Investream Charitable Trust
Charity Number: 1097052
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Quick Stats
- Annual Giving: £786,398 (2023)
- 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 on 15 April 2003. The trust is a private grant-making foundation that distributes grants to charitable causes consistent with its overall charitable objectives. In the 2023 financial year, the trust had an income of £822,399 and distributed £786,398 in charitable spending. The trust's highest annual income was recorded in 2018 at over £4 million. Governed by two trustees, Graham Shurek Morris and Mark Shurek Morris (a surveyor), the trust operates with no paid staff and no trustee remuneration. The trust is registered for Gift Aid and maintains multiple governance policies. One trustee, Mark Morris, also serves on the board of The Jewish Leadership Council, indicating connections to Jewish community organizations.
Funding Priorities
Grant Programs
The trust operates as a grant-making foundation that distributes funds to charitable organizations. Specific grant programs, 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.
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Governance and Leadership
Trustees:
- Graham Shurek Morris - Joint trustee with connections to multiple charitable organizations including The Jewish Leadership Council
- Mark Shurek Morris - Joint trustee, occupation: 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 organized by The Jewish Leadership Council and Work Avenue, which provided emergency relief to those suffering during lockdown with an initial £250,000 fund.
Application Process and Timeline
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 inquire 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 organizations 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
- With variable annual income and spending patterns, the trust appears to make strategic decisions about grant distribution rather than maintaining consistent annual giving levels
As a private trust without publicly available grant recipients or application guidelines, potential applicants may benefit from:
- Seeking introductions through current funders or organizations 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
- Variable Giving: Annual distributions vary significantly (£786,398 in 2023, but over £4 million in 2018), suggesting strategic grant-making rather than consistent annual programs
- Broad Objectives: The trust's charitable purposes are deliberately broad, covering education, poverty relief, disability, and general community benefit
- Jewish Community Connections: Trustee involvement with The Jewish Leadership Council suggests 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: Organizations interested in funding should contact the trust directly to inquire about funding opportunities and eligibility before assuming they accept applications
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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 []
- Financial information from Charity Commission filings for financial year ending 30 April 2023 and 30 April 2024