Finance Score: 1

Governance Score: 1

Support Score: 0

Reasonable growth: +1
No PartB

Narrow trustee age band: -2
Dynamic board: +3

No supporters identified

Overall GiG Score: 2

COLUMBIA THREADNEEDLE FOUNDATION

The Foundation's strategic aim is to invest in the community by building partnerships with charities across a range of sectors, with a particular focus on charities that use education, art and sport to engender lasting social change.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/12/22		£395	£370	£26	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£371	£378	£-7	n/a	n/a	n/a	n/a	n/a	5
31/12/20	*	£291	£318	£-26	n/a	n/a	n/a	n/a	n/a	5
31/12/19		£291	£279	£12	n/a	n/a	n/a	n/a	n/a	300
31/12/18		£283	£264	£19	£0	£0	£0	n/a	0	0
31/12/17		£240	£244	£-4	£0	£0	£0	n/a	0	0
31/12/16?		£248	£256	£-8	£0	£0	£0	n/a	0	0
31/12/14	*	£167	£165	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.columbiathreadneedle.co.uk/foundation

Volunteering@columbiathreadneedle.com

02074645650

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 39-54

ANDREEA-MIHAELA GEORGESCU Appointed: 2022, Occupation: Investment Business Manager

DR SIMON SCHOFIELD Appointed: 2022, Occupation: Financial Services Technologist

HANNAH HEBBLETHWAITE Appointed: 2022, Occupation: Director - Corporate Communications

LAURA COOK (Chair) Appointed: 2020, Occupation: Financial Services

SOPHIE JANE FIORI Appointed: 2022, Occupation: Marketing Lead, Responsible Investment

TAMMY SIU-YING TANG Appointed: 2020, Occupation: Fund Manager

JAMES WILLIAM PERRIN Appointed: 2020, Occupation: Financial Services

MARCUS JAMES BEARD Appointed: 2020, Occupation: Financial Services

SELMA HASSABU Appointed: 2020, Occupation: Lawyer, Other trusteeship: WORMWOOD SCRUBS PONY CENTRE,

Legal constitution

Charitable company registered in England & Wales on 24/10/2014, number: 1158970
Registered at Companies House on 24/12/2013, number: 08825712

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Volunteer management

Filing Record

8 returns made; AR20: 2 days late, AR14: 242 days late,

Main office

Cannon Place
78 Cannon Street
LONDON
EC4N 6AG

Objectives

THE OBJECTS OF THE CHARITY ARE TO FURTHER SUCH PURPOSES WHICH AS EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES FROM TIME TO TIME SHALL THINK FIT.

Data Sources