PHILANTHROPY IMPACT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: Charitable company
Registered: 31 October 2001
Removed: Not supplied
Company number supplied: 03625777
Financial period: 1 October 2024 – 30 September 2025
Latest income: £342,223
Latest expenditure: £305,686
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 20 Old Bailey, Third Floor, London, EC4M 7AN

Website recorded by the regulator: www.philanthropy-impact.org (displayed as text)

02 Activities

What the charity does

A world where individuals and families engage in values driven investment and philanthropy, supported by professional advisors. Increasing the flow of capital for good by enabling private clients and their families to match their purpose driven wealth strategies with their values, capturing their sustainable, social and impact investment and philanthropy preferences across the spectrum of capital.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 4 August 2026
Date Accounts Received: 4 August 2026
Total Gross Income: £342,223
Total Gross Expenditure: £305,686

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 19 May 2025
Date Accounts Received: 19 May 2025
Total Gross Income: £308,341
Total Gross Expenditure: £308,341

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 10 May 2024
Date Accounts Received: 10 May 2024
Total Gross Income: £326,000
Total Gross Expenditure: £326,000

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 31 May 2023
Date Accounts Received: 31 May 2023
Total Gross Income: £306,000
Total Gross Expenditure: £307,500

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 4 May 2022
Date Accounts Received: 4 May 2022
Total Gross Income: £302,000
Total Gross Expenditure: £302,000

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 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 4 August 2026
Total Gross Income: £342,223
Total Gross Expenditure: £305,686
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: No
Count Volunteers: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 19 May 2025
Total Gross Income: £308,341
Total Gross Expenditure: £308,341
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 60001 70000: 1
Count Volunteers: 150

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 10 May 2024
Total Gross Income: £326,000
Total Gross Expenditure: £326,000
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: No
Count Volunteers: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 31 May 2023
Total Gross Income: £306,000
Total Gross Expenditure: £307,500
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 50

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 4 May 2022
Total Gross Income: £302,000
Total Gross Expenditure: £302,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 50

05 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Switzerland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Guernsey
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Netherlands
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Northern Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Jersey
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

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

Geographic Area Type: Country
Geographic Area Description: Italy
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

07 Official extract

Charity Event History

Charity Name: PHILANTHROPY IMPACT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2001-10-31T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 03/09/1998AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/12/2000AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/10/2001AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 24/03/2009AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 03/12/2012 as amended on 14 Feb 2012
Charitable Objects: TO PROMOTE AND IMPROVE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES AND THE APPLICATION OF CHARITABLE RESOURCES BY INFORMING, ADVISING AND EDUCATING THOSE WHO WORK FOR OR WITH CHARITIES AND VOLUNTARY ORGANISATIONS, OR WHO ARE OTHERWISE CONCERNED WITH CHARITIES AND VOLUNTARY ORGANISATIONS, WITH A VIEW TO IMPROVING FUNDRAISING FOR AND PLANNED GIVING TO CHARITIES AND FOR CHARITABLE PURPOSES.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 454477
Charity Name Type: Previous name
Charity Name: EUROPEAN ASSOCIATION FOR PHILANTHROPY AND GIVING

Charity Name Id: 454499
Charity Name Type: Previous name
Charity Name: THE EUROPEAN ASSOCIATION FOR PLANNED GIVING

Charity Name Id: 454468
Charity Name Type: Working name
Charity Name: EAPG

10 Official extract

Charity Policy

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Volunteer management

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Paying staff

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Serious incident reporting policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures