01 Identity
Scottish charity record
- OSCR charity number
- SC040205
- Status
- Active
- Regulatory type
- Standard
- Designated religious body
- No
- Geographical spread
- Scotland and other parts of the UK
- Volunteers
- 101-250 volunteers
- Staff
- 7
- Postcode
- EH3 7JF
02 Purpose and work
What the charity exists to do
Our mission is to improve the understanding of finance, investment and economics. We achieve this by working with a range of groups - including schools, universities, charities and businesses - funded by our courses and other revenue generating activities
Charitable purposes
- the advancement of education
Beneficiaries
- No specific group, or for the benefit of the community
Activities
- It carries out activities or services itself
Constitutional objectives
The Objects of the Trust are (a) the advancement of the education of the public by the development of financial education (b) such educational purpose or purposes as are charitable in law as the Trustees consider to be incidental to the purpose referred to in the foregoing sub-clause (a) hereof or otherwise concerned with the development of financial education as the Trustees shall from time to time determine: and (c) to promote such similar purposes, objects or institutions charitable in law and in such proportions and manner as the Trustees shall think fit.
03 Annual returns
Income and expenditure history
| Year end | Total income | Donations | Charitable activities income | Trading income | Investment income | Other income | Total expenditure | Raising funds | Charitable activities spending | Other spending | Staff | Return received |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 31 December 2025 | £493,823 | £0 | £0 | £0 | £0 | £0 | £517,228 | £0 | £0 | £0 | 7 | 17 September 2026 |
| 31 December 2024 | £236,940 | £0 | £0 | £0 | £0 | £0 | £511,324 | £0 | £0 | £0 | 7 | 25 September 2025 |
| 31 December 2023 | £725,576 | £256,494 | £0 | £469,082 | £0 | £0 | £593,477 | £15,682 | £577,795 | £0 | 7 | 27 September 2024 |
| 31 December 2022 | £494,819 | £251,871 | £0 | £242,948 | £0 | £0 | £364,902 | £0 | £364,902 | £0 | 7 | 24 August 2023 |
| 31 December 2021 | £353,433 | £296,048 | £0 | £57,385 | £0 | £0 | £187,755 | £0 | £187,755 | £0 | 7 | 22 September 2022 |
Figures are those reported by the charity and supplied in the OSCR bulk download. Blank facts remain distinct from zero.
04 Contact record
Principal office or trustees address
- Address supplied to OSCR
- FAO: Russell Napier Esq, 33 Melville Street, Edinburgh
- Website supplied to OSCR
- Not supplied
- Parent charity
- Not supplied
No direct external links on this profile. The official OSCR record and source documentation are available through BritDB’s dedicated source page.
05 Provenance
Source for this profile
© Crown Copyright and database right 2026. Contains information from the Scottish Charity Register supplied by the Office of the Scottish Charity Regulator and licensed under the Open Government Licence v.3.0. BritDB is an independent service and does not claim to be the Scottish Charity Register.