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Ws Epworth Investment Funds For Charities

Also known as: Epworth Investment Funds for Charities

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.

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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.

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
£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

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£46,984,000
£542,000£0£301,529,000£00 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Ws Epworth Investment Funds For Charities

What does Ws Epworth Investment Funds For Charities do?

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.

How much income did Ws Epworth Investment Funds For Charities report in 2024?

Ws Epworth Investment Funds For Charities reported total income of £46.98m and reported expenditure of £542k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

When was Ws Epworth Investment Funds For Charities registered as a charity?

Ws Epworth Investment Funds For Charities was registered with the Charity Commission for England and Wales on 5 April 2019 as charity number 1182845. It has been registered for 7 years.

Who runs Ws Epworth Investment Funds For Charities?

Ws Epworth Investment Funds For Charities is governed by a board of 2 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Ws Epworth Investment Funds For Charities operate?

Ws Epworth Investment Funds For Charities operates across 3 areas: Northern Ireland, Scotland and England And Wales.

Is Ws Epworth Investment Funds For Charities a registered charity?

Yes — Ws Epworth Investment Funds For Charities is a registered charity in England and Wales, charity number 1182845.

Details

Address
Waystone Management (UK) Ltd
Central Square
29 Wellington Street
LEEDS
LS1 4DL
Registration Date
5 April 2019
Status
Registered

Registry Information

Organisation Number
5126079
Charity Number
1182845

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Trustees

The Bank of New York Mellon (International) Limited
Waystone Management (UK) Limited

Also Known As

  • Epworth Investment Funds for Charities

Data & trust

Register data refreshed
14 May 2026
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