Finance Score: 0

Governance Score: 0

Support Score: 7

Strong growth: +2
Multiple Deficits: -2
No PartB

(no info on trustees)

Overall weighted support: +7

Overall GiG Score: 7

ROBERTSON TRUST

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
There has been strong growth in spending over the last 5 years

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities	£323,000	£336,000	£380,000	£439,000		£400,000
Donations & Legacies		£1,760,000	£1,343,000	£915,000
Other Income		£102,000				£200,000
Investment Income	£21,487,000	£21,811,000	£22,253,000	£6,125,000		£5,900,000
Total income	£21,810,000	£24,009,000	£23,976,000	£7,479,000	£21,875,000	£1,302,800,000
Charitable activities spending	£21,463,000	£24,688,000	£24,391,000	£25,058,000		£25,600,000
Fundraising costs
Other spending	£68,000					£896,500,000
Total spending	£21,531,000	£24,688,000	£24,391,000	£25,058,000	£27,382,000	£922,100,000
Surplus/deficit	£279,000	-£679,000	-£415,000	-£17,579,000	-£5,507,000	£380,700,000

Established: 62 years

www.therobertsontrust.org.uk

Listed activities

It makes grants, donations or gifts to organisations

GiG Classification

Provides financial or material assistance

Purposes

The advancement of citizenship or community development
The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

Operations cover all or most of Scotland, main operating location: Glasgow City

Who it helps

Other charities or voluntary bodies

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - Grant to Each and Every Child, The Robertson Trust
£199,000	27/03/2024 36	Towards core costs to enable Each and Every Child to consolidate practice change across organisations, individuals and communities to reframe the way people speak about the care system
Esmee Fairbairn - Grant to The Robertson Trust
£13,000	20/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Esmee Fairbairn - Grant to The Robertson Trust
£180,000	17/06/2020 36	Towards the Each and Every Child Initiative, a collaborative project to transform the public narrative about children and young people in the care system in Scotland.
Paul Hamlyn Foundation - Women Centre Programme
£100,000	15/03/2016 12	The grant will contribute to the development and evaluation of two Women Centres in Scotland (Fort William and Cumnock) that will meet the needs and aspirations of all women, girls and families. These centres will help the most vulnerable women, ....more The grant will contribute to the development and evaluation of two Women Centres in Scotland (Fort William and Cumnock) that will meet the needs and aspirations of all women, girls and families. These centres will help the most vulnerable women, girls and their families to be safer, happier, healthier and more achieving.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees

Sorry we have no information about the Trustees.

Legal constitution

Charity registered in Scotland on 18/03/1963, number: SC002970

Filing Record

5 returns made; all on time

Main office

Robertson House, 152 Bath Street, Glasgow, G2 4TB

Objectives

HEREBY DECLARE that the Trustees have accepted and will accept the Trust hereby constituted and will hold the Trust Estate in Trust always for the purposes and subject to the terms and conditions and under the powers, privileges, immunities and discretions following, that is to, say,... (FOURTH) For payment out of the capital of the Trust Estate at any time or times after the Thirtieth day of April in the year Two thousand and one in equal or unequal amounts subject to such conditions in accordance with the purposes of this Trust as the Trustees may in their sole uncontrolled discretion determine for such charitable purposes as the Trustees may in their sole and uncontrolled discretion determine and for such charitable purposes only.

Data Sources

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