SHELTERBOX TRUST

Charity number: 1096479
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

ShelterBox provides emergency shelter and vital supplies to support communities around the world overwhelmed by disaster and humanitarian crises.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£26,152,000

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Donations and legacies £25.07m
Charitable activities £494.00k
Other trading activities £164.00k
Investments £423.00k
Other £6.00k

Total expenditure:
£23,064,000

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Raising funds £3.86m
Charitable activities £19.21m
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £3.86m
Charitable expenditure £19.21m
Retained for future use £3.09m

People

140 Employee(s)

9 Trustee(s)

150 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 2
£120k to £130k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Overseas Aid/famine Relief
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • City Of London
  • Cornwall
  • Bangladesh
  • Burkina Faso
  • Cameroon
  • Chad
  • Ethiopia
  • Lebanon
  • Malawi
  • Mozambique
  • Occupied Palestinian Territories
  • Pakistan
  • Philippines
  • Somalia
  • Syria
  • Turkey
  • Ukraine
  • Yemen

Governance

Registration history:
  • 12 March 2003: Standard registration
  • 13 October 2020: Funds received from 1175307 NUNEATON COMMUNITY ENTERPRISE
  • 02 August 2021: Funds received from 1036746 ROTARY CLUB OF WOODSTOCK & KIDLINGTON
  • 23 August 2021: Funds received from 1071587 THE ROTARY CLUB OF COVENTRY BREAKFAST CHARITABLE T...
  • 14 July 2023: Funds received from 1038565 ROTARY CLUB OF AMBLESIDE TRUST FUND
  • 17 July 2023: Funds received from 278758 THE ROTARY CLUB OF MILL HILL TRUST
  • 28 March 2024: Funds received from 1023206 THE KIMBLE-ARMSTRONG TRUST
  • 30 July 2024: Funds received from 516725 ROTARY CLUB OF SOUTH HOLLAND TRUST FUND
  • 17 September 2024: Funds received from 1060413 ROTARY CLUB OF SOUTHAM TRUST FUND
  • 08 October 2024: Funds received from 501416 ROTARY CLUB OF HUDDERSFIELD TRUST FUND
Organisation type:
Charitable company
Other names:

No other names

Company number:
04612652 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Srikaran Srivivekanandarajah Trustee 11 December 2024
None on record
Virginia Elizabeth Fox Trustee 11 December 2024
None on record
MATTHEW CARTER Trustee 11 December 2024
None on record
George William Pennock Trustee 22 September 2022
None on record
Steven Thomas Horan Trustee 03 March 2022
None on record
Leo Skyner Trustee 25 May 2021
None on record
Hakeem Olayinka Babalola Trustee 25 May 2021
None on record
claire goudsmit Trustee 28 November 2017
None on record
james sinclair taylor Trustee 11 June 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £12.55m £13.98m £14.19m £22.28m £26.15m
Total expenditure £12.75m £11.46m £11.66m £17.56m £23.06m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £257.51k £1.28k N/A N/A
Income - Donations and legacies £11.90m £13.64m £13.98m £21.77m £25.07m
Income - Other trading activities £114.00k £162.00k £202.00k £205.00k £164.00k
Income - Charitable activities £386.00k £133.00k £0 £269.00k £494.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £25.00k £9.00k £2.00k £37.00k £423.00k
Income - Other £132.00k £29.00k £8.00k £1.00k £6.00k
Income - Legacies £1.12m £1.42m £1.31m £1.95m £1.70m
Expenditure - Charitable activities £8.93m £8.34m £8.09m £14.00m £19.21m
Expenditure - Raising funds £3.81m £3.12m £3.57m £3.56m £3.86m
Expenditure - Governance £17.00k £27.00k £32.00k £32.00k £32.00k
Expenditure - Grants institution £1.70m £644.00k £1.18m £4.14m £5.82m
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £381.00k £241.00k £166.00k £155.00k £13.13m
Long-term investments £0 £0 £0 £0 £0
Other assets £10.98m £14.25m £17.08m £20.64m £12.35m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £940.00k £1.55m £1.78m £604.00k £2.08m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 16 October 2024 On Time
Accounts and TAR 31 December 2023 16 October 2024 On Time Download Open in new window
Annual return 31 December 2022 07 July 2023 On Time
Accounts and TAR 31 December 2022 07 July 2023 On Time Download Open in new window
Annual return 31 December 2021 07 July 2022 On Time
Accounts and TAR 31 December 2021 07 July 2022 On Time Download Open in new window
Annual return 31 December 2020 13 October 2021 On Time
Accounts and TAR 31 December 2020 13 October 2021 On Time Download Open in new window
Annual return 31 December 2019 03 September 2020 On Time
Accounts and TAR 31 December 2019 03 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 09 DEC 2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 APR 2005 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17 DEC 2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05 MAR 2012 AS REGISTERED AT COMPANIES HOUSE ON 13 MAR 2012 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 17 JUN 2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18 JUN 2015 AS REGISTERED AT COMPANIES HOUSE ON 24 JUN 2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 SEP 2020 AS REGISTERED AT COMPANIES HOUSE ON 22 SEP 2020 as amended on 04 Mar 2024 as amended on 28 Mar 2025

Charitable objects

THE OBJECTS OF THE CHARITY ARE TO PROVIDE ON A WORLDWIDE BASIS HUMANITARIAN RELIEF, AID AND ASSISTANCE FOR THE BENEFIT OF PEOPLE IN CHARITABLE NEED AFFECTED BY, OR VULNERABLE TO, DISASTER OR OTHER EVENTS, PARTICULARLY BY PROVIDING SHELTER

Area of benefit

The area the charity can operate in, as set out in its governing document.

WORLDWIDE

Contact information

Address:
The Shelterbox Trust
Falcon House
Charles Street
TRURO
TR1 2PH
Phone:
01872302600
Email:
hello@shelterbox.org
Website:

shelterbox.org