THE ENGLISH HERITAGE TRUST
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.
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; AND5) TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES INCIDENTAL TO THE ABOVE OBJECTS AS THE TRUSTEES SEE FIT.
Financial health, per its FY2025 accounts
The accounts state that total charity funds decreased from £50.6 million to £42.9 million due to a net expenditure of £7.7 million, driven by restructuring costs and lower visitor numbers. The charity holds unrestricted reserves of £29.6 million against a new policy target of £21 million, representing eight weeks of unrestricted expenditure. While the charity forecasts cash surpluses from 2026/27, it notes uncertainty inherent in forecasts due to the challenging global economic environment.
What the accounts disclose
“£240,000 - £249,999 1 -” — page 57
“Membership and admissions 99,331” — page 12
“The cost of fundraising for 2024/25 was 24p (2023/24: 129) spent for every £1 raised”
“Lord Lemos CMG CBE is a member of the House of Lords which received £1,000 for venue hire.” — page 58
“Peter Liney is the Chairman of Tour Partner Group which paid £270,000 for site visits of which £9,000 was outstanding at the year end.” — page 58
“Lord Lemos CMG CBE is a member of the House of Lords which received £1,000 for venue hire.” — page 58
“Peter Liney is the Chairman of Tour Partner Group which paid £270,000 for site visits of which £9,000 was outstanding at the year end.” — page 58
“Lord Lemos CMG CBE is a member of the House of Lords which received £1,000 for venue hire.” — page 58
“Peter Liney is the Chairman of Tour Partner Group which paid £270,000 for site visits of which £9,000 was outstanding at the year end.” — page 58
“Non-primary purpose trading and activities chargeable to corporation tax are carried out by our wholly owned subsidiary English Heritage Trading Limited.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 4,791
- Government income: £1,390,315 — grants £1,390,315 (6); under 1% of the £155,176,000 total gross income on the same return
- Employees paid over £60,000: 62 (£60,001–£70,000: 29; £70,001–£80,000: 14; £80,001–£90,000: 7; £90,001–£100,000: 2; £100,001–£110,000: 3; £120,001–£130,000: 4; £130,001–£140,000: 1; £150,001–£200,000: 2)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 4,922
- Government income: £4,023 — grants £4,023 (1); under 1% of the £141,415,000 total gross income on the same return
- Employees paid over £60,000: 59 (£60,001–£70,000: 28; £70,001–£80,000: 16; £80,001–£90,000: 5; £90,001–£100,000: 5; £100,001–£110,000: 3; £120,001–£130,000: 1; £140,001–£150,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 4,686
- Government income: £475,240 — grants £475,240 (4); under 1% of the £130,040,000 total gross income on the same return
- Employees paid over £60,000: 48 (£60,001–£70,000: 22; £70,001–£80,000: 9; £80,001–£90,000: 5; £90,001–£100,000: 6; £100,001–£110,000: 3; £120,001–£130,000: 1; £140,001–£150,000: 2)
- Has a trading subsidiary
In the news
- English Heritage Trust bids to make changes at Whitby Abbey
- English Heritage Trust alerts contractors to £39M civil engineering maintenance opportunity
- Does our history have a future in the hands of the English Heritage Trust?
What the charity says about itself (2024/25)
“Our Procurement policy was updated in September 2024 to reflect the changes in our approach – with teams receiving training and guidance on how to procure, with access to templates and resources to support this area of work.”
“We have more than 2,500 suppliers that support our work.”
“We will undertake at least 10 ‘deep dive’ supplier audits in high risk areas to underline our commitment to identifying, actioning and supporting practice improvements where required.”
“We recognise that a significant proportion of our procurement (around £39m per annum), is in these seven higher risk areas where Modern Slavery and human trafficking can be more common.”
Leadership, per the charity’s website
- Tim Reeve CBE — Chief Executive
- Tony Hales CBE — Chair
- Geoff Parkin — Interim Chief Executive
Funders the charity credits
- Omaze
- Vaillant
- Craghoppers
- Google Arts & Culture
- Riviera Travel
- Sir Robert McAlpine
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (24/01/2024)
- Received assets from another charity (21/08/2015)
Trustees
- Antony John Hales CBE
- Beverley Jane Tew CMG
- Bronwyn Syiek
- Dale Thomas Haddon
- Dr Chris Michaels
- Elizabeth Anne Sophia Hogg FCA
- John Nigel Barnes OBE
- Paul David Charles Farmer CBE
- Peter Richard Liney
- Prof. William Hadden Whyte FSAFRHistS
- Susan Linda Wilkinson OBE
- The Hon. Sebastian Richard Edward Cuthbert James
- Tony Cates
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £155.2m | £162.8m |
| 31/03/2024 | £141.4m | £155.5m |
| 31/03/2023 | £130.0m | £141.2m |
| 31/03/2022 | £115.9m | £125.7m |
| 31/03/2021 | £99.8m | £96.2m |
Common questions
Is THE ENGLISH HERITAGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total charity funds decreased from £50.6 million to £42.9 million due to a net expenditure of £7.7 million, driven by restructuring costs and lower visitor numbers. The charity holds unrestricted reserves of £29.6 million against a new policy target of £21 million, representing eight weeks of unrestricted expenditure. While the charity forecasts cash surpluses from 2026/27, it notes uncertainty inherent in forecasts due to the challenging global economic environment. Its FY2025 accounts were audited by Comptroller and Auditor General.
What does the highest-paid employee of THE ENGLISH HERITAGE TRUST earn?
Per its FY2025 accounts, the highest-paid employee was in the £240,001 - £250,000 band.
Who funds THE ENGLISH HERITAGE TRUST?
Funders whose own accounts filings name THE ENGLISH HERITAGE TRUST as a grant recipient include KUSUMA TRUST UK, GARFIELD WESTON FOUNDATION, THE MASTER CHARITABLE TRUST, THE MICHAEL BISHOP FOUNDATION, THE PENNIES FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| KUSUMA TRUST UK | FY2025 | £1.0m | Neolithic Classroom - Stonehenge |
| GARFIELD WESTON FOUNDATION | FY2024 | £1.0m | Museums & Heritage |
| THE MASTER CHARITABLE TRUST | FY2023 | £500k | |
| THE PENNIES FOUNDATION | FY2025 | Unverified read£363k | Grant to institution |
| THE MICHAEL BISHOP FOUNDATION | FY2022 | £250k | being the first instalment of a 4 year £1m commitment to support the renovation work of four projects: Dover Castle, Hardwick Old Hall, North Leigh Roman Villa |
| THE PENNIES FOUNDATION | FY2024 | £181k | |
| THE FOYLE FOUNDATION | FY2021 | £150k | |
| DAVID PEARLMAN CHARITABLE FOUNDATION | FY2023 | £50k | |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2022 | Unverified read£50k | Advancement of the arts, culture, heritage and science |
| DAVID PEARLMAN CHARITABLE FOUNDATION | FY2025 | £38k | |
| THE PILGRIM TRUST | FY2023 | £10k | Cleaning and repairing the Bath House at Kenwood, London |
| THE JOHN S COHEN FOUNDATION | FY2022 | £10k | Education & Academic |
| THE STEVENSON FAMILY'S CHARITABLE TRUST | FY2022 | £10k | Conservation and Heritage |
| THE HOBSON CHARITY LIMITED | FY2022 | £9k | Disability |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2021 | £7k | Advancement of the arts, culture, heritage and science |
| THE ROSE FOUNDATION | FY2021 | £5k | Installation of a platform lift at Marble Hill House |
| THE ROSE FOUNDATION | FY2021 | £5k | Stonework repairs on the balcony at Wellington Arch |
| THE LAWSON TRUST CIO | FY2022 | £5k | |
| THE ROSE FOUNDATION | FY2023 | £5k | Refurbishment and repair of the roof of the Ionic Temple at Chiswick House |
| THE SCS TRUST | FY2023 | £4k | |
| THE MCCORQUODALE CHARITABLE TRUST | FY2025 | £4k | |
| THE CATHERINE COOKSON CHARITABLE TRUST | FY2023 | £3k | Other Charities/Voluntary Bodies |
| THE LAWSON TRUST CIO | FY2021 | £3k | |
| THE ARDEOLA CHARITABLE TRUST | FY2022 | £2k | |
| THE COMPANY OF ARTS SCHOLARS CHARITABLE TRUST | FY2025 | £2k | |
| THE STEVENSON FAMILY'S CHARITABLE TRUST | FY2024 | £2k | Conservation and Heritage |
| THE PENNIES FOUNDATION | FY2022 | £1k | |
| THE PENNIES FOUNDATION | FY2023 | Unverified read£1k | |
| THE STEVENSON FAMILY'S CHARITABLE TRUST | FY2025 | amount not stated | Conservation and Heritage |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 05/08/2026 | £13k | The Kings Meadow at Walmer Castle and Gardens |
| The National Lottery Heritage Fund | 05/03/2026 | £467k | "Pendennis: Keep Connections" |
| The National Lottery Heritage Fund | 11/09/2025 | £287k | "Housesteads Roman Fort: Shared Horizons" |
| The National Lottery Heritage Fund | 02/09/2025 | £248k | "Bolsover Castle: Margaret Cavendish's Mind Lab" |
| The Mercers' Company | 11/06/2025 | £150k | Grant to English Heritage |
| The National Lottery Heritage Fund | 15/04/2025 | £84k | "Forewarned is Forearmed: Royal Observer Corps 100" |
| UK government | 06/02/2025 | £458k | Museum Estate and Development Fund |
| The National Lottery Heritage Fund | 04/07/2024 | £249k | "Reaching Greater Heights: Historic Grassland Restoration at Dover Castle & Dover Western Heights" |
| The National Lottery Heritage Fund | 29/04/2024 | £246k | "Community Connections: Community Grants in the North" |
| UK government | 19/03/2024 | £1.0m | Learning Centre at Stonehenge |
| The National Lottery Heritage Fund | 26/10/2023 | £223k | "Gainsborough Old Hall, New Beginnings" |
| The National Lottery Heritage Fund | 20/01/2022 | £217k | "Grime's Graves - Digging Deeper" |
| The National Lottery Heritage Fund | 19/01/2022 | £240k | "Hadrian's Wall 1900 Festival" |
| UK government | 31/03/2020 | £52k | SHOUT OUT LOUD: giving young people a voice in heritage |
| The National Lottery Heritage Fund | 04/03/2020 | £200k | "Richborough Roman Fort - Gateway to Britannia" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ARCHITECTURAL HERITAGE FUND | 2 | £37k |
| THE VINEHILL TRUST | 1 | £6.6m |
| THE MERCERS CHARITABLE FOUNDATION | 1 | £59k |
| THE DULVERTON TRUST | 1 | £34k |
| THE ALDAMA FOUNDATION | 1 | £25k |
| LORD LEVERHULME'S CHARITABLE TRUST | 1 | £20k |
| THE KIRBY LAING FOUNDATION | 1 | £5k |
| THE WORSHIPFUL COMPANY OF PLAISTERERS CHARITABLE TRUST | 1 | £4k |
Charities like this
- THE HISTORIC ENGLAND FOUNDATION
- SAVE BRITAIN'S HERITAGE
- THE HERITAGE TRUST FOR THE NORTH WEST
- WORLD HERITAGE UK
- LONDON HISTORIC PARKS AND GARDENS TRUST
- HERITAGE TRUST NETWORK
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ENGLISH HERITAGE TRUST | £155.2m | £240,001 - £250,000 | — | unclear | 24.0% | no doubt |
| THE HISTORIC ENGLAND FOUNDATION | £361k | — | 0 | unclear | — | no doubt |
| SAVE BRITAIN'S HERITAGE | £432k | — | 0 | above | — | no doubt |
| THE HERITAGE TRUST FOR THE NORTH WEST | £2.1m | £60,001 - £70,000 | 1 | above | — | no doubt |
| WORLD HERITAGE UK | £62k | — | 0 | unclear | — | no doubt |
| LONDON HISTORIC PARKS AND GARDENS TRUST | £222k | — | 0 | unclear | — | no doubt |