ESPERANZA TRUST FOR ANTHROPOLOGICAL RESEARCH

Registered charity 1063939 · accounts filings on the Charity Commission register

The income of the Fund is applied to promoting the study and teaching of anthropology. The policy of the Trustees is to devote about half its net income to subsidising exceptional expenditure of the Royal Anthropological Institute. The other half is devoted to an annual research fellowship scheme in association with a UK or Ireland university, known as 'Leach/RAI Fellowships'.

Objects

PROMOTING AND ENCOURAGING THE STUDY AND TEACHING OF ANTHROPOLOGY AND ANTHROPOLOGICAL RESEARCH BY WHATEVER MEANS AND WHATEVER CONDITIONS AS THE MANAGING TRUSTEES SHALL FROM TIME TO TIME AT THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · website · Get email alerts

Latest income
£76k
Latest spending
£36k
Registered
1997
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds total net assets of £2,677,987, comprising a capital endowment fund of £2,379,759 and a restricted research grant fund of £298,228. The trustees confirm the charity has sufficient resources to continue as a going concern with no material uncertainties identified. The charity reported a net movement in funds of £129,173 for the year ended 31 December 2024.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income
“Income and endowments from: Investment income 26,524 49,745 76,269 82,738”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Amount due from related charity
“At the year end, the Institute owed the Esperanza Trust for Anthropological Research £198,573 (2023:£157,873) in respect of funds pooled within the Institute to maximise the investment return. The Esperanza Trust devotes about half its income to the Leach/RAI Fellowships and half to meeting special requests from the Council of the Institute, under a clause in its Trust Deed which provides for this procedure. The bank financial statements of the Trust have been merged with the Royal Anthropological Institute's bank financial statements in order to avoid bank charges and to maximise bank interest earned. Bank interest is apportioned to the trust on the basis of the balance held by the Royal Anthropological Institute.”
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Friend-James Limited. Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Public profiles (found on the charity’s own website): instagram

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Ireland · Northern Ireland · Scotland · Throughout England

Income and spending

Financial year endIncomeSpending
31/12/2024£76k£36k
31/12/2023£83k£46k
31/12/2022£69k£40k
31/12/2021£63k£35k
31/12/2020£56k£49k

Common questions

Is ESPERANZA TRUST FOR ANTHROPOLOGICAL RESEARCH financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds total net assets of £2,677,987, comprising a capital endowment fund of £2,379,759 and a restricted research grant fund of £298,228. The trustees confirm the charity has sufficient resources to continue as a going concern with no material uncertainties identified. The charity reported a net movement in funds of £129,173 for the year ended 31 December 2024. Its FY2024 accounts were audited by Friend-James Limited.