Overall GiG Score: -7 ?
Finance Score: -4
Governance Score: -3
Support Score: 0
  • Liabilities <10%: +3
  • Accounts overdue -5
  • Spending falling: -1
  • but now stabilising: +1
  • Multiple Deficits: -2
  • 2 Trustees: -2
  • No supporters identified

INVESTREAM CHARITABLE TRUST 

To distribute grants to charitable causes consistent with overall charitable objectives of the Trust
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet

Regulatory & Governance issues to consider:

  • There are only 2 trustees

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end but spending has been increasing rapidly
  • Latest accounts are overdue for filing
  • Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
  • On several occasions in recent years income has been less than spending
Established: 21 years

02074862800

Charity Commission for England and Wales
UN SDGs
?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/04/22£1,409£913£496£0£1,193£1,19315.700
30/04/21£312£353£-41n/an/an/an/an/a0
30/04/20£3£842£-839n/an/an/an/an/a0
30/04/19£111£895£-784n/an/an/an/an/a0
30/04/18£4,022£1,877£2,145£0£2,361£2,36115.100
30/04/17£865£556£309£0£216£2164.700
30/04/16£344£698£-355£0£0£0n/a00
30/04/15£1,211£1,045£165£2£262£262300
30/04/14£1,300£1,210£90£1£96£96100
30/04/13*£950£1,014£-64£1£6£60.100
30/04/12£455£519£-64£0£0£0n/a00
30/04/11£332£571£-239£0£0£0n/a00
30/04/10£437£644£-208£0£0£0n/a00
30/04/09£587£1,972£-1,386£1£582£5823.500
30/04/08£4,234£2,645£1,589£1£1,768£1,768800
30/04/07£1,533£1,746£-213£1£179£1791.200
30/04/06£1,336£1,092£244£0£0£0n/a00
30/04/05£322£347£-25£0£0£0n/a00
30/04/04£323£150£173£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15.7 months
Net Current Assets/Spending: 9 months
Quick Ratio: 84.8
Asset Split ?
What it does
  • Accommodation/Housing
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • Overseas Aid/Famine Relief
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
How it operates
  • Makes Grants to Organisations
Where it operates
  • Throughout England And Wales,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Legal constitution
  • Charity registered in England & Wales on 15/04/2003, number: 1097052
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
Filing Record
19 returns made; AR13: 103 days late,
Main office

INVESTREAM LTD
1 Portland Place
LONDON
W1B 1PN

Objectives

(I) THE ADVANCEMENT OF EDUCATION(II) THE RELIEF OF POVERTY AND INFIRMITY(III) SUCH OTHER PURPOSES BENEFICIAL TO THE COMMUNITY AS ARE CONSIDERED BY ENGLISH LAW TO BE CHARITABLE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WORLDWIDE

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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