Finance Score: 0

Governance Score: 1

Support Score: 0

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

No supporters identified

Overall GiG Score: 1

LEICESTERSHIRE, LEICESTER AND RUTLAND COMMUNITY FOUNDATION

ENABLES INDIVIDUALS, COMPANIES AND PUBLIC BODIES TO GIVE TO SUPPORT CHARITY AND COMMUNITY NEEDS, BY HELPING DONORS SET UP NAMED FUNDS - EITHER FOR TIME-LIMITED GRANTMAKING, OR BY GENERATING INVESTMENT INCOME FOR "PERPETUAL" GIVING.OPERATES AN ACCESSIBLE AND MONITORED GRANT MAKING PROCESS, MAINLY TO GROUPS ACROSS LEICESTERSHIRE AND RUTLAND, BUT BEYOND IF REQUIRED.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Established: 14 years
(20 years as a company)

www.llrcommunityfoundation.org.uk

admin@llrcommunityfoundation.org.uk

01162624916

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
31/03/23		£1,308	£834	£474	£52	£4,459	£151	2.2	5	0
31/03/22		£714	£715	£0	£46	£4,170	£123	2.1	5	1
31/03/21		£1,993	£1,715	£278	£45	£3,886	£110	0.8	4	13
31/03/20	*	£823	£691	£132	£52	£2,963	£63	1.1	5	0
31/03/19		£760	£805	£-45	£61	£2,985	£71	1.1	5	0
31/03/18		£660	£600	£60	£59	£2,861	£91	1.8	5	0
31/03/17		£515	£484	£31	£59	£2,837	£112	2.8	5	0
31/03/16		£631	£535	£96	£96	£2,397	£87	1.9	5	0
31/03/15		£533	£453	£80	£117	£2,406	£97	2.6	4	0
31/03/14		£812	£649	£163	£115	£1,947	£64	1.2	5	0
31/03/13	*	£375	£304	£71	£0	£0	£0	n/a	0	0
31/03/12		£390	£304	£87	£0	£0	£0	n/a	0	0
31/03/11		£556	£415	£141	£34	£1,064	£74	2.1	3	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: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 2.2 months
Net Current Assets/Spending: 12 months
Quick Ratio: 28.8

Asset Split ?

Listed activities

Accommodation/Housing
Amateur Sport
Animals
Arts/Culture/Heritage/Science
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

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Leicester City, Leicestershire, Rutland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

5 employees

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.

Specific Donations

Amount	When Months	To be used for
Samworth Foundation - Community Support
£56,151	25/02/2016 36	To support the development of monitoring and evaluation of impact of local giving to local causes and community based work.
Samworth Foundation - Community Support
£56,151	31/01/2016	To support the development of monitoring and evaluation of impact of local giving to local causes and community based work.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-73

MARK TYSON ROBINSON Appointed: 2022, Occupation: Chief Executive

DAVID MICHAEL ANDREWS DL Appointed: 2022, Other trusteeships: THE SIR ANDREW MARTIN TRUST FOR YOUNG PEOPLE, Steps Conductive Education Centre,

IAN PATRICK MCCORMACK Appointed: 2017, Occupation: Investment Manager

JUSTINE SAMANTHA FLACK Appointed: 2012, Occupation: None

RICHARD JONATHAN COLTON Appointed: 2018, Occupation: Packaging Distributor

STUART GRAHAM DAWKINS (Chair) Appointed: 2012, Occupation: Company Director

VIJAY SHARMA Appointed: 2017, Occupation: Consultant, Other trusteeships: LEICESTER THEATRE TRUST LIMITED, COPE CHILDRENS TRUST, EAST MIDLANDS AMBULANCE SERVICE NHS TRUST CHARITABLE FUND AND OTHER RELATED CHARITIES,

JENNIFER SUSAN HAND Appointed: 2022, Occupation: Director, Other trusteeship: THE LEICESTER SYMPHONY ORCHESTRA LIMITED,

KEVIN MICHAEL HUDSON Appointed: 2024, Occupation: Tutor, Other trusteeship: SOFT TOUCH ARTS LIMITED,

Legal constitution

Charitable company registered in England & Wales on 30/03/2010, number: 1135322
Registered at Companies House on 30/07/2003, number: 04851054

Gift Aid

Registered with HMRC for Gift Aid

Event History

30/12/2019 - Asset transfer in from CHARITIES IN CONNECTION WITH ALDERMAN NEWTON'S SCHOOL
30/12/2019 - Asset transfer in from CHARITIES IN CONNECTION WITH THE CITY OF LEICESTER SCHOOL
30/12/2019 - Asset transfer in from CHARITIES IN CONNEXION WITH RUSHEY MEAD SCHOOL
30/12/2019 - Asset transfer in from GIRLS' SECONDARY GRAMMAR SCHOOL PRIZE FUND
30/12/2019 - Asset transfer in from A H HEADLEY BEQUEST NO 1
30/12/2019 - Asset transfer in from A H HEADLEY BEQUEST NO 2
30/12/2019 - Asset transfer in from THE WPB PEARSON BEQUEST
03/11/2020 - Asset transfer in from HUNTLEY AND PALMERS BENEVOLENT FUND
25/05/2023 - Asset transfer in from MARJORIE WRIGHT SCHOLARSHIP FUND
25/05/2023 - Asset transfer in from CHARITIES IN CONNECTION WITH HUMPHREY PERKINS HIGH SCHOOL
25/05/2023 - Asset transfer in from RICHARD SPRIGGS MEMORIAL PRIZES
25/05/2023 - Asset transfer in from CHARITIES IN CONNEXION WITH LOUGHBOROUGH BURLEIGH COLLEGE
25/05/2023 - Asset transfer in from LUTTERWORTH GRAMMAR SCHOOL
25/05/2023 - Asset transfer in from THE LONGWILL EDUCATIONAL FOUNDATION
25/05/2023 - Asset transfer in from LORD MAYNARD'S TRUST
25/05/2023 - Asset transfer in from THE DOCTOR PETER HILL PRIZE FUND
25/05/2023 - Asset transfer in from THE LONGWILL AGRICULTURAL SCHOLARSHIPS
25/05/2023 - Asset transfer in from CHARITIES IN CONNEXION WITH LOUGHBOROUGH BURLEIGH COLLEGE
20/07/2023 - Asset transfer in from MARIA PHEASANT'S BEQUEST

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

13 returns made; AR20: 11 days late, AR13: 10 days late,

Recent reorganisation events:

Asset transfer in from CHARITIES IN CONNECTION WITH ALDERMAN NEWTON'S SCHOOL on 30/12/2019
Asset transfer in from CHARITIES IN CONNECTION WITH THE CITY OF LEICESTER SCHOOL on 30/12/2019
Asset transfer in from CHARITIES IN CONNEXION WITH RUSHEY MEAD SCHOOL on 30/12/2019
Asset transfer in from GIRLS' SECONDARY GRAMMAR SCHOOL PRIZE FUND on 30/12/2019
Asset transfer in from A H HEADLEY BEQUEST NO 1 on 30/12/2019

....more

Main office

LEICESTERSHIRE LEICESTER AND
RUTLAND COMMUNITY FOUNDATION
3 WYCLIFFE STREET
LEICESTER
LE1 5LR

Objectives

A THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY OF LEICESTERSHIRE, LEICESTER AND RUTLAND AND ITS IMMEDIATE NEIGHBOURHOOD (THE 'AREA OF BENEFIT'), AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF GOOD HEALTH, BOTH MENTAL AND PHYSICAL, AND THE RELIEF OF POVERTY AND SICKNESS INCLUDING THE NEEDS OF CARERSB OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE, IN THE OPINION OF THE BOARD OF TRUSTEES, BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THOSE IN THE AREA OF BENEFIT

Defined Area of Benefit:

LEICESTERSHIRE, LEICESTER AND RUTLAND

Data Sources