INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 2 July 2015
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £13,528
Latest expenditure: £7,412
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 11 Ellwood Road, BEACONSFIELD, Buckinghamshire, HP9 1EN

02 Activities

What the charity does

Advancing the education of the public in international taxation in such ways as the trustees think fit including: organising congresses of the International Fiscal Association in the UK; promoting discussion of international tax matters at the same; providing financial assistance to UK tax academics to attend the same; promoting dissemination of knowledge generated by the same.

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: 16 August 2026
Date Accounts Received: 16 August 2026
Total Gross Income: £13,528
Total Gross Expenditure: £7,412

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: 23 June 2025
Date Accounts Received: 23 June 2025
Total Gross Income: £12,805
Total Gross Expenditure: £12,160

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: 25 May 2024
Date Accounts Received: 25 May 2024
Total Gross Income: £11,927
Total Gross Expenditure: £4,793

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: 25 July 2023
Date Accounts Received: 25 July 2023
Total Gross Income: £10,908
Total Gross Expenditure: £3,583

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: 10 September 2022
Date Accounts Received: 10 September 2022
Total Gross Income: £2,993
Total Gross Expenditure: £2,117

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: 16 August 2026
Total Gross Income: £13,528
Total Gross Expenditure: £7,412
Grant Making Is Main Activity: Yes
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
Count Volunteers: 2

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: 23 June 2025
Total Gross Income: £12,805
Total Gross Expenditure: £12,160
Grant Making Is Main Activity: Yes
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
Count Volunteers: 2

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: 25 May 2024
Total Gross Income: £11,927
Total Gross Expenditure: £4,793
Grant Making Is Main Activity: Yes
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
Count Volunteers: 1

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: 25 July 2023
Total Gross Income: £10,908
Total Gross Expenditure: £3,583
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
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: 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: 10 September 2022
Total Gross Income: £2,993
Total Gross Expenditure: £2,117
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
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: 0

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

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

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

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name: INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2016-04-27T00:00:00
Assoc Organisation Number: 268536
Assoc Registered Charity Number: 268536
Assoc Charity Name: INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST

Charity Name: INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2015-07-02T00:00:00

Charity Name: INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2017-01-16T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 268536
Assoc Registered Charity Number: 268536
Assoc Charity Name: INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 02 Jul 2015
Charitable Objects: THE OBJECTS OF THE CIO ARE TO ADVANCE, FOR THE PUBLIC BENEFIT:1 THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF INTERNATIONAL TAXATION IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING (BUT NOT LIMITED TO):1.1 BY ORGANISING SUCH INTERNATIONAL TAX CONGRESSES OF THE INTERNATIONAL FISCAL ASSOCIATION AS ARE FROM TIME TO TIME HELD IN THE UNITED KINGDOM;1.2 BY PROMOTING THE DISCUSSION OF INTERNATIONAL TAX MATTERS BETWEEN REPRESENTATIVES OF INDUSTRY, THE PROFESSIONS, TAX ADMINISTRATIONS, INTERNATIONAL ORGANISATIONS AND ACADEMIA THROUGH THE HOLDING OF SUCH CONGRESSES WITH A VIEW TO ENHANCING PUBLIC UNDERSTANDING OF SUCH MATTERS;1.3 BY PROVIDING FINANCIAL ASSISTANCE TO ENCOURAGE THE PARTICIPATION OF MEMBERS OF ACADEMIC INSTITUTIONS IN THE UNITED KINGDOM AT SUCH CONGRESSES;1.4 BY PROMOTING THE DISSEMINATION IN THE UNITED KINGDOM OF THE KNOWLEDGE GENERATED BY SUCH CONGRESSES SO THAT IT IS MORE WIDELY AVAILABLE FOR THE PUBLIC BENEFIT;1.5 BY PROVIDING FINANCIAL SUPPORT TO OTHER CONFERENCES HELD IN THE UNITED KINGDOM TO DISCUSS INTERNATIONAL TAX MATTERS WITH A VIEW TO ENHANCING THE PUBLIC UNDERSTANDING OF SUCH MATTERS;1.6 BY ENCOURAGING ACADEMIC STUDIES AND SCHOLARSHIP ACHIEVEMENTS IN THE FIELD OF INTERNATIONAL TAXATION AND THE PUBLICATION OF WORK GENERATED BY SUCH ACTIVITIES; AND1.7 BY SUPPORTING THE EDUCATIONAL WORK OF THE INTERNATIONAL FISCAL ASSOCIATION IN THE FIELD OF INTERNATIONAL TAXATION FOR THE PUBLIC BENEFIT; AND2 OTHER SUCH PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE CHARITY TRUSTEES SHALL DETERMINE.

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures