# The Personal Assets Foundation

## Details

- **Country:** Scotland
- **Charity number:** SC052513
- **Status:** Active
- **Legal form:** SCIO (Scottish Charitable Incorporated Organisation)
- **Registered:** April 26, 2023
- **Register:** https://www.oscr.org.uk/about-charities/search-the-register/charity-details?number=SC052513


## Contact

- **Address:** 28 Walker Street, Edinburgh
- **Postcode:** EH3 7HR



## Activities

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

**Purposes:** 'the advancement of education','the promotion of equality and diversity'

**What the charity does:** 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.

**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.





## Areas of operation

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



## Finances

| Period end | Income | Expenditure | Assets | Employees | Accounts |
|---|---|---|---|---|---|
| April 30, 2026 | £0 | £0 |  -  | 0 |  |
| April 30, 2025 | £52391 | £29022 |  -  | 0 | [PDF](/sc/SC052513/files/2025-04-30-accounts.pdf) (996.2 KB) |
| April 30, 2024 | £101314 | £17796 |  -  | 0 |  |