Finance Score: -2

Governance Score: 0

Support Score: 6

Deficit latest year: -2

Overall weighted support: +6

Overall GiG Score: 4

JOHN ELLERMAN FOUNDATION

John Ellerman Foundation is a general grantmaking trust distributing over ?4 million each year. The Foundation aims to support national charities working in the following three categories: Arts, Environment and Welfare.

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 much of its income. Its latest spending amounts to 4.3% of total funds

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24	£3,295	£6,471	£-3,176	£0	£151,408	£0	n/a	6	0
31/03/23	£3,180	£7,596	£-4,416	£0	£144,610	£0	n/a	7	0
31/03/22	£3,171	£7,358	£-4,187	£107	£155,636	£0	n/a	6	0
31/03/21	£3,156	£6,905	£-3,749	£74	£149,713	£0	n/a	6	0
31/03/20?	£3,824	£6,912	£-3,088	£80	£128,853	£0	n/a	5	0
31/03/18	£4,319	£6,879	£-2,560	£78	£140,156	£0	n/a	5	0
31/03/17	£4,100	£6,631	£-2,531	£70	£142,632	£0	n/a	5	0
31/03/16	£3,931	£6,024	£-2,093	£81	£128,809	£128,809	256.6	5	0
31/03/15	£3,692	£5,659	£-1,967	£48	£135,413	£135,413	287.1	5	0
31/03/14	£2,312	£4,385	£-2,073	£56	£123,819	£122,516	335.3	5	0
31/03/13	£1,951	£4,955	£-3,004	£44	£120,417	£119,142	288.5	6	0
31/03/12	£1,573	£5,055	£-3,482	£44	£115,638	£114,403	271.6	5	0
31/03/11	£1,340	£5,170	£-3,830	£49	£117,986	£116,793	271.1	4	0
31/03/10	£1,442	£4,790	£-3,348	£43	£116,824	£115,689	289.8	5	0
31/03/09	£1,866	£5,022	£-3,156	£41	£92,856	£91,767	219.3	5	0
31/03/08	£2,382	£5,078	£-2,696	£38	£110,243	£109,148	257.9	5	0
31/03/07	£1,811	£4,951	£-3,140	£35	£116,464	£115,406	279.7	5	0
31/03/06	£1,873	£4,410	£-2,537	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£1,987	£4,402	£-2,415	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£1,916	£4,319	£-2,403	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 4%
Liabilities/Income: 189%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.5

Asset Split ?

Balance Sheet History

Established: 53 years

www.ellerman.org.uk

enquiries@ellerman.org.uk

02079308566

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Calouste Gulbenkian Foundation, UK Branch - John Ellerman Foundation (UKOT's)
£84,000	26/10/2022	Further support towards a pooled UK Overseas Territories’ Fund designed to help restore and protect globally important environments which face significant threats from climate change and biodiversity loss.
Calouste Gulbenkian Foundation, UK Branch - John Ellerman Foundation
£100,000	04/11/2021	Support for a new pooled UKOTs Fund to help restore and protect globally important environments which face significant threats from climate change, over-exploitation and habitat destruction.
Dulverton Trust - UK Overseas Territories Collaborative Fund
£50,000	28/10/2021	UK Overseas Territories Collaborative Fund

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

ANNIKA SMALL Appointed: 2018

GERALDINE BLAKE Appointed: 2016

JONATHAN HUGHES Appointed: 2021

KEITH ANTHONY SHEPHERD Appointed: 2018

LILY TOMSON Appointed: 2023

PETER WILLIAM KYLE (Chair) Appointed: 2014

REBECCA AMY BUNCE Appointed: 2018

TUFYAL CHOUDHURY Appointed: 2018

Legal constitution

Charity registered in England & Wales on 29/11/1971, number: 263207

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

SUITE 10
FLOOR 6
Aria House
23 Craven Street
LONDON
WC2N 5NS

Objectives

1) THE OBJECT OF THE CHARITY IS FOR SUCH CHARITABLE PURPOSES WITHIN THE UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND OR THE REPUBLIC OF SOUTH AFRICA OR ELSEWHERE AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT. THIS SHALL NOT EXTEND TO THOSE PARTS OF THE CONTINENTS OF AMERICA WHICH LIE TO THE SOUTH OF THE UNITED STATES OF AMERICA. 2) WITHOUT DETRACTING FROM THE GENERALITY OF CLAUSE 4(1), THE TRUSTEES MAY AT THEIR DISCRETION GIVE PARTICULAR CONSIDERATION FOR THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS, IN PARTICULAR BY PROVIDING OR HELPING TO PROVIDE OR OBTAIN IMPROVED HOUSING FOR SUCH PERSONS, PARTICULARLY IN INNER CITY AREAS, OR BY PROVIDING WHATEVER OTHER FACILITIES MAY HELP TO IMPROVE THE STANDARD OF LIVING OF SUCH PERSONS, IN WHATEVER WAYS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NATIONAL

Data Sources

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