Finance Score: -1

Governance Score: 1

Support Score: 0

Spending falling: -1
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE FEDERATED FOUNDATION (ALSO KNOWN AS THE BORWICK CHARITABLE TRUST)

To undertake and promote research into the causes of heart disease in both adults and children and to make available the results of such research.To also provide funds for the benefit of charitable objects and purposes in any part of the world.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/03/23	£182	£61	£121	n/a	n/a	n/a	n/a	n/a
31/03/22	£200	£45	£155	n/a	n/a	n/a	n/a	n/a
31/03/21	£164	£82	£81	n/a	n/a	n/a	n/a	n/a
31/03/20	£182	£129	£53	n/a	n/a	n/a	n/a	n/a
31/03/19	£236	£180	£56	n/a	n/a	n/a	n/a	n/a
31/03/18	£273	£200	£73	£0	£0	£0	n/a	0
31/03/17	£90	£128	£-37	£0	£0	£0	n/a	0
31/03/16	£195	£61	£135	£0	£0	£0	n/a	0
31/03/15	£166	£113	£53	£0	£0	£0	n/a	0
31/03/14	£97	£25	£72	£0	£0	£0	n/a	0
31/03/13	£34	£79	£-45	£0	£0	£0	n/a	0
31/03/12	£0	£27	£-27	£0	£0	£0	n/a	0
31/03/11	£0	£25	£-25	£0	£0	£0	n/a	0
31/03/10	£1	£152	£-152	£0	£0	£0	n/a	0
31/03/09	£10	£153	£-143	£0	£0	£0	n/a	0
31/03/08	£477	£88	£389	£0	£0	£0	n/a	0
31/03/07	£41	£56	£-16	£0	£0	£0	n/a	0
31/03/06	£3	£86	£-83	£0	£0	£0	n/a	0
31/03/05	£24	£65	£-40	£0	£0	£0	n/a	0
31/03/04	£120	£45	£75	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 39 years

elizabeth@fedllp.com

02077769000

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Medical education & research

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

LADY BORWICK

LORD GEOFFREY ROBERT JAMES BORWICK (Chair), Other trusteeship: EWING FOUNDATION,

THOMAS JAMES ROBERT BORWICK Appointed: 2013, Other trusteeship: THE CORPORATION OF THE HALL OF ARTS AND SCIENCES,

Legal constitution

Charity registered in England & Wales on 15/04/1985, number: 291528

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management

Filing Record

20 returns made; all on time

Main office

15 GREAT COLLEGE STREET
LONDON
SW1P 3RX

Objectives

(1) FOR THE BENEFIT OF THE PUBLIC IN THE ENCOURAGEMENT PROMOTION OR CARRYING OUT OF RESEARCH INTO:- (A) THE CAUSES OF HEART DISEASE IN BOTH CHILDREN AND ADULTS. (B) THE POSSIBILITY OF EARLY DIAGNOSIS AND TREATMENT OF DISEASES OF THE HEART IN CHILDREN AND ADULTS. (3) FOR BENEFIT AS SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN THE UNITED KINGDOM OR ON ANY OTHER PART OF THE WORLD AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK OF IT.

Defined Area of Benefit:

WORLDWIDE

Data Sources