WS Epworth Investment Funds for Charities
Registered charity 1182845 Registered since 2019
Operates: Throughout England And Wales, Scotland, Northern Ireland
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Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.
Contact
| Website | www.epworthinvestment.co.uk |
| WFS-productdelivery@waystone.com | |
| Phone | 02045587038 |
| Address | Waystone Management (UK) Ltd, Central Square, 29 Wellington Street, LEEDS, LS1 4DL |
Finances
£46,984,000 latest income
| Year | Income | Spending |
|---|---|---|
| 2020 | £9,181,000 | £1,285,000 |
| 2021 | £17,177,000 | £1,555,000 |
| 2022 | £15,209,000 | £1,569,000 |
| 2023 | £10,081,000 | £1,009,000 |
| 2024 | £46,984,000 | £542,000 |
What it does
What
General Charitable PurposesWho
Other Charities Or Voluntary BodiesHow
Other Charitable ActivitiesCharitable objects
8.1 SUBJECT TO CLAUSE 8.2, THE TRUST'S CHARITABLE OBJECTIVE WILL BE TO FURTHER THE CHARITABLE PURPOSES OF THE CHARITIES THAT DIRECTLY OR INDIRECTLY HOLD UNITS IN THE SUB-FUNDS FROM TIME TO TIME.8.2 IF AT ANY TIME THERE ARE NO UNITHOLDERS IN ANY SUB-FUND, THE AUTHORISED FUND MANAGER AND DEPOSITARY WILL DETERMINE THE TRUST'S CHARITABLE PURPOSES.8.3 NO CHANGE MAY BE MADE TO THIS DEED WHICH WOULD:8.3.1 CAUSE THE TRUST TO CEASE TO BE A CHARITY; OR8.3.2 AUTHORISE UNITS TO BE ISSUED OR TRANSFERRED TO, OR HELD BY, ANY PERSON OTHER THAN AN ELIGIBLE INVESTOR, WHETHER DIRECTLY OR THROUGH A NOMINEE.8.4 NO REVOCATION, VARIATION OR AMENDMENT OF THIS DEED WHICH WOULD, OR MIGHT, BE INCONSISTENT WITH THE TRUST'S STATUS AS A COMMON INVESTMENT FUND (ESTABLISHED PURSUANT TO SECTIONS 96 TO 99 OF THE CHARITIES ACT) WILL BE VALID WITHOUT THE PRIOR WRITTEN APPROVAL OF THE COURT OR OF THE COMMISSION.
Governing document: TRUST DEED DATED 05 APR 2019AS AMENDED BY DEED DATED 14 MAY 2020AS AMENDED BY DEED DATED 08 MAR 2024 as amended on 04 Oct 2024
Trustees (2)
- The Bank of New York Mellon (International) Limited since 2024
- Waystone Management (UK) Limited since 2024
Connected charities (0)
No charities share a trustee (from current data).
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