**To**
## **Trustees' Annual Report for the period**
Period start date Period end date 1 April 2023 31 March 2024
**From**
Section A Reference and administration details
**Charity name** Ethical Finance and Investment Research Foundation
**Other names charity is known by** EFAIR Foundation
**Registered charity number (if any)** 1166673 **Charity's principal address** 601 International House 223 Regent Street London **Postcode W1B 2QD** ~~ee~~ **Names of the charity trustees who manage the charity Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** 1 N Dzolkarnaini Whole year 2 M Minhat Whole year 3 M Abdullah Whole year 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 ~~ee~~ **Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year**
**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**
**Name**
**Address**|||
||||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
||||
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
Constitution
- (eg. trust deed, constitution)
CIO How the charity is constituted
- (eg. trust, association, company)
Appointed by the existing trustees Trustee selection methods
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
The objectives of the CIO are to advance the education of the public on the subject of ethical finance and investment, and to promote research for the public benefit in all aspects of that subject and to publish the useful results.
**TAR**
March **2012**
2
- Activities undertaken: advancing intellectual discourse on ethical issues in finance and investment practices.
- Example of charitable benefit provided:
- Sharing posts relating to ethical finance to the public through social media.
- Hosting and contributing to conversations relating to ethical finance issues.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
Section D Achievements and performance
The charity trustees have expanded engagement participated in sharing **Summary of the main** articles relating to ethical finance to the public through social media. **achievements of the charity during the year**
**TAR**
March **2012**
4
**Section E Financial review** The charity does not have a reserves policy. **Brief statement of the charity’s policy on reserves Details of any funds materially in deficit** ~~_—_~~ **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: • the charity’s principal sources of funds (including any fundraising); • how expenditure has supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted. **Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees’ report above.** ~~__~~ **Signed on behalf of the charity’s trustees Signature(s) Full name(s)** Nazam Dzolkarnaini **Position (eg Secretary, Chair,** Chairman **etc) Date** 31 January 2025
**TAR**
March **2012**
5
**EFAIR Foundation 1166673 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01.04.2023 31.03.2024 ~~ee ee ee ee~~
|**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||**Unrestricted**
**funds**|||**Restricted**
**funds**||**Endowment**
**funds**||**Total funds**||**Last year**||
|||**to the nearest £**|**to the nearest £**|**to the nearest £**|**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**||
|**A1 Receipts**|||||||||||||
|Donations||**242**|**242**||**-**||**-**||**242**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|**_Sub total_**_(Gross income for_
_AR)_|_(Gross income for_
_AR)_|**242**|**242**||**-**||**-**||**242**||**-**||
|**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**242**
**-**
**-**
**242**
**-**
~~—————~~|||||||||||||
|**A3 Payments**|||||||||||||
|Governance costs||**84**|**84**||**-**||**-**||**84**||**-**||
|Charitable activities||**158**|**158**||**-**||**-**||**158**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|||**-**|**-**||**-**||**-**||**-**||**-**||
|**_Sub total_ **||**242**|**242**||**-**||**-**||**242**||**-**||
|**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_**
**242**
**-**
**-**
**242**
**-**
~~——————~~|||||||||||||
|**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**- 0**
**-**
**- - 0**
**-**
**-**
**- -**
**-**
**-**
**-**
**- -**
**-**
**-**
**- 0**
**-**
**- - 0**
**-**
~~—_—==S=S=>~~||||||||||||
CCXX R1 accounts (SS)
31/01/2025
1
|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|||
|---|---|---|---|---|
|||**Unrestricted**
**Restricted**||**Endowment**|
|**Categories**|**Details**|**funds**
**funds**||**funds**|
|||**to nearest £**
**to nearest £**||**to nearest £**|
|**B1 Cash funds**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Total cash funds_**
(agree balances with receipts and payments
~~===>~~||||
||account(s))|OK
OK||OK|
|||**Unrestricted**
**Restricted**||**Endowment**|
|||**funds**
**funds**||**funds**|
||**Details**|**to nearest £**
**to nearest £**||**to nearest £**|
|**B2 Other monetary assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~—===~~||||
|**B3 Investment assets**|**Fund to which**
**asset belongs**
**Cost (optional)**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Details**
~~ee~~||||
|**B4 Assets retained for the**
**charity’s own use**|**Fund to which**
**asset belongs**
**Cost (optional)**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Details**
~~mee~~||||
|||**Fund to which**
**Amount due**||**When due**|
|Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
CCXX R2 accounts (SS)|**liability relates**
**(optional)**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Date of
approval
31-Jan-25
**Details**
Print Name
N Dzolkarnaini
Signature
2
31/01/2025
~~—~~||||