Finance Score: 1
Governance Score: 4
Support Score: 9
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • No volunteer policy: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Award winner
  • Overall weighted support: +9
Overall GiG Score: 14 ?

LLOYDS BANK FOUNDATION FOR ENGLAND & WALES

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 a grant maker 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:

  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£19,219£24,221£-5,002£0£21,148£21,14810.550428
31/12/22£16,459£19,859£-3,400£0£24,886£24,886154813
31/12/21£19,356£19,859£-503£0£33,483£33,23720.14812
31/12/20£24,608£28,204£-3,596£0£32,695£32,29613.7470
31/12/19£19,901£29,021£-9,120£0£35,242£34,90914.44312
31/12/18£14,742£23,158£-8,416£0£40,767£40,76721.1350
31/12/17£52,103£23,003£29,100£0£50,029£50,02926.1320
31/12/16£13,835£19,105£-5,270£0£20,804£20,80413.1280
31/12/15£13,826£24,291£-10,465£52£26,409£26,40913270
31/12/14£13,920£22,018£-8,098£110£37,687£37,68720.5240
31/12/13£26,758£24,071£2,687£111£45,544£45,54422.7240
31/12/12£26,693£23,718£2,975£138£39,236£39,23619.9240
31/12/11£25,906£24,018£1,888£126£34,605£34,60517.3240
31/12/10£26,063£27,013£-950£189£33,741£33,74115270
31/12/09£22,534£24,073£-1,539£303£34,691£34,47917.2290
31/12/08£28,486£26,302£2,184£114£9,243£9,2434.2250
31/12/07£28,208£26,520£1,688£110£7,059£7,0593.2270
31/12/06£25,738£25,310£428n/an/an/an/an/an/a
31/12/05£23,636£23,299£337n/an/an/an/an/an/a
31/12/04£23,381£22,913£469n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 43%
Liabilities/Income: 85%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.5 months
Net Current Assets/Spending: 6 months
Quick Ratio: 0.5
Asset Split ?
Balance Sheet History
Established: 38 years

www.lloydsbankfoundation.org.uk

enquiries@lloydsbankfoundation.org.uk

02073784610

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • 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
  • Throughout England And Wales,
Who it helps
  • Other Charities Or Voluntary Bodies

Who supports them? ?

Awards received
  • Charity Awards 2019 Grantmaking & funding
Donations from Grant Makers ?

We have details on the following 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£50,000
Tudor Trust£50,000
Specific Donations
Amount When
Months
To be used for
The Legal Education Foundation - Research Project - The Value of By and For Organisations
£10,000 11/06/2024
Co-funding a research project looking at the distinct characteristics and value of By and For organisations. The research aims to increase understanding about the role equity and user-led ....more
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
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
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
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
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
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed

Age Range of Trustees: 34-63
  • AJNEET JASSEY Appointed: 2024, Occupation: Lawyer
  • BUSHRA ANOUD AHMED Appointed: 2022, Occupation: Charity Worker
  • CHERRIE BIJA Appointed: 2023, Occupation: Manager
  • CLAUD LEON GEORGE WILLIAMS Appointed: 2023, Occupation: Entrepreneur
  • DAME ANN GERALDINE LIMB DBE DL (Chair) Appointed: 2022
  • DARREN JOHN KNIGHT Appointed: 2020, Occupation: Charity Chief Executive
  • KAMRAN MALLICK Appointed: 2020, Occupation: Equality Consultant
  • 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
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 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

Charity Commission for England and Wales
360 Giving

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