Finance Score: 3

Governance Score: 4

Support Score: 3

Fundraising costs low: +3
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 10

WILLIAM SIMPSONS

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
Spending has increased over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Established: 32 years

www.williamsimpsons.org.uk

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities	£2,461,249	£2,622,939	£2,873,717	£2,992,936		£3,522,579
Donations & Legacies	£59,463	£90,611	£12,754	£46,975
Other Income	£8,420	£8,498	£7,860	£5,119		£4,830
Investment Income	£5,480	£6,597	£9,492	£6,845		£670
Total income	£2,539,445	£2,732,984	£2,907,372	£3,052,358	£3,148,352	£3,549,689
Charitable activities spending	£2,470,910	£2,657,435	£2,901,542	£2,912,463		£3,508,413
Fundraising costs	0%	0%	0%	0%	0%	0%
Other spending
Total spending	£2,474,875	£2,663,434	£2,903,969	£2,912,855	£3,099,416	£3,508,889
Surplus/deficit	£64,570	£69,550	£3,403	£139,503	£48,936	£40,800

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Listed activities

It carries out activities or services itself

Purposes

The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

More than one local authority area in Scotland, main operating location: Stirling

Who it helps

Older People
People with disabilities or health problems

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Robertson Trust - Respite and Day Care Centre Upgrade
£40,000	10/09/2019	Respite and Day Care Centre Upgrade
Robertson Trust - The Costs of the Part Time Activities Co-ordinator
£24,000	30/04/2015	The Costs of the Part Time Activities Co-ordinator

Data sourced from Donors via 360 Giving

How is it governed?

Directors (6)

Current Directors appointed

Gender Split

Age Range of Directors: 61-70

BRADSHAW, Alan Peter
Appointed: 2019
Occupation: Business Phychologist

BROWNLOW, Grace Wilson
Appointed: 2023
Occupation: Sales & Marketing Consultant

FORSHAW, Sally
Appointed: 2023
Occupation: Retired

LAING, Anne Katherine
Appointed: 2017
Occupation: Retired

MYLES, Matthew Maxwell
Appointed: 2023
Occupation: Coach Operator

SKILLING, Alan John
Appointed: 2013
Occupation: Chartered Accountant

Legal constitution

Charity registered in Scotland on 01/01/1992, number: SC000485
Registered at Companies House on 20/04/2010, number: SC377149

Filing Record

5 returns made; all on time

Main office

Main Street, Old Plean, Stirling, FK7 8BQ

Objectives

The relief of those in need by reason of age, ill-health, financial hardship or other disadvantage by providing accomodation and care.

Data Sources