Finance Score: -4

Governance Score: 9

Support Score: 0

Poor Liquidity: -1
Positive trading contribution: +2;Fundraising costs high: -5

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

No supporters identified

Overall GiG Score: 5

THE WILLIAM HARVEY RESEARCH FOUNDATION

Support and promote medical research primarily through grants for research on cardiovascular disease, inflammatory disorders, and endocrine or metabolic diseases

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Fundraising costs are extremely high relative to funds raised

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		£1,378	£1,250	£128	£270	£197	£99	0.9	10
31/03/22		£1,663	£1,578	£84	£269	£373	£97	0.7	6
31/03/21		£1,132	£1,144	£-11	£214	£289	£97	1	6
31/03/20		£1,458	£1,472	£-14	£310	£300	£115	0.9	8
31/03/19		£1,473	£1,439	£33	£316	£314	£308	2.6	8
31/03/18		£1,620	£1,791	£-171	£288	£23	£19	0.1	8
31/03/17		£2,076	£2,148	£-72	£299	£452	£441	2.5	8
31/03/16		£1,701	£1,671	£30	£244	£524	£507	3.6	7
31/03/15		£1,582	£1,570	£12	£233	£494	£478	3.7	3
31/03/14		£833	£1,037	£-204	£211	£482	£452	5.2	3
31/03/13		£783	£936	£-153	£227	£686	£620	7.9	3
31/03/12		£769	£1,017	£-247	£273	£839	£755	8.9	3
31/03/11		£1,325	£1,767	£-442	£74	£1,197	£816	5.5	3
31/03/10		£1,220	£961	£259	£273	£1,528	£1,342	16.8	2
31/03/09		£958	£751	£207	£186	£1,269	£1,145	18.3	2
31/03/08		£922	£1,046	£-124	£120	£1,062	£1,037	11.9	2
31/03/07	*	£959	£812	£146	£70	£1,186	£918	13.6	2
31/03/06		£1,000	£1,012	£-12	£0	£0	£0	n/a	0
31/03/05		£1,093	£1,152	£-58	£0	£0	£0	n/a	0
31/03/04		£794	£1,118	£-325	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 47.4%
Fundraising Costs/Total Spending: 21.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 26%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 50%
Reserves/Spending: 0.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 8.5

Asset Split ?

Established: 34 years

www.williamharveyresearch.com/foundation

main-contact@whrf.org.uk

0207 882 8809

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Medical education & research

How it operates

Makes Grants to Organisations

Where it operates

Throughout London,

Who it helps

The General Public/Mankind

Who works here?

10 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 41-79

VANELA BUSHI Appointed: 2022, Occupation: Director, Syneos Health

ANDREW JAMES HALL Appointed: 2022, Occupation: Retired

KATHRYN HERTEL KERLE Appointed: 2022, Occupation: Non-Executive Director

NICOLA KAY MAGUIRE Appointed: 2024, Occupation: Solicitor

PROFESSOR CLIVE PETER PAGE Appointed: 2024, Occupation: Professor Of Pharmacology

JEREMY TIGUE Appointed: 2017, Occupation: Company Director

PROFESSOR RODERICK JOHN FLOWER Appointed: 2018, Occupation: Retired Scientist

PROFESSOR SIR MARK CAULFIELD Appointed: 2022, Occupation: Vice Principal (Health) And Prof. Of Pharmacology, Other trusteeships: BRITISH PHARMACOLOGICAL SOCIETY, THE BLOOD PRESSURE ASSOCIATION,

STEVEN ANDREW RALPH BATES Appointed: 2018, Occupation: Investment Management

DR FRANCESCA IOLANDA GLIUBICH Appointed: 2019, Occupation: Director, Other trusteeship: BRITISH FENCING CHARITABLE FUND,

Legal constitution

Charitable company registered in England & Wales on 12/03/1990, number: 803012
Registered at Companies House on 22/02/1990, number: 02472965

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 1 days late,

Main office

WILLIAM HARVEY RESEARCH FOUNDATION
CHARTERHOUSE SQUARE
LONDON
EC1M 6BQ

Objectives

The objects for which the Company is established are to promote and support for the benefit of the public, medical research (at the Company?s accommodation at St. Bartholomew?s Hospital Medical College or elsewhere) leading to new treatments for cardiovascular, metabolic, inflammatory and other diseases and to disseminate the results thereof

Defined Area of Benefit:

NOT DEFINED

Data Sources