Finance Score: -3

Governance Score: 3

Support Score: 5

Fundraising costs high: -3

Good trustee age range: +3

Overall weighted support: +5

Overall GiG Score: 5

THE LILY FOUNDATION

We fund research to improve diagnosis, develop treatments and we hope to ultimately find a cure for Mitochondrial Disease. We help build support networks by connecting affected families and also offer direct family support. We aim to raise awareness of mitochondrial disease by improving patient access to information, supporting professional training, and speaking at schools and public events.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age

Financial issues to consider:

Fundraising costs are high relative to funds raised

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
31/08/23	£1,437	£1,297	£139	£344	£1,380	£1,244	11.5	12	30
31/08/22	£939	£680	£259	£240	£1,241	£1,241	21.9	9	30
31/08/21	£581	£508	£73	£121	£981	£981	23.2	5	30
31/08/20	£709	£817	£-108	£178	£909	£909	13.3	5	30
31/08/19	£953	£747	£206	£227	£1,017	£1,017	16.3	5	30
31/08/18	£803	£913	£-110	£235	£811	£811	10.7	5	0
31/08/17	£844	£711	£134	£210	£921	£921	15.6	4	0
31/08/16	£737	£525	£212	£241	£788	£788	18	4	0
31/08/15	£612	£448	£164	£219	£576	£573	15.4	3	0
31/08/14	£536	£426	£110	£188	£411	£405	11.4	2	0
31/08/13	£421	£376	£45	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12	£326	£289	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11	£388	£288	£100	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10	£246	£231	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09	£213	£217	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08	£180	£73	£107	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 27.2%
Fundraising Costs/Total Spending: 26.6%
Senior Staff Costs/Total Spending: 13%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 26%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 11.5 months
Net Current Assets/Spending: 15 months
Quick Ratio: 7.7

Asset Split ?

Balance Sheet History

Established: 17 years

www.thelilyfoundation.org.uk

liz@thelilyfoundation.org.uk

0300 400 1234

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Outpatient support services

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

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

Who supports them? ?

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

Garfield Weston Foundation	£25,000
The Michael And Betty Little Trust	£20,000
National Lottery Community Fund	£9,500
DCMS	£9,250

Specific Donations

Amount	When Months	To be used for
The Michael And Betty Little Trust - The Lily Foundation
£20,000	23/09/2023	Fighting mitochondrial disease
Co-Operative Group - Grant to The Lily Foundation
£1,268	22/10/2022	We aim to ensure that those who suffer from mitochondrial disease, especially those who have been shielding for over 12 months, have access to psychological support as lockdown restrictions ease.
Co-Operative Group - Grant to The Lily Foundation
£893	23/10/2021	We'd like to continue providing support to mitochondrial disease sufferers who may feel fragmented and isolated during Covid-19.
National Lottery Community Fund - Supporting people with mitochondrial disease
£9,500	03/09/2021	The funding will be used to deliver one to one support coffee mornings and provide updated information and resources for people living with mitochondrial disease and their families. The project aims to improve their wellbeing and reduce the feeling ....more The funding will be used to deliver one to one support coffee mornings and provide updated information and resources for people living with mitochondrial disease and their families. The project aims to improve their wellbeing and reduce the feeling of isolation.
DCMS - Coronavirus Community Support Fund
£9,250	25/06/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Garfield Weston Foundation - Main Grants award
£25,000	14/02/2020	Supporting people with mitochondrial disease
National Lottery Community Fund - Patient Information Days
£8,560	09/10/2019 12	Patient Information Days
Masonic Trust - Residential weekend for families affected by Mitochondrial Disease
£20,000	19/10/2016	Residential weekend for families affected by Mitochondrial Disease to give young patients and parents access to specialist medical professionals and a support network.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 39-69

BEN CARTER (Chair) Appointed: 2012, Occupation: Director

CHARLES KIRK Appointed: 2023, Occupation: Retired (Doctor Of Medicine)

CLAIRE RILEY Appointed: 2020, Occupation: Director

DEAN CURTIS Appointed: 2018, Occupation: Managing Director

DEAN STEPHEN BOOTH Appointed: 2023, Occupation: Commercial Director Private Care

HELEN MARIE RIDER Appointed: 2007, Occupation: Relationship Mgr

JOHN ELLIOTT SYMONS Appointed: 2007, Occupation: Director

JOHN SPYROU Appointed: 2013, Occupation: Solicitor

RUPINDER BAINS Appointed: 2013, Occupation: Lawyer

Legal constitution

Charitable company registered in England & Wales on 19/12/2007, number: 1122071
Registered at Companies House on 16/10/2007, number: 06400879

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 risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

16 returns made; all on time

Recent reorganisation events:

Asset transfer in from BABY JAMES' STARLIGHT TRUST on 26/09/2022

Main office

31 WARREN PARK
WARLINGHAM
CR6 9LD

Objectives

1) TO PROMOTE THE PHYSICAL AND MENTAL HEALTH OF SUFFERERS OF MITOCHRONDRIAL DISEASE AND OTHER METABOLIC DISORDERS IN THE UNITED KINGDOM THROUGH THE PROVISION OF FINANCIAL ASSISTANCE, SUPPORT, EDUCATION AND PRACTICAL ADVICE.2) TO PROMOTE RESEARCH INTO THE CAUSES AND TREATMENT OF MITOCHONDRIA DISEASE AND OTHER METABOLIC DISORDERS ON TERMS THAT THE USEFUL RESULTS OF SUCH RESEARCH ARE PUBLISHED.3) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF MITOCHRONDRIAL DISEASE AND OTHER METABOLIC DISORDERS.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources

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