Finance Score: -5

Governance Score: 6

Support Score: 5

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 6

THE SOLDIERS OF OXFORDSHIRE TRUST

The purpose of The Soldiers of Oxfordshire Trust is to collect, document, preserve, display and to provide greater access to the material and stories that convey the military life of Oxfordshire and its people through the museum and associated activities. By providing a home in a purpose built museum, SOFO operates a museum increasing public access to this material.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£117	£299	£-183	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£247	£265	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£206	£259	£-53	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£69	£292	£-222	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£126	£323	£-197	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£176	£328	£-152	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£163	£311	£-147	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£229	£347	£-119	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£248	£333	£-84	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£325	£193	£132	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	*	£3,324	£184	£3,140	£25	£3,140	£1,269	82.7	2	0

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Highest pay bracket: less than £60,000

Established: 13 years

www.sofo.org.uk

museumoffice@sofo.org.uk

01993810210

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

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Garfield Weston Foundation	£15,000
The Foyle Foundation	£10,000
Ministry of Defence	£5,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£15,000	25/10/2023	Soldiers of Oxfordshire 10th anniversary
The Foyle Foundation - Learning (MGS)
£10,000	10/07/2023	towards updating and expanding the education department
Ministry of Defence - Armed Forces Day at the Military Child Exhibition
£5,000	01/04/2022	Support AFD overall objectives set out by The Mod, showcasing the work of current serving, reserves and retired personnel
Oxfordshire Community Foundation - The Living Legacy of Indian Soldiers
£4,700	20/10/2017 14	Work with members of the Asian community to design three cultural days, which will be specifically aimed to engage with British Asian families as museum visitors/users.
National Lottery Heritage Fund - Grant to Soldiers of Oxfordshire Trust
£79,200	23/09/2013	Oxfordshire Remembers 1914-18

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

BRIGADIER ANTHONY DUNCAN HARKING OBE Appointed: 2024

DAVID JOHN SHOUESMITH BED MBA (Chair) Appointed: 2021

DR KINDELL PETERS Appointed: 2022

HEATHER ROSEMARY CARTER Appointed: 2021

HENRY JOHN SPILBERG BA Appointed: 2021

JAMES ANDREW SEDDON Appointed: 2023

LT COL RETD RICHARD HUGH BELBIN Appointed: 2023

LYNDA SUSAN ATKINS Appointed: 2023

MARIE-JANE BARNETT Appointed: 2013, Occupation: Company Director

MIKE MONTAGU Appointed: 2022

THOMAS GEORGE JOHNSTONE Appointed: 2022

Legal constitution

Charity registered in England & Wales on 11/01/2012, number: 1145408

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
Safeguarding vulnerable beneficiaries
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

11 returns made; AR13: 76 days late,

Main office

SOFO
Office
Harrisons Lane
WOODSTOCK
Oxfordshire
OX20 1SS

Objectives

THE NEW OBJECTS ARE AS FOLLOWS:TO PROMOTE GREATER AWARENESS AND UNDERSTANDING OF THE HISTORY OF CONFLICT AS IT HAS AFFECTED OXFORDSHIRE BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM; ANDTO EDUCATE THE PUBLIC IN THE HISTORY OF THE REGIMENTS OF OXFORDSHIRE AND THE PART PLAYED BY THE PEOPLE OF OXFORDSHIRE IN WAR AND CONFLICT IN THE UNITED KINGDOM AND IN OTHER COUNTRIES

Data Sources

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