THE HAMILTON TRUST

Charity number: 1004205
Removed charity

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

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Donations and legacies £737.04k
Charitable activities £161.86k
Other trading activities £0
Investments £15.52k
Other £250

Total expenditure:
£558,148

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Raising funds £0
Charitable activities £546.14k
Other £0

£0 investments gains (losses)

Charitable expenditure

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.

Text alternative for this canvas graphic is in the data table below.
Income generation and governance £12.01k
Charitable expenditure £546.14k
Retained for future use £356.52k

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 15 October 1991: Standard registration
  • 08 October 2014: Removed (Funds transferred (incor))
  • 08 October 2014: Funds transferred to 1150524 WILLIAM ROWAN HAMILTON TRUST
Organisation type:
Trust
Other names:
  • HAMILTON TRUST (Working name)
Gift aid:
No information available
Other regulators:
No information available
Policies:
No policies declared
Land and property:
No information available

Financial history

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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
Own use assets

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 Investments

Investments 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.

Other assets

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 liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These 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.

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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

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
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

Details of the type of governing document the charity has and when it was established.
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

The area the charity can operate in, as set out in its governing document.

NOT DEFINED