National Trust for Places of Historic Interest or Natural Beauty

990 • Fiscal year 2023 • EIN 23-7128119

Mar 01, 2022 to Feb 28, 2023 • Filed on Oct 20, 2023

Organization Profile www.nationaltrust.org.uk

HeelisSwindon, Wiltshire SN22NAUk

(078) 088-9354

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.17x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

0.53x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

-8.2%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

$241,866

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1B+ nonprofits • Source year 2023

-8.9%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2022 to 2023

-5.4%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$2,368,852,000

Down $230,114,000 (-8.9%) from 2022

Net Assets

Down

$1,959,668,000

Down $314,202,000 (-14%) from 2022

Liabilities

$409,184,000

Up $84,088,000 (+26%) from 2022

Revenue And Expenses

Liabilities / Revenue40th percentile Net Margin11th percentile

Revenue

Down

$776,377,000

Down $44,147,000 (-5.4%) from 2022

Expenses

$840,091,000

Up $100,333,000 (+14%) from 2022

Net Income

Down

-$63,714,000

Down $144,480,000 (-179%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$2,368,852,000

Liabilities$409,184,000

Net Assets$1,959,668,000

Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$776,377,000

Expenses$840,091,000

Net Income-$63,714,000

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2022 to Feb 28, 2023
Signed: Oct 20, 2023
Return Version: 2022v5.0
Gross Receipts: $835,798,000

Mission and Program Overview

Mission

The National Trust was formed in 1895 to promote the permanent preservation for the benefit of the nation of lands and tenements including buildings of beauty and historic interest. It has since grown into Europes biggest conservation organisation.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Investments in Publicly Traded Securities	$1,915,865,000	$1,860,319,000	▼ $55,546,000
Land, Buildings, and Equipment, Net	$189,969,000	$217,330,000	▲ $27,361,000
Pledges and Grants Receivable	$90,153,000	$103,897,000	▲ $13,744,000
Prepaid Expenses and Deferred Charges	$46,080,000	$50,174,000	▲ $4,094,000
Accounts Receivable	$42,113,000	$46,091,000	▲ $3,978,000
Inventories for Sale or Use	$10,277,000	$11,735,000	▲ $1,458,000
Savings and Temporary Cash Investments	$3,692,000	$3,316,000	▼ $376,000
Cash and Non-Interest-Bearing Accounts	$0	$0	→ $0
Other Notes and Loans Receivable, Net	$0	$0	→ $0
Receivable From Disqualified Prsn	$0	$0	→ $0
Receivables From Officers Etc	$0	$0	→ $0
Investments Other Securities	$0	$0	→ $0
Investments Program Related	$0	$0	→ $0
Intangible Assets	$0	$0	→ $0
Loans From Officers Directors	$0	$0	→ $0
Total Assets	$2,379,139,000	$2,368,852,000	▼ $10,287,000
Other Assets Total	$80,990,000	$75,990,000	▼ $5,000,000
Liabilities
Unsecured Notes Loans Payable	$112,161,000	$170,293,000	▲ $58,132,000
Accounts Payable and Accrued Expenses	$126,054,000	$141,472,000	▲ $15,418,000
Deferred Revenue	$86,271,000	$85,909,000	▼ $362,000
Other Liabilities	$-26,887,000	$11,510,000	▲ $38,397,000
Grants Payable	$0	$0	→ $0
Mortgage Notes Payable Secured by Investment Property	$0	$0	→ $0
Escrow Account Liability	$0	$0	→ $0
Tax Exempt Bond Liabilities	$0	$0	→ $0
Total Liabilities	$297,599,000	$409,184,000	▲ $111,585,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions	$1,418,479,000	$1,377,396,000	▼ $41,083,000
Net Assets Without Donor Restrictions	$663,061,000	$582,272,000	▼ $80,789,000
Total Net Assets Fund Balance	$2,081,540,000	$1,959,668,000	▼ $121,872,000
Total Liabilities and Net Assets / Fund Balance	$2,379,139,000	$2,368,852,000	▼ $10,287,000

Asset Categories

Asset	Book Value	Depreciation	Basis
Buildings	$11,808,000	$747,000	$0
Other Land Buildings	$2,407,000	$98,285,000	$0
Land	$0	-	$0
Equipment	$203,115,000	$258,073,000	$0
Leasehold Improvements	$0	$0	$0

Endowment Activity

Period	Beginning	Contrib.	Gain/Loss	Other Uses	End
2022	$791,537,000	$13,387,000	▼ $792,000	$-12,020,000	$792,112,000
2021	$761,264,000	$8,174,000	▲ $50,227,000	$-28,129,000	$791,536,000
2020	$720,962,000	$9,459,000	▲ $64,972,000	$-34,129,000	$761,264,000
2019	$722,258,000	$25,977,000	▲ $6,668,000	$-33,942,000	$720,961,000
2018	$744,392,000	$15,167,000	▼ $3,268,000	$-34,033,000	$722,258,000

Compensation and Service Providers

Top Officer Pay5th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Hilary Mc Grady	Director General	FT	$240,378	$1,487	$241,865
Harry Bowell	Director of Land and Nature	FT	$160,093	-	$160,093
John Orna-Ornstein	Director of Culture and Engagement	FT	$145,997	-	$145,997
Andy Beer	Director of Operations	FT	$145,143	-	$145,143
Celia Richardson	Director of Communications	FT	$144,753	-	$144,753
Jan Lasik	The Solicitor	FT	$144,140	-	$144,140
Tina Lewis	Director of People	FT	$137,521	-	$137,521
Sharon Pickford	Director of Support Revenue	FT	$130,228	-	$130,228
Peter Vermeulen	Chief Financial Officer	FT	$116,507	-	$116,507
Russell Powell	Chief Financial Officer	FT	$62,720	-	$62,720

Revenue and Support

Revenue Composition

Contributions and Grants: $136,745,000
Program Service Revenue: $526,473,000
Investment Income: $24,665,000
Other Revenue: $88,494,000
All Other Contributions: $105,565,000
Change in Net Assets: $-63,714,000

Audited Revenue Reconciliation

Revenue per Audited Statements: $776,377,000
Revenue Not Reported on Financial Statements: $0
Revenue Not Reported on Form 990: $68,607,000
Other Revenue Adjustments: $0
Total Revenue per Audited Statements: $844,984,000
Total Revenue per Form 990: $776,377,000

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$503,200,000
Salaries, Compensation, and Employee Benefits	$336,891,000
Total Fundraising Expense	$11,998,000
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Other Salaries and Wages	$254,228,000	$28,924,000	$2,629,000	$285,781,000
All Other Expenses	$47,186,000	$15,508,000	$346,000	$63,040,000
Occupancy	$34,778,000	$1,000	$0	$34,779,000
Fees for Services Other	$32,612,000	$1,493,000	$319,000	$34,424,000
Pension Plan Contributions	$24,399,000	$2,776,000	$252,000	$27,427,000
Information Technology	$4,905,000	$20,381,000	$18,000	$25,304,000
Payroll Taxes	$21,068,000	$2,397,000	$218,000	$23,683,000
Advertising	$22,593,000	$36,000	$999,000	$23,628,000
Depreciation Depletion	$16,670,000	$4,182,000	$0	$20,852,000
Office Expenses	$13,532,000	$10,000	$37,000	$13,579,000
Insurance	$12,938,000	$-76,000	$0	$12,862,000
Travel	$8,025,000	$379,000	$42,000	$8,446,000
Fees for Service Investment Mgmnt Fees	$0	$0	$6,881,000	$6,881,000
Other Expenses	$4,784,000	$1,000	$0	$4,785,000
Conferences and Meetings	$0	$723,000	$0	$723,000
Fees for Services Accounting	$14,000	$690,000	$0	$704,000
Total Functional Expenses	$746,702,000	$81,391,000	$11,998,000	$840,091,000

Audited Expense Reconciliation

Line Item	Amount
Total Expenses per Audited Statements	$908,698,000
Expenses per Audited Statements	$840,091,000
Total Expenses per Form 990	$840,091,000
Expenses Not Reported on Form 990	$68,607,000
Expenses Not Reported on Financial Statements	$0
Other Expense Adjustments	$0

International Activity

International Summary

Offices: 21
Employees: 8,222
Spending: $840,091,000

International Compliance

Activity in boycott countries: No
Foreign corporation ownership: No
Foreign partnership interest: No
Interest in foreign trust: No
Passive foreign investment company interest: No
Transfers to foreign corporations: No

International Activities

Region	Activity	Services	Offices	Employees	Spending
Europe Including Iceland and Greenland	Fundraising activities	N a	21	8,222	$840,091,000

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Fundraising Direct Expenses	$0
Fundraising Gross Income	$0
Gaming Direct Expenses	$0
Gaming Gross Income	$0
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: Yes
Subject to proxy tax: No

Insider Transactions and Loans

Loans and Receivables

Line Item	Beginning	End	Change
Loans from Officers, Directors, Trustees, and Key Employees	$0	$0	→ $0
Receivables from Disqualified Persons	$0	$0	→ $0
Receivables from Officers, Directors, Trustees, and Key Employees	$0	$0	→ $0

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Defined benefit pension scheme surplus	$11,510,000

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: Yes
Annual disclosure for covered persons: Yes
Audit committee: Yes
Business relationship with 35% controlled entity: No
Business relationship with family members: No
Business relationship with organization members: No
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: Yes
Other officer compensation reviewed: Yes
Conflict-of-interest policy: Yes
Audited financial statements prepared: Yes
Key decisions subject to board approval: Yes
Management duties delegated: No

Governance Explanations

Part VI, Line 6

“A board of Trustees runs the Charity”

Part VI, Line 7A

“Board of Trustees”

Part VI, Line 7B

“Board of Trustees”

Part VI, Line 11A

“Governing Body are not finance specialists and delegate responsibility for the preparation of this form to the Chief Financial Officer and the Head of Taxation”

Part VI, Line 11B

“Form prepared by the Senior Financial Accountant then reviewed by the Head of Taxation and the Chief Financial Officer”

Part VI, Line 12C

“Review by board of Trustees”

Part VI, Line 15

“Our independent pay benchmark data confirms the Director-General's salary is comparable to the leaders of other major charities senior government civil servants and the chief executives of medium-sized private-sector organisations. Each year we access independent pay data from Korn Ferry's Public and Not-For-Profit benchmark pay data survey and XpertHR's benchmarking tool Cendex Following the Hutton Report each year the Trust monitors the pay ratio this is the relationship expressed as a multiple between the highest salary and the median salary level within the Trust to ensure salaries remain fair and appropriate. In 2022-23 the Director-General's salary was 1:9.4 times the median salary. Our pay ratio compares favourably to external benchmark data.”

Filing and Contact Details

Filer

Filer Name: National Trust
EIN: 23-7128119
In Care Of: % James Bennett
Phone: 0780889354
Address: UK
Doing Business As: National Trust

Signing Officer

Name: James Bennett
Title: Chief Financial Officer
Signed: 2023-10-20
Discuss with paid preparer: Yes

Organization Details

Formed: 1895
Voting Board Members: 11
Independent Board Members: 11
Employees: 0
Volunteers: 55,000

Preparer

Firm: National Trust
Address: HEELIS KEMBLE DRIVE, Swindon, SC 29732
Preparer: Ian Jones

Supplemental Narrative

Additional Explanations

Part III, Line 4D

“| Description:, Expense Amount:, Grants Amount:, Revenue Amount:| Acquisitions, $31778000, $0, $0|”

Part XI, Line 9

“| Description:, Explanation:, Amount:| Related to pension fund, Actuarial gains losses, $-56291000|”

Financial Statement Notes

Part XI, line 2D

“Removal of subsidiary companies to leave just charity”

Part XII, line 2D

“Removal of subsidiary companies to leave just charity”

Raw XML AppendixShowing 400 of 935 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt	5	Director of Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt	6	The Solicitor
IRS990/Form990PartVIISectionAGrp/TitleTxt	7	Director of Support Revenue
IRS990/Form990PartVIISectionAGrp/TitleTxt	8	Director of People
IRS990/Form990PartVIISectionAGrp/TitleTxt	9	Chief Financial Officer
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,368,852,000
Liabilities: $409,184,000
Net assets: $1,959,668,000
Revenue: $776,377,000
Expenses: $840,091,000
Net income: -$63,714,000

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2,482	$390	$2,091	$899	$973	$74.3
2024Detailed filing. Detailed filing data is available for this year.	$2,432	$395	$2,037	$839	$895	$55.5
2023Detailed filing. Detailed filing data is available for this year.	$2,369	$409	$1,960	$776	$840	$63.7
2022Detailed filing. Detailed filing data is available for this year.	$2,599	$325	$2,274	$821	$740	$80.8
2021Detailed filing. Detailed filing data is available for this year.	$2,444	$445	$1,999	$797	$681	$117