Finance Score: 7
Governance Score: 4
Support Score: 6
  • Liabilities <10%: +3
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Award winner
  • Overall weighted support: +6
Overall GiG Score: 17 ?

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
  • This charity is a recent Award Winner
  • This charity has a robust balance sheet
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • Fundraising costs are unusually low relative to funds raised
  • 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 Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/23£536£351£185£15£545£41714.325
30/09/22£311£335£-24n/an/an/an/an/an/a
30/09/21£363£304£58n/an/an/an/an/an/a
30/09/20£350£198£152n/an/an/an/an/an/a
30/09/19£144£255£-112n/an/an/an/an/an/a
30/09/18£267£191£76n/an/an/an/an/an/a
30/09/17£256£223£33n/an/an/an/an/an/a
30/09/16£239£339£-100n/an/an/an/an/an/a
30/09/15£388£325£64n/an/an/an/an/an/a
30/09/14£270£337£-67n/an/an/an/an/an/a
30/09/13£308£316£-8n/an/an/an/an/an/a
30/09/12£252£269£-17n/an/an/an/an/an/a
30/09/11£151£388£-238n/an/an/an/an/an/a
30/09/10£582£194£388£2£542£18111.220
30/09/09£341£262£79n/an/an/an/an/an/a
30/09/08£148£113£35n/an/an/an/an/an/a
30/09/07£88£109£-21n/an/an/an/an/an/a
30/09/06£104£105£0n/an/an/an/an/an/a
30/09/05£123£72£51n/an/an/an/an/an/a
30/09/04£11£1£10n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 2.8%
Fundraising Costs/Total Spending: 4.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 14.3 months
Net Current Assets/Spending: 19 months
Quick Ratio: 24.8
Asset Split ?
Balance Sheet History
Established: 21 years

www.shared-interest.com

foundation@shared-interest.com

01912339100

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
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 supports them? ?

Awards received
  • Charity Times 2022 Awards Charity of the Year, Income < £1m
Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
Charles Hayward Foundation - Grant to Shared Interest Foundation
£15,000 23/09/2022
Growing Fairer Futures project, Rwanda

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 51-68
  • CRISTINA TALENS Appointed: 2019, Occupation: Ethical Business Development Professional
  • DR YVONNE GALE Appointed: 2019, Occupation: Chief Executive
  • JAMESON MILLER Appointed: 2022, Occupation: Retired
  • JOHAN CARL PAUL VALENTIN Appointed: 2021, Occupation: Director
  • MELISSA DUNCAN Appointed: 2021, Occupation: Director
  • PATRICIA ALEXANDER Appointed: 2006, Occupation: Managing Director
  • RICHARD ANDERSON Appointed: 2020, Occupation: Chief Risk Officer
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
Fundraising Regulator
First registered: 03/28/2017, current status: Small charity
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
20 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

Charity Commission for England and Wales
360 Giving
Charizone

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