GLOUCESTER HISTORY TRUST
The key activities are:1 organising events, festivals and workshops in and around Gloucester with a focus on the development of the Gloucester History Festival.2 arranging events, exhibitions, lectures, talks and educational materials for the public benefit in Gloucester and the surrounding areas.
Objects
TO ADVANCE THE ARTS, HERITAGE AND CULTURE FOR THE PUBLIC BENEFIT BY ORGANISING EVENTS, FESTIVALS AND WORKSHOPS IN AND AROUND GLOUCESTER WITH A PARTICULAR FOCUS ON THE DEVELOPMENT OF GLOUCESTER HISTORY FESTIVAL.TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT IN GLOUCESTER AND THE SURROUNDING AREAS INCLUDING BUT WITHOUT LIMITATION BY PROVIDING LECTURES AND TALKS; STAGING EXHIBITIONS AND EVENTS AND PREPARING AND DISTRIBUTING EDUCATIONAL MATERIALS.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves dipped to £47,930, which the trustees describe as 'about as low as we would want' against a policy target of one year's operating costs (£50,000). The charity reported a net expenditure for the year, noting that expenditure outgrew revenue due to a 50% increase in venue costs.
What the accounts disclose
“The Trustee policy is to build a reserves balance equivalent to one years' operating costs which amount to £50,000.” — page 5
“Trustee Gareth Swain is Managing Director of The History Press. Sponsorship monies were received from The History Press during the period in respect of The Gloucester History Festival amounting to £1,000 (2024: £nil). There was no amount outstanding at the year end.” — page 16
“During the year under review Trustee Andrew Pitt donated an amount of £40,000 (2024: £40,000) to the charity.” — page 16
“Trustee Gareth Swain is Managing Director of The History Press. Sponsorship monies were received from The History Press during the period in respect of The Gloucester History Festival amounting to £1,000 (2024: £nil). There was no amount outstanding at the year end.” — page 16
“During the year under review Trustee Andrew Pitt donated an amount of £40,000 (2024: £40,000) to the charity.” — page 16
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Volunteer management
Funders the charity credits
- Arts Council
- Culture Recovery Fund
- Richmond Villages
- Winstone Trust
- The Oldham Foundation
- Noble Caledonia
- The Honourable Company of Gloucestershire’s Trust
- Ecclesiastical
- History Press
- Heritage Hub
- Cass Stephens
- Davies and Partners
Trustees
- Andrew Neil Pittchair
- Gareth Swain
- Helen Bartlett
- JOHN ANTHONY LOVELL
- PHILLIP ANTHONY MOSS
- Vernon Harwood
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £218k | £218k |
| 31/03/2024 | £208k | £217k |
| 31/03/2023 | £66k | £47k |
| 31/03/2022 | £123k | £140k |
| 31/03/2021 | £129k | £150k |
Common questions
Is GLOUCESTER HISTORY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves dipped to £47,930, which the trustees describe as 'about as low as we would want' against a policy target of one year's operating costs (£50,000). The charity reported a net expenditure for the year, noting that expenditure outgrew revenue due to a 50% increase in venue costs. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 08/03/2021 | £4k | CRF21 Gloucester History Trust |
| UK government | 08/03/2021 | £37k | CRF21 Gloucester History Trust |
| UK government | 08/03/2021 | £13k | CRF21 Gloucester History Trust |
| UK government | 14/10/2020 | £25k | CRF20 Gloucester History Trust |
| UK government | 01/04/2020 | £41k | ALB-Historic England-Gloucester Looking Up (Covid-10 Emergency Response) |
Funders of similar charities
Charities like this
- GLOUCESTER CULTURE TRUST
- GLOUCESTER CIVIC TRUST LIMITED
- THE GLOUCESTERSHIRE SOCIETY
- TRINITY BAPTIST CHURCH GLOUCESTER
- GLOUCESTERSHIRE HISTORIC CHURCHES TRUST
- THE FRIENDS OF GLOUCESTER CATHEDRAL CIO
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| GLOUCESTER HISTORY TRUST | £218k | — | 0 | unclear | — | no doubt |
| GLOUCESTER CULTURE TRUST | £502k | — | 0 | unclear | — | no doubt |
| GLOUCESTER CIVIC TRUST LIMITED | £228k | — | 0 | above | — | no doubt |
| THE GLOUCESTERSHIRE SOCIETY | £160k | — | 0 | unclear | — | no doubt |
| TRINITY BAPTIST CHURCH GLOUCESTER | £212k | — | 0 | unclear | — | no doubt |
| GLOUCESTERSHIRE HISTORIC CHURCHES TRUST | £266k | — | 0 | unclear | — | no doubt |