The Investment Managers' Charitable Trust

Registered charity 1185382 CIO Registered since 2019

Operates: Throughout England And Wales, Scotland, Northern Ireland

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

5.2y median 5y

average tenure

longest tenure

trustees past 6 years

10.3y

average years in governance

7 vs 1 portfolio

first-time trustees

company-linked trustees

Sector coverage

Education/training 8General Charitable Purposes 7Other Charitable Purposes 7Religious Activities 1The Prevention Or Relief Of Poverty 1

Commercial experience

Health and social care 4Finance 3Other services 3

Boards that share trustees

Ajex - the Jewish Military Association 1 shared trustee
The Western Charitable Foundation 1 shared trustee

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Related organisations

Ajex - the Jewish Military Association 1 shared trustee
The Western Charitable Foundation 1 shared trustee
40TH Strood SEA Scout Group Similar size; both Other purposes
Focus on Young People in Bassetlaw Similar size; both Other purposes
YMO Trust LTD Similar size; both Other purposes
Centred Horseplay Similar size; both Other purposes

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	https://investmentcharity.org.uk/
Email	secretary@investmentcharity.org.co.uk
Phone	07773552867
Address	80 Holly Bush Lane, HAMPTON, Middlesex, TW12 2RB

Finances

£56,829 latest income

Year	Income	Spending
2020	£16,340	£5,150
2021	£44,957	£3,005
2022	£15,992	£2,657
2023	£6,912	£2,652
2024	£56,829	£3,710

What it does

What

General Charitable PurposesEducation/trainingOther Charitable Purposes

Who

The General Public/mankind

How

Makes Grants To IndividualsMakes Grants To OrganisationsProvides Advocacy/advice/information

Charitable objects

3.1 THE OBJECTS OF THE CIO ARE:A) THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE KNOWLEDGE AND UNDERSTANDING FOR THE PUBLIC BENEFIT OF INVESTMENT MANAGEMENT, THE ROLE OF INVESTMENT MANAGERS AND RELATED ASPECTS OF PERSONAL FINANCE;B) FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTIONS RECOGNISED AS CHARITABLE UNDER ENGLISH LAW WHICH ARE CONNECTED WITH THE CITY OF LONDON, INCLUDING ANY CHARITIES NOMINATED BY THE LORD MAYOR OF LONDON; ANDC) SUCH FURTHER CHARITABLE PURPOSES AS ARE CHARITABLE UNDER ENGLISH LAW FOR THE PUBLIC BENEFIT, AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Governing document: CIO - FOUNDATION Registered 18 Sep 2019

Trustees (8)

8trustees

73median age

2aged 70+

Succession outlook: 2 of 8 trustees are aged 70 or over.

Andrew Leighton Craig Bell since 2019
Amos Dadzie since 2024
Anthony Harvey Yadgaroffage 77 since 2022
Erik Per Oscar Berggren since 2021
Melissa Frances Rose Longleyage 62 since 2019
Roberta Sanminiatelli since 2021
Tarandeep Singh Panesar since 2021
Virginia Salterage 73 since 2019

Connected charities (2)

Ajex - the Jewish Military Association 1 shared trustee
The Western Charitable Foundation 1 shared trustee

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