Finance Score: 2

Governance Score: 0

Support Score: 4

Strong growth: +2
No PartB

(no info on trustees)

Grant maker support: +4

Overall GiG Score: 6

TAY AND EARN TRUST

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years

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		£42,820	£65,332	£82,435		£51,448
Donations & Legacies		£35,175	£36,697	£37,761		£35,000
Other Income		£500	£500	£34,751		£23,979
Investment Income		£5,515	£7,400	£8,899		£8,367
Total income	£175,638	£328,848	£374,896	£370,649	£751,493	£684,073
Charitable activities spending		£186,484	£36,847	£37,300		£72,594
Fundraising costs		3%	68%	2%	1%
Other spending		£34,431		£223,205		£529,267
Total spending	£123,960	£231,903	£284,800	£267,945	£469,810	£601,861
Surplus/deficit	£51,678	£96,945	£90,096	£102,704	£281,683	£82,212

Established: 11 years

www.tayandearntrust.org

Listed activities

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

GiG Classification

Environment conservation & animal welfare advocacy

Purposes

The advancement of education
The advancement of citizenship or community development
The provision of recreational facilities, or the organisation of recreational activities, with the object of improving the conditions of life for the persons for whom the facilities or activities are primarily intended','the advancement of environmental protection or improvement

Where it operates

More than one local authority area in Scotland, main operating location: Perth And Kinross

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 Tay and Earn Trust
£2,800	07/04/2021 7	To contribute towards the cost of the Tay and Earn Trust running a project to support deprived young people in the Dundee area
National Lottery Community Fund - Wet N Wild - Inspiring & Empowering Young People Through Achievement
£107,900	22/03/2021 35	This group will use the funding to establish the Willowgate Activity Centre as a recognised and innovative provider for the Duke of Edinburgh (DoE) Award Scheme. They will also develop the Willowgate ....more This group will use the funding to establish the Willowgate Activity Centre as a recognised and innovative provider for the Duke of Edinburgh (DoE) Award Scheme. They will also develop the Willowgate Explorers Award Scheme. This will be similar to DoE but will be developed with and for young people with Additional Support Needs and for those aged over 25.
National Lottery Community Fund - Willowgate Support Group
£5,913	09/07/2020 9	This group will use funding to develop a wellness group for young people that combines water paddle sports and wellness coaching.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees

Sorry we have no information about the Trustees.

Legal constitution

Charity registered in Scotland on 10/06/2013, number: SC044062

Filing Record

4 returns made; all on time

Main office

Stockgreen Lodge, Lairwell, Kinfauns, Perth, PH2 7JU

Objectives

3.1.1 to conserve, regenerate and improve the environment, flora, fauna and fish of, in and related to the river systems of the Tay and Earn (including all related tributaries, estuaries, coastal zones, waters, banks and surrounding land), by seeking to establish, develop, manage, promote and where relevant integrate, social, environmental and economic policies relating thereto. 3.1.2 to advance the education of the public about the heritage and culture of the said river systems of the Tay and Earn, to promote and to carry out research relating to the sustainable management and development thereof. 3.1.3 to advance community development and participation within and adjacent to the said river systems of the Tay and Earn, to include encouraging and developing traditional skills and methods of working and living sustainably and healthily. 3.1.4 to advance environmental protection or improvement by promoting or supporting projects relating to renewable energy and sustainable resources involving or related to the said river systems. 3.1.5 to provide recreational facilities, or organise recreational facilities, with the object of improving the conditions of life for the persons for whom the facilities are primarily intended.

Data Sources