Finance Score: -3

Governance Score: 0

Support Score: 3

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

(no info on trustees)

Grant maker support: +3

Overall GiG Score: 0

SHAMBELLIE HOUSE TRUST

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending

Financial Data

Income & Spending ?

Period ending	30/06/18	30/06/19	30/06/20	30/06/21	30/06/22	30/06/23
Total income	£36,304	£7,223	£33,053	£195,812	£316,129	£111,136
Total spending	£37,898	£11,948	£22,650	£17,656	£74,684	£124,133
Surplus/deficit	-£1,594	-£4,725	£10,403	£178,156	£241,445	-£12,997

Established: 9 years

Listed activities

It carries out activities or services itself

GiG Classification

Museums, parks, historical sites

Purposes

The advancement of education
The advancement of the arts, heritage, culture or science

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','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
Garfield Weston Foundation - Main Grants award - COVID19 response
£20,000	23/07/2021	Shambellie House -Phase 1 - Creative Arts Centre
National Lottery Community Fund - Shambellie House - phase 1
£10,000	22/02/2021 4	This group will use the funding to give the local community access to creative activities.
National Lottery Community Fund - Shambellie House Development Project
£10,000	08/09/2015 12	Shambellie House Development Project

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 07/07/2015, number: SC045782

Filing Record

4 returns made; all on time

Main office

Shambellie House, New Abbey, Dumfries, DG2 8HQ

Objectives

The company?s objects are: - 1) To arrange for the buildings and grounds to be used for the advancement of arts, heritage and culture. Providing facilities for the arts and providing heritage benefit to the community by preserving the listed building of Shambellie House (including any outbuildings or associated buildings and grounds). 2) To arrange for the buildings and grounds to be used for the advancement of education, in particular arts, culture and the environment.

Data Sources