Finance Score: 0

Governance Score: 7

Support Score: 5

No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 12

SOFII FOUNDATION

Online showcase of fundraising, innovation and inspiration for charitable organisations all over the world.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 16 years

www.sofii.org

davidcarrington@btinternet.com

07903960998

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
31/03/23		£88	£66	£22	n/a	n/a	n/a	n/a	n/a	25
31/03/22		£65	£54	£11	n/a	n/a	n/a	n/a	n/a	35
31/03/21		£62	£65	£-3	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£60	£53	£8	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£46	£58	£-12	n/a	n/a	n/a	n/a	n/a	5
31/03/18		£51	£48	£3	£0	£0	£0	n/a	0	0
31/03/17	*	£53	£51	£2	£0	£0	£0	n/a	0	0
31/03/16	*	£30	£19	£11	£0	£0	£0	n/a	0	0
31/03/15	*	£52	£53	£0	£0	£0	£0	n/a	0	0
31/03/14	*	£57	£57	£0	£0	£0	£0	n/a	0	0
31/03/13		£55	£31	£24	£0	£0	£0	n/a	0	0
31/03/12	*	£47	£37	£10	£0	£0	£0	n/a	0	0
31/03/11		£29	£55	£-26	£0	£0	£0	n/a	0	0
31/03/10		£41	£25	£16	£0	£0	£0	n/a	0	0
31/03/09	*	£16	£3	£13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
25 volunteers

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
Trust for London - SOFII Foundation
£7,500	05/04/2022	The funding is to expand our virtual/hybrid events that enable fundraisers - including those working for charities tackling poverty and inequality in London - on limited budgets, to be inspired by a ....more The funding is to expand our virtual/hybrid events that enable fundraisers - including those working for charities tackling poverty and inequality in London - on limited budgets, to be inspired by a diverse group of speakers. We will continue to build our free online archive of fundraising information and innovation.
Trust for London - SOFII Foundation
£7,500	05/06/2019 12	The funding is for additional free website content that will be particularly useful to volunteer fundraisers and trustees in small, under-resourced charities. SOFII resources can help such ....more The funding is for additional free website content that will be particularly useful to volunteer fundraisers and trustees in small, under-resourced charities. SOFII resources can help such organisations apply for funds and are, therefore, of tangible benefit to all local community organisations working to fight poverty and inequality in London.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-61

ANDREW PETER WATT Appointed: 2021, Occupation: Charity Consultant

ANGELIQUE MASSE NGUYEN Appointed: 2021, Occupation: Head Of Charity Fundraising And Communications

CHARMAINE SHAH Appointed: 2021, Occupation: International Development Professional

CRAIG LINTON Appointed: 2017, Occupation: Fundraising Director

HEATHER LITTLE Appointed: 2021, Occupation: University Deputy Director Development

MEREDITH NILES (Chair) Appointed: 2017, Occupation: Fundraising Director, Other trusteeships: THE CHARITIES AID FOUNDATION, PLAN INTERNATIONAL UK, TRUST FOR LONDON TRUSTEE,

RACHAEL MOORE Appointed: 2021, Occupation: Charity Fundraiser

RICHARD TURNER Appointed: 2017, Occupation: Fundraising Director

Legal constitution

Charitable company registered in England & Wales on 30/06/2008, number: 1124743
Registered at Companies House on 12/03/2008, number: 06532074

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

15 returns made; AR17: 133 days late, AR16: 2 days late, AR15: 111 days late, AR14: 15 days late, AR12: 1 days late, AR09: 30 days late,

Main office

19 CHELSEA PARK GARDENS
LONDON
SW3 6AF

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE EFFICIENCY AND EFFICACY OF CHARITIES WORLD-WIDE, IN PARTICULAR (WITHOUT LIMITATION)THROUGH ADVISING PEOPLE ABOUT SUCCESSFUL CHARITABLE FUNDRAISING ACTIVITIES.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources