THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT

Registered charity 313376 · accounts filings on the Charity Commission register · also known as THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT INT

Promoting, encouraging and co-ordinating the study of the science and art of logistics and transport in all aspects - by facilitating and providing access to information, education and training as well as producing publications and organising meetings, lectures, exhibitions and conferences on a worldwide basis through over 40 recognised national organisations.

Causes: Education/training · website · Get email alerts

Latest income

£1.2m

Latest spending

£870k

Registered

1964

Accounts read

FY2025

Financial health, per its FY2025 accounts

The charity reported a total surplus of £409.6k for the year, with unrestricted net income before investments of £348.9k. Unrestricted reserves stood at £981.9k, which the trustees consider sufficient as it represents more than six months of annual expenditure. The charity maintains a diversified investment portfolio and holds £746.1k in cash, positioning it well for future strategic investments.

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

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — below the median for charities its size (£70k)

“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2025 No. 2 In the band £60,001 - £70,000” — page 34

Per its FY2025 accounts as filed with the Charity Commission.

Employees paid over £60,000: 2

“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2025 No. 2 In the band £60,001 - £70,000” — page 34

Per its FY2025 accounts as filed with the Charity Commission.

Largest income source: Education (88% of income)

“Income from education continues to be the main revenue stream at £1,060.6k (£957k previous year).”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: six months to two years of annual expenditure (held: £982k)

“The trustees have decided that free reserves will be targeted to fall within an acceptable operating range of a minimum of the equivalent of six months’ annual expenditure and a maximum of the equivalent of two years’ annual expenditure as disclosed in the latest audited accounts.”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Note 21

“Steven Meyerhoff, a trustee, is the Legal Director of Backhouse Jones LLP. During the year the charity paid £2,295 (2024: £nil) to Backhouse Jones LLP. At the year end no monies were owed by the charity to Backhouse Jones LLP.” — page 41

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Bishop Fleming Audit Limited. Discloses 6 of 6 completeness components.

Year-over-year changes

Employees paid over £60,000: 0 (FY2024) → 2 (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Leadership, per the charity’s website

Ruth Francis — Director (source)
Paul Macdonald — Secretary General (source)
Kerry Everett — Honorary Treasurer and Trustee (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 30/09/2025)

Total income

£1.2m

Total spending

£870k

Cost of raising funds

£5k

Reserves (reported)

£790k

Employees

7

Reported reserves equal ~10.9 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (98% 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: 0.4% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Jan Steenberg
Kerry Everett
Michael Bourlakis
Romesh david
Steven Meyerhoff
Wai Ming Vicky Koo

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

Operates in: Australia · Bangladesh · Canada · China · Egypt · Ghana · Hong Kong · India · Indonesia · Ireland · Macau · Malawi

Income and spending

Financial year end	Income	Spending
30/09/2025	£1.2m	£870k
30/09/2024	£1.1m	£923k
30/09/2023	£843k	£768k
30/09/2022	£696k	£735k
30/09/2021	£626k	£678k

Common questions

Is THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT financially healthy?

Per its FY2025 accounts: The charity reported a total surplus of £409.6k for the year, with unrestricted net income before investments of £348.9k. Unrestricted reserves stood at £981.9k, which the trustees consider sufficient as it represents more than six months of annual expenditure. The charity maintains a diversified investment portfolio and holds £746.1k in cash, positioning it well for future strategic investments. Its FY2025 accounts were audited by Bishop Fleming Audit Limited.

What does the highest-paid employee of THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT earn?

Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 2 employees earned over £60,000.

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.

Funder	Similar charities funded	Amount to them
THE SHROPSHIRE HORTICULTURAL SOCIETY	1	£39k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT IN THE UK.

THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT IN THE UK income £5.4m
THE CHARTERED INSTITUTE OF EXPORT & INTERNATIONAL TRADE income £16.1m
THE INSTITUTE OF LICENSING income £556k
THE CHARTERED INSTITUTE OF HORTICULTURE income £195k
CHARTERED MANAGEMENT INSTITUTE income £32.3m
ENERGY INSTITUTE income £11.0m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT	£1.2m	£60,001 - £70,000	2	unclear	—	no doubt
THE CHARTERED INSTITUTE OF LOGISTICS AND TRANSPORT IN THE UK FY2025	£5.4m	£120,001 - £130,000	—	above	—	no doubt
THE CHARTERED INSTITUTE OF EXPORT & INTERNATIONAL TRADE FY2024	£16.1m	£240,001 - £250,000	—	above	—	no doubt
THE INSTITUTE OF LICENSING FY2025	£556k	—	0	above	—	no doubt
THE CHARTERED INSTITUTE OF HORTICULTURE FY2026	£195k	—	0	above	—	no doubt
CHARTERED MANAGEMENT INSTITUTE FY2025	£32.3m	—	—	above	—	no doubt

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