Finance Score: -3

Governance Score: 5

Support Score: 1

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Overall weighted support: +1

Overall GiG Score: 3

ALEX FERRY FOUNDATION

N/A

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£459	£937	£-478	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£426	£776	£-350	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£377	£629	£-252	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£209	£733	£-524	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£608	£385	£223	£0	£16,271	£16,271	507.1	0	0
31/12/18	*	£14,395	£11	£14,384	£0	£14,629	£14,629	15958.9	0	0

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Download accounts

Senior Staff Costs/Total Spending: 11%
Highest pay band: £80,000-£90,000

Balance Sheet History

Established: 6 years

www.ferryfoundation.org.uk

02081945915

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Alex Ferry Foundation - Breathe Safe campaign
£5,035	01/10/2021	research grant
Alex Ferry Foundation - Breathe Safe campaign
£5,035	01/10/2021	research grant

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 36-73

ALADAIR MCDIARMID Appointed: 2018, Occupation: Trade Union Operations Director

COLIN STEVENSON Appointed: 2018, Occupation: None

DIANA MARGARET HOLLAND Appointed: 2018, Occupation: Trade Union Official

DOMINIC BRADBURY Appointed: 2023, Occupation: None

DUNCAN MCPHEE Appointed: 2018, Occupation: None

JOHN DAVID EMERSON (Chair) Appointed: 2020, Occupation: Retired

MR TIM GRIFFITHS Appointed: 2018, Occupation: None

MAHFOOZ KHAN Appointed: 2023, Occupation: Convenor/Chief Negotiator

MATTHEW ROBERTS Appointed: 2023, Occupation: Trade Union Official

Legal constitution

Charitable company registered in England & Wales on 07/09/2018, number: 1179847
Registered at Companies House on 11/01/2018, number: 11145243

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

6 returns made; AR21: 50 days late, AR18: 265 days late,

Main office

Alex Ferry Foundation
10 Salamanca Place
Vauxhall
London
SE1 7HB

Objectives

The Charity's objects (the Objects) are specifically restricted to the following:(1) The relief of financial hardship/poverty among workers and former workers (and their families and dependants) in the UK shipbuilding and engineering industries and in related manufacturing industries, including relief from the consequences of unemployment among former workers in those industries in such ways as may be thought fit, including assistance to find employment.(2) The promotion of education and/or training (including through apprenticeships) of workers and former workers in the UK shipbuilding and engineering industries and in related manufacturing industries and their spouses/partners and children in full-time education (up to the age of 25), including education and/or training in matters of health and safety in the workplace.(3) The carrying out and publishing of research into the provision of occupational pensions, and educating the public in that subject.(4) The carrying out and publishing of research into ways in which the quality of life of workers in the UK shipbuilding and engineering industries and in related manufacturing industries might be improved, including their work/life balance.(5) The relief of sickness and the preservation of health among workers and former workers (and their families and dependants) in the UK shipbuilding and engineering industries and in related manufacturing industries. Nothing in the Articles shall authorise an application of the property of the Charity for purposes which are not charitable (for the avoidance of doubt, charitable purposes include such purposes as are specified by section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and/or section 2 of the Charities Act (Northern Ireland) 2008).

Data Sources

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