Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

MONTROSE HERITAGE TRUST

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data

Income & Spending ?

Period ending	30/06/17	30/06/18	30/06/19	30/06/20	30/06/21	30/06/22	30/06/23
Total income	£520	£2	£2,106	£2,852	£1,251	£0	£0
Total spending	£718	£6,178	£782	£506	£319	£341	£177
Surplus/deficit	-£198	-£6,176	£1,324	£2,346	£932	-£341	-£177

Download accounts

Established: 25 years

www.bamsemontrose.org.uk

Listed activities

It carries out activities or services itself

GiG Classification

Museums, parks, historical sites

Purposes

The advancement of the arts, heritage, culture or science

Where it operates

Angus

Who it helps

No specific group, or for the benefit of the community

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Directors (6)

Current Directors appointed

Gender Split

Age Range of Directors: 57-81

FRASER, Linda Jane
Appointed: 2022
Occupation: Retired

HAMILTON, Ian Hope
Appointed: 2012
Occupation: Retired

MAY, David Jeans
Appointed: 2010
Occupation: Angus Councillor

ORR, Andrew William, Dr
Appointed: 2000
Occupation: Retired

STEVENSON, Jean Stewart
Appointed: 1999
Occupation: Chartered Accountant

WOJCIECHOWSKI, Elizabeth Julia
Appointed: 2020
Occupation: Office Administrator

Legal constitution

Charity registered in Scotland on 29/06/1999, number: SC029121
Registered at Companies House on 29/06/1999, number: SC197634

Filing Record

5 returns made; all on time

Main office

Seaview, Rosemount, Hillside, MONTROSE, DD10 9JS

Objectives

(a) to preserve for the benefit of the inhabitants of Montrose and its environs as well as the Nation at large, all heritable subjects of historical or architectural merit, normally listed properties and (b) for the advancement of the education of the general public (without distinction of sex or of political, religious or other opinions) to provide facilities in the interests of social welfare for recreation and leisure time occupation of the general public.

Data Sources

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