Overall GiG Score: 10 ?
Finance Score: -4
Governance Score: 4
Support Score: 10
  • Spending declining: -1
  • Volatile income: -3
  • No volunteer policy: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +10

LOCAL TRUST 

Local Trust will undertake activities to develop the capacity and skills (including the enterprise skills) of members of socially and economically disadvantaged communities in the United Kingdom in such a way that they are better able to identify, and help meet, their needs as individuals and to improve the communities in which they live.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • This charity has an endowment fund which generates most 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: 12 years

www.localtrust.org.uk

info@localtrust.org.uk

02035880565

Charity Commission for England and WalesCompanies HouseFacebookX
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
31/03/23£1,758£21,088£-19,330£0£38,345£2500.1551,500
31/03/22£556£26,201£-25,645£0£56,897£3190.1501,500
31/03/21£1,268£22,177£-20,909£0£82,610£3160.2411,500
31/03/20£3,911£21,460£-17,548£0£103,745£4370.2311,600
31/03/19£7,908£32,777£-24,868£0£120,484£0n/a260
31/03/18£5,081£30,313£-25,232£0£142,813£0n/a190
31/03/17£5,908£34,676£-28,768£0£169,982£0n/a130
31/03/16£7,219£21,907£-14,688£0£191,576£0n/a120
31/03/15£6,347£16,381£-10,034£161£207,089£0n/a110
31/03/14£5,317£10,668£-5,351£232£205,163£205,163230.890
31/03/13£19,403£6,348£13,055£230£213,702£213,702403.9100

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 47%
Liabilities/Income: 1904%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 0.1 months
Net Current Assets/Spending: -13 months
Quick Ratio: 0
Asset Split ?
What it does
  • Economic/Community Development/Employment
Who works here?
  • 55 employees
  • 1,500 volunteers
Who it helps
  • The General Public/Mankind
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Provides other finance
  • Sponsors or undertakes research
Where it operates
  • 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
Tudor Trust£90,000
Esmee Fairbairn£60,000
Lloyds Bank Foundation£40,000
John Ellerman Foundation£35,000
Barrow Cadbury Trust£30,000
Friends Provident Foundation£20,000
Specific Donations
Amount When
Months
To be used for
Tudor Trust - Grant to Local Trust
£5,000 17/04/2020
12
as an additional grant towards the cost of a campaign to establish a Community Wealth Fund for 'left behind' communities in the UK
National Lottery Community Fund - (MH) E Cycle Summer Safari
£10,000 28/07/2023
The funding will be used to deliver an engaging opportunity for local young people aged 11-18 and young people with special educational needs and disabilities up to 25. The project will take place ....more
Lloyds Bank Foundation - Grant to Local Trust
£25,000 24/11/2021
Grant to Local Trust
Barrow Cadbury Trust - Community Wealth Fund campaign
£30,000 23/04/2021
24
To deliver a campaign to advance the progress of the Community Wealth Fund.
John Ellerman Foundation - Employing a team to support and grow the Alliance, undertake parliamentary and media work and develop a robust evidence base
£25,000 28/01/2021
Towards the costs of a campaigning team to support and grow the Community Wealth Fund Alliance.
Tudor Trust - Grant to Local Trust
£70,000 12/01/2021
24
over two years as continuation funding towards the running costs of a campaign to establish a Community Wealth Fund for 'left behind' communities in the UK
Esmee Fairbairn - Grant to Local Trust
£60,000 08/09/2020
6
Towards Delegated Grant-Making an extension bu six months of the Creative Civic Change programme due to the impact of Covid-19.
Lloyds Bank Foundation - Grant to Local Trust
£15,000 01/05/2020
12
This grant is a contribution to the ongoing work of the Community Wealth Fund Alliance
Friends Provident Foundation - Local Trust-Enabling community wealth building in the most "left behind" areas
£15,000 16/04/2020
We are seeking funding to extend and develop the Community Wealth Fund Alliance's (CWFA's) campaign for a new independent permanent endowment to invest in our most 'left behind' neighbourhoods. Our ....more
John Ellerman Foundation - costs to support the creation of a Community Wealth Fund
£10,000 03/03/2020
12
costs to support the creation of a Community Wealth Fund
Tudor Trust - Grant to Local Trust
£15,000 18/12/2019
12
over one year towards a campaign to establish a Community Wealth Fund to benefit 'left behind' communities across the UK
Friends Provident Foundation - Local Trust - Community Wealth Building Programme of events
£5,000 06/11/2019
A programme of events on community wealth building w/b 18th Nov. Our intention is to focus each discussion session out of London on a particular principle or pillar of community wealth building (so ....more
Esmee Fairbairn - Grant to Local Trust
£60,000 12/03/2019
36
Towards the costs of an enhanced external evaluation of the Creative Civic Change programme.
Power to Change - Local Trust
£30,000 15/11/2018
Grant to Local Trust
Calouste Gulbenkian Foundation, UK Branch - Local Trust
£600,000 26/09/2018
For the development of the 'Creative Civic Change' partnership programme which will support community-led social, economic and environmental change in local areas harnessing the power of the arts and ....more
Esmee Fairbairn - Grant to Local Trust
£600,000 19/09/2018
42
Towards Creative Civic Change, a new programme which will enable people to use arts and creativity to make positive changes in their community.
National Lottery Community Fund - (Catalyst for) Creative Civic Change
£2,500,000 26/03/2018
36
This National Lottery funding will support a programme aimed at enabling communities to transform themselves through art and creativity. A joint initiative by the Big Lottery Fund, the Calouste ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed

Age Range of Trustees: 37-68
Legal constitution
  • Charitable company registered in England & Wales on 30/05/2012, number: 1147511
  • Registered at Companies House on 03/11/2011, number: 07833396
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
  • Financial reserves policy and procedures
  • 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 policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
11 returns made; all on time
Main office

CAN Mezzanine
7-14 Great Dover Street
London
SE1 4YR

Objectives

THE OBJECTS OF THE COMPANY ARE TO UNDERTAKE, DO AND PERFORM ALL THINGS THE COMPANY SHALL CONSIDER EXPEDIENT TO DEVELOP THE CAPACITY AND SKILLS (INCLUDING THE ENTERPRISE SKILLS) OF MEMBERS OF SOCIALLY AND ECONOMICALLY OR SOCIALLY DISADVANTAGED COMMUNITIES IN THE UNITED KINGDOM IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AS INDIVIDUALS AND TO IMPROVE THE COMMUNITIES IN WHICH THEY LIVE, IN PARTICULAR BY (BUT NOT LIMITED TO) LOCAL ACTION PROJECTS, RESEARCH, EVALUATION AND POLICY ANALYSIS, MAKING GRANTS AND SOCIAL INVESTMENTS TO INDIVIDUALS, LOCAL ENTERPRISES AND COMMUNITIES, THEREBY PROMOTING SHORT TERM AND LONG TERM CHANGE AND THE RELIEF OF UNEMPLOYMENT.

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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