Finance Score: -4

Governance Score: -6

Support Score: 0

Reasonable growth: +1
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
Very static board: -5

No supporters identified

Overall GiG Score: -10

THE COTSWOLD PRIMROSE CHARITABLE TRUST

The Trustees operate a general grant giving policy, providing funds predominantly to charities whose fields of operation focus on allowing individuals access to education, training, work and sports and physical activities within the UK only. Applications to the Charity for donations will only be considered if received in writing.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be very static

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23	*	£20	£73	£-53	n/a	n/a	n/a	n/a	n/a
05/04/22		£8	£59	£-51	n/a	n/a	n/a	n/a	n/a
05/04/21		£2	£59	£-57	n/a	n/a	n/a	n/a	n/a
05/04/20		£38	£87	£-48	n/a	n/a	n/a	n/a	n/a
05/04/19		£342	£51	£291	n/a	n/a	n/a	n/a	n/a
05/04/18		£0	£35	£-35	£0	£0	£0	n/a	0
05/04/17		£13	£34	£-21	£0	£0	£0	n/a	0
05/04/16		£153	£10	£143	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 9 years

01285 851487

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

KATE GREGG Appointed: 2016

PAUL KEITH STYLES BSC Appointed: 2015

SARAH IVES Appointed: 2016

VIVIEN STYLES (Chair) Appointed: 2015

Legal constitution

Charity registered in England & Wales on 18/06/2015, number: 1162291

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

8 returns made; AR23: 27 days late,

Main office

Gillhayes
Ampney Crucis
CIRENCESTER
Gloucestershire
GL7 5RU

Objectives

TO PAY OR APPLY OR CAUSE TO BE PAID OR APPLIED THE CAPITAL AND INCOME OF THE TRUST TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY DETERMINE.

Data Sources