Finance Score: -3

Governance Score: 0

Support Score: 2

Volatile income: -3
No PartB

(no info on trustees)

Grant maker support: +2

Overall GiG Score: -1

CALEDONIA HOUSING ASSOCIATION LIMITED

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
There have been no income shortfalls in recent years

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently

Financial Data

Income & Spending ?

Data adjusted to reflect year end change

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/23
Charitable activities
Donations & Legacies
Other Income
Investment Income
Total income	£24,444,785	£30,102,126	£31,463,267	£32,572,428	£33,376,739
Charitable activities spending
Fundraising costs
Other spending
Total spending	£23,194,480	£22,703,185	£27,425,061	£27,506,495	£27,877,881
Surplus/deficit	£1,250,305	£7,398,941	£4,038,206	£5,065,933	£5,498,858

Established: 83 years

https://www.caledoniaha.co.uk/our-documents/

Listed activities

It carries out activities or services itself

GiG Classification

Other facilities management and maintenance

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: Perth And Kinross

Who it helps

Older People
People with disabilities or health problems
No specific group, or for the benefit of the community

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
National Lottery Community Fund - Coronation Celebrations
£4,600	23/03/2023	The group will use the funding to run a coronation celebration events in their retirement homes and sheltered housing units across Dundee and Angus. These events will involve street food and ....more The group will use the funding to run a coronation celebration events in their retirement homes and sheltered housing units across Dundee and Angus. These events will involve street food and entertainment and will be open invites to the families and people from the local communities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees

Sorry we have no information about the Trustees.

Legal constitution

Charity registered in Scotland on 01/10/1941, number: SC013988

Filing Record

4 returns made; all on time

Main office

Suite 4 Saltire House, Whitefriars Crescent, Perth, PH2 0PA

Objectives

2.1 to provide for the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage through the provision, construction, improvement and management of land and accommodation and the provision of care. and 2.2 to undertake any activity allowed under Section 24 of the Housing (Scotland) Act 2010 which is charitable both for the purposes of Section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and also in relation to the application of the Taxes Acts.

Data Sources