Finance Score: 2

Governance Score: 4

Support Score: 5

Strong growth: +2

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 11

INCLUSION GLOUCESTERSHIRE

To promote social inclusion for people with disabilities, to improve their health and wellbeing, and to promote the safeguarding of people with disabilities by such charitable means as the trustees determine, including:Social networksInformation and adviceHave their voices heardLive an independent lifeAccess to healthPromote equality and diversitySupporting community projects

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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	Volun- teers
31/03/23		£744	£737	£8	£0	£323	£323	5.3	61	27
31/03/22		£766	£710	£56	£0	£318	£285	4.8	55	26
31/03/21		£531	£465	£66	£0	£263	£263	6.8	37	14
31/03/20		£438	£447	£-9	n/a	n/a	n/a	n/a	n/a	12
31/03/19		£499	£463	£36	n/a	n/a	n/a	n/a	n/a	2
31/03/18	*	£397	£395	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 36%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2

Asset Split ?

Established: 7 years

www.inclusion-glos.org

viccil@inclusion-glos.org

01452 234003

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes

GiG Classification

Social & legal advocacy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Gloucestershire,

Who it helps

People With Disabilities

Who works here?

61 employees
27 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

National Lottery Community Fund	£383,075
Barnwood Trust	£56,440
Disability Action	£9,052

Specific Donations

Amount	When Months	To be used for
Barnwood Trust - Access Audits
£1,440	07/12/2022	ReciteMe accessibility software for website
Barnwood Trust - Strategic Partnerships
£40,000	22/03/2021	promote social inclusion of disabled people
Disability Action - NET Coronavirus Appeal Emergency Fund for Disabled People Organisations UK-wide
£9,052	01/11/2020	The project will use existing networks to reach disabled people and explore and address the issues affecting those disabled people in the BAME community.
Barnwood Trust - Organisational and Groups Funding
£15,000	23/06/2020	Supporting disabled people during pandemic
National Lottery Community Fund - Bigger Dreams, Better Lives, Brighter Futures
£383,075	20/03/2020 35	The funding will enable the project to deliver mentoring, advocacy and a drama project for people with disabilities and mental ill health. The project aims to support people across the range of ....more The funding will enable the project to deliver mentoring, advocacy and a drama project for people with disabilities and mental ill health. The project aims to support people across the range of disabilities and mental ill health in Gloucestershire.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 26-66

ROSIE MOCKFORD Appointed: 2022, Occupation: Trustee

REBECCA GOVAN Appointed: 2022, Occupation: Trustee

SARAH GODDARD Appointed: 2022, Occupation: Trustee

ANDREW COTTERILL Appointed: 2019, Occupation: Retired

ALISHA WALA (Chair) Appointed: 2016, Occupation: None

JOELLE KIRSTEN RUTH WOTHERSPOON Appointed: 2016, Occupation: None

JENNY HINCKS Appointed: 2019, Occupation: Retired, Other trusteeship: CIRENCESTER TEMPERANCE FUND,

KEVIN ELLIOTT Appointed: 2016, Occupation: None

PAUL STUART YEATMAN Appointed: 2017, Occupation: Chair Of County Safeguarding Board

PAUL CULLEN Appointed: 2019, Occupation: Retired

ROBERT LEWIS Appointed: 2019, Occupation: Unemployed

RICHARD AMOS Appointed: 2016, Occupation: None, Other trusteeships: THE COMMUNITY COUNCIL OF SHROPSHIRE, BARNWOOD TRUST,

Legal constitution

Charitable company registered in England & Wales on 09/02/2017, number: 1171559
Registered at Companies House on 24/04/2016, number: 10143162

Gift Aid

NOT 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

6 returns made; AR18: 15 days late,

Main office

Inclusion Gloucestershire
Railway House
Bruton Way
GLOUCESTER
GL1 1DG

Objectives

4. THE OBJECT OF THE CHARITY IS, FOR THE PUBLIC BENEFIT:(1) TO PROMOTE SOCIAL INCLUSION FOR PEOPLE WITH DISABILITIES, THEREBY PREVENTING PEOPLE WITH DISABILITIES FROM BECOMING SOCIALLY EXCLUDED; PROVIDING SUPPORT FOR PEOPLE WITH DISABILITIES WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY; AND (2) TO IMPROVE THE HEALTH AND WELLBEING OF PEOPLE WITH DISABILITIES (PRIMARILY, BUT NOT EXCLUSIVELY, TO THOSE LIVING IN, WORKING IN OR VISITING GLOUCESTERSHIRE) BY SUCH CHARITABLE MEANS AS THE DIRECTORS DETERMINE, INCLUDING: A. SUPPORTING SOCIAL NETWORKS; B. PROVIDING INFORMATION AND ADVICE; C. SUPPORTING PEOPLE WITH DISABILITIES TO SPEAK UP FOR THEMSELVES AND HAVE THEIR VOICES HEARD ON ISSUES THAT ARE IMPORTANT TO THEM; D. ASSISTING PEOPLE WITH DISABILITIES TO USE THEIR STRENGTHS AND ASSETS TO LIVE AN INDEPENDENT LIFE IN THE COMMUNITY AND TO BE INCLUDED IN THAT COMMUNITY; AND E. ESTABLISHING AND SUPPORTING A NETWORK AND ACTIVITIES THAT ASSIST WITH ACCESS TO HEALTH CARE, TRANSPORT, HOUSING, SOCIAL OPPORTUNITIES; F. WORKING TOGETHER WITH LOCAL ORGANISATIONS AND PEOPLE IN THE COMMUNITY TO PROMOTE EQUALITY AND TO RECOGNISE THE VALUE OF DIVERSITY; AND G. SUPPORTING AND/OR IMPLEMENTING COMMUNITY PROJECTS WHICH FURTHER THE OBJECTS.

Data Sources