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Haberdashers' Charities Investment Pool

A common investment fund managing pooled investments for various charities of which the Haberdashers' Company is trustee

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Activities & Mission

A common investment fund managing pooled investments for various charities of which the Haberdashers' Company is trustee

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.

Local Authority

Financial Information

Latest Income
£3,797,000
Latest Expenditure
£31,681,000

Financial Efficiency

Program Ratio 820.4%
% of income going directly to charitable activities

Higher than 100% of UK Charity and VCS support charities with income £1M to £10M (sample: 520). How is this calculated?

Overall Efficiency 98.3%
% of expenditure going to programs (vs overhead)

Higher than 60% of UK Charity and VCS support charities with income £1M to £10M. How is this calculated?

Administrative Ratio 1.7%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 60% of UK Charity and VCS support charities with income £1M to £10M. (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 £3,797,000
Other Income £0

Expenditure Categories

Charitable Expenditure £31,151,000
Raising Funds £530,000
Governance £0
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 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£3,797,000
£31,681,000£31,151,000£174,585,000£174,585,00015 / 0
2023
£2,421,000
£10,016,000£9,899,000£189,063,000£189,063,00014 / 0
2022
£21,823,000
£4,898,000£4,576,000£195,272,000£195,272,0000 / 0
2021
£1,257,000
£4,001,000£3,605,000£173,698,000£1,0000 / 0
2020
£1,518,000
£6,592,000£6,413,000£147,886,000£00 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Haberdashers' Charities Investment Pool

What does Haberdashers' Charities Investment Pool do?

A common investment fund managing pooled investments for various charities of which the Haberdashers' Company is trustee

How much income did Haberdashers' Charities Investment Pool report in 2024?

Haberdashers' Charities Investment Pool reported total income of £3.80m and reported expenditure of £31.68m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Haberdashers' Charities Investment Pool?

Haberdashers' Charities Investment Pool has a program ratio of 820.4%, meaning that share of its income goes directly to charitable activities. This is higher than 100% of UK Charity and VCS support charities with income £1M to £10M (sample of 520 charities). See our methodology for how this is calculated.

When was Haberdashers' Charities Investment Pool registered as a charity?

Haberdashers' Charities Investment Pool was registered with the Charity Commission for England and Wales on 27 May 2003 as charity number 1097691. It has been registered for 23 years.

Who runs Haberdashers' Charities Investment Pool?

Haberdashers' Charities Investment Pool 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 Haberdashers' Charities Investment Pool operate?

Haberdashers' Charities Investment Pool operates in City Of London, as recorded in its Charity Commission filing.

Is Haberdashers' Charities Investment Pool a registered charity?

Yes — Haberdashers' Charities Investment Pool is a registered charity in England and Wales, charity number 1097691.

Details

Address
THE CLERK
HABERDASHERS HALL
18 WEST SMITHFIELD
LONDON
EC1A 9HQ
Registration Date
27 May 2003
Status
Registered

Registry Information

Organisation Number
3999973
Charity Number
1097691

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Trustees

THE HABERDASHERS COMPANY

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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