THE INVESCO CARES FOUNDATION

Registered charity 326583 · accounts filings on the Charity Commission register · also known as THE COLEY CHARITABLE TRUST

Makes grants to organisations.

Objects

UPON TRUST FOR SUCH CHARITY OR CHARITIES OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN HIS ABSOLUTE DISCRETION APPOINT.

Area of benefit: NOT DEFINED

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: South Oxfordshire, South East, England (from the postcode on the register)

Latest income
£142k
Latest spending
£477k
Registered
1984
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £2,432,899, which is a decrease from the previous year's £2,649,411. The trustees report that no specific reserves policy is maintained, as all running costs are met by Invesco UK and spending can be reduced if funding is withdrawn. The charity is prepared on a going concern basis, with the auditors confirming no material uncertainties regarding its ability to continue operations.

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

What the accounts disclose

Related-party transaction: Note 3
“The Charity considers Invesco UK Limited to be a related party, as the company meets all the running costs of the charity and employs the staff who work on the Charity as set out in Note 8.” — page 9
“During the year, the Charity received £11,216 (2024: £10,977) from Invesco UK. £11,216 (2024: £10,977) of this balance relates to money donated to the Foundation by Invesco UK to be paid out to the Charity of the Year partner.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 3
“The Charity considers Invesco UK Limited to be a related party, as the company meets all the running costs of the charity and employs the staff who work on the Charity as set out in Note 8.” — page 9
“During the year, the Charity received £11,216 (2024: £10,977) from Invesco UK. £11,216 (2024: £10,977) of this balance relates to money donated to the Foundation by Invesco UK to be paid out to the Charity of the Year partner.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 3
“The Charity considers Invesco UK Limited to be a related party, as the company meets all the running costs of the charity and employs the staff who work on the Charity as set out in Note 8.” — page 9
“During the year, the Charity received £11,216 (2024: £10,977) from Invesco UK. £11,216 (2024: £10,977) of this balance relates to money donated to the Foundation by Invesco UK to be paid out to the Charity of the Year partner.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 3
“The Charity considers Invesco UK Limited to be a related party, as the company meets all the running costs of the charity and employs the staff who work on the Charity as set out in Note 8.” — page 9
“During the year, the Charity received £11,216 (2024: £10,977) from Invesco UK. £11,216 (2024: £10,977) of this balance relates to money donated to the Foundation by Invesco UK to be paid out to the Charity of the Year partner.” — page 21
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PricewaterhouseCoopers LLP. Discloses 3 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.

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.

Self-declared on the annual return for the financial year ending 31/12/2025

  • Volunteers: 9
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

  • Volunteers: 9
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

  • Volunteers: 9
  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

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

Total income
£1.2m
Total spending
£498k
Reserves (reported)
£50k
Employees
1

Reported reserves equal ~1.2 months of spending — in the bottom quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Oxfordshire · Reading · Throughout London · West Berkshire

Income and spending

Financial year endIncomeSpending
31/12/2025£142k£477k
31/12/2024£1.2m£498k
31/12/2023£195k£510k
31/12/2022£189k£557k
31/12/2021£229k£422k

Common questions

Is THE INVESCO CARES FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £2,432,899, which is a decrease from the previous year's £2,649,411. The trustees report that no specific reserves policy is maintained, as all running costs are met by Invesco UK and spending can be reduced if funding is withdrawn. The charity is prepared on a going concern basis, with the auditors confirming no material uncertainties regarding its ability to continue operations. Its FY2025 accounts were audited by PricewaterhouseCoopers LLP.

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
GERSON BERGER ASSOCIATION LIMITED1£18k
ORTERSHAM LIMITED1£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Tinsley Charitable Trust.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE INVESCO CARES FOUNDATION£142k—0unclear—no doubt
Tinsley Charitable Trust FY2026£420k—0unclear—no doubt
OLD VICARAGE CHARITABLE TRUST FY2025£375k—0unclear—no doubt
THE MARY KINROSS CHARITABLE TRUST FY2025£1.5m——unclear—no doubt
KEREN HATZOLO FY2025£385k——unclear—no doubt
Veddis Foundation FY2025£2.8m—0unclear—no doubt

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