OPEN SOCIETY FOUNDATION

Charity number: 1105069
Removed charity

Charity overview

Activities - how the charity spends its money

Advancement of education Advancement of good citizenship and civil society Advancement of human rights Promotion of conflict resolution and reconciliation Promotion of equality and diversity Relief of those in need by reason of youth, age, disability or other disadvantage Prevention and relief of poverty Advancement of health

Income and expenditure

Data for financial year ending 31 December 2016

Total income:
£15,097,093

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Donations and legacies £15.10m
Charitable activities £0
Other trading activities £0
Investments £301
Other £0

Total expenditure:
£16,806,888

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Raising funds £0
Charitable activities £16.81m
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.

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Raising funds and other expenditure £0
Charitable expenditure £16.81m

Fundraising

This charity does not raise funds from the public

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
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Afghanistan
  • Albania
  • Armenia
  • Azerbaijan
  • Bangladesh
  • Belarus
  • Belgium
  • Bosnia And Herzegovina
  • Bulgaria
  • Burma
  • Cambodia
  • China
  • Colombia
  • Congo (Democratic Republic)
  • Croatia
  • Czech Republic
  • Egypt
  • El Salvador
  • Eritrea
  • Ethiopia
  • Finland
  • Georgia
  • Germany
  • Greece
  • Hungary
  • Indonesia
  • Israel
  • Italy
  • Kazakhstan
  • Kenya
  • Kosovo
  • Kyrgyzstan
  • Laos
  • Latvia
  • Liberia
  • Macedonia
  • Mali
  • Moldova
  • Mongolia
  • Montenegro
  • Mozambique
  • Nepal
  • Niger
  • Norway
  • Occupied Palestinian Territories
  • Pakistan
  • Philippines
  • Romania
  • Serbia
  • South Africa
  • South Sudan
  • Spain
  • Sri Lanka
  • Sudan
  • Syria
  • Tajikistan
  • Tunisia
  • Turkey
  • Turkmenistan
  • Ukraine
  • United States
  • Uzbekistan
  • Zambia
  • Zimbabwe

Governance

Registration history:
  • 23 July 2004: Standard registration
  • 04 July 2018: Removed (Ceased to exist)
Organisation type:
Charitable company
Other names:
  • IUF LTD (Previous name)
Gift aid:
No information available
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
Land and property:
No information available

Financial history

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Financial period end date

Income / Expenditure 31/12/2012 31/12/2013 31/12/2014 31/12/2015 31/12/2016
Total gross income £15.29m £14.35m £13.23m £17.07m £15.10m
Total expenditure £13.50m £14.63m £13.14m £17.50m £16.81m
Income from government contracts N/A N/A N/A £0 £0
Income from government grants N/A N/A N/A £0 £0
Income - Donations and legacies £15.29m £14.35m £13.23m £0 £15.10m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £17.07m £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £262 £2.27k £733 £301
Income - Other £232 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £13.45m £14.60m £13.12m £17.50m £16.81m
Expenditure - Raising funds N/A N/A N/A N/A £0
Expenditure - Governance £47.63k £34.85k £26.87k £0 £57.93k
Expenditure - Grants institution £0 £0 £1.07m £0 £95.21k
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 31/12/2012 31/12/2013 31/12/2014 31/12/2015 31/12/2016
Own use assets £2.37m £2.26m £1.94m £1.75m £0
Long-term investments £0 £0 £0 £0 £0
Other assets £3.06m £2.81m £2.69m £2.93m £19.97k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £3.05m £2.98m £2.45m £2.97m £19.97k

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 2017 Not submitted
Accounts and TAR 31 December 2017 Not submitted
Annual return 31 December 2016 20 October 2017 On Time
Accounts and TAR 31 December 2016 20 October 2017 On Time
Annual return 31 December 2015 21 October 2016 On Time
Accounts and TAR 31 December 2015 21 October 2016 On Time
Annual return 31 December 2014 09 September 2015 On Time
Accounts and TAR 31 December 2014 15 September 2015 On Time

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 24/10/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/09/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/10/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/06/2004 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 01/07/2010 AS REGISTERED AT COMPANIES HOUSE ON 23/07/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/09/2011

Charitable objects

4.1 THE ADVANCEMENT OF EDUCATION INCLUDING BUT NOT LIMITED TO: 4.1.1 THE ADVANCEMENT OF EDUCATION BY THE AWARD OF SCHOLARSHIPS AND FUNDING TO STUDENTS, SCHOLARS, EDUCATIONAL AND OTHER INSTITUTIONS OF DIFFERENT COUNTRIES TO ENABLE SUCH PERSONS AND INSTITUTIONS TO ATTEND AND DELIVER COURSES OF EDUCATION AND RESEARCH SEMINARS AND TO PROMOTE ACADEMIC EXCHANGE PROGRAMMES; 4.1.2 THE ADVANCEMENT OF EDUCATION ABOUT HUMAN RIGHTS BY TEACHING OR BY CONDUCTING OR COMMISSIONING RESEARCH ON HUMAN RIGHTS AND PUBLISHING THE USEFUL RESULTS; 4.1.3 THE ADVANCEMENT OF EDUCATION IN JOURNALISM AND REPORTING IN OTHER MEDIA; 4.1.4 THE IMPROVEMENT OF THE QUALITY AND EQUITY OF, AND ACCESS TO, EDUCATIONAL PROVISION. 4.2 THE ADVANCEMENT OF GOOD CITIZENSHIP AND CIVIL SOCIETY INCLUDING BUT NOT LIMITED TO: 4.2.1 SUPPORTING ACTION TO PROMOTE GOOD GOVERNANCE AND DEMOCRACY BY ENCOURAGING, AMONG OTHER THINGS, PARTICIPATION IN LEGALLY RECOGNIZED DEMOCRATIC PROCESSES; 4.2.2 SUPPORTING CIVIL SOCIETY ORGANISATIONS, IN PARTICULAR THOSE CONCERNED WITH THE PROMOTION OF HUMAN RIGHTS. FOR THE AVOIDANCE OF DOUBT, FOR THE PURPOSES OF THESE OBJECTS THE TERM “CIVIL SOCIETY” SHALL NOT INCLUDE POLITICAL PARTIES, AND OTHER BODIES WHOSE PURPOSE IS PRIMARILY POLITICAL AS THIS TERM IS UNDERSTOOD IN ENGLISH CHARITY LAW. 4.3 THE ADVANCEMENT OF HUMAN RIGHTS, AS SET OUT IN THE UNITED NATIONS DECLARATION ON HUMAN RIGHTS AND SUBSEQUENT UN CONVENTIONS AND DECLARATIONS, INCLUDING BUT NOT LIMITED TO: 4.3.1 MONITORING ABUSES OF HUMAN RIGHTS; 4.3.2 RESEARCH INTO HUMAN RIGHTS ISSUES; 4.3.3 PROMOTING PUBLIC SUPPORT FOR AND RAISING AWARENESS OF HUMAN RIGHTS AND INTERNATIONAL ADVOCACY; 4.3.4 PROVIDING TECHNICAL ADVICE TO GOVERNMENTS AND OTHERS ON HUMAN RIGHTS MATTERS. 4.4 THE PROMOTION OF CONFLICT RESOLUTION AND RECONCILIATION. 4.5 THE PROMOTION OF EQUALITY AND DIVERSITY BY THE ELIMINATION OF ANY FORM OF DISCRIMINATION INCLUDING DISCRIMINATION AGAINST ROMA, ON GROUNDS INCLUDING, BUT NOT LIMITED TO, RACE, GENDER, DISABILITY, SEXUAL ORIENTATION, AGE AND RELIGION. 4.6 THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, DISABILITY, OR OTHER DISADVANTAGE. 4.7 THE PREVENTION AND RELIEF OF POVERTY. 4.8 THE ADVANCEMENT OF HEALTH. 4.9 THE PROMOTION OF THE SOUND ADMINISTRATION AND DEVELOPMENT OF THE LAW, IN ACCORDANCE WITH THE OTHER OBJECTS OF THE CHARITY. 4.10 SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Area of benefit

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

NOT DEFINED. IN PRACTICE EUROPE, ASIA, AFRICA AND LATIN AMERICA.