Finance Score: -4

Governance Score: 6

Support Score: 3

Spending declining: -1
Volatile income: -3

Good trustee age range: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 5

SHINE: SUPPORT AND HELP IN EDUCATION

SHINE supports educational projects that work primarily with disadvantaged children and young people (4 to 18 years) across the North West, North East and Yorkshire and Humber regions. We provide grants to fund educational programmes which give these young people the extra support and attention they need to learn the basic but essential tools for life.

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Spending is declining
Income has been volatile recently

Established: 24 years

www.shinetrust.org.uk

info@shinetrust.org.uk

0113 280 5872

Charity Commission for England and Wales

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		£879	£917	£-39	£160	£6,371	£0	n/a	9	0
31/08/21		£1,241	£1,959	£-719	£145	£6,660	£0	n/a	9	0
31/08/20		£4,752	£2,912	£1,840	£224	£6,459	£0	n/a	7	0
31/08/19		£1,398	£2,270	£-871	£76	£4,374	£0	n/a	6	0
31/08/18?		£2,691	£2,886	£-195	£160	£5,062	£0	n/a	6	1
31/03/17		£1,181	£1,897	£-717	£157	£5,009	£0	n/a	7	0
31/03/16		£2,281	£2,662	£-381	£584	£5,622	£0	n/a	6	0
31/03/15		£1,520	£2,058	£-538	£229	£5,714	£0	n/a	6	0
31/03/14		£2,262	£2,215	£47	£232	£5,583	£91	0.5	5	0
31/03/13		£2,244	£2,692	£-448	£178	£5,283	£0	n/a	5	0
31/03/12		£2,283	£3,065	£-782	£704	£5,420	£0	n/a	5	0
31/03/11		£3,323	£2,742	£581	£694	£6,149	£0	n/a	5	0
31/03/10		£2,222	£2,283	£-61	£647	£5,453	£520	2.7	5	0
31/03/09		£2,281	£1,734	£547	£640	£5,035	£445	3.1	5	0
31/03/08		£3,015	£2,685	£329	£549	£4,961	£0	n/a	5	0
31/03/07		£1,632	£1,433	£200	£171	£4,452	£115	1	5	0
31/03/06	*	£1,899	£2,018	£-120	£0	£0	£0	n/a	0	0
31/03/05	*	£1,841	£2,143	£-303	£0	£0	£0	n/a	0	0
31/03/04	*	£2,018	£1,377	£640	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 28%
Liabilities/Income: 285%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 15 months
Quick Ratio: 0.4

Asset Split ?

Listed activities

Education/Training
General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

9 employees

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.

Specific Donations

Amount	When Months	To be used for
The Childhood Trust - SHINE on Saturday in Edmonton
£6,500	02/12/2016	SHINE on Saturday is a unique project that gives teachers the resources to provide extra support on a Saturday for children who need it most. The project will benefit 120 children, and give them ....more SHINE on Saturday is a unique project that gives teachers the resources to provide extra support on a Saturday for children who need it most. The project will benefit 120 children, and give them access to inspiring and creative educational experiences they wouldnâ€™t otherwise have had.
Greater London Authority - Grant to SHINE Trust
£100,000	21/03/2016	London Schools Excellence Legacy Fund - Small teacher grants
Esmee Fairbairn - Grant to SHINE: Support and Help in Education
£284,000	01/11/2012	Towards the Let Teachers Shine campaign, which will support local and collaborative solutions to raising attainment in literacy and numeracy.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 44-66

ANN MROZ Appointed: 2015, Occupation: Editor

CAMERON OGDEN Appointed: 2010, Occupation: Businessman, Other trusteeship: THE OGDEN TRUST,

JONNY UTTLEY Appointed: 2023, Occupation: Ceo

KAVITA GUPTA Appointed: 2020, Occupation: Director Of Strategic Transactions

LORD JIM O'NEILL Appointed: 2017, Occupation: Economist

LORNA FITZSIMONS Appointed: 2018, Occupation: Ceo & Co-Founder, The Pipeline

MARK HEFFERNAN Appointed: 2018, Occupation: President And Cio Of Alwyne Management

PAUL GREEN Appointed: 2022, Occupation: Civil Servant, Other trusteeship: OUTDOOR AND SUSTAINABILITY EDUCATION SPECIALISTS (OASES) LIMITED,

RAKSHA PATTNI (Chair) Appointed: 2018, Occupation: Director

SAMANTHA TWISELTON Appointed: 2017, Occupation: Director Of Sheffield Institute Of Education

SARAH LOFTUS Appointed: 2018, Occupation: Head Of Strategy & Architecture, Seadrill Manageme

Legal constitution

Charitable company registered in England & Wales on 05/10/2000, number: 1082777
Registered at Companies House on 16/08/2000, number: 04053509

Gift Aid

Registered with HMRC for Gift Aid

Event History

24/06/2015 - Asset transfer in from JOINT COUNCIL FOR QUALIFICATIONS
11/06/2021 - Asset transfer in from TWENTY FIRST CENTURY LEGACY LIMITED

Policies in force

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

Filing Record

19 returns made; AR06: 0 days late, AR05: 1 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from TWENTY FIRST CENTURY LEGACY LIMITED on 11/06/2021

Main office

SHINE Trust
Princes Exchange
2 Princes Square
Leeds
LS1 4HY

Objectives

SUCH GENERAL OBJECTS AS ARE CHARITABLE AT LAW AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING WORDS) THE ADVANCEMENT OF EDUCATION OF YOUNG PEOPLE FOR THE BENEFIT OF THE PUBLIC.

Defined Area of Benefit:

NOT DEFINED

Data Sources