Finance Score: -3

Governance Score: 4

Support Score: 11

Excess liquidity: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3

Award winner
Grant maker support: +11

Overall GiG Score: 12

LLOYDS BANK FOUNDATION FOR ENGLAND & WALES

This is a grant making charity, you can view its grants here

To be a leading grant maker supporting and working in partnership with recognised charitable organisations which help people, especially those who are disadvantaged or disabled, to play a fuller role in communities throughout England and Wales.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity is a recent Award Winner
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities
Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Income has been volatile and on several occasions in recent years less than spending

Established: 38 years

www.lloydsbankfoundation.org.uk

enquiries@lloydsbankfoundation.org.uk

02073784601

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£16,459	£19,859	£-3,400	£0	£24,886	£24,886	15	48	13
31/12/21	£19,356	£19,859	£-503	£0	£33,483	£33,237	20.1	48	12
31/12/20	£24,608	£28,204	£-3,596	£0	£32,695	£32,296	13.7	47	0
31/12/19	£19,901	£29,021	£-9,120	£0	£35,242	£34,909	14.4	43	12
31/12/18	£14,742	£23,158	£-8,416	£0	£40,767	£40,767	21.1	35	0
31/12/17	£52,103	£23,003	£29,100	£0	£50,029	£50,029	26.1	32	0
31/12/16	£13,835	£19,105	£-5,270	£0	£20,804	£20,804	13.1	28	0
31/12/15	£13,826	£24,291	£-10,465	£52	£26,409	£26,409	13	27	0
31/12/14	£13,920	£22,018	£-8,098	£110	£37,687	£37,687	20.5	24	0
31/12/13	£26,758	£24,071	£2,687	£111	£45,544	£45,544	22.7	24	0
31/12/12	£26,693	£23,718	£2,975	£138	£39,236	£39,236	19.9	24	0
31/12/11	£25,906	£24,018	£1,888	£126	£34,605	£34,605	17.3	24	0
31/12/10	£26,063	£27,013	£-950	£189	£33,741	£33,741	15	27	0
31/12/09	£22,534	£24,073	£-1,539	£303	£34,691	£34,479	17.2	29	0
31/12/08	£28,486	£26,302	£2,184	£114	£9,243	£9,243	4.2	25	0
31/12/07	£28,208	£26,520	£1,688	£110	£7,059	£7,059	3.2	27	0
31/12/06	£25,738	£25,310	£428	£0	£0	£0	n/a	0	0
31/12/05	£23,636	£23,299	£337	£0	£0	£0	n/a	0	0
31/12/04	£23,381	£22,913	£469	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 33%
Liabilities/Income: 74%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

48 employees
13 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£5,000,000
Esmee Fairbairn	£1,050,000
Lankelly Chase Foundation	£100,000
Tudor Trust	£50,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - Grant to Lloyds Bank Foundation for England & Wales (Local Motion)
£1,000,000	07/07/2021 24	Towards delegated grant-making that pools the resources, both financial and other assets, of six foundations to help local places take advantage of opportunities to work in different ways to achieve ....more Towards delegated grant-making that pools the resources, both financial and other assets, of six foundations to help local places take advantage of opportunities to work in different ways to achieve sustained change.
Sport England - Lloyds Bank Foundation / Ratio Learning Network
£15,000	04/05/2021 8	Funding under Sport England's Local Delivery Priority Places / Capacity Building funding programme for a Revenue project titled Lloyds Bank Foundation / Ratio Learning Network. This project lists its ....more Funding under Sport England's Local Delivery Priority Places / Capacity Building funding programme for a Revenue project titled Lloyds Bank Foundation / Ratio Learning Network. This project lists its main activity as Multi Sports
Lankelly Chase Foundation - Grant to LocalMotion (Lloyds Bank Foundation )
£50,000	08/01/2021	LocalMotion (Lloyds Bank Foundation )
DCMS - CMC - Lloyds Bank Foundation
£5,000,000	28/09/2020	This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution ....more This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution to voluntary and community organisations to respond to the needs of the most vulnerable and marginalised people affected by the COVID-19 crisis
Tudor Trust - Grant to Lloyds Bank Foundation for England & Wales
£50,000	18/08/2020 12	over one year towards core costs to support the set up and discovery phase of LocalMotion - a place-based collaboration between six trusts - following delays in the pace of development due to ....more over one year towards core costs to support the set up and discovery phase of LocalMotion - a place-based collaboration between six trusts - following delays in the pace of development due to Covid-19
Esmee Fairbairn - Grant to Lloyds Bank Foundation for England & Wales (Local Motion)
£50,000	06/08/2020 6	Towards Project costs towards the costs of a research and scoping phase leading to a major multi funder collaborative programme in the future.
Lankelly Chase Foundation - LocalMotion
£50,000	20/05/2019 18	To work as part of a collaboration of six foundations.
Esmee Fairbairn - Grant to Lloyds Bank Foundation for England & Wales
£50,000	23/04/2019 18	towards the costs of a research and scoping phase leading to a major multi funder collaborative programme in the future.
National Lottery Community Fund - Integrated Diagnostic Project
£191,000	27/03/2019 60	Integrated Diagnostic Project
Tudor Trust - Grant to Lloyds Bank Foundation for England & Wales
£50,000	18/03/2019 18	over 18 months towards the salary of a director and development work for LocalMotion, a place-based collaboration between six trusts
Paul Hamlyn Foundation - LocalMotion - a placed-based funders' consortium
£50,000	19/02/2019 12	This grant provides support for a placed-based funders' consortium with Lloyds Bank Foundation, Tudor Trust, Esmée Fairbairn Foundation, City Bridge Trust and Lankelly Chase Foundation.
National Lottery Community Fund - LBF and BLF Match Funding Collaboration
£500,000	22/03/2017 24	LBF and BLF Match Funding Collaboration

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Age Range of Trustees: 34-62

AJNEET JASSEY Appointed: 2024, Occupation: Lawyer

BUSHRA ANOUD AHMED Appointed: 2022, Occupation: Charity Worker, Other trusteeship: 50:50,

CHERRIE BIJA Appointed: 2023, Occupation: Manager, Other trusteeship: SWANSEA C V S,

CLAUD LEON GEORGE WILLIAMS Appointed: 2023, Occupation: Entrepreneur

DAME ANN GERALDINE LIMB DBE DL (Chair) Appointed: 2022, Other trusteeships: WAVENDON ALL MUSIC PLAN LIMITED, THE CITY AND GUILDS OF LONDON INSTITUTE, THE STABLES THEATRE LIMITED,

DARREN JOHN KNIGHT Appointed: 2020, Occupation: Charity Chief Executive, Other trusteeships: OCTAGON THEATRE TRUST LIMITED, THE LOOP DRUG CHECKING SERVICE,

JAYNE OPPERMAN Appointed: 2024, Occupation: Chief Executive

KAMRAN MALLICK Appointed: 2020, Occupation: Equality Consultant, Other trusteeship: WHEELS FOR WELLBEING,

LAURA NEEDHAM Appointed: 2024, Occupation: Auditor

RUTH ELIZABETH SUTHERLAND Appointed: 2020, Occupation: Charity Chair

REBECCA KATHARINE SHAW Appointed: 2018, Occupation: Chief Executive

SARAH CATHERINE LEGG Appointed: 2021, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 13/05/1986, number: 327114
Registered at Companies House on 13/12/1985, number: 01971242

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; all on time

Main office

SOCIETY BUILDING
8 ALL SAINTS STREET
LONDON
N1 9RL

Objectives

ANY CHARITABLE PURPOSE, INCLUDING IN PARTICULAR:A) TO ADVANCE EDUCATION AND TRAINING IN ALL ASPECTS OF KNOWLEDGE BY MEANS OF (BUT NOT LIMITED TO ) THE MAKING OF GRANTS, INCLUDING THE ESTABLISHMENT OF SCHOLARSHIPS AND PRIZES, AND OTHER LIKE AWARDS. B) TO ADVANCE SCIENTIFIC OR MEDICAL RESEARCH, ON THE CONDITION THAT ALL USEFUL RESULTS OF SUCH SCIENTIFIC OR MEDICAL RESEARCH ARE PUBLISHED, AND EDUCATION IN SCIENTIFIC OR MEDICAL RESEARCH BY MEANS OF (BUT NOT LIMITED TO) THE MAKING OF GRANTS, INCLUDING THE ESTABLISHMENT OF SCHOLARSHIPS AND PRIZES, AND OTHER LIKE AWARDS. C) TO PROMOTE THE PROVISION OF FACILITIES IN THE INTEREST OF SOCIAL AND COMMUNITY WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION AND ENJOYMENT OF THE ARTS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF PEOPLE WHO ARE DISADVANTAGED BY YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES.

Defined Area of Benefit:

PRINCIPALLY ENGLAND WALES AND ISLE OF MAN

Data Sources