Finance Score: 0

Governance Score: 9

Support Score: 3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 12

ERIC AND SALOME ESTORICK FOUNDATION

Care and display of permanent collection of 20th century Italian art; display of temporary exhibitions and related educational activities.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates much of its income
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£688	£717	£-29	£77	£14,494	£613	10.3	11	20
30/06/22		£347	£503	£-157	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£286	£394	£-108	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£288	£425	£-137	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£329	£506	£-178	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18	*	£722	£472	£250	£29	£14,480	£548	13.9	7	0
30/06/17		£5,501	£845	£4,655	£26	£13,976	£493	7	8	0
30/06/16		£357	£394	£-37	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£372	£373	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£298	£341	£-43	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£455	£386	£69	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£353	£369	£-16	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£431	£389	£41	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£258	£323	£-65	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£294	£421	£-128	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£480	£492	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£7,730	£684	£7,046	£400	£8,075	£361	6.3	4	0
30/06/06		£300	£311	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£318	£358	£-40	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£350	£321	£28	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 13%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 4%
Reserves/Spending: 10.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Balance Sheet History

Established: 29 years

www.estorickcollection.com

roberta.cremoncini@estorickcollection.com

02077049522

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

How it operates

Provides buildings/facilities/open space

Where it operates

Islington,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 43-81

ALEXANDER JAMES BEVAN PHILLIPS Appointed: 2022, Occupation: Corporate Finance Adviser

ALEXANDER ROMAIN ESTORICK Appointed: 2009, Occupation: Writer

ALLISON KATZ Appointed: 2024, Occupation: Director

ELIZABETH JANE MCNEILL KC (Chair) Appointed: 2022

JOANNE LOUISE COTTRELL Appointed: 2020, Occupation: Consultant

KATHRYN ANNE HUNTER Appointed: 2022, Occupation: Director

MICHAEL JACOB ESTORICK Appointed: 1995, Occupation: Writer

MARTIN PHILLIP OWEN Appointed: 2017, Occupation: Director

PROFESSOR DAWN ADES Appointed: 2020, Occupation: Art Historian (Retired)

Legal constitution

Charitable company registered in England & Wales on 16/06/1995, number: 1046374
Registered at Companies House on 10/04/1995, number: 03044221

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 7 days late,

Main office

39A CANONBURY SQUARE
LONDON
N1 2AN

Objectives

THE ADVANCEMENT OF EDUCATION BY THE HOUSING EXHIBITION PROMOTION AND CONSERVATION OF WORKS OF ART IN PARTICULAR BUT NOT EXCLUSIVELY THE ITALIAN COLLECTION OF THE ERIC AND SALOME ESTORICK FOUNDATION AND THE ESTABLISHMENT AND MAINTENANCE OF GALLERIES LIBRARIES AND OTHER PLACES WHERE SUCH PURPOSES MAY BE ACHIEVED AND WHERE EDUCATION AND EDUCATIONAL RESEARCH AND ENQUIRY AND THE EXCHANGE AND DISSEMINATION OF RELEVANT VEIWS AND INFORMATION MAY HAPPEN

Defined Area of Benefit:

NOT DEFINED

Data Sources

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