Finance Score: -2

Governance Score: -4

Support Score: 1

Accounts filed more than 5 days late: -2 times
Spending falling: -1
but now stabilising: +1
No PartB

Narrow trustee age band: -2
Very static board: -5
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: -5

THE BOSWELL TRUST

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

Accounts have been filed late on 2 occasions over the last 5 years
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently

Established: 14 years

Financial Data

Income & Spending ?

Period ending	30/09/17	30/09/18	30/09/19	30/09/20	30/09/21	30/09/22	30/09/23
Total income	£127,366	£159,970	£330,719	£131,127	£129,045	£122,991	£210,708
Total spending	£126,072	£169,261	£329,450	£110,724	£100,184	£146,762	£165,481
Surplus/deficit	£1,294	-£9,291	£1,269	£20,403	£28,861	-£23,771	£45,227

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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

Where it operates

UK and overseas, main operating location: South Ayrshire

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.

Specific Donations

Amount	When Months	To be used for
Foundation Scotland - Grant to The Boswell Trust
£1,000	25/01/2023	From Angus Tulloch Fund, sponsorship of RCG event. No Publicity please.
Robertson Trust - Boswell Book Festival Childrens' Festival
£3,000	28/02/2019	Boswell Book Festival Childrens' Festival
Robertson Trust - The 2018 Boswell Book Festival's School's Day and Children's Event
£3,000	29/03/2018	The 2018 Boswell Book Festival's School's Day and Children's Event
Robertson Trust - The 2017 Boswell Book Festival Schools' Day and Children's Event
£3,000	21/03/2017	The 2017 Boswell Book Festival Schools' Day and Children's Event

Data sourced from Donors via 360 Giving

How is it governed?

Directors (6)

Current Directors appointed

Gender Split

Age Range of Directors: 59-75

ELIOTT, Margaret Frances Boswell
Appointed: 2010
Occupation: None

KENNERLEY, Peter Dilworth
Appointed: 2010
Occupation: Solicitor

KNOX, Caroline Angela
Appointed: 2010
Occupation: None

KNOX, James Richard Dunsmuir
Appointed: 2010
Occupation: None

WATSON, Gillian Anne Mcgregor
Appointed: 2014
Occupation: Company Director

ZACHS, William Jay
Appointed: 2010
Occupation: None

Legal constitution

Charity registered in Scotland on 21/07/2010, number: SC041655
Registered at Companies House on 22/06/2010, number: SC380815

Filing Record

5 returns made; AR20: 345 days late, AR19: 709 days late,

Main office

3 Wellington Sqaure, Ayr, KA7 1EN

Objectives

(a) The advancement of literary arts and education through the promotion of the works of James Boswell. (b) The advancement of heritage through the restoration and preservation of the James Boswell family aisle and mausoleum in Auchinleck churchyard.

Data Sources