Finance Score: 0

Governance Score: 5

Support Score: 0

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

KESWICK FOUNDATION LIMITED

To aid those in need in Hong Kong and Mainland China by assisting the charitable organisations to implement services that are new, pilot or filling gaps in the social welfare system.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
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
There are 16 trustees whereas the Charities Commission recommends a maximum of 12

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		£4,633	£3,485	£1,147	£1	£115,769	£7,558	26	4
31/12/21		£3,284	£2,260	£1,024	£1	£110,202	£5,805	30.8	4
31/12/20		£3,281	£2,571	£710	£1	£109,884	£4,723	22	4
31/12/19		£3,475	£4,033	£-557	£1	£112,663	£4,140	12.3	4
31/12/18		£3,367	£3,488	£-121	£1	£145,320	£4,868	16.8	4
31/12/17		£2,965	£2,296	£669	£0	£120,424	£4,749	24.8	4
31/12/16		£2,800	£1,573	£1,227	£1	£108,713	£4,054	30.9	4
31/12/15		£2,541	£2,280	£260	£20	£86,878	£2,583	13.6	4
31/12/14		£2,344	£2,271	£73	£19	£102,487	£2,208	11.7	4
31/12/13		£2,166	£2,979	£-813	£18	£83,342	£2,017	8.1	4
31/12/12		£2,085	£3,503	£-1,418	£18	£101,179	£2,883	9.9	4
31/12/11		£2,028	£2,201	£-173	£19	£82,528	£4,299	23.4	3
31/12/10		£1,637	£1,793	£-156	£92	£77,301	£4,370	29.2	3
31/12/09		£1,308	£1,260	£48	£97	£51,923	£3,989	38	3
31/12/08		£1,346	£1,250	£96	£0	£35,633	£35,633	342	3
31/12/07		£872	£574	£298	£0	£38,722	£2,960	61.9	3
31/12/06		£669	£625	£44	£0	£0	£0	n/a	0
31/12/05		£681	£634	£47	£0	£0	£0	n/a	0
31/12/04	*	£503	£464	£39	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 7%
Reserves/Spending: 26 months
Net Current Assets/Spending: 26 months
Quick Ratio: 134.3

Asset Split ?

Established: 45 years

www.keswickfoundation.org.hk

monica.kwong@jardines.com

+852 2579 2978

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

International education & child welfare

How it operates

Makes Grants to Organisations

Where it operates

China, Hong Kong,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

4 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 14/16 persons

Age Range of Trustees: 43-68

EVELYN LEE HOUGH PARR Appointed: 2016, Occupation: Volunteer

MICHAEL YUEN-JEN YAO Appointed: 2020, Occupation: Director

PROFESSOR WOON KI ANGELINA YUEN-TSANG Appointed: 1999

BENJAMIN WILLIAM KESWICK Appointed: 2013, Occupation: Company Director

CLARA MARY WEATHERALL (Chair) Appointed: 1992, Occupation: Writer

CLARE JANE KESWICK Appointed: 2007, Occupation: Company Director

DEMING CHEN Appointed: 2008, Occupation: Company Director, Other trusteeship: HULT INTERNATIONAL BUSINESS SCHOOL LTD,

FRANCINE WING TING FU KWONG Appointed: 2014, Occupation: Business Consultant

IVOR COSIMO JENCKS Appointed: 2003, Occupation: Assistant Project Manager

KIN PING CHRISTOPHE LEE Appointed: 2007, Occupation: Company Director

MARTHA KESWICK Appointed: 2003, Occupation: Company Director

NEIL MICHAEL MCNAMARA Appointed: 2019, Occupation: Director

STACEY ANNE HILDEBRANDT Appointed: 1997, Occupation: Company Director

STEPHEN CHARLES LI Appointed: 2017, Occupation: Private Investor

KATHRYN MARY GREENBERG Appointed: 2007, Occupation: Financial Analyst, Other trusteeship: THE DISABILITIES TRUST,

LILY CLARE JENCKS Appointed: 2004, Occupation: Assistant Project Manager, Other trusteeship: THE JENCKS FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 11/09/1979, number: 278449
Registered at Companies House on 23/05/1979, number: 01422314

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR04: 1 days late,

Main office

Objectives

TO PROMOTE AND AID ANY CHARITABLE BODY OR BODIES OR ANY CHARITABLE PURPOSE OR PURPOSES, AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING);- TO ADVANCE EDUCATION, AND IN PARTICULAR SCIENTIFIC AND TECHNICAL EDUCATION AMONGST PERSONS RESIDENT IN HONG KONG, THE PROVISION OF FINANCIAL ASSISTANCE TO ENABLE SUCH PERSONS TO ATTEND INSTITUTIONS IN THE UNITED KINGDOM AND ELSEWHERE, TO RELIEVE MENTAL ILLNESS.

Defined Area of Benefit:

NOT DEFINED

Data Sources