Finance Score: -1

Governance Score: 6

Support Score: 3

Spending declining: -1

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 8

THE PILGRIM TRUST

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 much 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 issues to consider:

Spending is declining

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	£1,642	£2,795	£-1,153	£0	£80,480	£80,480	345.5	5	0
31/12/22	£1,877	£3,563	£-1,686	£0	£74,598	£74,598	251.2	5	0
31/12/21	£1,629	£3,433	£-1,805	£0	£87,183	£87,183	304.7	5	0
31/12/20	£1,331	£3,561	£-2,231	£0	£77,866	£77,866	262.4	5	0
31/12/19	£2,164	£4,309	£-2,145	£0	£75,664	£75,664	210.7	5	0
31/12/18	£1,960	£3,841	£-1,881	£0	£68,053	£68,053	212.6	5	0
31/12/17	£1,887	£3,147	£-1,259	£0	£74,957	£74,807	285.3	3	0
31/12/16	£1,846	£3,588	£-1,742	£0	£69,097	£69,097	231.1	3	0
31/12/15	£1,773	£2,887	£-1,114	£87	£60,342	£60,301	250.6	3	0
31/12/14	£1,627	£2,707	£-1,079	£81	£61,132	£61,061	270.7	3	0
31/12/13	£1,887	£2,606	£-719	£210	£59,791	£59,696	274.9	3	0
31/12/12	£1,626	£4,086	£-2,460	£112	£54,150	£54,030	158.7	3	0
31/12/11	£1,704	£2,650	£-946	£91	£53,465	£53,319	241.5	3	0
31/12/10	£1,225	£3,018	£-1,793	£94	£56,610	£56,439	224.4	3	0
31/12/09	£1,427	£2,637	£-1,210	£92	£53,166	£52,944	240.9	3	0
31/12/08	£1,588	£2,404	£-816	£92	£47,456	£47,173	235.5	3	0
31/12/07	£2,093	£3,664	£-1,572	£72	£61,872	£61,471	201.3	3	0
31/12/06	£1,464	£2,022	£-558	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£1,538	£1,677	£-139	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£1,488	£1,683	£-195	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 7%
Liabilities/Income: 394%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 345.5 months
Net Current Assets/Spending: -7 months
Quick Ratio: 0.6

Asset Split ?

Balance Sheet History

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 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
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

ALICE FLORA LA TROBE WESTON Appointed: 2021

ASIF AFRIDI Appointed: 2021

CAROLINE BUTLER Appointed: 2016

CULLAGH WARNOCK Appointed: 2021

DAVID BARRIE Appointed: 2016

DR ANNA KEAY Appointed: 2022, Occupation: Director

DR ALEXANDER JOHN STURGIS Appointed: 2019

JOAN WINTERKORN Appointed: 2019

MARIE STAUNTON CBE Appointed: 2019

MATTHEW WILLIAM RIDLEY Appointed: 2021

SIR MARK JONES (Chair)

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
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
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

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

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children