CCEW Charity Commission profile

EIRIS FOUNDATION

Registered charity 1020068 · organisation 1020068

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
30 April 1993
Removed
Not supplied
Company number supplied
02460330
Financial period
1 April 2024 – 31 March 2025
Latest income
£576,153
Latest expenditure
£815,742
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: The Foundry, 17 Oval Way, LONDON, SE11 5RR

Website recorded by the regulator: www.eirisfoundation.org (displayed as text)

02 Activities

What the charity does

Our vision is a financial & corporate system that encourages sustainable & responsible wealth creation & management. Our mission is to use research, analysis and influence to help charities who want to invest responsibly or to influence other responsible investors in support of their missions, and to help other organisations & individuals contribute to the responsible business & investment agenda.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
30 January 2026
Date Accounts Received
30 January 2026
Total Gross Income
£576,153
Total Gross Expenditure
£815,742
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
31 January 2025
Date Accounts Received
31 January 2025
Total Gross Income
£701,239
Total Gross Expenditure
£887,329
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
31 January 2024
Date Accounts Received
31 January 2024
Total Gross Income
£402,570
Total Gross Expenditure
£728,208
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
31 January 2023
Date Accounts Received
31 January 2023
Total Gross Income
£241,658
Total Gross Expenditure
£472,516
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
31 January 2022
Date Accounts Received
31 January 2022
Total Gross Income
£468,973
Total Gross Expenditure
£582,029

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
30 January 2026
Total Gross Income
£576,153
Total Gross Expenditure
£815,742
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
31 January 2025
Total Gross Income
£701,239
Total Gross Expenditure
£887,329
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
31 January 2024
Total Gross Income
£402,570
Total Gross Expenditure
£728,208
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
31 January 2023
Total Gross Income
£241,658
Total Gross Expenditure
£472,516
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
31 January 2022
Total Gross Income
£468,973
Total Gross Expenditure
£582,029
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
30 January 2026
Income Donations And Legacies
375393
Income Other Trading Activities
0
Income Charitable Activities
96145
Income Investments
17194
Income Other
87421
Income Total Income And Endowments
576153
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£89,388
Expenditure Charitable Expenditure
£726,354
Expenditure Other
0
Expenditure Total
815742
Expenditure Investment Management
0
Expenditure Grants Institution
18990
Expenditure Governance
57179
Expenditure Support Costs
43046
Expenditure Depreciation
3068
Gain Loss Investment
-27473
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,047,894
Assets Total Fixed
910524
Assets Own Use
465
Assets Long Term Investment
910059
Defined Benefit Pension Scheme
0
Assets Other Assets
£403,860
Assets Total Liabilities
£203,063
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,111,321
Creditors One Year Total Current
182562
Creditors Falling Due After One Year
20501
Assets Cash
£345,938
Funds Endowment
0
Funds Unrestricted
841672
Funds Restricted
269649
Funds Total
1111321
Count Employees
10
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
31 January 2025
Income Donations And Legacies
384741
Income Other Trading Activities
0
Income Charitable Activities
233616
Income Investments
14288
Income Other
68594
Income Total Income And Endowments
701239
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£110,712
Expenditure Charitable Expenditure
£776,617
Expenditure Other
0
Expenditure Total
887329
Expenditure Investment Management
0
Expenditure Grants Institution
33393
Expenditure Governance
53420
Expenditure Support Costs
43923
Expenditure Depreciation
8594
Gain Loss Investment
10072
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,098,355
Assets Total Fixed
979952
Assets Own Use
4650
Assets Long Term Investment
975302
Defined Benefit Pension Scheme
0
Assets Other Assets
£442,681
Assets Total Liabilities
£107,677
Assets Current Investment
54792
Assets Total Assets And Liabilities
£1,314,956
Creditors One Year Total Current
93517
Creditors Falling Due After One Year
14160
Assets Cash
£387,889
Funds Endowment
0
Funds Unrestricted
1098355
Funds Restricted
216601
Funds Total
1314956
Count Employees
13
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes

08 Official extract

Charity Event History

Charity Name
EIRIS FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1993-04-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 17 JANUARY 1990 AND AMENDED BY SPECIAL RESOLUTION 23 MARCH 1993
Charitable Objects
A) TO PROMOTE RESEARCH INTO THE SOCIAL AND ETHICAL ASPECTS OF COMMERCIAL AND INDUSTRIAL ACTIVITIES OF BUSINESSES IN THE UNITED KINGDOM AND OVERSEAS AND THE BEARING OF THESE ASPECTS ON INVESTMENT POLICIES AND TO PUBLISH THE USEFUL RESULTS OF THAT RESEARCH B) TO PROMOTE AND IMPROVE IN DIRECT PURSUIT OF THEIR OBJECTS THE EFFICIENCY AND EFFECTIVENESS OF A) CHARITABLE ORGANISATIONS ESTABLISHED ANYWHERE IN THE WORLD AND TAKING EFFECT WITHIN THE UK AND B) CHARITABLE ORGANISATIONS ESTABLISHED WITHIN THE UK AND TAKING EFFECT OUTSIDE THE UK THE OBJECTS OF WHICH ARE CONFINED TO THE RELIEF OF POVERTY OR SICKNESS OR THE ADVANCEMENT OF EDUCATION AND RELIGION BY THE PROVISION OF ADVICE AND INFORMATION ON THE ACTIVITIES AND INVESTMENT POLICIES OF COMMERCIAL ORGANISATIONS TO ENABLE THE CHARITIES TO MAKE AN INFORMED CHOICE OF INVESTMENTS WHICH WOULD NOT CONFLICT WITH THE AIMS OF THE CHARITY OR OTHERWISE HAMPER THE CHARITY'S WORK
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
53246
Charity Name Type
Previous name
Charity Name
ETHICAL INVESTMENT RESEARCH SERVICE (EIRIS)
Charity Name Id
53224
Charity Name Type
Previous name
Charity Name
EIRIS

11 Official extract

Charity Policy

Policy Name
Safeguarding policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investment
Policy Name
Paying staff
Policy Name
Social media policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Conflicting interests
Policy Name
Trustee expenses policy and procedures
Policy Name
Serious incident reporting policy and procedures