Finance Score: -7

Governance Score: 6

Support Score: 6

Poor Liquidity: -1
Deficit on unrestricted reserves: -2
Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 5

LOCALGIVING FOUNDATION

To stimulate the growth and funding opportunities for local charities and community groups throughout the UK.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There was a deficit on unrestricted reserves of £868,111 at the last year end after deducting the value of own use assets
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

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
31/03/23	*	£8,733	£9,107	£-374	£1,486	£664	£-868	-1.1	14
31/03/22	*	£7,849	£8,030	£-181	£1,271	£1,038	£-365	-0.5	11
31/03/21		£10,975	£10,437	£538	£680	£1,219	£146	0.2	10
31/03/20		£4,695	£4,822	£-126	£181	£681	£-144	-0.4	9
31/03/19		£4,331	£3,736	£595	£0	£807	£62	0.2	10
31/03/18	*	£3,459	£3,590	£-131	£2	£213	£-34	-0.1	12
31/03/17	*	£3,619	£3,481	£138	£40	£344	£127	0.4	17
31/03/16	*	£3,189	£3,141	£48	£3	£205	£12	0	15
31/03/15		£2,709	£2,847	£-138	£9	£157	£148	0.6	14
31/03/14?	*	£5,152	£4,856	£295	£7	£295	£219	0.5	18
31/12/12	*	£625	£461	£165	£4	£165	£81	2.1	0
31/12/11		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/10		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 18%
Fundraising Costs/Total Spending: 16.3%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 86%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: -131%
Reserves/Spending: -1.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.7

Asset Split ?

Established: 15 years

https://localgiving.org/

contact@localgiving.org

03001112340

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports 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

DCMS	£1,000,000
Garfield Weston Foundation	£50,000
Department for Business, Energy and Industrial Strategy	£49,144
Manchester City Council	£1,012

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£25,000	03/09/2021 36	Localgiving Foundation - Online Fundraising Wales
DCMS - CMC - Localgiving Foundation
£1,000,000	28/09/2020	This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution ....more This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution to voluntary and community organisations to respond to the needs of the most vulnerable and marginalised people affected by the COVID-19 crisis
Manchester City Council - Grant to Anson Community Shop
£500	15/09/2020	Grant to re-stock community shop
Manchester City Council - Grant to Anson Community Shop
£512	15/09/2020	Grant to purchase PPE equipment for community shop
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£25,000	21/08/2020 36	Localgiving Foundation - Online Fundraising Wales
Department for Business, Energy and Industrial Strategy - Digital Skills Charity Match
£49,144	01/06/2020	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=71605
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£60,000	05/06/2018 24	Wales Development Programme
National Lottery Community Fund - London Development Project
£8,100	11/04/2018 12	This project will run development sessions for local charities, enabling them to increase their skills and engagement with local communities.
DCMS - Subsidised fundraising training programme for small, local charities and community groups.
£14,400	01/04/2017	To provide training, webinars, 1:1 advice and 60 campaign planning support packages as part of the programme.
Indigo Trust - Smarter Grants Initiative
£10,850	20/03/2017	To support Localgiving's Smarter Grants Initiative, which aims at improving the relationship between charities and grantmakers.
Indigo Trust - Fundraising Development Programme for London based organisaitons
£10,000	27/04/2016	To enable them to support ten London-based community groups and charities through their fundraising development programme.
National Lottery Community Fund - Online Fundraising Wales
£258,272	09/02/2016 24	Online Fundraising Wales
National Lottery Community Fund - Localgiving Scotland Capacity Building Project
£10,000	14/07/2015 12	This group will use the funding for a sessional worker to help 50 charities in Scotland to build their capacity.
Robertson Trust - the Capacity Building Project (Scotland)
£35,000	30/04/2015	the Capacity Building Project (Scotland)

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

BENJAMIN MILLER Appointed: 2023

DAVID LANGER Appointed: 2019

GILLIAN MEAD Appointed: 2017

MARIA CHAVEZ Appointed: 2021

TOM LATCHFORD (Chair) Appointed: 2017

Legal constitution

Charity registered in England & Wales on 29/10/2009, number: 1132411

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
Investment
Paying staff
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
Volunteer management

Filing Record

13 returns made; AR23: 132 days late, AR22: 199 days late, AR18: 10 days late, AR17: 2 days late, AR16: 2 days late, AR14: 1 days late, AR12: 134 days late,

Main office

Localgiving Foundation
Shurland Castle
High Street
Eastchurch
Sheerness
Kent

Objectives

TO PROMOTE FOR THE BENEFIT OF THE PUBLIC SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources