SHIFT FOUNDATION

Charity number: 1134546
Charity reporting is overdue by 103 days

Charity overview

Activities - how the charity spends its money

The Foundation's activities are to deliver community and educational projects that are guided by three main principles of empowerment, inclusion and collaboration. Activities will; - inspire and support people to use our approach and tools to take the lead in their neighbourhoods. - engage a wide audience, particularly through use of online tools. - deliver projects in partnership with others.

Income and expenditure

Data for financial year ending 31 March 2023

Total income:
£1,301,577

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Donations and legacies £1.30m
Charitable activities £6.03k
Other trading activities £18
Investments £0
Other £0

Total expenditure:
£1,200,282

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Raising funds £71
Charitable activities £1.20m
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 £71
Charitable expenditure £1.20m
Retained for future use £101.30k

People

15 Employee(s)

8 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£80k to £90k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • Throughout London

Governance

Registration history:
  • 26 February 2010: Standard registration
Organisation type:
Charitable company
Other names:
  • WE ARE WHAT WE DO FOUNDATION (Previous name)
Company number:
06518174 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ben Wrobel Trustee 20 September 2023
None on record
Emily Evans Trustee 20 September 2023
None on record
Catherine-Josephine Tayeh Trustee 20 September 2023
None on record
Catriona Maclay Trustee 20 June 2023
None on record
Nadia Patricia Laabs Trustee 20 June 2023
None on record
Suraj Vadgama Trustee 20 June 2023
None on record
Polly Janet Mackenzie Trustee 12 February 2019
None on record
Elizabeth Anne Owen Trustee 07 March 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £1.65m £1.41m £1.91m £1.62m £1.30m
Total expenditure £1.82m £1.33m £1.81m £1.60m £1.20m
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
Income - Donations and legacies £1.62m £1.38m £1.88m £1.58m £1.30m
Income - Other trading activities £0 £2.12k £22.64k £28.06k £18
Income - Charitable activities £26.99k £24.77k £9.15k £6.13k £6.03k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £1.99k £435 £0
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.82m £1.33m £1.81m £1.60m £1.20m
Expenditure - Raising funds £0 £0 £0 £71 £71
Expenditure - Governance £0 £0 £0 £0 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
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 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Own use assets £17.96k £15.63k £5.00k £5.00k £5.00k
Long-term investments £5.00k £0 £4.20k £2.12k £3.59k
Other assets £467.91k £590.23k £765.92k £616.85k £749.58k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £233.61k £279.81k £349.58k £180.22k £213.13k

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 May 2024 Overdue Charity reporting is overdue by 103 days
Accounts and TAR 31 May 2024 Overdue Charity reporting is overdue by 103 days
Annual return 31 March 2023 19 December 2023 On Time
Accounts and TAR 31 March 2023 19 December 2023 On Time
Annual return 31 March 2022 05 January 2023 On Time
Accounts and TAR 31 March 2022 05 January 2023 On Time
Annual return 31 March 2021 12 January 2022 On Time
Accounts and TAR 31 March 2021 12 January 2022 On Time
Annual return 31 March 2020 04 February 2021 4 days late
Accounts and TAR 31 March 2020 04 February 2021 4 days late
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 28/02/08 AS AMENDED BY SPECIAL RESOLUTION 08/01/10 AND REGISTERED AT COMPANIES HOUSE 20/01/10 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 12/11/14

Charitable objects

A TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECTS OF ENVIRONMENTAL AND SOCIAL BEHAVIOURS AND IMPACTS, ACTIVE CITIZENSHIP AND COMMUNITY COHESION B TO RESEARCH FOR THE PUBLIC BENEFIT ALL ASPECTS OF THE EDUCATIONAL OUTCOMES OF THE AFOREMENTIONED SUBJECTS AND TO PUBLISH AND PROMOTE THE RESULTS C TO ADVANCE THE EDUCATION OF YOUNG PEOPLE (INCLUDING WITHOUT LIMITATION SOCIAL, ENVIRONMENTAL AND COMMUNITY TRAINING) IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT BY I PROVIDING PROGRAMMES AND WORKSHOPS ON SUCH MATTERS AS LEADERSHIP, CITIZENSHIP AND CAMPAIGNING II LAUNCHING CAMPAIGNS TO RAISE AWARENESS AND INCREASE THE ENGAGEMENT OF YOUNG PEOPLE III PRODUCING MATERIALS AND RESOURCES THAT CAN BE USED BY EDUCATION PRACTITIONERS TO RAISE AWARENESS OF ENVIRONMENTAL AND SOCIAL ISSUES D SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES AT THEIR ABSOLUTE DISCRETION MIGHT FROM TIME TO TIME DETERMINE

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL.

Contact information

Address:
70 Landcroft Road
LONDON
SE22 9LD
Phone:
0207 253 9781
Email:
foundation@shiftdesign.org.uk
Website:

www.shiftdesign.org.uk Open in new window