Finance Score: 3

Governance Score: 5

Support Score: 10

Fundraising costs low: +3
No PartB

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

Grant maker support: +10

Overall GiG Score: 18

SCOTTISH BOOK TRUST

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
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 female

Established: 26 years

www.scottishbooktrust.com

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	£4,825,287	£5,455,050	£3,912,383	£3,722,662		£4,533,524
Donations & Legacies	£110,335	£16,787	£920,388	£1,107,213		£1,512,057
Other Income	£578	£200	£2,820	£7,494		£66,395
Investment Income	£3,036	£4,032	£3,545	£2,695		£11,157
Total income	£4,939,236	£5,476,069	£4,839,136	£4,840,064	£5,806,668	£6,123,133
Charitable activities spending	£4,773,035	£5,360,362	£4,851,630	£4,052,181		£5,542,461
Fundraising costs	3%	2%	3%	6%	5%	5%
Other spending
Total spending	£4,926,078	£5,493,614	£5,019,008	£4,324,540	£5,482,692	£5,819,264
Surplus/deficit	£13,158	-£17,545	-£179,872	£515,524	£323,976	£303,869

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Listed activities

It carries out activities or services itself

Purposes

The advancement of education
The advancement of the arts, heritage, culture or science
Any other purpose that may reasonably be regarded as analogous to any of the preceding purposes

Where it operates

UK and overseas, main operating location: City of Edinburgh

Who it helps

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.

Major supporters in last 5 years

William Grant Foundation	£52,000
Garfield Weston Foundation	£40,000
National Lottery Community Fund	£30,000
Robertson Trust	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Reading is Caring - a shared reading programme for dementia
£30,000	14/07/2023	This group will use funding to support the continued delivery of ‘Reading is Caring’ a programme specifically targeted towards the need and experiences of older people living with dementia and ....more This group will use funding to support the continued delivery of ‘Reading is Caring’ a programme specifically targeted towards the need and experiences of older people living with dementia and those who care for them. This programme aims to grow the use of shared reading as a methodology to enable people living with dementia and their carers to maintain their personal relationships and support their own mental health.
Garfield Weston Foundation - Main Grants award
£40,000	11/03/2022	Unrestricted Revenue/Core Funding
William Grant Foundation - Support for new writers
£42,000	04/03/2022 24	A contribution towards Scottish Book Trust’s support for new writers, primarily their New Writers Awards, over two years.
William Grant Foundation - Reading is Caring pilot project
£10,000	13/09/2019 12	A contribution towards a 1-year pilot programme, Reading is Caring, which will develop and evaluate ways of supporting people living with dementia and their unpaid carers to use ‘shared reading’ ....more A contribution towards a 1-year pilot programme, Reading is Caring, which will develop and evaluate ways of supporting people living with dementia and their unpaid carers to use ‘shared reading’ as a means of maintaining their relationship and personal connection.
Robertson Trust - The Workshops for the Reading is Caring Project
£10,000	23/08/2019	The Workshops for the Reading is Caring Project

Data sourced from Donors via 360 Giving

How is it governed?

Directors (9)

Current Directors appointed

Gender Split

Based on 8/9 persons

Age Range of Directors: 35-65

BANERJEE, Udita
Appointed: 2020
Occupation: Programme Manager

DUNLOP, Morag Margaret
Appointed: 2019
Occupation: Finance Director

ELLIS, Sue Jane, Dr
Appointed: 2021
Occupation: Retired

ENGLISH, Sarah Jane
Appointed: 2023
Occupation: Head Of Scotland Europa

FRYDNES, Hilde Watne
Appointed: 2017
Occupation: Head Of Marketing

GILL, Joanna, Professor
Appointed: 2023
Occupation: Vice-Principal

JOHNSTON, Philippa Jane
Appointed: 2020
Occupation: Director Of Fundraising & Marketing

MARCHANT, Andrew Paul
Appointed: 2017
Occupation: Consultant

MONAGHAN, Mary Bernadette
Appointed: 2023
Occupation: Director

Legal constitution

Charity registered in Scotland on 26/03/1998, number: SC027669
Registered at Companies House on 26/03/1998, number: SC184248

Filing Record

5 returns made; all on time

Main office

Sandeman House, Trunk's Close, 55 High Street, Edinburgh, EH1 1SR

Objectives

The object of the Company is to advance the education of the public in Scotland by encouraging the reading of, study and appreciation and the knowledge of books and all forms of literature.

Data Sources