Finance Score: -1
Governance Score: 1
Support Score: 12
  • Spending declining: -1
  • Volatile income: -3
  • Fundraising costs low: +3
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Overall weighted support: +12
Overall GiG Score: 12 ?

SHIFT FOUNDATION

The Foundation's activities are to deliver community and educational projects that are guided by three main principles of empowerment, inclusion and collaboration. Activities will;- inspire and support people to use our approach and tools to take the lead in their neighbourhoods.- engage a wide audience, particularly through use of online tools.- deliver projects in partnership with others.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • The Board has little diversity in terms of age
  • Over half the Board have joined recently

Financial issues to consider:

  • Spending is declining
  • Income has been volatile recently

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
31/03/23£1,302£1,200£101£0£545£3883.9150
31/03/22£1,617£1,598£18£0£444£3502.6150
31/03/21£1,914£1,815£99£0£426£3312.2180
31/03/20*£1,408£1,331£77£0£326£3062.8160
31/03/19£1,649£1,816£-168£0£257£2241.5240
31/03/18£1,781£1,741£40£3£425£3432.4160
31/03/17£1,231£1,059£172£1£385£2122.4110
31/03/16*£1,041£1,044£-3£0£213£86170
31/03/15£210£125£85n/an/an/an/an/an/a
31/03/14*£0£0£0n/an/an/an/an/an/a
31/03/13*£0£0£0n/an/an/an/an/an/a
31/03/12*£0£0£0n/an/an/an/an/an/a
31/03/11*£0£0£0n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 28%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 28%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 71%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.8
Asset Split ?
Balance Sheet History
Established: 15 years

www.shiftdesign.org.uk

foundation@shiftdesign.org.uk

0207 253 9781

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
GiG Classification
  • Performing and visual arts
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides human resources
  • Provides services
Where it operates
  • Throughout London,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years
National Lottery Community Fund£483,600
John Ellerman Foundation£120,000
Tudor Trust£110,000
Guy's and St Thomas' Charity£87,000
Barrow Cadbury Trust£86,000
Paul Hamlyn Foundation£60,000
Esmee Fairbairn£34,000
Power to Change£28,000
Specific Donations
Amount When
Months
To be used for
Barrow Cadbury Trust - Impact Custodian Investment Committee - Pilot
£86,000 08/02/2023
Develop and pilot an Impact Custodian Investment Committee to embed lived experience into the decision-making processes of social investors.
Spirit of 2012 - Convening the Convenors
£5,000 02/02/2023
Funding for a residential for c30 leaders of the social connection work in the UK.
Guy's and St Thomas' Charity - Community Ventures - grants
£87,000 31/03/2022
Project to ensure communities in Lambeth and Southwark benefit economically in the long-term from the success of ventures that the Foundation has invested in
Tudor Trust - Grant to Shift Foundation
£80,000 24/03/2022
24
over two years towards salaries and associated running costs of Tower Blocks UK, a national project aiming to empower and give voice to residents around tower block housing safety issues
Tudor Trust - Grant to Shift Foundation
£5,000 13/10/2021
over six months towards the initial ‘test and shape’ phase of a peer support programme for those involved in leading local mutual aid groups in response to the Covid-19 pandemic
Paul Hamlyn Foundation - Covid-19 Emergency Funding: Sustaining community relationships in the UK
£40,000 02/09/2021
12
The Relationships Project was started by Shift to build the body of knowledge about the importance of relationships as community activity and volunteering become more central to civic life in response to the pandemic. This grant supports The ....more
John Ellerman Foundation - Core funding (£40K/year for 3 years) to secure the base and plan ahead
£120,000 26/11/2020
Core funding (£40K/year for 3 years) to secure the base and plan ahead
Paul Hamlyn Foundation - Understanding the 10million
£20,000 29/10/2020
Shift are a design charity with ten years of experience working in behaviour change and social innovation. They take a collective approach to tackling social problems and use design thinking to help organisations maximise their impact. Understanding ....more
Tudor Trust - Grant to Shift (COVID19 Grant)
£25,000 15/06/2020
6
over one year towards the running costs of a project to collate experiences of how our relationships are changing nationally in response to the Coronavirus outbreak
National Lottery Community Fund - Mobilising digital expertise to support charities respond to COVID-19
£483,600 15/05/2020
10
Shift will use funding to increase the support they provide to charities across the UK who are in urgent need of digital support. Shift will meet this growing demand from medium-large charities networks and infrastructure organisations both directly ....more
Esmee Fairbairn - Grant to Shift Foundation
£4,000 20/03/2020
6
Towards enabling Shift Foundation to write-up and publish the outcome of the successful research on alternate social investment instruments.
Power to Change - Shift Foundation
£28,000 19/12/2019
11
Grant to Shift Foundation
Lloyds Bank Foundation - Grant to Shift Foundation
£15,000 09/12/2019
12
Contributing to Time to Grow, the next phase of the Relationships Project which uses evidence of what works to drive relationship centred design and development with the aim of improving services.
Esmee Fairbairn - Grant to Shift Foundation
£30,000 06/12/2019
18
Towards the costs of a project that seeks to embed 'relationship design' into the delivery of voluntary and public services.
Esmee Fairbairn - Grant to Shift Foundation
£20,000 31/10/2019
6
Supporting a piece of research into the use of different financial instruments at the early stage social investment sector
John Ellerman Foundation - Grant to Shift Foundation
£60,000 25/07/2019
14
Towards the costs of their work which aims to improve people's lives by ensuring meaningful relationships are at the heart of services, neighbourhoods and institutions
Trust for London - Shift
£10,000 05/06/2019
6
This funding is for a short term project to gather and publish a set of proposals on how London might change if relationships were a central operating principle for the next mayoral administration. We will find and adapt transferable examples from ....more
Guy's and St Thomas' Charity - Everyday Takeaway
£350,000 20/03/2019
Everyday Takeaway development
National Lottery Community Fund - The Relationships Project
£50,000 13/11/2018
6
The Relationships Project
National Lottery Community Fund - Progressively
£49,618 12/10/2018
24
Progressively
Esmee Fairbairn - Grant to Shift Foundation
£15,000 02/08/2018
9
Towards the early scoping work for a larger project intended to lead to principles and design tools to help charitable and statutory institutions foster deeper and more sustainable relationships within communities.
Guy's and St Thomas' Charity - Everyday takeaway development
£53,280 25/07/2018
development funding for everyday takeaway business plan
Guy's and St Thomas' Charity - Shift Design: Understanding Family Perspectives
£85,650 08/08/2017
Shift Design will facilitate ethnographic research with families in Lambeth and Southwark to explore behaviours around food and physical activity. They will identify opportunities and implications for programme design across home, street and school ....more
Guy's and St Thomas' Charity - Milestones project
£9,000 20/07/2017
Project looking at new ways of categorising innovation milestones for start ups
Esmee Fairbairn - Grant to Shift Foundation
£7,500 19/01/2017
9
Towards Project costs Towards the development of a common understanding of what good progress - or 'milestones' - looks like for projects using technology for social impact in the UK.
Paul Hamlyn Foundation - Social technology development and investment milestones
£7,500 20/12/2016
9
This project aims to contribute to a stronger UK social technology sector by helping articulate and build a consensus around the distinct development and investment milestones for tech for good, as well a clearer view of the funding and investment ....more
Esmee Fairbairn - Grant to Shift Foundation
£250,000 30/06/2016
24
Towards salary and other costs to develop a more coherent food sector for disadvantaged people.
Indigo Trust - £40,000 of £50,000 loan converted to a grant
£40,000 05/04/2008
£40,000 of £50,000 loan converted to a grant. To cover the period between book sales and receipt of revenue.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-49
  • BEN WROBEL Appointed: 2023, Occupation: Independent Communications Consultant
  • CATHERINE-JOSEPHINE TAYEH Appointed: 2023, Occupation: Founder / Strategy Consultant
  • CATRIONA MACLAY Appointed: 2023, Occupation: Consultant
  • ELIZABETH ANNE OWEN Appointed: 2016, Occupation: Public Sector Manager
  • EMILY EVANS Appointed: 2023, Occupation: Ceo
  • NADIA PATRICIA LAABS Appointed: 2023, Occupation: Director & Consultant
  • POLLY JANET MACKENZIE Appointed: 2019, Occupation: Ceo
  • SURAJ VADGAMA Appointed: 2023, Occupation: Digital And Design Director
Legal constitution
  • Charitable company registered in England & Wales on 26/02/2010, number: 1134546
  • Registered at Companies House on 28/02/2008, number: 06518174
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds 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
13 returns made; AR20: 4 days late, AR16: 13 days late, AR14: 1 days late, AR13: 68 days late, AR12: 27 days late, AR11: 16 days late,
Main office

70 Landcroft Road
LONDON
SE22 9LD

Objectives

A TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECTS OF ENVIRONMENTAL AND SOCIAL BEHAVIOURS AND IMPACTS, ACTIVE CITIZENSHIP AND COMMUNITY COHESIONB TO RESEARCH FOR THE PUBLIC BENEFIT ALL ASPECTS OF THE EDUCATIONAL OUTCOMES OF THE AFOREMENTIONED SUBJECTS AND TO PUBLISH AND PROMOTE THE RESULTSC TO ADVANCE THE EDUCATION OF YOUNG PEOPLE (INCLUDING WITHOUT LIMITATION SOCIAL, ENVIRONMENTAL AND COMMUNITY TRAINING) IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT BYI PROVIDING PROGRAMMES AND WORKSHOPS ON SUCH MATTERS AS LEADERSHIP, CITIZENSHIP AND CAMPAIGNINGII LAUNCHING CAMPAIGNS TO RAISE AWARENESS AND INCREASE THE ENGAGEMENT OF YOUNG PEOPLEIII PRODUCING MATERIALS AND RESOURCES THAT CAN BE USED BY EDUCATION PRACTITIONERS TO RAISE AWARENESS OF ENVIRONMENTAL AND SOCIAL ISSUESD SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES AT THEIR ABSOLUTE DISCRETION MIGHT FROM TIME TO TIME DETERMINE

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources

Charity Commission for England and Wales
360 Giving

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