EIRIS FOUNDATION

Charity Number: 1020068
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Our vision is a financial & corporate system that encourages sustainable & responsible wealth creation & management. Our mission is to use research, analysis and influence to help charities who want to invest responsibly or to influence other responsible investors in support of their missions, and to help other organisations & individuals contribute to the responsible business & investment agenda.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£701,239

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Donations and legacies £384.74k
Charitable activities £233.62k
Other trading activities £0
Investments £14.29k
Other £68.59k

Total expenditure:
£887,329

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Raising funds £110.71k
Charitable activities £776.62k
Other £0

£10,072 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 £110.71k
Charitable expenditure £776.62k

People

13 Employee(s)

7 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 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

What the charity does:
  • General Charitable Purposes
  • Other Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 30 April 1993: Standard registration
Organisation type:
Charitable company
Other names:
  • EIRIS (Previous name)
  • ETHICAL INVESTMENT RESEARCH SERVICE (EIRIS) (Previous name)
Company number:
02460330 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
  • 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
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
David Timothy Bent Chair 15 December 2015
None on record
Rebecca Kong Trustee 01 December 2021
None on record
Julia Nina Roth Trustee 05 July 2021
None on record
Aaron Matthew Walsh Hay Trustee 01 July 2021
None on record
Richard Stuart Howitt Trustee 01 July 2021
None on record
Camilla Parke Trustee 29 September 2017
None on record
FRANCES WAY Trustee 15 October 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £480.50k £468.97k £241.66k £402.57k £701.24k
Total expenditure £560.82k £582.03k £472.52k £728.21k £887.33k
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 N/A N/A N/A £384.74k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £233.62k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £14.29k
Income - Other N/A N/A N/A N/A £68.59k
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £776.62k
Expenditure - Raising funds N/A N/A N/A N/A £110.71k
Expenditure - Governance N/A N/A N/A N/A £53.42k
Expenditure - Grants institution N/A N/A N/A N/A £33.39k
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A N/A N/A N/A £4.65k
Long-term investments N/A N/A N/A N/A £975.30k
Other assets N/A N/A N/A N/A £442.68k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £107.68k

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 March 2024 31 January 2025 On Time
Accounts and TAR 31 March 2024 31 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 31 January 2023 On Time Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021 31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 30 January 2021 On Time
Accounts and TAR 31 March 2020 30 January 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 OF ASSOCIATION INCORPORATED 17 JANUARY 1990 AND AMENDED BY SPECIAL RESOLUTION 23 MARCH 1993

Charitable objects

A) TO PROMOTE RESEARCH INTO THE SOCIAL AND ETHICAL ASPECTS OF COMMERCIAL AND INDUSTRIAL ACTIVITIES OF BUSINESSES IN THE UNITED KINGDOM AND OVERSEAS AND THE BEARING OF THESE ASPECTS ON INVESTMENT POLICIES AND TO PUBLISH THE USEFUL RESULTS OF THAT RESEARCH B) TO PROMOTE AND IMPROVE IN DIRECT PURSUIT OF THEIR OBJECTS THE EFFICIENCY AND EFFECTIVENESS OF A) CHARITABLE ORGANISATIONS ESTABLISHED ANYWHERE IN THE WORLD AND TAKING EFFECT WITHIN THE UK AND B) CHARITABLE ORGANISATIONS ESTABLISHED WITHIN THE UK AND TAKING EFFECT OUTSIDE THE UK THE OBJECTS OF WHICH ARE CONFINED TO THE RELIEF OF POVERTY OR SICKNESS OR THE ADVANCEMENT OF EDUCATION AND RELIGION BY THE PROVISION OF ADVICE AND INFORMATION ON THE ACTIVITIES AND INVESTMENT POLICIES OF COMMERCIAL ORGANISATIONS TO ENABLE THE CHARITIES TO MAKE AN INFORMED CHOICE OF INVESTMENTS WHICH WOULD NOT CONFLICT WITH THE AIMS OF THE CHARITY OR OTHERWISE HAMPER THE CHARITY'S WORK

Area of benefit

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

NOT DEFINED

Contact information

Address:
The Foundry
17 Oval Way
LONDON
SE11 5RR
Phone:
02037525754
Email:
peter.webster@eirisfoundation.org
Website:

www.eirisfoundation.org Open in new window