WS Epworth Investment Funds for Charities
Activities
As described by the charity on the register
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.
Latest income
£47.0m
Expenditure
£542k
Financial year end
2024-10-31
Income & spending history
As reported to the Charity Commission, by financial year end
| Year end | Income | Expenditure | |
|---|---|---|---|
| 2020-10-31 | £9.2m | £1.3m | |
| 2021-10-31 | £17.2m | £1.6m | |
| 2022-10-31 | £15.2m | £1.6m | |
| 2023-10-31 | £10.1m | £1.0m | |
| 2024-10-31 | £47.0m | £542k |
Latest detailed return
Year end 2024-10-31
Income mix
| Donations & legacies | £0 |
| Charitable activities | £0 |
| Trading | £0 |
| Investment income | £7.7m |
| Total income | £7.7m |
Spending
| Charitable spend | £0 |
| Raising funds | £542k |
| Grants to institutions | £0 |
| Governance | £0 |
| Total expenditure | £542k |
Balance sheet
| Reserves | £0 |
| Total funds | £302m |
| — restricted | £0 |
| — unrestricted | £302m |
| — endowment | £0 |
| Total assets | £302m |
| Cash | £6.2m |
People
| Employees | 0 |
Classification
The charity's own register classification
What it does
- General Charitable Purposes
Who it helps
- Other Charities Or Voluntary Bodies
How it works
- Other Charitable Activities
Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.