Finance Score: 2

Governance Score: 6

Support Score: 7

Volatile income: -3
Future income +5
No PartB

Good trustee age range: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +4

Overall GiG Score: 15

THE EMILY JORDAN FOUNDATION

The Aim of The Emily Jordan Foundation:To support individuals with learning and physical disabilities to lead fulfilled lives

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Income has been volatile recently
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
31/07/23		£45	£55	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/07/22		£43	£38	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/07/21		£76	£82	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/07/20		£165	£148	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/07/19	*	£197	£56	£141	n/a	n/a	n/a	n/a	n/a	n/a
31/07/18		£104	£42	£62	n/a	n/a	n/a	n/a	n/a	n/a
31/07/17		£162	£98	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/07/16		£89	£87	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/07/15		£62	£98	£-36	n/a	n/a	n/a	n/a	n/a	n/a
31/07/14		£43	£24	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/07/13		£97	£56	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/07/12		£121	£75	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/07/11		£51	£31	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/07/10		£92	£13	£78	n/a	n/a	n/a	n/a	n/a	n/a
31/07/09		£87	£0	£87	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 16 years

www.theemilyjordanfoundation.org.uk

info@theemilyjordanfoundation.org.uk

07980770701

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

Provides financial or material assistance

How it operates

Provides services

Where it operates

Herefordshire, Shropshire, Worcestershire,

Who it helps

People With Disabilities

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
Postcode Local Trust - Project Funding
£24,399	29/09/2023	Funding provided learning classes/reading equipment to support 40 adults with moderate learning disabilities who couldn't read and write.
Garfield Weston Foundation - Main Grants award
£5,000	25/08/2023	EJF minivan project for adults with moderate learning disabilities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 35-79

CHRISTOPHER MICHAEL JORDAN (Chair) Appointed: 2008, Occupation: Student

DAVID ETHERINGTON QC

HELEN JORDAN Appointed: 2008, Occupation: Student

JAMES GAMMOND Appointed: 2023

LINDSAY WEBB Appointed: 2008, Occupation: Company Secretary

LUCY SLATER Appointed: 2008, Occupation: Teacher

LOU GOLDSMITH Appointed: 2015, Occupation: Police Woman

MARTYN PRICE, Occupation: Retired

MICHAEL JEFFERIES Appointed: 2008, Occupation: Chartered Accountant

PHILIPPA HALL Appointed: 2011, Occupation: Economist

VAIBHAV MODGIL Appointed: 2015, Occupation: Medical Consultant

Legal constitution

Charitable company registered in England & Wales on 06/08/2008, number: 1125382
Registered at Companies House on 30/06/2008, number: 06634048

Gift Aid

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
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

15 returns made; AR19: 149 days late,

Main office

VALLEY HOUSE
TRIMPLEY
BEWDLEY
DY12 1PG

Objectives

TO ACT AS A RESOURCE FOR PEOPLE WITH LEARNING DIFFICULTIES BY PROVIDING ADVICE ANDASSISTANCE, RESIDENTIAL FACILITIES AND ORGANISING PROGRAMMES OF PHYSICAL, EDUCATIONAL ANDOTHER ACTIVITIES A S A MEANS OF: ~~ ¨ ______3.13.23.3(A) ADVANCING IN LIFE AND HELPING PEOPLE WITH LEARNING DIFFICULTIES BY DEVELOPINGTHEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY ASINDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS;(B) ADVANCING EDUCATION;(C) RELIEVING UNEMPLOYMENT;(D) PROVIDING RECREATIONAL AND LEISURE TIME ACTIVITY IN THE INTERESTS OF SOCIAL WELFAREFOR PEOPLE WHO HAVE NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY,POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES WITH A VIEW TO IMPROVING THECONDITIONS OF LIFE OF SUCH PERSONS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources

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