Finance Score: -5

Governance Score: 3

Support Score: 5

Fundraising costs high: -5
No PartB

Dynamic board: +3

Overall weighted support: +5

Overall GiG Score: 3

THE BLACK WATCH REGIMENTAL TRUST LIMITED

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Spending has increased over the last 3 years relative to the previous period
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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
Donations & Legacies	£97,449	£101,207	£120,053	£372,795		£149,737
Other Income			£1	£1		£5,274
Investment Income	£41,278	£57,535	£39,380	£40,108		£171,503
Total income	£643,348	£771,104	£780,721	£742,333	£4,651,535	£1,069,669
Charitable activities spending	£294,362	£288,238	£313,583	£319,910		£439,899
Fundraising costs	81%	75%	75%	46%	12%	78%
Other spending
Total spending	£779,500	£825,727	£871,442	£644,166	£923,424	£1,137,138
Surplus/deficit	-£136,152	-£54,623	-£90,721	£98,167	£3,728,111	-£67,469

Download accounts

Established: 76 years

www.theblackwatch.co.uk

Listed activities

It makes grants, donations, loans, gifts or pensions to individuals
It makes grants, donations or gifts to organisations
It carries out activities or services itself

GiG Classification

Museums, parks, historical sites

Purposes

The advancement of education
The advancement of health
The advancement of citizenship or community development','the advancement of the arts, heritage, culture or science','the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage','any other purpose that may reasonably be regarded as analogous to any of the preceding purposes

Where it operates

UK and overseas, main operating location: Perth And Kinross

Who it helps

No specific group, or for the benefit of the community

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Black Watch Museum Trust
£75,600	13/07/2020	COVID19: The Black Watch Museum
Scottish Government - The Black Watch Museum
£63,716	02/04/2020	Detailed description not provided.
Robertson Trust - the salary costs of the Learning and Audience Development Officer
£28,500	28/02/2015	the salary costs of the Learning and Audience Development Officer
National Lottery Heritage Fund - Grant to The Black Watch Museum Trust
£14,900	28/07/2014	The Black Watch in the First World War

Data sourced from Donors via 360 Giving

How is it governed?

Directors (9)

Current Directors appointed

Gender Split

Age Range of Directors: 51-76

AITKEN, Alastair James
Appointed: 2024
Occupation: Consultant

CARTER, Stephen John
Appointed: 2022
Occupation: Hotelier

GRAY, Colin
Appointed: 2022
Occupation: Retired

HAY, Charles William Harley
Appointed: 2016
Occupation: Crossbench Peer

MCELHINNEY, Julian Russell
Appointed: 2022
Occupation: Banker

ROADS, Elizabeth Ann
Appointed: 2019
Occupation: Hm Officer Of Arms

URQUHART, Valerie
Appointed: 2024
Occupation: Chartered Accountant

WATSON, Alastair Alexander Linton
Appointed: 2022
Occupation: Business Consultant

WRENCH, Benjamin Mark Alistair
Appointed: 2022
Occupation: Army Officer

Legal constitution

Charity registered in Scotland on 18/10/1948, number: SC005848
Registered at Companies House on 09/11/2011, number: SC410954

Filing Record

5 returns made; AR20: 46 days late,

Main office

The Black Watch Museum, Balhousie Castle, Hay Street, Perth, PH1 5HR

Objectives

a) To support the beneficiaries by providing financial assistance on such terms as the Directors consider reasonable, to those who are in need by reason of age, ill-health, disability, financial hardship or other disadvantage. b) To support the beneficiaries through comradeship to support their wellbeing and mental health. c) To uphold the memory of the Regiment and its deeds, including the building and the restoring of Black Watch memorials, where this is not carried out by local authorities. Memorials may include important headstones. d) To support the beneficiaries through the promotion of their health, education, sport or cultural opportunities. e) To apply funds for the improvement, efficiency, benefit or welfare of The Black Watch, 3rd Battalion, The Royal Regiment of Scotland or its successor Battalions. f) The promotion by all charitable means of the qualities of courage, discipline, endurance, integrity, loyalty, respect for others, selfless commitment and a team spirit to improve the condition of young people in particular and society in general. g) To encourage the advancement of heritage and culture by informing the general public about the history and activities of The Black Watch and of the British armed services in general