Finance Score: -8

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: -5

THE JOHNSON FOUNDATION

To promote any charitable purposes for the benefit of the City of Liverpool or of the immediate neighbourhood and in particular the advancement of education, the preservation and protection of health and the relief of poverty and sickness

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years 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	Volun- teers
31/03/23	*	£106	£152	£-46	n/a	n/a	n/a	n/a	n/a	73
31/03/22	*	£109	£132	£-23	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£93	£198	£-105	n/a	n/a	n/a	n/a	n/a	11
31/03/20		£153	£675	£-522	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£224	£214	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£199	£354	£-155	£0	£0	£0	n/a	0	0
31/03/17		£160	£327	£-166	£0	£0	£0	n/a	0	0
31/03/16		£314	£715	£-400	£0	£0	£0	n/a	0	0
31/03/15		£185	£124	£61	£0	£0	£0	n/a	0	0
31/03/14		£152	£225	£-72	£0	£0	£0	n/a	0	0
31/03/13		£127	£367	£-239	£0	£0	£0	n/a	0	0
31/03/12		£134	£87	£47	£0	£0	£0	n/a	0	0
31/03/11		£130	£184	£-53	£0	£0	£0	n/a	0	0
31/03/10		£140	£115	£25	£0	£0	£0	n/a	0	0
31/03/09		£168	£115	£53	£0	£0	£0	n/a	0	0
31/03/08		£152	£382	£-231	£0	£0	£0	n/a	0	0
31/03/07		£136	£565	£-429	£0	£0	£0	n/a	0	0
31/03/06		£200	£246	£-46	£0	£0	£0	n/a	0	0
31/03/05		£184	£263	£-79	£0	£0	£0	n/a	0	0
31/03/04	*	£218	£181	£37	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 37 years

kate@johnsonfoundation.co.uk

01516506987

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
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

GiG Classification

Other individual and family services

How it operates

Makes Grants to Organisations
Other charitable activities
Sponsors or undertakes research

Where it operates

Liverpool City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
73 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-84

HUGH STEPHEN FROST Appointed: 2021, Occupation: Company Director

CHRISTOPHER WILLIAM JOHNSON Appointed: 1987, Occupation: Company Director

CHARLOTTE LOUISE JOHNSON Appointed: 2018, Occupation: Company Director

SUSAN ANNE STEVENSON Appointed: 2018, Occupation: Retired

KATHERINE ELIZABETH EUGENI (Chair) Appointed: 2018, Occupation: Executive Trustee, Other trusteeships: THE LAURIES LTD, WIRRAL YOUTH ZONE,

Legal constitution

Charitable company registered in England & Wales on 06/04/1987, number: 518660
Registered at Companies House on 11/03/1987, number: 02109197

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Safeguarding policy and procedures

Filing Record

20 returns made; AR23: 6 days late, AR22: 48 days late, AR04: 1 days late,

Main office

Pacific Road Business Hub
1 Pacific Road
BIRKENHEAD
WIRRAL
CH41 1LJ

Objectives

1. TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE CITY OF LIVERPOOL (WHATEVER ITS AREA FOR THE TIME BEING) OR OF THE IMMEDIATE NEIGHBOURHOOD OR ANY PART OF THE SAID CITY AS THE COUNCIL SHALL FROM TIME TO TIME IN ITS DISCRETION DETERMINE. 2. TO PROMOTE ANY CHARITABLE PURPOSES AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PRESERVATION AND PROTECTION OF HEALTH AND RELIEF OF POVERTY AND SICKNESS.

Defined Area of Benefit:

CITY OF LIVERPOOL

Data Sources