Finance Score: 0

Governance Score: 0

Support Score: 7

Volatile income: -3
Fundraising costs low: +3
No PartB

(no info on trustees)

Grant maker support: +7

Overall GiG Score: 7

BANNOCKBURN HOUSE TRUST

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Financial issues to consider:

Income has been volatile recently

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	£666,900		£402,551	£323,458		£212,450
Donations & Legacies	£5,757		£1,944	£2,846		£3,822
Other Income
Investment Income						£122
Total income	£686,549	£135,078	£445,377	£342,021	£363,965	£272,373
Charitable activities spending	£71,798		£321,402	£245,616		£219,761
Fundraising costs	1%		2%	0%	2%	5%
Other spending
Total spending	£75,451	£104,193	£329,764	£247,153	£259,778	£233,080
Surplus/deficit	£611,098	£30,885	£115,613	£94,868	£104,187	£39,293

Established: 7 years

www.bannockburnhouse.scot

Listed activities

It carries out activities or services itself

GiG Classification

Community services

Purposes

The advancement of the arts, heritage, culture or science
The advancement of public participation in sport
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

Where it operates

Wider, but within one local authority area, main operating location: Clackmannanshire

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 significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

William Grant Foundation	£178,300
National Lottery Heritage Fund	£40,000
Foundation Scotland	£6,500

Specific Donations

Amount	When Months	To be used for
William Grant Foundation - General operating support 2023/24
£15,300	28/04/2023	Unrestricted funding to support this local charity to sustain services during the year ahead. The grant is unrestricted but was made in response to the organisation's need to strengthen its immediate ....more Unrestricted funding to support this local charity to sustain services during the year ahead. The grant is unrestricted but was made in response to the organisation's need to strengthen its immediate fundraising capacity. Keywords: community ownership, community asset, heritage, historic building, volunteering.
William Grant Foundation - General operating support 2022/23 to 2024/25
£100,000	15/12/2021 36	Unrestricted funding towards the costs of Bannockburn House Trust over 3 years. Keywords: community ownership, community asset, heritage, historic building, volunteering
Foundation Scotland - Grant to Bannockburn House Trust
£4,500	08/12/2020 17	To enable the organisation to deliver an online cookery programme for people affected by food poverty enabling them to access nutritious meals on a budget and learn about low cost meal solutions.
William Grant Foundation - Bannockburn House capital works additional contribution
£3,000	19/10/2020 12	To install toilet facilities at the Bannockburn House site for the benefit of volunteers working onsite as plans progress towards comprehensive renovation of the house and gardens. Keywords: ....more To install toilet facilities at the Bannockburn House site for the benefit of volunteers working onsite as plans progress towards comprehensive renovation of the house and gardens. Keywords: heritage; community assets
Foundation Scotland - Grant to Bannockburn House Trust
£2,000	19/10/2020 7	To contribute towards the cost of creating a scale model of Bannockburn House.
National Lottery Heritage Fund - Grant to Bannockburn House Trust
£40,000	17/09/2020	Covid 19 Bannockburn House Trust
William Grant Foundation - Bannockburn House Master Plan infrastructure support
£60,000	20/11/2019 12	To install toilet facilities at the Bannockburn House site for the benefit of volunteers working onsite as plans progress towards comprehensive renovation of the house and gardens.
National Lottery Heritage Fund - Grant to Bannockburn House Trust
£52,000	27/11/2017	Bannockburn House - developing a Community Trust
National Lottery Community Fund - Bannockburn House Trust
£150,000	19/11/2017 36	This group will use the funding to establish a new post of Volunteer Co-Ordinator within the organisation. This will enable the Trust to build capacity as it works to develop the grade A listed 17th ....more This group will use the funding to establish a new post of Volunteer Co-Ordinator within the organisation. This will enable the Trust to build capacity as it works to develop the grade A listed 17th century mansionhouse and 25 acres of surrounding land they have just acquired. This will be done to benefit the community of Bannockburn who will be able to use the site as a base or a broad range of community activities, projects and events.

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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 10/01/2017, number: SC047081

Filing Record

5 returns made; all on time

Main office

, FK101PH

Objectives

The Trust's main purpose will be consistent with furthering the achievement of sustainable development for the future generations of the community. 5.4 The advancement of heritage by developing, maintaining and operating Bannockburn House as a community hub and centre of cultural and recreational activities. 5.5 Improving the lives of the community through organising and providing recreational and cultural activities at Bannockburn House. 5.6 The promotion of equality and diversity. 5.7 The advancement of public participation in sport and outdoor activities, using the grounds of Bannockburn House and connecting facilities. 5.8 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. 5.9 Any other purpose that may reasonably be regarded as analogous to any of the preceding purposes.

Data Sources