TF

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

#291528
TrustMajorRegistered

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.

Latest HighlightsFY 2024

Income

All sources

£10,379,662
Expenditure

All activities

£300,903
Net Reserves

Unrestricted funds

£11,939,341
Total Assets

Gross assets

£11,948,641
Working Capital

Liquidity

£868,687

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
476.1 months
Median: 3.6 monthsTop quartile
Income Growth (1yr)
N/A
Median: 8.2%Unknown
Spending Efficiency
91.7%
Median: 97.2%Around typical
Income Concentration
97.5%
Median: 87.1%Around typical
Fundraising ROI
413.4x
Median: 27.3xTop quartile
Income Volatility
N/A
Median: 13.4%Unknown
Self-Generated Income
1.3%
Median: 92.1%Below typical
3-Year Income CAGR
N/A
Median: 8.7%Unknown

Efficiency & Health

Charitable Spending
91.7%
Fundraising Eff.

% income retained

413.4%
Governance Cost

% of expenditure

3.1%
Grant Making

% given away

31.0%
Debt Ratio

% of assets

0.1%
Survival Ratio

Months of reserves

476.1 months

Income Profile

Donations & Legacies

% of income

98.7%
Government Reliance

% of income

0%
Largest Source

Primary income

Donations & Legacies
Diversification

HHI: 9752

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

N/A
Income CAGR (3yr)

Compound growth

N/A
Volatility

Stable

N/A
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

0
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

N/A
Revenue/Employee

Per head

N/A
Trustee Benefits

Payments to trustees

No
High Earners

Earning over £60k

N/A

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Frequently Asked Questions

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