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home >> charity search >> the hymans robertson foundation
Finance Score: -3
Governance Score: 6
Support Score: 3
  • Strong growth: +2
  • Multiple Deficits and declines: -5
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +3
Overall GiG Score: 6 ?

THE HYMANS ROBERTSON FOUNDATION 

The Hymans Robertson Foundation partners with other charities to further two core campaigns:1. Improving the Financial literacy of disadvantaged young people2. Supporting long term local community projects, aimed at improving the lives of those in needThe Foundation also matches funds raised by Hymans Robertson LLP employees and occasionally makes ad hoc donations, within Foundation objects
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from several prominent grant makers recently
  • There has been strong growth in spending over the last 5 years, despite a decline more recently
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity only provides its support via other charities
  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile and on several occasions in recent years less than spending
miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/23£224£284£-61n/an/an/an/an/a0
31/03/22£199£158£41n/an/an/an/an/a0
31/03/21£221£94£127n/an/an/an/an/a0
31/03/20£329£442£-113n/an/an/an/an/a0
31/03/19£152£193£-40n/an/an/an/an/a0
31/03/18£359£63£297£0£0£0n/a00
31/03/17£0£0£0n/an/an/an/an/a0
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 8 years

www.hymansrobertsonfoundation.org/

01316565000

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Organisations
  • Provides advocacy/advice/information
Where it operates
  • Scotland, Throughout England And Wales,
Who it helps
  • Other Charities Or Voluntary Bodies

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months		 To be used for
Department for Work and Pensions - CHIPD CHESTER LIMITED
£13,089 01/04/2022
The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - CHIPD CHESTER
£1,500 01/04/2021
The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Legal constitution
  • Charity registered in England & Wales on 30/08/2016, number: 1168951
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
7 returns made; all on time
Main office

Exchange Place One
1 Semple Street
Edinburgh
EH3 8BL

Objectives

TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN PARTICULAR BUT NOT LIMITED TO:1. THE ADVANCEMENT OF EDUCATION;2. THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE;3. THE ADVANCEMENT OF HEALTH OR THE SAVING OF LIVES.AND IN PARTICULAR, BUT NOT EXCLUSIVELY, BY THE PROVISION OF GRANTS TO SUPPORT ACTIVITIES CARRIED ON IN PURSUANCE OF ANY OF THE ABOVE PURPOSES.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE ANY APPLICATION OF THE PROPERTY OF THE CIO FOR ANY PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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