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

INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)

Registered charity 266395 · accounts filings on the Charity Commission register · also known as IOE, THE INSTITUTE OF EXPORT

Education and Training in International Trade

Causes: Education/training · website · Get email alerts

Latest income
£7.8m
Latest spending
£7.9m
Registered
1976
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity ceased trading and transferred all assets and liabilities to a new entity on 1 July 2024, resulting in a net transfer of £23,694,105. The remaining unrestricted funds of £1,286,873 are held in cash and will be transferred before the entity is wound up. The auditor's report highlights that the financial statements were prepared on a basis other than going concern due to this transfer.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Going concern: accounts NOT prepared on a going-concern basis (closing, merging or winding up)
“Therefore, the Trustees do not consider it appropriate to adopt the going concern basis of accounting in preparing these financial statements. Accordingly, the financial statements have been prepared on a basis other than going concern as described in note 2.2.” — page 7
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Trustees purchased membership at normal published rates.
“During the year, some of the Trustee Directors purchased membership to The Institute of Export and International Trade at normal published rates.” — page 34
“During the year, 10 (2023 - 9) Trustees were reimbursed travelling and subsistence expenses during the execution of Trustees' responsibilities totalling £30,039 (2023 - £33,075).” — page 27
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Trustees reimbursed for travel and subsistence expenses.
“During the year, some of the Trustee Directors purchased membership to The Institute of Export and International Trade at normal published rates.” — page 34
“During the year, 10 (2023 - 9) Trustees were reimbursed travelling and subsistence expenses during the execution of Trustees' responsibilities totalling £30,039 (2023 - £33,075).” — page 27
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Director General reimbursed for travel and subsistence.
“During the year, some of the Trustee Directors purchased membership to The Institute of Export and International Trade at normal published rates.” — page 34
“During the year, 10 (2023 - 9) Trustees were reimbursed travelling and subsistence expenses during the execution of Trustees' responsibilities totalling £30,039 (2023 - £33,075).” — page 27
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by MHA. Discloses 3 of 6 completeness components.

Corporate structure

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.

Official officers record.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£7.8m
Total spending
£7.9m
Cost of raising funds
£122k
Reserves (reported)
£1.3m
Employees
166

Reported reserves equal ~1.9 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (91% 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: 1.6% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£7.8m£7.9m
31/12/2023£15.7m£15.3m
31/12/2022£16.4m£11.6m
31/12/2021£20.3m£10.3m
31/12/2020£12.8m£5.4m

Common questions

Is INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE) financially healthy?

Per its FY2024 accounts: The accounts state that the charity ceased trading and transferred all assets and liabilities to a new entity on 1 July 2024, resulting in a net transfer of £23,694,105. The remaining unrestricted funds of £1,286,873 are held in cash and will be transferred before the entity is wound up. The auditor's report highlights that the financial statements were prepared on a basis other than going concern due to this transfer. Its FY2024 accounts were audited by MHA.

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
Alex Ferry Foundation1£30k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CHARTERED INSTITUTE OF EXPORT & INTERNATIONAL TRADE.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
INSTITUTE OF EXPORT AND INTERNATIONAL TRADE (THE)£7.8m——unclear—not going concern
THE CHARTERED INSTITUTE OF EXPORT & INTERNATIONAL TRADE FY2024£16.1m£240,001 - £250,000—above—no doubt
NETA TRAINING TRUST FY2025£164k—0below—not going concern
THE INSTITUTE OF COMMERCIAL MANAGEMENT LIMITED FY2025£1.1m£138,5822unclear—no doubt
INTERNATIONAL SCHOOLS OF BUSINESS MANAGEMENT LIMITED FY2025£479k—0above—no doubt
INSTITUTE OF EMPLOYMENT RIGHTS FY2025£150k—0unclear—no doubt

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