PHILANTHROPY IMPACT

Charity Number: 1089157
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A world where individuals and families engage in values driven investment and philanthropy, supported by professional advisors. Increasing the flow of capital for good by enabling private clients and their families to match their purpose driven wealth strategies with their values, capturing their sustainable, social and impact investment and philanthropy preferences across the spectrum of capital.

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £308,341
Total expenditure: £308,341

People

14 Trustee(s)

150 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

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Other Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales
  • Guernsey
  • Ireland
  • Italy
  • Jersey
  • Netherlands
  • Northern Ireland
  • Scotland
  • Switzerland

Governance

Registration history:
  • 31 October 2001: Standard registration
Organisation type:
Charitable company
Other names:
  • EAPG (Working name)
  • EUROPEAN ASSOCIATION FOR PHILANTHROPY AND GIVING (Previous name)
  • THE EUROPEAN ASSOCIATION FOR PLANNED GIVING (Previous name)
Company number:
03625777 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rennie Hoare Chair 01 December 2018
None on record
Jaime McLemore Trustee 10 May 2024
None on record
Arun Kelshiker Trustee 16 April 2024
None on record
Sarah Soar Trustee 14 April 2024
None on record
Keith MacDonald Trustee 14 September 2021
THINKFORWARD (UK)
Received: On time
James Broderick Trustee 17 March 2020
None on record
Sarah Farrow Trustee 17 March 2020
None on record
Jo Bateson Trustee 17 March 2020
None on record
Nandu Patel Trustee 01 December 2018
None on record
Edward Finch Trustee 13 September 2018
None on record
DARSHITA GILLIES Trustee 05 June 2018
None on record
George King IV CFA Trustee 05 June 2018
None on record
Catherine Dovey Trustee 07 March 2016
THE BEACON FELLOWSHIP CHARITABLE TRUST
Received: On time
CERIS MARY GARDNER Trustee
CRIMESTOPPERS TRUST
Received: On time
NPT Transatlantic Limited
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £241.07k £302.00k £306.00k £326.00k £308.34k
Total expenditure £236.54k £302.00k £307.50k £326.00k £308.34k
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

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 September 2024 19 May 2025 On Time
Accounts and TAR 30 September 2024 19 May 2025 On Time Download Open in new window
Annual return 30 September 2023 10 May 2024 On Time
Accounts and TAR 30 September 2023 10 May 2024 On Time Download Open in new window
Annual return 30 September 2022 31 May 2023 On Time
Accounts and TAR 30 September 2022 31 May 2023 On Time Download Open in new window
Annual return 30 September 2021 04 May 2022 On Time
Accounts and TAR 30 September 2021 04 May 2022 On Time Download Open in new window
Annual return 30 September 2020 21 October 2021 83 days late
Accounts and TAR 30 September 2020 21 October 2021 83 days late 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 03/09/1998 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/12/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/10/2001 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 24/03/2009 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 03/12/2012 as amended on 14 Feb 2012

Charitable objects

TO PROMOTE AND IMPROVE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES AND THE APPLICATION OF CHARITABLE RESOURCES BY INFORMING, ADVISING AND EDUCATING THOSE WHO WORK FOR OR WITH CHARITIES AND VOLUNTARY ORGANISATIONS, OR WHO ARE OTHERWISE CONCERNED WITH CHARITIES AND VOLUNTARY ORGANISATIONS, WITH A VIEW TO IMPROVING FUNDRAISING FOR AND PLANNED GIVING TO CHARITIES AND FOR CHARITABLE PURPOSES.

Area of benefit

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

NOT DEFINED

Contact information

Address:
128 Strand
Room 12
WC2R 1AT
Phone:
02074077879
Email:
info@philanthropy-impact.org
Website:

www.philanthropy-impact.org Open in new window