Finance Score: -1

Governance Score: 5

Support Score: 3

Spending falling: -1
Volatile income: -3
Fundraising costs low: +3
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +3

Overall GiG Score: 7

ABERNETHY TRUST LIMITED

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Financial Data

Income & Spending ?

Period ending	31/10/17	31/10/18	31/10/19	31/10/20	31/10/21	31/10/22
Charitable activities		£2,351,005	£2,281,315	£714,054		£1,008,319
Donations & Legacies		£243,493	£524,454	£891,046
Other Income						£14,302
Investment Income						£1,330
Total income	£2,699,265	£2,795,389	£3,009,637	£1,754,542	£1,337,816	£1,916,076
Charitable activities spending		£2,566,785	£2,619,765	£2,014,674		£1,671,699
Fundraising costs	3%	4%	7%	5%	10%	5%
Other spending
Total spending	£2,566,852	£2,690,062	£2,822,609	£2,097,490	£1,290,915	£1,766,892
Surplus/deficit	£132,413	£105,327	£187,028	-£342,948	£46,901	£149,184

Download accounts

Established: 52 years

www.abernethy.org.uk

Listed activities

It carries out activities or services itself

GiG Classification

Amusement and recreation services

Purposes

The advancement of education
The advancement of religion
The advancement of citizenship or community development','the advancement of public participation in sport','the provision of recreational facilities, or the organisation of recreational activities, with the object of improving the conditions of life for the persons for whom the facilities or activities are primarily intended','the promotion of religious or racial harmony

Where it operates

Scotland and other parts of the UK, main operating location: Highland

Who it helps

Children or young people

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
Scottish Government - Abernethy Trust Ltd
£75,000	24/04/2020	Detailed description not provided.

Data sourced from Donors via 360 Giving

How is it governed?

Directors (10)

Current Directors appointed

Gender Split

Age Range of Directors: 29-71

BELSHAM, David Keith
Appointed: 2021
Occupation: Retired Chartered Civil Engineer

BEVAN, Andrew
Appointed: 2021
Occupation: Charity Director

BROWN, Gordon Highet
Appointed: 2021
Occupation: Retired

CUNNINGHAM, Simon John
Appointed: 2024
Occupation: Director

DOUGALL, Hamish Thomson, Dr
Appointed: 1993
Occupation: Doctor

MCKILLOP, David Ewart
Appointed: 2022
Occupation: Teacher

MITCHELL, Kirsty Isla
Appointed: 2023
Occupation: Trustee

REILLY, Colin Howard
Appointed: 2022
Occupation: Director

SMITH, Alison
Appointed: 2021
Occupation: Solicitor

THOMSON, Alan Sturdy
Appointed: 2021
Occupation: Retired Solicitor

Legal constitution

Charity registered in Scotland on 24/12/1971, number: SC006270
Registered at Companies House on 28/10/1971, number: SC049387

Filing Record

5 returns made; AR21: 40 days late,

Main office

Abernethy Trust, Nethybridge, Inverness-shire, PH25 3ED

Objectives

4.1 The advancement of the Christian Faith through outdoor recreation in a Christian environment and atmosphere, the promotion of the tenets of the Christian Faith by the promotion and application of the Christian Faith in and through outdoor education and outdoor activities of all kinds. 4.2 The advancement of education by the operation of outdoor activities centres in Scotland and elsewhere providing recreational facilities and outdoor education for participation by and for all age groups (including, without prejudice to the foregoing generality, schools, universities, youth groups, church groups, organisations and families) through a wide range of outdoor activities. 4.3 The advancement of public participation in outdoor activities and sport through the promotion of and instruction in outdoor activities of all kinds. 4.4 The provision of recreational facilities and the organisation of recreational facilities with the object of improving health and the conditions of life for persons for whom the facilities or activities are provided to include the provision of facilities for the members of the local communities in which outdoor activities centres run by the Charity are situated. 4.5 The advancement of citizenship and community development by educating and encouraging people of all ages but particularly young people to take responsibility for their own physical wellbeing and, in turn, to promote the health and physical wellbeing of others. 4.6 The promotion of religious and racial harmony and the encouragement and acceptance of diversity in society.

Data Sources