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.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

8 trustees on the board

5.2y median 5y

average tenure

longest tenure

Trustees past 6 years

10.5y

average years in governance

First-time vs portfolio trustees

First-time (7)

Portfolio (1)

Anthony Harvey Yadgaroff since 2022

company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

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

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Health and social care 4Finance 3Other services 3

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

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Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.

2020

2021

2022

2023

2024

incomespending£57k latest income · income exceeded spending in 2023 and 2024

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Connected through a shared trustee

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

Also active in the same field

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

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

£27,524 latest income

Year	Income	Spending
2021	£44,957	£3,005
2022	£15,992	£2,657
2023	£6,912	£2,652
2024	£56,829	£3,710
2025	£27,524	£3,911

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+

Andrew Leighton Craig Bell since 2019
Amos Dadzie since 2024
Anthony Harvey Yadgaroffage band 75-79 since 2022
Erik Per Oscar Berggren since 2021
Melissa Frances Rose Longleyage band 60-64 since 2019
Roberta Sanminiatelli since 2021
Tarandeep Singh Panesar since 2021
Virginia Salterage band 70-74 since 2019

Connected charities (2)

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

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