Finance Score: 2

Governance Score: 9

Support Score: 3

Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 14

CHESHIRE COMMUNITY FOUNDATION LIMITED

The main area of our charitable activities is the distribution of grants to not-for-profit organisations based in the county of Cheshire in the local community on behalf of donors and fund holders.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been 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
31/12/23	£2,027	£2,105	£-78	£99	£9,825	£338	1.9	10	47
31/12/22	£1,919	£1,805	£114	£105	£9,183	£320	2.1	8	47
31/12/21	£1,782	£2,135	£-353	£110	£10,070	£359	2	7	76
31/12/20	£5,173	£3,132	£2,041	£99	£9,358	£331	1.3	5	62
31/12/19	£1,467	£1,579	£-112	£86	£6,965	£252	1.9	4	35
31/12/18	£1,422	£1,058	£363	£93	£6,273	£276	3.1	6	0
31/12/17	£755	£818	£-62	£61	£6,039	£316	4.6	4	0
31/12/16	£738	£672	£66	£33	£5,717	£331	5.9	3	0
31/12/15	£565	£603	£-37	£69	£5,236	£274	5.5	3	0
31/12/14	£2,637	£633	£2,004	£28	£5,217	£371	7	3	0
31/12/13	£1,075	£986	£89	£26	£3,213	£431	5.2	3	0
31/12/12	£3,118	£456	£2,662	£17	£2,647	£361	9.5	3	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 4.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 9 months
Quick Ratio: 6.6

Asset Split ?

Balance Sheet History

Established: 13 years

www.cheshirecommunityfoundation.org.uk

office@cheshirecommunityfoundation.org.uk

01606330607

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Amateur Sport
Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Recreation
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Cheshire East, Cheshire West & Chester, Warrington,

Who it helps

Other Charities Or Voluntary Bodies
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

Westminster Foundation	£40,000
Co-Operative Group	£4,469
McCarthy Stone Foundation	£750

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Enfield Health & Wellbeing Service
£1,665	21/10/2023	We would like to provide books, games and sports equipment that will be suitable for all generations. We offer a safe place for the young and old to get together.
McCarthy Stone Foundation - 2023 Winter Warm Spaces
£750	26/07/2023	Grants up to £750 to cover core costs, in particular those connected to providing warm spaces for older people to access such as fuel, utilities or increased rental fees.
Co-Operative Group - Grant to Enfield Health & Wellbeing Centre
£2,804	24/10/2020	We would like to buy equipment for our centre to make it more accessible for people of all abilities and languages.
Westminster Foundation - Covid 19 response Fund
£20,000	03/04/2020 3	Cheshire and Warrington Covid 19 Response Appeal
Westminster Foundation - Covid 19 response Fund
£20,000	03/04/2020 3	Cheshire and Warrington Covid 19 Response Appeal
National Lottery Community Fund - Cheshire and Warrington ESF Partnership Development
£18,022	03/10/2014 24	Not Available

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-74

ANDREW BUTTERS Appointed: 2019, Occupation: Retired

DAVID WOOTTON CBE Appointed: 2023

HOWARD PLATT (Chair) Appointed: 2019, Occupation: Company Director

JAKE ASHLEY ANKERS Appointed: 2022, Occupation: Investment Director And Trustee

JEANNIE FRANCE-HAYHURST Appointed: 2019, Occupation: Director Trustee Council Member

NICOLA CLARE OWEN Appointed: 2022, Occupation: Company Director

SARAH CALLANDER-BECKETT Appointed: 2017, Occupation: Business Woman

SEAN HUMPHREYS Appointed: 2019, Occupation: Operations Director Financial Services

TERRY INNS Appointed: 2019, Occupation: Company Director

ZOE SHEPPARD Appointed: 2024, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 08/09/2011, number: 1143711
Registered at Companies House on 05/08/2011, number: 07731278

Gift Aid

Registered with HMRC for Gift Aid

Event History

20/09/2019 - Asset transfer in from THE POLICE AIDED CHILDRENS RELIEF IN NEED FUND
25/03/2022 - Asset transfer in from DALE EATON TRUST
22/09/2022 - Asset transfer in from SOUP KITCHEN CHARITY
30/10/2024 - Asset transfer in from THE GRAND TRUST CIO
13/11/2024 - Asset transfer in from MBNA GENERAL FOUNDATION

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; all on time

Recent reorganisation events:

Asset transfer in from DALE EATON TRUST on 25/03/2022
Asset transfer in from SOUP KITCHEN CHARITY on 22/09/2022
Asset transfer in from THE GRAND TRUST CIO on 30/10/2024
Asset transfer in from MBNA GENERAL FOUNDATION on 13/11/2024

Main office

Cheshire Community Foundation Ltd
c/o The Challenge Academy Trust
Bridgewater High School
Broomfields Road
WARRINGTON
WA4 3AE

Objectives

3 THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:3.1 THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF CHESHIRE AND ITS IMMEDIATE NEIGHBOURHOOD; AND3.2 OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE, IN THE OPINION OF THE DIRECTORS, BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THOSE IN THE AREA OF BENEFIT

Data Sources

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