PHILANTHROPY IMPACT
A world where individuals and families engage in values driven investment and philanthropy, supported by professional advisors. Increasing the flow of capital for good by enabling private clients and their families to match their purpose driven wealth strategies with their values, capturing their sustainable, social and impact investment and philanthropy preferences across the spectrum of capital.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £42,986, representing approximately one month of expenditure, while total available funds including deferred income were £102,289, equivalent to four months of expenditure. The trustees report that the charity is financially stable and has no material uncertainty regarding its ability to continue operating for the foreseeable future.
What the accounts disclose
“One of the donors of the Charity is The Golden Bottle Trust, set up by C Hoare & Co. The Chair of Philanthropy Impact, Mr R Hoare is a Partner at C Hoare & Co.” — page 26
“Included in professional consultancy fees and professional fees is an amount of £73,111 (2024: £68,641) paid by the Charity to Aperio-Group Europe Limited, a company in which the Chief Executive, Mr John Pepin is a director.” — page 26
“One of the donors of the Charity is The Golden Bottle Trust, set up by C Hoare & Co. The Chair of Philanthropy Impact, Mr R Hoare is a Partner at C Hoare & Co.” — page 26
“Included in professional consultancy fees and professional fees is an amount of £73,111 (2024: £68,641) paid by the Charity to Aperio-Group Europe Limited, a company in which the Chief Executive, Mr John Pepin is a director.” — page 26
“One of the donors of the Charity is The Golden Bottle Trust, set up by C Hoare & Co. The Chair of Philanthropy Impact, Mr R Hoare is a Partner at C Hoare & Co.” — page 26
“Included in professional consultancy fees and professional fees is an amount of £73,111 (2024: £68,641) paid by the Charity to Aperio-Group Europe Limited, a company in which the Chief Executive, Mr John Pepin is a director.” — page 26
Trustees
- Arun Kelshiker
- CERIS MARY GARDNER
- DARSHITA GILLIES
- Edward Finch
- George King IV CFA
- Jaime McLemore
- James Broderick
- Jo Bateson
- Keith MacDonald
- Nandu Patel
- Sarah Soar
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £342k | £306k |
| 30/09/2024 | £308k | £308k |
| 30/09/2023 | £326k | £326k |
| 30/09/2022 | £306k | £308k |
| 30/09/2021 | £302k | £302k |
Common questions
Is PHILANTHROPY IMPACT financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £42,986, representing approximately one month of expenditure, while total available funds including deferred income were £102,289, equivalent to four months of expenditure. The trustees report that the charity is financially stable and has no material uncertainty regarding its ability to continue operating for the foreseeable future. Its FY2025 accounts were independently examined.
Who funds PHILANTHROPY IMPACT?
Funders whose own accounts filings name PHILANTHROPY IMPACT as a grant recipient include MAECENAS.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| MAECENAS | FY2025 | £4k |