Finance Score: 1

Governance Score: 6

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 7

THE HADDAD FOUNDATION

The Foundation operates as a grant-maker, with a particular focus on advancing higher education and on young people from or in Brazil.

Analysis by Giving is Great

Positives:

Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
On several occasions in recent years income has been 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
31/12/22	£9,230	£5,567	£3,663	£439	£33,861	£33,861	73	0
31/12/21	£9,437	£5,974	£3,463	£299	£33,031	£33,031	66.3	0
31/12/20	£325	£5,698	£-5,373	n/a	n/a	n/a	n/a	n/a
31/12/19	£8,361	£3,384	£4,977	£60	£27,326	£27,326	96.9	0
31/12/18	£494	£3,938	£-3,444	£0	£0	£0	n/a	0
31/12/17	£20,389	£4,442	£15,948	£0	£23,206	£23,206	62.7	0
31/12/16	£5,487	£2,168	£3,319	£0	£3,096	£3,096	17.1	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.3%
Fundraising Costs/Total Spending: 7.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 26%
Liabilities/Income: 130%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 73 months
Net Current Assets/Spending: -13 months
Quick Ratio: 0

Asset Split ?

Established: 8 years

020 7597 6000

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Brazil, Ireland, Portugal, Throughout England And Wales, United States,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-80

ALEXANDRE DO ROSARIO NOBRE Appointed: 2022

BRUNO DE ARAUJO LIMA ROCHA Appointed: 2022, Occupation: Economist

ARTHUR MIZNE Appointed: 2018, Occupation: None

CLAUDIO LUIZ DA SILVA HADDAD (Chair) Appointed: 2015, Occupation: None

DULCE MARIA DE BARROS MARCHI PACKARD Appointed: 2015, Occupation: None

ROSALIE RAHAL HADDAD Appointed: 2015, Occupation: None

TANIA HADDAD NOBRE Appointed: 2017, Occupation: Director Of Family Company

DANIELA BARONE SOARES Appointed: 2015, Occupation: None, Other trusteeship: INSTITUTE FOR THE FUTURE OF WORK,

Legal constitution

Charitable company registered in England & Wales on 18/11/2015, number: 1164463
Registered at Companies House on 25/09/2015, number: 09796120

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

7 returns made; all on time

Main office

Withers LLP
Third Floor
20 Old Bailey
LONDON
EC4M 7AN

Objectives

THE OBJECTS ARE AS FOLLOWS:(A) THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC, IN PARTICULAR (BUT WITHOUT ANY LIMITATION TO) THE EDUCATION OF YOUNG PERSONS AND CHILDREN IN BRAZIL; AND (B) SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.

Data Sources