Overall GiG Score: 5 ?
Finance Score: -6
Governance Score: 3
Support Score: 8
  • Excess liquidity: -1
  • Multiple Deficits: -2
  • Fundraising costs high: -3
  • Good trustee age range: +3
  • Grant maker support: +8

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 multiple prominent grant makers recently
  • The Board appears to be well diversified in terms of age

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are extremely high relative to funds raised
Established: 16 years

www.thelilyfoundation.org.uk

liz@thelilyfoundation.org.uk

0300 400 1234

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
31/08/22£939£680£259£240£1,241£1,24121.9930
31/08/21£581£508£73£121£981£98123.2530
31/08/20£709£817£-108£178£909£90913.3530
31/08/19£953£747£206£227£1,017£1,01716.3530
31/08/18£803£913£-110£235£811£81110.7510
31/08/17£844£711£134£210£921£92115.640
31/08/16£737£525£212£241£788£7881840
31/08/15£612£448£164£219£576£57315.430
31/08/14£536£426£110£188£411£40511.420
31/08/13£421£376£45£0£0£0n/a00
31/08/12£326£289£37£0£0£0n/a00
31/08/11£388£288£100£0£0£0n/a00
31/08/10£246£231£15£0£0£0n/a00
31/08/09£213£217£-3£0£0£0n/a00
31/08/08£180£73£107£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 31.7%
Fundraising Costs/Total Spending: 35.3%
Senior Staff Costs/Total Spending: 23%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 21%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 21.9 months
Net Current Assets/Spending: 22 months
Quick Ratio: 4.6
Asset Split ?
What it does
  • Disability
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 9 employees
  • 30 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
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'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.

Major supporters in last 5 years
Garfield Weston Foundation£25,000
Department for Work and Pensions£20,337
The Michael And Betty Little Trust£20,000
National Lottery Community Fund£18,060
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 ....more
Department for Work and Pensions - CLUB FOOTBALL OF CALTHORPE
£20,337 01/04/2021
To support customers aged 18-24 to be ready to take up kickstart vacancies.
Foundation Scotland - Grant to Lily Foundation
£1,250 09/02/2021
Donation from the Stuart Cormack Memorial Trust
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 ....more
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.
Show more rows

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: 38-69
  • BEN CARTER (Chair) Appointed: 2012, Occupation: Director
  • CHARLES KIRK Appointed: 2023, Occupation: Retired (Doctor Of Medicine)
  • DEAN CURTIS Appointed: 2018, Occupation: Managing Director
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
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
15 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

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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