Finance Score: 0

Governance Score: 5

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: 5

THE INCLUSION GROUP (DUNDEE)

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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 female

Established: 27 years

www.inclusiongroup.org.uk

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	£271,221	£331,158	£321,586	£187,935		£1,436,915
Donations & Legacies	£1,034,755	£963,016	£955,642	£836,151		£50
Other Income
Investment Income	£681	£1,073	£1,506	£815		£7,916
Total income	£1,306,657	£1,295,247	£1,278,734	£1,024,901	£1,143,463	£1,444,881
Charitable activities spending	£1,237,429	£1,248,672	£1,207,138	£1,046,105		£1,295,350
Fundraising costs	0%	0%	0%
Other spending
Total spending	£1,241,443	£1,250,052	£1,207,809	£1,046,105	£1,141,827	£1,295,350
Surplus/deficit	£65,214	£45,195	£70,925	-£21,204	£1,636	£149,531

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What it does

It carries out activities or services itself

Who it helps

People with disabilities or health problems

Purposes

The advancement of health
The advancement of human rights, conflict resolution or reconciliation
The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

Wider, but within one local authority area, main operating location: Dundee City

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
Robertson Trust - Accessible Bathroom
£20,000	31/01/2016	Accessible Bathroom

Data sourced from Donors via 360 Giving

How is it governed?

Directors (6)

Current Directors appointed

Gender Split

Age Range of Directors: 36-72

BANNERMAN, Laura
Appointed: 2016
Occupation: Retired

MEACHAM, Stella
Appointed: 2021
Occupation: Director

RYCE, Yvonne
Appointed: 2015
Occupation: Teacher

SOUTAR, Elizabeth
Appointed: 2009
Occupation: Teacher

SWANN, Stephen Ian
Appointed: 2016
Occupation: Support Worker

WRIGHT, Joanna
Appointed: 2021
Occupation: Support Worker

Legal constitution

Charity registered in Scotland on 30/04/1997, number: SC026317
Registered at Companies House on 24/10/1996, number: SC169412

Filing Record

5 returns made; AR20: 23 days late,

Main office

23-27 Albert Square, Dundee, DD3 9AY

Objectives

The objectives of the Company shall be advancement of human rights and health and to provide relief to those in need by reason of age, ill-health, disability, or other disadvantage and the carers who support them, by promoting and securing improvement in the quality, choice and access to enabling activities, community support and care for those living in or around the environs of Dundee

Data Sources