THE HAMILTON TRUST
Charity overview
Activities - how the charity spends its money
Hamilton Trust's services provided are principally in support of raising the educational attainments of children up to age eleven within the UK, and to support the effectiveness and professional job satisfaction (and hence retention) of primary school teachers. Additionally, the trust is supporting numeracy nationally as well as education within Oxford's areas of relative disadvantage.
Income and expenditure
Data for financial year ending 30 September 2013
Total income:
£914,668
Donations and legacies | £737.04k | |
Charitable activities | £161.86k | |
Other trading activities | £0 | |
Investments | £15.52k | |
Other | £250 |
Total expenditure:
£558,148
Raising funds | £0 | |
Charitable activities | £546.14k | |
Other | £0 |
£0 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
Charitable expenditure
Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.
In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.
Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.
By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.
Income generation and governance | £12.01k | |
Charitable expenditure | £546.14k | |
Retained for future use | £356.52k |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Economic/community Development/employment
- Other Charitable Purposes
- Children/young People
- Other Charities Or Voluntary Bodies
- Other Defined Groups
- Makes Grants To Organisations
- Provides Human Resources
- Provides Services
- Provides Advocacy/advice/information
- Sponsors Or Undertakes Research
- Throughout England And Wales
Governance
- 15 October 1991: Standard registration
- 08 October 2014: Removed (Funds transferred (incor))
- 08 October 2014: Funds transferred to 1150524 WILLIAM ROWAN HAMILTON TRUST
- HAMILTON TRUST (Working name)
Financial history
Financial period end date
Income / Expenditure | 30/09/2009 | 30/09/2010 | 30/09/2011 | 30/09/2012 | 30/09/2013 | ||
---|---|---|---|---|---|---|---|
|
Total gross income | £508.43k | £535.03k | £678.15k | £1.07m | £914.67k | |
|
Total expenditure | £689.02k | £557.84k | £586.68k | £619.25k | £558.15k | |
|
Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
|
Income from government grants | N/A | N/A | N/A | N/A | N/A | |
|
Income - Donations and legacies | £311.54k | £368.35k | £589.81k | £698.64k | £737.04k | |
|
Income - Other trading activities | £0 | £0 | £0 | £0 | £0 | |
|
Income - Charitable activities | £184.62k | £165.09k | £86.69k | £210.02k | £161.86k | |
|
Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
|
Income - Investment | £11.53k | £1.34k | £1.65k | £13.37k | £15.52k | |
|
Income - Other | £750 | £250 | £0 | £149.42k | £250 | |
|
Income - Legacies | £0 | £0 | £0 | £0 | £0 | |
|
Expenditure - Charitable activities | £689.02k | £552.19k | £581.28k | £606.70k | £546.14k | |
|
Expenditure - Raising funds | N/A | N/A | N/A | N/A | N/A | |
|
Expenditure - Governance | £5.03k | £5.64k | £5.40k | £12.55k | £12.01k | |
|
Expenditure - Grants institution | £72.70k | £40.00k | £165.68k | £171.70k | £107.78k | |
|
Expenditure - Investment management | £0 | £0 | £0 | £0 | £0 | |
|
Expenditure - Other | -£1.76k | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.
Long term InvestmentsInvestments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.
These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.
Defined benefit pension scheme asset or liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.
Asset / Liability | 30/09/2009 | 30/09/2010 | 30/09/2011 | 30/09/2012 | 30/09/2013 | ||
---|---|---|---|---|---|---|---|
|
Own use assets | £250.30k | £241.34k | £232.67k | £85.92k | £83.58k | |
|
Long-term investments | £0 | £0 | £0 | £0 | £0 | |
|
Other assets | £593.66k | £562.73k | £655.13k | £1.27m | £1.62m | |
|
Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
|
Total liabilities | £39.14k | £22.05k | £14.33k | £31.56k | £22.09k |
Accounts and annual returns
Title | Reporting year | Date received | Received | Download |
---|---|---|---|---|
Annual return | 30 September 2014 | Not submitted | ||
Accounts and TAR | 30 September 2014 | Not submitted | ||
Annual return | 30 September 2013 | 31 July 2014 | 1 days late | |
Accounts and TAR | 30 September 2013 | 31 July 2014 | 1 days late | |
Annual return | 30 September 2012 | 24 July 2013 | On time | |
Accounts and TAR | 30 September 2012 | 24 July 2013 | On time | |
Annual return | 30 September 2011 | 07 July 2012 | On time | |
Accounts and TAR | 30 September 2011 | 07 July 2012 | On time |
Governing document
It is not the full text of the charity's governing document.
TRUST DEED DATED 1ST. JUNE 1988
Charitable objects
SUCH CHARITY OR CHARITIES OR FOR SUCH LEGALLY CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.
Area of benefit
NOT DEFINED
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