Finance Score: 3

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Fundraising costs low: +3

No supporters identified

Overall GiG Score: 3

THE HARRISON-FRANK FAMILY FOUNDATION (UK) LIMITED

exclusively charitable purposes as the trustees may in their absolute discretion determine

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years, despite a decline more recently
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £18,810,518 available, equivalent to 641 months of spending and so may not be able to utilise additional funding

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
31/12/22	£4,726	£352	£4,374	£0	£18,811	£18,811	641.4
31/12/21	£4,206	£379	£3,827	£0	£15,161	£15,161	480
31/12/20	£1,384	£203	£1,181	£0	£10,034	£10,034	594.1
31/12/19	£523	£451	£72	£0	£9,537	£9,537	253.9
31/12/18	£822	£22	£800	£0	£7,525	£0	n/a
31/12/17	£251	£251	£0	£0	£0	£0	n/a
31/12/16	£240	£241	£-1	£0	£0	£0	n/a
31/12/15	£327	£328	£0	£0	£0	£0	n/a
31/12/14	£174	£0	£173	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 641.4 months
Net Current Assets/Spending: 30 months
Quick Ratio: 31.1

Asset Split ?

Established: 10 years

dominic@alpha-tradestone.com

02077241154

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Overseas Aid/Famine Relief
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 Organisations
Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 51-89

FREDRIK JOEN ESBJORN ULFSATER Appointed: 2013, Occupation: Company Director

MICHELE HARRISON Appointed: 2015, Occupation: None

DOMINIC THOMAS DUFFY Appointed: 2023, Occupation: Consultant

SIMON MORRIS Appointed: 2021, Occupation: Company Director

DAVID JAMES HARRISON Appointed: 2015, Occupation: House Wife

JEANNE LOUISE HARRISON Appointed: 2016, Occupation: House Wife

LOUISE DE COETIGAN WILLIAMS Appointed: 2016, Occupation: Business Owner

RICHARD HARRISON Appointed: 2013, Occupation: House Wife

STEVEN IAN MARCOVITCH Appointed: 2018, Occupation: Solicitor

MAURICE COLLINS Appointed: 2021, Occupation: Director, Other trusteeships: KITH AND KIDS, THE DOREEN COLLINS LEARNING DISABILITY CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 31/12/2013, number: 1155149
Registered at Companies House on 21/11/2013, number: 08785000

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

9 returns made; all on time

Main office

FLAT 17
34 SEYMOUR PLACE
LONDON
W1H 7NS

Objectives

THE OBJECTS OF THE CHARITY ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEESMAY IN THEIR ABSOLUTE DISCRETION DETERMINE

Data Sources