Finance Score: -4

Governance Score: 3

Support Score: 1

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 0

SIR THOMAS LIPTON FOUNDATION

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years
On several occasions in recent years income has been less than spending

Established: 14 years

http://www.sirthomasliptonfoundation.org/sir-thomas-lipton-foundation-homepage.html

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Total income	£126,834	£62,269	£58,961	£4,668	£83,507	£96,313
Total spending	£82,102	£83,687	£93,599	£19,269	£38,227	£74,249
Surplus/deficit	£44,732	-£21,418	-£34,638	-£14,601	£45,280	£22,064

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Listed activities

It makes grants, donations or gifts to organisations

Purposes

The provision of recreational facilities, or the organisation of recreational activities, with the object of improving the conditions of life for the persons for whom the facilities or activities are primarily intended
The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

UK and overseas, main operating location: East Renfrewshire

Who it helps

Children or young people
People with disabilities or health problems
Other charities or voluntary bodies

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
Garfield Weston Foundation - Main Grants award
£10,000	03/06/2022	Buoyed Up Essex
Robertson Trust - the Buoyed Up project
£18,000	31/01/2016	the Buoyed Up project

Data sourced from Donors via 360 Giving

How is it governed?

Directors (5)

Current Directors appointed

Gender Split

Age Range of Directors: 55-77

AGNEW, Hugh John
Appointed: 2020
Occupation: Director

DAVIES, Alice
Appointed: 2020
Occupation: Director

MATHESON, Jamie Graham
Appointed: 2010
Occupation: Company Chairman, Investment Management

ROBERTSON, Shirley
Appointed: 2010
Occupation: Yachtswoman And Television Broadcaster

RUFF, Ian
Appointed: 2011
Occupation: Insurance Broker

Legal constitution

Charity registered in Scotland on 05/05/2010, number: SC041451
Registered at Companies House on 29/04/2010, number: SC377753

Filing Record

5 returns made; AR21: 29 days late, AR20: 64 days late,

Main office

123 Forest Road, Selkirk, TD7 5DD

Objectives

2.1 The objects of the Company are to:- (a) make life better for deprived, disadvantaged or disabled children and young people under the age of 24 years through sailing and sailing-related activities. and (b) to promote such similar purposes, objects or Charitable institutions as the Committee shall think fit

Data Sources