Charity Accounts Intelreading the accounts so you don’t have to

INVESTREAM CHARITABLE TRUST

Registered charity 1097052 · accounts filings on the Charity Commission register

To distribute grants to charitable causes consistent with overall charitable objectives of the Trust

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · Get email alerts

Latest income
£153k
Latest spending
£189k
Registered
2003
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust held unrestricted reserves of £528,253 as of 30 April 2025, which the Trustees consider adequate to meet grant-making commitments for a period of 12 months. The Trust reported a net deficit of £35,748 for the year, resulting from charitable expenditure exceeding incoming resources. The Trustees maintain that the Trust has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Largest income source: Donations (100% of income)
“The Trust's primary source of income derives from donations made by Mark Morris, a Trustee, and entities related to him.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: 12 months (held: £528k)
“It is the Trust’s policy to retain free reserves sufficient to cover its grant making commitments for a period of 12 months from the balance sheet date.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from entity under common control
“During the year, the trust received donations totalling £152,400 (2024: 250,000) from an entity under common control.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.

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

Structured financials (annual return, FY ending 30/04/2023)

Total income
£822k
Total spending
£786k
Reserves (reported)
£1.2m
Employees
0

Reported reserves equal ~18.7 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/04/2025£153k£189k
30/04/2024£330k£994k
30/04/2023£822k£786k
30/04/2022£1.4m£913k
30/04/2021£312k£353k

Common questions

Is INVESTREAM CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust held unrestricted reserves of £528,253 as of 30 April 2025, which the Trustees consider adequate to meet grant-making commitments for a period of 12 months. The Trust reported a net deficit of £35,748 for the year, resulting from charitable expenditure exceeding incoming resources. The Trustees maintain that the Trust has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
THE KNIGHTLAND FOUNDATION1£80k
SF FOUNDATION1£33k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SCHREIBER CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
INVESTREAM CHARITABLE TRUST£153k—0above—no doubt
SCHREIBER CHARITABLE TRUST FY2025£820k—0unclear—no doubt
DELVES CHARITABLE TRUST FY2025£222k—0above—no doubt
THE AIMWELL CHARITABLE TRUST FY2025£608k—0unclear—no doubt
MEKADSHEI SHEVEI CHARITABLE TRUST FY2025£156k—0unclear—no doubt
EVERSHEDS SUTHERLAND (INTERNATIONAL) CHARITABLE TRUST FY2025£519k—0above—no doubt

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