SLOANE ROBINSON FOUNDATION

Charity number: 1068286
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant making organisation

Income and expenditure

Data for financial year ending 29 February 2024

Total income:
£983,673

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £280.39k
Other £703.28k

Total expenditure:
£995,495

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Raising funds £11.82k
Charitable activities £983.67k
Other £0

-£1,369,311 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.

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Raising funds and other expenditure £11.82k
Charitable expenditure £983.67k

People

3 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 24 February 1998: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DEBORAH FISHER Trustee 09 March 2015
BROADWALL FOUNDATION
Received: On time
THE LESLIE SMITH FOUNDATION
Received: On time
THE RIVER FARM FOUNDATION
Received: On time
THE SOUTH STREET GREEN ROOM FOUNDATION
Received: On time
PROSPERO WORLD
Received: On time
THE CARNELIAN TRUST
Received: On time
THE QUEEN ANNE'S GATE FOUNDATION
Received: On time
GEORGE EDWARD SILVANUS ROBINSON Trustee 19 February 1998
THE PHAROS FOUNDATION
Received: On time
BROADWALL FOUNDATION
Received: On time
HUGH PATRICK SLOANE Trustee 19 February 1998
None on record

Financial history

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Financial period end date

Income / Expenditure 29/02/2020 28/02/2021 28/02/2022 28/02/2023 29/02/2024
Total gross income £193.30k £711.81k £847.81k £765.64k £983.67k
Total expenditure £455.65k £737.87k £853.96k £776.66k £995.50k
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 N/A £0 £0 £0 £0
Income - Other trading activities N/A £0 £0 £0 £0
Income - Charitable activities N/A £0 £0 £0 £0
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £151.49k £262.71k £260.44k £280.39k
Income - Other N/A £560.32k £585.10k £505.19k £703.28k
Income - Legacies N/A £0 £0 £0 £0
Expenditure - Charitable activities N/A £711.81k £847.81k £765.64k £983.67k
Expenditure - Raising funds N/A £26.06k £6.14k £11.02k £11.82k
Expenditure - Governance N/A £9.33k £25.89k £33.82k £33.73k
Expenditure - Grants institution N/A £547.26k £681.65k £693.80k £683.29k
Expenditure - Investment management N/A £26.06k £6.14k £11.02k £11.82k
Expenditure - Other N/A £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 29/02/2020 28/02/2021 28/02/2022 28/02/2023 29/02/2024
Own use assets N/A £0 £0 £0 £0
Long-term investments N/A £19.46m £14.67m £12.82m £14.41m
Other assets N/A £1.07m £1.86m £4.47m £686.13k
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £52.58k £36.02k £26.51k £39.87k

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 29 February 2024 18 December 2024 On Time
Accounts and TAR 29 February 2024 18 December 2024 On Time Download Open in new window
Annual return 28 February 2023 21 December 2023 On Time
Accounts and TAR 28 February 2023 21 December 2023 On Time Download Open in new window
Annual return 28 February 2022 14 December 2022 On Time
Accounts and TAR 28 February 2022 14 December 2022 On Time Download Open in new window
Annual return 28 February 2021 21 December 2021 On Time
Accounts and TAR 28 February 2021 21 December 2021 On Time Download Open in new window
Annual return 29 February 2020 18 December 2020 On Time
Accounts and TAR 29 February 2020 18 December 2020 On Time Download Open in new window
Submit annual return Open in new window

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 19TH FEBRUARY 1998 AS AMENDED BY DEEDS OF VARIATION DATED 25 FEBRUARY 1999 AND 3RD MARCH 2005

Charitable objects

(A) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC AND IN PARTICULAR BUT NOT SO AS TO LIMIT THE GENERALITY OF THE FOREGOING:- (1) TO FUND SCHOLARSHIPS FOR BRITISH AND OVERSEAS STUDENTS TO STUDY AT BRITISH SCHOOLS AND PLACES OF HIGHER EDUCATION AND FOR BRITISH STUDENTS TO STUDY OVERSEAS IN ORDER TO ENCOURAGE HIGH STANDARDS OF LEARNING. (AT AN UNDERGRADUATE LEVEL, EMPHASIS SHOULD BE ON LIBERAL ARTS AND ORTHODOX SCIENCES, BUT NOT RELIGION, SOCIAL SCIENCES AND LANGUAGES. THERE SHOULD BE NO RESTRICTION ON THE SUBJECTS WHICH CAN BE STUDIED AT POST-GRADUATE LEVEL. IN THE CASE OF FUNDING STUDY OVERSEAS THERE SHOULD BE AN EMPHASIS ON THE STUDY OF SUBJECTS IN WHICH THE COUNTRY CONCERNED OFFERS BETTER COURSES - E.G. CHINESE HISTORY IN CHINA.) (2) TO FUND FELLOWSHIPS AND PROFESSORSHIPS AT UNIVERSITIES AND PLACES OF HIGHER EDUCATION FOR BOTH TEACHING AND RESEARCH. (EMPHASIS SHOULD BE ON LIBERAL ARTS AND ORTHODOX SCIENCES, RATHER THAN RELIGION, SOCIAL SCIENCES AND LANGUAGES. (3) TO FUND RESEARCH INTO CONTROVERSIAL ISSUES OF PUBLIC POLICY (E.G. PRISON POLICY, DECRIMINALIZATION OF CANNABIS, POPULATION ISSUES) ON CONDITION THAT THE USEFUL RESULTS OF SUCH RESEARCH ARE PUBLISHED AND PROVIDED THAT THE TRUSTEES SHALL ENSURE THAT ANY SUCH RESEARCH WHICH THEY FUND AND THE RESULTS OF WHICH ARE PUBLISHED IS OBJECTIVE AND PROVIDED FURTHER THAT THE TRUSTEES SHALL NOT CAMPAIGN TO CHANGE THE LAW OF ENGLAND AND WALES AS IT APPLIES TO SUCH ISSUES. (4) TO FUND YOUNG PEOPLE SEEKING TO ENHANCE THEIR CHARACTER AND UNDERSTANDING BY WORKING IN DEVELOPING COUNTRIES ON PROJECTS WHICH TRANSFER SKILLS AND KNOWLEDGE TO LOCAL PEOPLE. (B) FOR THE GENERAL BENEFIT OF THE PUBLIC IN SUCH MANNER AS MAY BE CHARITABLE AND IN PARTICULAR BUT NOT SO AS TO LIMIT THE GENERALITY OF THE FOREGOING:- (1) TO FUND THE ESTABLISHMENT OF IMPROVED ACADEMIC FACILITIES INCLUDING CONSTRUCTION OF NEW BUILDINGS, THE PROVISION OF FURNISHING AND EQUIPMENT AND THE PURCHASE OF BOOKS. (ONLY IN EXCEPTIONAL CIRCUMSTANCES SHOULD FUNDS BE PROVIDED FOR THE PROVISION OF SPORTING FACILITIES AND THEN ONLY TO ADVANCE THE EDUCATION OF THE PUBLIC. (2) TO FUND PROVISION OF BUILDINGS (INCLUDING ACCOMMODATION) FOR REHABILITATION AND OTHER FORMS OF TRAINING. (3) TO FUND THE PROVISION OF FACILITIES WHICH IMPROVE THE LIVES OF LOCAL PEOPLE AND ENHANCE THE ENVIRONMENT AND WHICH WILL BE ECONOMICALLY VIABLE ONCE THE COST OF ESTABLISHMENT HAS BEEN MET.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Unit 4 Hill Farm
Kirby Road
Kirby Bedon
NORWICH
NR14 7DU
Phone:
01508480100
Email:
info@fisherlegal.co.uk
Website:

No information available