Sale Sharks Foundation

Charity Number: 1142956
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote community participation in healthy recreation by providing or assisting to provide facilities for the playing of sports, recreation or other leisure time occupation capable of improving health or for people who require such facilities by reason of their youth, age, infirmity or disablement, poverty, social and economic circumstances or for the public at large

Income and expenditure

Data for financial year ending 30 June 2024

Total income:
£951,143

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Donations and legacies £454.86k
Charitable activities £491.00k
Other trading activities £0
Investments £5.29k
Other £0

Total expenditure:
£907,968

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Raising funds £9.23k
Charitable activities £898.74k
Other £0

£0 investments gains (losses)

Total income includes £47,108 from 13 government contract(s) and £40,000 from 1 government grant(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 £9.23k
Charitable expenditure £898.74k
Retained for future use £43.18k

People

22 Employee(s)

11 Trustee(s)

12 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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
  • Disability
  • Amateur Sport
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old 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 Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 19 July 2011: Standard registration
Organisation type:
Charitable company
Other names:
  • SHARKS COMMUNITY FOUNDATION (Previous name)
  • SHARKS COMMUNITY TRUST (Previous name)
Company number:
07461043 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
  • 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
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrew Stuart Watson Chair 14 September 2022
None on record
Kelly Gordon Trustee 13 June 2024
None on record
Lorraine Godkin Trustee 13 June 2024
None on record
Mercedes Mary Antrobus Trustee 13 June 2024
None on record
Jonathan David Brookstein Trustee 13 June 2024
None on record
Patricia Edna Abbott Trustee 14 December 2023
None on record
Stephen David Newton Trustee 06 January 2023
None on record
Natasha Hanson Trustee 03 February 2021
None on record
Michelle Orange Trustee 04 September 2018
None on record
PETER WESLEY RHODES Trustee 14 December 2012
None on record
ROBERT THOMAS JOHNSON BRIERS Trustee 14 December 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £798.93k £702.24k £819.54k £886.26k £951.14k
Total expenditure £828.02k £709.43k £806.78k £989.18k £907.97k
Income from government contracts N/A N/A £62.99k N/A £47.11k
Income from government grants £7.13k £90.00k £14.75k N/A £40.00k
Income - Donations and legacies £242.78k £231.18k £198.49k £130.02k £454.86k
Income - Other trading activities £75.18k £75.18k £145.16k £0 £0
Income - Charitable activities £477.74k £394.18k £474.60k £751.91k £491.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.23k £0 £0 £4.32k £5.29k
Income - Other £0 £1.70k £1.29k £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £788.07k £673.56k £742.16k £930.67k £898.74k
Expenditure - Raising funds £39.96k £35.87k £64.62k £58.51k £9.23k
Expenditure - Governance £0 £4.25k £4.65k £4.14k £20.11k
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 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Own use assets £25.34k £16.84k £24.70k £22.13k £3.22k
Long-term investments £0 £0 £0 £0 £0
Other assets £570.02k £660.68k £766.09k £622.27k £671.85k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £34.42k £123.77k £224.26k £180.80k £168.29k

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 30 June 2024 04 April 2025 On Time
Accounts and TAR 30 June 2024 04 April 2025 On Time Download Open in new window
Annual return 30 June 2023 27 March 2024 On Time
Accounts and TAR 30 June 2023 27 March 2024 On Time Download Open in new window
Annual return 30 June 2022 17 March 2023 On Time
Accounts and TAR 30 June 2022 17 March 2023 On Time Download Open in new window
Annual return 30 June 2021 04 March 2022 On Time
Accounts and TAR 30 June 2021 04 March 2022 On Time Download Open in new window
Annual return 30 June 2020 10 February 2021 On Time
Accounts and TAR 30 June 2020 10 February 2021 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 06/12/2010 as amended on 15 Jun 2022

Charitable objects

4.THE CHARITY OBJECTS (THE OBJECTS) ARE FOR THE BENEFIT OF THE PUBLIC GENERALLY, BOTH IN THE UNITED KINGDOM AND OVERSEAS AND, IN PARTICULAR, THE INHABITANTS OF LANCASHIRE, CHESHIRE, GREATER MANCHESTER, AND THEIR SURROUNDING AREAS:- 4.1 TO PROMOTE COMMUNITY PARTICIPATION IN HEALTHY RECREATION BY PROVIDING FACILITIES FOR THE PLAYING OF RUGBY UNION AND OTHER SPORTS CAPABLE OF IMPROVING HEALTH (FACILITIES IN THIS ARTICLE MEANS LAND, BUILDINGS, EQUIPMENT AND ORGANISING SPORTING ACTIVITIES); 4.2 TO PROVIDE AND ASSIST IN PROVIDING FACILITIES FOR SPORT, RECREATION OR OTHER LEISURE TIME OCCUPATION OF SUCH PERSONS WHO HAVE NEED FOR SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; 4.3 TO ADVANCE THE EDUCATION OF CHILDREN AND OTHER PERSONS THROUGH SUCH MEANS AS THE TRUSTEES THINK FIT IN ACCORDANCE WITH THE LAW OF CHARITY; AND 4.4 FOR THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES IN EACH CASE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Contact information

Address:
Sale Sharks
31 Carrington Lane
Carrington
MANCHESTER
M31 4AB
Phone:
0161 672 9928
Email:
Foundation@salesharks.com
Website:

www.salesharks.com Open in new window