Finance Score: 0

Governance Score: 8

Support Score: 9

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 17

ESSEX COMMUNITY FOUNDATION

This is a grant making charity, you can view its grants here

Essex Community Foundation is an independent charitable trust. Founded in 1996, it has built an endowed fund of nearly £50 million, and has awarded over £47 million in grants to community-based voluntary groups in Essex, Southend and Thurrock.By acting as a broker the Foundation helps donors achieve their charitable objectives, and local voluntary groups secure funding for their work.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Established: 28 years

www.essexcommunityfoundation.org.uk

hello@essexcf.org.uk

01245355947

Charity Commission for England and Wales

Tweets

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	Volun- teers
30/06/23		£5,334	£5,019	£315	£225	£48,906	£1,462	3.5	16	3
30/06/22		£5,375	£5,358	£17	£190	£47,495	£1,517	3.4	15	3
30/06/21		£4,816	£5,148	£-332	£221	£51,129	£1,112	2.6	13	5
30/06/20		£6,345	£5,742	£602	£225	£44,571	£1,082	2.3	12	3
30/06/19		£4,385	£5,092	£-707	£167	£44,944	£434	1	12	6
30/06/18		£3,270	£3,604	£-334	£134	£44,561	£396	1.3	11	0
30/06/17		£2,253	£3,145	£-892	£138	£43,081	£260	1	9	0
30/06/16		£4,568	£3,110	£1,458	£203	£33,284	£122	0.5	8	0
30/06/15		£4,563	£3,628	£934	£286	£32,300	£122	0.4	9	0
30/06/14		£4,143	£2,634	£1,509	£276	£29,189	£122	0.6	9	0
30/06/13		£5,946	£2,202	£3,744	£218	£25,611	£149	0.8	8	0
30/06/12		£4,450	£1,995	£2,455	£169	£19,587	£139	0.8	8	0
30/06/11		£4,106	£2,259	£1,847	£154	£18,476	£139	0.7	8	0
30/06/10		£4,109	£2,162	£1,947	£175	£13,877	£177	1	7	0
30/06/09		£6,905	£3,216	£3,689	£194	£10,821	£123	0.5	7	0
30/06/08		£2,837	£1,829	£1,008	£381	£8,938	£58	0.4	8	0
30/06/07		£2,905	£2,522	£383	£297	£8,904	£57	0.3	8	0
30/06/06?		£3,964	£3,189	£774	£0	£0	£0	n/a	0	0
31/03/05	*	£3,182	£2,575	£607	£0	£0	£0	n/a	0	0
31/03/04	*	£3,302	£2,548	£754	£0	£0	£0	n/a	0	0

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: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 2%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.8

Asset Split ?

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Essex,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

16 employees
3 volunteers

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.

Major supporters in last 5 years

Dulverton Trust	£258,672
National Lottery Community Fund	£250,000
Department for Transport	£181,500
The Aim Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
Department for Transport - LTC's Community Fund Pilot
£181,500	27/01/2023	A pilot of a community investment programme that would meet the objectives of the Designated Funds users and communities fund, and environment and wellbeing fund, through small grants awarded to ....more A pilot of a community investment programme that would meet the objectives of the Designated Funds users and communities fund, and environment and wellbeing fund, through small grants awarded to local communities by an independent not-for-profit organisation.
Dulverton Trust - Essex Community Foundation Dulverton Fund 2023-25
£258,672	19/10/2022	Essex Community Foundation Dulverton Fund 2023-25
National Lottery Community Fund - Aligned Covid-19 Funding
£250,000	24/07/2020 12	Essex Community Foundation (ECF) is an independent charitable trust who award grants to local charities and voluntary organisations across a wide range of community issues across Essex Southend and ....more Essex Community Foundation (ECF) is an independent charitable trust who award grants to local charities and voluntary organisations across a wide range of community issues across Essex Southend and Thurrock (unitary authorities). The funding will contribute to a new streamlined application process and are making decisions daily.
The Aim Foundation - Grant to Essex Community Foundation
£10,000	10/04/2020 12	COVID-19 Response - donation towards families in crisis

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 37-71

ATUL MANEK Appointed: 2022, Occupation: Retired

BENJAMIN MINTER Appointed: 2020, Occupation: Investment Manager

CHARLES RICHARD MAURICE BISHOP Appointed: 2018, Occupation: Investor

DORINE JOHNSON Appointed: 2023, Occupation: Head Of Corporate Communications

GAIL CUNNINGHAM Appointed: 2020, Occupation: Manager

GEMMA CARTWRIGHT Appointed: 2020, Occupation: Charity Worker

JOANNA WELLS Appointed: 2021, Occupation: Charity Director

MAGGIE DESMOND Appointed: 2023, Occupation: Strategy Consultant

NICHOLAS ALSTON Appointed: 2021, Occupation: Retired

SANDRA HOLLIS Appointed: 2021, Occupation: Retired

SIMON HALL Appointed: 2021, Occupation: Retired

SOUMYA KRISHNA KUMAR Appointed: 2022

STEWART SANDERSON Appointed: 2023, Occupation: Senior Investment Director

TIM FIELD Appointed: 2023, Occupation: Partner At Law Firm

Legal constitution

Charitable company registered in England & Wales on 16/01/1996, number: 1052061
Registered at Companies House on 30/05/1995, number: 03062567

Gift Aid

Registered with HMRC for Gift Aid

Event History

06/12/2011 - Asset transfer in from THE DENNIS AND KATHLEEN SMITH CHARITY
04/12/2012 - Asset transfer in from TOWNSEND'S ENDOWMENT
04/12/2012 - Asset transfer in from LITTLE BRAXTED COMMUNITY AND EDUCATIONAL TRUST
15/04/2013 - Asset transfer in from READ PRIZES FUND
15/04/2013 - Asset transfer in from THE PASLOW COMMON EDUCATIONAL FOUNDATION
15/04/2013 - Asset transfer in from THE KENDRICK TRUST FUND
15/04/2013 - Asset transfer in from ESSEX AWARDS TRUST
15/04/2013 - Asset transfer in from JOHN HENRY BURROWS SCHOLARSHIP FUND
15/04/2013 - Asset transfer in from JOHN WILLIAM BURROWS PRIZE TRUST
15/04/2013 - Asset transfer in from THE JOHN HENRY BURROWS (THE ELDER) SCHOLARSHIP FUND
19/04/2013 - Asset transfer in from THE FREDERICK WILLIAM POWELL SCHOLARSHIP FUND
04/07/2014 - Asset transfer in from ESSEX FIRE EDUCATION AND COMMUNITY TRAINING
10/09/2015 - Asset transfer in from THE ESSEX YOUNG MUSICIANS TRUST
05/08/2016 - Asset transfer in from KAY JENKINS TRUST
06/02/2017 - Asset transfer in from GEORGE COURTAULD'S EDUCATIONAL CHARITY
09/05/2019 - Asset transfer in from FYFIELD PRE SCHOOL
04/11/2020 - Asset transfer in from OPERA RESTOR'D
25/07/2023 - Asset transfer in from THE BUTLER EDUCATIONAL FOUNDATION

Policies in force

Bullying and harassment policy and procedures
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
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

20 returns made; AR05: 1 days late, AR04: 39 days late,

Main office

Essex Community Foundation
3 Hoffmanns Way
CHELMSFORD
CM1 1GU

Objectives

2.1(a) The promotion of any charitable purposes for the benefit of the community in the county of Essex and its immediate neighbourhood;(b) Other exclusively charitable purposes in the United Kingdom and elsewhere which are, in the opinion of the Directors, beneficial to the community with a preference for those in the area of benefit.2.2 Nothing in these Articles shall authorise an application of the property of the Charity for purposes which are not charitable in accordance with any statutory provision regarding the meaning of the word charitable or the words charitable purposes in force in any part of the United Kingdom.

Defined Area of Benefit:

ESSEX

Data Sources