Finance Score: 0

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2

Narrow trustee age band: -2
Dynamic board: +3

No supporters identified

Overall GiG Score: 1

JOHN LEWIS PARTNERSHIP FOUNDATION

To advance general charitable purposes, acting alone or in association with others, by such charitable activities as the Trustees shall determine, to include (without limitation) charitable activities designed to benefit the communities in the UK and overseas in which those who produce products supplied to John Lewis & Partners (being the trading division of John Lewis plc) live and work.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been 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
29/01/23		£1,080	£682	£398	£0	£1,423	£1,173	20.6	0
29/01/22		£854	£592	£262	£0	£1,025	£1,025	20.8	0
29/01/21		£491	£726	£-235	n/a	n/a	n/a	n/a	n/a
29/01/20		£722	£834	£-112	£0	£998	£998	14.4	0
29/01/19		£758	£924	£-166	£0	£765	£765	9.9	0
31/01/18		£708	£627	£81	£0	£931	£931	17.8	0
29/01/17		£916	£795	£121	£0	£850	£850	12.8	0
31/01/16		£376	£178	£198	£0	£0	£0	n/a	0
31/01/15		£125	£36	£88	£0	£0	£0	n/a	0
31/01/14		£41	£161	£-120	£0	£0	£0	n/a	0
31/01/13		£54	£89	£-35	£0	£0	£0	n/a	0
31/01/12		£110	£132	£-22	£0	£0	£0	n/a	0
31/01/11		£62	£14	£48	£0	£0	£0	n/a	0
31/01/10		£61	£198	£-137	£0	£0	£0	n/a	0
31/01/09		£47	£8	£39	£0	£0	£0	n/a	0
31/01/08	*	£353	£2	£351	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 20.6 months
Net Current Assets/Spending: 25 months
Quick Ratio: 10.2

Asset Split ?

Established: 17 years

www.johnlewisfoundation.org

johnlewisfoundation@johnlewis.co.uk

02075925658

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Cambodia, China, India, Scotland, Throughout England And Wales, Vietnam,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 41-54

CEIRA THOM Appointed: 2024, Occupation: Head Of Learning

MARIJA ROMPANI Appointed: 2021, Occupation: Director

ANDREW HOAD Appointed: 2021, Occupation: Director

DAVID COPE Appointed: 2024, Occupation: Sustainability Advisor

NICOLA WALLER Appointed: 2023, Occupation: Head Of Category

NYIKA BRAIN Appointed: 2021, Occupation: Independent Advisor, Other trusteeship: THE ONE FOUNDATION,

SIMON BISHOP Appointed: 2018, Occupation: Director

SARAH GILLARD Appointed: 2017, Occupation: Head Of Strategy

PAUL BUCHANAN Appointed: 2015, Occupation: Charity Director, Other trusteeship: THE BOXING ACADEMY FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 28/02/2007, number: 1118162
Registered at Companies House on 19/01/2007, number: 06058796

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
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
Risk management
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

16 returns made; AR08: 86 days late,

Main office

171 Victoria Street
London
SW1E 5NN

Objectives

TO ADVANCE GENERAL CHARITABLE PURPOSES, ACTING ALONE OR IN ASSOCIATION WITH OTHERS, BY SUCH CHARITABLE ACTIVITIES AS THE TRUSTEES SHALL DETERMINE, TO INCLUDE (WITHOUT LIMITATION) CHARITABLE ACTIVITIES DESIGNED TO BENEFIT THE COMMUNITIES IN THE UK AND OVERSEAS IN WHICH THOSE WHO PRODUCE PRODUCTS FOR JOHN LEWIS STORES LIVE AND WORK

Defined Area of Benefit:

UK AND OVERSEAS

Data Sources