GLOUCESTERSHIRE COUNTY HISTORY TRUST CIO

Charity number: 1181794
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

RAISING FUNDS TO SUPPORT THE CONTINUED RESEARCHING AND WRITING OF THE VICTORIA COUNTY HISTORY FOR THE HISTORIC COUNTY OF GLOUCESTERSHIRE (IE INCLUDING SOUTH GLOS)

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £31,427
Total expenditure: £42,567

People

12 Trustee(s)

12 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Bristol City
  • Gloucestershire
  • South Gloucestershire

Governance

Registration history:
  • 29 January 2019: CIO registration
  • 29 May 2024: Funds received from 1138520 GLOUCESTERSHIRE COUNTY HISTORY TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Nicholas William Kingsley Chair 17 January 2019
VICTORIA COUNTY HISTORY TRUST
Received: On time
Thomas Mark Hamilton Shearer Trustee 14 October 2024
None on record
Richard Randolph Mullings Trustee 17 July 2024
SMITH'S CIRENCESTER POOR CHARITY
Received: On time
FRIENDS OF CIRENCESTER PARISH CHURCH
Received: On time
THE ANNE BROOKS FAIRGREEN CHARITABLE TRUST
Received: On time
JOHN JONES
Received: On time
THE WINSTONE CHARITABLE TRUST
Received: On time
Grace Owen Trustee 17 July 2024
THE HEREFORDSHIRE VICTORIA COUNTY HISTORY TRUST
Received: On time
Susan Barbara Parsons Trustee 13 July 2022
WINTERBOURNE MEDIEVAL BARN TRUST
Received: On time
COTSWOLD ARCHAEOLOGY LTD
Received: On time
Sally Patricia Self Trustee 13 April 2022
None on record
Susan Elizabeth BROWN Trustee 21 January 2020
RUTH TOMLINSON MEMORIAL FUND
Received: On time
THE GLOUCESTERSHIRE SOCIETY FOR INDUSTRIAL ARCHAEOLOGY
Received: On time
CHELTENHAM LOCAL HISTORY SOCIETY
Received: On time
Dr Rose WALLIS Trustee 21 January 2020
SHIRE HALL (DORCHESTER) TRUST
Received: On time
Dr JANET ROSEMARY BROADWAY Trustee 16 April 2019
GLOUCESTER AND DISTRICT BRANCH OF THE UNIVERSITY OF THE THIRD AGE
Received: On time
SIR Charles Nicholas Mander Bt FSA MA Trustee 17 January 2019
RICHTER ENSEMBLE
Received: 67 days late
DAVID HAROLD ALDRED BSC MA Trustee 17 January 2019
None on record
HEATHER MARGARET FORBES MArAd FARA Trustee 17 January 2019
FRIENDS OF GLOUCESTERSHIRE ARCHIVES CIO
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £83.56k £46.08k £58.42k £70.88k £31.43k
Total expenditure £26.03k £26.19k £37.08k £34.20k £42.57k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 18 October 2024 On Time
Accounts and TAR 31 December 2023 18 October 2024 On Time Download Open in new window
Annual return 31 December 2022 17 October 2023 On Time
Accounts and TAR 31 December 2022 17 October 2023 On Time Download Open in new window
Annual return 31 December 2021 08 October 2022 On Time
Accounts and TAR 31 December 2021 08 October 2022 On Time Download Open in new window
Annual return 31 December 2020 10 September 2021 On Time
Accounts and TAR 31 December 2020 10 September 2021 On Time Download Open in new window
Annual return 31 December 2019 23 October 2020 On Time
Accounts and TAR 31 December 2019 23 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 29 Jan 2019

Charitable objects

THE OBJECTS OF THE CIO ARE TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY OF THE HISTORIC COUNTY OF GLOUCESTERSHIRE (INCLUDING SOUTH GLOUCESTERSHIRE) AND OF THE CITY OF BRISTOL, AND TO FOSTER PUBLIC KNOWLEDGE, UNDERSTANDING AND APPRECIATION OF THE HISTORY OF GLOUCESTERSHIRE AND BRISTOL BY: (A) ADVANCING RESEARCH AND OTHER WORK IN CONNECTION WITH THE PREPARATION OF THE VICTORIA COUNTY HISTORY OF ENGLAND RELATING TO THE HISTORIC COUNTY OF GLOUCESTERSHIRE AND THE CITY OF BRISTOL; AND (B) ENCOURAGING, PROMOTING AND SUPPORTING LOCAL HISTORY RESEARCH AND WRITING IN OR ABOUT THE HISTORIC COUNTY OF GLOUCESTERSHIRE AND THE CITY OF BRISTOL, DRAWING ESPECIALLY ON THE USE OF HISTORICAL RESOURCES AND FURTHERING THE ACTIVE PARTICIPATION OF THE PUBLIC THROUGH EDUCATION AND LEARNING AND PROVIDING THE MEANS OF COMMUNICATION BETWEEN THOSE INVOLVED WITH LOCAL HISTORY. NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Area of benefit

The area the charity can operate in, as set out in its governing document.

THE HISTORIC COUNTY OF GLOUCESTERSHIRE (INCLUDING SOUTH GLOUCESTERSHIRE) AND OF THE CITY OF BRISTOL

Contact information

Address:
GLOUCESTERSHIRE ARCHIVES
COUNTY RECORD OFFICE
CLARENCE ROW
ALVIN STREET
GLOUCESTER
GL1 3DW
Phone:
01275542263
Email:
nick.kingsley@blueyonder.co.uk
Website:

www.victoriacountyhistory.ac.uk/counties/gloucestershire Open in new window