Finance Score: -5

Governance Score: 6

Support Score: 3

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 4

THE SIR SIMON MILTON FOUNDATION

The overriding aim of the charity is to continue delivering Sir Simon's vision of a caring City of Westminster that offers opportunity for all. The charity is focused on two key strands of work, primarily in Westminster, supporting: younger people, particularly in education and training; and older people in need, especially those who are lonely or socially isolated.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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	Volun- teers
31/12/23	£99	£311	£-212	n/a	n/a	n/a	n/a	n/a	0
31/12/22	£168	£306	£-138	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£70	£258	£-187	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£131	£440	£-309	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£545	£483	£61	£124	£2,430	£2,377	59	4	30
31/12/18	£456	£418	£38	£0	£0	£0	n/a	0	0

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Senior Staff Costs/Total Spending: 33%
Highest pay band: £80,000-£90,000

Established: 7 years

www.sirsimonmiltonfoundation.com

info@sirsimonmiltonfoundation.com

07971 092 773

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Other Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides other finance

Where it operates

City Of Westminster, Northern Ireland, Scotland,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

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
The Berkeley Foundation - Christmas hampers
£14,502	09/11/2021	A grant supporting the purchase and distribution of Christmas hampers for isolated and vulnerable people in Westminster.
The Berkeley Foundation - Christmas Hampers
£13,184	05/09/2020	A grant supporting the purchase and distribution of Christmas hampers for isolated and vulnerable people in Westminster.
The Berkeley Foundation - Christmas Hampers
£13,184	30/05/2019	One-off grant supporting the purchase and distribution of Christmas hampers for isolated elderly people in Westminster.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANNE CAROLINE WALKER Appointed: 2018

CATHARINE JANE EASTON Appointed: 2023

LISA MILTON Appointed: 2012

POLLY PLUNKET-CHECKEMIAN Appointed: 2023

SUSAN HANTMAN Appointed: 2023

TIMOTHY COHEN Appointed: 2024

DAVID SHAW OBE (Chair) Appointed: 2023, Other trusteeship: ORPHEUS SINFONIA FOUNDATION,

ROBERT JONATHAN DAVIS MBE DL Appointed: 2012, Other trusteeship: Go Live Theatre Projects,

SIMON THOMAS Appointed: 2018, Other trusteeship: THE HIPPODROME CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 29/08/2017, number: 1174405

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

6 returns made; all on time

Main office

Sir Simon Milton Foundation
6 Trull Farm Buildings
Trull
TETBURY
Gloucestershire
GL8 8SQ

Objectives

THE OBJECTS OF THE CLO ARE:3.1 TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY RELIEVING THE NEEDS OF PEOPLE, INCLUDINGOLDER PEOPLE, PARTICULARLY BUT NOT EXCLUSIVELY IN THE CITY OF WESTMINSTER, WHO ARE EXCLUDEDFROM SOCIETY OR PARTS OF SOCIETY, AS A RESULT OF FINANCIAL HARDSHIP, LONELINESS, SICKNESS AND POORHEALTH.3.2 TO ACT AS A RESOURCE FOR YOUNG PEOPLE LIVING IN THE BOROUGHS OF GREATER LONDON, IN PARTICULARIN THE CITY OF WESTMINSTER, BY PROVIDING ADVICE AND ASSISTANCE AND ORGANISING PROGRAMMES OFPHYSICAL, EDUCATIONAL AND OTHER ACTIVITIES AS A MEANS OF:(A) ADVANCING IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS,CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY ASINDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS, INCLUDING PREPARING THEMFOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION;(B) ADVANCING EDUCATION;(C) RELIEVING UNEMPLOYMENT; AND(D) PROVIDING RECREATIONAL AND LEISURE TIME ACTIVITY IN THE INTERESTS OF SOCIALWELFARE FOR PEOPLE LIVING IN THE AREA OF BENEFIT WHO HAVE NEED BY REASON OFTHEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMICCIRCUMSTANCES WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE OF SUCHPERSONS.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CID FOR THEPURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEEINVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources