01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 18 December 2019
- Removed
- Not supplied
- Company number supplied
- 11862410
- Financial period
- 1 January 2024 – 31 December 2024
- Latest income
- £526,082
- Latest expenditure
- £643,623
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Stone King Llp, Boundary House, 91-93 Charterhouse Street, London, EC1M 6HR
Website recorded by the regulator: www.faithinvest.org (displayed as text)
02 Activities
What the charity does
The Charity aims to improve the efficiency and effective use of resources for charitable purposes in particular by identifying and creating for faith and philanthropic groups investment opportunities which are aligned with their religious and philanthropic values, as well as promoting awareness of and information about such value-driven investments.
03 Official extract
Charity Annual Return History
- 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
- 28 October 2025
- Date Accounts Received
- 28 October 2025
- Total Gross Income
- £526,082
- Total Gross Expenditure
- £643,623
- 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
- 14 August 2024
- Date Accounts Received
- 14 August 2024
- Total Gross Income
- £869,902
- Total Gross Expenditure
- £1,022,764
- 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
- 7 June 2023
- Date Accounts Received
- 7 June 2023
- Total Gross Income
- £1,565,521
- Total Gross Expenditure
- £1,410,212
- 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
- 26 September 2022
- Date Accounts Received
- 26 September 2022
- Total Gross Income
- £1,068,535
- Total Gross Expenditure
- £1,098,686
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 31 October 2021
- Date Annual Return Received
- 6 October 2021
- Date Accounts Received
- 6 October 2021
- Total Gross Income
- £1,758,361
- Total Gross Expenditure
- £921,552
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- 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
- 28 October 2025
- Total Gross Income
- £526,082
- Total Gross Expenditure
- £643,623
- 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
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 14 August 2024
- Total Gross Income
- £869,902
- Total Gross Expenditure
- £1,022,764
- 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 Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 2
- Count Salary Band 110001 120000
- 2
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 7 June 2023
- Total Gross Income
- £1,565,521
- Total Gross Expenditure
- £1,410,212
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- 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
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 100001 110000
- 2
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 26 September 2022
- Total Gross Income
- £1,068,535
- Total Gross Expenditure
- £1,098,686
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- 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 100001 110000
- 2
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 1
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 6 October 2021
- Total Gross Income
- £1,758,361
- Total Gross Expenditure
- £921,552
- 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 Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- 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
- 28 October 2025
- Income Donations And Legacies
- 502531
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 16505
- Income Investments
- 7046
- Income Other
- 0
- Income Total Income And Endowments
- 526082
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £643,623
- Expenditure Other
- 0
- Expenditure Total
- 643623
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 58989
- Expenditure Depreciation
- 4846
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £174,034
- Assets Total Fixed
- 0
- Assets Own Use
- 0
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £230,847
- Assets Total Liabilities
- £30,191
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £200,656
- Creditors One Year Total Current
- 30191
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £228,920
- Funds Endowment
- 0
- Funds Unrestricted
- 174034
- Funds Restricted
- 26622
- Funds Total
- 200656
- Count Employees
- 5
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 14 August 2024
- Income Donations And Legacies
- 845188
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 15324
- Income Investments
- 9390
- Income Other
- 0
- Income Total Income And Endowments
- 869902
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,196
- Expenditure Charitable Expenditure
- £1,020,568
- Expenditure Other
- 0
- Expenditure Total
- 1022764
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8629
- Expenditure Support Costs
- 64506
- Expenditure Depreciation
- 4465
- Gain Loss Investment
- 9390
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -4465
- Gain Loss Other
- 0
- Reserves
- £304,221
- Assets Total Fixed
- 4846
- Assets Own Use
- 4846
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £519,973
- Assets Total Liabilities
- £206,622
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £318,197
- Creditors One Year Total Current
- 206622
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £519,973
- Funds Endowment
- 0
- Funds Unrestricted
- 304221
- Funds Restricted
- 13976
- Funds Total
- 318197
- Count Employees
- 8
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 7 June 2023
- Income Donations And Legacies
- 1564361
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1160
- Income Other
- 0
- Income Total Income And Endowments
- 1565521
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,410,212
- Expenditure Other
- 0
- Expenditure Total
- 1410212
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 50919
- Expenditure Governance
- 7020
- Expenditure Support Costs
- 445642
- Expenditure Depreciation
- 5196
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £471,059
- Assets Total Fixed
- 7857
- Assets Own Use
- 7857
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £861,056
- Assets Total Liabilities
- £397,854
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £471,059
- Creditors One Year Total Current
- 397854
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £852,224
- Funds Endowment
- 0
- Funds Unrestricted
- 465418
- Funds Restricted
- 5641
- Funds Total
- 471059
- Count Employees
- 10
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 26 September 2022
- Income Donations And Legacies
- 1066961
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 74
- Income Other
- 1500
- Income Total Income And Endowments
- 1068535
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,098,686
- Expenditure Other
- 0
- Expenditure Total
- 1098686
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 13750
- Expenditure Governance
- 6600
- Expenditure Support Costs
- 374172
- Expenditure Depreciation
- 3864
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -1862
- Gain Loss Other
- 0
- Reserves
- £316,000
- Assets Total Fixed
- 5377
- Assets Own Use
- 5377
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,300,578
- Assets Total Liabilities
- £990,205
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £315,750
- Creditors One Year Total Current
- 990205
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,287,891
- Funds Endowment
- 0
- Funds Unrestricted
- 304083
- Funds Restricted
- 11667
- Funds Total
- 315750
- Count Employees
- 8
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 January 2020
- Fin Period End Date
- 31 December 2020
- Ar Due Date
- 31 October 2021
- Ar Received Date
- 6 October 2021
- Income Donations And Legacies
- 1758159
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 202
- Income Other
- 0
- Income Total Income And Endowments
- 1758361
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £921,552
- Expenditure Other
- 0
- Expenditure Total
- 921552
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 38292
- Expenditure Governance
- 0
- Expenditure Support Costs
- 156379
- Expenditure Depreciation
- 4492
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,081,000
- Assets Total Fixed
- 10302
- Assets Own Use
- 10302
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,081,138
- Assets Total Liabilities
- £10,200
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,081,240
- Creditors One Year Total Current
- 10200
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £0
- Funds Endowment
- 0
- Funds Unrestricted
- 1081240
- Funds Restricted
- 0
- Funds Total
- 1081240
- Count Employees
- 5
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- India
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- 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
- China
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Indonesia
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Norway
- 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
- Japan
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Asia
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- United States
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- North America
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 113
- Classification Type
- What
- Classification Description
- Economic/community Development/employment
- 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
08 Official extract
Charity Event History
- Charity Name
- FAITHINVEST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2019-12-18T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 05 MAR 2019AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 17 DEC 2019
- Charitable Objects
- 1. TO PROMOTE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES, IN PARTICULAR BUT NOT EXCLUSIVELYFAITH CHARITIES, THROUGH THE PROVISION OF ADVICE, INFORMATION AND TRAINING ON THE SUBJECT OF MAKING ETHICAL INVESTMENTS, WHICH FOR THE PURPOSE OF THESE OBJECTS IS DEFINED AS A FINANCIAL INVESTMENT THAT TAKES INTO ACCOUNT THOSE CHARITIES?' VALUES AND ETHOS; AND2. TO FURTHER SUCH OTHER PURPOSES WHICH MAY BE CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.
10 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Paying staff
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures