Finance Score: 3

Governance Score: -5

Support Score: 7

Fundraising costs low: +3

Narrow trustee age band: -2
Static board: -3

Grant maker support: +7

Overall GiG Score: 5

THE SUTTON TRUST

The Sutton Trust aims to improve educational opportunities for young people from non-privileged backgrounds and increase social mobility, in particular by supporting projects, policy advocacy and undertaking and commissioning research.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

The Board composition appears to be rather static and has little diversity in terms of age

Established: 12 years

http://www.suttontrust.com

contact-us@suttontrust.com

020 7802 1660

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
31/08/22	£5,830	£6,343	£-514	£547	£10,953	£6,307	11.9	33
31/08/21	£6,134	£4,495	£1,638	£532	£11,800	£6,318	16.9	31
31/08/20	£6,699	£5,217	£1,481	£552	£9,745	£5,758	13.2	28
31/08/19?	£8,413	£8,205	£208	£648	£8,187	£5,530	8.1	23
31/03/18	£5,711	£5,267	£444	£391	£7,910	£5,369	12.2	25
31/03/17	£8,899	£5,581	£3,319	£259	£7,466	£4,991	10.7	19
31/03/16	£6,492	£4,660	£1,832	£151	£4,148	£1,736	4.5	18
31/03/15	£4,321	£3,171	£1,150	£195	£2,316	£913	3.5	14
31/03/14	£3,088	£2,918	£171	£228	£1,166	£814	3.3	11
31/03/13	£2,992	£1,996	£995	£129	£995	£896	5.4	8

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Financial Ratios

Fundraising Costs/Relevant Income: 9.8%
Fundraising Costs/Total Spending: 8.9%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 39%
Liabilities/Income: 121%
Unrestricted Funds/Total Funds: 58%
Reserves/Spending: 11.9 months
Net Current Assets/Spending: 16 months
Quick Ratio: 4.1

Asset Split ?

Listed activities

Education/Training

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

33 employees

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
Esmee Fairbairn - Grant to The Sutton Trust
£100,000	19/10/2022	Towards project costs to deliver CECIL (Coaching Early Conversations, Interaction and Language) in Liverpool, working to find practical solutions to addressing inequality in children’s early ....more Towards project costs to deliver CECIL (Coaching Early Conversations, Interaction and Language) in Liverpool, working to find practical solutions to addressing inequality in children’s early language
Esmee Fairbairn - Grant to The Sutton Trust
£60,000	19/10/2021 12	Towards project costs of an interim phase of CECIL (Coaching Early Conversations, Interaction and Language) extending delivery of phase one for an additional academic year to cement learning
Esmee Fairbairn - Grant to The Sutton Trust
£400,000	13/02/2020 24	Towards a programme to address inequality in children’s early language and communication, supporting the evaluation and scale-up of two locally-led approaches which partner speech and language ....more Towards a programme to address inequality in children’s early language and communication, supporting the evaluation and scale-up of two locally-led approaches which partner speech and language specialists with settings.
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£300,000	27/03/2019	Sutton Trust UK Summer Schools
Esmee Fairbairn - Grant to The Sutton Trust
£60,000	01/03/2018 17	Towards a pilot project to test the importance of essential life skills, particularly self-regulation, in early years and develop effective practice within settings
Staples Trust - Core costs in improving social mobiity through education
£10,000	23/11/2017	Towards core costs in improving social mobility through education.
The EQ Foundation - Grant to THE SUTTON TRUST
£25,000	15/08/2017	Unrestricted
Wolfson Foundation - Grant to The Sutton Trust
£250,000	08/12/2016	Mentoring Programme
The EQ Foundation - Grant to THE SUTTON TRUST
£25,000	15/07/2016	Unrestricted
Dulverton Trust - Sutton Scholars Scheme
£30,000	08/06/2016	Sutton Scholars Scheme
Staples Trust - Programmes to improve social mobility through education
£20,000	18/03/2015	Towards the charity’s programmes to improve social mobility through education.
Tedworth Charitable Trust - Programmes to improve social mobility through education
£60,000	16/03/2015	Towards the charity’s programmes to improve social mobility through education.
Esmee Fairbairn - Grant to The Sutton Trust
£1,196,166	24/04/2014	Towards the Parental Engagement Fund, which will support the growth and development of programmes in the late-early years and primary school phases.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-76

OLIVER ANTHONY CARRUTHERS QUICK Appointed: 2017, Occupation: Management Consultant

PROFESSOR LOUISE MARY RICHARDSON Appointed: 2019, Occupation: Vice-Chancellor

SIR PETER LAMPL (Chair) Appointed: 2012, Occupation: None

SIR PETER OLIVER GERSHON CBE FRENG Appointed: 2016, Other trusteeship: THE EDUCATION ENDOWMENT FOUNDATION,

TIMOTHY BRIAN BUNTING Appointed: 2019, Occupation: Banker, Other trusteeships: ROYAL OPERA HOUSE COVENT GARDEN FOUNDATION, THE ROYAL OPERA HOUSE ENDOWMENT FUND 2000,

Legal constitution

Charitable company registered in England & Wales on 05/03/2012, number: 1146244
Registered at Companies House on 15/02/2012, number: 07951541

Gift Aid

Registered with HMRC for Gift Aid

Event History

07/06/2018 - Asset transfer in from THE CYRIL TAYLOR TRUST FUND
07/07/2020 - Asset transfer in from THE SUTTON TRUST
02/09/2022 - Asset transfer in from THE MCWHIRTER FOUNDATION

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

10 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE SUTTON TRUST on 07/07/2020
Asset transfer in from THE MCWHIRTER FOUNDATION on 02/09/2022

Main office

THE SUTTON TRUST
MILLBANK TOWER
21-24 MILLBANK
LONDON
SW1P 4QP

Objectives

(A)TO ADVANCE THE EDUCATION OF THE PUBLIC AND TO IMPROVE EDUCATIONAL OPPORTUNITIES FOR YOUNG PEOPLE; AND (B)TO UNDERTAKE SUCH CHARITABLE PURPOSES OR TO MAKE DONATIONS TO SUCH A CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH A TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Data Sources