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Charity Value And Income Fund

THIS IS A COMMON INVESTMENT FUND.

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Activities & Mission

THIS IS A COMMON INVESTMENT FUND.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£501,810
Latest Expenditure
£120,969

Financial Efficiency

Program Ratio 4.2%
% of income going directly to charitable activities

Higher than 5% of UK Charity and VCS support charities with income £100K to £1M (sample: 724). How is this calculated?

Overall Efficiency 17.5%
% of expenditure going to programs (vs overhead)

Higher than 5% of UK Charity and VCS support charities with income £100K to £1M. How is this calculated?

Administrative Ratio 100.0%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 0% of UK Charity and VCS support charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £501,810
Other Income £0

Expenditure Categories

Charitable Expenditure £21,120
Raising Funds £99,849
Governance £21,120
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2020.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2020
£501,810
£120,969£21,120£0£00 / 0
2019
£1,260,457
£171,920£14,506£23,138,550£00 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Charity Value And Income Fund

What does Charity Value And Income Fund do?

THIS IS A COMMON INVESTMENT FUND.

How much income did Charity Value And Income Fund report in 2020?

Charity Value And Income Fund reported total income of £502k and reported expenditure of £121k for the financial year ending 2020, based on the most recent annual return filed with the Charity Commission.

How efficient is Charity Value And Income Fund?

Charity Value And Income Fund has a program ratio of 4.2%, meaning that share of its income goes directly to charitable activities. This is higher than 5% of UK Charity and VCS support charities with income £100K to £1M (sample of 724 charities). See our methodology for how this is calculated.

When was Charity Value And Income Fund registered as a charity?

Charity Value And Income Fund was registered with the Charity Commission for England and Wales on 18 May 2007 as charity number 1119289. It has been registered for 19 years.

Who runs Charity Value And Income Fund?

Charity Value And Income Fund is governed by a board of 1 trustee. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Charity Value And Income Fund operate?

Charity Value And Income Fund operates in England And Wales, as recorded in its Charity Commission filing.

Is Charity Value And Income Fund a registered charity?

Yes — Charity Value And Income Fund is a registered charity in England and Wales, charity number 1119289.

Details

Address
CIARAN LYTTLE
SMITH & WILLIAMSON
206 ST. VINCENT STREET
GLASGOW
G2 5SG
Registration Date
18 May 2007
Status
Registered

Registry Information

Organisation Number
4028139
Charity Number
1119289

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Trustees

NATWEST TRUSTEE & DEPOSITARY SERVICES LIMITED

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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