Finance Score: -6

Governance Score: 5

Support Score: 3

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

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

Grant maker support: +3

Overall GiG Score: 2

FREDERICKS FOUNDATION

We assist social enterprises and individual entrepreneurs to start or grow their existing business by offering responsible financing solutions and on-going business guidance and support, which can include advice and support from a volunteer mentor.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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
Spending has fallen significantly over the last 5 years relative to the previous period
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£71	£131	£-60	n/a	n/a	n/a	n/a	n/a	5
31/03/22	£173	£116	£56	n/a	n/a	n/a	n/a	n/a	175
31/03/21	£335	£597	£-262	n/a	n/a	n/a	n/a	n/a	175
31/03/20	£369	£449	£-80	n/a	n/a	n/a	n/a	n/a	160
31/03/19	£560	£556	£3	£56	£1,055	£166	3.6	6	400
31/03/18	£649	£547	£102	£29	£1,052	£50	1.1	6	0
31/03/17	£429	£769	£-340	£0	£0	£0	n/a	0	0
31/03/16	£486	£1,312	£-826	£0	£0	£0	n/a	0	0
31/03/15	£722	£1,203	£-482	£43	£2,044	£1,163	11.6	22	0
31/03/14	£2,444	£1,407	£1,037	£10	£2,526	£1,318	11.2	17	0
31/03/13	£1,937	£1,375	£562	£13	£1,489	£649	5.7	17	0
31/03/12	£400	£748	£-348	£0	£0	£0	n/a	0	0
31/03/11	£875	£764	£110	£27	£1,283	£892	14	13	0
31/03/10	£634	£762	£-128	£75	£1,173	£805	12.7	13	0
31/03/09	£1,184	£760	£424	£88	£1,301	£752	11.9	9	0
31/03/08	£1,032	£811	£221	£97	£877	£565	8.4	7	0
31/03/07	£560	£599	£-39	£108	£657	£359	7.2	7	0
31/03/06	£1,037	£832	£205	£0	£0	£0	n/a	0	0
31/03/05	£587	£316	£271	£0	£0	£0	n/a	0	0
31/03/04	£533	£356	£177	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

www.fredericksfoundation.org

info@fredericksfoundation.org

01276472722

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
5 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£9,999	24/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Community Foundation for Surrey - COVID19 - Advice and support
£5,000	22/06/2020	Funding to staff a helpdesk aimed at low income and financially excluded families who largely fall outside the government financial support packages during the Coronavirus pandemic
Hazelhurst Trust - Grant
£5,000	05/01/2018	Financial exclusion loan prgramme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-78

ROGER VINCENT LOVERING Appointed: 2023 Occupation: Executive Director

TAMSIN JOAN PEARCE JORDAN Appointed: 2021 Occupation: Financial Consultant

DAVID HERBERT Appointed: 2013 Occupation: Retired

FENGJIA CAI Appointed: 2019 Occupation: Lawyer

PAUL BARRY-WALSH (Chair) Appointed: 2000 Occupation: Company Director

NEIL MEHTA Appointed: 2000 Occupation: Entrepreneur and Philanthropist , Other trusteeship: WATERHARVEST,

Tech4good Entrepreneur, NED and Trustee for over 20 years of not for profit and international NGO’s. Digital transformation and extensive running boards and strategic plans for change management.

Legal constitution

Charitable company registered in England & Wales on 14/05/2001, number: 1086562
Registered at Companies House on 22/11/2000, number: 04112525

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

James Cowper Kreston
2 Communications Road
Greenham Business Park
Greenham
THATCHAM
Berkshir

Objectives

FOR THE BENEFIT OF YOUNG PERSONS (UP TO 21 YEARS OF AGE OR, IF STILL IN FULL-TIME EDUCATION, 25 YEARS OF AGE) AND OF OTHER PERSONS IRRESPECTIVE OF AGE WHO ARE IN CONDITIONS OF FINANCIAL HARDSHIP OR WHO ARE OTHERWISE IN NEED DUE TO THEIR SOCIAL OR ECONOMIC CIRCUMSTANCES (THE BENEFICIARIES), BY THE PROVISION OF PECUNIARY OR OTHER ASSISTANCE AND BY ADVANCING EDUCATION THROUGH THE PROVISION AND ASSISTANCE IN THE PROVISION OF TRAINING, COACHING, MENTORING AND OTHER SERVICES AND FACILITIES PARTICULARLY WITH A VIEW TO ENABLING THE BENEFICIARIES TO SET UP IN BUSINESS OR OBTAIN PAID EMPLOYMENT.

Defined Area of Benefit:

NOT DEFINED

Data Sources