Finance Score: -6

Governance Score: 6

Support Score: 0

Low unrestricted reserves: -2
Positive trading contribution: +2;Spending declining: -1
Multiple Deficits and declines: -5

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

SWIMATHON FOUNDATION

The objectives of the foundation will be to promote and support any charitable purpose within the UK for the benefit of the public, in particular protection of health and the relief of poverty and sickness and the advancement of education and religion as the trustees shall in their absolute discretion think fit.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

Established: 16 years
(21 years as a company)

www.swimathonfoundation.org

swimathonfoundation@gmail.com

01923 901555

Charity Commission for England and Wales

Tweets

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
30/09/22	£565	£835	£-270	£0	£130	£130	1.9
30/09/21	£979	£1,174	£-196	£0	£399	£399	4.1
30/09/20	£989	£1,191	£-202	£756	£595	£595	6
30/09/19	£1,393	£1,200	£193	£857	£797	£797	8
30/09/18	£1,302	£1,249	£53	£747	£603	£603	5.8
30/09/17	£1,216	£1,243	£-28	£817	£550	£550	5.3
30/09/16	£1,477	£1,315	£163	£803	£578	£578	5.3
30/09/15	£3,246	£3,194	£52	£807	£415	£415	1.6
30/09/14	£1,368	£1,269	£99	£771	£364	£364	3.4
30/09/13	£3,012	£3,068	£-56	£752	£264	£264	1
30/09/12	£2,887	£3,005	£-118	£712	£320	£320	1.3
30/09/11	£2,261	£2,291	£-30	£514	£438	£438	2.3
30/09/10	£2,156	£2,085	£70	£620	£469	£469	2.7
30/09/09	£1,994	£1,596	£398	£507	£398	£398	3

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 79%
Liabilities/Income: 86%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.4

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities

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
Quartet Community Foundation - Grant to Swimathon Foundation
£250	12/05/2022	As directed by the donor towards the work of Swimathon Foundation which is supporting Cancer Research UK and Marie Curie - the official charity partners of Swimathon until 2023. Matched funding,
Comic Relief - Swimathon Sport Relief 2016
£116,000	13/07/2016 6	Swimathon Sport Relief 2016

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-79

DEANA RADICE Appointed: 2014, Occupation: None

DONNA NOTARO Appointed: 2014, Occupation: None

GRANT PEARCE Appointed: 2016, Occupation: It Consultant

MATTHEW ADAM LEOPOLD Appointed: 2023, Occupation: Marketing Director, Other trusteeship: GEORGE BAIRSTOW CHARITABLE TRUST,

PHILIP STINSON (Chair) Appointed: 2003, Occupation: Solicitor

RALPH RILEY Appointed: 2003, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 24/04/2008, number: 1123870
Registered at Companies House on 03/03/2003, number: 04684234

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

14 returns made; all on time

Main office

Cox Costello and Horne
Batchworth Lock House
99 Church Street
Rickmansworth
WD3 1JJ

Objectives

TO PROMOTE AND TO SUPPORT ANY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT, IN PARTICULAR BUT NOT LIMITED TO THE PROTECTION OF HEALTH, THE RELIEF OF POVERTY AND SICKNESS, THE ADVANCEMENT OF EDUCATION AND PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE UNITED KINGDOM AND ELSEWHERE.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources