epworth investment funds for charities
Activities & Mission
Epworth Investment Funds for Charities is a Charity Authorised Investment Fund which is available for investment by charities. The fund currently has six sub funds. Epworth Investment Management Limited is the manager of the fund. More information can be found at the following website: www.epworthinvestment.co.uk.
Fundraising
See where Epworth Investment Funds For Charities is active and find local fundraising opportunities.
Region
Country
Financial Information
Latest Income
£46,984,000
Latest Expenditure
£542,000
Financial Efficiency
Program Ratio 0.0%
% of income going directly to charitable activities
Overall Efficiency 0.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 100.0%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £7,742,000
Other Income £0
Expenditure Categories
Charitable Expenditure £0
Raising Funds £542,000
Governance £0
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £46,984,000 | £542,000 | £0 | £301,529,000 | £0 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
Waystone Management (UK) Ltd
Central Square
29 Wellington Street
LEEDS
LS1 4DL
Central Square
29 Wellington Street
LEEDS
LS1 4DL
Website
www.epworthinvestment.co.ukRegistration Date
5 April 2019
Status
Registered
Registry Information
Organisation Number
5126079
Charity Number
1182845
Trustees
Waystone Management (UK) Limited
The Bank of New York Mellon (International) Limited