Finance Score: -1

Governance Score: -7

Support Score: 6

Volatile income
spending growth: -1

Only 3 Trustees: -2
Very static board: -5

Grant maker support: +6

Overall GiG Score: -2

THE MARK LEONARD TRUST

This is a grant making charity, you can view its grants here

Grant making

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be very static

Financial issues to consider:

Income has been volatile recently but spending has been maintained

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
05/04/23		£914	£1,518	£-604	£0	£21,245	£0	n/a	13
05/04/22		£422	£1,705	£-1,283	n/a	n/a	n/a	n/a	n/a
05/04/21		£1,139	£1,112	£27	£0	£21,623	£152	1.6	13
05/04/20		£1,337	£1,420	£-83	£0	£17,746	£27	0.2	14
05/04/19		£1,048	£1,383	£-336	£0	£20,928	£4	0	13
05/04/18		£2,022	£1,583	£440	£0	£19,735	£235	1.8	11
05/04/17		£916	£1,147	£-231	£0	£19,485	£0	n/a	14
05/04/16		£1,184	£1,375	£-191	£0	£17,109	£57	0.5	12
05/04/15	*	£945	£762	£183	£8	£18,264	£127	2	1
05/04/14		£534	£1,369	£-836	£8	£16,749	£-163	-1.4	1
05/04/13		£420	£841	£-421	£0	£0	£0	n/a	0
05/04/12		£749	£796	£-47	£7	£14,235	£0	n/a	1
05/04/11		£748	£708	£41	£7	£14,131	£0	n/a	1
05/04/10		£363	£613	£-250	£0	£0	£0	n/a	0
05/04/09		£412	£618	£-206	£0	£0	£0	n/a	0
05/04/08		£450	£407	£43	£0	£0	£0	n/a	0
05/04/07	*	£367	£497	£-130	£0	£0	£0	n/a	0
05/04/06		£331	£423	£-92	£0	£0	£0	n/a	0
05/04/05		£303	£265	£37	£0	£0	£0	n/a	0
05/04/04		£240	£262	£-22	£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: 4%
Liabilities/Income: 103%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.4

Asset Split ?

Established: 30 years

www.sfct.org.uk

info@sfct.org.uk

02074100330

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Italy, Throughout England, United States,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

13 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
Department for Business, Energy and Industrial Strategy - Offshore wind on-turbine electrical vessel charging system
£103,079	01/09/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10008793
Lankelly Chase Foundation - Grant to Mark Leonard Trust, The
£20,000	29/03/2021	Mark Leonard Trust, The
Lankelly Chase Foundation - Grant to Mark Leonard Trust
£20,000	19/12/2019	Contribution towards costs of landmark legal ruling on investment duties

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

ZIVI SAINSBURY Appointed: 1999

JOHN JULIAN SAINSBURY Appointed: 1994, Other trusteeships: THE LINBURY TRUST, THE ALAN AND BABETTE SAINSBURY CHARITABLE FUND, J J CHARITABLE TRUST,

MARK LEONARD SAINSBURY Appointed: 1994, Other trusteeships: J J CHARITABLE TRUST, THE SAINSBURY ARCHIVE,

Legal constitution

Charity registered in England & Wales on 22/08/1994, number: 1040323

Gift Aid

Registered with HMRC for Gift Aid

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR15: 1 days late, AR07: 1 days late,

Main office

The Sainsbury Family Charitable Tru
THE PEAK
5 Wilton Road
LONDON
SW1V 1AP

Objectives

TO OR TOWARDS OR FOR THE BENEFIT OF SUCH ONE OR MORE CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS AT SUCH TIME OR TIMES IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR DISCRETION DETERMINE

Defined Area of Benefit:

NOT DEFINED

Data Sources