Overall GiG Score: 6 ?
Finance Score: -1
Governance Score: 0
Support Score: 7
  • Volatile income
  • spending growth: -1
    • Grant maker support: +7

    JOHN ELLERMAN FOUNDATION 

    John Ellerman Foundation is a general grantmaking trust distributing over ?4 million each year. The Foundation aims to support national charities working in the following three categories: Arts, Environment and Welfare.
    Analysis by Giving is Great

    Positives:

    • The charity has received backing from several prominent grant makers recently
    • This charity has an endowment fund which generates most of its income

    Regulatory & Governance issues to consider:

    • This charity only provides its support via other charities

    Financial issues to consider:

    • Income has been volatile recently but spending has been maintained
    Established: 52 years

    www.ellerman.org.uk

    enquiries@ellerman.org.uk

    02079308566

    Charity Commission for England and Wales
    UN SDGs
    ?

    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£3,180£7,596£-4,416£0£144,610£0n/a70
    31/03/22£3,171£7,358£-4,187£107£155,636£0n/a60
    31/03/21£3,156£6,905£-3,749£74£149,713£0n/a60
    31/03/20£3,824£6,912£-3,088£80£128,853£0n/a50
    31/03/19£4,091£6,544£-2,453£80£143,548£0n/a50
    31/03/18£4,319£6,879£-2,560£78£140,156£0n/a50
    31/03/17£4,100£6,631£-2,531£70£142,632£0n/a50
    31/03/16£3,931£6,024£-2,093£81£128,809£128,809256.650
    31/03/15£3,692£5,659£-1,967£48£135,413£135,413287.150
    31/03/14£2,312£4,385£-2,073£56£123,819£122,516335.350
    31/03/13£1,951£4,955£-3,004£44£120,417£119,142288.560
    31/03/12£1,573£5,055£-3,482£44£115,638£114,403271.650
    31/03/11£1,340£5,170£-3,830£49£117,986£116,793271.140
    31/03/10£1,442£4,790£-3,348£43£116,824£115,689289.850
    31/03/09£1,866£5,022£-3,156£41£92,856£91,767219.350
    31/03/08£2,382£5,078£-2,696£38£110,243£109,148257.950
    31/03/07£1,811£4,951£-3,140£35£116,464£115,406279.750
    31/03/06£1,873£4,410£-2,537£0£0£0n/a00
    31/03/05£1,987£4,402£-2,415£0£0£0n/a00
    31/03/04£1,916£4,319£-2,403£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Senior Staff Costs/Total Spending: 3%
    Highest pay band: £100,000-£110,000
    Liabilities/Assets: 4%
    Liabilities/Income: 210%
    Unrestricted Funds/Total Funds: 0%
    Reserves/Spending: 0 months
    Net Current Assets/Spending: -2 months
    Quick Ratio: 0.6
    Asset Split ?
    What it does
    • General Charitable Purposes
    Who works here?
    • 7 employees
    Who it helps
    • Other Charities Or Voluntary Bodies
    How it operates
    • Makes Grants to Organisations
    Where it operates
    • Northern Ireland, Scotland, Throughout England And Wales,

    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
    Calouste Gulbenkian Foundation, UK Branch - John Ellerman Foundation (UKOT's)
    £84,000 26/10/2022
    Further support towards a pooled UK Overseas Territories’ Fund designed to help restore and protect globally important environments which face significant threats from climate change and ....more
    Calouste Gulbenkian Foundation, UK Branch - John Ellerman Foundation
    £100,000 04/11/2021
    Support for a new pooled UKOTs Fund to help restore and protect globally important environments which face significant threats from climate change, over-exploitation and habitat destruction.
    Dulverton Trust - UK Overseas Territories Collaborative Fund
    £50,000 28/10/2021
    UK Overseas Territories Collaborative Fund

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (8)
    Current Trustees appointed

    Legal constitution
    • Charity registered in England & Wales on 29/11/1971, number: 263207
    Gift Aid
    • NOT 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
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding policy and procedures
    • Serious incident reporting policy and procedures
    • Social media policy and procedures
    • Trustee conflicts of interest policy and procedures
    • Trustee expenses policy and procedures
    Filing Record
    20 returns made; all on time
    Main office

    SUITE 10
    FLOOR 6
    Aria House
    23 Craven Street
    LONDON
    WC2N 5NS

    Objectives

    1) THE OBJECT OF THE CHARITY IS FOR SUCH CHARITABLE PURPOSES WITHIN THE UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND OR THE REPUBLIC OF SOUTH AFRICA OR ELSEWHERE AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT. THIS SHALL NOT EXTEND TO THOSE PARTS OF THE CONTINENTS OF AMERICA WHICH LIE TO THE SOUTH OF THE UNITED STATES OF AMERICA. 2) WITHOUT DETRACTING FROM THE GENERALITY OF CLAUSE 4(1), THE TRUSTEES MAY AT THEIR DISCRETION GIVE PARTICULAR CONSIDERATION FOR THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS, IN PARTICULAR BY PROVIDING OR HELPING TO PROVIDE OR OBTAIN IMPROVED HOUSING FOR SUCH PERSONS, PARTICULARLY IN INNER CITY AREAS, OR BY PROVIDING WHATEVER OTHER FACILITIES MAY HELP TO IMPROVE THE STANDARD OF LIVING OF SUCH PERSONS, IN WHATEVER WAYS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

    Defined Area of Benefit:

    NATIONAL

    Data Sources

    Charity Commission for England and Wales
    360 Giving
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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