Guidance

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

Updated 31 March 2025

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

Notes:

  • figures are collated from the 鈥楢nnual Returns鈥� of CDFIs eligible for CITR during the stated financial year
  • only aggregate data is published 鈥� 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. 鈥業nvestment raised鈥� is for the particular financial year stated 鈥� as declared on the CDFI鈥檚 Annual Return聽鈫�

  2. 鈥業nvestments repaid鈥� may include earlier investments 鈥� that is before the stated financial year聽鈫�

  3. 鈥楲oans made鈥� may include money from earlier investments (before the stated financial year) and, also from recirculated capital repaid聽鈫�

  4. 鈥楥apital repaid鈥� may also include earlier repayments 鈥� that is before the stated financial year聽鈫�

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