Finance Score: -3

Governance Score: 3

Support Score: 6

Volatile income: -3
No PartB

Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 6

THE BETH JOHNSON FOUNDATION

Beth Johnson Foundation's purpose is to stimulate/facilitate change to enhance the quality of life and experience of the ageing process for older people through its current four programmes of work being Advocacy, Health, Intergenerational Practice and Midlife; to influence policy makers/ funders to have increasing focus on effective measures to increase people's well-being and health as they age.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Financial issues to consider:

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

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
31/12/23	£441	£494	£-53	n/a	n/a	n/a	n/a	n/a	19
31/12/22	£541	£530	£11	£4	£408	£408	9.2	16	18
31/12/21	£481	£501	£-20	n/a	n/a	n/a	n/a	n/a	14
31/12/20	£555	£521	£35	£4	£417	£417	9.6	20	36
31/12/19	£843	£570	£274	£3	£382	£129	2.7	19	18
31/12/18	£569	£577	£-7	£25	£109	£109	2.3	19	0
31/12/17	£734	£748	£-14	£22	£116	£116	1.9	23	0
31/12/16	£929	£879	£51	£4	£130	£130	1.8	21	0
31/12/15	£959	£989	£-30	£25	£80	£80	1	18	0
31/12/14	£965	£969	£-4	£33	£110	£109	1.4	18	0
31/12/13	£1,035	£1,094	£-59	£122	£113	£113	1.2	18	0
31/12/12	£897	£975	£-78	£113	£172	£171	2.1	18	0
31/12/11	£952	£944	£8	£121	£250	£234	3	22	0
31/12/10	£1,066	£1,048	£18	£121	£242	£241	2.8	24	0
31/12/09	£952	£885	£66	£141	£224	£224	3	22	0
31/12/08	£893	£735	£158	£133	£158	£154	2.5	13	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 16 years

www.bjf.org.uk

admin@bjf.org

01782844036

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Throughout England And Wales,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
19 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

National Lottery Community Fund	£146,139
Community Foundation for Nthn Ireland	£9,865
Halifax Foundation for Northern Ireland	£4,850

Specific Donations

Amount	When Months	To be used for
Halifax Foundation for Northern Ireland - Building Age-friendly Communities
£4,850	07/12/2022	Towards an intergenerational project with care homes and schoolchildren from disadvantaged areas across NI.
National Lottery Community Fund - Even Better Together
£86,882	28/04/2022	The funding will be used to counter loneliness and isolation for an estimated 1250 older people building dementia advocacy skills to address particular local challenges and amplifying older people's ....more The funding will be used to counter loneliness and isolation for an estimated 1250 older people building dementia advocacy skills to address particular local challenges and amplifying older people's voices. This continues the work begun through the organisation's Reaching Communities project Better Together which saw BJF complement the face-to-face work of the other charities primarily as an evaluator. In this project MHA will deliver services in urban North Stoke (Stoke-on-Trent being England's 13th most deprived local authority) and the largely rural Staffordshire Moorlands (which has Staffordshire's highest rate of old-age dependency). FHC will be delivering services throughout urban South Stoke and urban / rural Newcastle-under-Lyme. Note: The partners have opted to take advantage of Partnerships' equitable model meaning that each partner will receive a discrete grant within the overall project which is held together by a Partnership Agreement. This is largely because although their outgoing project adopted a 'lead partner model' all partners feel that the equitable model will better support the efficiency of their delivery.
National Lottery Community Fund - Championing positive ageing: 50 years on...
£5,150	25/02/2022	The funding will be used to deliver a small programme of events across the year to celebrate 50 years of supporting older communities in Stoke-on-Trent. The project aims to celebrate relationships ....more The funding will be used to deliver a small programme of events across the year to celebrate 50 years of supporting older communities in Stoke-on-Trent. The project aims to celebrate relationships across local communities recognise and improve places and spaces that matter to communities of older people and inform a future of continuing support.
Community Foundation for Nthn Ireland - Reaching Out Together- Digitally Connecting Generations
£9,865	20/08/2020 5	Towards the Reaching Out Together- Digitally Connecting Generations
National Lottery Community Fund - Bereavement and loss help points: Helping communities to support each other
£54,107	28/05/2020 12	The funding will be used to address loss and grief among disenfranchised and already marginalised older people many of whom are experiencing loneliness during the Covid-19 crisis.
National Lottery Community Fund - Healthy Generations
£316,982	28/09/2018 36	This funding will be used to support older people, aged over 50, and build on its current services. Sessions will be ran to discuss adapting for older age and challenge the stereotypes and stigmas ....more This funding will be used to support older people, aged over 50, and build on its current services. Sessions will be ran to discuss adapting for older age and challenge the stereotypes and stigmas associated with getting older. Activities will also be provided to raise awareness of health and wellbeing, as well as courses to help people learn new skills, such as technology and IT through a 'tech buddies' scheme. This will bring people together to meet new friends, boosting confidence and wellbeing.
National Lottery Community Fund - TPP2 Connecting Care Homes
£5,000	05/05/2017 11	TPP2 Connecting Care Homes
National Lottery Community Fund - Linking Generations development funding
£50,000	27/01/2016 6	Linking Generations development funding
National Lottery Community Fund - Digital Age
£246,422	13/10/2014 24	Not Available

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-78

HILARY STEFANELLI Appointed: 2023, Occupation: Retired

SIOBHAN REILLY Appointed: 2023, Occupation: Nurse

DR CHRISTOPHER MICHAEL CHESHIRE Appointed: 2017, Occupation: N/A

DR JANE JERVIS Appointed: 2020, Occupation: Academic

NICHOLAS EDMUND JOHN MASLEN Appointed: 2017, Occupation: N/A

PAUL FRANK DONOVAN RIDDELL Appointed: 2017, Occupation: Equality & Diversity Consultant

PROFESSOR ZIV AMIR (Chair) Appointed: 2016, Occupation: Professor

Legal constitution

Charitable company registered in England & Wales on 22/01/2008, number: 1122401
Registered at Companies House on 14/12/2007, number: 06454378

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

16 returns made; all on time

Main office

PARKFIELD HOUSE
64 PRINCES ROAD
HARTSHILL
STOKE-ON-TRENT
STAFFORDSHIRE
ST4 7JL

Objectives

FOR THE IMPROVEMENT OF THE CONDITION OR QUALITY OF LIFE (INCLUDING RECREATION, EDUCATION AND LEISURE) OF ANY PERSON LIVING IN THE UNITED KINGDOM WHO IS NOT LESS THAN FIFTY YEARS OF AGE BY THE INITIATION OF EXPLORATORY AND EXPERIMENTAL RESEARCH AND SERVICE BASED PROJECTS AND THE EVALUATION AND DISSEMINATION OF THE RESULTS OF SUCH RESEARCH.

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources