THE ELIZABETH FOUNDATION

Charity Number: 293835
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Elizabeth Foundation provides a range of early intervention and support services for very young deaf children and babies, and their families. These include emotional support and advice for families at the time of diagnosis and the period after diagnosis, nursery group education programmes (Ofsted registered), one-to-one education and support, and a Home Learning Programme.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,463,609

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Donations and legacies £1.11m
Charitable activities £221.67k
Other trading activities £87.41k
Investments £40.23k
Other £0

Total expenditure:
£817,674

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Raising funds £154.12k
Charitable activities £663.55k
Other £0

£86,824 investments gains (losses)

Total income includes £13,461 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £154.12k
Charitable expenditure £663.55k
Retained for future use £645.93k

People

22 Employee(s)

7 Trustee(s)

16 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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

What the charity does:
  • Education/training
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 04 April 1986: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
01960980 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • 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
  • Volunteer management
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Thomas Charles Robert Holloway Chair 24 July 2019
None on record
Huw David Jeremy Thomas Trustee 24 July 2024
None on record
Samuel Richard Windridge Trustee 08 May 2022
None on record
Andrew John Given Trustee 22 July 2020
None on record
Imogen Lucy Maughan Trustee 02 November 2016
None on record
Sarah Jane Hutchinson BSc FCA Trustee 29 April 2014
None on record
Dr PETER HERBERT ARDERN Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £721.36k £1.00m £1.05m £751.91k £1.46m
Total expenditure £758.06k £752.46k £739.58k £769.86k £817.67k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £19.65k £78.50k £20.73k £12.62k £13.46k
Income - Donations and legacies £432.43k £714.11k £712.38k £445.77k £1.11m
Income - Other trading activities £67.31k £84.45k £117.96k £56.10k £87.41k
Income - Charitable activities £211.73k £192.34k £198.03k £218.04k £221.67k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £9.89k £11.94k £19.07k £32.00k £40.23k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £85.06k £132.43k £332.57k £196.56k £818.11k
Expenditure - Charitable activities £598.90k £611.91k £602.86k £624.92k £663.55k
Expenditure - Raising funds £159.16k £140.55k £136.72k £144.94k £154.12k
Expenditure - Governance £6.63k £6.83k £7.17k £7.98k £8.56k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £2.46m £2.39m £2.30m £2.23m £2.16m
Long-term investments £96.85k £350.08k £814.19k £870.25k £957.08k
Other assets £499.51k £604.87k £511.11k £512.37k £1.26m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £108.91k £129.43k £70.11k £99.33k £128.44k

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 31 March 2024 15 January 2025 On Time
Accounts and TAR 31 March 2024 15 January 2025 On Time Download Open in new window
Annual return 31 March 2023 22 November 2023 On Time
Accounts and TAR 31 March 2023 22 November 2023 On Time Download Open in new window
Annual return 31 March 2022 08 November 2022 On Time
Accounts and TAR 31 March 2022 08 November 2022 On Time Download Open in new window
Annual return 31 March 2021 15 December 2021 On Time
Accounts and TAR 31 March 2021 15 December 2021 On Time Download Open in new window
Annual return 31 March 2020 31 December 2020 On Time
Accounts and TAR 31 March 2020 31 December 2020 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 INCORPORATED 18/11/1985 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/02/1997 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/07/1998 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/06/2007 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/01/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/04/2014 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 02 SEP 2016 AS REGISTERED AT COMPANIES HOUSE ON 21 SEP 2024

Charitable objects

THE ASSOCIATION’S OBJECTS ARE: 5.1 TO FURTHER THE EDUCATION OF DEAF CHILDREN, CHILDREN WITH ADDITIONAL SENSORY NEEDS, THEIR FAMILIES, SUPPORT NETWORKS AND WIDER COMMUNITIES. 5.2 THE RELIEF OF DEAF CHILDREN AND CHILDREN WITH ADDITIONAL SENSORY NEEDS BY THE PROVISION OF HELP AND ASSISTANCE TO THEM AND THEIR FAMILIES, SUPPORT NETWORKS AND WIDER COMMUNITIES, AND BY THE PROMOTION OF THE EARLY IDENTIFICATION OF DEAFNESS AND HEARING LOSS IN BABIES AND YOUNG CHILDREN, AND THE PROMOTION OF HIGH QUALITY AUDIOLOGICAL CARE AND SUPPORT FOR ALL

Area of benefit

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

NOT DEFINED

Contact information

Address:
THE ELIZABETH FOUNDATION
SOUTHWICK HILL ROAD
COSHAM
PORTSMOUTH
PO6 3LL
Phone:
02392372735
Email:
info@elizabeth-foundation.org
Website:

www.elizabeth-foundation.org Open in new window