01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 29 November 1971
- Removed
- Not supplied
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £3,431,000
- Latest expenditure
- £6,239,000
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: SUITE 10, FLOOR 6, Aria House, 23 Craven Street, LONDON, WC2N 5NS
Website recorded by the regulator: www.ellerman.org.uk (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 27 August 2025
- Date Accounts Received
- 27 August 2025
- Total Gross Income
- £3,431,000
- Total Gross Expenditure
- £6,239,000
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 8 August 2024
- Date Accounts Received
- 8 August 2024
- Total Gross Income
- £3,295,000
- Total Gross Expenditure
- £6,471,000
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 18 October 2023
- Date Accounts Received
- 18 October 2023
- Total Gross Income
- £3,180,000
- Total Gross Expenditure
- £7,596,000
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 5 August 2022
- Date Accounts Received
- 5 August 2022
- Total Gross Income
- £3,171,000
- Total Gross Expenditure
- £7,358,000
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 15 September 2021
- Date Accounts Received
- 15 September 2021
- Total Gross Income
- £3,156,000
- Total Gross Expenditure
- £6,905,000
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 27 August 2025
- Total Gross Income
- £3,431,000
- Total Gross Expenditure
- £6,239,000
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- Yes
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 80001 90000
- 1
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 8 August 2024
- Total Gross Income
- £3,295,000
- Total Gross Expenditure
- £6,471,000
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- Yes
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 18 October 2023
- Total Gross Income
- £3,180,000
- Total Gross Expenditure
- £7,596,000
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- Yes
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 5 August 2022
- Total Gross Income
- £3,171,000
- Total Gross Expenditure
- £7,358,000
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 15 September 2021
- Total Gross Income
- £3,156,000
- Total Gross Expenditure
- £6,905,000
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 27 August 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 3331000
- Income Other
- 100000
- Income Total Income And Endowments
- 3431000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £480,000
- Expenditure Charitable Expenditure
- £5,759,000
- Expenditure Other
- 0
- Expenditure Total
- 6239000
- Expenditure Investment Management
- 397000
- Expenditure Grants Institution
- 5064000
- Expenditure Governance
- 695000
- Expenditure Support Costs
- 783000
- Expenditure Depreciation
- 32000
- Gain Loss Investment
- -11348000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 740000
- Gain Loss Other
- 0
- Reserves
- £3,145,000
- Assets Total Fixed
- 144036000
- Assets Own Use
- 2075000
- Assets Long Term Investment
- 141961000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,051,000
- Assets Total Liabilities
- £5,566,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £142,521,000
- Creditors One Year Total Current
- 3557000
- Creditors Falling Due After One Year
- 2009000
- Assets Cash
- £3,145,000
- Funds Endowment
- 142521000
- Funds Unrestricted
- 0
- Funds Restricted
- 0
- Funds Total
- 142521000
- Count Employees
- 7
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 8 August 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 3218000
- Income Other
- 0
- Income Total Income And Endowments
- 3218000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £6,471,000
- Expenditure Other
- 0
- Expenditure Total
- 6471000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 5210000
- Expenditure Governance
- 525000
- Expenditure Support Costs
- 824000
- Expenditure Depreciation
- 34000
- Gain Loss Investment
- 6613000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,186,000
- Assets Total Fixed
- 154672000
- Assets Own Use
- 1363000
- Assets Long Term Investment
- 153309000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,953,000
- Assets Total Liabilities
- £6,217,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £151,408,000
- Creditors One Year Total Current
- 4161000
- Creditors Falling Due After One Year
- 2056000
- Assets Cash
- £2,186,000
- Funds Endowment
- 151408000
- Funds Unrestricted
- 0
- Funds Restricted
- 0
- Funds Total
- 151408000
- Count Employees
- 6
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 18 October 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 2514000
- Income Other
- 0
- Income Total Income And Endowments
- 2514000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £7,596,000
- Expenditure Other
- 0
- Expenditure Total
- 7596000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 6181000
- Expenditure Governance
- 548000
- Expenditure Support Costs
- 941000
- Expenditure Depreciation
- 35000
- Gain Loss Investment
- -10985000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,426,000
- Assets Total Fixed
- 148138000
- Assets Own Use
- 1394000
- Assets Long Term Investment
- 146744000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,136,000
- Assets Total Liabilities
- £6,664,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £144,610,000
- Creditors One Year Total Current
- 4189000
- Creditors Falling Due After One Year
- 2475000
- Assets Cash
- £2,426,000
- Funds Endowment
- 144610000
- Funds Unrestricted
- 0
- Funds Restricted
- 0
- Funds Total
- 144610000
- Count Employees
- 7
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 5 August 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 3020000
- Income Other
- 151000
- Income Total Income And Endowments
- 3171000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £673,000
- Expenditure Charitable Expenditure
- £6,685,000
- Expenditure Other
- 0
- Expenditure Total
- 7358000
- Expenditure Investment Management
- 566000
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 747000
- Expenditure Depreciation
- 37000
- Gain Loss Investment
- 10750
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 159162000
- Assets Own Use
- 1433000
- Assets Long Term Investment
- 157729000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,314,000
- Assets Total Liabilities
- £7,840,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £155,636,000
- Creditors One Year Total Current
- 5954000
- Creditors Falling Due After One Year
- 1886000
- Assets Cash
- £3,470,000
- Funds Endowment
- 155636000
- Funds Unrestricted
- 0
- Funds Restricted
- 0
- Funds Total
- 155636000
- Count Employees
- 6
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 15 September 2021
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 3136000
- Income Other
- 20000
- Income Total Income And Endowments
- 3156000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £607,000
- Expenditure Charitable Expenditure
- £6,298,000
- Expenditure Other
- 0
- Expenditure Total
- 6905000
- Expenditure Investment Management
- 533000
- Expenditure Grants Institution
- 5710000
- Expenditure Governance
- 60000
- Expenditure Support Costs
- 692000
- Expenditure Depreciation
- 37000
- Gain Loss Investment
- 24609000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 151832000
- Assets Own Use
- 0
- Assets Long Term Investment
- 151832000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,748,000
- Assets Total Liabilities
- £6,867,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £149,713,000
- Creditors One Year Total Current
- 4935000
- Creditors Falling Due After One Year
- 1932000
- Assets Cash
- £3,936,000
- Funds Endowment
- 149713000
- Funds Unrestricted
- 0
- Funds Restricted
- 0
- Funds Total
- 149713000
- Count Employees
- 6
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
08 Official extract
Charity Event History
- Charity Name
- JOHN ELLERMAN FOUNDATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1971-11-29T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- SCHEME DATED 27/03/2002AS AMENDED BY RESOLUTION DATED 26/05/2011AS AMENDED BY RESOLUTION DATED 23/05/2013AS AMENDED ON 17/10/2014AS AMENDED ON 30 MAR 2017 as amended on 26 Nov 2015 as amended on 29 Nov 2018 as amended on 25 May 2017
- Charitable Objects
- 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.
- Area Of Benefit
- NATIONAL
10 Official extract
Charity Other Names
- Charity Name Id
- 226533
- Charity Name Type
- Previous name
- Charity Name
- THE JOHN ELLERMAN FOUNDATION
11 Official extract
Charity Policy
- Policy Name
- Social media policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investment