BritDB

CCEW Charity Commission profile

ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT

Registered charity 1159699 · organisation 5053885

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
19 December 2014
Removed
Not supplied
Company number supplied
09153909
Financial period
1 January 2025 – 31 December 2025
Latest income
£12,511,000
Latest expenditure
£17,783,000
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Script, 44 Featherstone Street, LONDON, EC1Y 8RN

Website recorded by the regulator: http://access-socialinvestment.org.uk/ (displayed as text)

02 Activities

What the charity does

Access aims to bridge the gap in the social investment market so that suitable finance and support is available to social enterprises and charities which are new to social investment. Access will be a wholesale provider, working with and through existing market players to deliver its programmes. This enables Access to take a strategic view of the needs of social ventures over the next decade.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
18 May 2026
Date Accounts Received
18 May 2026
Total Gross Income
£12,511,000
Total Gross Expenditure
£17,783,000
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
30 May 2025
Date Accounts Received
30 May 2025
Total Gross Income
£18,249,000
Total Gross Expenditure
£24,644,000
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
30 May 2024
Date Accounts Received
30 May 2024
Total Gross Income
£11,831,000
Total Gross Expenditure
£19,766,000
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
19 July 2023
Date Accounts Received
19 July 2023
Total Gross Income
£3,365,000
Total Gross Expenditure
£9,572,000
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
16 August 2022
Date Accounts Received
16 August 2022
Total Gross Income
£7,410,000
Total Gross Expenditure
£12,867,000

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
18 May 2026
Total Gross Income
£12,511,000
Total Gross Expenditure
£17,783,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£11,300,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
2
Count Salary Band 70001 80000
1
Count Salary Band 90001 100000
1
Count Salary Band 110001 120000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
30 May 2025
Total Gross Income
£18,249,000
Total Gross Expenditure
£24,644,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£16,730,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
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 Salary Band 80001 90000
1
Count Salary Band 100001 110000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
30 May 2024
Total Gross Income
£11,831,000
Total Gross Expenditure
£19,766,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£10,520,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 90001 100000
1
Count Salary Band 100001 110000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
19 July 2023
Total Gross Income
£3,365,000
Total Gross Expenditure
£9,572,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£2,156,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
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 Salary Band 100001 110000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
16 August 2022
Total Gross Income
£7,410,000
Total Gross Expenditure
£12,867,000
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£6,167,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
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 Salary Band 70001 80000
1
Count Salary Band 90001 100000
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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
18 May 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
11300000
Income Investments
1185000
Income Other
26000
Income Total Income And Endowments
12511000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£39,000
Expenditure Charitable Expenditure
£17,744,000
Expenditure Other
0
Expenditure Total
17783000
Expenditure Investment Management
38000
Expenditure Grants Institution
0
Expenditure Governance
83000
Expenditure Support Costs
406000
Expenditure Depreciation
4000
Gain Loss Investment
399000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£9,351,000
Assets Total Fixed
12867000
Assets Own Use
6000
Assets Long Term Investment
12861000
Defined Benefit Pension Scheme
0
Assets Other Assets
£22,861,000
Assets Total Liabilities
£19,071,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,657,000
Creditors One Year Total Current
19071000
Creditors Falling Due After One Year
0
Assets Cash
£5,378,000
Funds Endowment
0
Funds Unrestricted
9357000
Funds Restricted
7300000
Funds Total
16657000
Count Employees
13
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
30 May 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
16730000
Income Investments
1519000
Income Other
0
Income Total Income And Endowments
18249000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£42,000
Expenditure Charitable Expenditure
£24,602,000
Expenditure Other
0
Expenditure Total
24644000
Expenditure Investment Management
41000
Expenditure Grants Institution
22836000
Expenditure Governance
50000
Expenditure Support Costs
331000
Expenditure Depreciation
7000
Gain Loss Investment
-18000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£10,176,000
Assets Total Fixed
14362000
Assets Own Use
4000
Assets Long Term Investment
14358000
Defined Benefit Pension Scheme
0
Assets Other Assets
£22,560,000
Assets Total Liabilities
£15,392,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£21,530,000
Creditors One Year Total Current
15392000
Creditors Falling Due After One Year
0
Assets Cash
£8,997,000
Funds Endowment
3693000
Funds Unrestricted
10180000
Funds Restricted
7657000
Funds Total
21530000
Count Employees
12
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
30 May 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
10520000
Income Investments
1311000
Income Other
0
Income Total Income And Endowments
11831000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£61,000
Expenditure Charitable Expenditure
£19,705,000
Expenditure Other
0
Expenditure Total
19766000
Expenditure Investment Management
61000
Expenditure Grants Institution
16232000
Expenditure Governance
67000
Expenditure Support Costs
1065000
Expenditure Depreciation
5000
Gain Loss Investment
224000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£9,700,000
Assets Total Fixed
18608000
Assets Own Use
11000
Assets Long Term Investment
18597000
Defined Benefit Pension Scheme
0
Assets Other Assets
£41,466,000
Assets Total Liabilities
£32,131,000
Assets Current Investment
20494000
Assets Total Assets And Liabilities
£27,943,000
Creditors One Year Total Current
32131000
Creditors Falling Due After One Year
0
Assets Cash
£20,705,000
Funds Endowment
10240000
Funds Unrestricted
9743000
Funds Restricted
7960000
Funds Total
27943000
Count Employees
9
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
19 July 2023
Income Donations And Legacies
2156000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1209000
Income Other
0
Income Total Income And Endowments
3365000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£79,000
Expenditure Charitable Expenditure
£9,493,000
Expenditure Other
0
Expenditure Total
9572000
Expenditure Investment Management
78000
Expenditure Grants Institution
6475000
Expenditure Governance
45000
Expenditure Support Costs
932000
Expenditure Depreciation
7000
Gain Loss Investment
-2667000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£8,485,000
Assets Total Fixed
22588000
Assets Own Use
9000
Assets Long Term Investment
22579000
Defined Benefit Pension Scheme
0
Assets Other Assets
£24,024,000
Assets Total Liabilities
£10,958,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£35,654,000
Creditors One Year Total Current
10958000
Creditors Falling Due After One Year
0
Assets Cash
£2,386,000
Funds Endowment
18247000
Funds Unrestricted
8485000
Funds Restricted
8922000
Funds Total
35654000
Count Employees
8
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
16 August 2022
Income Donations And Legacies
6167000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1243000
Income Other
0
Income Total Income And Endowments
7410000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£99,000
Expenditure Charitable Expenditure
£12,768,000
Expenditure Other
0
Expenditure Total
12867000
Expenditure Investment Management
99000
Expenditure Grants Institution
8878000
Expenditure Governance
61000
Expenditure Support Costs
769000
Expenditure Depreciation
2000
Gain Loss Investment
-901000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,373,000
Assets Total Fixed
31419000
Assets Own Use
17000
Assets Long Term Investment
31402000
Defined Benefit Pension Scheme
0
Assets Other Assets
£28,066,000
Assets Total Liabilities
£14,957,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£44,528,000
Creditors One Year Total Current
14957000
Creditors Falling Due After One Year
0
Assets Cash
£27,893,000
Funds Endowment
27542000
Funds Unrestricted
7390000
Funds Restricted
9596000
Funds Total
44528000
Count Employees
8
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
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
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment

08 Official extract

Charity Event History

Charity Name
ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2014-12-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 30/07/2014 as amended on 03 Dec 2019 as amended on 16 Sep 2020
Charitable Objects
THE OBJECTS OF THE COMPANY ARE, FOR THE PUBLIC BENEFIT: 1) PROMOTING THE EFFECTIVE USE OF RESOURCES FOR CHARITABLE PURPOSES BY THE SOCIAL SECTOR INCLUDING, WITHOUT LIMITATION, BY:(I) IDENTIFYING NEEDS IN THE SOCIAL SECTOR, SUCH AS ACCESS TO FINANCE, AND SUPPORTING AND DEVELOPING PROGRAMMES, POLICIES, ACTIVITIES AND INITIATIVES TO ADDRESS THOSE NEEDS; AND(II) DEVELOPING CAPACITIES AND SKILLS OF THE SOCIAL SECTOR.2) FURTHERING SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE DIRECTORS FROM TIME TO TIME DETERMINE, INCLUDING, WITHOUT LIMITATION, SUPPORTING WORK UNDERTAKEN BY SOCIAL ORGANISATIONS WHICH HAS A CHARITABLE PURPOSE. THE “SOCIAL SECTOR” MEANS CHARITIES AND SOCIAL ORGANISATIONS. “SOCIAL ORGANISATIONS” ARE INDEPENDENT ORGANISATIONS, NOT INCLUDING LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT ESTABLISHED PRIMARILY TO DISTRIBUTE A PROFIT.THE COMPANY SHALL NOT CONFER ANY PRIVATE BENEFIT, EXCEPT WHERE, IN CARRYING OUT ITS OBJECTS, SUCH PRIVATE BENEFIT IS INCIDENTAL TO THE FURTHERANCE OF THE OBJECTS.

10 Official extract

Charity Policy

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