CHARTERPATH CIO

Charity number: 1207509
Recently registered

Charity overview

This charity has been recently registered - it does not need to update its information until 10 months after its first financial period ends

Activities - how the charity spends its money

Charterpath advances citizenship and promotes financial skills-based volunteering for the benefit of the public, by: (i) inspiring finance professionals to volunteer their time and skills (ii) connecting non-profits organisations with diverse and expert financially-skilled volunteers (iii) engaging with the broader finance profession to normalise and promote financial skills-based volunteering

What, who, how, where

What the charity does:
  • Economic/community Development/employment
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • 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:
  • 19 March 2024: CIO registration
Organisation type:
CIO
Other names:
  • CHARTERPATH (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Alexander David George Marsh Chair 19 March 2024
None on record
Kelly Joanne Moses Trustee 03 September 2024
None on record
Alice Margaret Clementi Trustee 19 March 2024
ST MARY'S SCHOOL ASCOT
Received: On time

Financial history

This charity was registered recently. It does not have to provide information until 10 months after its first financial period.

Accounts and annual returns

This is a newly registered charity - accounts and annual return not required yet. The charity does not need to update its information until 10 months after its first financial period ends.

Governing document

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 19 Mar 2024

Charitable objects

3.1 FOR THE PUBLIC BENEFIT, TO PROMOTE THE VOLUNTARY SECTOR THROUGHOUT THE UNITED KINGDOM BY: (A) INSPIRING ACCOUNTANTS AND OTHER FINANCIALLY SKILLED INDIVIDUALS ACROSS THE BROADER FINANCE SECTOR TO VOLUNTEER THEIR TIME AND SKILLS TO CHARITIES, SCHOOLS, COMMUNITY GROUPS AND OTHER NON-PROFITS ORGANISATIONS; (B) CONNECTING CHARITIES, SCHOOLS, COMMUNITY GROUPS AND OTHER NON-PROFITS ORGANISATIONS WITH DIVERSE AND EXPERT FINANCIALLY-SKILLED VOLUNTEERS, TO HELP THESE GROUPS SECURE THE CRITICAL SKILLS AND SUPPORT REQUIRED TO NAVIGATE AND ADDRESS THE FINANCIAL CHALLENGES THEY FACE; AND (C) ENGAGING WITH THE BROADER FINANCE PROFESSION TO NORMALISE AND PROMOTE FINANCIAL SKILLS-BASED VOLUNTEERING AS AN INTEGRAL AND REWARDING PART OF A CAREER IN ACCOUNTING AND FINANCE. 3.2 FOR THE PURPOSES OF THIS CLAUSE, ‘THE VOLUNTARY SECTOR’ MEANS CHARITIES AND VOLUNTARY ORGANISATIONS. (A) CHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES. (B) VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Contact information

Address:
29 Elthiron Road
LONDON
SW6 4BP
Phone:
07968541662
Email:
info@charterpath.org.uk
Website:

www.charterpath.org.uk Open in new window