Overall GiG Score: 10 ?
Finance Score: -1
Governance Score: 3
Support Score: 8
  • Low unrestricted reserves: -2
  • Deficit latest year: -2
  • Fundraising costs low: +3
  • Dynamic board: +3
  • Grant maker support: +8

SHARED LIVES PLUS LIMITED 

Supports people and local organisations UK-wide to deliver and develop Shared Lives and Homeshare as community and family-based support for older and disabled people
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
  • Income was lower than spending in the latest year
Established: 21 years

www.sharedlivesplus.org.uk

info@sharedlivesplus.org.uk

0151 227 3499

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£2,057£2,365£-308£44£505£4452.3340
31/03/22£1,998£1,932£66£0£812£6444291
31/03/21£1,813£1,679£133£0£759£5684.1220
31/03/20£1,776£1,665£111£21£626£4042.9200
31/03/19£2,230£2,239£-9£0£514£3551.9250
31/03/18£2,373£2,387£-14£0£523£2481.2270
31/03/17£1,622£1,668£-47£0£492£2541.8260
31/03/16£1,464£1,375£90£0£517£2522.2220
31/03/15£1,598£1,697£-98£16£555£3602.5270
31/03/14£1,950£1,591£359£32£654£3312.5260
31/03/13£939£809£130£25£340£1993110
31/03/12£601£609£-7£23£210£1272.590
31/03/11£466£506£-39£0£0£0n/a00
31/03/10£806£738£68£4£256£1362.2120
31/03/09£734£721£12£12£189£1222140
31/03/08£579£545£33£17£176£-20-0.4150
31/03/07£438£439£-1£0£0£0n/a00
31/03/06*£499£485£14£0£0£0n/a00
31/03/05*£315£315£0£0£0£0n/a00
31/03/04*£270£191£79£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 1.8%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 42%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8
Asset Split ?
What it does
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 34 employees
Who it helps
  • Elderly/Old People
  • People With Disabilities
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£430,512
Ministry for Housing, Communities and Local Government£146,088
Mercer's Charitable Foundation£139,485
Department for Education£104,712
Pears Foundation£80,000
Garfield Weston Foundation£45,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Shared Lives Plus Domestic Abuse Project
£10,000 06/09/2022
This group will use the funding to provide domestic abuse training for the organisations scheme staff and carers.
Garfield Weston Foundation - Main Grants award
£25,000 22/04/2022
Shared Lives Pus, Carer Support
National Lottery Community Fund - Shared Lives Plus Ambassador Programme
£9,872 18/02/2022
The funding will be used to recruit and train three ambassadors from a pool of people who have benefited from the organisations work in order to promote and share lived experiences with new ....more
Pears Foundation - Grant to Shared Lives Plus
£80,000 22/03/2021
Core Funding
DCMS - Coronavirus Community Support Fund
£310,976 18/09/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Ministry for Housing, Communities and Local Government - Domestic Abuse Safe Accommodation: COVID-19 Emergency Support Fund
£73,044 05/06/2020
Organisations providing services and support for vulnerable people, for which there will be increased demand as a result of the COVID-19 crisis
Nesta - AC01141
£3,500 02/06/2020
0
COVID19 Emergency Fund programme grant to Shared Lives Plus Limited Grant Ref AC01141
Department for Business, Energy and Industrial Strategy - The Tribe Project
£13,745 01/06/2020
Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=134025
Ministry for Housing, Communities and Local Government - DOMESTIC ABUSE
£73,044 01/04/2020
A further 25 charities will receive a share of 1 million boost as part of the governments 10 million emergency fund.
Mercer's Charitable Foundation - Grant to Shared Lives Plus
£139,485 04/12/2019
36
We plan to grow and diversify the Homeshare sector over 3 years to bring Homeshare to a more diverse range of people across the UK.
Garfield Weston Foundation - Main Grants award
£20,000 15/10/2019
Homeshare UK
Department for Education - CSC Innovation Programme
£104,712 01/04/2019
Creating a culture of innovation is at the heart of the departments vision for childrens social care, and crucial to the delivery of our reforms in three areas: People and Leadership, Practice and ....more
DCMS - Shared Lives Plus
£119,536 01/04/2019
The purpose of the Tampon Tax Fund is to allocate the funds generated from the VAT on sanitary products to projects that improve the lives of disadvantaged women and girls.
Pears Foundation - Grant to Shared Lives Plus
£80,000 18/12/2018
24
Core funding
National Lottery Community Fund - Sharing homes and lives across the UK
£1,898,546 17/12/2018
59
Funding will enable Shared Lives to work with more local areas and national partners. It will also ensure future sustainability in a challenging economic climate. The charity is based in Liverpool ....more
John Ellerman Foundation - cost of supporting six Shared Lives carer Champions & contribution to a Support and Development Officer post
£152,752 26/07/2018
36
Towards the costs of establishing and developing a UK Carer Peer Champions network to support members who share their home with vulnerable people
DCMS - Shared Lives Plus
£93,975 01/04/2018
The purpose of the Tampon Tax Fund is to allocate the funds generated from the VAT on sanitary products to projects that improve the lives of disadvantaged women and girls.
National Lottery Community Fund - HomeshareUK Support and Development programme
£49,986 28/02/2018
24
HomeshareUK Support and Development programme
John Ellerman Foundation - Shared Lives Incubator Fund, led by Social Finance
£53,050 25/01/2018
12
Towards the costs of the evaluation and dissemination of the Shared Lives Incubator Fund, led by Social Finance, to provide practical support and tools to expand the number of Shared Lives schemes
Lloyds Bank Foundation - Grant to Shared Lives Plus
£100,346 24/01/2018
24
To support the continuation of the post of Policy and Development Officer, offering day to day and straight support to develop Homeshare schemes nationally
The Rayne Foundation - Grant to Shared Lives Plus
£68,000 07/12/2017
24
Towards developing Shared Lives support for parents who have a learning disability and/or complex support needs, to care for themselves and their children by sharing a Shared Lives carer’s home
DCMS - Shared Lives Plus
£24,904 16/10/2017
The purpose of the Tampon Tax Fund is to allocate the funds generated from the VAT on sanitary products to projects that improve the lives of disadvantaged women and girls.
Pears Foundation - Grant to Shared Lives Plus
£80,000 09/01/2017
24
Core funding
Nesta - AC00572
£509,017 20/07/2016
38
Accelerating Ideas programme grant to Shared Lives Plus Limited Grant Ref AC00572
Dunhill Medical Trust - Shared Lives Development Costs
£69,817 08/12/2015
36
Pilot of Shared Lives to improve the care and rehabilitation of older people leaving hospital
Nesta - AC00504
£15,000 19/10/2015
3
Accelerating Ideas programme grant to Shared Lives Plus Limited Grant Ref AC00504
Pears Foundation - Grant to Shared Lives Plus
£80,000 01/04/2015
24
Core funding
Lloyds Bank Foundation - Grant to Shared Lives Plus
£146,636 22/12/2014
HomeShare partner programme
Nesta - AC00359
£351,866 15/01/2014
Centre for Social Action Innovation Fund programme grant to Shared Lives Plus Limited Grant Ref AC00359
National Lottery Community Fund - Sharing More Lives
£1,462,437 23/12/2013
60
Sharing More Lives
Nesta - AC00356
£140,100 16/07/2013
Centre for Social Action Innovation Fund programme grant to Shared Lives Plus Limited Grant Ref AC00356
Nesta - AC00255
£75,000 23/05/2012
Innovation in Giving programme grant to Shared Lives Plus Limited Grant Ref AC00255
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed

Age Range of Trustees: 50-71
  • EMMA KISS Appointed: 2023, Occupation: Scheme Manager
Legal constitution
  • Charitable company registered in England & Wales on 23/01/2003, number: 1095562
  • Registered at Companies House on 14/08/2002, number: 04511426
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • 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
Filing Record
20 returns made; AR06: 59 days late, AR05: 22 days late, AR04: 23 days late,
Main office

Eleanor Rathbone House
Connect Business Village
24 Derby Road
Liverpool
L5 9PR

Objectives

TO ASSIST AND RELIEVE DISABLED PEOPLE, OR VULNERABLE OR DISADVANTAGED PEOPLE, WHO ARE IN NEED BECAUSE OF THEIR YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING), IN RELATION TO THEIR ACCOMMODATION, CARE AND SUPPORT.

Defined Area of Benefit:

NATIONAL.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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