THE INVESTMENT MANAGERS' CHARITABLE TRUST
Charity number: 1185382
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The advancement of education of the public in the knowledge and understanding of investment management, the role of investment managers and related aspects of personal finance.
Income and expenditure
Data for financial year ending 30 September 2023
Total income: £6,912
Total expenditure: £2,652
People
10 Trustee(s)
9 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Advocacy/advice/information
Where the charity operates:
- Throughout England And Wales
- Northern Ireland
- Scotland
Governance
Registration history:
- 18 September 2019: CIO registration
Organisation type:
CIO
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Conflicting interests
- Safeguarding vulnerable beneficiaries
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
10 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Amos Dadzie | Trustee | 14 October 2024 |
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| Anthony Harvey Yadgaroff | Trustee | 21 January 2022 |
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| Erik Per Oscar Berggren | Trustee | 13 May 2021 |
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| Tarandeep Singh Panesar | Trustee | 13 May 2021 |
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| Roberta Sanminiatelli | Trustee | 06 January 2021 |
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| Virginia Salter | Trustee | 17 December 2019 |
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| Celia Patricia da Silva Huber Soares | Trustee | 12 June 2019 |
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| Melissa Frances Rose Longley | Trustee | 12 June 2019 |
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| ANDREW LEIGHTON CRAIG BELL | Trustee | 12 June 2019 |
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| Christopher ROBINSON | Trustee | 12 June 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 30/09/2020 | 30/09/2021 | 30/09/2022 | 30/09/2023 | ||
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Total gross income | £16.34k | £44.96k | £15.99k | £6.91k | |
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Total expenditure | £5.15k | £3.01k | £2.66k | £2.65k | |
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Income from government contracts | N/A | N/A | N/A | N/A | |
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Income from government grants | 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 2023 | 25 June 2024 | On Time | |
| Accounts and TAR | 30 September 2023 | 25 June 2024 | On Time | Download Open in new window |
| Annual return | 30 September 2022 | 26 July 2023 | On Time | |
| Accounts and TAR | 30 September 2022 | 26 July 2023 | On Time | Download Open in new window |
| Annual return | 30 September 2021 | 06 July 2022 | On Time | |
| Accounts and TAR | 30 September 2021 | 06 July 2022 | On Time | Download Open in new window |
| Annual return | 30 September 2020 | 18 February 2021 | On Time | |
| Accounts and TAR | 30 September 2020 | 18 February 2021 | On Time | Download Open in new window |