment £361.00k £155.00k £53.00k £908.00k £2.39m
Income - Other £0 £0 £0 £0 £0
Income - Legacies £3.39m £1.72m £2.23m £3.26m £3.04m
Expenditure - Charitable activities £95.28m £79.59m £98.71m £107.87m £116.65m
Expenditure - Raising funds £26.06m £16.62m £26.94m £33.31m £38.84m
Expenditure - Governance £278.00k £283.00k £298.00k £233.00k £206.00k
Expenditure - Grants institution £0 £0 £0 £53.00k £55.49k
Expenditure - Investment management £0 £0 £0 £0 £5.61k
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £31.70m £42.19m £45.98m £54.76m £62.74m
Long-term investments £0 £0 £0 £1.15m £3.24m
Other assets £83.14m £106.58m £99.27m £79.44m £61.45m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £33.20m £63.59m £69.67m £70.91m £76.80m

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 March 2024 15 January 2025 On Time
Accounts and TAR 31 March 2024 15 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 30 January 2024 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 27 January 2022 On Time
Accounts and TAR 31 March 2021 27 January 2022 On Time Download Open in new window
Annual return 31 March 2020 31 January 2021 On Time
Accounts and TAR 31 March 2020 31 January 2021 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 22/11/2010 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 01/10/2013 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 17/12/2014 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 18/12/2014 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 25/03/2015

Charitable objects

1) TO PROMOTE THE CONSERVATION OF THE HBMCE HERITAGE ASSETS AND THE HBMCE COLLECTIONS, AND THEIR ENHANCEMENT FOR THE PUBLIC BENEFIT, INCLUDING BY THE PROVISION OF ADVICE, ASSISTANCE AND SERVICES TO HBMCE; 2) TO PROMOTE THE CONSERVATION OF HERITAGE ASSETS BY SUPPORT AND ASSISTANCE TO HBMCE IN MAKING ADDITIONS TO THE HBMCE HERITAGE ASSETS AND THE HBMCE COLLECTIONS; 3) TO PROMOTE THE PUBLIC KNOWLEDGE AND ENJOYMENT OF THE HBMCE HERITAGE ASSETS AND THE HBMCE COLLECTIONS, INCLUDING THROUGH THE PROVISION OF INFORMATION AND OTHER SERVICES AND FACILITIES FOR VISITORS AND MEMBERS OF THE PUBLIC; 4) TO ADVANCE EDUCATION BY PROMOTING PUBLIC APPRECIATION OF THE HISTORY OF AND ENCOURAGING FURTHER STUDY OR ENQUIRY INTO BUILDINGS, LANDMARKS, PEOPLE OR EVENTS OF HISTORICAL, ARTISTIC, SCIENTIFIC OR RELIGIOUS SIGNIFICANCE THROUGH THE OPERATION AND SUPPORT OF THE BLUE PLAQUE SCHEME; AND 5) TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES INCIDENTAL TO THE ABOVE OBJECTS AS THE TRUSTEES SEE FIT.

Area of benefit

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

NOT DEFINED

Linked charities

Linked charities
Linked charity 1140351-1 ELIZABETH WAGLAND FUND
Governing document
SCHEME DATED 02/07/2012
Charitable objects
APPLICATION OF PROPERTY 1) THE PURPOSE OF THE CHARITY SHALL BE, FOR THE PUBLIC BENEFIT, TO APPLY ITS CAPITAL AND INCOME FOR THE BENEFIT OF BINHAM PRIORY, NORFOLK, MANAGED FROM TIME TO TIME BY ENGLISH HERITAGE. 2) IF AND IN SO FAR AS THE CAPITAL AND INCOME OF THE CHARITY CANNOT BE APPLIED TOWARDS THE PURPOSE SPECIFIED IN SUB-CLAUSE 1) ABOVE, THE TRUSTEE MAY APPLY IT TO BENEFIT ANY SCHEDULED MONUMENT OR LISTED BUILDING MANAGED FROM TIME TO TIME BY ENGLISH HERITAGE IN THE COUNTIES OF NORFOLK, SUFFOLK, CAMBRIDGESHIRE, ESSEX, BEDFORDSHIRE AND HERTFORDSHIRE.
Area of benefit
Registration history
  • 28 March 2013 : Standard registration

Contact information

Address:
English Heritage
6th Floor
100 Wood Street
LONDON
EC2V 7AN
Phone:
07920467844
Email:
charityinfo@english-heritage.org.uk
Website:

www.english-heritage.org.uk Open in new window