Protecting Charitable Status - individual charity reviews

Under the 2005 Act, OSCR has a duty to review entries in the Scottish Charity Register from time to time, as well as to remove any charity that no longer meets the charity test.

Background

These requirements form the basis of our individual reviews of selected charities, which test whether organisations in the Register continue to meet the requirements for charitable status, and look at any issues with the governance of the charities or their compliance with charity law.

We have been carrying out these reviews since 2006.We ake a risk-based approach, which means we target those types of charities that we consider may be most at risk of failing to meet the requirements for charitable status. We also review a small number of charities at random.

Our experience

We issued a report called 'Protecting charitable status: a report on individual charity reviews 2006-11' that explains how we developed our risk-based approach. It covers the history of the programme of reviews (previously called the Rolling Review), explains which groups of charities were chosen, and sets out the results of our reviews so far.

Our report also includes a useful 'Checklist for charity trustees' to help trustees review their own charity to ensure it continues to comply with the law and with our recommendations for good practice.

From 2012, we broadened the basis for individual charity reviews, to ensure that future reviews cover all our regulatory concerns, including charitable status and governance. We review and update our assessment of which types of charities we should review regularly, taking into account newly identified areas where issues may arise - for instance in how charities comply with the new Equalities Act 2010.

Moving forward

Based on our experience, we do not believe that we need to subject a large number of charities on our Register to active individual reviews, although we do have powers to review any charity. All Scottish charities must report to us annually and provide us with certain financial information, which varies depending on the size and complexity of the charity.

Our individual charity reviews are one part of our work to protect charitable status, which also includes ad-hoc and routine monitoring work and our inquiries and investigations. We communicate regularly with charity trustees to explain lessons we have learned from reviews and help them ensure that each charity continues to fulfil its charitable mission and protect its charitable assets.

We continue to publish a list of charities under review.