CAPSTONE INVESTMENT ADVISORS FOUNDATION UK

Registered charity 1210943 · accounts filings on the Charity Commission register

The charity has been established as a grant-maker, making grants to other UK charities.

Objects

THE OBJECTS OF THE CHARITY ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES UNDER THE LAW OF ENGLAND AND WALES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.

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 · Grant history (this charity is a funder) · 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 ended the year with unrestricted reserves of £(12,066), representing a deficit. The trustees note that the founder member, Capstone Investment Advisors (UK), LLP, has undertaken to make further donations to meet this deficit and ongoing operating costs. Consequently, the trustees consider the charity to have 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

Accounts audited by Moore Kingston Smith LLP. Discloses 4 of 6 completeness components.

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.

• Internal charity financial controls 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 2 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2024 (received 16/03/2026, 136 days after the 31/10/2025 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.

Corporate structure

• Registered company of the charity Companies House 15736713

Public fundraising profile: JustGiving — Capstone Investment Advisors Foundation UK (matched by registered charity number).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• GRIMM, Cristin Michelle, Ms. — director, appointed 30/04/2026on trustee list
• WALL, Philip Graham — director, appointed 01/02/2025on trustee list
• RAHBAR, Peter — director, appointed 23/05/2024on trustee list
• STOTT, Thomas Frank — director, appointed 23/05/2024on trustee list

Official officers record.

Trustees · trustee networks

• Cristin Grimm
• PETER RAHBAR
• Philip Graham Wall
• THOMAS FRANK STOTT

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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 THE CAPSTONE CARE LEAVERS' TRUST.

• THE CAPSTONE CARE LEAVERS' TRUST income £65k
• ASSOCIATION OF CHARITABLE FOUNDATIONS income £1.7m
• PROWTING CHARITABLE FOUNDATION income £140k
• CHIPPENHAM CAP CENTRE income £33k
• UK GIVES LTD income £1.5m
• GRAFF FOUNDATION income £1.4m

Side by side with its peers

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