THE SHANLY FOUNDATION

Registered charity 1182155 · accounts filings on the Charity Commission register

The Shanly Foundation makes awards to organisations in South East England that work for community benefit, including: Children & young people, the elderly, people with disabilities and other charities or voluntary bodies.The Shanly Foundation was established in 1997 under previous charity number 1065044. In 2018, it updated its legal structure and registered with a new charity number 1182155.

Objects

4. THE CHARITY'S OBJECTS ("OBJECTS") ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:4.1 TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CHARITYÆS CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO ADVANCE SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) IN ANY PART OF THE WORLD AS THE DIRECTORS MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. 4.2 NOTHING IN THE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CHARITY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Buckinghamshire, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased from £2,654,586 to £1,701,513 during the year, as net expenditure on charitable activities and fundraising exceeded incoming resources. The trustees maintain a reserves policy to hold sufficient unrestricted funds to meet management costs and respond to grant applications, though no specific monetary target or duration is stated. The auditor confirmed the financial statements are prepared on a going concern basis with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Henton & Co LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 11464054 · Financial health read from its filings

Leadership, per the charity’s website

• Michael Shanly — Chairman (source)
• Tamra Booth — Deputy Chair (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Shanly Group of companies — “Shanly Foundation is a grant-giving charity funded by the Shanly Group of companies.” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• TROTT, Nicholas Mark — director, appointed 13/03/2025on trustee list
• YOUNG, Nicholas John — director, appointed 25/09/2019on trustee list
• BOOTH, Tamra Michelle — director, appointed 13/07/2018on trustee list
• POTTER, Timothy James — director, appointed 13/07/2018on trustee list
• SHANLY, Michael James — director, appointed 13/07/2018on trustee list

Official officers record.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~7.0 months of spending — above the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (95% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Register events

• Received assets from another charity (18/02/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• MICHAEL JAMES SHANLYchair
• Nicholas John Young · trustee of 2 other charities
• Nicholas Mark Trott
• TAMRA MICHELLE BOOTH
• TIMOTHY JAMES POTTER

Trustee list from the Charity Commission register (current, not historical).

Operates in: Buckinghamshire · Central Bedfordshire · Hertfordshire · Kent · Oxfordshire · Reading · Surrey · West Berkshire · West Sussex · Windsor And Maidenhead

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Bernard Sunley Foundation.

• Bernard Sunley Foundation income £3.0m
• THE SHAW LANE FOUNDATION income £123k
• THE SHANLEY CHARITABLE TRUST income £224k
• CHAILEY HERITAGE FOUNDATION income £11.8m
• THE ROTHLEY TRUST income £1.0m
• SHAN-Charitable Trust income £34k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.