COIF CHARITIES SHORT DURATION BOND FUND
Investment Management of Charity Funds
Objects
THE OBJECT OF THE FUND SHALL BE THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY FROM TIME TO TIME TRANSFERRED TO THE FUND BY OR ON BEHALF OF A PARTICIPATING CHARITY: PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARES DETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUND BY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THE TRANSFERS.
Latest income
£11k
Latest spending
£6k
Registered
1990
Policies the charity declares
- Complaints handling
- Conflicting interests
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
Trustees
- CCLA FUND MANAGERS LIMITED (MANAGER)
- HSBC BANK PLC (CORPORATE TRUSTEE)
- Julia Hobart
- KEVIN CORRIGAN
- Katrina Shenton
- Kevin Andrew Richmond
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £11k | £6k |
| 31/12/2023 | £9k | £4k |
| 31/12/2022 | £2k | £2k |
| 31/12/2021 | £1.9m | £2.5m |
| 31/12/2020 | £2.1m | £3.4m |