THE ELMLEY FOUNDATION

Registered charity 1004043 · accounts filings on the Charity Commission register · also known as ELMLEY FOUNDATION

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

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: HEREFORD AND WORCESTER

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Arts/culture/heritage/science · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Mid Devon, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £636,570 for the year, driven by a £450,947 loss on investment revaluations, while unrestricted reserves decreased from £5,068,397 to £4,431,827. The trustees confirm that resources are adequate to continue as a going concern, with sufficient quickly realisable assets held to cover forward commitments and unexpected cash requirements.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Richards Sandy Audit Services Limited. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

4 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 05/04/2024)

Reported reserves equal ~142.2 months of spending — in the top quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Investments (60% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 8.3% of total income — above the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• DIANA SUSAN JOHNSONchair · trustee of 2 other charities
• Dr Thomas-Leo Richard True · trustee of 1 other charity
• Elmley Francis Dornonville de la Cour · trustee of 1 other charity
• Hugh Bampfield Carslake · trustee of 4 other charities
• Katherine Forde · trustee of 1 other charity
• SALLY KATRINA LUTON · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Herefordshire · Worcestershire

Income and spending

Common questions

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

• DIANA SUSAN JOHNSON — trustee here and at THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
• Dr Thomas-Leo Richard True — trustee here and at THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
• Elmley Francis Dornonville de la Cour — trustee here and at THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
• Katherine Forde — trustee here and at THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST
• SALLY KATRINA LUTON — trustee here and at THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST.

• THE RT HON ELSE COUNTESS BEAUCHAMP DECEASED CHARITABLE TRUST income £147k
• THE ELLIE MAWDSLEY FOUNDATION income £136k
• THE EARLEY CHARITY income £235k
• THE HARLEY FOUNDATION income £518k
• GRIMLEY CHARITY income £39k
• THE EWELME EXHIBITION FOUNDATION income £227k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.