Finance Score: 0

Governance Score: 0

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 0

WORCESTERSHIRE COMMUNITY FOUNDATION LIMITED

Worcestershire Community Foundation is an independent, locally managed charitable trust which raises funds and distributes funding to local voluntary and community groups in the County of Worcestershire

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/22		£280	£745	£-465	n/a	n/a	n/a	n/a	n/a
30/09/21		£1,103	£706	£397	£0	£2,344	£190	3.2	1
30/09/20		£184	£237	£-53	n/a	n/a	n/a	n/a	n/a
30/09/19		£125	£118	£8	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£126	£186	£-60	£0	£0	£0	n/a	0
30/09/17	*	£123	£80	£43	£0	£0	£0	n/a	0
30/09/16	*	£222	£109	£113	£0	£0	£0	n/a	0
30/09/15		£40	£28	£12	£0	£0	£0	n/a	0
30/09/14		£33	£34	£0	£0	£0	£0	n/a	0
30/09/13		£109	£106	£3	£0	£0	£0	n/a	0
30/09/12		£55	£55	£-1	£0	£0	£0	n/a	0
30/09/11		£122	£40	£82	£0	£0	£0	n/a	0
30/09/10		£143	£78	£66	£0	£0	£0	n/a	0
30/09/09		£117	£42	£75	£0	£0	£0	n/a	0
30/09/08		£46	£32	£15	£0	£0	£0	n/a	0
30/09/07		£48	£8	£40	£0	£0	£0	n/a	0
30/09/06		£16	£18	£-2	£0	£0	£0	n/a	0
30/09/05		£0	£0	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

www.worcscf.org.uk

lucy.wells@worcscf.org.uk

07909 111812

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities

Where it operates

Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

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
Masonic Trust - MCF Matched Funding
£2,500	23/09/2020	Unrestricted matched funding in partnership with the local masonic province

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-71

EDWARD NICOLAS LLOYD Appointed: 2020, Occupation: Director

KATHLEEN LEATHER Appointed: 2020, Occupation: Director

OLIVER CARPENTER Appointed: 2023, Occupation: Musician

TIM VENNER Appointed: 2023

DAVID SHAW (Chair) Appointed: 2015, Occupation: Company Director

JONATHAN CHENEVIX-TRENCH Appointed: 2021, Occupation: Director, Other trusteeship: J. EDWARD CONWAY FUND,

MARK JACKSON OBE Appointed: 2021, Other trusteeships: MERCIAN REGIMENT MUSEUM (WORCESTERSHIRE), THE MERCIAN REGIMENT BENEVOLENT CHARITY, THE MERCIAN REGIMENTAL CHARITY,

MARK JAMES YATES Appointed: 2016, Occupation: Director

NICK WENTWORTH STANLEY Appointed: 2015, Occupation: Company Director

TAMAR THOMPSON Appointed: 2013, Occupation: Director, Other trusteeship: MALVERN THEATRES TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 24/02/2004, number: 1102266
Registered at Companies House on 25/06/2003, number: 04809926

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR18: 80 days late, AR17: 20 days late, AR16: 7 days late,

Main office

Kingsway House
40 Foregate Street
WORCESTER
WR1 1EE

Objectives

3.1 THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF WORCESTERSHIRE AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS.3.2 OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY INCLUDING THOSE IN THE AREA OF BENEFIT

Defined Area of Benefit:

WORCESTERSHIRE

Data Sources