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
Causes: General Charitable Purposes · Education/training · website · Get email alerts
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
Reserves position: below the charity's own stated reserves policy (held: £138k; policy: short term financial stability and allow time to secure alternative sources of funding, in the event of a significant drop in income)
“At the end of the year reserves, all unrestricted, stood at £138k (2024: £285k) which the Trustees believe is in line with the overall organisational policy.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Amount owed by group entities
“At the balance sheet date the charity was owed £120,250 (2024: £291,015) by The Philanthropy Workshop, its controlling party. This amount is interest free and repayable on demand.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
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.
- 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
Is THE INSTITUTE FOR PHILANTHROPY financially healthy?
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. Its FY2025 accounts were independently examined.
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.
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Semantically similar by activities and financial character, from our analysed corpus. Compare with INSTITUTE FOR EMPLOYMENT STUDIES.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.