INSTITUTE FOR SUSTAINABLE PHILANTHROPY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 5 December 2018
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £421,321
Latest expenditure: £401,099
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: THE PHILANTHROPY CENTRE, UNIT 12 THE BUSINESS CENTRE, 2 CATTEDOWN ROAD, PLYMOUTH, PL4 0EG

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

02 Activities

What the charity does

The Institute for Sustainable Philanthropy seeks to grow philanthropy around the world. We do so by conducting research in the domain of philanthropic psychology and building the body of knowledge available to the philanthropic sector. We also provide training and education services, disseminating our research work and the work of others to the professional community.

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: 7 July 2026
Date Accounts Received: 7 July 2026
Total Gross Income: £421,321
Total Gross Expenditure: £401,099

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: 5 June 2025
Date Accounts Received: 5 June 2025
Total Gross Income: £294,880
Total Gross Expenditure: £455,800

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: 20 May 2024
Date Accounts Received: 20 May 2024
Total Gross Income: £454,846
Total Gross Expenditure: £431,281

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: 31 May 2023
Date Accounts Received: 31 May 2023
Total Gross Income: £433,765
Total Gross Expenditure: £312,542

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: 25 April 2022
Date Accounts Received: 25 April 2022
Total Gross Income: £533,142
Total Gross Expenditure: £320,491

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: 7 July 2026
Total Gross Income: £421,321
Total Gross Expenditure: £401,099
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 80001 90000: 1
Count Salary Band 90001 100000: 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: 5 June 2025
Total Gross Income: £294,880
Total Gross Expenditure: £455,800
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 90001 100000: 2
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: 20 May 2024
Total Gross Income: £454,846
Total Gross Expenditure: £431,281
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: 2
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: 31 May 2023
Total Gross Income: £433,765
Total Gross Expenditure: £312,542
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: Yes
Count Salary Band 60001 70000: 2
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: 25 April 2022
Total Gross Income: £533,142
Total Gross Expenditure: £320,491
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: Yes
Count Salary Band 60001 70000: 2
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

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: 25 April 2022
Income Donations And Legacies: 193662
Income Other Trading Activities: 0
Income Charitable Activities: 339480
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 533142
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £320,491
Expenditure Other: 0
Expenditure Total: 320491
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 2466
Expenditure Support Costs: 99010
Expenditure Depreciation: 1127
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -1127
Gain Loss Other: 0
Reserves: £308,317
Assets Total Fixed: 2428
Assets Own Use: 2428
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £380,798
Assets Total Liabilities: £7,556
Assets Current Investment: 0
Assets Total Assets And Liabilities: £375,670
Creditors One Year Total Current: 7556
Creditors Falling Due After One Year: 0
Assets Cash: £362,846
Funds Endowment: 0
Funds Unrestricted: 308317
Funds Restricted: 67353
Funds Total: 375670
Count Employees: 7
Charity Only 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: 102
Classification Type: What
Classification Description: Education/training

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

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

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

08 Official extract

Charity Event History

Charity Name: INSTITUTE FOR SUSTAINABLE PHILANTHROPY
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2018-12-05T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 05 Dec 2018
Charitable Objects: TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT IN THE TECHNIQUES AND SKILLS OF PHILANTHROPY ENABLING CHARITIES AND CHARITABLE BODIES TO INCREASE THEIR FUNDRAISING TO FURTHER THEIR CHARITABLE PURPOSES BY:1. RESEARCH INTO PHILANTHROPY AND FUNDRAISING; AND2. PROVIDING EDUCATION, TRAINING AND SUPPORT

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Conflicting interests

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints handling

Policy Name: Paying staff