Results Analysed 2024

The following graphs show a breakdown of the scores for the assessed foundations.

Number of foundations achieving each rating – both overall, and within each domain.

As with the past two years, practice on diversity continues to be much weaker than practice on other pillars. For the first time though, a foundation scored an A on Diversity, although this is low compared to 63 foundations that scored an A in Transparency.

Overall Rating

This graph illustrates a breakdown of how the assessed foundations faired overall.

  11 foundations got an A.
  41 foundations got a B.
  34 foundations got a C.
  14 foundations got a D.

Diversity

This graph illustrates a breakdown of how the assessed foundations faired on the diversity pillar.

  1 foundations got an A.
  11 foundations got a B.
  56 foundations got a C.
  32 foundations got a D.

Accountability

This graph illustrates a breakdown of how the assessed foundations faired on the accountability pillar.

  17 foundations got an A.
  35 foundations got a B.
  26 foundations got a C.
  22 foundations got a D.

Transparency

This graph illustrates a breakdown of how the assessed foundations faired on the transparency pillar.

  63 foundations got an A.
  18 foundations got a B.
  10 foundations got a C
  9 foundations got a D.

Foundations which scored A’s overall

The foundations rated A overall in Year Three are very diverse. They include: eight endowed foundations – some large, some much smaller; some long-established, some with living settlors; a corporate foundation (the Lloyds Bank Foundation for England and Wales); and two community foundations (Gloucestershire Community Foundation and the Community Foundation serving Tyne & Wear and Northumberland).

 

Diversity

  1   10   0   0

Accountability

  11   0   0   0

Transparency

  11   0   0   0

Foundations which scored B’s overall

41 foundations rated B overall. Most foundations in this bracket had a C rating in Diversity and an A rating in Transparency; Accountability had a mix with 6 foundations rated A, 25 foundations rated B and 10 foundations rated C.

Diversity

  0   1   40   0

Accountability

  6   25   10   0

Transparency

  38   3   0   0

Foundations which scored C’s overall

34 foundations had an overall C rating. Most foundations in this bracket rated C and D in Diversity and Accountability. Practice on Transparency was better with almost all foundations rating A or B.

Diversity

  0   0   16   18

Accountability

  0   10   15   9

Transparency

  14   15   5   0

Foundations which scored D’s overall

14 foundations rated D overall. All foundations had a C or D rating all domains. All 14 rated D in Diversity; 13 had a D rating in Accountability; and 9 had a D rating in Transparency

Diversity

  0   0   0   14

Accountability

  0   0   1   13

Transparency

  0   0   5   9

These graphs illustrate that most foundations are pretty consistent in their practice, especially for those with overall ratings of A and D. Those with overall A rating had a rating of A or B in all domains, while those with D rating had a C or D rating in all domains. In all overall rating brackets, foundations displayed better practice on transparency and worst practice on diversity.

Foundations scoring zero in each domain

Foundations scoring zero in each domain

  Diversity – 11
  Accountability – 0
  Transparency – 0

Questions on which the foundations collectively scored highest

Does the foundation give any information on who or what it funded?
Does the foundation publish who its staff are on its website?
Is there contact information provided on the foundation’s website?
For approximately what percentage of the foundation’s funding programmes is information given on who made the funding decisions (either a panel or a person)?
Does the foundation have an investment policy?
Does the foundation have a website?
Does the foundation publish any eligibility criteria for what it funds?

NEW ENTRANT

Can you navigate the foundation’s website using only the keyboard (without a mouse)?

Does the foundation publish on its website any information about its funding priorities?

NEW ENTRANT

Does the policy include the following: the scope of its investment powers; the charity’s investment objectives; the charity’s attitude to risk; how much is available for investment; timing of returns and the charity’s liquidity needs; the types of investment the charity wants to make; this might include ethical considerations; who can take investment decisions; how investments will be managed and performance judged; reporting requirements for investment managers (if applicable)?

Questions on which the foundations collectively scored lowest

Inclusion of specific numerical targets to improve diversity of staff.

NEW ENTRANT

Whether the foundation publishes its recruitment policy for staff.

Use of ethnicity, disability, gender, social class and lived experience targets in any diversity plan for trustees.
Ways to contact the foundation for people who have disabilities?
Use of ethnicity, disability, gender, social class and lived experience targets in any diversity plan for staff.
If the foundation funds recipients in Wales, is a Welsh language format provided?
More than one way given for contacting the foundation concerning malpractice.
Whether any staff diversity plan includes specific, numerical targets.

NEW ENTRANT

Whether the foundation publishes some information of what it is doing differently as a consequence of the analysis of its effectiveness.

Is there a mechanism to report malpractice concerns (whistleblowing)?

Examples of particularly good practice 

PracticeFoundation
Has a grants application wizard that guides the applicant to select the appropriate fund/grant to apply forSouth Yorkshire Community Foundation
With diversity data of staff and trustees, the foundation provides the comparative community diversity dataLeeds Community Foundation
Has a grants and giving booklet that is published every yearLeicestershire and Rutland Community Foundation
Has an illustration of the entire grant making process on one pageLincolnshire Community Foundation
Provides detailed instructions on whistleblowing, with information for each type of concern e.g. misuse of funds, bullying and harassment, sexual exploitation and abuseLeprosy Mission International
Has minicom enabled phone contact details for text relay services on the contact pageJoseph Rowntree Foundation
Provides details on the application criteria and process even though unsolicited applications are not acceptedKPMG Foundation
Has multi-language enabled on the UserWay accessibility widget, which can change the entire website to Welsh or any other languageLloyds Bank Foundation
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