## **Trustees’ Annual Report for the period**
**From Period start date To Period end date**
## **Charity name:**
## **Charity registration number:**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The advancement of education of the**
**public in the knowledge and**
**understanding of investment**
**management, the role of investment**
**managers and related aspects of**
**personal finance.**|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|
General Charitable
Purposes
Education/training
Other Charitable Purposes|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Yes**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**Providing bursaries to students who want**
**to pursue a career within the investment**
**management industry but do not have a**
**direct link into the industry. In addition,**
**mentorship is provided.**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|
Achievements against
objectives set|
Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**Charity continued to build its funds to**
**help its cause.**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**N/A**|
|Amount of reserves held|Para 1.22|**N/A**|
|Reasons for holding zero
reserves|Para 1.22|**Cash held for donating to supporting**
**causes**|
|Details of fund materially in
deficit|Para 1.24|**N/A**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47||
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:||**CIO**|
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust deed**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Elected by the board of trustees.**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|
Policies and procedures
adopted for the induction and
training of trustees|
Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|THE INVESTMENT MANAGERS'CHARITABLE TRUST|
|---|---|
|Other name the charity uses|IMCT|
|Registered charity number|1185382|
|Charity’s principal address|29 Langford Crescent
Cockfosters
BARNET
London
EN4 9EG|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||AnthonyYadgaroff|Chair|||
||Celia Soares|Secretary|||
||Tarandeep
Panesar|Treasurer|||
||Melissa Longley|Immediate past
Master of the GoIM -
Trustee|||
||Henry Pollard|Master of the GoIM -
Trustee|||
||Roberta
Sanminiatelli|Trustee|||
||Andrew Bell|Trustee|||
||Erik Berggren|Trustee|||
||Virginia Salter|Trustee|||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
– Corporate trustees names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
N/A
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Tarandeep Panesar **Full name(s)** Anthony Yadgaroff
**Position (eg Secretary,** Chair Treasurer **Chair, etc)**
**Date**
25/06/2024
**The Investment Managers' Charitable Trust**
**1185382**
## **Receipts and payments accounts**
**ts and payments accountspayments accountsayments accountsyments accountsments accounts CC16a** 10/1/2022 9/30/2023
**For the period from**
**To**
## **Section A Receipts and payments**
**Total funds - Total funds - Current year Last year to the nearest £ to the nearest £**
## **A1 Receipts**
|CAF Cheques|**-**||**2,663**|
|---|---|---|---|
|Corporate Donations|**2,219**||**11,500**|
|Individual Donations|**4,411**||**1,015**|
|Interest EarningAccount CCLA|**82**||**-**|
|Gift Aid|**-**||**815**|
|Compensation|**200**||**-**|
|**_Total receipts_ **|**6,912**||**15,992**|
|**A3 Payments**
Website Development and Maintenance
**432**
Insurance Fees
**190**
RegulatoryFees
**35**
Platform Fees
**-**
Donations Made
**1,500**
BursaryPayments
**496**
**_Total payments_ 2,652**
**_Net of receipts/(payments)_ 4,260**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**66,478**
**_Cash funds this year end_ 70,738**|**A3 Payments**
Website Development and Maintenance
**432**
Insurance Fees
**190**
RegulatoryFees
**35**
Platform Fees
**-**
Donations Made
**1,500**
BursaryPayments
**496**
**_Total payments_ 2,652**
**_Net of receipts/(payments)_ 4,260**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**66,478**
**_Cash funds this year end_ 70,738**||
|---|---|---|
|Website Development and Maintenance|**432**|**432**|
|Insurance Fees|**190**|**190**|
|RegulatoryFees|**35**|**40**|
|Platform Fees|**-**|**29**|
|Donations Made|**1,500**|**1,250**|
|BursaryPayments|**496**|**715**|
|**_Total payments_ **|**2,652**|**2,656**|
|**_Net of receipts/(payments)_ **
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_ **|||
||**4,260**|**13,337**|
||**-**|**-**|
||**66,478**|**53,142**|
||**70,738**|**66,478**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Total cash funds
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**70,738**
**70,738**
OK
Print Name
Anthony Yardgroff
Tarandeep Panesar
**Unrestricted**
**funds**|Date of
approval|
|---|---|---|---|
|||Anthony Yardgroff|6/24/2024|
|||Tarandeep Panesar|6/24/2024|