CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT FUTURE FOUNDATION
Charity number: 1201304
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The advancement of education for the public benefit by advancing knowledge and improving skills in financial capacities and capabilities, in particular but not exclusively through the provision of grants and promotion of research and dissemination of such research.
Income and expenditure
Data for financial year ending 31 March 2025
Total income: £14,828
Total expenditure: £482,178
People
7 Trustee(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
Main way of carrying out purposes is grant making
What the charity does:
- General Charitable Purposes
Who the charity helps:
- Children/young People
- Other Charities Or Voluntary Bodies
- The General Public/mankind
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
- Bahrain
- China
- Cyprus
- Gibraltar
- India
- Ireland
- Kenya
- Nigeria
- Philippines
- Singapore
- Spain
- Sri Lanka
- Switzerland
- United Arab Emirates
Governance
Registration history:
- 12 December 2022: Standard registration
Organisation type:
Charitable company
Other names:
No other names
Company number:
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Safeguarding 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
7 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Nicholas Roger Swales Ch FCSI | Chair | 15 February 2022 |
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| JOHN DAVID LOUDON Ch FCSI | Trustee | 21 September 2022 |
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| LORRAINE CHARLINI DE ALMEIDA | Trustee | 21 September 2022 |
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| Victoria Jane Nye | Trustee | 31 August 2022 |
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| FIONNUALA MARY CARVILL Ch FCSI | Trustee | 15 February 2022 |
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| Debbie Elizabeth Clarke Ch MCSI | Trustee | 15 February 2022 |
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| ALAN STUART RAMSAY FCSI | Trustee | 15 February 2022 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £33.19k | £14.83k | |
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Total expenditure | £568.31k | £482.18k | |
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Income from government contracts | N/A | N/A | |
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Income from government grants | 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 March 2025 | 22 December 2025 | On time | |
| Accounts and TAR | 31 March 2025 | Not required | ||
| Annual return | 31 March 2024 | 30 January 2025 | On time | |
| Accounts and TAR | 31 March 2024 | 30 January 2025 | On time | Download Open in new window |