Finance Score: 0

Governance Score: 6

Support Score: 3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 9

THE PILGRIM TRUST

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

The Pilgrim Trust makes grants to other charities and public bodies in the fields of preservation and scholarship and social welfare. It works within the priorities that are set by the Trustees and funds specific programmes that are outlined on its website.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

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
31/12/22	£1,877	£3,563	£-1,686	£0	£74,598	£74,598	251.2	5
31/12/21	£1,629	£3,433	£-1,805	£0	£87,183	£87,183	304.7	5
31/12/20	£1,331	£3,561	£-2,231	£0	£77,866	£77,866	262.4	5
31/12/19	£2,164	£4,309	£-2,145	£0	£75,664	£75,664	210.7	5
31/12/18	£1,960	£3,841	£-1,881	£0	£68,053	£68,053	212.6	5
31/12/17	£1,887	£3,147	£-1,259	£0	£74,957	£74,807	285.3	3
31/12/16	£1,846	£3,588	£-1,742	£0	£69,097	£69,097	231.1	3
31/12/15	£1,773	£2,887	£-1,114	£87	£60,342	£60,301	250.6	3
31/12/14	£1,627	£2,707	£-1,079	£81	£61,132	£61,061	270.7	3
31/12/13	£1,887	£2,606	£-719	£210	£59,791	£59,696	274.9	3
31/12/12	£1,626	£4,086	£-2,460	£112	£54,150	£54,030	158.7	3
31/12/11	£1,704	£2,650	£-946	£91	£53,465	£53,319	241.5	3
31/12/10	£1,225	£3,018	£-1,793	£94	£56,610	£56,439	224.4	3
31/12/09	£1,427	£2,637	£-1,210	£92	£53,166	£52,944	240.9	3
31/12/08	£1,588	£2,404	£-816	£92	£47,456	£47,173	235.5	3
31/12/07	£2,093	£3,664	£-1,572	£72	£61,872	£61,471	201.3	3
31/12/06	£1,464	£2,022	£-558	£0	£0	£0	n/a	0
31/12/05	£1,538	£1,677	£-139	£0	£0	£0	n/a	0
31/12/04	£1,488	£1,683	£-195	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 9%
Liabilities/Income: 379%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 251.2 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.7

Asset Split ?

Established: 62 years

www.thepilgrimtrust.org.uk

info@thepilgrimtrust.org.uk

02078346510

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
Other Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

5 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
Wolfson Foundation - Grant to The Pilgrim Trust
£300,000	09/12/2020	Renewal of national archives grant scheme 'Archives Revealed' (joint programme Pilgrim Trust/National Archive)
Wolfson Foundation - Grant to The Pilgrim Trust
£225,000	04/12/2017 36	National archives grant scheme 'Archives Revealed' (joint programme Pilgrim Trust/National Archive) over three years

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

ATULKUMAR BHOGILAL PATEL MBE Appointed: 2019, Other trusteeships: SITAR MUSIC SOCIETY, THE DHRUPAD MUSIC SOCIETY,

ASIF AFRIDI Appointed: 2021

CAROLINE BUTLER Appointed: 2016

CULLAGH WARNOCK Appointed: 2021, Other trusteeship: WEARSIDE WOMEN IN NEED,

DAVID BARRIE Appointed: 2016

JOAN WINTERKORN Appointed: 2019

MARIE STAUNTON CBE Appointed: 2019

MATTHEW WILLIAM RIDLEY Appointed: 2021

ALICE FLORA LA TROBE WESTON Appointed: 2021, Other trusteeships: MAGDALEN COLLEGE SCHOOL OXFORD LIMITED, WATERHARVEST,

DR ALEXANDER JOHN STURGIS Appointed: 2019, Other trusteeships: THE BARLOW COLLECTION, THE HENRY BARBER TRUST, THE ASHMOLEAN MUSEUM ENDOWMENT TRUST,

SIR MARK JONES (Chair), Other trusteeships: GRIMSTHORPE AND DRUMMOND CASTLE TRUST LIMITED, THE MICHAEL JACOBS FOUNDATION FOR TRAVEL WRITING,

DR ANNA KEAY Appointed: 2022, Occupation: Director, Other trusteeship: THE LANDMARK TRUST (AUCHINLECK) LIMITED,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 206602

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; all on time

Main office

New Wing
Somerset House
Strand
London
WC2R 1LA

Objectives

SUCH CHARITABLE PURPOSES WITHIN GREAT BRITAIN AND NORTHERN IRELAND AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources