INVESTREAM CHARITABLE TRUST

Charity Number: 1097052
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To distribute grants to charitable causes consistent with overall charitable objectives of the Trust

Income and expenditure

Data for financial year ending 30 April 2024

Total income: £329,709
Total expenditure: £994,233

People

2 Trustee(s)

Employees with total benefits over £60,000

No information available

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
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Economic/community Development/employment
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
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 15 April 2003: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MARK MORRIS Trustee
TORAH AND CHESED (BH) LIMITED
Received: On time
BRITISH FRIENDS OF B'SHVILAYCH
Received: On time
PROJECT S E E D
Received: On time
WE HUB BUILDING
Received: On time
GRAHAM SHUREK MORRIS Trustee
THE MORRIS CHARITABLE TRUST
Received: On time
SCHREIBER CHARITABLE TRUST
Received: On time
FRIENDS OF NAHALAT MOSHE
Received: On time
SASSOV BEIS HAMEDRASH
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/04/2020 30/04/2021 30/04/2022 30/04/2023 30/04/2024
Total gross income £2.83k £312.13k £1.41m £822.40k £329.71k
Total expenditure £841.94k £353.23k £913.06k £786.40k £994.23k
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 £1.39m £818.67k N/A
Income - Other trading activities N/A N/A £0 £0 N/A
Income - Charitable activities N/A N/A £15.44k £3.11k N/A
Income - Endowments N/A N/A £0 £0 N/A
Income - Investment N/A N/A £40 £624 N/A
Income - Other N/A N/A £0 £0 N/A
Income - Legacies N/A N/A £0 £0 N/A
Expenditure - Charitable activities N/A N/A £913.06k £786.40k N/A
Expenditure - Raising funds N/A N/A £0 £0 N/A
Expenditure - Governance N/A N/A £1.87k £23.75k N/A
Expenditure - Grants institution N/A N/A £911.19k £762.65k N/A
Expenditure - Investment management N/A N/A £0 £0 N/A
Expenditure - Other N/A N/A £0 £0 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 April 2024 27 February 2025 On Time
Accounts and TAR 30 April 2024 27 February 2025 On Time Download Open in new window
Annual return 30 April 2023 02 December 2023 On Time
Accounts and TAR 30 April 2023 02 December 2023 On Time Download Open in new window
Annual return 30 April 2022 27 February 2023 On Time
Accounts and TAR 30 April 2022 27 February 2023 On Time Download Open in new window
Annual return 30 April 2021 23 February 2022 On Time
Accounts and TAR 30 April 2021 23 February 2022 On Time Download Open in new window
Annual return 30 April 2020 24 February 2021 On Time
Accounts and TAR 30 April 2020 Not Required
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.

TRUST DEED DATED 17/01/2003 AS AMENDED BY DEED DATED 18/01/2011 AS AMENDED BY DEED DATED 19/06/2014

Charitable objects

(I) THE ADVANCEMENT OF EDUCATION (II) THE RELIEF OF POVERTY AND INFIRMITY (III) SUCH OTHER PURPOSES BENEFICIAL TO THE COMMUNITY AS ARE CONSIDERED BY ENGLISH LAW TO BE CHARITABLE.

Area of benefit

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

NOT DEFINED. IN PRACTICE WORLDWIDE

Contact information

Address:
INVESTREAM LTD
Primrose Hill Courtyard
7 Erskine Road
London
NW3 3AJ
Phone:
02074862800
Email:
No information available
Website:

No information available