Finance Score: 3
Governance Score: 8
Support Score: 8
  • Poor Liquidity: -1
  • Pension deficit: -1
  • Strong growth: +2
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Award winner
  • Grant maker support: +8
Overall GiG Score: 19 ?

THE SHAW TRUST LIMITED 

Shaw Trust provides services to people who are disabled or otherwise disadvantaged, principally to help them find employment or to develop work and independence skills.
Analysis by Giving is Great

Positives:

  • This charity is a recent Award Winner
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • There is a pension deficit of £14,591,000

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£295,851£294,753£1,098£2,312£209,387£17,9040.75,430718
31/08/21£263,402£234,901£28,501£77£89,696£-39,629-24,773850
31/08/20£223,123£217,533£5,590£34£82,889£-39,588-2.23,727913
31/08/19£206,367£224,799£-18,432£5,290£82,081£-23,374-1.23,6070
31/08/18?*£259,573£258,682£891£7,086£132,809£38,9721.83,5561,600
31/03/17£132,107£93,955£38,152£4,819£114,493£39,33551,4590
31/03/16£107,166£96,554£10,612£3,886£79,443£35,0564.41,5970
31/03/15£129,290£107,114£22,176£4,192£64,950£38,1504.31,5380
31/03/14£107,897£106,163£1,734£3,930£42,576£36,7594.21,2110
31/03/13£96,590£100,411£-3,821£4,038£40,826£32,8103.91,3580
31/03/12£85,634£86,026£-392£3,768£42,643£33,6324.71,1360
31/03/11£112,609£108,888£3,721£3,789£43,571£35,98041,7770
31/03/10£96,642£93,314£3,328£3,680£38,206£31,48342,5520
31/03/09£81,385£83,154£-1,769£3,620£32,782£30,0864.31,3580
31/03/08£72,906£65,507£7,399£3,226£35,570£33,1466.11,2100
31/03/07£70,302£62,885£7,417£2,975£28,171£25,5694.91,0340
01/04/06£65,567£58,558£7,009£0£0£0n/a00
02/04/05£63,981£56,657£7,324£0£0£0n/a00
30/03/04*£45,621£42,871£2,750£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 26%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 9%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.7
Asset Split ?
Established: 41 years

www.shaw-trust.org.uk

Companysecretary@shaw-trust.org.uk

0300 30 33 111

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Services for people with disabilities
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Australia, Poland, Romania, Scotland, Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
Who works here?
  • 5,430 employees
  • 718 volunteers

Who's supporting them? ?

Awards received
  • Charity Times 2022 Awards Trustee Board of the Year
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
CHK Foundation - CHK Main Grant
£1,500 10/02/2023
to support specified work
CHK Foundation - CHK Main Grant
£60,000 11/05/2022
to support specified work
Greater London Authority - Shaw Trust
£135,000 01/01/2020
Positive activities for young people involved in crime or at risk of crime or exclusion
National Lottery Community Fund - Lon/2/9 - AIM4Work North and East London
£1,237,024 09/11/2016
33
This funding will support AIM4Work, a project that aims to support people with common mental health conditions in the North and East boroughs of the London LEP area, aged 25 and over to move into ....more
National Lottery Community Fund - Lon/2/13 - AIM4Work south London
£765,900 09/11/2016
33
This funding will support AIM4Work, a project that aims to support people with mental health conditions in the South boroughs of the London LEP area, aged 25 and over to move into employment and to ....more
National Lottery Community Fund - Lon/2/9 - Active Independent Motivated For Work (AIM4Work)
£50,000 26/04/2016
12
The funding will be used to develop consultancy from Centre for Mental Health to evaluate the Individual Placement and Support (IPS) model, test IPS delivery for the Stage 2 submission, staff ....more
National Lottery Community Fund - Lon/2/13 - Active Independent Motivated For Work (AIM4Work)
£50,000 26/04/2016
12
The funding will be used to develop a consultancy from Centre for Mental Health to support people with common mental health conditions and evaluate the Individual Placement and Support (IPS) model ....more
National Lottery Community Fund - Talent Match Vision & Prospectus
£1,505,500 01/02/2013
72
The project will work alongside existing provision, accessing a range of services and activities from existing providers. Delivery partners will come from public sector, VCS and private sectors. ....more
National Lottery Community Fund - LS RCE Rd 9 Older People (50+) Competitiveness
£515,569 21/09/2011
60
Under round 9 they will be enabling a minimum of 490 individuals aged 50 or over, who are not employed, are economically inactive, not in education or training, to develop their life skills, ....more
National Lottery Community Fund - LS CONV Rd 8 Older People (50+) Convergence Area
£1,032,232 21/09/2011
60
Under round 8 they will be enabling a minimum of 750 individuals aged 50 or over, who are not employed, are economically inactive, not in education or training, to develop their life skills, ....more
National Lottery Community Fund - LS RCE Rd 6 Economically Inactive Families Competitiveness Area
£839,600 30/09/2010
60
The contract has been awarded over a four year period to support targeted groups of 200 economically inactive people in the Vale of Glamorgan, to engage or re-engage with education, volunteering, ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)
Current Trustees appointed
Gender Split
Based on 14/15 persons

Age Range of Trustees: 30-77
  • OMALARA OYESANYA Appointed: 2021, Occupation: Legal Counsel And Chief Risk Officer
  • DIANE COTE Appointed: 2021, Occupation: Non Executive Director
Legal constitution
  • Charitable company registered in England & Wales on 08/09/1983, number: 287785
  • Registered at Companies House on 03/08/1983, number: 01744121
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR18: 32 days late, AR04: 27 days late,
Main office

SHAW TRUST
Black Country House
Rounds Green Road
Oldbury
West Midlands
B69 2DG

Objectives

1. TO RELIEVE ANY PERSON WHO IS IN NEED BECAUSE OF ANY DISABILITY OR BECAUSE OF ANY OTHER DISADVANTAGE RESULTING FROM UNEMPLOYMENT, YOUTH, AGE, FINANCIAL HARDSHIP, ILL-HEALTH OR BECAUSE THEY ARE OFFENDERS, EX-OFFENDERS OR ARE AT RISK OF OFFENDING;2. THE PROMOTION OF THE HEALTH, EQUALITY AND INDEPENDENCE OF DISABLED PEOPLE; AND3. THE PREVENTION AND RELIEF OF POVERTY;IN PARTICULAR BY PROVIDING EDUCATION, TRAINING, REHABILITATION, SUPPORT, EMPLOYMENT OPPORTUNITIES AND PERSONAL DEVELOPMENT OPPORTUNITIES. THE COMPANY WILL BE NON-PARTY IN POLITICS AND NON-SECTARIAN IN RELIGION.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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