Finance Score: 5

Governance Score: 8

Support Score: 2

Strong growth: +2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 15

SOMERSET COMMUNITY FOUNDATION

Somerset Community Foundation is a charity that helps passionate people in Somerset change the world on their doorstep by funding local charities and inspiring local giving and philanthropy.

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
Fundraising costs are unusually low relative to funds raised
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

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	£5,781	£5,773	£8	£164	£14,154	£784	1.6	14	0
31/03/22	£4,806	£2,657	£2,149	£144	£14,242	£726	3.3	14	5
31/03/21	£4,125	£4,340	£-215	£144	£10,786	£362	1	12	1
31/03/20	£3,725	£2,726	£1,000	£154	£9,730	£444	2	8	15
31/03/19	£3,022	£2,797	£225	£118	£8,858	£283	1.2	8	7
31/03/18	£1,878	£1,253	£625	£99	£8,265	£296	2.8	6	0
31/03/17	£964	£1,044	£-80	£99	£7,215	£318	3.7	5	0
31/03/16	£1,115	£1,075	£40	£100	£6,411	£311	3.5	6	0
31/03/15	£2,285	£1,675	£610	£157	£6,261	£201	1.4	6	0
31/03/14	£1,605	£873	£733	£169	£5,016	£183	2.5	5	0
31/03/13	£877	£661	£217	£86	£3,729	£181	3.3	3	0
31/03/12	£633	£641	£-8	£96	£3,215	£172	3.2	3	0
31/03/11	£1,636	£571	£1,065	£103	£2,707	£155	3.3	3	0
31/03/10	£1,285	£567	£718	£146	£1,579	£141	3	3	0
31/03/09	£820	£470	£350	£126	£788	£72	1.8	5	0
31/03/08	£690	£538	£151	£75	£473	£90	2	4	0
31/03/07	£803	£569	£234	£76	£349	£67	1.4	4	0
31/03/06	£560	£568	£-8	£0	£0	£0	n/a	0	0
31/03/05	£470	£388	£81	£0	£0	£0	n/a	0	0
31/03/04	£448	£424	£24	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.5%
Fundraising Costs/Total Spending: 3.3%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 16%
Liabilities/Income: 45%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: 14 months
Quick Ratio: 4.4

Asset Split ?

Established: 22 years

www.somersetcf.org.uk

info@somersetcf.org.uk

01749344949

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

14 employees

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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Somerset Community Foundation
£2,190	18/05/2023	Regional proportion of Bristol & West ‘97 Endowment Fund
Quartet Community Foundation - Grant to Somerset Community Foundation
£2,391	29/04/2022	Regional proportion of Bristol & West ‘97 Endowment Fund
Quartet Community Foundation - Grant to Somerset Community Foundation
£2,969	26/05/2021	Regional proportion of Bristol & West ‘97 Endowment Fund

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

Age Range of Trustees: 26-73

ANGELA KERR Appointed: 2022, Occupation: Charity Worker

CHRIS BISHOP Appointed: 2016, Occupation: Chartered Public Finance Accountant

GILES WOOD Appointed: 2021, Occupation: Investment Management

HELEN GULVIN Appointed: 2021, Occupation: Retired

JOHN MACDONALD LYON CB Appointed: 2016

KEVIN WHITMARSH Appointed: 2021

KOKILA LANE Appointed: 2021, Occupation: Therapist

LOUISA RAYBOULD Appointed: 2023, Occupation: Non-Executive

DAVID MICHAEL JOHN TAYLOR Appointed: 2018, Occupation: Retired

LUCILLA NELSON Appointed: 2017, Occupation: Horse Breeder, Other trusteeship: FROME MARKET HEALTH HUB,

THE HONOURABLE MICHAEL SAMUEL MBE Appointed: 2022, Other trusteeship: HELPFORCE COMMUNITY,

BRUCE MCINTOSH Appointed: 2018, Occupation: Business Development Manager, Other trusteeship: DUNSTER FESTIVAL,

LADY AMANDA ELLINGWORTH Appointed: 2024, Occupation: Company Director, Other trusteeship: SIR ERNEST CASSEL EDUCATIONAL TRUST,

MICHELLE CLARE FERRIS Appointed: 2019, Occupation: Accountant, Other trusteeship: REFUGEE AID FROM TAUNTON,

TIMOTHY JOHN WALKER Appointed: 2015, Occupation: Solicitor, Other trusteeships: THE BAPTIST UNION CORPORATION LIMITED, THE ALBEMARLE LIMITED, RETIRED BAPTIST MINISTERS HOUSING ORGANISATION, RBMHO TRUST CORPORATION LIMITED,

Legal constitution

Charitable company registered in England & Wales on 31/10/2002, number: 1094446
Registered at Companies House on 10/09/2002, number: 04530979

Gift Aid

Registered with HMRC for Gift Aid

Event History

17/05/2013 - Asset transfer in from NORAH COOKE HURLE TRUST FOR THE BENEFIT OF SOMERSET NURSES
26/06/2015 - Asset transfer in from THE ASTRONOMY EXPERIENCE
25/01/2016 - Asset transfer in from WEST SOMERSET YOUTH TRUST
02/02/2017 - Asset transfer in from BENCHMARK
12/10/2017 - Asset transfer in from WEST SOMERSET ARTS CONSORTIUM
03/07/2018 - Asset transfer in from THE CHEEKE AND STODGELL EDUCATIONAL FOUNDATION
24/01/2020 - Asset transfer in from DYKE EXHIBITION FOUNDATION
22/03/2021 - Asset transfer in from HORSESHOES AND HANDPRINTS
21/12/2022 - Asset transfer in from JOHN NOWES EXHIBITION 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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

YEOMAN HOUSE
THE BATH & WEST SHOWGROUND
SHEPTON MALLET
BA4 6QN

Objectives

1. THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE AREA SERVED BY SOMERSET COUNTY COUNCIL ON THE DATE OF INCORPORATION OF THE COMPANY AND IN PARTICULAR THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION.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.

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE WITH A PREFERENCE FOR THOSE IN THE AREA SERVED BY SOMERSET COUNTY COUNCIL ON THE DATE OF INCORPORATION

Data Sources