Finance Score: -5

Governance Score: 5

Support Score: 2

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +2

Overall GiG Score: 2

ALEX FERRY FOUNDATION

This is a grant making charity, you can view its grants here

N/A

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending since inception
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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
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
31/12/22		£426	£776	£-350	n/a	n/a	n/a	n/a	n/a	0
31/12/21	*	£377	£629	£-252	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£209	£733	£-524	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£608	£385	£223	£0	£16,271	£16,271	507.1	0	0
31/12/18	*	£14,395	£11	£14,384	£0	£14,629	£14,629	15958.9	0	2

Show financials table -->

Download accounts

Senior Staff Costs/Total Spending: 13%
Highest pay band: £80,000-£90,000

Established: 6 years

www.ferryfoundation.org.uk

02081945915

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Alex Ferry Foundation - Breathe Safe campaign
£5,035	01/10/2021	research grant
Alex Ferry Foundation - Breathe Safe campaign
£5,035	01/10/2021	research grant

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 36-73

ALADAIR MCDIARMID Appointed: 2018, Occupation: Trade Union Operations Director

DOMINIC BRADBURY Appointed: 2023, Occupation: None

MAHFOOZ KHAN Appointed: 2023, Occupation: Convenor/Chief Negotiator

MATTHEW ROBERTS Appointed: 2023, Occupation: Trade Union Official

COLIN STEVENSON Appointed: 2018, Occupation: None

DIANA MARGARET HOLLAND Appointed: 2018, Occupation: Trade Union Official

DUNCAN MCPHEE Appointed: 2018, Occupation: None

MR TIM GRIFFITHS Appointed: 2018, Occupation: None

JOHN DAVID EMERSON (Chair) Appointed: 2020, Occupation: Retired, Other trusteeship: THE DAVID FAMILY FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 07/09/2018, number: 1179847
Registered at Companies House on 11/01/2018, number: 11145243

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

5 returns made; AR21: 50 days late, AR18: 266 days late,

Main office

Alex Ferry Foundation
10 Salamanca Place
Vauxhall
London
SE1 7HB

Objectives

The Charity's objects (the Objects) are specifically restricted to the following:(1) The relief of financial hardship/poverty among workers and former workers (and their families and dependants) in the UK shipbuilding and engineering industries and in related manufacturing industries, including relief from the consequences of unemployment among former workers in those industries in such ways as may be thought fit, including assistance to find employment.(2) The promotion of education and/or training (including through apprenticeships) of workers and former workers in the UK shipbuilding and engineering industries and in related manufacturing industries and their spouses/partners and children in full-time education (up to the age of 25), including education and/or training in matters of health and safety in the workplace.(3) The carrying out and publishing of research into the provision of occupational pensions, and educating the public in that subject.(4) The carrying out and publishing of research into ways in which the quality of life of workers in the UK shipbuilding and engineering industries and in related manufacturing industries might be improved, including their work/life balance.(5) The relief of sickness and the preservation of health among workers and former workers (and their families and dependants) in the UK shipbuilding and engineering industries and in related manufacturing industries. Nothing in the Articles shall authorise an application of the property of the Charity for purposes which are not charitable (for the avoidance of doubt, charitable purposes include such purposes as are specified by section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and/or section 2 of the Charities Act (Northern Ireland) 2008).

Data Sources