Finance Score: 1

Governance Score: -7

Support Score: 6

Liabilities <10%: +3
Excess reserves: -3
Multiple Deficits: -2
Fundraising costs low: +3

Only 3 Trustees: -2
Narrow trustee age band: -2
All male board: -3

Overall weighted support: +6

Overall GiG Score: 0

THE BULLDOG TRUST LIMITED

The Trust provides financial and advisory assistance to early-stage charities and social impact projects through provision of unrestricted development grants and pro-bono professional expertise. Activities at headquarters, Two Temple Place include the Winter Exhibition Programme promoting UK museums and are designed to maximise the charitable benefit of the house and support the work of the Trust.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Why are there only 3 trustees?
Why is the Board completely male?
The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £8,674,713 available, equivalent to 38 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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
30/06/23		£2,910	£2,733	£177	£1	£9,262	£8,675	38.1	19	160
30/06/22		£2,058	£2,277	£-220	£0	£9,138	£8,633	45.5	16	0
30/06/21		£2,556	£2,189	£366	£0	£9,544	£8,705	47.7	12	0
30/06/20		£2,919	£3,335	£-417	£0	£9,100	£8,824	31.7	18	184
30/06/19		£2,426	£1,970	£456	£14	£9,742	£9,286	56.6	17	20
30/06/18		£2,622	£2,599	£22	£0	£9,218	£9,097	42	16	0
30/06/17		£1,319	£1,221	£98	£8	£9,143	£8,858	87	15	0
30/06/16		£1,181	£1,388	£-207	£7	£8,696	£8,400	72.6	13	0
30/06/15		£1,491	£1,902	£-411	£263	£8,854	£8,548	53.9	8	0
30/06/14?		£1,170	£1,386	£-216	£295	£9,269	£9,189	79.6	8	0
31/03/13		£742	£998	£-256	£30	£9,225	£9,160	110.2	7	0
31/03/12		£595	£805	£-210	£11	£9,202	£9,152	136.5	6	0
31/03/11	*	£642	£593	£49	£13	£9,354	£9,354	189.4	4	0
31/03/10		£609	£555	£54	£285	£9,046	£6,837	147.8	4	0
31/03/09		£9,587	£372	£9,215	£31	£8,951	£6,697	215.9	1	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 7%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 38.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.8

Asset Split ?

Balance Sheet History

Established: 17 years

www.bulldogtrust.org

info@bulldogtrust.org

02072406044

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

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	£680,000
Power to Change	£337,500
John Ellerman Foundation	£30,000
The EQ Foundation	£15,000

Specific Donations

Amount	When Months	To be used for
John Ellerman Foundation - "Body Vessel Clay – Women Rethinking Ceramics" exhibition
£30,000	28/07/2021	"Body Vessel Clay – Women Rethinking Ceramics" exhibition
Garfield Weston Foundation - Major Grants award - COVID19 response
£180,000	24/07/2020	helping the most marginalised communities
Garfield Weston Foundation - Major Grants award - COVID19 response
£500,000	07/05/2020	RAFT Funding for COVID-19
The EQ Foundation - Grant to The Fore
£15,000	26/03/2020	Unrestricted
Power to Change - The Fore (The Bulldog Trust)
£337,500	19/02/2020 11	Grant to The Fore (The Bulldog Trust)
John Ellerman Foundation - Grant to Bulldog Trust
£20,000	30/09/2019 12	Grant to Bulldog Trust
Esmee Fairbairn - Grant to The Bulldog Trust Ltd
£60,000	19/11/2014	Towards the costs of creating an exhibition in London featuring work from the collections of three museums in Lancashire, together with an accompanying education programme.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-58

CHARLES MARTIN RICHARD HOARE (Chair) Appointed: 2009, Occupation: Investment Banker

HAMISH MCPHERSON Appointed: 2011, Occupation: Finance

STEPHEN KENNETH SACKS Appointed: 2022, Occupation: Executive, Advisory Board For The Arts

Legal constitution

Charitable company registered in England & Wales on 05/03/2008, number: 1123081
Registered at Companies House on 20/02/2008, number: 06510777

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds 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

15 returns made; AR11: 1 days late,

Recent reorganisation events:

Asset transfer in from THE BULLDOG TRUST on 24/08/2023

Main office

THE BULLDOG TRUST LTD
2 TEMPLE PLACE
LONDON
WC2R 3BD

Objectives

THE OBJECTS ARE TO FURTHER SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DECIDE

Defined Area of Benefit:

UNDEFINED

Data Sources

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