The Federated Foundation (also Known As The Borwick Charitable Trust)

Quick Stats

• Registered Charity Number: 291528
• Annual Giving: £275,794 (2024)
• Total Assets: £11.9 million unrestricted reserves
• Decision Time: Unknown
• Grant Range: Not publicly disclosed
• Geographic Focus: International (any part of the world)
• Application Method: No public application process (trustee discretion)

Contact Details

Address: 15 Great College Street, London, SW1P 3RX

Phone: 020 7776 9000

Email: elizabeth@fedllp.com

No website available.

Overview

The Federated Foundation, established in 1985 and also known as The Borwick Charitable Trust, is a private charitable foundation focused primarily on advancing medical research into heart disease. With substantial assets of nearly £12 million in unrestricted reserves, the foundation operates as a family trust under the leadership of Lord Geoffrey Robert James Borwick and his family. The charity's charitable expenditure in 2024 was £275,794, considerably below its financial capacity, suggesting selective grant-making. The foundation makes grants to organisations and sponsors or undertakes research into the causes of heart disease in both children and adults, including early diagnosis and treatment. Additionally, the trust provides funds for broader charitable objects and purposes internationally, particularly focused on health advancement and disabilities.

Funding Priorities

Grant Programs

The foundation does not operate formal grant programs with published guidelines. Grant-making appears to be at the discretion of the trustees, with funding directed to:

• Heart Disease Research: Research into causes, early diagnosis, and treatment of heart disease in children and adults
• General Charitable Purposes: International funding for charitable objects and purposes globally

Specific grant amounts are not publicly disclosed.

Priority Areas

• Medical research, specifically cardiovascular disease research
• Health advancement
• Disabilities and support for people with disabilities
• Research into causes of congenital heart problems

What They Don't Fund

No specific exclusions are publicly documented. However, given the foundation's focus on heart disease research and health, funding outside these areas appears unlikely.

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Governance and Leadership

Trustees:

• Lord Geoffrey Robert James Borwick (Chair) - Also serves as trustee of the Ewing Foundation
• Lady Borwick - Also serves as trustee of The Brompton Fountain Royal Brompton & Harefield Family Support Group and Golborne and Maxilla Nursery School Charity
• Thomas James Robert Borwick - Appointed 29 August 2013; also trustee of The Corporation of the Hall of Arts and Sciences

No trustees receive remuneration, payments, or benefits from the charity. The foundation has no employees earning over £60,000 and operates without trading subsidiaries.

Application Process and Timeline

How to Apply

This funder does not have a public application process. The Federated Foundation operates as a private charitable trust with grant-making decisions made at the discretion of the family trustees. There are no published application forms, guidelines, or deadlines.

Grants appear to be awarded either through:

• Trustee-identified priorities and initiatives
• Invitation-only basis
• Pre-existing relationships with research institutions or charitable organizations

Getting on Their Radar

The foundation's connection to heart disease research institutions and other family charitable trusts (including the Ewing Foundation, which also funds congenital heart problem research) suggests grants may be directed to organizations within the Borwick family's established charitable network.

Given Lady Borwick's involvement with The Brompton Fountain Royal Brompton & Harefield Family Support Group, there may be connections to major cardiac institutions such as Royal Brompton Hospital.

Decision Timeline

Not publicly disclosed. As a trustee-discretion foundation, decision timelines likely vary depending on the specific opportunity or relationship.

Success Rates

Not applicable due to the absence of a public application process.

Reapplication Policy

Not applicable due to the absence of a public application process.

Application Success Factors

Given the private nature of this foundation, the following factors are likely important:

• Alignment with Heart Disease Research: The foundation's primary charitable objective centers on understanding causes, diagnosis, and treatment of cardiovascular disease in both children and adults
• Pre-existing Relationships: As a family trust operating without public applications, connections to the Borwick family network or trustees appear essential
• Research Excellence: Given the focus on medical research, demonstrated research capability and institutional credibility would be valued
• Institutional Credibility: Established research institutions, particularly those focused on cardiovascular disease, may be preferred recipients
• Connection to Borwick Charitable Network: Links to other organizations supported by the family, such as Royal Brompton Hospital-related initiatives, may be advantageous

Key Takeaways for Grant Writers

• No Public Application Process: This is a private family foundation that does not accept unsolicited applications. Standard grant application approaches will not be effective.
• Substantial but Selective: With nearly £12 million in assets but only £275,794 in charitable expenditure (2024), the foundation is highly selective in its grant-making.
• Heart Disease Research Focus: The core mission centers on cardiovascular disease research, particularly in children and adults, making this the primary area of interest.
• Family-Led Governance: The Borwick family trustees make all funding decisions, suggesting personal priorities and relationships guide grant-making.
• International Scope: While based in London, the foundation's objectives include providing funds “for charitable objects and purposes in any part of the world.”
• Limited Public Information: The foundation maintains a low public profile with no website, minimal published information, and no transparent grant-making records.
• Alternative Approach Required: Organizations seeking support would need to identify personal connections to the Borwick family or trustees rather than submitting formal applications.

Similar Funders

These funders have a similar focus and geographic reach:

• The Janet Nash Charitable Settlement
• THE ROY BARD CHARITABLE FOUNDATION
• The Leslie Smith Foundation
• The Macfarlane Family Foundation
• The Woosnam Foundation
• The Sunny Skies Foundation
• The Jan and Catherine Nasmyth Charitable Foundation
• Hobden Foundation
• THE LILI TAPPER CHARITABLE FOUNDATION
• MOSTAFAVI FOUNDATION

References

• UK Charity Commission Register: The Federated Foundation (Also Known As The Borwick Charitable Trust), Charity No. 291528. https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/291528
• Charity Commission - Trustees Information: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/291528/trustees
• Charity Commission - Accounts and Annual Returns: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/291528/accounts-and-annual-returns
• Giving is Great - Charity Factsheet: https://givingisgreat.org/database/charity-factsheet/?regNo=291528
• Charity Choice - The Federated Foundation Profile: https://www.charitychoice.co.uk/the-federated-foundation-also-known-as-the-borwick-charitable-trust-140440