THE ELGAR FOUNDATION
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.
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.
Financial health, per its FY2025 accounts
The accounts state that total income increased significantly to £207,556, driven largely by legacy income, while total expenditure decreased to £43,222. Per the trustees' report, free reserves stood at £129,877, which the trustees believe will be sufficient to fund activities through the anticipated end of their agreement with The National Trust in December 2026.
What the accounts disclose
“Total income was £207,556 compared to £54,982 last year, which includes legacy income of £205,724 (2024 £53,992).” — page 4
“At the year end the charity held unrestricted funds excluding fixed assets and designated funds of £129,877 (2024 £178,504), which, based on current year's unrestricted fund net deficit excluding depreciation, will be sufficient to fund the activities of the charity through to the anticipated end of its agreement with The National Trust in December 2026.” — page 4
“Elgar Foundation Enterprises Limited (company no. 04128862), the charity's trading subsidiary, remains dormant.” — page 3
Policies the charity declares
- 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
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Property (HM Land Registry)
Trustees
- ANDREW JOHN JOWETT
- Ann Elizabeth VERNAU
- John Frederick Norris
- Jules Grafton Knight
- MICHAEL MESSENGER OBE
- WILLIAM HUGH CARSLAKE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £208k | £43k |
| 31/12/2024 | £55k | £59k |
| 31/12/2023 | £106k | £80k |
| 31/12/2022 | £18k | £71k |
| 31/12/2021 | £444 | £57k |
Common questions
Is THE ELGAR FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that total income increased significantly to £207,556, driven largely by legacy income, while total expenditure decreased to £43,222. Per the trustees' report, free reserves stood at £129,877, which the trustees believe will be sufficient to fund activities through the anticipated end of their agreement with The National Trust in December 2026. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 12/04/2011 | £46k | "The Elgar Centre Redevelopment Project" |
| The National Lottery Heritage Fund | 26/11/2003 | £9k | "Archive Material Purchase" |
| The National Lottery Heritage Fund | 20/05/2003 | £37k | "Archive Material Purchase" |
| The National Lottery Heritage Fund | 12/12/2000 | £47k | "The Elgar Birthplace Museum" |
| The National Lottery Heritage Fund | 12/10/1999 | £252k | "Elgar Birthplace Museum Development" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| OLD POSSUM'S PRACTICAL TRUST | 1 | £4.2m |
| THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST | 1 | £540k |
| HABERDASHERS' ASKE'S CHARITY | 1 | £500k |
| THE BRANSFORD TRUST | 1 | £52k |
Charities like this
- THE ELGAR FESTIVAL
- THE ELMLEY FOUNDATION
- THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
- THE T. S. ELIOT FOUNDATION
- Haberdashers' Elstree Schools Foundation
- The Elischer Foundation
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ELGAR FOUNDATION | £208k | — | 0 | above | — | no doubt |
| THE ELGAR FESTIVAL | £130k | — | 0 | unclear | — | noted |
| THE ELMLEY FOUNDATION | £433k | — | 0 | below | — | no doubt |
| THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST | £147k | — | 0 | unclear | — | no doubt |
| THE T. S. ELIOT FOUNDATION | £2.5m | — | 0 | unclear | — | no doubt |
| Haberdashers' Elstree Schools Foundation | £1.2m | — | 0 | unclear | — | no doubt |