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

INVESTREAM CHARITABLE TRUST

Registered charity 1097052 · accounts filings on the Charity Commission register

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.

What the accounts disclose

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).

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).

Trustees

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?

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
SF FOUNDATION1£33k
THE KNIGHTLAND FOUNDATION1£30k

Charities like this

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