Finance Score: -2

Governance Score: 0

Support Score: 7

Multiple Deficits: -2
No PartB

(no info on trustees)

Overall weighted support: +7

Overall GiG Score: 5

HISTORIC ENVIRONMENT SCOTLAND

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£44,584,000	£45,586,000	£48,387,000	£7,782,000		£38,113,000
Donations & Legacies	£73,000	£89,000	£94,000	£6,000		£169,000
Other Income	£37,515,000	£38,981,000	£38,811,000	£84,058,000		£62,458,000
Investment Income
Total income	£97,292,000	£100,066,000	£103,324,000	£93,663,000	£97,400,000	£115,230,000
Charitable activities spending	£71,012,000	£74,065,000	£76,089,000	£72,785,000		£88,863,000
Fundraising costs	22%	22%	23%	47%	9%	25%
Other spending	£12,082,000	£24,085,000	£13,461,000	£7,887,000		£17,872,000
Total spending	£96,273,000	£111,825,000	£104,092,000	£85,175,000	£102,173,000	£119,706,000
Surplus/deficit	£1,019,000	-£11,759,000	-£768,000	£8,488,000	-£4,773,000	-£4,476,000

Established: 9 years

www.historicenvironment.scot

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

Museums, parks, historical sites

Purposes

The advancement of education
The advancement of the arts, heritage, culture or science
The advancement of environmental protection or improvement

Where it operates

UK and overseas, main operating location: City of Edinburgh

Who it helps

No specific group, or for the benefit of the community

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Historic Environment Scotland
£25,000	16/12/2022	Explore:HES
Department for Business, Energy and Industrial Strategy - Creating Immersive Experiences
£999,998	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=AH/X010104/1
Department for Business, Energy and Industrial Strategy - Scotland's Rock Art in context: placement, re-placement and engagement
£41,439	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=AH/N00745X/1
Department for Business, Energy and Industrial Strategy - Eternal Connections
£9,808	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=AH/X000370/1
Department for Business, Energy and Industrial Strategy - Towards a National Collection Programme Directorate
£471,363	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=AH/V000802/1
Department for Business, Energy and Industrial Strategy - Eternal Connections
£13,403	01/02/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=AH/X000370/1
William Grant Foundation - Stone carving craft fellowship
£31,042	23/09/2019 12	To employ a stone carver for a one-year craft fellowship.
Department for Business, Energy and Industrial Strategy - Towards a National Collection Programme Directorate
£1,803,518	01/04/2019	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projectsref=AH/V000802/1
Department for Business, Energy and Industrial Strategy - Scotland's Rock Art in context: placement, re-placement and engagement
£161,388	01/01/2017	[Placeholder]
Department for Business, Energy and Industrial Strategy - Producing/Consuming 'Romantic Scotland': Exhibitions, Heritage, Nation & the Chinese Market
£190,928	17/10/2016	[Placeholder]

Show more rows

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 20/08/2015, number: SC045925

Filing Record

5 returns made; all on time

Main office

Longmore House, Salisbury Place, Edinburgh, EH9 1SH

Objectives

(1) Historic Environment Scotland has the general function of investigating, caring for and promoting Scotland?s historic environment. (2) In exercising its general function, Historic Environment Scotland has the following particular functions? (a) identifying and recording the historic environment, (b) understanding and interpreting the historic environment, (c) learning about, and educating others about, the historic environment, (d) protecting and managing the historic environment, (e) conserving and enhancing the historic environment. (3) Historic Environment Scotland also has the function of managing its collections as a national resource for reference, study and research. (4) In exercising that function, Historic Environment Scotland has the following particular functions? (a) preserving, conserving and developing its collections, (b) making the collections accessible to the public and to persons wishing to carry out study and research, (c) exhibiting and interpreting objects in the collections.

Data Sources

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