Finance Score: -3

Governance Score: 9

Support Score: 2

Spending falling: -1
Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 8

SOCIAL INVESTMENT SCOTLAND

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been 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	£4,073,662	£1,488,053	£1,745,191	£2,004,643		£2,321,040
Donations & Legacies
Other Income	£17,310
Investment Income	£44,864	£78,791	£88,763	£22,409		£17,715
Total income	£4,135,836	£1,566,844	£1,833,954	£2,027,052	£1,998,895	£2,338,755
Charitable activities spending	£4,148,182	£3,306,697	£2,483,407	£2,347,784		£1,996,682
Fundraising costs
Other spending
Total spending	£4,148,182	£3,306,697	£2,483,407	£2,347,784	£2,573,230	£1,996,682
Surplus/deficit	-£12,346	-£1,739,853	-£649,453	-£320,732	-£574,335	£342,073

Download accounts

Established: 19 years
(22 years as a company)

www.socialinvestmentscotland.com

Listed activities

It makes grants, donations or gifts to organisations
It carries out activities or services itself

GiG Classification

Poverty relief

Purposes

The advancement of citizenship or community development

Where it operates

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

Who it helps

Other charities or voluntary bodies

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
Esmee Fairbairn - Grant to Social Investment Scotland
£59,200	15/05/2017 6	Towards costs of Social Investment Scotland working with Glasgow Homelessness Network to develop and begin implementation of a pilot fund that would roll out Housing First ultimately supporting c.500 ....more Towards costs of Social Investment Scotland working with Glasgow Homelessness Network to develop and begin implementation of a pilot fund that would roll out Housing First ultimately supporting c.500 homeless people.
Esmee Fairbairn - Social investment Social Investment Scotland
£750,000	12/03/2015 120	An investment in Social Investment Scotland to on-lend to charities and social enterprises based in Scotland.
National Lottery Community Fund - Connecting New Capital with Community
£10,000	03/10/2014 12	Not Available

Data sourced from Donors via 360 Giving

How is it governed?

Directors (10)

Current Directors appointed

Gender Split

Based on 9/10 persons

Age Range of Directors: 37-63

BETT, Samantha Lynne
Appointed: 2023
Occupation: Treasurer

BOYTER, Carol-Ann
Appointed: 2019
Occupation: Hr Director

GILLAN, Thomas James
Appointed: 2023
Occupation: Company Director

HOLMES, David Scott
Appointed: 2024
Occupation: Director

MACDONELL, Louisa Mary
Appointed: 2021
Occupation: Chief Executive

MCLAUGHLIN, Caroline Mary
Appointed: 2023
Occupation: Founder

MCLEAY, Kathleen Moir
Appointed: 2023
Occupation: Chief Executive

MITCHELMORE, Ian Garrett
Appointed: 2023
Occupation: Retired

TREACY, Claire
Appointed: 2020
Occupation: Director

WALKER, George Edward
Appointed: 2023
Occupation: Company Director

Legal constitution

Charity registered in Scotland on 05/09/2005, number: SC036875
Registered at Companies House on 18/09/2001, number: SC223302

Filing Record

5 returns made; all on time

Main office

Social Investment Scotland, 3rd Floor, 27 George Street, Edinburgh, EH2 2PA

Objectives

The objects of the Company are to promote the advancement of citizenship and community development within Scotland and elsewhere for the benefit of the public by supporting the social sector, and in particular widening access to funding for the social sector, identifying needs in the social sector, providing and developing and/or assisting in the provision and development of support and advice for the social sector, all with a view to developing capacities and skills in, improving the financial sustainability and maximising the contribution of the social sector to society and such that, for the purpose of this clause the 'social sector' shall be taken to comprise:- (a) organisations which are recognised as charities. (b) social organisations which are (i) independent and/or voluntary organisations and established for purposes that add value to the community as a whole, or a significant section of the community, and (ii) which are not established primarily to distribute a profit (and on the basis that, for the avoidance of doubt, local government or other statutory authorities shall not be deemed to fall within the voluntary sector for the purposes of this clause). and (c) companies and other legal entities which are wholly owned or controlled by one or more social sector organisation.

Data Sources