THE CHARTERED INSTITUTE OF EXPORT & INTERNATIONAL TRADE

Charity number: 1206688
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Information on the charity's activities is not available.

Income and expenditure

Data for financial year ending 31 December 2024

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 24 January 2024: Standard registration
Organisation type:
Other
Other names:
  • IOE&IT (Working name)
Gift aid:
No information available
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
No information available

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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sean Ramsden Trustee 30 January 2025
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Jale Cairney Trustee 03 December 2024
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Scott Parker Trustee 03 December 2024
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Jayakumar Venkataraman Trustee 29 March 2023
None on record
FILOMENA TEIXEIRA Trustee 29 March 2023
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
John Henry Myers Alty Trustee 08 September 2022
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Caroline Olive Mary Gumble Trustee 21 November 2019
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Prof Sangeeta Khorana Trustee 21 November 2019
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Dominic James Haworth Broom Trustee 01 August 2019
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Stephen McQuillan Trustee 29 January 2019
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
Terence Charles William Scuoler CBE MIEx Trustee 08 November 2017
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)
Received: On time
MARCEL HUGO LANDAU Trustee 06 November 2014
THE IOE FOUNDATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2024
Total gross income £16.07m
Total expenditure £15.85m
Income from government contracts N/A
Income from government grants N/A
Income - Donations and legacies £0
Income - Other trading activities £1.17m
Income - Charitable activities £14.29m
Income - Endowments £0
Income - Investment £510.10k
Income - Other £104.50k
Income - Legacies £0
Expenditure - Charitable activities £15.42m
Expenditure - Raising funds £423.89k
Expenditure - Governance £0
Expenditure - Grants institution £0
Expenditure - Investment management £0
Expenditure - Other £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2024
Own use assets £933.63k
Long-term investments £13.97m
Other assets £13.09m
Defined benefit pension scheme asset or liability £0
Total liabilities £2.35m

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 2024 12 August 2025 On time
Accounts and TAR 31 December 2024 22 July 2025 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
IOE&IT
EXPORT HOUSE
MINERVA BUSINESS PARK
LYNCH WOOD
PETERBOROUGH
PE2 6FT
Phone:
01733404400