01 Identity
Scottish charity record
- OSCR charity number
- SC052513
- Status
- Active
- Regulatory type
- Standard
- Designated religious body
- No
- Geographical spread
- Scotland and other parts of the UK
- Volunteers
- 1-50 volunteers
- Staff
- 0
- Postcode
- EH3 7HR
02 Purpose and work
What the charity exists to do
The Charity partners with several educational institutions and other educational charities in order to provide five new scholars each year with an annual financial award to provide assistance for the duration of their undergraduate studies. We also arrange learning and insight opportunities within the investment industry so that interested students can discover the wide range of careers available and find out more from the people who work within it.
Charitable purposes
- the advancement of education
- the promotion of equality and diversity
Beneficiaries
- Other defined groups
Activities
- It makes grants, donations, loans, gifts or pensions to individuals
- It makes grants, donations or gifts to organisations
Constitutional objectives
The organisation's objective is to promote equality and diversity in the investment industry by advancing the financial education of younger people (aged 16- 30) and supporting students and others wishing to pursue careers within or related to the investment industry and finance in general. The organisation's charitable purposes are: - The promotion of equality and diversity. and - The advancement of education.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 30 April 2026 | £0 | £0 | £0 | £0 | £0 | £0 | £0 | £0 | £0 | £0 | 0 | Not supplied |
| 30 April 2025 | £52,391 | £0 | £0 | £0 | £0 | £0 | £29,022 | £0 | £0 | £0 | 0 | 28 October 2025 |
| 30 April 2024 | £101,314 | £0 | £0 | £0 | £0 | £0 | £17,796 | £0 | £0 | £0 | 0 | 23 January 2025 |
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
- 28 Walker 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.