Guidance

Aggregate investment for accredited community development finance institutions (CDFIs) under CITR

Updated 16 August 2024

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This publication is available at https://www.gov.uk/government/publications/community-investment-tax-relief-citr-accreditation-of-community-development-finance-institutions/aggregate-investment-for-accredited-community-development-finance-institutions-cdfis-under-citr

This table sets out aggregate investment for CDFIs under the Community Investment Tax Relief (CITR) scheme.

Financial year Investment raised [footnote 1] Number of investors Investments repaid [footnote 2] Write-offs Loans made [footnote 3] Number of loans Capital repaid [footnote 4]
2022/23 £11,705,153 162 £21,385,616 £1,148,074 £20,702,496 356 £20,191,442
2021/22 £23,189,600 104 £22,625,495 £907,319 £22,832,062 365 £17,345,534
2020/21 £25,183,884 144 £10,583,610 £1,107,919 £22,426,452 419 £12,338,121
2019/20 £12,666,032 124 £7,574,864 £811,990 £22,178,228 361 £12,858,429
2018/19 £13,537,867 275 £8,277,691 £1,136,680 £19,286,535 397 £14,661,382
2017/18 £21,353,320 250 £9,214,846 £1,152,025 £17,197,438 374 £14,450,299
2016/17 £13,343,197 209 £18,054,919 £884,724 £16,221,449 451 £18,516,306

Notes:

  • figures are collated from the ‘Annual Returns’ of CDFIs eligible for CITR during the stated financial year
  • only aggregate data is published – Department for Business and Trade (DBT) guidance states publication of information, collected through annual reports, will be in a summarised form and individual CDFIs will not be identified

Find more information on the CITR scheme including:

  • how to apply for accreditation as a CDFI
  • institutions already accredited

  1. ‘Investment raised’ is for the particular financial year stated – as declared on the CDFI’s Annual Return ↩

  2. ‘Investments repaid’ may include earlier investments – that is before the stated financial year ↩

  3. ‘Loans made’ may include money from earlier investments (before the stated financial year) and, also from recirculated capital repaid ↩

  4. ‘Capital repaid’ may also include earlier repayments – that is before the stated financial year ↩

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