Overall GiG Score: 6 ?
Finance Score: -3
Governance Score: 6
Support Score: 3
  • Fundraising costs high: -3
  • No PartB
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Grant maker support: +3

THE ABBOTSFORD TRUST 

Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

  • Fundraising costs are extremely high relative to funds raised
Established: 18 years
Scottish Charity RegulatorCompanies House
UN SDGs
?
Financial Data
Income & Spending ?
Period ending 31/12/17 31/12/18 31/12/19 31/12/20 31/12/21 31/12/22
Charitable activities £322,689 £363,479 £74,407 £521,533 £351,094
Donations & Legacies £219,773 £283,549 £771,421 £732,872 £1,770,974
Other Income £332 £1,340 £96,415 £32,462
Investment Income £150,971 £123,640 £102,842 £115,568 £136,499
Total income £1,370,484 £693,765 £1,125,068 £1,161,159 £1,449,098 £2,719,237
Charitable activities spending £536,727 £645,085 £593,628 £695,031 £729,679
Fundraising costs 34% 10% 18% 18% 43% 34%
Other spending £542,949 £312,667 £230,676
Total spending £1,298,125 £1,133,744 £1,138,969 £999,336 £1,269,360 £1,608,886
Surplus/deficit £72,359 -£439,979 -£13,901 £161,823 £179,738 £1,110,351
What it does
  • It carries out activities or services itself
Who it helps
  • No specific group, or for the benefit of the community
Purposes
  • The advancement of the arts, heritage, culture or science
Where it operates
  • Scottish Borders

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 Heritage Fund - Grant to The Abbotsford Trust
£224,200 15/06/2020
COVID 19: The Abbotsford Trust
National Lottery Heritage Fund - Grant to The Abbotsford Trust
£73,800 27/02/2017
Learning in a Heritage Landscape – Transforming Work
Dulverton Trust - the Outdoor Learning and Engagement Programme
£30,000 11/02/2016
the Outdoor Learning and Engagement Programme
National Lottery Heritage Fund - Grant to The Abbotsford Trust
£100,000 27/07/2015
Abbotsford financial sustainability

Data sourced from Donors via 360 Giving

How is it governed?

Directors (11)
Current Directors appointed
Gender Split

Age Range of Directors: 47-68
Legal constitution
  • Charity registered in Scotland on 17/08/2006, number: SC037425
  • Registered at Companies House on 31/07/2007, number: SC328535
Filing Record
5 returns made; all on time
Main office

Abbotsford, Melrose, Roxburghshire, TD6 9BQ

Objectives

To advance the arts culture and heritage by the acquisition preservation protection of the buildings land and policies of Abbotsford together with its contents any amenity or other land associated with Abbotsford or with Sir Walter Scott and his family or with the works of Sir Walter Scott together with any moveables of family literary historic or cultural significance all for the benefit and enjoyment of the public To advance the education of the public in relation to the arts and literature and Scottish culture and particularly the life and works and family of Sir Walter Scott and the history of Abbotsford.

Data Sources

Scottish Charity Regulator
360 Giving
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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