Finance Score: -6

Governance Score: 1

Support Score: 6

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

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 1

FRIENDS OF GLOUCESTERSHIRE ARCHIVES CIO

SUPPORTS AND PROMOTES THE ARCHIVES SERVICE FOR THE COUNTIES OF GLOUCESTERSHIRE AND SOUTH GLOUCESTERSHIRE

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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 has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 8 years

foga.online

contact@foga.online

01452 426240

Charity Commission for England and Wales

Tweets

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	£14	£4	£10	n/a	n/a	n/a	n/a	n/a	100
31/03/22	£6	£2	£3	n/a	n/a	n/a	n/a	n/a	100
31/03/21	£3	£9	£-6	n/a	n/a	n/a	n/a	n/a	100
31/03/20	£9	£32	£-23	n/a	n/a	n/a	n/a	n/a	100
31/03/19	£51	£106	£-55	n/a	n/a	n/a	n/a	n/a	100
31/03/18	£25	£4	£20	£0	£0	£0	n/a	0	0
31/03/17	£90	£20	£70	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Gloucestershire, South Gloucestershire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
100 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
Henry Smith Charity - Grant to Friends of Gloucestershire Archives
£20,000	08/06/2017 24	towards two years' salary of the Engagement Manager at 'EVOKE', a project that works to address memory loss and loneliness in older people in Gloucestershire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

CLIVE FRANCIS ANDREWS BD AKCFRSA (Chair) Appointed: 2016

CAROLINE MARY BRODIE MELLER Appointed: 2016, Other trusteeship: THE COMPANY OF FRIENDS OF ST JOHN THE BAPTIST, OXENTON,

CLAIRE ELIZABETH GIBSON Appointed: 2020

DAVID CHARLES COOK Appointed: 2020

DR CHERRY ANN KNOTT Appointed: 2018, Other trusteeship: THE IRENE WELLINGTON EDUCATIONAL TRUST,

HEATHER MARGARET FORBES MARAD FARA Appointed: 2016, Other trusteeships: GLOUCESTERSHIRE COUNTY HISTORY TRUST, GLOUCESTERSHIRE COUNTY HISTORY TRUST CIO,

STEPHEN ANTHONY HAYGARTH Appointed: 2016

Legal constitution

Charity registered in England & Wales on 19/01/2016, number: 1165223

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

7 returns made; all on time

Main office

32 High Street
BERKELEY
Gloucestershire
GL13 9BJ

Objectives

THE OBJECT OF THE CIO IS: TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE UNDERSTANDING AND PRESERVATION OF THE DOCUMENTED HERITAGE OF THE HISTORIC COUNTY OF GLOUCESTERSHIRE, ESPECIALLY BY THE PROMOTION, SUPPORT AND IMPROVEMENT OF GLOUCESTERSHIRE ARCHIVES.

Data Sources