Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 2

THE HONOURABLE COMPANY OF GLOUCESTERSHIRE CHARITABLE TRUST

The promotion of exclusively charitable purposes which are beneficial to the counties of Gloucestershire and South Gloucestershire. This includes the advancement of education and training, arts culture and heritage, health, amateur sport, conservation of historic buildings, relief of poverty, improvement of community relations and social conditions.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£29	£25	£4	n/a	n/a	n/a	n/a	n/a	1
31/03/22	£32	£17	£15	n/a	n/a	n/a	n/a	n/a	2
31/03/21	£22	£19	£3	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£22	£24	£-2	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£31	£28	£3	n/a	n/a	n/a	n/a	n/a	2
31/03/18	£30	£27	£3	£0	£0	£0	n/a	0	0
31/03/17	£20	£17	£3	£0	£0	£0	n/a	0	0
31/03/16	£16	£22	£-7	£0	£0	£0	n/a	0	0
31/03/15	£15	£8	£7	£0	£0	£0	n/a	0	0
31/03/14	£16	£17	£-1	£0	£0	£0	n/a	0	0
31/03/13	£25	£10	£15	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 12 years
(16 years as a company)

https://www.honcoglos.org/about/the-trust.htm

fullers@woodbro.plus.com

01291625059

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance
Sponsors or undertakes research

Where it operates

Gloucestershire, South Gloucestershire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANDREW MICHAEL TIFFIN DOWNTON Appointed: 2024

DUNCAN JOHN STUDD MUNRO Appointed: 2021

JULIE DAWN KENT MBE Appointed: 2022

MICHAEL DAVID JONES Appointed: 2022, Occupation: Retired

PETER ANDREW LACHECKI Appointed: 2023

ROBERT WHARTON Appointed: 2022

WILLIAM HARRY JOHN ARMIGER Appointed: 2022

LT COL ANDREW JAMES TABOR JP Appointed: 2023, Other trusteeship: FRIENDS OF THE COTSWOLDS,

KAREN JANE MORGAN OBE, DL Appointed: 2023, Occupation: Public Servant, Other trusteeships: Caring for Communities and People, WALLSCOURT FOUNDATION, FRIENDS OF THE COTSWOLDS, COLSTON'S SCHOOL FOUNDATION, THE DOOR YOUTH PROJECT,

MARK HURRELL Appointed: 2021, Occupation: None, Other trusteeship: FRIENDS OF THE COTSWOLDS,

Legal constitution

Charity registered in England & Wales on 12/06/2012, number: 1147656
Registered at Companies House on 03/12/2007, number: 06442628

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

11 returns made; all on time

Main office

Woodborough
Mopla Road
Tutshill
CHEPSTOW
NP16 7PS

Objectives

1.1.THE PROMOTION OF ANY EXCLUSIVELY CHARITABLE PURPOSE WHICH IN THE OPINION OF THE TRUSTEES IS BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THE COMMUNITY IN THE COUNTY OF GLOUCESTERSHIRE AND THE COUNTY OF SOUTH GLOUCESTERSHIRE INCLUDING:- 1.1.1. THE ADVANCEMENT OF EDUCATION AND TRAINING; 1.1.2. THE ADVANCEMENT OF THE ARTS, CULTURE AND HERITAGE; 1.1.3. THE ADVANCEMENT OF HEALTH AND/OR SAVING OF LIVES; 1.1.4. THE ADVANCEMENT OF AMATEUR SPORT; 1.1.5. THE CONSERVATION AND PRESERVATION OF HISTORIC BUILDINGS AND SITES; 1.1.6. THE PREVENTION AND/OR RELIEF OF POVERTY; 1.1.7. THE DEVELOPMENT AND IMPROVEMENT OF COMMUNITY RELATIONS AND SOCIAL CONDITIONS.1.2.TO RAISE FUNDS FOR CHARITABLE PURPOSES AND TO MAKE DONATIONS FOR ANY CHARITABLE PURPOSE IN THE COUNTY OF GLOUCESTERSHIRE AND THE COUNTY OF SOUTH GLOUCESTERSHIRE. 1.3.TO ASSIST ANY SOCIETY, CORPORATION, CHARITY OR OTHER BODY OR PERSON BY ADVICE, GRANTS OR MONEY WITHIN THE PURPOSES OF THE TRUST. 1.4.TO UNDERTAKE RESEARCH, SURVEYS AND INVESTIGATIONS AND TO PUBLISH THE RESULTS OF THE RESEARCH.

Defined Area of Benefit:

THE COUNTY OF GLOUCESTERSHIRE AND SOUTH

Data Sources