Overall GiG Score: 33 ?
Finance Score: 8
Governance Score: 9
Support Score: 16
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +16

FAIRSHARE EDUCATIONAL FOUNDATION 

The main areas of charitable activity are in campaigning and education of the public in the principles, practice and effects of responsible and ethical investment.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • Fundraising costs are low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers
  • 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
Established: 17 years
(20 years as a company)

www.shareaction.org

info@shareaction.org

02074037800

Charity Commission for England and WalesCompanies House
UN SDGs
?

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
31/01/23*£5,065£4,829£235£257£1,407£1,4073.575250
31/01/22£3,606£3,493£113£103£1,171£1,1313.957248
31/01/21£3,125£2,840£285£88£1,059£1,0594.5490
31/01/20£2,636£2,671£-35£84£774£7743.5480
31/01/19£2,347£2,157£190£165£810£8104.5400
31/01/18£1,945£1,724£220£105£620£6204.3360
31/01/17£1,217£1,126£91£69£400£4004.3310
31/01/16*£1,031£935£96£36£309£3073.9240
31/01/15£653£667£-14£39£213£2093.8160
31/01/14£543£531£12£54£228£2285.1120
31/01/13£371£363£8£0£0£0n/a00
31/01/12£330£290£40£0£0£0n/a00
31/01/11£307£256£51£0£0£0n/a00
31/01/10£244£225£19£0£0£0n/a00
31/01/09*£172£182£-11£0£0£0n/a00
31/01/08£187£174£14£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 5.6%
Fundraising Costs/Total Spending: 5.3%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 71%
Liabilities/Income: 69%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2
Asset Split ?
What it does
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who works here?
  • 75 employees
  • 250 volunteers
Who it helps
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind
How it operates
  • Provides advocacy/advice/information
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,

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
Guy's and St Thomas' Charity£1,500,000
Esmee Fairbairn£1,130,000
Friends Provident Foundation£602,000
Trust for London£356,000
Paul Hamlyn Foundation£267,000
Lankelly Chase Foundation£177,220
John Ellerman Foundation£150,000
Barrow Cadbury Trust£120,000
Specific Donations
Amount When
Months
To be used for
Friends Provident Foundation - ShareAction Core Funding 2023
£100,000 01/10/2023
Core funding in support of ShareAction's work
Paul Hamlyn Foundation - Supporting Professor Oliver Hart's Lecture on Fiduciary
£7,000 27/07/2023
ShareAction exists to make investment a force for good. Their vision is of an investment system that truly serves savers and communities, and protects our environment for the long term. This grant ....more
John Ellerman Foundation - We are seeking funding for core costs.
£150,000 25/05/2023
We are seeking funding for core costs.
Esmee Fairbairn - Grant to ShareAction
£60,000 27/02/2023
Towards unrestricted core costs as a Cost of Living Uplift
Trust for London - Fairshare Educational Foundation
£236,000 08/02/2023
The funding is for engaging investors to use their influence to change corporate employment policies and practices by promoting the Living Wage, addressing insecure work and identifying the Ethnicity ....more
Paul Hamlyn Foundation - Supporting a thriving civil society
£10,000 18/01/2023
Core-funding to build a movement for change in the investment system working with savers, civil society and charitable foundations.
Friends Provident Foundation - Fairshare Educational Foundation - Ethnicity pay gap reporting
£122,000 15/04/2022
Whilst the moral case for addressing ethnicity pay gaps is clear, the business and investment case is not sufficiently acknowledged. This campaign in key sectors of the economy will address this
Guy's and St Thomas' Charity - Long-term investors in people's health (LIPH)
£1,500,000 17/11/2021
Initial support for the Long-term Investors in People's Health initiative seeking to improve the impact that companies have on people's health by harnessing the investment system
Esmee Fairbairn - Grant to ShareAction
£1,000,000 14/09/2021
60
Towards unrestricted core costs to help tackle the biodiversity and climate crises through the investment sector.
Alex Ferry Foundation - Harnessing the power of the finance sector to tackle low wages and insecure jobs and promote Good Work.
£10,000 22/07/2021
research grant
Tudor Trust - Grant to ShareAction
£60,000 29/03/2021
24
over two years as unrestricted continuation funding for an organisation working to promote responsible investment both for institutional investors and ordinary savers
Friends Provident Foundation - Fairshare Educational Foundation - Share Action Core Funding 2021
£300,000 01/01/2021
Core funding in support of ShareAction's work
Joseph Rowntree Reform Trust - Building the Corporate AGM Back Better
£7,500 17/12/2020
2
for a campaign to build a vision of AGMs fit for a future world of stakeholder capitalism
Barrow Cadbury Trust - Using shareholder power to expand decent work in the UK
£120,000 24/10/2020
36
To expand the Living Wage campaign to explore and campaign on poor work practices within large companies.
Lankelly Chase Foundation - Grant to Fairshare Educational Foundation t/a Share Action
£10,000 03/08/2020
Fairshare Educational Foundation t/a Share Action
Esmee Fairbairn - Grant to ShareAction
£60,000 05/05/2020
6
towards unrestricted costs as a COVID-19 Fast Response grant
Friends Provident Foundation - Fairshare Educational Foundation-Developing the legislative case for Responsible Investment in the run up to COP 26
£80,000 13/04/2020
Too often, UK policy development around sustainable finance is conducted in piecemeal fashion, skirting around the edges of financial regulation. This reflects a conservative mind-set amongst policy ....more
Lankelly Chase Foundation - Grant to Fairshare Educational Foundation t/a ShareAction
£17,220 06/03/2020
Campaign activity relating to Barclays shareholder resolution
Trust for London - ShareAction (Fairshare Educational Foundation)
£120,000 05/03/2020
36
The funding is for a contribution towards the Good Work Advocacy programme. Building on the Living Wage campaign, this will support London workers in low-paid and precarious roles by pushing ....more
Esmee Fairbairn - Grant to ShareAction
£10,000 04/03/2020
4
Towards project costs for a scoping study to understand how to mobilise major investors to finance biodiversity conservation.
Lankelly Chase Foundation - Grant to Fairshare Educational Foundation t/a ShareAction
£150,000 12/02/2020
To support core activities in pursuit of ShareAction's mission: to make the global investment industry accountable for its impacts, while mobilising its power to address the ecological crises, public ....more
Paul Hamlyn Foundation - Supporting a thriving civil society
£250,000 23/09/2019
60
Core-funding to build a movement for change in the investment system working with savers, civil society and charitable foundations.
Joseph Rowntree Foundation - Grant to ShareAction
£90,000 12/07/2019
36
Core costs
Paul Hamlyn Foundation - Achieving social and environmental change through the investment system
£20,000 04/03/2019
12
Support for core activities promoting an investment system that serves communities and protects the environment.
John Ellerman Foundation - Core costs
£90,000 29/11/2018
36
Towards the core costs of their work promoting responsible investment, in order to ensure safe and sustainable communities and the environment, through promoting the integration of environmental, ....more
Guy's and St Thomas' Charity - Shareholder dialogue
£1,210,000 26/09/2018
Dialogue to establish an investor-led campaign to reduce sugar consumption
Friends Provident Foundation - Fairshare Educational Foundation- Core Funding
£180,000 12/06/2018
ShareAction's focus on changing the investment system is designed to produce tangible, positive impacts in the real economy. We promote responsible investment (RI) and want people with savings to get ....more
Mark Leonard Trust - for a campaign to persuade corporate pension schemes to factor in climate
£47,667 09/05/2018
For a campaign to persuade corporate pension schemes to integrate the financial risks of climate into their investment policies.
J J Charitable Trust - for a campaign to persuade corporate pension schemes to factor in climate
£47,667 09/05/2018
For a campaign to persuade corporate pension schemes to integrate the financial risks of climate into their investment policies.
Barrow Cadbury Trust - Amplifying stakeholder voices for decent work in the UK
£105,600 20/03/2018
36
To expand the Living Wage campaign to explore and campaign on poor work practices within large companies.
Trust for London - ShareAction (Fairshare Educational Foundation)
£3,104 15/01/2018
5
The funding is for scoping the potential to expand Share Action’s Good Work programme in the UK beyond the Living Wage campaign. This will involve research and engagement with companies, investors ....more
Paul Hamlyn Foundation - Achieving social and environmental change through the investment system
£20,000 12/12/2017
12
ShareAction is a charity focusing on achieving social and environmental change through investments. This grant will support core activities to contribute towards sustainable growth and to build an ....more
Esmee Fairbairn - Grant to ShareAction
£500,000 06/07/2017
60
Towards the unrestricted core costs of an organisation that influences the behaviour of institutional investors and public companies to unlock social and environmental benefits.
City Bridge Trust - Grant to ShareAction
£80,000 11/05/2017
24
£80,000 over two years (£39,500; 40,500) to meet the cost of a full-time Education Officer with project running costs within its Education for the Capital in Environment and Finance initiative.
Tudor Trust - Grant to ShareAction
£105,000 23/02/2017
36
over three years as continuation funding, on an unrestricted basis, for an organisation working to promote responsible investment
Paul Hamlyn Foundation - Achieving social and environmental change through the investment system
£20,000 21/11/2016
12
ShareAction is a charity focused on achieving social and environmental change through the investment system, notably by using the rights and opportunities shareholders have to encourage responsible ....more
Friends Provident Foundation - Fairshare Educational Foundation - Barriers to Pension Product Innovation
£52,500 13/09/2016
(Project title has changed - check it is still in line with Project Description) Savers in the UK increasingly want pension products that address both their financial and ethical interests. This ....more
Mark Leonard Trust - Shareholder resolutions
£12,500 10/05/2016
Towards a programme on shareholder resolutions that encourage companies to address risks arising from climate change
J J Charitable Trust - Shareholder resolutions
£12,500 10/05/2016
Towards a programme on shareholder resolutions that encourage companies to address risks arising from climate change
Friends Provident Foundation - Fairshare Educational Foundation - Changing the rules of the investment system
£100,000 08/03/2016
The aim of the project is to transform the rules, governance and incentives of the investment system by ensuring the voice of the saver is heard by their fiduciaries, policymakers and regulators.
Barrow Cadbury Trust - Shareholder Action to Reduce Working Poverty in the UK
£70,000 24/10/2015
24
To advance and expand the Shareholder Activism for Living Wages campaign.
City Bridge Trust - Eco-audit to ShareAction
£4,600 13/09/2015
£4,600 (11.5 days) to provide an eco audit.
Lankelly Chase Foundation - ShareAction
£150,000 26/11/2014
Core costs over 3 years and to help develop the provision of training and support for vulnerable people on low incomes to take action for change.
Tudor Trust - Grant to ShareAction
£90,000 13/10/2014
24
over two years as continuation funding towards the core costs of this organisation working to promote responsible investment
Barrow Cadbury Trust - Shareholder Activism for Living Wage
£50,000 25/01/2014
Shareholder Activism for Living Wage
Friends Provident Foundation - Fairshare Educational Foundation - Democratising Pensions
£91,839 11/12/2013
Achieve introduction of: (a) Policy measures to make UK pension providers long-term orientated, socially responsible and more accountable to savers. (b) Best practice by pension providers on the ....more
Esmee Fairbairn - Grant to ShareAction
£120,000 13/11/2013
Towards core costs of an organisation that seeks to positively influence the practices of the investment industry, leading to greater consideration of ethical corporate principles.
Esmee Fairbairn - Grant to ShareAction
£60,000 10/02/2010
36
Towards Unrestricted core costs Towards core costs for this organisation's work that addresses institutional investors when there is a failure to challenge companies that abuse human rights and the ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 42-63
Legal constitution
  • Charitable company registered in England & Wales on 14/12/2006, number: 1117244
  • Registered at Companies House on 13/01/2004, number: 05013662
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
16 returns made; AR23: 1 days late, AR16: 16 days late, AR09: 34 days late,
Main office

Runway East
The Hickman Building
2 Whitechapel Road
LONDON
E1 1EW

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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