THE SHAW TRUST LIMITED

Charity Number: 287785
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£302,005,000

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Donations and legacies £12.19m
Charitable activities £285.39m
Other trading activities £4.16m
Investments £84.00k
Other £182.00k

Total expenditure:
£316,412,000

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Raising funds £2.20m
Charitable activities £314.21m
Other £0

£59,000 investments gains (losses)

Total income includes £182,288,560 from 153 government contract(s)

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.

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Raising funds and other expenditure £2.20m
Charitable expenditure £314.21m

People

5268 Employee(s)

13 Trustee(s)

448 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 73
£70k to £80k 34
£80k to £90k 19
£90k to £100k 19
£100k to £110k 11
£110k to £120k 6
£120k to £130k 3
£130k to £140k 2
£140k to £150k 1
£150k to £200k 2
£200k to £250k 1
£250k to £300k 2

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:
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Australia
  • Poland
  • Romania
  • Scotland

Governance

Registration history:
  • 02 April 2009: Standard registration
Organisation type:
Charitable company
Other names:
  • SHAW TRUST (Working name)
Company number:
01744121 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • 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
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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ian Russell Hughes Trustee 24 March 2025
None on record
Cedric Ntumba Trustee 24 March 2025
None on record
Carl Simon Nicholson Trustee 06 March 2024
None on record
Christine Anne Swabey Trustee 06 March 2024
None on record
Olly Benzecry Trustee 22 February 2023
None on record
Deborah Dorman Trustee 03 February 2022
None on record
Stephen Shaw Trustee 03 February 2022
None on record
Audrey Coutinho Trustee 26 July 2021
None on record
James Stewart Trustee 26 July 2021
POWER FOR THE PEOPLE
Received: On time
Stephen Pegge Trustee 28 April 2021
None on record
Omalara Oyesanya Trustee 28 April 2021
None on record
PAUL MICHAEL BALDWIN Trustee 08 February 2016
BATTERSEA DOGS' AND CATS' HOME
Received: On time
Dr Michael Leslie Nussbaum Trustee 08 February 2016
THE CARDIFF INSTITUTE FOR THE BLIND, INCORPORATED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £206.37m £223.12m £263.40m £295.85m £302.01m
Total expenditure £224.80m £217.53m £234.90m £294.75m £316.41m
Income from government contracts £178.19m £100.37m £150.00m £174.38m £182.29m
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £3.69m £39.08m £25.44m £10.48m £12.19m
Income - Other trading activities £4.66m £2.93m £2.90m £3.16m £4.16m
Income - Charitable activities £178.19m £180.05m £232.68m £282.17m £285.39m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £285.00k £14.00k £1.00k £44.00k £84.00k
Income - Other £21.37m £1.06m £2.38m £9.00k £182.00k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £203.65m £211.85m £231.95m £292.43m £314.21m
Expenditure - Raising funds £5.29m £34.00k £77.00k £2.33m £2.20m
Expenditure - Governance £0 £1.88m £2.25m £2.25m £2.52m
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £13.00k £20.00k
Expenditure - Other £15.86m £5.65m £2.88m £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 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets £166.26m £182.03m £195.06m £205.91m £195.81m
Long-term investments £0 £0 £0 £0 £0
Other assets £54.85m £77.22m £108.15m £96.01m £73.35m
Defined benefit pension scheme asset or liability -£93.60m -£113.08m -£139.47m -£14.59m -£6.23m
Total liabilities £45.43m £63.27m £74.04m £77.93m £45.06m

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 August 2023 27 June 2024 On Time
Accounts and TAR 31 August 2023 27 June 2024 On Time Download Open in new window
Annual return 31 August 2022 26 June 2023 On Time
Accounts and TAR 31 August 2022 26 June 2023 On Time Download Open in new window
Annual return 31 August 2021 23 June 2022 On Time
Accounts and TAR 31 August 2021 23 June 2022 On Time Download Open in new window
Annual return 31 August 2020 26 April 2021 On Time
Accounts and TAR 31 August 2020 26 April 2021 On Time Download Open in new window
Annual return 31 August 2019 25 June 2020 On Time
Accounts and TAR 31 August 2019

(These accounts
have been qualified)

25 June 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 03/08/1983 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/09/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/05/2007 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 07/01/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26/05/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/05/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/09/2013 AS REGISTERED AT COMPANIES HOUSE ON 06/11/2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08 AUG 2018

Charitable objects

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; AND 3. 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.

Area of benefit

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

NOT DEFINED.

Linked charities

Linked charities
Linked charity 287785-1 PALMER GARDENS
Governing document
CONVEYANCE DATED 15 MAY 1972 AS VARIED BY SCHEMES OF 3RD JANUARY 1984 AND 21 AUGUST 2008
Charitable objects
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 OR ILL HEALTH; 2. THE PROMOTION OF THE HEALTH, EQUALITY AND INDEPENDENCE OF DISABLED PEOPLE; 3. THE PREVENTION AND RELIEF OF POVERTY; AND 4. THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC;
Area of benefit
COUNTY OF WILTSHIRE, WITH A PREFERENCE FOR PERSONS RESIDENT IN TROWBRIDGE.
Registration history
  • 02 April 2009 : Standard registration

Contact information

Address:
SHAW TRUST
Black Country House
Rounds Green Road
Oldbury
West Midlands
B69 2DG
Phone:
0300 30 33 111
Email:
Companysecretary@shaw-trust.org.uk
Website:

www.shaw-trust.org.uk Open in new window