INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST

Charity number: 1162512
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Advancing the education of the public in international taxation in such ways as the trustees think fit including: organising congresses of the International Fiscal Association in the UK; promoting discussion of international tax matters at the same; providing financial assistance to UK tax academics to attend the same; promoting dissemination of knowledge generated by the same.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £11,927
Total expenditure: £4,793

People

6 Trustee(s)

1 Volunteer(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
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 02 July 2015: CIO registration
  • 27 April 2016: Funds received from 268536 INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST
  • 16 January 2017: Funds received from 268536 INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Joy Elisabeth Svasti-Salee Chair 06 October 2017
None on record
DAVID ASHLEY GREENBANK Trustee 14 September 2022
None on record
Philip Woolf Baker KC Trustee 13 September 2022
THE LIONEL AND FRANCES BAKER CHARITABLE TRUST
Received: On time
JEFFREY GRAHAM CONNELL Trustee 21 September 2021
None on record
ROLAND ALEXANDER JUPP SOLICITOR Trustee 07 November 2019
None on record
OLIVER CHARLES DAVIDSON Trustee 27 July 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £3.20m £334 £2.99k £10.91k £11.93k
Total expenditure £3.07m £4.20k £2.12k £3.58k £4.79k
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 £0 N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £3.20m N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £2.08k N/A N/A N/A N/A
Income - Other £0 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £3.07m N/A N/A N/A N/A
Expenditure - Raising funds £0 N/A N/A N/A N/A
Expenditure - Governance £3.63k N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £0 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 25 May 2024 On Time
Accounts and TAR 31 December 2023 25 May 2024 On Time Download Open in new window
Annual return 31 December 2022 25 July 2023 On Time
Accounts and TAR 31 December 2022 25 July 2023 On Time Download Open in new window
Annual return 31 December 2021 10 September 2022 On Time
Accounts and TAR 31 December 2021 10 September 2022 On Time Download Open in new window
Annual return 31 December 2020 28 October 2021 On Time
Accounts and TAR 31 December 2020 28 October 2021 On Time Download Open in new window
Annual return 31 December 2019 26 October 2020 On Time
Accounts and TAR 31 December 2019 26 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.

CIO - Foundation Registered 02 Jul 2015

Charitable objects

THE OBJECTS OF THE CIO ARE TO ADVANCE, FOR THE PUBLIC BENEFIT: 1 THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF INTERNATIONAL TAXATION IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING (BUT NOT LIMITED TO): 1.1 BY ORGANISING SUCH INTERNATIONAL TAX CONGRESSES OF THE INTERNATIONAL FISCAL ASSOCIATION AS ARE FROM TIME TO TIME HELD IN THE UNITED KINGDOM; 1.2 BY PROMOTING THE DISCUSSION OF INTERNATIONAL TAX MATTERS BETWEEN REPRESENTATIVES OF INDUSTRY, THE PROFESSIONS, TAX ADMINISTRATIONS, INTERNATIONAL ORGANISATIONS AND ACADEMIA THROUGH THE HOLDING OF SUCH CONGRESSES WITH A VIEW TO ENHANCING PUBLIC UNDERSTANDING OF SUCH MATTERS; 1.3 BY PROVIDING FINANCIAL ASSISTANCE TO ENCOURAGE THE PARTICIPATION OF MEMBERS OF ACADEMIC INSTITUTIONS IN THE UNITED KINGDOM AT SUCH CONGRESSES; 1.4 BY PROMOTING THE DISSEMINATION IN THE UNITED KINGDOM OF THE KNOWLEDGE GENERATED BY SUCH CONGRESSES SO THAT IT IS MORE WIDELY AVAILABLE FOR THE PUBLIC BENEFIT; 1.5 BY PROVIDING FINANCIAL SUPPORT TO OTHER CONFERENCES HELD IN THE UNITED KINGDOM TO DISCUSS INTERNATIONAL TAX MATTERS WITH A VIEW TO ENHANCING THE PUBLIC UNDERSTANDING OF SUCH MATTERS; 1.6 BY ENCOURAGING ACADEMIC STUDIES AND SCHOLARSHIP ACHIEVEMENTS IN THE FIELD OF INTERNATIONAL TAXATION AND THE PUBLICATION OF WORK GENERATED BY SUCH ACTIVITIES; AND 1.7 BY SUPPORTING THE EDUCATIONAL WORK OF THE INTERNATIONAL FISCAL ASSOCIATION IN THE FIELD OF INTERNATIONAL TAXATION FOR THE PUBLIC BENEFIT; AND 2 OTHER SUCH PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE CHARITY TRUSTEES SHALL DETERMINE.

Contact information

Address:
11 Ellwood Road
BEACONSFIELD
Buckinghamshire
HP9 1EN
Phone:
07802804403
Email:
No information available
Website:

No information available