What is the financial size of THE ENGLISH HERITAGE TRUST?

THE ENGLISH HERITAGE TRUST is classified as a major charity. In the latest financial year, they reported a total income of £141,415,000 and total expenditure of £155,493,000.

How does THE ENGLISH HERITAGE TRUST allocate its spending?

For every pound spent, approximately 75.0% goes directly to charitable activities. The remaining 25.0% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.2%).

What is the workforce structure of THE ENGLISH HERITAGE TRUST?

THE ENGLISH HERITAGE TRUST employs 2,507 staff members and is supported by 4,922 volunteers.

Does THE ENGLISH HERITAGE TRUST receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does THE ENGLISH HERITAGE TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE ENGLISH HERITAGE TRUST

#1140351

Charitable company•Major•Registered

www.english-heritage.org.uk

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.

Registered address

English Heritage, 6th Floor, 100 Wood Street, LONDON, EC2V 7AN

Latest HighlightsFY 2024

Income

All sources

£141,415,000

Expenditure

All activities

£155,493,000

Net Reserves

Unrestricted funds

£0

Total Assets

Gross assets

£127,426,000

Working Capital

Liquidity

£-6,460,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

0.0 months

Median: 3.6 monthsBelow typical

Income Growth (1yr)

8.7%

Median: 8.2%Around typical

Spending Efficiency

75.0%

Median: 97.2%Below typical

Income Concentration

52.5%

Median: 87.1%Top quartile

Fundraising ROI

3.6x

Median: 27.3xBelow typical

Income Volatility

17.2%

Median: 13.4%Around typical

Self-Generated Income

94.6%

Median: 92.1%Around typical

3-Year Income CAGR

12.3%

Median: 8.7%Around typical

Efficiency & Health

Charitable Spending

75.0%

Fundraising Eff.

% income retained

3.6%

Governance Cost

% of expenditure

0.1%

Grant Making

% given away

0.0%

Debt Ratio

% of assets

60.3%

Survival Ratio

Months of reserves

0 months

Income Profile

Donations & Legacies

% of income

5.4%

Government Reliance

% of income

0.0%

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 5249

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

8.7%↑

Income CAGR (3yr)

Compound growth

12.3%

Volatility

Moderate Volatility

17.2%

Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

2,507

Volunteers

Volunteer count

4,922

Volunteer Ratio

Per staff member

2.0:1

Revenue/Employee

Per head

£56,408

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

2.4%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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