THE INVESCO CARES FOUNDATION
Makes grants to organisations.
Objects
UPON TRUST FOR SUCH CHARITY OR CHARITIES OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN HIS ABSOLUTE DISCRETION APPOINT.
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reserves policy is maintained, as all running costs are met by Invesco UK and spending can be reduced if funding is withdrawn.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.
What the accounts disclose
“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
“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
“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
“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
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
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
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- Clive Bouch
- GRAEME PROUDFOOT
- Jeroen Huysinga
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GERSON BERGER ASSOCIATION LIMITED | 1 | £18k |
| ORTERSHAM LIMITED | 1 | £10k |
Charities like this
- Tinsley Charitable Trust
- OLD VICARAGE CHARITABLE TRUST
- THE MARY KINROSS CHARITABLE TRUST
- KEREN HATZOLO
- Veddis Foundation
- THE EQUINOXE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE INVESCO CARES FOUNDATION | £142k | — | 0 | unclear | — | no doubt |
| Tinsley Charitable Trust | £420k | — | 0 | unclear | — | no doubt |
| OLD VICARAGE CHARITABLE TRUST | £375k | — | 0 | unclear | — | no doubt |
| THE MARY KINROSS CHARITABLE TRUST | £1.5m | — | — | unclear | — | no doubt |
| KEREN HATZOLO | £385k | — | — | unclear | — | no doubt |
| Veddis Foundation | £2.8m | — | 0 | unclear | — | no doubt |