Investream Charitable Trust

Quick Stats

• Annual Giving: Not publicly disclosed
• Success Rate: Not publicly available
• Decision Time: Not publicly available
• Grant Range: Not publicly disclosed
• Geographic Focus: England and Wales (operates worldwide in practice)

Contact Details

Address: 1 Portland Place, London W1B 1PN

Phone: 020 7486 2800

Email: Info@Investream.com

Charity Number: 1097052

Overview

INVESTREAM CHARITABLE TRUST was registered as a charity in England and Wales in 2003. The trust is a private grant-making foundation that distributes grants to charitable causes consistent with its overall charitable objectives. Governed by two trustees, Graham Shurek Morris and Mark Shurek Morris (a chartered surveyor), the trust operates with no paid staff and no trustee remuneration. The trust is registered for Gift Aid and maintains multiple governance policies. Both trustees also serve on the board of The Jewish Leadership Council, indicating connections to Jewish community organisations.

Funding Priorities

Grant Programs

The trust operates as a grant-making foundation that distributes funds to charitable organisations. Specific grant programmes, amounts, and application methods are not publicly disclosed. The trust appears to operate as a private foundation, and it is unclear whether unsolicited applications are accepted.

Priority Areas

The trust supports charitable causes across multiple areas:

• Education - Advancement of education
• Poverty Relief - Relief of poverty and infirmity
• Health and Well-being
• Disability - Support for people with disabilities
• Children and Young People
• Elderly/Older People
• Accommodation/Housing
• Arts/Culture
• Overseas Aid
• Other Charities/Voluntary Bodies

The trust aligns with UN Sustainable Development Goals including Good Health & Well-Being, Quality Education, and Reduced Inequalities.

What They Don't Fund

Information about specific exclusions is not publicly available.

Ready to write a winning application for Investream Charitable Trust?

Our AI helps you craft proposals that match their exact priorities. Save hours and increase your success rate.

Learn more >

Governance and Leadership

Trustees:

• Graham Shurek Morris - Joint trustee with connections to multiple charitable organisations including The Jewish Leadership Council
• Mark Shurek Morris - Joint trustee, occupation: Chartered surveyor; also serves as a trustee of The Jewish Leadership Council

Governance Structure:

• No trustees receive remuneration, payments, or benefits from the charity
• No employees with benefits over £60,000
• No trading subsidiaries
• Registered for Gift Aid
• Multiple governance policies in place

The trust was involved in the 2020 community virus fund organised by The Jewish Leadership Council and Work Avenue, which provided emergency relief to those suffering during lockdown with an initial fund of £250,000 (which grew to almost £300,000 with additional pledges).

How to Apply to Investream Charitable Trust

How to Apply

The trust does not appear to have a public application process or published guidelines for unsolicited applications. As a private charitable trust, it may operate on an invitation-only basis or through existing relationships and networks. No information is available on the Charity Commission register or public sources about how to submit grant applications.

Potential applicants may wish to contact the trust directly at the contact details provided above to enquire about funding opportunities.

Decision Timeline

Not publicly available.

Success Rates

Not publicly available.

Reapplication Policy

Not publicly available.

Application Success Factors

Due to the limited public information available about this trust's grant-making criteria and application process, specific success factors are difficult to determine. However, based on available information:

• The trust has connections to Jewish community organisations through its trustees, particularly The Jewish Leadership Council, suggesting potential interest in Jewish community causes
• The trust participated in emergency community relief efforts during the COVID-19 pandemic, indicating responsiveness to urgent community needs
• The trust's charitable objects are broad, covering education, poverty relief, and general community benefit

As a private trust without publicly available grant recipients or application guidelines, potential applicants may benefit from:

• Seeking introductions through current funders or organisations connected to the trustees
• Demonstrating alignment with the trust's broad charitable objectives
• Focusing on causes related to education, poverty relief, or community benefit

Key Takeaways for Grant Writers

• Private Foundation: INVESTREAM CHARITABLE TRUST operates as a private grant-making trust with no publicly available application process; unsolicited applications may not be accepted
• Broad Objectives: The trust's charitable purposes are deliberately broad, covering education, poverty relief, disability, and general community benefit
• Jewish Community Connections: Both trustees serve on the board of The Jewish Leadership Council, suggesting possible interest in Jewish community causes, though the trust's scope is not limited to this area
• Relationship-Based: Without public application information, access to funding likely depends on existing relationships or introductions through networks connected to the trustees
• No Public Recipients List: The trust does not publish information about grant recipients, making it difficult to identify funding patterns or successful applicant profiles
• Contact First: Organisations interested in funding should contact the trust directly to enquire about funding opportunities and eligibility before assuming they accept applications

Similar Funders

These funders have a similar focus and geographic reach:

• Toby And Regina Wyles Charitable Trust
• Middle Way Trust
• The S And Y Charitable Trust
• The Dmf Ellis Charitable Trust
• Grace Charitable Trust
• The J And H Orlander Trust
• The De Brye Charitable Trust
• The Musk-burton Family Trust
• The Tula Trust Limited
• John James Underdown Charitable Trust

References

• Charity Commission Register of Charities: INVESTREAM CHARITABLE TRUST (1097052). Available at: https://register-of-charities.charitycommission.gov.uk/charity-details/?regId=1097052&subId=0
• Giving is Great: Charity Factsheet - INVESTREAM CHARITABLE TRUST. Available at: https://givingisgreat.org/charity-factsheet/?regNo=1097052
• Jewish News: Investream Charitable Trust topic page. Available at: https://www.jewishnews.co.uk/topic/investream-charitable-trust/
• The Jewish Leadership Council: Trustees. Available at: https://www.thejlc.org/trustees
• The Jewish Chronicle: Jewish Leadership Council teams up with business charity Work Avenue to set up coronavirus fund. Available at: https://www.thejc.com/news/jewish-leadership-council-teams-up-with-business-charity-work-avenue-to-set-up-coronavirus-fund-hi6h256p (20 April 2020)