Finance Score: -1
Governance Score: 5
Support Score: 3
  • Excess reserves: -4
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Grant maker support: +3
Overall GiG Score: 7 ?

THE GLOUCESTER CHARITIES TRUST 

The Charity provides sheltered flats for older people in Gloucestershire as well as a Residential Home and Nursing Home. The Charity also offers day care services for those living with dementia in the wider community as well as a weekly social club.The Trust also administers a "Relief in Need" grant making branch of the charity and the former Gloucester District Nursing Charity.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £18,175,923 available, equivalent to 44 months of spending and so may not be able to utilise additional funding

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
30/09/22£4,654£4,954£-300£0£21,413£18,176441233
30/09/21£4,719£4,467£252£0£21,924£18,54649.81210
30/09/20£4,722£4,361£361£0£19,079£15,87143.71300
30/09/19£4,730£4,386£344£0£18,132£14,93040.91245
30/09/18£4,436£4,215£221£0£17,627£14,54841.41213
30/09/17£4,570£3,945£624£0£17,150£14,19143.21210
30/09/16£4,159£3,759£400£0£16,069£13,21842.21190
30/09/15£3,791£3,695£96£11£15,058£12,302401210
30/09/14£3,908£3,757£150£11£14,821£12,09438.61200
30/09/13*£3,772£3,655£117£11£11,176£6,57521.61290
30/09/12£3,537£3,544£-7£11£10,602£8,11327.51310
30/09/11£3,338£3,230£108£11£9,573£7,19626.71190
30/09/10£3,161£2,875£286£11£9,580£7,177301160
30/09/09£3,085£2,818£268£15£9,092£6,75528.81040
30/09/08£2,981£2,821£160£11£7,665£6,72828.61000
30/09/07£2,585£2,766£-180£0£7,109£4,70920.4990
30/09/06£2,480£2,611£-131£0£0£0n/a00
30/09/05£2,415£2,344£71£0£0£0n/a00
30/09/04£2,326£1,973£353£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 11%
Liabilities/Income: 54%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 44 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2
Asset Split ?
Established: 53 years

www.gloucestercharitiestrust.co.uk

info@gloschar.org.uk

01452500429

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Financial support to the poor
How it operates
  • Makes Grants to Individuals
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Gloucestershire,
Who it helps
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • 123 employees
  • 3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Legal constitution
  • Charity registered in England & Wales on 02/02/1971, number: 205177
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
  • Homes England
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR13: 15 days late,
Main office

Montpellier House
Montpellier
GLOUCESTER
GL1 1LF

Objectives

SEE INDIVIDUAL CONSTITUENTS.

Defined Area of Benefit:

CITY OF GLOUCESTER.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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