Overall GiG Score: 16 ?
Finance Score: 1
Governance Score: 6
Support Score: 9
  • Deficit latest year: -2
  • Fundraising costs low: +3
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +9

UPWARD MOBILITY LTD 

Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • Income was lower than spending in the latest year
Established: 17 years
Scottish Charity RegulatorCompanies House
UN SDGs
?
Financial Data
Income & Spending ?
Period ending 31/10/17 31/10/18 31/10/19 31/10/20 31/10/21 31/10/22
Charitable activities £1,758,770 £1,948,978 £1,974,209 £1,935,391 £1,778,936
Donations & Legacies £11,766 £13,218 £3,151 £4,221
Other Income
Investment Income £53 £145 £91 £22 £209
Total income £1,540,958 £1,849,079 £2,001,712 £2,158,719 £1,944,779 £1,824,821
Charitable activities spending £1,752,884 £1,955,003 £1,816,572 £1,947,283 £2,117,643
Fundraising costs 4% 2% 0% 2% 1% 2%
Other spending
Total spending £1,457,652 £1,797,879 £1,961,587 £1,862,513 £1,962,689 £2,148,778
Surplus/deficit £83,306 £51,200 £40,125 £296,206 -£17,910 -£323,957
What it does
  • It carries out activities or services itself
Who it helps
  • Children or young people
  • Older People
  • People with disabilities or health problems','Other defined groups','Other charities or voluntary bodies
Purposes
  • The advancement of health
Where it operates
  • More than one local authority area in Scotland, main operating location: City of Edinburgh

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.

Major supporters in last 5 years
Henry Smith Charity£217,100
Scottish Government£117,291
RS Macdonald Charitable Trust£64,753
National Lottery Community Fund£57,767
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Upward Mobility
£1,008 21/10/2023
We help adults with learning disabilities to develop their potential, with a diverse range of creative and educational workshops ranging from cookery and arts, to music and gardening.
RS Macdonald Charitable Trust - Upmo Connect - Change for the Future
£42,153 24/11/2022
Upmo has adapted at pace to the challenges of the pandemic including the development of a suite of digital content and interactive workshops. We need to develop this digital, blended service to ....more
Co-Operative Group - Grant to Upward Mobility Ltd (Upmo)
£1,306 22/10/2022
We need an inclusive world where all vulnerable adults receive the respect, protection, support and opportunities needed to develop potential and play a rewarding and contributing role in society.
RS Macdonald Charitable Trust - Business Scaling Project
£9,200 04/02/2022
Building on the creation and development of Upmo Connect, our online multiplatform education and support service for adults with learning disabilities and autism, we wish to commence a business ....more
National Lottery Community Fund - Duddingston Outdoor Learning Project
£10,000 02/02/2022
This group will use to funding to deliver outdoor workshops focusing on climate action with adults with learning disabilities and autism within Jock Tamsons Gairden along with making adaptations to ....more
Henry Smith Charity - Grant to Upward Mobility Ltd
£59,900 29/03/2021
towards one year's running costs of the 'Connect Project' providing a range of support and activities for adults and young people who have learning disabilities and autism who have been impacted by ....more
Scottish Government - Upward Mobility Ltd
£23,899 22/03/2021
Detailed description not provided.
RS Macdonald Charitable Trust - Data Management Improvement Programme
£13,400 16/12/2020
Requesting support to further upgrade and improve the use of technology throughout the organisation to develop and implement a tailored data gathering digital platform that will improve student ....more
National Lottery Community Fund - ‘Upmo Connect’ supporting vulnerable adults at high risk from impact of COVID-19
£37,767 15/07/2020
5
This group provide support and learning opportunities to adults with learning disabilities and autism including those with severe physical disabilities and those with complex healthcare needs. The ....more
Scottish Government - Upward Mobility
£68,892 22/05/2020
Detailed description not provided.
Scottish Government - Upward Mobility Ltd
£24,500 21/05/2020
Detailed description not provided.
The Clothworkers Foundation - Grant to Upward Mobility Ltd
£5,000 01/05/2020
COVID19 : purchase IT equipment for a charity that works with older people with disabilities in Edinbugh
National Lottery Community Fund - Upmo Connect
£10,000 01/05/2020
5
This group will use the funding to create online video content to engage adult students with learning disabilities to keep their community connected and informed during the COVID-19 crisis.
Foundation Scotland - Grant to Upward Mobility Ltd
£5,000 22/04/2020
To contribute towards the purchase of IT equipment, VPNs, software and licenses and to contribute to the costs of activity packs to enable Upward Mobility to deliver its ?Upmo Connect? project.
Henry Smith Charity - Grant to Upward Mobility Ltd
£157,200 11/09/2019
36
towards three years' salary of two Case Workers at a project providing support to young adults with learning disabilities and autism across the Lothians
Garfield Weston Foundation - Main Grants award
£15,000 08/05/2019
Upward Mobility Leith Campus
Robertson Trust - The capital costs of the Leith Campus (Links House) and the salary costs of the Team Leaders
£92,000 12/03/2019
The capital costs of the Leith Campus (Links House) and the salary costs of the Team Leaders
The Clothworkers Foundation - Grant to Upward Mobility
£20,000 07/02/2019
renovation of a building for a charity which works with people with disabilities in Edinburgh
Wolfson Foundation - Grant to Upward Mobility Project
£30,000 04/12/2017
IT equipment
RS Macdonald Charitable Trust - Stepping Up
£50,400 29/11/2017
Increasing the capacity of Upward Mobility enabling them to meet the increasing demand from people with additional support needs for services.
Scottish Council for Voluntary Organisations - UpMo Connect
£10,000 04/03/2017
This national project aims to harness the potential of digital media to enable their students – all of whom have additional support needs – to: tell their stories and express their opinions ....more
RS Macdonald Charitable Trust - iMuse IT Project
£21,000 25/05/2016
Harnessing the best technology to vastly improve learning and communication, both within the project and in life, reduce vulnerability and improve the quality of life for our students. Also ....more
Scottish Council for Voluntary Organisations - Upload Mobility from Upward Mobility
£14,754 01/12/2015
We have a rich history of using technology to enrich our workshops, and the results are undeniable. Joyful, high quality creative work has been the backbone of the hundreds of lives we have changed ....more
Robertson Trust - The Salary Costs of the Curriculum Manager
£30,000 30/04/2015
The Salary Costs of the Curriculum Manager
National Lottery Community Fund - Upward Mobility Transport
£10,000 19/03/2013
12
This group will purchase a new 12-seater accessible mini bus to enable the group to transport adults with learning disabilities to a wide range of outdoor activities.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Directors (7)
Current Directors appointed
Gender Split

Age Range of Directors: 45-65
  • ALI, Nasir
    Appointed: 2021
    Occupation: Chartered Accountant
Legal constitution
  • Charity registered in Scotland on 07/03/2007, number: SC037917
  • Registered at Companies House on 11/10/2006, number: SC309982
Filing Record
5 returns made; all on time
Main office

Links House, Suite 4/5, 15 Links Place, Edinburgh, EH6 7EZ

Objectives

The company's objects are the advancement of mental health

Data Sources

Scottish Charity Regulator
360 Giving
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