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.
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.
Financial health, per its FY2025 accounts
The accounts state that the charity holds total reserves of £142,521,000, comprising £141,781,000 in free distributable reserves and £740,000 in designated funds. The trustees have concluded that there is a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified regarding going concern.
What the accounts disclose
“Total investment income 3,431”
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Employees paid over £60,000: 4 (£60,001–£70,000: 2; £80,001–£90,000: 1; £130,001–£140,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £130,001–£140,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £100,001–£110,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee
- Grant-making is its main activity
Leadership, per the charity’s website
- Sufina Ahmad MBE — Director
- Geraldine Blake — Trustee (Chair)
- Tufyal Choudhury — Trustee (Vice Chair)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Geraldine Blakechair
- ANNIKA SMALL
- Jonathan Hughes
- Keith Anthony Shepherd
- Lily Tomson
- Rebecca Amy Bunce
- TUFYAL CHOUDHURY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £3.4m | £6.2m |
| 31/03/2024 | £3.3m | £6.5m |
| 31/03/2023 | £3.2m | £7.6m |
| 31/03/2022 | £3.2m | £7.4m |
| 31/03/2021 | £3.2m | £6.9m |
Common questions
Is JOHN ELLERMAN FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds total reserves of £142,521,000, comprising £141,781,000 in free distributable reserves and £740,000 in designated funds. The trustees have concluded that there is a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified regarding going concern. Its FY2025 accounts were audited by Moore Kingston Smith LLP.
Who funds JOHN ELLERMAN FOUNDATION?
Funders whose own accounts filings name JOHN ELLERMAN FOUNDATION as a grant recipient include GLOBAL CANOPY, THE DULVERTON TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| GLOBAL CANOPY | FY2022 | £50k | Restricted donations |
| GLOBAL CANOPY | FY2022 | £50k | Restricted donations |
| THE DULVERTON TRUST | FY2022 | £10k | Beachwatch - clean beaches, safe volunteers Big Give Green Match Fund 2021 |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| ARCADIA | 16/03/2026 | £250k | Towards the United Kingdom Overseas Territories (UKOTs) Fund |
| Calouste Gulbenkian Foundation, UK Branch | 26/10/2022 | £84k | John Ellerman Foundation (UKOT's) |
| Postcode Lottery | 27/05/2022 | £500k | 2022 Special Award - UKOTs Round 2 |
| Calouste Gulbenkian Foundation, UK Branch | 04/11/2021 | £100k | John Ellerman Foundation |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HOWE GREEN TRUST | 1 | £100k |
| KIDS IN KATHMANDU NEPAL | 1 | £30k |
| NORTHUMBERLAND NATIONAL PARK FOUNDATION | 1 | £10k |
Charities like this
- THE JOHN TERRY FOUNDATION
- THE ALLEN OVERY SHEARMAN STERLING FOUNDATION
- THE ELMGRANT TRUST
- JARMAN CHARITABLE TRUST
- THE JOHN HORSEMAN TRUST
- THE GILBERT AND EILEEN EDGAR FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| JOHN ELLERMAN FOUNDATION | £3.4m | — | — | unclear | — | no doubt |
| THE JOHN TERRY FOUNDATION | £396k | — | 0 | above | — | no doubt |
| THE ALLEN OVERY SHEARMAN STERLING FOUNDATION | £2.2m | — | 0 | unclear | — | no doubt |
| THE ELMGRANT TRUST | £178k | — | 0 | within | — | no doubt |
| JARMAN CHARITABLE TRUST | £61k | — | 0 | unclear | — | no doubt |
| THE JOHN HORSEMAN TRUST | £1.9m | — | — | unclear | — | no doubt |