Finance Score: -3

Governance Score: 0

Support Score: 0

Spending declining: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3
No PartB

(no info on trustees)

No supporters identified

Overall GiG Score: -3

CAROLINA HOUSE TRUST

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised

Financial issues to consider:

Spending is declining
Income has been volatile and on several occasions in recent years less than spending

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	£1,956,664	£2,555,627	£2,511,785	£1,694,064		£1,170,615
Donations & Legacies		£183	£300	£88,391		£2,485
Other Income						£3,500
Investment Income	£40,042	£45,369	£48,718	£58,219		£62,888
Total income	£2,018,120	£2,629,195	£2,607,740	£1,851,957	£1,463,732	£1,243,976
Charitable activities spending	£1,973,444	£2,256,929	£2,245,588	£1,945,966		£1,230,964
Fundraising costs	1%	0%	0%	1%	1%	2%
Other spending
Total spending	£1,989,103	£2,267,748	£2,257,758	£1,962,506	£1,618,636	£1,249,413
Surplus/deficit	£29,017	£361,447	£349,982	-£110,549	-£154,904	-£5,437

Established: 95 years

www.carolinahousetrust.org.uk

Listed activities

It carries out activities or services itself

GiG Classification

Poverty relief

Purposes

The advancement of education
The advancement of health
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 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: Dundee City

Who it helps

Children or young 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
National Lottery Community Fund - Carolina Mews
£968,351	14/03/2012 60	The project aims to improve independent living skills, employability, education/training opportunities as well as reducing social isolation the most vulnerable young people leaving Local Authority ....more The project aims to improve independent living skills, employability, education/training opportunities as well as reducing social isolation the most vulnerable young people leaving Local Authority care in Dundee. This new project will utilise the organisations experience in working with children and young people in the care system. This five year grant will fund salaries, project overheads, replacement furnishings, renovations to meet national care standards, training, travel and office equipment.

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 24/01/1929, number: SC016289

Filing Record

5 returns made; all on time

Main office

7 Luna Place, Gateway West, Dundee Technology Park, Dundee, DD2 1TP

Objectives

26.1 The purpose of the Trust will be to provide quality services for children and young people whose circumstances make it in their best interest to receive care, protection, and support from the Trust, and to maintain the family life and education provision for such children and young people. These services are provided on a charitable basis through: 26.1.1 Foster Care services 26.1.2 Residential Care Homes 26.1.3 Housing Support or community based services 26.1.4 Continuing care and support for those over the age of 18 if circumstances require up to the age of 26 years 26.1.5 Any other measures deemed appropriate by the Board, in line with the objects of the Trust and current Child Care legislation, more specifically the Children (Scotland) Act 1995, Children and Adoption (Scotland) Act 2007, Looked After Children (Scotland) Regulations 2009, Children’s Hearings (Scotland) Act 2011, Children and Young People (Scotland) Act 2014.

Data Sources