Finance Score: -1

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Excess reserves: -3
Spending falling: -1

Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 5

SANTANDER UK FOUNDATION LIMITED

Grantmaking to UK charities working within the published charitable priorities of the Santander Foundation.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
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
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,424,015 available, equivalent to 30 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

Established: 34 years

www.santanderfoundation.org.uk

grants@santander.co.uk

07922577773

Charity Commission for England and Wales

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
31/12/22	£3,356	£2,136	£1,220	£0	£20,746	£5,424	30.5	0	0
31/12/21	£3,677	£2,309	£1,368	£0	£21,794	£4,229	22	0	1
31/12/20	£4,387	£3,452	£934	£0	£19,539	£2,889	10	0	1
31/12/19	£3,491	£2,185	£1,305	£0	£18,179	£1,984	10.9	0	1
31/12/18	£5,591	£5,563	£28	£0	£15,202	£710	1.5	0	1
31/12/17	£5,558	£5,501	£57	£0	£16,193	£714	1.6	0	0
31/12/16	£5,809	£5,598	£211	£0	£15,235	£694	1.5	0	0
31/12/15	£5,551	£5,897	£-346	£52	£13,357	£523	1.1	0	0
31/12/14	£5,578	£5,485	£92	£51	£13,811	£913	2	0	0
31/12/13	£5,803	£5,963	£-160	£35	£13,028	£864	1.7	1	0
31/12/12	£5,347	£4,344	£1,003	£100	£12,366	£10,947	30.2	0	0
31/12/11	£4,080	£4,023	£57	£5	£10,429	£9,146	27.3	0	0
31/12/10	£3,551	£3,735	£-184	£2	£10,750	£9,561	30.7	0	0
31/12/09	£3,298	£3,375	£-77	£5	£10,031	£550	2	0	0
31/12/08	£2,783	£2,629	£154	£15	£9,138	£8,001	36.5	0	0
31/12/07	£2,618	£2,802	£-184	£15	£10,794	£126	0.5	0	0
31/12/06	£1,920	£1,990	£-70	£0	£0	£0	n/a	0	0
31/12/05	£1,282	£1,359	£-76	£0	£0	£0	n/a	0	0
31/12/04	£1,890	£1,772	£118	£0	£0	£0	n/a	0	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: 3%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 26%
Reserves/Spending: 30.5 months
Net Current Assets/Spending: 29 months
Quick Ratio: 9.5

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Guernsey, Isle Of Man, Jersey, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 34-63

CARLOS TAPIA MONTES Appointed: 2023, Occupation: Director

CHRISTOPHER JEREMY ANDERSON Appointed: 2020, Occupation: Director

DANNY JONES Appointed: 2020, Occupation: Banking

HANNAH ELIZABETH CAMERON Appointed: 2023, Occupation: Director

JOSEPHINE ELIZABETH CLAPHAM Appointed: 2023, Occupation: Director

JUDITH MARY MORAN (Chair) Appointed: 2020, Occupation: Charity Director, Other trusteeship: OPEN WING TRUST,

SAMUEL INSKIP Appointed: 2023, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 17/06/1990, number: 803655
Registered at Companies House on 08/06/1990, number: 02509711

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from NFOQUE UK FOUNDATION on 11/05/2022

Main office

Santander UK Plc
Santander House
201 Grafton Gate East
MILTON KEYNES
MK9 1AN

Objectives

TO SUPPORT SUCH CHARITABLE INSTITUTION OR INSTITUTIONS, NOT FOR PROFIT ORGANISATIONS AND COMMUNITY INTEREST COMPANIES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE CONCERNED WITH THE PRESERVATION AND PROTECTION OF GOOD HEALTH, THE RELIEF OF POVERTY, DISTRESS AND SICKNESS, THE ADVANCEMENT OF PUBLIC EDUCATION, THE RELIEF OF SUFFERING OF ANIMALS AND THE PRESERVATION AND PROTECTION OF THE ENVIRONMENT PROVIDED THAT ANY SUCH SUPPORT SHALL BE CONDITIONED UPON IT BE APPLIED SOLELY FOR CHARITABLE PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources