Finance Score: 5

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Strong growth: +2

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE SHM FOUNDATION

The SHM Foundation works globally to bring about positive social change through projects in the areas of learning and citizenship, health, education and the arts with the aim to provide communities and individuals with the practical tools they need to develop innovative solutions. It uses knowledge from the humanities and social sciences to understand human motivation to address social challenges.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 3 trustees

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
31/08/22		£739	£739	£0	£0	£836	£529	8.6	3	5
31/08/21		£741	£578	£163	£0	£836	£501	10.4	3	7
31/08/20		£871	£514	£357	£0	£673	£537	12.5	2	6
31/08/19		£386	£372	£14	n/a	n/a	n/a	n/a	n/a	6
31/08/18		£328	£184	£144	£0	£0	£0	n/a	0	0
31/08/17		£244	£191	£52	£0	£0	£0	n/a	0	0
31/08/16		£242	£297	£-55	£0	£0	£0	n/a	0	0
31/08/15		£388	£366	£22	£0	£0	£0	n/a	0	0
31/08/14		£227	£380	£-154	£0	£0	£0	n/a	0	0
31/08/13		£239	£158	£81	£0	£0	£0	n/a	0	0
31/08/12		£80	£145	£-65	£0	£0	£0	n/a	0	0
31/08/11		£58	£84	£-26	£0	£0	£0	n/a	0	0
31/08/10		£169	£171	£-2	£0	£0	£0	n/a	0	0
31/08/09	*	£325	£21	£304	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 63%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 14 months
Quick Ratio: 37

Asset Split ?

Established: 16 years

www.shmfoundation.org

info@shmfoundation.org

02072425504

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

City Of London, Coventry City, East Sussex, Ecuador, Guatemala, Hampshire, Indonesia, Kent, Kenya, Mexico, Pakistan, Sierra Leone, South Africa, Spain, West Sussex, Zambia, Zimbabwe,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

MAURICE BIRIOTTI Appointed: 2012, Occupation: Ceo, Other trusteeships: BODY AND SOUL, BLOOMSBURY FESTIVAL,

PROFESSOR HENRIETTA MOORE FBA (Chair)

SARAH FIDLER Appointed: 2020

Legal constitution

Charity registered in England & Wales on 05/11/2008, number: 1126568

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

14 returns made; AR09: 6 days late,

Main office

1ST FLOOR
20-22 BEDFORD ROW
LONDON
WC1R 4EB

Objectives

TO UNDERTAKE FOR PUBLIC BENEFIT ANY PURPOSE THAT IS CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DECIDE.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS

Data Sources