Finance Score: -3

Governance Score: 0

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

THE JOY AND MALCOLM LYONS FOUNDATION

To distribute the income of the trust to various charitable causes as determined by Mr M S Lyons during his lifetime and thereafter by the trustees.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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
05/04/23		£4	£220	£-217	n/a	n/a	n/a	n/a	n/a
05/04/22		£252	£76	£176	n/a	n/a	n/a	n/a	n/a
05/04/21		£12	£28	£-16	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£3	£34	£-31	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£1	£31	£-31	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£225	£30	£195	£0	£0	£0	n/a	0
05/04/17		£13	£16	£-4	£0	£0	£0	n/a	0
05/04/16		£11	£16	£-5	£0	£0	£0	n/a	0
05/04/15		£19	£11	£8	£0	£0	£0	n/a	0
05/04/14		£24	£23	£1	£0	£0	£0	n/a	0
05/04/13		£0	£20	£-20	£0	£0	£0	n/a	0
05/04/12	*	£1	£83	£-82	£0	£0	£0	n/a	0
05/04/11	*	£2	£54	£-51	£0	£0	£0	n/a	0
05/04/10		£12	£39	£-28	£0	£0	£0	n/a	0
05/04/09		£154	£50	£103	£0	£0	£0	n/a	0
05/04/08		£102	£51	£51	£0	£0	£0	n/a	0
05/04/07		£3	£55	£-52	£0	£0	£0	n/a	0
05/04/06		£4	£49	£-45	£0	£0	£0	n/a	0
05/04/05	*	£196	£86	£109	£0	£0	£0	n/a	0
05/04/04		£70	£100	£-30	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 28 years

02083599988

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

THE JOY AND MALCOLM LYONS FOUNDATION

Analysis by Giving is Great

Positives:

Regulatory & Governance issues to consider:

Financial issues to consider:

Financial Data ?

Income & Spending ?

Sources of Income ?

UN SDGs

Listed activities

GiG Classification

How it operates

Where it operates

Who it helps

Who's supporting them? ?

How is it governed?

Trustees (3)

Gender Split

Legal constitution

Gift Aid

Policies in force

Filing Record

Main office

Objectives

Defined Area of Benefit:

Data Sources

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