Finance Score: 0

Governance Score: -6

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1

Only 3 Trustees: -2
Narrow trustee age band: -2
Very static board: -5
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: -3

THE ELMHURST FOUNDATION

The provision of a range of apprenticeships for the local community. To advance the education of the public in health and wellbeing-wellness, through traditional, holistic therapies and practices, including yoga. To share its capacity and learning for public benefit with its community locally; specifically neighbouring charities with similar purposes.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

Established: 9 years

www.elmhurstfoundation.org

info@elmhurstfoundation.org

01225 834644

Charity Commission for England and Wales

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
31/03/23	£3,307	£2,718	£589	£0	£5,327	£5,327	23.5	51	1
31/03/22	£2,540	£2,510	£30	£2,305	£4,738	£4,738	22.7	55	0
31/03/21	£3,461	£2,590	£871	£2,482	£4,708	£4,708	21.8	107	0
31/03/20	£3,409	£3,332	£77	£3,217	£3,836	£3,836	13.8	107	0
31/03/19	£3,704	£3,162	£542	£0	£3,759	£3,759	14.3	97	0
31/03/18	£3,182	£3,089	£93	£3,060	£3,217	£3,217	12.5	0	0
31/03/17?	£3,404	£294	£3,110	£243	£3,106	£3,106	126.7	90	0
30/04/16	£5	£8	£-3	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 48%
Liabilities/Income: 151%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 23.5 months
Net Current Assets/Spending: -12 months
Quick Ratio: 0.1

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

51 employees
1 volunteer

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: 61-64

DAVID JAMES COX Appointed: 2015, Occupation: Director, Other trusteeships: THE ELMHURST FOUNDATION, PIG SHED TRUST,

HELEN LOUISE AYLWARD-SMITH (Chair) Appointed: 2015, Occupation: None, Other trusteeship: THE ELMHURST FOUNDATION,

SIMON WILLIAM WATERFIELD Appointed: 2015, Occupation: Chartered Surveyor, Other trusteeship: THE ELMHURST FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 14/09/2015, number: 1163539
Registered at Companies House on 15/04/2015, number: 09544512

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

8 returns made; all on time

Main office

Combe Grove
Brassknocker Hill
Monkton Combe
BATH
BA2 7HS

Objectives

THE OBJECTS OF THE CHARITY ARE TO FURTHER SUCH CHARITY OR CHARITIES OR SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Data Sources