THE INSTITUTE FOR PHILANTHROPY

Registered charity 1093927 · accounts filings on the Charity Commission register

Our mission is increasing and catalysing positive social change and our strategy focuses on:- providing knowledge development opportunities and thought leadership for philanthropists and the philanthropic community- nurturing a network of philanthropists who learn from each other and work together to magnify their impact

Objects

TO ADVANCE EDUCATION AND TO PROMOTE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES AND THE EFFECTIVE USE OF CHARITABLE RESOURCES

Area of benefit: NATIONAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · website · Get email alerts

Registered contact address: Westminster, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £147,345 for the year ended 31 December 2025, resulting in unrestricted reserves falling to £138,071 from £285,416 the previous year. The trustees note that these reserves are in line with their policy to hold funds for short-term financial stability. The charity relies on a letter of support from its US parent organization, The Philanthropy Workshop, pledging financial support for future activities if required.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Year-over-year changes

• Reserves position vs the charity's own policy moved from "within" (FY2024) to "below" (FY2025).
• Going concern: going-concern doubt noted (FY2024) → no going-concern doubt (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investment
• Paying staff
• Risk management
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2021 (received 30/12/2022, 60 days after the 31/10/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Kate Symondson
• Lorene Arey
• Traci Maddock

Trustee list from the Charity Commission register (current, not historical).

Operates in: United States

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with INSTITUTE FOR SUSTAINABLE PHILANTHROPY.

• INSTITUTE FOR SUSTAINABLE PHILANTHROPY income £421k
• THE PHILANTHROPY FOUNDATION income £378k
• CHARTERED INSTITUTE OF FUNDRAISING income £4.4m
• The Trust Foundation income £2.5m
• FOUNDATION MATTERS income £366k
• THE INSTITUTE FOR POLICY RESEARCH income £201k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.