Finance Score: -5

Governance Score: 9

Support Score: 3

Multiple Deficits and declines: -5
No PartB

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

Grant maker support: +3

Overall GiG Score: 7

WHEATLEY HOMES SOUTH LIMITED

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data

Income & Spending ?

Data adjusted to reflect year end change

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/23
Charitable activities
Donations & Legacies
Other Income
Investment Income
Total income	£48,959,000	£47,370,000	£48,576,000	£48,629,000	£55,881,000
Charitable activities spending
Fundraising costs
Other spending
Total spending	£54,558,000	£50,935,000	£42,815,000	£33,194,000	£40,913,000
Surplus/deficit	-£5,599,000	-£3,565,000	£5,761,000	£15,435,000	£14,968,000

Download accounts

Established: 16 years
(22 years as a company)

https://www.wheatleyhomes-south.com/

Listed activities

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

GiG Classification

Other facilities management and maintenance

Purposes

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: Dumfries And Galloway

Who it helps

Children or young people
Older People
People with disabilities or health problems

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
Scottish Government - Dumfries and Galloway Housing Partnership Limited
£100,000	11/06/2020	Detailed description not provided.
National Lottery Community Fund - DGHP Supported Housing Pathway to Independence
£448,525	04/10/2016 60	DGHP Supported Housing Pathway to Independence

Data sourced from Donors via 360 Giving

How is it governed?

Directors (8)

Current Directors appointed

Gender Split

Age Range of Directors: 32-76

BOADEN, Josephine
Appointed: 2022
Occupation: Chief Executive

BURDEN, Fiona
Appointed: 2020
Occupation: Lawyer

GREAVES - MACKINTOSH, Michael
Appointed: 2017
Occupation: Company Director

HENDERSON, John Maxwell Houston
Appointed: 2018
Occupation: Retired

HUNTER, Karen
Appointed: 2023
Occupation: Finance Director

LEGG, Garry Alan
Appointed: 2023
Occupation: Director

MARTIN, Hugh Robert John
Appointed: 2022
Occupation: None

MCCRAW, John
Appointed: 2019
Occupation: Retired

Legal constitution

Charity registered in Scotland on 25/09/2008, number: SC039896
Registered at Companies House on 15/06/2001, number: SC220297

Filing Record

4 returns made; all on time

Main office

Wheatley House, 25 Cochrane Street, Glasgow, G1 1HL

Objectives

Primarily in Scotland to operate for the relief of those in need by reason of age, ill health, disability, financial hardship or other disadvantage through (1) the provision, construction, improvement and/or management of land and accommodation, (2) the provisionon of care, and (3) the undertakmg of any activity allowed under Section 58 of the Housing (Scotland) Act 2001 (as amended by the Housmg (Scotland) Act 2006 and the Registered social Landlords (Purposes or Objects) (Scotland) Order 2006) which is charitable both for the purposes of section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and also setion 505 of the Income and Corporation Taxes Act 1988

Data Sources