01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Suppressed
- Charity type
- Other
- Registered
- 22 August 2006
- Removed
- Not supplied
- Financial period
- 1 November 2011 – 31 October 2012
- Latest income
- £7,429,000
- Latest expenditure
- £273,000
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Epworth Investment Management Ltd, Methodist Church House, 25 Tavistock Place, LONDON, WC1H 9SF
Website recorded by the regulator: https://www.epworthim.com (displayed as text)
02 Activities
What the charity does
The charity is a Charities Authorised Investment Fund (CAIF) which is available for charities to invest in. The Fund currently has six sub funds. Epworth Investment Management Limited is the manager of the Fund. More information can be found at www.epworthinvestment.co.uk.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 May 2024
- Fin Period End Date
- 30 April 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 28 February 2026
- Fin Period Start Date
- 1 May 2023
- Fin Period End Date
- 30 April 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 28 February 2025
- Date Accounts Received
- 5 August 2024
- Fin Period Start Date
- 1 May 2022
- Fin Period End Date
- 30 April 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 29 February 2024
- Date Accounts Received
- 30 August 2023
- Fin Period Start Date
- 1 May 2021
- Fin Period End Date
- 30 April 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 28 February 2023
- Date Accounts Received
- 2 September 2022
- Fin Period Start Date
- 1 May 2020
- Fin Period End Date
- 30 April 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 28 February 2022
- Date Accounts Received
- 27 August 2021
04 Official extract
Charity Area Of Operation
- 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
- Scotland
- 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
05 Official extract
Charity Classification
- Classification Code
- 303
- Classification Type
- How
- Classification Description
- Provides Other Finance
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
06 Official extract
Charity Event History
- Charity Name
- Epworth Cash Plus Fund for Charities
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2006-08-22T00:00:00
07 Official extract
Charity Governing Document
- Governing Document Description
- SCHEME OF CHARITY COMMISSION OF 14 AUGUST 2006 AMENDED BY SCHEME OF 27 FEBRUARY 2007SCHEME AS AMENDED BY RESOLUTION DATED 13/08/2014AS AMENDED BY RESOLUTION DATED 22/07/2015 as amended on 07 May 2021
- Charitable Objects
- THE PROVISION OF A COMMON DEPOSIT FUND FOR THE DEPOSIT OF SUMS OF MONEY FROM TIME TO TIME BY OR ON BEHALF OF A DEPOSITING CHARITY: PROVIDED THAT THE DEPOSITING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE REPAYMENT OF THE DEPOSIT AND TO THE PAYMENT OF INTEREST IN ACCORDANCE WITH THE SCHEME PARTICULARS MADE UNDER CLAUSE 36 HEREOF.
- Area Of Benefit
- NATIONAL
08 Official extract
Charity Other Names
- Charity Name Id
- 642720
- Charity Name Type
- Working name
- Charity Name
- Epworth Cash Plus Fund for Charities
- Charity Name Id
- 379020
- Charity Name Type
- Previous name
- Charity Name
- THE AFFIRMATIVE DEPOSIT FUND FOR CHARITIES
09 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
10 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Risk management