Finance Score: -4

Governance Score: 4

Support Score: 3

Spending declining: -1
Volatile income: -3

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 3

THE DUNHILL MEDICAL TRUST

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

The Dunhill Medical Trust makes charitable grants for the furtherance of medical knowledge and research and for care and accommodation of older people, with a particular emphasis on new and innovative projects.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Spending is declining
Income has been volatile recently

Established: 13 years

www.dunhillmedical.org.uk

admin@dunhillmedical.org.uk

02078715402

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	Volun- teers
31/03/23	£2,040	£3,074	£-1,033	£0	£156,147	£0	n/a	5	12
31/03/22	£2,182	£5,790	£-3,608	£0	£162,836	£0	n/a	5	11
31/03/21	£2,582	£4,891	£-2,308	£0	£157,212	£0	n/a	4	13
31/03/20	£4,139	£5,815	£-1,676	£0	£128,710	£1,393	2.9	5	15
31/03/19	£3,605	£5,364	£-1,760	£0	£140,961	£3,207	7.2	5	16
31/03/18	£3,875	£5,651	£-1,776	£0	£139,923	£102	0.2	5	0
31/03/17	£3,937	£7,249	£-3,312	£0	£141,220	£505	0.8	4	0
31/03/16	£3,407	£5,215	£-1,808	£0	£120,754	£87	0.2	4	0
31/03/15	£3,342	£4,646	£-1,304	£64	£124,689	£-6	-0	4	0
31/03/14	£3,165	£3,883	£-717	£51	£116,107	£-4	-0	3	0
31/03/13	£3,852	£3,273	£579	£55	£113,072	£4	0	3	0
31/03/12	£102,266	£3,828	£98,438	£53	£98,601	£114	0.4	3	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 6%
Liabilities/Income: 493%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Accommodation/Housing
Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

5 employees
12 volunteers

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
National Lottery Community Fund - Expanding the reach of the Care Home Friends and Neighbours initiative
£500,000	05/07/2019 39	Expanding the reach of the Care Home Friends and Neighbours initiative

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 34-78

DOMINIC WILLIAM JONES Appointed: 2020, Occupation: Senior Advisor

DR MARTIN TURNER MAE Appointed: 2023

EREN OSMAN Appointed: 2020, Occupation: Co-Chief Investment Officer

JAMES LORIGAN Appointed: 2017, Occupation: Senior Management, Nhs

MICHAEL BELLAMY Appointed: 2018, Occupation: Retired

PROFESSOR ALISON JEAN PETCH (Chair) Appointed: 2015, Occupation: None

PROFESSOR BERNARD CONWAY Appointed: 2019, Occupation: University Professor

PROFESSOR CARMEL MAJELLA HUGHES Appointed: 2021, Occupation: Professor Of Primary Care Pharmacy

PROFESSOR ROSEMARY CECILIA GILROY Appointed: 2023, Occupation: Professor Of Ageing, Policy And Planning

PROFESSOR THOMAS KIRKWOOD CBE Appointed: 2017

THOMAS JOHN CLARK Appointed: 2024, Occupation: Director Of Private Markets

Legal constitution

Charitable company registered in England & Wales on 11/02/2011, number: 1140372
Registered at Companies House on 16/12/2010, number: 07472301

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

12 returns made; all on time

Main office

Thanet House
231-232 Strand
LONDON
WC2R 1DA

Objectives

A) FOR THE FURTHERANCE OF MEDICAL KNOWLEDGE AND RESEARCH AND THE PUBLICATION OF THE USEFUL RESULTS THEREOF AND THE PROVISION OF MEDICAL CARE AND FACILITIES IN SUCH MANNER AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT. (B) FOR RESEARCH INTO THE CARE OF THE ELDERLY AND THE PUBLICATION OF THE USEFUL RESULTS THEREOF AND THE PROVISION OF ACCOMMODATION AND CARE FOR THE ELDERLY.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources