REGISTERED COMPANY NUMBER: 08625777 (England and wal￿
REGISTERED CHARrrY NUMBER: 1089157
REPORT OF THE TRUSTEES AND
UNAUDITED FINANCL4L STATEMEFfl8
FOR THE YEAR ENDED 30 SEFryEMBER 2025
FOR
PHILANTHROPY Ih(PACT
Orcom Civyals Limitsd
Accountants
50 Seymour Street
IA&ndo
WIH 7JG

PHIIANTHROPY IMPACT
CONTENT8 OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 SEPTEMBER 2025
Page
Report of the Tru8tee8
I to 14
Independent Ex•n)Iner'8 Report
15
Ststement of Fjnanclal Aetlvltl68
16
Balanu Sheet
17 to 18
Noteo to th¢ Fln&n¢lal StatemèDt$
19 to 24
Detalled StAteD*nt of Financial Activities
26 ts) 26

PHItATrTfHROPY IMPACT
REPORT OF THE TRUSTEES
)R THE YEAR ENDED 80 SEPTEMBER 2025
INTRODUCTION: WHERE VALUES GUIDE CAPITAU IMPAcf FOLLOWS
Th• Trus￿ pr￿nt thoir t*pJrt with the fiti￿1￿1 statsrnents of the Philalltbtopy Impact for tb
year ellded 30 September 2025. The Trustees have adopted the PTQVi8iOnS 0£ Accounting 8nd
Rtptsrting by Charitie6: St8tement of Recommended Practice in a¢ix)rdance with the FinAncial
Reporting Standard 102 applicable in th¢ tIK and Repub]ic of Ireland (effective l Jgnu8ry 2019).
ThiB réport bxs beatt preparga iti a¢¢ord8nce with the Ch8ritiesArt 2011 and Compatii¢8Aet 2006.
The 202&2025 representsd an important step forward for Philanthropy Impart 48 the
organ?8ation built on recent foundations to increa8e its reac￿ relevance and llllp8Ct. ￿ti￿ty
during the period fiJcu8ed on strengthening the Chariws core offer. enhaneing di8itsl and learning
pIAtforms, And reinforciDg governance and s¢ratsgic planning. Growing engagement with advi8or8.
inBtitutAons and policymakers refle¢tsd the i)xreasing demand for Philanthropy Impact's
exp8rtise. positioning the oryanisation as a credible and inauential voice in th8 evolving fields of
pbilanthTQPy. 8ociai investn￿nt and impact investing.
Reco
'tion and Credibilit
Phi18nthrops ImpRct won the WeaithBriellDg Wealth For Good ATvard¥ 2025 in the
Thought Leadership category. The Judge8 CAtation.' Thi9 winner ELa8 uniquely bridged
8￿tOrS for 27 yearg, equipplng wealth n)anagerg with tool8, Jn￿¥hts, and networks to integrate
elient value8 into Adviee. Their leAdetship is trattsforming wealth matta¥ement into A force for
Boeial impact. eomp]iance, atsd metitiingful change.,
Pbilanthropy Impact a180 won Bronze An the Citywealth Brand & MarketingAw&rd8 2025
e8t Weblnar ofthe Yea¥ cAtegory. We wère shortli%ted fr>r the Profe88ional AdvA8er
Award8 2025 IJ the Best Su
rt Servlce for Advl88r8 ea
ThN)ugb it8 member8hip modeL Phi18nthropy Imp8¢t ¢onne¢t8 privats cjiont prof¢&BionAI advisor8,
imp8Ct inVè8tors, phi18nthropi8ts, tru8t8 and foundation8 and ch￿1t￿ble org8fJi6ation8 &cro08 the
8pectrum of capitsl. Philanthropy Impact ha8 developed a Teputation as & tru8tsd 8pace for
learning, dialogue collaborat10￿ 8UPPQTting ll￿Mber8 through training, events, digitsl
platfotmB arkd &h8red intelligence. By equipping profe88ional advioor8 With the t4xJ18 and in6ight
needed trj èngage e]ients in VAlue8-led eonversations, Phi18llthTOPy Impaet seek8 to Étrengthe
teBp>n8ible wealth stsward8hip, improve traD8P8rency and practice iu LIIIP8Qt inve8ting and
philAnthn)py, ultitnAtely 1￿CreaSe the flow trfeapital tOWArd8 p(wtive wial outtome8.
ABOUT PHILANTHROPY IMPACT: ENABLING PURPOSE.DRIVBN WEALTH
Philantbropy Impact is an &ward-wiiiningi capacity-building, non-profit mellLber8hip organisation
operating at the iJJter8e¢tion of irnpactinveBting. investrtient, and philanthropy. Our mi8810D
18 to increase the flow of capital for good acrn88 the Bpectrum of capitsl.
For oyer 27 yearB, Pbilauthrnpy Impact ha8 beeD a CE4talyst for what is now widely recogni8ed as
the impaet economy-an ￿0￿0￿1C system iti which pub]iC* private. and philanthropic eapital are
intentionally niobili6ed to addreBS 80￿etaI challenge8. As government po]iCy* re¥￿￿tion, and client
expectatAon8 illLreasingly eonverge around impA¢t, Philanthropy Impact act8 as a bridge between
purp08e and c&pital, empowering profeo8ional advisor8 and puryw-led oyganisation8 to ￿ign
wealth with value8 and long.term legacy. In doing 60. we ereats value not only for our members.
but for the wider purpose-led ecosy8ten).
Page I

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEPTEMBER 2025
Philanthropy Impact deliver8 an award-wIr￿1llg. sector-defming 8UPPOrt Service th&t empower8.'
Profe88ional Advisor8 (Wealth Managsm¢nk Private Banklng* Thx, l￿gaI)
We enable private client profe88ionBI to meet rapi(lly rising client demand for
vAlueg-ba8ed, purp08e-led advice. A8 high-net-worth and ultra-high-net.worth client$
particularly Women ofwealth, Millennial8. and Ggn Z - expeet wealth stratsgies to reaect
purpoge, impact, and legacy, advi80r6 are under inereaging commercial and regulatory
preB8ure to Adapt. Philanthropy Impact equip8 8dvisorB With the tools, knowledge,
tru8ted network8 required to transforn) technical expertise into first-eall, value6-based
partner8hip8, 8UPPOrting compliance, client retentiou, and gtowth.
Philanthropisty Impact Inve8tor8, Trust8, And Foundation$
We 8ct A8 a trii8ted eonvencr aeross the impact economy. wnnecting ￿nderS wi¢h
PTofe88ion81 advisorg and 80cial purpose organi8ation8 to 8trengthen Strategic alignment
and 8mplify impACt. Througb collaborative learning environments, beBpoke events, CPD-
certified training. thougELt leader6hip publication8, and peer networks, we support the
de8iEn of high-l￿pact pbilanthropie and investment 6trategie8. Our wider suite of services
provideB the prarticAI toolB and eonnections that turn intent into deployable capital and
actitsn.
Charities And Soe141 EtsterpTl8e$
We open doors to fi￿dItig, ￿llaboratiOn, and greater visibility by connecting mibsion-led
organi88tion8 with fundèrs, intemediaries, and profession81 advi50r8. Through eros8.
sector oonvenitigs, peer lexrning, and insights that build funding readiness, we support
cTrwitieB and social enterprises ts) engage more effectively with private capital and to
participats meatiingfully in the evolving impac¢ econonw.
Together. these 8ervuxs extend our Teach aeroB5 the full speetrwn of eapitsl. ensuring that
puryJose.driven wealth achieve8 ￿eaSUrable 80cietal impaet, stronger elient outtomes, and
enduring sy$teDW change.
Our 8ervice8 to membeT8 are built 8rnund four integrated pillars: education. intelligenee Bharing.
digital engagement, and commuEllty-building. Our model include8.'
CPD*ertified. CISl*ndorsed training and el*arning
Strategic publication5 including Guide to Gluing and Phitanthrnpy Impact Mog02ine
Practical resources ￿verIng Donor.Advised Funds, v8lue8 discovery. and value8-b&8ed
pI8DniDg
A growing digital e￿systeM anchored by 231mpact, our innovative networking And
collaboration platform, whieh supports peer connectlon. TeferTal pAthway8. And cr088-
seetor learning
Page 2

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEpfEMBER 2026
CELEBRATING THE IMPACT OF PHILANTHROPY IMPACT AND ITS NwfwoRK
Th¢ory OfChang¢
Philanthropy tmpact's Theory of ChanEe is grounded in tho oonviction tILat lauting 8(*ial and
environmental progress a8pend8 riot ouly on the &v&i18bi]ity of oapit4L but on the 8y6tem8, ekills
and relatio￿hLp8 that e￿b]e wpalth to be deployed eff￿tiveLY for pub]ic benefit. Pl)iianthEQPy
Impact operates at the inter$e¢tiOD oephil4nthropy, impact inve8ting and Bocial itive8tment, where
prole88ional adYi80r8 play a pivotal role in 8haping how private weAlth dign8 With v8lue8* purp08
V4nd long.tsrm oocietsl outcome8.
Philanthropy Impact'8 work reeognises a structural gap wi¢hin the advisory marketp]8c8. While
demLU)d from private cjients for v8iues-led, purpoge-driven adviee continues ts grow, many
advisors lack the eonfidence. c8pability or networka ts re8pond effectively. Experti8Q &CT08$
philanthropy and impact iuve8ting remain8 fragmented, be8t practice doe8 not scale e88ity. and
opwrtunities for collaboration between funder8, charitie8 and intermediarie8 are often mi8sed.
Philanthropy Impact addre88e8 thi$ gap by acting a8 an infra8tnwture support organisation that
8trengthen8 the e￿&Y8te￿ as a whole.
Central to the Theory of Change is the belief that system.level change is achieved by investing in
people, relationships and shared standards. Philanthropy Impact focu8e8 on building the
knowledge, 8kills and confidence of profe$Bional advisor6 acr088 wealth maDagement, private
banking, tax and legal sectors, enabling them to engage clients in deeper convers8tion8 F4bout
y￿ues, impact and legacy. At the game time, Philanthropy Impact f(F8ters collaknTation acro88 tbe
wider funding ecogystem, bringing toggther advi80rs, phii&nthropi8ts. i]npact investor8, trusts,
foundatiun8. charitie8 and 80ciai enterprises.
Phdanthropy Impact'8 model is built 8round three in¢erdependeDt pill8r$'. le&rning. connection ana
leadership. Through education and inte]]igen¢e-8h8ring, Philanthropy Impact prO￿a￿S CPD-
aecreaitsd and CISI-endorged training, semin￿, webinars, publi¢atio))8, podwts and digital
re80uree8 that 8trengthen profe$8iorL&l ￿PabilItY. Through ¢OD]muDity-building and convening,
Philanthropy Impact cyeateg trustsd gpaces for diAlogue, peer learning and coll&boration,
8upported by eyents. roundtableo, PTivat8 briefings and digital platform8 8ucIL &8 231Mp￿t.
Through thought leader8hip and policy engagement, Philanthrgpy Imp&ct iDlluence8 profe8Bion81
8tandaTd8, public narrative8 and tlLe enabling envirorLm¢nt for philanthTOPy and irnpaet investing.
The8e pill8ro operate together to create a pathwFAy for chang*. Ad￿￿tsT6 gain Confident* and
competence. relatiQELBhip6 acro88 8ectorB deepen: shared language and best praetice emerge. and
v*lue8-led approaches become embedded withill adv￿OrY praetiee. As thig occurs, Capital 15
nwbilisgd more intentionally and effectively acroEB the spectrum from philAJJthropy to impact
iuve8ting> contributing to Jneasurable sociètal alld enviTODmental outcomes.
Philanthropy Impact'$ Thaory of Change empha81Èè8 scalè through influence rather than direct
EraDtrnaking. By strengtheniug the advisory and funding infrastructure, Philanthropy Impaet
enables tnany others to deploy eapital more effectively, creating a multiplier effect that extends
well beyond its own aetivities.
Page 3

PHILANTHROPY IPdPACT
REPORT OF THE TRUSTEES
FOR THK YEAR ENDED 30 SEPTEMBER 2025
Impact
Thè impact of Phiknllthropy Impact li be8t under8tood through the ¢hange8 It el￿bleS YAcfosB the
der 8y8tern. By 8tretsgthening the eoxjfidence, eapability and Connectedness of PTofe8sion
ad￿sor5 and funder8, the organi8ation inAuence8 deei8ions that unlock 8ignificantly rnOTe capital
for public benefit than it could deploy directly. Tru8tee8 consider thio infra8trueture.led approach
to deliver disproportionatè I￿pact, a6 ftlatively mode8t investment in PhilanthTOPy Impact
supports laTge.scale aThd sustaillod shifts advi8ory practiee, fimding behaviour and cross-8ector
collaboration.
The impact of Philanthropy Impacti8 m06t ele&rly Been through tbe eollective action otits network
and the change8 in behaviour, practice and collabc*Tation th8t have en)erged over time. Over the
past year, the Philanthropy Impaet has eontinued to demonBtrate bow (￿￿venIng, learning and
leadership can translats intent into ac¢70n and unlock incre&8ed flow8 of capital for social
envirotsmental good.
A key area of impact 18 the strentrhened capability of pro£e08wnal advi80rs. As a direct re8uIt of
engagemetst with Philanthropy Itnpact's CPD-aecredited training, events and re8ource8, advi8or8
report iticreaBed confidence in di8eu8sing philanthropy, impact investing and valuèB-led wealth
Strategies with ¢lients. Thi8 in¢teaBed eonfidenee 18 translating tnto praetice ch8Dge, with many
fjrms launching or expanding philallthropy advisory serrices, impact portfolios and value8-81igned
investment offeTing8 following participation ill Philauthropy Impact pro8Tamme8. In sev¢r81 case8,
ad￿80T8 ￿e￿rt that these conveT8ation8 have become central to client relationships, supporting
rètention, int8rgeneY8tiona] engagement and long.tsrm plaDning.
Phi]anthropy Impa¢t'8 convening roleh88 geneTXted outtomeo thkt extend beyond individu&l firmB.
Events, routidtable8. private meeting8 and digitAI platformB have faeilitated ncw relAtioD8hip8 &nd
partnerships acros8 8ectOT8, Tedwing 8ilos and YAeceletating eollabor&tion. Advi8nr8,
philanthropi8tB and charitie8 report increa8ed vi8ibi]ity, 8trongeT referral pathway8 and new
opportunitie8 emerging from participatiorl in the network. Tru8tee8 reeognj8e thAt many of these
collaboration8 and referral relation8hip8 would not have o¢eurred, ot would have developed far
)Dore 81owly and unevenly. without PhilADthtopy Impa¢t'B e&u8e neutral Convening ryjle. These
Connections haye supwrted ¢o-designed initiative8, bleR]ded finanee approaehes and more 8trategic
funding relatioi)8hips, demoD8tratinE the Charl￿8 multiplier effeet a connector and eat41y8t.
Philanthropy tmpact's thought leadership and publications further amplify thk8 inipact. Tbrough
resource$ such as the Guide to Giving, Philanthropy Impact ma￿￿&￿¢, pod¢a8ts and re8eareh
outputs. the orgarrisation has helped shape professional understanding of best praetice in
philanthropy and impact inve$tiDg. These resources are widely u8ed by member$ inform ¢lient
advice. internal 8tr&tegy and oryani$ationd development. Independent recognition through
industry awards, including the WealthBriefing Wealth for Good Award for Thought [￿ader8hIp
and recognition At the Citywealth and Professional AdV￿r AwardSI provides external Y&lid8tion
of Philantbropy Impact'8 lnllu8n(￿ on profes&onal EtandaTd8 and practice acro&w the advisory
market.
Page 4

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED JO SEPTEMBER 2025
Publie atyairs and po]icy engagement form another important dimension of Im￿¢t. Working
collaboratively with member8 and Seetor partners, PhilAnthTOPy Impact haB contributed to policy
discussions relating to philanthropy, tax, impact inve8ting> the impact 8conomy and the wider
enabling enirironment. Ivhile policy ¢h8nge 18 oftén long-term, Trustees note that PbilaELthropy
Ijnpact's role has stren￿￿ened 8ector eollfidence, 8UPPtsrted increased coherence acro88 advoeaey
effort5. and ensured that the per8pective8 of profes￿0￿￿1 advisoys gnd Mnder8 are represent
more effectively in pubjic debate. Thi8 work help8 create the condition8 in which v41ue6-led wealth
8trategie8 can flourish.
The wider 800ietal impact of thiu work 18 increa6ingly viaible. C&pitAI inlluenced by Philanthropy
Impact'8 netWOTk 18 being directed towards addres8ing Complex ch&llènge8 ineluding climate
ehange, inequality. homele88ne88, htAlth education. Advi80rs Support￿ by Philanthropy
Impact Are better equipped to help clients align we&lth with value8 and long-term societal
outcome8, while charitie8 fjnd g0¢i81 enterpriBeB benefit from improved acce8$ tn informed funders
and more 8U8tainable partner8hip8.
Most 8LEnifieantly> Philanthropy Inipact's work 18 contributitig to the norma]i8ation of Falues-led
¢onverÈation8 within mainstream advisory practice. What wao once treated as specittliyt or
peripher&l is iJ)crea$ingly embedd8d within st￿dard wealth management, tax and legAI kdviee.
Trustee8 ￿eW this shift as a eritical long-terni outcome, as it reduce8 reliance on individual
champion8 4ndinst**d embeds sharedframeworks, skills and profe88ion&lnorm8 a¢TO8S the 8ectOT.
In 8ummary, the Organ￿￿tion'S impAet lies not only in the 8etivitie8 it delivers, but in the
behaviour8 It ¢hanges and the 8yStem8 It 8trengthen8. By building &a￿60ry eapthbi]ity, f08tering
eollaboration @nd 8h&pitig ptofe86Aonal And public narratiFeB. Phil8llthropy Impaet continue8 t
increase the flow of capital for good. Together with it8 member8 and partner8, Philanthropy tmpact
18 helping to create & more effeetive, connected and value8-aligned e(x18yStem for philanthropy and
impact inve8ting, delivering endUri￿g public benefit.
We have continued our approach of delivering Tesults that suppor¢ catslytic or systemic change,
tapaci¢y building at an Indi￿dual and institutional level and delivering SOCIAI impacL Our
Activities empl￿6]￿e 8trate8ic, long-term social tran5formAtitsn throu%h ero88-seethr eollaboration.
Our training* event and thought leadership prograTnmes enhance the infra8ttyJtture of the sector.
At the Same time, our work and the WOTk our members do, as they engage with our programmeg,
support the UN'8 Su8tainable Development Goals, for example..
Page 5

P￿]LA￿THROPy IMPACT
REPORT OF THE TRUSTEFS
FOR THE YEAR ENDED 30 SEIYEhtBER 2025
PhllAnthropy Jmpact
Re8uILIActivit
Building capacity of
profe86ionAI advisors for
imp8ctful BiFing and
inve8ting and £k￿rItieS for
Dlore effective partn8T8hipB
with advioors
Promoting itihpact inve8ting
and pbilantlwopy aen)88
m8mbtT nOtwotk8
ABS0¢1fdt￿ SDGl¥)
con)n￿nts
SDG 4: Quality Education Training and re80ur¢es pYoDJots
SDG 9: Indutstry,
lifelong learning and sector
Innovation and
SDG 8: Decent Work &
Economic Qrowlh
SDG 12: Re8pon8ible
Con8umption and
Production
SDG 10: Rèduced
Inequalitiea
SDG I: No Poverty
EDcourLge8 #￿tainable finanee
and resp0ti8ible bu8ine&8
practices A8 well a8 value8-ba&ed
approaches to money for g(
acr088 the $p&trum of capitAI.
Supp)rts collaborative effort8
targeting poveTty and
rgina]isation including
awarene86 rai8ing networkmg
events and podeasts.
Ci>nt8nt and advocacy rai8e
t]imatè aW8rene88 and Activate
capital. Creating A web page
8wifically addr888ing elimAts
i8sue8.
Equipping adviqots to support
their d￿ntS to dir￿ funding to
heolth and wial ¢au8eo.
Helps strengthen 8eetsJr
backbone and 8timulate 8ySte
thange.
Encourage8 inv88tm*tLt
innovatioD and Sector effieièncy.
Creating a web Dagè where
members can 8harè their impa
to in8pire otheY8.
Drives enabling environtllent for
philanthropy and cY068.seetor
partnersbip.
Cro88.8ector convening to
addreos inequality,
hom8lesBne84 and Bocial
Issues
Advaneing thought
leadèr8hip on philanthrop￿8
rol* in addr88smg elin￿te
SDG 13: Climate Action
Supporting project$ around
SDG 3.. Good Health and
health, wellbeing, 8nd s(xial Well-being
Inte￿allOn
Enabling unre8trActe
catalytic funding to
infrastructure
F￿llitatIllg blended Ell￿nce
and trt)oled fundB rnodels
SDG 17: PartneT8hip8 for
SDC 9.. llldustry.
Innovation and
Infrastrnetute
SDG 17.. Partnersbip8 for
the Goa18
Advocacy OD wJli¢y for
SDG 16.. Peace, Justi￿ &
Charitable giving and impact Stron¥ Institutions
inve8tment
SDG 17.. PaTtner8hip8 for
the Goals
SDG 4.. Quality FAwation
SDG 17: Partner8hips for
the Goal8
Championing knowledge
sharing and o￿n rebovree8
for practitioners
Empowers sector learnillg and
collaborative 8olution8.
Page 6

PHIIANTHROPY IMPACT
REPORT OF THE TRUSTBES
FOR THE YEAR ENDED 30 SEYfEMBER 2025
Our reach and engagement with our member8, SUPPOrter8 hnd followers have o)ntinued to improvè
{oee the infographie below).
Philanthropy
Impact
Soclal Medla
2,162
0 12.878
0323
Events
87
Ewnt Att•nd••s tyM•mb•Mlxp & Typ•
58%
Members
Mwnbof5h¥i CA4Y*rth 2025.24to2024.2S
40%
• • ¥ts15
39%
27%
Page 7

PHILANfHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEPTEMBER 202
Our membership is at the heart of everylhing we do. Over the past yegr. there h&s been a
8ignificant inerea8e in membership. with PA 39% ri8e in new membeT8 and a 40% b￿st in renewals
compared to the previou8 year. The in.year renewal Tate ITenewa18 amongst eligible n)ember8) w&8
890A. Initiatives like 'Coffee with us, have enhanced member interactio4 leading to an inerea8ed
renewej rate.
Current Initiatives - Supportlng Growth And Long-Term Su8tainablllty
During 2025 the Board oversaw the developmellt and approval of a compTehen8ive Revenue
Gn)wth *nd DiversifieatioD Roadmapcovering the next three years. The Roadmap 8et8 Out 8 hybrid
incorne model eombining membership, eArned income, sponsorship. and philanthropic grants.
4long8ide a clear Theory of Change and impact framework. A dedicated Roadmap Ta8k Force wa5
¢6t&b]i8hed to support prioritisation, Sequencing, and impl8m8ntstiott. The Roadmap is 8UPWSrting
revenue generation And growth underpinrring future organisational grovrth and imwL
ID p8r&llel, and consistettt with its Theory of Change. Philanthropy Impaet eontinued t4)
8UPPOrt the developrnent of the uIf$ emerging impact economy a8 a critical part of the enabling
infra8tructure requiTed to rnobi]ise private wealth for public benefit. Through its Public Affairs
Committee and it8 18 professional advisors, volunteers, Philanthropy Impact 8trcngtlLoned its role
as a tru8ted, independent voice on philanthropy, and impact inve8ting, engaging witTrL HM
Treasury, HMRC, DCMS, MP8, the Office for the In)pac¢ Economy withiTL the Cabinet Office, and
8tttr>r bodies including the Charity Tax Group, helping to bring practitioner insight, markel
intelligence and ¢ro$s-sectorper8peetives itito policy discu86ion8 thot 8h8pe the conditions wbieh
V8lue8-led capital can flow. Key areAS of focu8 included Gift Aid reforrn, non-aom tLX changes,
intergeneratio￿l wealth transfer, and the ease for philanthropy a8 UVIC iDfra8trueturo. Tru8tees
endorsed eontinued collaboration with Bector partners And exploration of longei-term poliey ideas
Over the past year, Philanthropy Impart has iJnplÈmented a foeused programme of initiative8
ae8igned not only to stren￿hell membership growth and brand posltioning, but a18Q to e8t8bli8h a
more resilient and sustainable operating model foT the organisation. These initi8tive5 were
informèd by a resryew of market needs. memberfeedba¢k, and the evol￿￿¥ Contextfor philanthropy
and impaet investing, whieh identified networking, community-building and learning a8 the aTea8
wIL6re Philanthropy Impa¢t could de]iver the 8reate8t lon8-teTm value and diffeTenti8ti0n.
Cèjjtrxl to thig appyoach is Philanthropy Impact's Tole a8 a leartiing and convening hub T￿thIn th8
advisory and philanthropic ee08ygtem. By providing hIgh.qU￿Ity in8ights, trn8ted r88ourc88
opportunities for collaboration, the organisation continue8 ts) support profess￿n￿l practics while
reinforeing its relevance as client dem8Thd foT valueB-led &dviee incre88eB. Thi8 focu8 h88
Ideypinned the orgAnisAtion'8 marketing, eng&geD)ent and income 8trategie8, contributillg to
imptroved visibility. sustained membership growth 8ELd Stronger financial foundation8.
A 8iguificant initiative during the year was the redesign of Philanthropy Impaet's ￿￿)￿ber3￿1p
packages. Following a comprehensive re￿ew, membership Lategories, benefits and pricing
Structures were refined ts ensure greater C￿￿tY, 8lignm*>nt with member needs and long.term
financial Èustainability. This work 8UPPOrted a successful transition back to full JnembeTship fees
following temporary pandenllc-Telated di8COUllts, with many ￿eMberS returning at higher
cojjtribution levels. The positive respons8 reflects increased eonfidence in the organisation'8 value
PTOPOSition and provides a more stable and predietable income base for future planning.
Page 8

PHILAI4THROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 80 SEPTEMBER 2025
Alongside thi8, Philantljropy Impact prioriti8ed the Te-e$t8bli$kLment and deepening of
relAtion8hip8 With members and stakeholders. Person￿lsea0￿tre8ch, forum8 and live events have
strengthened engagement and reiR)£orced the 8en8e of comxnunity that underpins member
retention. Informal initiatives Buch a8 the"Coffee with Us" progranime hf4ve enabled open dialogue
between memberg and staff, providing valuable insight into evolving Deeds while supporting a
relAtionship.led approach to growth. Theae interaetion8 have informed 8erviee developmènt and
he]ped a]ign organisational priorities with member expectationo.
Digital and content initiativès have been developed tL* 8UPPOrt both scale and sustainability. The
launch of a podcast seTi08 has extended Philanthropy Impact'8 reach beyond its immediate
roembership, attracting new audiences wkLile reinforeing its thought leader8hip. In parallel, the
orgarrisation invested in 8 redesigned w8b8ite that impToves usability, content delivery and
engagemenL New p&ges are being developed to showcase Mern￿r impaet, fundrai8ing aetivity and
environmental initiatives, furtheT enhancing the platforrn's rolo as a shAred re8ouree and vi8ibility
tool for the n8twork.
Investment in 8y8tem8 and iDfraotructure ha8 been another important driver of 8U8tainable
gTowth. The implementation of an enhanced cugtomer rel&tionship matsagemant 8y8tem has
8trengthened Philanthropy Imp8ct'8 &bi]ity to tr&ck eng8gcment, taibt communicationg and
respond effectively to member needs. Thia ha8 been (x*mplemented by a rodesigtted custs)mer
jOUTlley> whAeh map8 key touehpoints and ensurea A conaistent, high-quAlity experience throughout
the member lifecycle. Together, these change8 8UPPOrt retention, advwacy and more efficient U8e
of orgalli8Ational resouree8.
Re8earch ￿ntinUes to play a strategic role in reinforcing PhilAllthropy Imp8Ct'S Positioning and
long.teTm relevance. During the year, new Te5earLh on donor advi8ed funds in the UK and on the
philanthropic and impact investing preferences of Gen Z, Millenllia18 and WomeTL of Wealth wa8
dded to the website. ThiB work supports advisors in responding to shifting demographie8 and
valu05, while strengthening the organi8ation'6 role trusted source of in8ight. Further research
into value8-based advifA>ry rnodels and member focu6 groupg IB planned, 8UPPQrting contillUOU8
impTovement and innovation.
Effort8 ts diveT8ify income 8tream8 h8ve Continued ￿OngB￿de member8hip growth. While trading
activity declined significantly during the p&ndemie, r￿0Very 18 being supported through the
development of tsew elkarnitig produet8 and refreghed face-tsFface training offer8. Sponsorship h88
al80 been 8tretwhened. providing aligned organi8ationg Witb opportunities for bTand ￿8ibility,
thought leader8hip engagement with high.value Audieneo8. Th￿e initiative8 ¢ontTibuts to a
more balaneed income tijix and reduce reliance on any singlc revenue Bou￿e.
Throughout this period, risk ma￿gem￿nt and adaptability have rem￿lled eentral ts) Phiknthropy
Impact's approach. The OTgani8ation has d8monBtTated re￿Ilence in re8wJnding to e¢ononlle
uneertainty and changing operating conditions, while lllaintaining momentum and invÈ&ting in
future capability. Continued focu6 on digital pl&tforma, income diversification and strategic
p8rtn8rships will be crAtical to SUStaill￿g growth and managing risk over the medium term.
Collectively, the8e initiativeg siiprM>rt Phil&nthropy Impart's long-tsrm 8U8tainability and growth
tr8jettoty. By Btrengthètiing its operating model. deepening member relation8hip8 expAnding
its reach. the oryaniAatiotJ is well po8itioned to continue building influeDce, 8UPPOrting the 8ectOT
and incre88ing the tlow oetApital fot giK>d iti the yearB ahead.
Page 9

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED ao SEPTEMBER 2025
oking Ahead. The Next Three Year8
Over the next three years, Philanthropy lrnpact vrfill build on its e9tablished 8trength8 to deepe
in)pact, 8trengihen 8USt8inability, 8nd con801id8te its p05ition as a eentre of excellence within the
UK8 philantbropy and imp&ct investing ecosystem. The organi8ation'8 forw&rd 5tratÈgy is shAped
by its Theory of Change and infoTmed by evolving client demalld. ptsliey developments. 8tsd the
growing recognitiou of the impact economy a8 a CO￿ component of e￿￿o￿le and 80¢i81 Tenewal.
CentrAI to thi8 Strategy 18 Philantlllopy ImpacV6 di8tinctive Diche as an infrastructure
Oryani88tion that supports 8yBtem-level change. The ChaTity Fill continue tt) focu8 on
8trehgthetiing the &dvi80ry ￿arketplace by enhancing profe88iOllAI eapability, improving
¢onJ)ertivity Aeh)$6 8ertor8, and embedding valueo-led appro8che8 ￿tbIll main8tream wealth
anagement, tA4 legal, and private banking pyactice. Tru8teeo Consider this positioning critical
to aChIe￿llg SCAle delivering 8U8tained public benefit, as it enab1È8 Philanthropy Impact to
infiuenee bow e8Pit41 flows acr058 the wider 8y8tem rather than through direet deployment alone.
Enhancing the ¢ustonier and member journey will be a key priority over the ￿riod. Building on
iecent investment in digital ithstru¢ture. CUBts)mer relation8hip management, rede&gned
engagement pathway8. Philanthropy Imp&¢t will continue to improve how members aeeess
learning, networks, and re8ourceg. Thi$ include8 expanding digital and blended lear￿ttg,
strengthening peer-to-peer connection through platfom6 sueb as 28 Impact, and ensuring that
members are supported consistently throughout their engagen)ent vrith the organi8ation. These
developments are intended to irnprove retention, deepen participation, And support long-term
gyowth in member8hip and ADlluen¢e.
Phil*nthropy Impact will 4180 continuc to cvolve itB operating attd income )nodel to 8UPPOrt
re8i]ience and su8tainability. Th¢ organisation 18 progressing towards a more diverBified social
enterprige approaclL, combirring membeT8hip income with earned income from training, digital
learning, 8pon80r8hip, and partnership8. Trv8tee8 r8cogni8e that thi8 balanced model reduce8
reliAnce on any 8ingle income 8tream and support8 the Orga￿8￿tiOn.S ability to invest in
innovation, 8y8temFJ, and people. Unre8tricted funding remain8 Particularly important to
mttititaining agility, eDab]ingPhilanthYopy JmpaetknTe8pond to emètging opportunitie8 and $ector
needB.
Over the Thext threè years, Philanthropy Impaet wjll further 8tr8ngthen it5 role in shaping sects)r
8tandard8 andtbè enablingenvironmentfor philanthropy and impact investing. Through rege8rch,
thought lèadership, eonvening and policy engagement, Philanthropy Impact will continue to
eolltributt praetitioner I￿ight to public debate and po]icy di8cussion8. SUPPOrtin£ the devÈlopment
of the UK'S impaet economy. Thi8 work reinforces Philanthropy Impactg role AS a tn18ted,
independent cauEe neutral yo1￿ and Supports conditions in which values.aligned capital c&n be
mobili8ea more effectively.
AcroB8 all area8 of attivity. Trustees will eontinue to over8ee ri8k m8n&gèment and organi8atio))al
development. ensuring that grovrtb is matched by appropriate govern8nce, 8y8tems, and capacity.
By combining strategie elarity with adaptability, Philfjnthropy Impaet &irns to stren￿￿en it8 long-
tern) eontribution to publie benefi(8UPPOrting advi80r8. funder8, eharities and goeial entsryri8e8
to collaborate D￿re effectively and incTea8e the flow of capitsl for good.
Page 10

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEpfEMBER 2025
FINANCIAL REVIEW
Invo8tment Strat*gy And Ca8h Re8eTve
Our current 8tr&tegy keeps ca8lL t￿rVeS in the bank. but we are con8ideTiThg 8bifting to social
impact investmerkts to wtsntially enhallcè our worlr'B effectiveneB$.
Re8eTve8 Policy
Unrestricted funds. which are the ch￿Lty6 re8erYe8 in accounting terms, stood at £42,986 at 30
Septsmber 2025 (2023: £6,449 2024.. £6.449) wh3ch repre8ent8 around I month (2023: 1 week 2024..
I week) of expenditure at current ratèu.
However, in assessing the fin￿ClaI pjsition of tht eharity, the trustees a180 consideT balances of
income re￿]Ved from or owed by members and donors to covey expenditure in future peTiod5
(deferred income). This income 18 not included in tILe Btatement of financial aCti￿tieS until the
period to whieh it relates and is cgrried forward ott the balance sheet within creditors.
This pre-￿ndIng of activity reduces the need to cany re8erve8. At 30 September the balance of
deferred ineon)e was 259.803 (2023: £102,887 2024.. £117,744).
The totsl of unrestrlcted fund8 and deferred incorne rapitrsents tILe total balance held at the yeaT
end *vailAble to fund expenditure in the n8xt fmancial year and beyond. The total amount of
£102,289 (2023: £109,386 2024: £124,198) is 8qwval8nt to approximately 4 month8, expenditure at
eurrently planned leve￿12028. 4 months 2024.. 4 rnonths).
A8 the business tnodel of the charity evolves. the t￿￿t￿e8 will review their appTovAch to mFAnagitig
re&erve8 and adopt a revised po]icy whi& addre5888 future risk8 and opportunities.
Golng Concern
In assessing the financi81 position of the charity at 30 September 2025 the trustee8 have conBidered
the level of fund6 and deferred income held at that date aB well as the known and projected ineome
for the following year, together vrith planned expenditure. Taking account of these factors, the
trustees do not believe there is any material uncertainty regarding the charity'8 ability to continue
operating for the foreseeable future and a(￿ordInglY have present£d the attached accounts on
going eoncern basi8.
Financial Review
Flnancial Stability and Growth StrAtegy
Implen)enting our growth stTategy ￿￿5 to 801idify our financial b88e. The Trustee8 believe, bayed
on current budget8 and anticipatea itieome, that Philanthropy Impact 18 finall¢i8lly Btable and can
operate continuous
Finaneial High]ights of the Year
Total income for the current financial year wa8 £342,228 with £26.083 from trading activitie8.
ExpeJJ8e8 including membership ineome amounted to £805,686. Regul&r finAtteiAI reiriew8 confir
our ability to operate su8t4inably.
Ri8k Management
We recogllise risks like insuffieient ineomo and chall8nge8 in member engAgen)ent that could
impact our finanllal health. Efforts to mitigate the8e include elllLaneing programme quality,
increa8ing member Èngagement, and diver8ifying eunding wurceB. We engage with members to
gather feedbAek and &dapt our strategies aecordingly.
Page 11

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 30 SEIYEMBER 2025
Operational Reslllenc¢
We're mindful of the challenges small organisationB face, 6uch a8 8tsff turnover, and have
developed policie$ to maintain operational con6i6tellcy. Ongoing fundraising efforts complement
our ineome to 8UPPOrt our miuion.
STRUCTURE, GOVERNANCB AND MANAGEMENT
Legal Status and Governance
Philantl￿opY Impaet 1$ a registered charity and a Cornpany IAmited by Guarantee in England and
W8le8.
I¢ 18 governed by a Trustee Board with 6 kn 15 member Trustees, serving up to two eoD8ecutive
three-yeAr teTms. The Chair IÈ electsd annually.
Supporting Committee8:
Governance Nomlnatlon8 Conunittee
Bvaluate8 and strengthens the Board's comp08ition and etYertivene88, advocating for
inereased diver&ty and Yepyesentation in the profe88ional 8ervice8 8eetor.
Finance Committee
Monitor$ fulaneial health through qUArtÈYly and annual reviewB, en81JrinE re8pollBible
management of the oryani88tioh'$ finantcB.
Membership and Development Commlttee
Supports by enabling the team to maximiee revenue generation and market opportunitie8
to gTOW the orgaDisa¢ion ineluding innovation to addre88 Ch9￿gIllg membet8hip* e]iÈnt and
8takeholder8' need8.
Public Affalrs Committee
Leads advocacy efforts kn i))fiuence pub]ic policy related to philanthropy and ￿)¢181
investment, engaging with governmental bodies and public forum8 to r8pre8ent tbe
intsre8t6 of member8 and the broadeT sector.
Structure* governance and rnanagement
Trustee RecrUI¢n￿￿t
Trusteeg are 8eleeted through a careful llomination proce88 Witbin the membeT8hip
stakeholder networks, I￿u81n8 on div￿88 8kill8 and experience8 kn) strengtben the Board,
Capabilities.
OperatloDal Managenient
D#y-to-day operations are managed by four full.time staff, including the Chief Executive.
supported by freelance associates, consultants, and volunteer8. Tbe$e volunteer5 play a critiekl role
in event planning, content creation, and technical sUPPOrt.
Acknowledgement of Voluntser8
The Board appreciates th8 invaluable contribution8 of volunteers ts Phil8nthropy Impact'8 mission
and activities.
Page 12

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEES
FOR THE YUR ENDED 30 SEFfEF&BER 2025
REFERENCE AND ADMINISTRATIVE DETAIUg
Regl8tered CompAny number
03625777 (England and Wale8)
Reglstered Clwity number
1089157
Reglstered office
20 Old Bailey
Third Flfy)r
IKbndon
EC4M 7AN
Trustees
The DirectQT8 of the eompany are its Trustees fot tho purp06es of charity law. The TruBtees
during the year were as follows:
Rennie H¢)4re. (Chair)
Jo Bateson
Jamie Broderick
Cath Dovey
Sayah Farrow
Edward Finch
Cerio Gardner
Darshita Gillies
Arun Kelshiker
George King (Deputy Chair)
Keith Mfi¢DoJ)aid
Jaime Mcl£more
Nandu Patsl
Sarah S)ar
Independent EXan)￿ar
Aamir Kazi
Or¢om Civvals Linllted
Aeeountants
50 Seymour Str8et
ndon
WIH 7JG
Reference And Administratlve Details
Solicitors
Charl88 Russell Speechlys
S F188t Place
IdTrndtsn
EC4M 7RD
Page 13

PHILANTHROPY IMPACT
REPORT OF THE TRUSTEBS
FOR THE YEAR ENDED 30 SEPTEMBER 2025
Approved by ordeT olth¢ boAr& of truBt8è8 on 25 March 2026 and signed OL its l*ha]f by:
RHoaYe . TruBtee
Page 14

Aamir Kazi Aamir Kazi (Apr 24, 2026 10:44:45 GMT+1) 




PHILANTHROPY IMPACT
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 30 SEIYEMBER 2025
2025
Total
funds
2024
Tot91
funds
Unre8lricted Restrlcted
fund8
funds
Note8
INCOME AND ENDOIThENTS FROM
Donation8 membership
28&275
27065
316,140
294,869
Other tr&ding aetivitie8
Total
SIU58
27,865
342.223
308,341
EXPENDITURE ON
Rai8ing lund8
1,210
I,zio
1.087
Charitable activities
TrairLing, events publieation8
112,201
6,903
118,104
121,140
Other
164 410
21J62
186,S72
186,114
Total
277 821
305.686
308 341
NET INCOME
26,537
86,587
RECONCILIATION OF FUNDS
TotAI funds brought forward
6,449
6.471
6,471
TOTAL FUNDS CARRIED FORWARD
22
The notets form part of thege finaneial statementg
Page 16

PHILANTHROPY IMPACT
BALANCE SHEET
80 SEPTEMBER 2026
2025
Total
funds
2024
Totsl
funds
UnrestTiCted Restricted
funds
Note8
cuRREr￿ ASSETS
Debtors
Ca8b At bank
io
34,647
84.647
86.372
22.449
111 776
5,218
115.806
5,218
121,019
134.225
CREDITORS
Amounts falling due vrithin one year
li
(72.820)
(5,191)
(7&011)
(127.754)
NET CURRENT ASSETS
22
43,008
TOTAL ASSETS LESS CURRETrrr
LIABILITIES
42,986
22
43,1)08
6,471
Nvf AssETSI(L￿BILllTIES)
43,008
FUNDS
12
Unre8tri¢ted funds
Re8tricted funds
42,986
22
6,449
TOTAL FUT4DS
The eh8ritsble company 18 entitled to exgmption from audit under Section 477 of the compa￿85 Act
2006 for the year ended 30 September 2025.
The membèrÈ have not required the company to obtsin an audit of its financia18tatsment8 for the year
ended 30 September 2025 in ac￿rdanCe with Section 476 of the Compxnies Aet 2006.
The trustee5 acknowledge their responsibilitAe6 for
(a)
ensuTing that the charitable eompany keep8 al￿D￿nting r￿ordS that comply with Sections 886
and 387 of the Companies Act 2006 and
pr8p8ring E￿lanCIAl Btatsments which give a true and faTrr view of the 8tate of affair8 of the
charitable company 88 at the end of each financial year and of its 8urplus or deficit for each
financial ye8r in aewrdanee with the requirement$ of Sections 394 and 395 and which otherwi8e
comply witlL the requirements of the Companies Act 2006 relating to finaneial 8tstement8, $0 far
a8 applicable to the tharitable company.
(b)
The ￿￿te8 form part of these financial atatemento
Page 17
continued..

BALANCE SHEET- continued
30 SEPfEMBER 2025
These fillawial st&temeDts h&ve been prepar8d in accDrdance wlth the provisions appJic8ble to
th￿lÈ&b￿ eompanies Eubje¢t to tb8 comparrie6 regime.
The fmancial 5tatemetsts were &pprovedby the BDard of Trustse8 and allthotised fw i58ue on 25 Marth
2026 and 8igned oll its beha]£by'.
R Ho￿e . Tru8t8E
Th¢ notè$ form p¥rt oftbese r￿n¢la1 statements
P&ge 18

PHIL4NTHROPY IMPACT
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 SEPTE1￿BER 2026
ACCOUNTING POLICIES
Ba8is of preparing the finanelal 8tatements
The fmallciAI Bt&tements of the ChE￿lAble company, which is a public benefit entity under FRS
102, have been Prepared in accordance with the Charitie8 SORP IFRS 102) 'Accounting and
Reporting by Cb8ritie8.. St&t8ment of Rttommended PTaCtice applicable to charities preparing
their accounts in attordan(x with the FIn￿e1￿ Reporting Standard applic&bl8 in th8 UK and
Republic of treland (FTIS 102) (effective l January 20191,, PID￿CIal Reporting Stand￿d 102'The
Fin￿tial Reporting Standard &pplicable ill th8 UK R8pub]ic of Ir8land' the Comp8nie8
A¢t 2006. The fu]3nci418tatements have bgeu prepared wider the historical co8t cguvention.
The tTU8t8e8 COn￿der th&t theTe are no material uncertsintie8 about the charity'8 ability
continue a8 a going concern.
The presentation Currell￿ of the financial 8tstsment 18 Pound Sterling {£).
Income
All income 18 reeogn29ed in the Statement of Financial Activitie8 once the charity has entitlement
to the fund8, it is probable that the I?￿Ome will be reeeived and the amount can be measured
reliably. Funding Te¢eived in advan(* to 8UPPOrt planned activity in future periods is carried
foTw8Td as deferred income in the balance slLeet and recognised as income when said activity
t4ke8 place.
xpenditure
Liabilitie8 are recognised as expendi¢ure a8 8oon aB there 18 a legal or constructive obligation
commit¢ing the charity to that expenditure, it is probable that a transfer of economic benefits will
be required in Sett]en￿￿t twd the amount OE the obligation can be mea8ured reliably.
Expenditure is accounted for on an accruals basis and has been ela88ifLed under heading6 that
aggreg&ts all c08t related to the category. Where costs cannot be directly attributed to particular
heading$ they have been a]loc&ted to activities on a basis consistent with the u8e o£resource8.
TaxatiOJA
The charity 18 exempt from corpoTation tay on its charitable aetivities.
Fund accounting
UDTe8tricted fund8 can be used in accordall￿ with the charitable objeetive$ at the discretion of
the trustee8.
Re8tricted fund8 eAn only be used for particular restricted puryoses within thè objects of the
charity. RestrictiOJJ8 arise when specified by the donor or when funds are r￿Sed for particular
Yestricted purp08e8.
Further explantttion of tbe nAtiire And purpose of each fund 18 ineluded in the note8 to the
fittAnci&l statements.
Debts>r8
DebtOf8 include amounts owed to the charity for the pttsvision of 8erYiees and amounts the
charity hau pAid in advance for the serviee8 It will teceive And Are mea6ured At their recover&ble
amounts.
Creditor8
Creditor8 are recogni8ed where the charity haB PA present obligation resulting from & p&8t event
that will probably result in the tr&nsfer of fund8 to a third party and the anjount due to 8ettle
that obligation can be n)ea8ured reliably. Creditors are recognised at their 8ettJement Amount
after allowing for any trade di8eounts due.
Page 19
continued...

PHILANTHROPY IMPACT
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YL4R ENDED 30 SEPTEMBER 2025
DONATIONS AND MEMBERSHIP
2025
2024
Donation8 and grants
Membersbip 8ubseription9
226.363
89,777
237.036
816,140
294,859
During the year, the Ch￿tY received £29,038 12024.. £10,920) from Npr Transatiantie. The
dollations from NFY Transatlantic 0£ £24,906 12024: 25,977) forrn PArt of tbe restricted ineome
TgC?ived during the year.
The charity a]80 Teceived £1,000 frnm Paddy WalkeT 12024.. £Nil) which forni part of the
re6trictsd incomg Teeeived during the year and £lOO,000 (2024: £200,000) from Golden Bottle
Tru8t whi¢h WeTg unreotri¢ts
CHARITABLE ACTIVITIES
2025
2024
TrainAng, avtrnts 8rtd pub]ic8tionB
SUPPORT COSTS
Governance
costs
Management
Finance
Tot818
Other re80urce8 expended
173 331
981
12,060
186,872
Support CO8t4 included in the above, are a8 follow8:
2025
Other
re￿Urce8
expended
2024
Totsl
activitie8
Wages
o￿lee rent, utilities and insurance
Pro£e$$ional fees
Bank eharge$
Independent exanhination fees
Sundrie6
Accountancy fees
Bookkeeping costs
182,924
2316
88,191
981
1,842
300
3,414
122,769
1,559
49,477
609
1,748
448
3,252
186 372
186 114
Page 20
eontinued...

PHILANTHROPY IMPACT
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YEAR ENDED 30 SEPTEMBER 2026
NET INCOME
Net ineome 78 Stated thr charging..
2025
2024
Independent examiner'8 fee8
1.748
TRUSTEFS• REMUNERATION AND BENEFITS
There were Tho trLtstee8' remuneratiott or other benefits for the year ended 30 Septembet 2025 nor
for the year ended 30 September 2024.
Trustees, expen8e8
There were no tru8tse8' expen6eB paid for the year ended 30 September 2025 nor for tbe year
ended 30 Septsmber 2024.
STAFF COST8
The average monthly number of employee8 during the year wa8 a8 follow8:
2025
2024
Admini8trative
No employe85 received 8moluments in exceBB of £60,0(X).
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unre8tricted Restricted
fund8
Total
funds
INCOME AND ENDoWMEF￿s FROM
Donations and membership
200,280
94,679
294,859
Other trading aetivitiès
Total
213 762
94,579
308,341
EXPENDITURE ON
Raising funds
1.087
1,087
Charitable activitie6
Training. events and publication8
98,783
22.357
121.140
Othe
113,892
72,222
186,114
Total
213 762
NET INCOMB
Pag8 21
continued...

PHILAFrfHROPY IMPACT
NOTES TO THE FINANCIAL STATEMENTS- continued
FOR THE YEAR ENDED 30 SEPTEMBER 2026
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIViTIES- contlnued
Unrestricted Restrictsd
Totsj
funds
fund8
funds
RECONCILIATION OF FUNDS
Totsl fund8 brouglLt forw*rd
6,449
22
6,471
TOTAL FUNDS CARRIED
FORWARD
22
TANGIBLE FIXED ASSETS
Offieè
equipm8nt
COST
At l October 2024 and
80 September 2026
DEPRECIATION
At l October 2024 and
30 September 2025
NET BOOK VALUE
At 30 Septembet 2025
At 30 September 2024
10. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
2024
Trade debtor8
Other debtorB alld prepAyments
29,570
17,279
Page 22
continued...

PHILANTHROPY IMPACT
NOTES TO THE FINANCIAL STATEMENTS- contlnued
FOR THE YEAR ENDED 30 SEpfEMBER 2025
11. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
2024
Tradè ereditor$
Soeial security 8nd other tsxes
Other creditors
Deferred income
10,794
2,014
5,900
2,262
2,300
5,448
117,744
127 754
12. MOVE1￿ENT IN Fuf+lDS
Ngt
nwvemeut
in fi￿a8
At
1110124
At
3019125
Unrestricted funds
Gener8J fund
6,449
86,FJ37
42,986
ReslrAeted ￿llas
Restrietsd fwid
22
22
TOTAL FUNDS
6,471
Net movement in fundg, included in the above are as followb..
Incoming
resour￿6
Re80uree8 Movement
expended
in funds
UnrÈstrieted funds
Gener81 Ewid
814,358
(277,821)
36,587
Restrietèd fund8
Restricted fund
27,865
{27,865)
TI)TAL FUNDS
342.223
305,686
38.SJ7
The Testrictcd funds included &l)ove comprise the grants and donations 6Ct out in the narrative in
note 2. These were received from NIY Tran8atlantie and Paddy Walker to support Specific
8ctivitics undcrtgk¢EL by the charity. The amounts recognised ￿ income 8nd expenditure in
each year rellect the project acti￿ty.
Page 23
continued...

PHILANTHROPY IMPACT
NOTES TO THE FINANCIAL STATEMENTS- contlttuèd
FOR THE YEAR ENDED 80 SEPTEMBER 2026
13. RELATED PARTY DISCLOSURES
The Trustgeg aet a8 8uch in their per8oDai ¢apacity but are also related, by reason of their
occupation, to certaiD men)bers of the Charity.
One of the donor5 Df the Charity is The Golden Bottle Trust, stst up by C H08re & Co. The Chair
oePhilantlJropy IJnpac( Mr R HoAre 18 a Partner at C Hoara & Co.
Cath Dovey 18 a B¢)ard member of Philanthropy Impaet alld a trustee of Beacon Collaborative.
During the yeAr, the Charity received £14.100 (2024: £5,600) from its Board of Trustee8
donationa.
Included in PTofe88ional eonsultsttcy fee8 and profe88ional fee8 18 an amount of £73.111 (2024..
£68,641) p￿d by the Charity tr> Aperio-Group Europe Lin)Ated, a eomp&ny in whieh the Chief
Ex¢¢utive. Mr John Pepin 18 a d]r￿T.
14. LL4BILITY OF MEMBERS
The liability of eath member IB ]imited to £1.
Page 24

PHILANTHROPY IMPAVf
DETAILED STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 30 SEPTEMBER 2026
2026
2024
INCOME AND ENDOWMENTS
Donatlons and membership
Donation8 and grants
Member8hip sub8cTiPtions
226,363
237,036
316,140
294,859
Other traditig actisrytiè8
Training, èvént8 and pub]ic&tion8
26.088
13,482
Total ineoming re8oiircei
342,228
808,341
Rais￿g donations and legacie8
PEiDting, p08tage and 8tationery and
tslephone
1,210
1.087
Charitable activitie8
Conference travel, aeeommodation and
sub$istence
Conference And events cost5
IT and website nkailltenan
Profe8$ioRko1 con8ult4ney fee8
Advertising
18,29J
7,456
24.482
71,703
8.589
9,749
22,048
79,194
118,104
121,140
Support eosts
Management
Wages
Office rent, utilitie8 and inBurance
Profe8$ional fee8
132,924
2,216
122,769
1,559
178,381
178.80
Ffinance
Bank charge8
981
609
Governance costs
Independent exAmination fee5
8undrie$
Accollntancy fees
Carried fonvard
I￿4%
300
8.414
5.556
1,748
448
3,252
5,448
Thi8 page doe5 not form part of 8t*tutory fin4Dcial statsment$
Page 25

PHIL4NTHROPY IhlPAcr
DETAILED STATEMENT OF FINANCIAL ACTIVITILS
FOR THE YEAR ENDED 30 SEvfEMBER 2026
2025
2024
Governance costs
Brought foTwgrd
Bookkeeping costs
5,556
6.504
5,448
Tota] TesouTce8 expended
305 686
308 341
Not Income
Thi8 page doe8 not form part of the statutory fu￿￿e1￿1 8tatements
Page 26