OpenCharities

The Personal Assets Foundation

Country
Scotland
Charity number
SC052513
Status
Active
Registered
April 26, 2023
Legal form
SCIO (Scottish Charitable Incorporated Organisation)

Address

Address
28 Walker Street
Edinburgh
EH3 7HR

Activities

'It makes grants, donations, loans, gifts or pensions to individuals','It makes grants, donations or gifts to organisations'

'the advancement of education','the promotion of equality and diversity'

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.

Beneficiaries: 'Other defined groups'

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.

Geography

Main operating location
City of Edinburgh
Geographical spread
Scotland and other parts of the UK

Finances

Period end Income Expenditure
April 30, 2026 £0 £0
April 30, 2025 £52,391 £29,022
April 30, 2024 £101,314 £17,796