The Investment Managers' Charitable Trust

Analysis

The Investment Managers' Charitable Trust is a registered charity in England and Wales, based in Middlesex. It was registered in September 2019, 7 years ago. Its declared purposes cover general charitable purposes, education/training and other charitable purposes, which this site groups under education and training. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to individuals, makes grants to organisations and provides advocacy/advice/information.

In the financial year ending September 2025, The Investment Managers' Charitable Trust reported income of £28k and spending of £3,911, leaving 86% of income unspent that year. Across the 5 years on record, from September 2021 to September 2025, income fell from £45k to £28k (-39%), an average of -12% a year. The sharpest change came in the year to September 2024, when income rose by 722%. Over the whole period it spent 10% of the income it received.

Among 21,402 England and Wales charities whose main cause is education and training and that reported income, The Investment Managers' Charitable Trust sits at the 58th percentile: it is larger than about 58% of them. Against every charity in England and Wales with reported income it ranks in the 51st percentile. Charities of a similar size with the same main cause include St Francis School Fund (Lincoln) (£28k), Wilburton Out of School Club (£28k) and Lightcliffe Scout Group (£28k).

Data notes from the register: The latest annual return was received after its deadline.