THE ROBERT MCALPINE FOUNDATION
The Foundation exists to apply its funds and income for the benefit of such charitable purposes or charitable institutions as the Trustees in their discretion determine.The Foundation operates virtually exclusively by making identified benefit grants to carefully selected charitable organisations with less than ?1m income working in the sectors which the Foundation particularly wishes to support
Objects
TO OR TOWARDS OR FOR THE BENEFIT OR IN FURTHERANCE OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS IN THE SCHEDULE TERRITORIES AS THE TRUSTEES DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted reserves stood at £24,546,858, which the trustees confirm is in line with their policy of holding at least two years' worth of grants in cash reserve. The charity reported a net loss on incoming resources of £332,883 for the year, primarily driven by investment losses of £638,197, despite generating £1,123,599 in income. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“The Trustees’ policy is to aim to hold in cash reserve of at least two years’ worth of grants and the remaining reserves are to be held as investments in order to generate income.” — page 4
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 3
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 3
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 3
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- CULLUM MCALPINEchair
- GAVIN McALPINE
- THE HON DAVID MALCOLM MCALPINE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.1m | £818k |
| 31/03/2024 | £971k | £755k |
| 31/03/2023 | £1.0m | £715k |
| 31/03/2022 | £834k | £704k |
| 31/03/2021 | £712k | £755k |
Common questions
Is THE ROBERT MCALPINE FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted reserves stood at £24,546,858, which the trustees confirm is in line with their policy of holding at least two years' worth of grants in cash reserve. The charity reported a net loss on incoming resources of £332,883 for the year, primarily driven by investment losses of £638,197, despite generating £1,123,599 in income. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Hillier Hopkins LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JOHN MACLEOD CHARITABLE TRUST | 1 | £30k |
Charities like this
- THE MCLAIN FOUNDATION LIMITED
- ROCKCLIFFE CHARITABLE TRUST
- THE MILES MORLAND FOUNDATION
- PROWTING CHARITABLE FOUNDATION
- THE MULLION CHARITABLE TRUST
- RICHARD MACKAY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROBERT MCALPINE FOUNDATION | £1.1m | — | 0 | above | — | no doubt |
| THE MCLAIN FOUNDATION LIMITED | £2.5m | — | — | unclear | — | no doubt |
| ROCKCLIFFE CHARITABLE TRUST | £491k | — | 0 | unclear | — | no doubt |
| THE MILES MORLAND FOUNDATION | £235k | — | — | within | — | no doubt |
| PROWTING CHARITABLE FOUNDATION | £140k | — | 0 | unclear | — | no doubt |
| THE MULLION CHARITABLE TRUST | £45k | — | 0 | below | — | no doubt |