Finance Score: -6

Governance Score: 4

Support Score: 2

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +2

Overall GiG Score: 0

THE SOLDIERS OF GLOUCESTERSHIRE MUSEUM

The Soldiers Of Gloucestershire Museum exists to collect, conserve & display objects relating to The Gloucestershire Regiment & The Royal Gloucestershire Hussars, for the benefit of the citizens of Gloucestershire, Bristol and the general public, in particular the collections are used in support of the national curriculum and furtherance of study of the military history of Gloucestershire.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£93	£168	£-75	n/a	n/a	n/a	n/a	n/a	23
31/03/22		£193	£174	£19	n/a	n/a	n/a	n/a	n/a	23
31/03/21		£203	£223	£-20	n/a	n/a	n/a	n/a	n/a	20
31/03/20		£209	£282	£-73	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£197	£273	£-76	n/a	n/a	n/a	n/a	n/a	20
31/03/18	*	£89	£225	£-136	£0	£0	£0	n/a	0	0
31/03/17		£89	£225	£-136	£0	£0	£0	n/a	0	0
31/03/16	*	£147	£231	£-84	£0	£0	£0	n/a	0	0
31/03/15	*	£399	£231	£168	£0	£0	£0	n/a	0	0
31/03/14		£361	£198	£163	£0	£0	£0	n/a	0	0
31/03/13		£133	£131	£2	£0	£0	£0	n/a	0	0
31/03/12		£78	£105	£-27	£0	£0	£0	n/a	0	0
31/03/11		£91	£115	£-25	£0	£0	£0	n/a	0	0
31/03/10		£0	£0	£0	£0	£0	£0	n/a	0	0
31/03/09		£96	£126	£-30	£0	£0	£0	n/a	0	0
31/03/08		£138	£125	£13	£0	£0	£0	n/a	0	0
31/03/07		£75	£132	£-56	£0	£0	£0	n/a	0	0
31/03/06		£180	£89	£91	£0	£0	£0	n/a	0	0
31/03/05		£72	£77	£-5	£0	£0	£0	n/a	0	0
31/03/04		£72	£77	£-5	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

www.soldiersofglos.com

vicki.hopson@sogm.co.uk

01452522682

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Bristol City, Gloucestershire, South Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
23 volunteers

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
National Lottery Heritage Fund - Grant to Soldiers of Gloucestershire Museum
£24,400	22/06/2020	COVID19: The Soldiers of Gloucestershire Museum
National Lottery Heritage Fund - Grant to Soldiers of Gloucestershire Museum
£38,200	09/01/2019	Soldiers of Gloucestershire Museum: Securing our Future

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

Age Range of Trustees:

PETER ROLAND HENRY CLIFFORD MBE TD Appointed: 2024

DAVID ROBERT DIXON OBE Appointed: 2022

ELLIE KING Appointed: 2021, Occupation: Student

GERALD LEONARD EVANS Appointed: 2023, Occupation: Business Consultant

PATRICK THOMAS JOSEPH BROOKE Appointed: 2020, Occupation: None

PHILIP LAURANCE COOPER CROOK TD,VR Appointed: 2022

SAMANTHA ELIZABETH FENN Appointed: 2021, Occupation: Hr Consultant

AHMED SAID HANSDOT Appointed: 2019, Occupation: N/A

ANTHONY HUGH AYRES Appointed: 2019, Occupation: Other

DR TIMOTHY JOHN BRAIN Appointed: 2019, Occupation: Retired, Other trusteeships: EVERSFIELD PREPARATORY SCHOOL TRUST LIMITED, NATURE IN ART TRUST,

GUY EDWARD CHRISTOPHER WOODCOCK Appointed: 2009, Occupation: Managing Director, Other trusteeship: THE GLOUCESTERSHIRE REGIMENT MUSEUM TRUST,

JAMES DREW DANIEL MBE Appointed: 2019, Occupation: British Army

JOHN FRANCIS PENLEY OBE TD (Chair) Appointed: 2019, Other trusteeship: THE YEOMANRY TRUST,

MR CHRIS RYLAND, Other trusteeships: THE GLOUCESTERSHIRE REGIMENT MUSEUM TRUST, THE LEASON TRUST,

RICHARD RANDOLF MULLINGS Appointed: 2011, Occupation: Solicitor

DAVID JOHN PHILLIPS Appointed: 2023, Occupation: Finance Director, Other trusteeship: EMPIRE FIGHTING CHANCE,

Legal constitution

Charitable company registered in England & Wales on 17/12/2002, number: 1095077
Registered at Companies House on 09/07/2002, number: 04480767

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR18: 26 days late, AR16: 38 days late, AR15: 1 days late,

Main office

SOLDIERS OF GLOUCESTERSHIRE MUSEUM
CUSTOM HOUSE
31 COMMERCIAL ROAD
GLOUCESTER
GL1 2HE

Objectives

TO PROMOTE MILITARY EFFICIENCY AND TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC IN THE HISTORY OF THE GLOUCESTERSHIRE REGIMENT, THE ROYAL GLOUCESTERSHIRE HUSSARS, THE ROYAL GLOUCESTERSHIRE, BERKSHIRE AND WILTSHIRE REGIMENT AND THE RIFLES, OR THE IMMEDIATE OR ANY SUCCESSIVE LEGAL SUCCESSOR UNIT OR SUB-UNIT UNDER ANY ARMY ORDER, OR EQUIVALENT THEREOF, BY THE PROTECTION, PRESERVATION, MAINTENANCE, RESTORATION AND EXHIBITION OF UNIFORMS, MEDALS, PICTURES, BOOKS, MANUSCRIPTS, MAPS, DOCUMENTS, EQUIPMENT, MACHINERY, APPARATUS, BUILDINGS, STRUCTURES AND ALL OTHER ITEMS OF MILITARIA.

Defined Area of Benefit:

GLOUCESTERSHIRE

Data Sources