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2015-16 in numbers

Please note that The Robertson Trust has published its new Giving Strategy. This sets out the priorities we will have when awarding funds through our open grants programme. The existing application form and guidelines can still be used until July 31st. In line with our existing procedures, we will aim to assess and present all applications received by this date to our September Board meeting. In the event that we are unable to do so, your application may be held until our November meeting. In such cases a member of staff will contact you and provide any assistance required to realign your application with the new Giving Strategy. Find out all you need to know here.

Each year it is with great pleasure that I can report we have received more income than ever before from our investment in Edrington.

For the year under review our total giving was £17.1M with 704 awardees. Of these 308 (£4.6M) received funding for the first time from the Trust.

The breakdown of the awards shows that our main funding categories continued to be Education and Training at 34% of our all awards, Care at 19%, Health at 21%, Community Facilities and Services 8% and Community Arts at 7%. These awards were spread across the length and breadth of Scotland from remote rural communities to the most densely populated inner cities.

The size of our awards also varied greatly but the majority of our funding was as part of our Main and Small awards programmes which accounted for 72% of the total. Main awards averaged £31K each and there were 298 such awards. The 389 Small awards were on average £8K. In both cases most were across several years.

Awards to development projects totalled £344K representing 2% of the total donations (2015: £1M - 6%). The drop in this type of award was due to a pause in funding as a result of the strategic review process we were undergoing. Having said that 6 new projects were funded within the existing three priority development areas which we have continued to support.

As well as our grant making, we have continued to help build capacity within the charity sector through our investment in Robertson House. We now have 26 organisations based in our building which received over 7000 visitors last year. We are delighted that Robertson House is now a thriving charity hub in the heart of Glasgow. It supports charities by charging below market rents and by providing subsidised meeting space in the centre of Glasgow. It is our intention to replicate this success in other locations.

This year has been another year of significant change and growth. As well as growing financially we have also invested in our staff team which now consists of 29 staff, with the intention to recruit further to deliver our new strategy. I would like to formally thank the staff team for their commitment and hard work in continuing the Robertson sisters' desire to help people in trouble. 

Please download the report to find out more about the fantastic work we have had the privilege of supporting over the last year.