THE SHM FOUNDATION

Charity number: 1126568
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The SHM Foundation works globally to bring about positive social change through projects in the areas of learning and citizenship, health, education and the arts with the aim to provide communities and individuals with the practical tools they need to develop innovative solutions. It uses knowledge from the humanities and social sciences to understand human motivation to address social challenges.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£991,305

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Donations and legacies £989.93k
Charitable activities £0
Other trading activities £0
Investments £1.38k
Other £0

Total expenditure:
£846,576

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Raising funds £0
Charitable activities £846.58k
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 £0
Charitable expenditure £846.58k
Retained for future use £144.73k

People

3 Employee(s)

3 Trustee(s)

7 Volunteer(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
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • City Of London
  • Coventry City
  • East Sussex
  • Hampshire
  • Kent
  • West Sussex
  • Ecuador
  • Guatemala
  • Indonesia
  • Kenya
  • Mexico
  • Pakistan
  • Sierra Leone
  • South Africa
  • Spain
  • Zambia
  • Zimbabwe

Governance

Registration history:
  • 05 November 2008: Standard registration
Organisation type:
Trust
Other names:

No other names

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
  • 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 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PROFESSOR HENRIETTA MOORE FBA Chair
None on record
Sarah Fidler Trustee 02 July 2020
None on record
Maurice Biriotti Trustee 10 May 2012
BLOOMSBURY FESTIVAL
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 £386.39k £871.11k £741.30k £738.74k £991.31k
Total expenditure £372.08k £513.69k £578.24k £738.53k £846.58k
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 N/A £871.11k £741.30k £738.74k £989.93k
Income - Other trading activities N/A £0 £0 £0 £0
Income - Charitable activities N/A £0 £0 £0 £0
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £0 £0 £0 £1.38k
Income - Other N/A £0 £0 £0 £0
Income - Legacies N/A £0 £0 £0 £0
Expenditure - Charitable activities N/A £513.69k £578.24k £738.53k £846.58k
Expenditure - Raising funds N/A £0 £0 £0 £0
Expenditure - Governance N/A £10.33k £6.67k £6.03k £30.23k
Expenditure - Grants institution N/A £0 £41.18k £122.28k £149.33k
Expenditure - Investment management N/A £0 £0 £0 £0
Expenditure - Other N/A £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 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets N/A £166 £0 £0 £0
Long-term investments N/A £0 £0 £0 £0
Other assets N/A £686.03k £847.52k £858.47k £1.02m
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £13.37k £11.63k £22.38k £36.20k

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 26 June 2024 On Time
Accounts and TAR 31 August 2023 26 June 2024 On Time Download Open in new window
Annual return 31 August 2022 22 June 2023 On Time
Accounts and TAR 31 August 2022 22 June 2023 On Time Download Open in new window
Annual return 31 August 2021 29 June 2022 On Time
Accounts and TAR 31 August 2021 29 June 2022 On Time Download Open in new window
Annual return 31 August 2020 15 June 2021 On Time
Accounts and TAR 31 August 2020 15 June 2021 On Time Download Open in new window
Annual return 31 August 2019 05 May 2020 On Time
Accounts and TAR 31 August 2019 05 May 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.

TRUST DEED DATED 15 OCTOBER 2008

Charitable objects

TO UNDERTAKE FOR PUBLIC BENEFIT ANY PURPOSE THAT IS CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DECIDE.

Area of benefit

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

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS

Contact information

Address:
1ST FLOOR
20-22 BEDFORD ROW
LONDON
WC1R 4EB
Phone:
02072425504
Email:
info@shmfoundation.org
Website:

www.shmfoundation.org Open in new window