Finance Score: -2

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Pension deficit: -1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 10

HAIG HOUSING TRUST

To relieve need, financial hardship,sickness, disability, the effects of wounds, old age, or other like condition by the provision of assistance with housing for members or former members of the Armed Forces of the Crown, and their dependants

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £67,885,000 available, equivalent to 59 months of spending and so may not be able to utilise additional funding
There is a pension deficit of £374,000
On several occasions in recent years income has been less than spending

Established: 16 years

www.haighousing.org.uk

enquiries@haighousing.org.uk

02086855777

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£12,044	£13,706	£-1,662	£17	£88,330	£67,885	59.4	56	24
31/03/22	£11,139	£11,905	£-766	£23	£90,277	£69,721	70.3	49	24
31/03/21	£26,837	£10,273	£16,564	£31	£90,917	£70,312	82.1	46	0
31/03/20	£12,276	£9,975	£2,301	£17	£74,022	£20,104	24.2	48	0
31/03/19	£11,089	£9,869	£1,220	£118	£71,489	£50,608	61.5	47	0
31/03/18	£10,982	£9,406	£1,576	£60	£70,334	£51,872	66.2	41	0
31/03/17	£10,887	£9,752	£1,135	£0	£0	£0	n/a	0	0
31/03/16	£12,590	£9,018	£3,572	£368	£67,241	£48,461	64.5	41	0
31/03/15	£24,905	£7,612	£17,293	£408	£64,311	£48,491	76.4	42	0
31/03/14	£8,543	£7,330	£1,213	£304	£46,763	£45,822	75	43	0
31/03/13	£2,315	£939	£1,376	£408	£8,738	£7,875	100.6	0	0
31/03/12	£1,903	£745	£1,158	£128	£7,350	£6,272	101	0	0
31/03/11	£609	£505	£104	£6	£5,424	£5,400	128.2	0	0
31/03/10	£5,658	£462	£5,196	£6	£5,195	£5,175	134.4	0	0
31/03/09	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 2%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 59.4 months
Net Current Assets/Spending: 17 months
Quick Ratio: 10.2

Asset Split ?

Listed activities

Accommodation/Housing
Armed Forces/Emergency Service Efficiency

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Jersey, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
People With Disabilities

Who works here?

56 employees
24 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-71

ANDREW BRUCE WEIR Appointed: 2017, Occupation: Medical Practitioner, Other trusteeship: VICTORIA FALLS WILDLIFE TRUST,

CRAIG THOMSON-SMITH Appointed: 2023, Occupation: Trade Floor Support, Asset Management

DAVID GARETH WILLIAMS (Chair) Appointed: 2015, Occupation: Banker, Other trusteeship: CARE FOR VETERANS,

DR MARK JAMES STEWART WEIR Appointed: 2017, Occupation: Medical Practitioner

JULIAN PETER COLBORNE-BABER Appointed: 2020, Occupation: Chartered Accountant

KAREN CONNELL Appointed: 2022, Occupation: Civil Servant

LUISE LOCKE Appointed: 2017, Occupation: Advocate

MATTHEW GERARD JOHN CARTER Appointed: 2022, Occupation: Civil Servant

NEIL GRAHAM WHITE Appointed: 2015, Occupation: Company Director, Other trusteeship: THE SHEPPARD TRUST,

NINA ELIZABETH MCWHINNEY Appointed: 2022, Occupation: Charity Worker

SARAH SANCHES FERNANDES Appointed: 2020, Occupation: Company Director

STEPHEN MICHAEL ELLIOTT Appointed: 2015, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 18/08/2008, number: 1125556
Registered at Companies House on 14/05/2008, number: 06593129

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; all on time

Recent reorganisation events:

Asset transfer in from DISABLED SOLDIERS' AND SAILORS' (HACKNEY) FOUNDATION on 07/05/2019

Main office

MOUNTBARROW HOUSE
12 ELIZABETH STREET
LONDON
SW1W 9RB

Objectives

THE OBJECTS OF THE CHARITY ARE: (A) TO RELIEVE NEED, FINANCIAL HARDSHIP, SICKNESS, DISABILITY, THE EFFECTS OF WOUNDS, OLD AGE OR OTHER LIKE CONDITION BY THE PROVISION OF, OR ASSISTANCE WITH, HOUSING FOR THE FOLLOWING PERSONS IN ORDER OF PRIORITY: (I) MEMBERS AND FORMER MEMBERS OF ALL RANKS AND RATINGS OF THE ARMED FORCES OF THE CROWN, WHETHER REGULAR OR RESERVE, AND THEIR SPOUSES, WIDOWS OR WIDOWERS; (II) FORMER OR SEPARATED SPOUSES OF MEMBERS OR FORMER MEMBERS OF THE ARMED FORCES OR THE CROWN, WHETHER REGULAR OR RESERVE, WHO HAVE DEPENDENT CHILDREN LIVING WITH THEM; (III) SUCH PERSONS IN 3(A)(II) ABOVE WITHOUT DEPENDENT CHILDREN. (B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF BENEFICIARIES OF THE CHARITY AS THE TRUSTEES DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources