Finance Score: -2

Governance Score: -5

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

No volunteer policy: -2
Narrow trustee age band: -2
Mainly male board: -1

No supporters identified

Overall GiG Score: -7

THE SCOTS GUARDS CHARITY

The charities objectives are to assist and provide relief to any serving or former Scots Guardsmen, whether male or female, and their dependants, including but not exclusively, their spouses, partners, widows, widowers and parents (whether or not married) and children, parents or carers or similar persons who are in hardship or distress or need, whether such need is financial or otherwise.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,802,535 available, equivalent to 195 months of spending and so may not be able to utilise additional funding

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	£509	£479	£30	£34	£7,805	£7,803	195.3	0	10
31/03/22	£282	£416	£-134	n/a	n/a	n/a	n/a	n/a	10
31/03/21	£302	£316	£-14	n/a	n/a	n/a	n/a	n/a	10
31/03/20	£402	£454	£-52	n/a	n/a	n/a	n/a	n/a	10
31/03/19	£6,994	£323	£6,671	£0	£6,304	£6,304	233.9	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 17.9%
Fundraising Costs/Total Spending: 17.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 195.3 months
Net Current Assets/Spending: 192 months
Quick Ratio: INF

Asset Split ?

Established: 7 years

www.scotsguards.org

finance@scotsguards.org

01313105042

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency
Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 50-64

RT HON SIR GEORGE IAIN DUNCAN SMITH MP Appointed: 2017

COLONEL JAMES DOUGLAS LOWTHER LEASK MBE Appointed: 2021

LOUISE HOBBS Appointed: 2017, Occupation: Solicitor

MAJOR NEIL ALEXANDER MCCLELLAND Appointed: 2021, Occupation: Army Officer

BRIGADIER GEORGE HENRY FAGAN STEWART NICKERSON (Chair) Appointed: 2017, Occupation: Retired Army Officer

PAUL DOMINIC VAIL Appointed: 2020, Occupation: Retired Army Officer

MICHAEL WILLIAM JOYNSON Appointed: 2017, Occupation: Investment Management, Other trusteeship: THE WILLIAM LEECH FOUNDATION LIMITED,

Legal constitution

Charitable company registered in England & Wales on 18/09/2017, number: 1174691
Registered at Companies House on 02/02/2017, number: 10596645

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
Investment
Risk management
Safeguarding policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Main office

REGIMENTAL HEADQUARTERS SCOTS GUARD
WELLINGTON BARRACKS
BIRDCAGE WALK
LONDON
SW1E 6HQ

Objectives

3 THE OBJECTS OF THE CHARITY (THE 'OBJECTS') ARE FOR THE PUBLIC BENEFIT:3.1.1 TO ASSIST AND PROVIDE RELIEF TO ANY SERVING OR FORMER SERVING OFFICER, WARRANT OFFICER, NON-COMMISSIONED OFFICER OR GUARDSMAN, WHETHER MALE OR FEMALE, OF THE REGIMENT OF THE SCOTS GUARDS, OR IN EXCEPTIONAL CIRCUMSTANCES ANY PERSON ASSOCIATED WITH THE REGIMENT OF THE SCOTS GUARDS, AND THEIR DEPENDANTS, INCLUDING BUT NOT EXCLUSIVELY, THEIR SPOUSES, PARTNERS, WIDOWS, WIDOWERS AND PARENTS (WHETHER OR NOT REMARRIED) AND CHILDREN, PARENTS OR CARERS OR SIMILAR PERSONS WHO ARE IN HARDSHIP OR DISTRESS OR NEED, WHETHER SUCH NEED IS FINANCIAL OR OTHERWISE;3.1.2 TO SUPPORT FINANCIALLY OR OTHERWISE THOSE CHARITIES, WHETHER THE SAME BE A MILITARY OR CIVIL CHARITY, WHICH IN THE OPINION OF THE TRUSTEES OF THE CHARITY DIRECTLY OR INDIRECTLY BENEFITS THOSE PERSON OR PERSONS REFERRED TO IN 3.1.1 ABOVE OR 3.1.3 BELOW;3.1.3 TO PROMOTE THE EFFICIENCY OF THE REGIMENT OF THE SCOTS GUARDS IN SUCH CHARITABLE WAYS AS THE TRUSTEES SHALL DECIDE; AND3.1.4 TO FURTHER SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Data Sources