THE SHACKLETON FOUNDATION

Charity number: 1118686
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Founded in 2007, The Shackleton Foundation's mission is to support individuals of all ages, nationalities and backgrounds who exemplify the spirit of Sir Ernest Shackleton: inspirational leaders wishing to "make a difference", in particular to the less advantaged.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £27,350
Total expenditure: £62,540

People

5 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 04 April 2007: Standard registration
  • 07 December 2023: Funds received from 327721 THE VICTORIA AND KEITH SHIPTON CHARITABLE TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
06107694 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CHARLOTTE MARY-ROSE HATFIELD Chair 25 June 2018
None on record
Paul Gunstensen Trustee 02 October 2024
None on record
Stephanie Wheen Trustee 24 June 2024
None on record
Victoria Lomax Trustee 27 May 2015
None on record
KAREN KWONG Trustee 21 February 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £204.89k £34.81k £14.26k £13.19k £27.35k
Total expenditure £68.80k £40.59k £92.79k £61.53k £62.54k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 March 2024 25 September 2024 On Time
Accounts and TAR 31 March 2024 25 September 2024 On Time Download Open in new window
Annual return 31 March 2023 06 November 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 18 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 12 October 2021 On Time
Accounts and TAR 31 March 2021 12 October 2021 On Time Download Open in new window
Annual return 31 March 2020 10 December 2020 On Time
Accounts and TAR 31 March 2020 10 December 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 OF ASSOCIATION INCORPORATED 15 FEBRUARY 2007 AS AMENDED BY SPECIAL RESOLUTION DATED 15 MAY 2008.

Charitable objects

(1) TO ADVANCE THE MENTAL, PHYSICAL AND SPIRITUAL WELFARE OF PEOPLE OF ANY AGE, BACKGROUND AND NATIONALITY BY PROVIDING FUNDING TO ANY PERSON FOR ANY PROJECT OR ACTIVITY WHICH EMBODIES THE SPIRIT AND LEADERSHIP QUALITIES OF SIR ERNEST SHACKLETON, IN PARTICULAR WHERE THEIR LEADERSHIP BRINGS BENEFIT TO THE LESS ADVANTAGED. (2) COMMEMORATE THE LIFE AND ACHIEVEMENTS OF SIR ERNEST SHACKLETON BY SUCH MEANS AS THE DIRECTORS SHALL DETERMINE (3) ADVANCE THE EDUCATION OF THE PUBLIC IN ANY RECOGNISED ACADEMIC DISCIPLINE THAT TOUCHES UPON THE LIFE AND ACHIEVEMENTS OF SIR ERNEST SHACKLETON, INCLUDING BUT NOT LIMITED TO LEADERSHIP, HISTORY, GEOGRAPHY, GEOLOGY, PHOTOGRAPHY AND CLIMATOLOGY (4) ADVANCE SUCH OTHER CHARITABLE PURPOSES AS THE DIRECTORS SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE

Area of benefit

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

NOT DEFINED IN PRACTICE NATIONAL AND OVERSEAS

Contact information

Address:
c/o James Cowper Kreston
2 Communications Road
Greenham Business Park
Greenham
Newbury
RG19 6AB
Phone:
01635 35255
Email:
info@shackletonfoundation.org
Website:

www.shackletonfoundation.org Open in new window