Finance Score: -3

Governance Score: 0

Support Score: 6

Liabilities <10%: +3
Excess reserves: -4
Multiple Deficits: -2

Overall weighted support: +6

Overall GiG Score: 3

THE GURKHA MUSEUM TRUST

The purpose of the Charity is to oversee the running of the Gurkha Museum based in Winchester and this includes the preservation and maintenance of the Brigade Collection and the upholding of the traditions and ethos of the Brigade of Gurkhas.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,862,046 available, equivalent to 43 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£577	£520	£57	£0	£1,862	£1,862	43	9	10
31/12/22	£416	£526	£-111	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£387	£515	£-128	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£330	£390	£-60	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£304	£375	£-70	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£312	£323	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£302	£270	£31	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 43 months
Net Current Assets/Spending: 6 months
Quick Ratio: 5.2

Asset Split ?

Balance Sheet History

Established: 8 years

www.thegurkhamuseum.co.uk

01962842832

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

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 The Gurkha Museum Trust
£291,580	13/06/2023	Project Kaida: Reinterpreting the Gurkha Museum
The Foyle Foundation - Learning
£35,000	24/11/2020	towards the salary of the new post of Head of Fundraising and Marketing as well as the increased marketing budget required to support fundraising initiatives (awarded grant in response to coronavirus)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

COLONEL CHARLES MATTHEW JOHN BARNETT MBE Appointed: 2016

COLONEL WILLIAM FRANCIS SHUTTLEWOOD OBE Appointed: 2017

COLONEL DAVID JOHN ROBINSON Appointed: 2021

JOHN WALTER BULBECK Appointed: 2017

LT GEN SIR DAVID ROBERT BILL KCB Appointed: 2019

MAJOR JOHN REDFERN HARROP Appointed: 2019

MARTIN RICHARD BROOKS MA (Chair) Appointed: 2016

MAJOR MICHAEL FREDERICK BARNEY Appointed: 2022

MAJOR SANJIP RAI Appointed: 2024

STEPHEN MASLIN Appointed: 2017, Occupation: Chartered Accountant

SUDHA RAI Appointed: 2019

Legal constitution

Charity registered in England & Wales on 26/10/2016, number: 1169920

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

7 returns made; all on time

Main office

THE GURKHA MUSEUM
PENINSULA BARRACKS
ROMSEY ROAD
WINCHESTER
SO23 8TP

Objectives

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT: TO ADVANCE EDUCATION IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF THE GURKHA MUSEUM AND THE PRESERVATION AND MAINTENANCE OF THE BRIGADE COLLECTION; AND TO PROMOTE THE EFFICIENCY OF THE ARMED FORCES BY UPHOLDING THE TRADITIONS AND ETHOS OF THE BRIGADE OF GURKHAS AND PERPETUATING ITS DEEDS.

Data Sources

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