Finance Score: 1

Governance Score: 4

Support Score: 8

Reasonable growth: +1
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Award winner
Grant maker support: +8

Overall GiG Score: 13

SHARED INTEREST FOUNDATION

Providing business support to make livelihoods and living standards better for disadvantaged communities in some of the world's poorest countries. A key ongoing project is the delivery of producer training.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
This charity is a recent Award Winner
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	Volun- teers
30/09/22	£311	£335	£-24	n/a	n/a	n/a	n/a	n/a	5
30/09/21	£363	£304	£58	n/a	n/a	n/a	n/a	n/a	11
30/09/20	£350	£198	£152	n/a	n/a	n/a	n/a	n/a	5
30/09/19	£144	£255	£-112	n/a	n/a	n/a	n/a	n/a	7
30/09/18	£267	£191	£76	£0	£0	£0	n/a	0	0
30/09/17	£256	£223	£33	£0	£0	£0	n/a	0	0
30/09/16	£239	£339	£-100	£0	£0	£0	n/a	0	0
30/09/15	£388	£325	£64	£0	£0	£0	n/a	0	0
30/09/14	£270	£337	£-67	£0	£0	£0	n/a	0	0
30/09/13	£308	£316	£-8	£0	£0	£0	n/a	0	0
30/09/12	£252	£269	£-17	£0	£0	£0	n/a	0	0
30/09/11	£151	£388	£-238	£0	£0	£0	n/a	0	0
30/09/10	£582	£194	£388	£2	£542	£181	11.2	2	0
30/09/09	£341	£262	£79	£0	£0	£0	n/a	0	0
30/09/08	£148	£113	£35	£0	£0	£0	n/a	0	0
30/09/07	£88	£109	£-21	£0	£0	£0	n/a	0	0
30/09/06	£104	£105	£0	£0	£0	£0	n/a	0	0
30/09/05	£123	£72	£51	£0	£0	£0	n/a	0	0
30/09/04	£11	£1	£10	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

www.shared-interest.com

foundation@shared-interest.com

01912339100

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

International poverty relief

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Burkina Faso, Kenya, Nicaragua, Peru, Rwanda, Uganda,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
5 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Charles Hayward Foundation	£15,000
People's Health Trust	£9,140
Paul Hamlyn Foundation	£6,000

Specific Donations

Amount	When Months	To be used for
Paul Hamlyn Foundation - The Outsiders Project
£6,000	18/01/2023	Bournemouth Emerging Arts Fringe (BEAF) is an independent creative community based in Bournemouth. They work all year round to create opportunities for artists and audiences through collaboration and ....more Bournemouth Emerging Arts Fringe (BEAF) is an independent creative community based in Bournemouth. They work all year round to create opportunities for artists and audiences through collaboration and co-creation with local communities and businesses. This grant supports BEAF to deliver The Outsiders project which will incubate a theatre of people experiencing marginalisation in the community of Boscombe.
Charles Hayward Foundation - Grant to Shared Interest Foundation
£15,000	23/09/2022	Growing Fairer Futures project, Rwanda
People's Health Trust - Seeking Refuge
£9,140	18/07/2022	This two-year project is for refugees and asylum seekers in Bournemouth. It aims to improve social connections, reduce loneliness and improve health and wellbeing. It provides regular sessions in a ....more This two-year project is for refugees and asylum seekers in Bournemouth. It aims to improve social connections, reduce loneliness and improve health and wellbeing. It provides regular sessions in a safe space to give participants the change to make new friendships and take part in new creative workshops.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-68

JOHAN CARL PAUL VALENTIN Appointed: 2021, Occupation: Director

MELISSA DUNCAN Appointed: 2021, Occupation: Director

CRISTINA TALENS Appointed: 2019, Occupation: Ethical Business Development Professional

PATRICIA ALEXANDER Appointed: 2006, Occupation: Managing Director

RICHARD ANDERSON Appointed: 2020, Occupation: Chief Risk Officer

DR YVONNE GALE Appointed: 2019, Occupation: Chief Executive, Other trusteeships: ST CHAD'S COLLEGE DURHAM, THE MILLFIELD HOUSE FOUNDATION (1),

JAMESON MILLER Appointed: 2022, Occupation: Retired, Other trusteeship: SIDCOT SCHOOL,

Legal constitution

Charitable company registered in England & Wales on 27/02/2004, number: 1102375
Registered at Companies House on 15/07/2003, number: 04833073

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

SHARED INTEREST FOUNDATION
PEARL ASSURANCE HOUSE
7 NEW BRIDGE STREET WEST
NEWCASTLE UPON TYNE
NE1 8AQ

Objectives

3.1 TO ADVANCE EDUCATION AND TRAINING; AND3.2 TO RELIEVE POVERTY, SICKNESS AND DISTRESS;IN ALL PARTS OF THE WORLD IN ALL RESPECTS FOR THE BENEFIT OF THE PUBLIC IN ACCORDANCE WITH THE LAW OF CHARITY IN ENGLAND AND WALES.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources