Finance Score: 0

Governance Score: 1

Support Score: 5

Strong growth: +2
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 6

THE INSTITUTE FOR PHILANTHROPY

Our mission is increasing and catalysing positive social change and our strategy focuses on:- providing knowledge development opportunities and thought leadership for philanthropists and the philanthropic community- nurturing a network of philanthropists who learn from each other and work together to magnify their impact

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 22 years

www.tpw.org

info@tpw.org

02072400262

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
31/12/22		£422	£421	£1	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£371	£374	£-3	n/a	n/a	n/a	n/a	n/a
31/12/20		£253	£249	£4	n/a	n/a	n/a	n/a	n/a
31/12/19		£88	£404	£-316	n/a	n/a	n/a	n/a	n/a
31/12/18?		£7	£208	£-201	£20	£801	£801	46.2	2
30/06/17		£346	£310	£36	£0	£0	£0	n/a	0
30/06/16		£193	£275	£-83	£0	£0	£0	n/a	0
30/06/15		£64	£205	£-141	£0	£0	£0	n/a	0
30/06/14?		£144	£129	£15	£0	£0	£0	n/a	0
31/12/13		£893	£1,081	£-188	£62	£891	£1,061	11.8	9
31/12/12		£1,094	£1,528	£-433	£78	£1,046	£953	7.5	14
31/12/11		£1,110	£1,341	£-231	£88	£1,425	£1,228	11	17
31/12/10		£972	£1,037	£-65	£36	£1,569	£1,132	13.1	14
31/12/09		£1,339	£1,211	£128	£35	£1,634	£1,142	11.3	12
31/12/08		£1,260	£914	£346	£44	£1,506	£1,096	14.4	10
31/12/07		£816	£648	£168	£34	£1,159	£303	5.6	7
31/12/06		£968	£376	£592	£0	£0	£0	n/a	0
31/12/05	*	£336	£300	£36	£0	£0	£0	n/a	0
31/12/04		£309	£230	£79	£0	£0	£0	n/a	0

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Senior Staff Costs/Total Spending: 75%
Highest pay band: £100,000-£110,000

Listed activities

Education/Training
General Charitable Purposes

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

United States,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
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
CHK Foundation - CHK Discretionary Grant
£10,000	09/11/2021	to support specified work
CHK Foundation - CHK Discretionary Grant
£10,000	15/06/2020	unrestricted, to further the Charitable Objects
Indigo Trust - Strategic philanthropy education and networking
£120,000	11/02/2020	Unrestricted core funding.
Indigo Trust - Strategic philanthropy education and networking
£120,000	11/02/2020	Unrestricted core funding.
Hazelhurst Trust - Grant
£9,148	15/03/2019	Grant for philanthropy education
Tedworth Charitable Trust - Seminar on technology and philanthropy
£175	01/10/2018	Towards the costs of a seminar on technology and philanthropy.
Hazelhurst Trust - Grant
£18,000	26/06/2018	Grant for philanthropy education
Hazelhurst Trust - Grant
£1,820	12/03/2018	Philanthropy education
Indigo Trust - Promotion and improvement of philanthropy in the UK
£15,000	08/02/2018	To support core costs and likely cover areas such as pilot programmes, member engagement and member recruitment.
Indigo Trust - Promotion and improvement of philanthropy in the UK
£15,000	08/02/2018	To support core costs and likely cover areas such as pilot programmes, member engagement and member recruitment.
Hazelhurst Trust - Grant
£1,704	14/03/2017	Philanthropy education
Hazelhurst Trust - Grant
£6,332	10/05/2016	Philanthropy education
Hazelhurst Trust - Grant
£10,000	23/03/2016	Philanthropy core costs
Indigo Trust - Working to make philanthropy and charitable giving more effective
£15,000	11/03/2016	Towards core costs.
Hazelhurst Trust - Grant
£8,000	30/11/2015	Philanthropy education
Hazelhurst Trust - Grant
£740	30/11/2015	Philanthropy education
Indigo Trust - Supporting organisation merger to improve philanthropy
£40,000	06/11/2013	To support a merger with The Philanthropy Workshop West and for ongoing core costs to work jointly on improving donor education and impact.
Indigo Trust - Redevelopment of website
£15,000	09/03/2013	Redevelopment of the IfP website.
Indigo Trust - Top-up for research paper
£3,600	28/06/2011	Top-up to original grant for a piece of research on social media and philanthropy £3,600 plus VAT.
Indigo Trust - Research on social media and philanthropy
£15,000	04/04/2011	For a piece of research on social media and philanthropy,.
Indigo Trust - ICT for Development Conference
£41,506	06/12/2010	To cover the costs of an ICT for Development Conference hosted by IFP in Septmber 2011.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ELLIOTT DONNELLEY II (Chair) Appointed: 2021, Other trusteeship: GLOBAL SUSTAINABILITY NETWORK CIO,

TRACI MADDOCK Appointed: 2020, Occupation: Consultant

WILLIAM JOHN PERRIN Appointed: 2017, Other trusteeship: THE INDIGO TRUST,

Legal constitution

Charitable company registered in England & Wales on 25/09/2002, number: 1093927
Registered at Companies House on 10/09/2002, number: 04531222

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; AR21: 60 days late, AR05: 14 days late,

Main office

The West Wing
Somerset House
Strand
LONDON
WC2R 1LA

Objectives

TO ADVANCE EDUCATION AND TO PROMOTE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES AND THE EFFECTIVE USE OF CHARITABLE RESOURCES

Defined Area of Benefit:

NATIONAL

Data Sources