Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

Only 3 Trustees: -2
Narrow trustee age band: -2
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

THE ELMLEY FOUNDATION

Grantmaking to the arts in Herefordshire and Worcestershire and related cultural development

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
05/04/23		£359	£417	£-58	n/a	n/a	n/a	n/a	n/a
05/04/22		£396	£390	£6	n/a	n/a	n/a	n/a	n/a
05/04/21		£247	£273	£-26	n/a	n/a	n/a	n/a	n/a
05/04/20		£421	£394	£27	n/a	n/a	n/a	n/a	n/a
05/04/19		£333	£807	£-473	n/a	n/a	n/a	n/a	n/a
05/04/18		£444	£392	£52	£0	£0	£0	n/a	0
05/04/17		£319	£338	£-19	£0	£0	£0	n/a	0
05/04/16		£334	£401	£-66	£0	£0	£0	n/a	0
05/04/15		£349	£399	£-49	£0	£0	£0	n/a	0
05/04/14		£293	£266	£27	£0	£0	£0	n/a	0
05/04/13		£278	£325	£-46	£0	£0	£0	n/a	0
05/04/12		£291	£308	£-17	£0	£0	£0	n/a	0
05/04/11		£449	£246	£203	£0	£0	£0	n/a	0
05/04/10		£353	£372	£-19	£0	£0	£0	n/a	0
05/04/09		£422	£648	£-226	£0	£0	£0	n/a	0
05/04/08		£330	£261	£69	£0	£0	£0	n/a	0
05/04/07	*	£1,373	£244	£1,129	£18	£4,565	£4,565	224.3	1
05/04/06		£522	£592	£-69	£0	£0	£0	n/a	0
05/04/05		£671	£294	£378	£0	£0	£0	n/a	0
05/04/04		£258	£290	£-32	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 33 years
(38 years as a company)

www.elmley.org.uk

foundation@elmley.org.uk

01363877433

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Herefordshire, Worcestershire,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 71-77

HUGH BAMPFIELD CARSLAKE Appointed: 2017, Occupation: Trustee, Other trusteeships: DUMBRECK CHARITY, THE HARESTON CHARITY, THE KING'S SCHOOL WORCESTER DEVELOPMENT TRUST, THE BALDWIN BEWDLEY TRUST, THE HENRY BARBER TRUST, CITY OF BIRMINGHAM CHOIR,

SALLY KATRINA LUTON Appointed: 2014, Occupation: Company Director, Other trusteeship: THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST,

DIANA SUSAN JOHNSON (Chair) Appointed: 1991, Occupation: Retired, Other trusteeships: THE DARTINGTON NORTH DEVON FOUNDATION, THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 29/08/1991, number: 1004043
Registered at Companies House on 15/11/1985, number: 01959978

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 20 days late,

Main office

West Aish
Morchard Bishop
CREDITON
Devon
EX17 6RX

Objectives

THE ADVANCEMENT OF EDUCATION BY PROMOTING THE APPRECIATION, KNOWLEDGE AND STUDY OF THE ARTS AND OF ARTISTIC ACHIEVEMENT IN ALL THEIR FORMS IN HEREFORD AND WORCESTER (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM AND ARTICLES OF ASSOCIATION)

Defined Area of Benefit:

HEREFORD AND WORCESTER

Data Sources