Finance Score: 2

Governance Score: 5

Support Score: 0

Strong growth: +2
No PartB

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

THE GLOUCESTERSHIRE SOCIETY

The object of the charity is the relief of persons resident in the area of benefit who are in need, hardship or distress. The trustees may relieve prsons in need by making grants of money to them or providing or paying for goods, services or facilities for them or making grants of money to other persons or bodies who provide goods, services or facilities to those in need.

Analysis by Giving is Great

Positives:

The charity has received modest backing from multiple prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

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
31/12/22		£137	£114	£22	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£133	£110	£23	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£151	£96	£55	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£69	£48	£20	n/a	n/a	n/a	n/a	n/a	3
31/12/18		£49	£64	£-16	£0	£0	£0	n/a	0	0
31/12/17		£52	£55	£-3	£0	£0	£0	n/a	0	0
31/12/16		£58	£44	£14	£0	£0	£0	n/a	0	0
31/12/15		£41	£62	£-21	£0	£0	£0	n/a	0	0
31/12/14		£47	£72	£-25	£0	£0	£0	n/a	0	0
31/12/13		£50	£59	£-9	£0	£0	£0	n/a	0	0
31/12/12		£58	£50	£8	£0	£0	£0	n/a	0	0
31/12/11		£73	£54	£19	£0	£0	£0	n/a	0	0
31/12/10		£47	£70	£-23	£0	£0	£0	n/a	0	0
31/12/09		£77	£58	£19	£0	£0	£0	n/a	0	0
31/12/08		£81	£64	£17	£0	£0	£0	n/a	0	0
31/12/07		£39	£37	£3	£0	£0	£0	n/a	0	0
31/12/06		£33	£29	£4	£0	£0	£0	n/a	0	0
31/12/05	*	£37	£29	£8	£0	£0	£0	n/a	0	0
31/12/04		£34	£40	£-6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 62 years

www.gloucestershiresociety.org.uk

01179151618

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Bristol City, Gloucestershire, South Gloucestershire,

Who it helps

Children/Young People
The General Public/Mankind

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
Quartet Community Foundation - Grant to Gloucestershire Society
£500	19/06/2023	As request by the donor in support of Michael Dobson's Appeal.
Quartet Community Foundation - Grant to Gloucestershire Society
£150	02/11/2022	As requested by the donor towards material support for people in hardship.
Quartet Community Foundation - Grant to Gloucestershire Society
£500	22/08/2022	As request by the donor in support of Alick Campbell’s Appeal.
Quartet Community Foundation - Grant to Gloucestershire Society
£250	15/08/2022	As requested by the donor towards material support for people in hardship.
Quartet Community Foundation - Grant to Gloucestershire Society
£150	24/05/2022	As instructed by the donor's wishes towards the work of the society
Quartet Community Foundation - Grant to Gloucestershire Society
£500	10/09/2021	As request by the donor in support of Andrew Tabor's Appeal.
Quartet Community Foundation - Grant to Gloucestershire Society
£150	03/02/2021	As instructed by the donor's wishes towards the work of the society

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

ALEXANDER HUGH EDWARD CAMPBELL Appointed: 2021

ANDREW TABOR Appointed: 2020

BARBARA TREGEAR Appointed: 2016

CHRISTOPHER WHITE Appointed: 2017

DAISY BERKELEY Appointed: 2021

DAVID SKINNER

GEORGE WHITE

JANE JENNER-FUST Appointed: 2012

JONATHAN TIPPET SEYMOUR WILLIAMS Appointed: 2024

JULIA THOMAS Appointed: 2016

MICHAEL DOBSON Appointed: 2022

MICHAEL STRONG Appointed: 2016

MOIRA GARNER Appointed: 2021

RICHARD BOGGIS-ROLFE Appointed: 2019

TIM ROSS Appointed: 2018

DOROTHY VERONICA OAKES Appointed: 2022, Other trusteeship: GLOUCESTER RELIEF IN SICKNESS FUND,

Legal constitution

Charity registered in England & Wales on 19/02/1962, number: 203159

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests

Filing Record

19 returns made; AR05: 22 days late,

Main office

Saffery Champness
St. Catherines Court
Berkeley Place
BRISTOL
BS8 1BQ

Objectives

1. THE RELIEF OF PERSONS RESIDENT IN THE OLD COUNTY OF GLOUCESTERSHIRE AS CONSTITUTED IN 1657 WHO ARE IN NEED, HARDSHIP OR DISTRESS.2. THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY: (A) MAKING GRANTS OF MONEY TO THEM; OR (B) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR(C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES FOR THOSE IN NEED.3. IN EXCEPTIONAL CASES THE TRUSTEES MAY DECIDE TO ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS:(A) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR (B) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THE OLD COUNTY OF GLOUCESTERSHIRE AS CONSTITUTED IN 1657

Data Sources