Finance Score: -10

Governance Score: 0

Support Score: 5

Multiple Deficits and declines: -5
Fundraising costs high: -5
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: -5

EARL HAIG FUND (SCOTLAND)

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data

Income & Spending ?

Period ending	30/09/17	30/09/18	30/09/19	30/09/20	30/09/21	30/09/22	30/09/23
Charitable activities		£2,441,000	£3,355,000	£1,440,000		£300,000	£339,000
Donations & Legacies		£4,168,000	£5,098,000	£5,629,000			£3,844,000
Other Income		£39,000	£20,000			£24,000
Investment Income		£386,000	£414,000	£380,000		£276,000	£234,000
Total income	£6,402,000	£9,847,000	£8,888,000	£7,449,000	£7,382,000	£5,699,000	£4,430,000
Charitable activities spending		£623,000	£5,771,000	£4,706,000		£3,820,000	£3,814,000
Fundraising costs	34%	26%	35%	34%	42%	61%	71%
Other spending		£4,639,000
Total spending	£5,664,000	£7,678,000	£8,746,000	£7,119,000	£8,000,000	£7,113,000	£6,805,000
Surplus/deficit	£738,000	£2,169,000	£142,000	£330,000	-£618,000	-£1,414,000	-£2,375,000

Download accounts

Established: 68 years

www.poppyscotland.org.uk

Listed activities

It makes grants, donations, loans, gifts or pensions to individuals
It makes grants, donations or gifts to organisations

GiG Classification

Services for people with disabilities

Purposes

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

Where it operates

Operations cover all or most of Scotland, main operating location: City of Edinburgh

Who it helps

Older People
People with disabilities or health problems
Other charities or voluntary bodies

Who supports 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
Armed Forces Covenant Fund Trust - COVID IMPACT FUND
£125,000	25/06/2020	Funding allowed the group to continue to support veterans and their families, living in Scotland, with advice, employment, mobility, respite, housing and mental health support.
Ministry of Defence - Financial Assistance/Support
£182,500	01/04/2020	Banking fines - Treasury to direct to various Armed Forces causes
Seafarers UK - Grant to Poppyscotland
£7,500	21/11/2017	Grant funding of the Armed Services Advice Project which provides information, advice and support to members of the Armed Forces community throughout Scotland.
Seafarers UK - Grant to Poppyscotland
£7,500	21/11/2017	Grant funding of the Armed Services Advice Project which provides information, advice and support to members of the Armed Forces community throughout Scotland.
Ministry of Defence - Supporting delivery of a public service
£216,890	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
National Lottery Heritage Fund - Grant to Earl Haig Fund Scotland
£757,700	09/03/2017	The Moving Poppy
Foundation Scotland - Grant to Earl Haig Fund (Scotland)
£740	04/08/2014	Selected by participants in the 2014 Caledonian Challenge.

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Data sourced from Donors via 360 Giving

How is it governed?

Directors (6)

Current Directors appointed

Gender Split

Based on 5/6 persons

Age Range of Directors: 55-69

BAINES, Antony Ellis
Appointed: 2020
Occupation: Director

HARRIS, Paul
Appointed: 2022
Occupation: Retired

LAPSLEY, Allan Colin Campbell
Appointed: 2016
Occupation: Director

O'MEARA, Patrick Edward
Appointed: 2017
Occupation: Manager

OWEN, Helen Lindsay Bland
Appointed: 2022
Occupation: Director

TINGLE, Chris
Appointed: 2024
Occupation: Finance Director

Legal constitution

Charity registered in Scotland on 26/11/1956, number: SC014096
Registered at Companies House on 26/03/1999, number: SC194893

Filing Record

5 returns made; AR21: 124 days late,

Main office

New Haig House, Logie Green Road, Edinburgh, EH7 4HR

Objectives

To relieve suffering, hardship and distress and to promote the relief of need and to promote education among (a) Men or women who have at any time served with any branch of the naval, military and air forces of the Crown and allied nursing services and who are resident in Scotland or were born in Scotland or were domiciled there when they joined the forces of the Crown and@) Wives, widows, husbands, widowers, children and dependants of any of the aforementioned persons who are resident in Scotland or were domiciled there at the time of the death of the member of the forces of the Crown or allied nursing services with whom they were connected by making grants of money loans, guarantees and generally by any other financial methods and generally by aiding, assisting and promoting the benefit of all such persons in any manner which is charitable.

Data Sources