Finance Score: 2

Governance Score: -1

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Reasonable growth: +1
Fundraising costs low: +3

Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 4

THE ALFRED GILLETT TRUST

We preserve over 100,000 historical objects and archives spanning six generations of a family firm, helping to tell the story of the development of Street as a company village with nearly 200 years of shoemaking heritage. The large and varied collections of objects, books and archives provide a rich source of information and inspiration about the Clark family, C & J Clark Ltd and the local history

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £12,491,688 available, equivalent to 159 months of spending and so may not be able to utilise additional funding

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		£2,837	£946	£1,891	£61	£12,502	£12,492	158.5	13	5
31/03/22		£4,670	£646	£4,024	£50	£10,466	£10,359	192.5	13	4
31/03/21		£1,088	£635	£453	£60	£5,593	£5,450	103	13	5
31/03/20		£724	£656	£68	£2	£5,676	£5,512	100.8	11	12
31/03/19		£554	£567	£-13	£2	£6,004	£5,913	125.2	11	25
31/03/18		£867	£490	£377	£4	£7,370	£7,243	177.2	8	0
31/03/17	*	£527	£494	£33	£0	£7,644	£7,610	184.7	12	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.3%
Fundraising Costs/Total Spending: 6.4%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 158.5 months
Net Current Assets/Spending: 16 months
Quick Ratio: 13.4

Asset Split ?

Established: 8 years

alfredgilletttrust.org

enquiries@agtrust.org.uk

01458444060

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

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Somerset,

Who it helps

The General Public/Mankind

Who works here?

13 employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

CATO PEDDER (Chair) Appointed: 2016, Other trusteeship: THE ALFRED GILLETT TRUST,

DAVID BERKELEY HILL Appointed: 2020

ELEANOR GOULD Appointed: 2021

HUGH RUTHVEN PYM Appointed: 2002, Other trusteeship: THE ALFRED GILLETT TRUST,

MARTIN LOVELL Appointed: 2009, Other trusteeships: THE ROGER AND SARAH BANCROFT CLARK CHARITABLE TRUST, C AND J CLARK LIMITED EMPLOYEES 1922 TRUST, P AND M LOVELL CHARITABLE TRUST, STREET CLUB AND INSTITUTE (CRISPIN HALL), THE STREET LIBRARY, CLARK FOUNDATION, THE ALFRED GILLETT TRUST, THE CRISPIN HALL TRUST, CLARK FOUNDATION, STREET LIBRARY TRUST,

PATRICK COLTON Appointed: 2019, Other trusteeship: THE ALFRED GILLETT TRUST,

RICHARD BANCROFT CLARK Appointed: 2002, Other trusteeships: THE JOSEPH AND FRANCES CLARK TRUST, GREENBANK POOL, STREET CLUB AND INSTITUTE (CRISPIN HALL), THE STREET LIBRARY, CLARK FOUNDATION, NATHAN CLARK 1984 CHARITABLE SETTLEMENT, THE CLAVERHAM MEETING HOUSE TRUST, WALTON PLAYING FIELD AND VILLAGE HALL CHARITABLE TRUST, WHITENIGHTS CHARITABLE TRUST, THE JOSEPH AND FRANCES CLARK TRUST, THE CRISPIN HALL TRUST, CLARK FOUNDATION,

Legal constitution

Charity registered in England & Wales on 11/02/2016, number: 1165528

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
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; AR17: 127 days late,

Main office

The Grange
Farm Road
STREET
BA16 0BQ

Objectives

1. TO ADVANCE PUBLIC EDUCATION THROUGH THE CO-OPERATION AND ASSISTANCE IN THE FOUNDATION AND MAINTENANCE OF A PUBLIC RECORDS CENTRE AND MUSEUM IN STREET IN THE COUNTY OF SOMERSET OR SUCH OTHER PLACE AS THE TRUSTEES MAY DECIDE FOR ONE OR MORE OF THE FOLLOWING PURPOSES NAMELY:-(A) THE PRESERVATION WITHIN A LIBRARY ARCHIVES AND RECORDS CENTRE OF THE HISTORIC PAPERS RECORDS AND EXHIBITS CONNECTED WITH THE FOOTWEAR AND SHOEMAKING INDUSTRY IN THE TOWN OF STREET AND THE SURROUNDING AREA OR ELSEWHERE ANDI) THOSE WHO DEVELOPED THE SAID INDUSTRY AND TRADES PARTICULARLY IN STREET AND THE SURROUNDING AREAII) THE DOMESTIC AND SOCIAL LIFE OF THE AREA AND III) THE RELIGIOUS SOCIETY OF FRIENDSWHICH SHALL BE ACCESSIBLE TO SCHOLARS AND RESEARCH STUDENTS FROM ANY PART OF THE WORLD AND TO THE GENERAL PUBLIC(B) THE EXHIBITION TO THE PUBLIC OF HISTORIC SHOES MATERIAL MACHINERY EQUIPMENT AND BUILDING USED IN CONNECTION WITH THE SAID FOOTWEAR AND SHOEMAKING INDUSTRY AND ITS SUPPLY AND DISTRIBUTION TRADES(C) THE EXHIBITION TO THE PUBLIC OF ANY FOSSILS AND OTHER ARTICLES OF HISTORIC INTEREST OF ARTICLES OF ARTISTIC MERIT INCLUDING PAINTING DRAWINGS AND WORKS OF ART OF ALL KINDS2. TO PAY OR APPLY THE SAME TO OR FOR THE BENEFIT OF SUCH ONE OR MORE CHARITABLE INSTITUTIONS OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Data Sources