Finance Score: 5
Governance Score: 9
Support Score: 8
  • Future income +5
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 22 ?

THE ETHICAL PROPERTY FOUNDATION

We support charitable organisations and community groups to manage their premises effectively, whether rented or owned, through expert property advice, education, consultancy and research.
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity only provides its support via other charities

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/09/23£234£226£8n/an/an/an/an/an/a
30/09/22£285£278£7n/an/an/an/an/an/a
30/09/21£197£185£12n/an/an/an/an/an/a
30/09/20£195£192£3n/an/an/an/an/an/a
30/09/19£177£174£3n/an/an/an/an/an/a
30/09/18£182£218£-35n/an/an/an/an/an/a
30/09/17£204£198£7n/an/an/an/an/an/a
30/09/16£213£186£27n/an/an/an/an/an/a
30/09/15£178£229£-51n/an/an/an/an/an/a
30/09/14£198£252£-54n/an/an/an/an/an/a
30/09/13£280£250£30n/an/an/an/an/an/a
30/09/12£300£271£30n/an/an/an/an/an/a
30/09/11£219£215£4n/an/an/an/an/an/a
30/09/10£188£190£-2n/an/an/an/an/an/a
30/09/09£165£235£-70n/an/an/an/an/an/a
30/09/08£325£222£103n/an/an/an/an/an/a
30/09/07*£173£132£41n/an/an/an/an/an/a
30/09/06£95£95£0n/an/an/an/an/an/a
30/09/05£52£38£14n/an/an/an/an/an/a
30/09/04£37£11£26n/an/an/an/an/an/a

Senior Staff Costs/Total Spending: 35%
Highest pay band: £60,000-£70,000
Established: 21 years

www.propertyhelp.org

mail@ethicalproperty.org.uk

01923378603

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
GiG Classification
  • General Community services
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • 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.

Major supporters in last 5 years
City Bridge Trust£391,200
Garfield Weston Foundation£175,000
Tudor Trust£17,000
John Lyon's Charity£15,000
Specific Donations
Amount When
Months
To be used for
City Bridge Trust - Grant to Ethical Property Foundation
£228,700 27/10/2023
36
£228,700 over three years (£72,500; £76,200; £80,000) towards Ethical Property Foundation?s work with the London voluntary sector, including contributions towards salaries including CEO, Head of Property Advisory and Learning Coordinator.
Garfield Weston Foundation - Main Grants award
£50,000 07/07/2023
BUILDING ON THE WESTON PROPERTY MANUAL: PRACTICAL PROPERTY ONLINE EDUCATION AND SUPPORT
John Lyon's Charity - Capacity Building grant to Ethical Property Foundation
£5,000 31/01/2023
Core Costs
Garfield Weston Foundation - Main Grants award
£30,000 04/02/2022
Managing Your Capital Project for Long Term Success
Garfield Weston Foundation - Main Grants award
£70,000 29/10/2021
Managing Your Capital Project for Long Term Success
John Lyon's Charity - Capacity Building grant to Ethical Property Foundation
£10,000 10/03/2021
12
Practical Property Training for Youth Organisations
Tudor Trust - Grant to Ethical Property Foundation
£2,000 13/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
City Bridge Trust - Grant to Ethical Property Foundation
£150,000 17/09/2020
36
£150,000 over three years (3 x £50,000) towards staff, associate and running costs to continue to provide a property advice service to benefit London’s voluntary and community organisations.
Garfield Weston Foundation - Main Grants award
£25,000 12/06/2020
National Programme for Property Education: Building Long term Property Know-how within Small Voluntary Groups in their Communities
Tudor Trust - Grant to Ethical Property Foundation (COVID19 Grant)
£15,000 11/05/2020
12
as additional core funding for an organisation providing support and advice to charitable groups across England & Wales dealing with property related issues during the Coronavirus outbreak
City Bridge Trust - Grant to Ethical Property Foundation
£12,500 09/04/2020
A one-off, unrestricted grant of £12,500, equivalent to one regular quarterly payment for the organisation’s current grant.
Tudor Trust - Grant to Ethical Property Foundation
£75,000 08/10/2019
36
over three years as continuation funding towards a programme offering property advice and support to charitable organisations in marginalised areas of England & Wales
City Bridge Trust - Grant to Ethical Property Foundation
£150,000 20/09/2017
36
£150,000 (£60,000; £50,000; £40,000) over three years towards core salaries and running costs to continue to provide a property advice service to benefit London’s voluntary and community organisations.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£40,000 13/07/2017
24
National Programme for Property Education 2018: Bringing Property Knowledge to Voluntary Groups in Areas of Multiple Deprivation
Tudor Trust - Grant to Ethical Property Foundation
£70,000 21/10/2016
36
over three years as continuation funding for a programme offering property advice and support to charities and community groups in marginalised areas in England and Wales
City Bridge Trust - Grant to Ethical Property Foundation
£147,500 25/09/2014
36
£147,500 over three years (£49,700; £49,300; £48,500) towards the provision of the London Property Advice Service to benefit voluntary organisations across London.
Tudor Trust - Grant to Ethical Property Foundation
£105,000 23/12/2013
36
over three years as continuation funding towards the core costs of an organisation advising charities and community groups on property issues across England _x000D_
Dulverton Trust - the property advice service for charities
£25,600 19/06/2013
the property advice service for charities
Esmee Fairbairn - Grant to Ethical Property Foundation
£165,000 06/12/2010
36
Towards Core costs Towards core costs to increase the reach and sustainability of the Property Advice Service.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 30-70
  • CAROLINE ABOMELI Appointed: 2019, Occupation: Director Of Communications
  • KIM WORTS Appointed: 2017, Occupation: Consultant
  • LUKE THURLOW Appointed: 2024, Occupation: Surveyor
  • MICHAEL FAHY Appointed: 2013, Occupation: Head Of The Real Estate Team Steeles (Law) Llp
  • PATRICIA ANNE MARY NICHOLSON Appointed: 2018, Occupation: Accountant
  • TIMOTHY PAUL HAGUE Appointed: 2022, Occupation: Surveyor
Legal constitution
  • Charitable company registered in England & Wales on 29/01/2004, number: 1101812
  • Registered at Companies House on 07/05/2003, number: 04756158
Gift Aid
  • Registered with HMRC for Gift Aid
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; AR07: 15 days late,
Main office

Ethical Property Foundation
70 Cowcross Street
LONDON
EC1M 6EJ

Objectives

TO PROMOTE SUCH PURPOSES AS MAY BE CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AND IN PARTICULAR TO PROMOTE THE EFFICIENCY AND EFFICACY OF CHARITIES

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales
360 Giving

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