OpenCharities

The Investment Managers' Charitable Trust

Country
England & Wales
Charity number
1185382
Status
Registered
Registered
Sept. 18, 2019
Legal form
CIO

Address

Address
80 Holly Bush Lane
HAMPTON
Middlesex
TW12 2RB

Activities

The advancement of education of the public in the knowledge and understanding of investmentmanagement, the role of investment managers and related aspects of personal finance.

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.

Classification

How
Makes Grants To Individuals, Makes Grants To Organisations, Provides Advocacy/advice/information
What
General Charitable Purposes, Education/training, Other Charitable Purposes
Who
The General Public/mankind

Areas of operation

Country
Northern Ireland, Scotland
Region
Throughout England And Wales

Finances

Period end Income Expenditure
Sept. 30, 2024 £56,829 £3,710
Sept. 30, 2023 £6,912 £2,652
Sept. 30, 2022 £15,992 £2,657
Sept. 30, 2021 £44,957 £3,005
Sept. 30, 2020 £16,340 £5,150

Trustees

Name Appointed
Andrew Leighton Craig Bell June 12, 2019
Amos Dadzie Oct. 14, 2024
Anthony Harvey Yadgaroff Jan. 21, 2022
Celia Patricia da Silva Huber Soares June 12, 2019
Erik Per Oscar Berggren May 13, 2021
Melissa Frances Rose Longley June 12, 2019
Roberta Sanminiatelli Jan. 6, 2021
Tarandeep Singh Panesar May 13, 2021
Virginia Salter Dec. 17, 2019