THE ELMLEY FOUNDATION

Charity number: 1004043
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grantmaking to the arts in Herefordshire and Worcestershire and related cultural development

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £433,448
Total expenditure: £619,071

People

6 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
Where the charity operates:
  • Herefordshire
  • Worcestershire

Governance

Registration history:
  • 29 August 1991: Standard registration
Organisation type:
Charitable company
Other names:
  • ELMLEY FOUNDATION (Previous name)
Company number:
01959978 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DIANA SUSAN JOHNSON Chair 22 August 1991
THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
Received: On time
THE DARTINGTON NORTH DEVON FOUNDATION
Received: On time
Dr Thomas-Leo Richard True Trustee 30 July 2025
THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
Received: On time
Elmley Francis Dornonville de la Cour Trustee 01 January 2025
THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
Received: On time
Katherine Forde Trustee 01 January 2025
THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
Received: On time
Hugh Bampfield Carslake Trustee 01 December 2017
THE HENRY BARBER TRUST
Received: On time
DUMBRECK CHARITY
Received: On time
THE HARESTON CHARITY
Received: On time
THE BALDWIN BEWDLEY TRUST
Received: On time
The King's School Worcester Charitable Trust
Received: On time
SALLY KATRINA LUTON Trustee 07 May 2014
THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £247.04k £396.10k £358.53k £503.02k £433.45k
Total expenditure £273.22k £390.36k £416.53k £427.81k £619.07k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A £200.00k N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £303.02k N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £386.23k N/A
Expenditure - Raising funds N/A N/A N/A £41.58k N/A
Expenditure - Governance N/A N/A N/A £3.61k N/A
Expenditure - Grants institution N/A N/A N/A £287.98k N/A
Expenditure - Investment management N/A N/A N/A £25.61k N/A
Expenditure - Other N/A N/A N/A £0 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2025 12 January 2026 On time
Accounts and TAR 05 April 2025 12 January 2026 On time Download Open in new window
Annual return 05 April 2024 18 December 2024 On time
Accounts and TAR 05 April 2024 18 December 2024 On time Download Open in new window
Annual return 05 April 2023 04 January 2024 On time
Accounts and TAR 05 April 2023 04 January 2024 On time Download Open in new window
Annual return 05 April 2022 19 December 2022 On time
Accounts and TAR 05 April 2022 19 December 2022 On time Download Open in new window
Annual return 05 April 2021 08 December 2021 On time
Accounts and TAR 05 April 2021 08 December 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15 NOVEMBER 1985 AS AMENDED BY SPECIAL RESOLUTION DATED 23 AUGUST 1991, 22 APRIL 1996

Charitable objects

THE ADVANCEMENT OF EDUCATION BY PROMOTING THE APPRECIATION, KNOWLEDGE AND STUDY OF THE ARTS AND OF ARTISTIC ACHIEVEMENT IN ALL THEIR FORMS IN HEREFORD AND WORCESTER (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM AND ARTICLES OF ASSOCIATION)

Area of benefit

The area the charity can operate in, as set out in its governing document.

HEREFORD AND WORCESTER

Contact information

Address:
West Aish
Morchard Bishop
CREDITON
Devon
EX17 6RX
Phone:
01363877433
Email:
foundation@elmley.org.uk
Website:

www.elmley.org.uk Open in new window