THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT EDUCATIONAL TRUST

Charity Number: 1139712
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £7,350
Total expenditure: £225,008

People

9 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • India
  • Malaysia
  • Singapore

Governance

Registration history:
  • 06 January 2011: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CYNTHIA POOLE Trustee 12 October 2021
None on record
Clair Victoria Mills Trustee 12 October 2021
None on record
Susan Felicity Wright Trustee 30 July 2020
None on record
Susan Elizabeth Travers Trustee 01 January 2020
None on record
Michael Coulon Trustee 01 November 2018
None on record
Frank Hoyt Moxon Trustee 15 August 2018
None on record
James Matthew Sullivan Trustee 01 February 2018
None on record
Andrew Porter Trustee 27 March 2015
None on record
THE CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £209.08k £166.98k £257.13k £276.81k £7.35k
Total expenditure £214.87k £212.16k £213.93k £159.37k £225.01k
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 31 December 2023 19 September 2024 On Time
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 25 October 2022 On Time
Accounts and TAR 31 December 2021 25 October 2022 On Time Download Open in new window
Annual return 31 December 2020 05 October 2021 On Time
Accounts and TAR 31 December 2020 05 October 2021 On Time Download Open in new window
Annual return 31 December 2019 12 October 2020 On Time
Accounts and TAR 31 December 2019 12 October 2020 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.

TRUST DEED DATED 12 OCTOBER 2010

Charitable objects

THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE IN THE FIELD OF SECURITIES AND INVESTMENT

Area of benefit

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

UNDEFINED

Contact information

Address:
CISI
20 Fenchurch Street
LONDON
EC3M 3BY
Phone:
02076450673
Email:
No information available
Website:

cisi.org