Finance Score: 3

Governance Score: -2

Support Score: 4

Low unrestricted reserves: -2
Strong growth: +2
Fundraising costs low: +3

Very static board: -5
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 5

THE SHARE FOUNDATION

The Share Foundation aims to reduce the generational cycle of deprivation by building resources and life skills for looked after children and young people. We operate the UK-wide Junior ISA and Child Trust Fund schemes on behalf of the Department for Education, opening and administering accounts, raising additional voluntary contributions to build account values and providing financial education.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Why is the Board composition very static?

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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		£4,844	£4,631	£213	£20	£1,801	£1,147	3	12	3
31/03/22		£4,391	£3,456	£935	£19	£1,588	£1,220	4.2	10	1
31/03/21		£2,559	£2,498	£61	£22	£653	£262	1.3	9	1
31/03/20		£1,951	£1,967	£-16	£31	£592	£236	1.4	9	0
31/03/19		£1,393	£1,298	£96	£23	£609	£246	2.3	8	5
31/03/18		£994	£961	£32	£46	£513	£244	3	8	0
31/03/17		£985	£1,004	£-19	£91	£481	£257	3.1	7	0
31/03/16		£1,040	£1,000	£40	£90	£500	£360	4.3	7	0
31/03/15		£1,029	£951	£78	£34	£460	£370	4.7	5	0
31/03/14		£592	£536	£56	£43	£382	£304	6.8	4	0
31/03/13		£759	£601	£158	£60	£326	£256	5.1	4	0
31/03/12		£71	£20	£51	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£69	£12	£57	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£67	£173	£-106	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£89	£119	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£233	£132	£102	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£62	£54	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06?		£45	£13	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£60	£5	£55	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 6%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 15.7

Asset Split ?

Balance Sheet History

Established: 20 years
(22 years as a company)

www.sharefound.org

info@sharefound.org

01296310400

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People

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.

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - The Stepladder of Achievement Programme (Stepladder Plus)
£5,000	08/04/2020	The Stepladder of Achievement Programme (Stepladder Plus)
Department for Education - Junior ISAs
£2,686,600	01/04/2020	Support children in care and care leavers. Children looked after for 12 months or more and not eligible for a Child Trust Fund (CTF) are entitled to a £200 payment from the government into a Junior Individual Savings Account (Junior ISA) with the ....more Support children in care and care leavers. Children looked after for 12 months or more and not eligible for a Child Trust Fund (CTF) are entitled to a £200 payment from the government into a Junior Individual Savings Account (Junior ISA) with the aim of helping the young people with these accounts to be better prepared for adult life, by providing guidance on handling money.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-77

CHRISTOPHER WILLIAM DAWS Appointed: 2007, Occupation: Trustee

GAVIN DAVID REDVERS OLDHAM (Chair) Appointed: 2002, Occupation: Director

HENRIETTA SHANE ROYLE Appointed: 2007, Occupation: General Manager

JOHN RICHARD REEVE Appointed: 2007, Occupation: Director

RUTH MARIA KELLY Appointed: 2008, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 14/02/2005, number: 1108068
Registered at Companies House on 01/08/2002, number: 04500923

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
Investing charity funds policy and procedures
Investment
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

19 returns made; AR05: 93 days late,

Main office

The Share Foundation
Ardenham Court
Oxford Road
AYLESBURY
Buckinghamshire
HP19 8HT

Objectives

1. TO RELIEVE POVERTY AMONGST CHILDREN AND YOUNG PEOPLE IN NEED IN ACCORDANCE WITH CHRISTIAN PRINCIPLES AND WITHOUT REFERENCE TO RACE, CREED OR NATIONALITY WITH A VIEW TO IMPROVING THE CONDITION OF LIFE OF THOSE FOR WHOM FUNDING IS PROVIDED;2. TO ADVANCE THE EDUCATION OF SUCH CHILDREN AND YOUNG PEOPLE IN HANDLING THEIR FINANCIAL SITUATION IN ORDER TO ENCOURAGE SELF-SUFFICIENCY AS THEY GROW INTO ADULTHOOD, THROUGH IMPROVED ABILITY TO HANDLE THEIR OWN ECONOMIC CIRCUMSTANCES AND TO HELP THEM LIFT THEMSELVES AND OTHER IN THE COMMUNITIES IN WHICH THEY LIVE OUT OF POVERTY.

Defined Area of Benefit:

NOT DEFINED, IN PRACTICE NATIONAL AND OVERSEAS

Data Sources

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