Finance Score: -3

Governance Score: 5

Support Score: 6

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Fundraising costs high: -3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: 8

THE BARING FOUNDATION

To improve the quality of life of people suffering disadvantage and discrimination. We aim to achieve this through making grants to strengthen voluntary sector organisations which serve them directly or indirectly and by the added value we bring to this.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities
Why are there 15 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £103,822,399 available, equivalent to 229 months of spending and so may not be able to utilise additional funding
Fundraising costs are high relative to funds raised

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
31/12/23	£4,049	£5,447	£-1,398	£0	£105,098	£103,822	228.7	6	0
31/12/22	£2,458	£4,530	£-2,072	£0	£99,026	£0	n/a	6	0
31/12/21	£2,282	£5,178	£-2,896	£0	£124,780	£0	n/a	6	0
31/12/20	£2,234	£5,442	£-3,207	£0	£120,021	£0	n/a	6	0
31/12/19	£2,330	£3,586	£-1,256	£0	£102,681	£102,681	343.6	6	0
31/12/18	£1,852	£2,735	£-883	£0	£86,287	£0	n/a	6	0
31/12/17	£2,222	£4,236	£-2,014	£0	£90,243	£90,132	255.3	6	0
31/12/16	£1,636	£3,417	£-1,781	£0	£79,853	£79,445	279	5	0
31/12/15	£870	£2,392	£-1,522	£10	£69,055	£69,040	346.4	5	0
31/12/14	£1,593	£2,701	£-1,108	£84	£68,327	£68,128	302.7	5	0
31/12/13	£2,166	£3,664	£-1,498	£90	£65,008	£64,358	210.8	5	0
31/12/12	£2,166	£3,664	£-1,498	£31	£59,040	£58,552	191.8	5	0
31/12/11	£1,378	£2,912	£-1,534	£33	£58,001	£58,000	239	5	0
31/12/10	£1,318	£3,333	£-2,015	£32	£62,303	£62,299	224.3	6	0
31/12/09	£1,175	£2,077	£-903	£31	£59,387	£59,387	343.1	5	0
31/12/08	£1,666	£3,583	£-1,916	£29	£51,300	£51,300	171.8	5	0
31/12/07	£2,325	£2,182	£143	£30	£67,547	£67,547	371.5	5	0
31/12/06	£1,610	£4,063	£-2,453	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£1,489	£7,626	£-6,138	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£1,439	£3,598	£-2,159	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 28.8%
Fundraising Costs/Total Spending: 8.6%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 3%
Liabilities/Income: 83%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 228.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.9

Asset Split ?

Balance Sheet History

Established: 55 years

www.baringfoundation.org.uk

baring.foundation@ing.com

02077671348

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

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.

Specific Donations

Amount	When Months	To be used for
DCMS - Investment funds
£20,000	25/01/2023	We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of ....more We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government to help deliver this vision.
Esmee Fairbairn - Grant to The Baring Foundation
£600,000	09/04/2020 36	Towards the continuation of a joint funding programme to support the use of legal action for social change.
Esmee Fairbairn - Grant to The Baring Foundation
£200,000	06/03/2019 12	Towards the next phase of a joint grants programme supporting the effective use of the law and human rights based approaches to address systemic injustice.
Calouste Gulbenkian Foundation, UK Branch - The Baring Foundation
£10,000	01/01/2018	To provide a clear vision for the role of civil society in England over the next two decades, specifically by considering the changing nature of civil society and its prospects.
Calouste Gulbenkian Foundation, UK Branch - The Baring Foundation
£20,000	02/02/2017	Second grant for an independent inquiry into the Future of Civil Society to explore how the voluntary sector can better serve the needs of a changing society in a new attitudinal, technological, fiscal and international context.
Esmee Fairbairn - Grant to The Baring Foundation
£200,000	14/09/2016 36	Towards a contribution to a Fund that will support effective use of the law and human rights based approaches to address systemic injustice within the UK.
Paul Hamlyn Foundation - Commission for the Future of the Voluntary Sector
£50,000	15/03/2016 12	Commission for the Future of the Voluntary Sector
Esmee Fairbairn - Grant to The Baring Foundation
£60,000	07/03/2016 36	Towards a contribution to the costs of a major enquiry into the future of civil society and civic action.
Calouste Gulbenkian Foundation, UK Branch - The Baring Foundation
£20,000	01/03/2016	Independent Inquiry into the Future of Civil Society to explore how the voluntary sector can better serve the needs of a changing society in a new attitudinal, technological, fiscal, and international context.
Lankelly Chase Foundation - Inquiry into the Future of Civil Society in England
£50,000	16/02/2016 36	To establish an independent enquiry into the future of civil society in England.
Barrow Cadbury Trust - Independent Enquiry into the Future of Civil Society
£50,000	23/01/2016 45	A contribution to the costs of running the Enquiry
Esmee Fairbairn - Grant to The Baring Foundation
£99,000	15/06/2011	Towards a partnership programme that will support specialist advice centres to restructure their services in order to remain sustainable.
Esmee Fairbairn - Grant to The Baring Foundation
£2,000	07/04/2010 2	Towards Project costs Towards consultancy fees for the design of a sustainable business model for law centres and specialist advice agencies.
Esmee Fairbairn - Grant to The Baring Foundation
£20,000	23/10/2008 12	Towards Project costs Towards project costs supporting parents with learning difficulties and their children.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Age Range of Trustees: 41-73

ASHLEY CLAIRE COOMBES Appointed: 2021, Occupation: Financial Advisor

ASIF MAHMOOD KHAN AFRIDI Appointed: 2020, Occupation: Charity Worker

DIPUO VIRGINIA MAGWAZA Appointed: 2022, Occupation: Consultant And Short Term Contract Employee

EMEBET WUHIB-MUTUNGI Appointed: 2019, Occupation: Health And Communications

JAMES EDWARD THOMAS MOUBRAY JENKINS Appointed: 2017, Occupation: Fund Manager

JILLIAN EMMA POPKINS Appointed: 2020, Occupation: Manager

JUDITH CATHERINE ROBERTSON Appointed: 2022, Occupation: Self-Employed Consultant

LUCY MANUELA DE GROOT Appointed: 2013, Occupation: Retired

PONTSO MAFETHE Appointed: 2022, Occupation: Director

RHYS JOHN MICHAEL PULLEN Appointed: 2019, Occupation: Solicitor

ROBERT DEAN JOSEPH BERKELEY Appointed: 2013, Occupation: Policy Officer

SHAUNEEN LAMBE MS Appointed: 2013, Occupation: Charity Director

SAMUEL DAVID ZEBEDEE THORNE Appointed: 2018, Occupation: Museum Director

TOBY NANGLE Appointed: 2023, Occupation: Independent Economic And Financial Market Analyst

VICTORIA AMEDUME Appointed: 2017, Occupation: Artist

Legal constitution

Charitable company registered in England & Wales on 31/07/1969, number: 258583
Registered at Companies House on 25/03/1969, number: 00950696

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

20 returns made; all on time

Main office

8 - 10 MOORGATE
LONDON
EC2R 6DA

Objectives

TO PAY OR APPLY OR CAUSE TO BE PAID OR APPLIED THE CAPITAL AND INCOME OF THE FOUNDATION TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE FOUNDATION MAY DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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