Finance Score: -5

Governance Score: -3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Static board: -3

No supporters identified

Overall GiG Score: -8

THE GERRY HOLDSWORTH SPECIAL FORCES CHARITABLE TRUST

TO EDUCATE THE PUBLIC AND MEMBERS OF THE ARMED FORCES OF THE CROWN IN THE UNDERSTANDING AND EVALUATION OF THE SPECIAL FORCES SINCE THE FIRST WORLD WAR, AND THE RELATIONSHIPS CREATED BY THE SPECIAL FORCES IN ANY PART OF THE WORLD. TO PROMOTE THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN. THE TRUST PUBLISHES ARCHIVE MATERIAL, ARRANGES SYMPOSIA, CONFERENCES AND ERECTS MEMORIALS.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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		£20	£65	£-45	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£21	£36	£-15	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£28	£32	£-3	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£45	£98	£-53	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£46	£65	£-20	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£45	£62	£-17	£0	£0	£0	n/a	0	0
31/03/17		£50	£88	£-38	£0	£0	£0	n/a	0	0
31/03/16		£46	£56	£-10	£0	£0	£0	n/a	0	0
31/03/15		£46	£89	£-43	£0	£0	£0	n/a	0	0
31/03/14		£44	£100	£-56	£0	£0	£0	n/a	0	0
31/03/13		£51	£53	£-3	£0	£0	£0	n/a	0	0
31/03/12		£44	£63	£-20	£0	£0	£0	n/a	0	0
31/03/11		£28	£50	£-22	£0	£0	£0	n/a	0	0
31/03/10	*	£26	£47	£-21	£0	£0	£0	n/a	0	0
31/03/09	*	£42	£52	£-10	£0	£0	£0	n/a	0	0
31/03/08	*	£45	£65	£-21	£0	£0	£0	n/a	0	0
31/03/07	*	£44	£58	£-13	£0	£0	£0	n/a	0	0
31/03/06	*	£40	£55	£-16	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 35 years

WWW.HOLDSWORTHTRUST.ORG

INFO@HOLDSWORTHTRUST.ORG

01892660165

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
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 (7)

Current Trustees appointed

ANTHONY JAMES MOXON LOWTHER-PINKERTON LVO MBE Appointed: 2018, Other trusteeship: THE GERRY HOLDSWORTH SPECIAL FORCES CHARITY,

GENERAL SIR MARK CARLETON-SMITH GCB CBE Appointed: 2012, Other trusteeships: IM01 LIMITED, THE GERRY HOLDSWORTH SPECIAL FORCES CHARITY,

SIR HEW STRACHEN DL FRSE Appointed: 2013

JOHN RAINE CMG OBE Appointed: 2017, Other trusteeships: THE HALO TRUST, TAIGH MOR FOUNDATION, THE GERRY HOLDSWORTH SPECIAL FORCES CHARITY,

LADY VICTORIA GETTY Appointed: 2011, Other trusteeships: J PAUL GETTY JR GENERAL CHARITABLE TRUST, THE GERRY HOLDSWORTH SPECIAL FORCES CHARITY,

SIR ROBERT CRAWFORD CBE Appointed: 2011, Other trusteeship: THE GERRY HOLDSWORTH SPECIAL FORCES CHARITY,

SUSAN MARY RICHARDS Appointed: 2011, Other trusteeships: THE AMARA CONSERVATION (UK) TRUST, THE GERRY HOLDSWORTH SPECIAL FORCES CHARITY,

Legal constitution

Charity registered in England & Wales on 21/09/1989, number: 802124

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

18 returns made; AR10: 164 days late, AR09: 520 days late, AR08: 901 days late, AR07: 1262 days late, AR06: 1627 days late,

Main office

THE SPECIAL FORCES CLUB
PO Box 72299
LONDON
SW1P 9PL

Objectives

TO EDUCATE THE PUBLIC AND MEMBERS OF THE ARMED FORCES OF THE CROWN IN: (A) THE UNDERSTANDING AND EVALUATION OF THE HISTORY ACTIVITIES DEVELOPMENT AIMS OBJECTIVES AND RESULTS OF THE OPERATIONS AND ENGAGEMENTS OF THE SPECIAL FORCES DURING AND AT ANY TIME PAST OR TO COME SINCE THE BEGINNING OF THE FIRST WORLD IN ONE AND EVERY PART OF THE WORLD AND THEIR IMPACT ON SOCIETY AND ANY COMBINATION OF ONE OF THEM. (B) THE UNDERSTANING AND EVALUATION OF THE RELATIONSHIPS AND LINKS CREATED IN ANY PART OF THE WORLD BY THE SPECIAL FROCES WITH THE FORCES GROUPS UNITS AND INDIVIDUALS WORKING FOR OR SPONSORED BY THE SPECIAL FORCES THE GOVERMENT OF THE UNITED KINGDOM OR OF OTHER STATE AT ANY TIME OR FROM TIME TO TIME. TO PROMOTE THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN.

Defined Area of Benefit:

NOT DEFINED

Data Sources