Overall GiG Score: 13 ?
Finance Score: 1
Governance Score: 0
Support Score: 12
  • Reasonable growth: +1
  • No PartB
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Mainly male board: -1
  • Large volunteers +3
  • Grant maker support: +9

COTSWOLD FRIENDS 

Cotswold Friends provides transport, carer respite and befriending services, and lunch clubs to elderly, disabled and isolated residents of the Cotswolds.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • 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 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
Established: 19 years

www.cotswoldfriends.org

info@cotswoldfriends.org

01608651415

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£350£374£-24n/an/an/an/an/a340
31/03/22£335£371£-36n/an/an/an/an/a300
31/03/21£360£317£43n/an/an/an/an/a320
31/03/20£277£273£4n/an/an/an/an/a372
31/03/19£273£270£3n/an/an/an/an/a264
31/03/18£283£269£14£0£0£0n/a00
31/03/17£222£258£-36£0£0£0n/a00
31/03/16£206£200£6£0£0£0n/a00
31/03/15£172£173£-1£0£0£0n/a00
31/03/14£124£122£2£0£0£0n/a00
31/03/13£54£73£-19£0£0£0n/a00
31/03/12£50£58£-8£0£0£0n/a00
31/03/11£50£68£-18£0£0£0n/a00
31/03/10£57£60£-3£0£0£0n/a00
31/03/09£57£59£-2£0£0£0n/a00
31/03/08£89£51£39£0£0£0n/a00
31/03/07£63£59£4£0£0£0n/a00
31/03/06£66£66£0£0£0£0n/a00

Highest pay bracket: less than £60,000
What it does
  • Disability
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 340 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Gloucestershire,

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£141,259
Henry Smith Charity£75,000
Barnwood Trust£45,000
Garfield Weston Foundation£25,000
Dulverton Trust£21,222
Masonic Trust£15,000
CAF£10,000
Wates Foundation£10,000
Specific Donations
Amount When
Months
To be used for
Dulverton Trust - Core funding
£5,000 07/02/2024
Core funding
Dulverton Trust - Core Funding
£5,000 08/02/2023
Core Funding
Dulverton Trust - #iwill Intergenerational Service
£9,222 19/10/2022
#iwill Intergenerational Service
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£25,000 24/06/2022
Cotswold Friends Person Centred Care
National Lottery Community Fund - Post Covid Community Engagement
£10,000 10/06/2022
The funding will be used towards staff and print materials which will enable them to re-launch their services post covid which include their community transport scheme activities and befriending ....more
Barnwood Trust - Gloucestershire Funders (Organisational & Group Funding)
£15,000 09/06/2022
Community activities
Dulverton Trust - Ageing Well Programme
£1,000 09/02/2022
Ageing Well Programme
Co-Operative Group - Grant to Cotswold Friends
£4,703 23/10/2021
We aim to continue bringing community activities to isolated older people, to keep them active, purposeful, and connected through lunch clubs, walking sports, crafts, sewing, singing, and more.
Barnwood Trust - Organisational and Groups Funding
£20,000 17/08/2021
Community transport expansion
Sir Jules Thorn Charitable Trust - Cotswold Friends - 05/05/21
£1,250 21/05/2021
Core Funding
Henry Smith Charity - Grant to Cotswold Friends
£75,000 06/05/2021
36
towards three years' running costs of a project providing support services for carers in the North of the Cotswolds, Gloucestershire.
Dulverton Trust - Cotswold Friends Winter Support programme
£1,000 10/02/2021
Cotswold Friends Winter Support programme
DCMS - VSCE CMC Fund
£5,000 02/10/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
Charles Hayward Foundation - Grant to Cotswold Friends
£4,000 18/09/2020
Befriending Service
The Clothworkers Foundation - Grant to Cotswold Friends
£5,000 15/06/2020
COVID19 : Purchase IT equipment for a charity that works to reduce loneliness and isolation of older people in Gloucestershire
CAF - Grant to Cotswold Friends
£10,000 05/06/2020
3
Grant to Cotswold Friends to support the organisation through COVID19
Wates Foundation - Cotswold Friends
£10,000 20/05/2020
Funding towardsthe Community Transport Service.
Barnwood Trust - Organisational and Groups Funding
£10,000 21/04/2020
Transport, befriending, respite and activities
The Grocers' Charity - 2020 Cotswold Friends
£5,000 18/03/2020
Working towards ending loneliness in old age
Masonic Trust - MCF Small Grant
£15,000 10/02/2020
Unrestricted core funding for small charities
National Lottery Community Fund - Cotswold Friends Sustainability Planning
£131,259 28/08/2019
48
Cotswold Friends Sustainability Planning
Garfield Weston Foundation - WAF award
£34,000 05/10/2018
New wheelchair, and multi passenger, transport vehicle for the Community Transport Service
National Lottery Community Fund - Carer Respite
£10,000 06/07/2018
12
The funding will be used to deliver activities that will focus on supporting carers of older people. The project aims to improve mental and physical wellbeing.
Dulverton Trust - Carer Respite Befriending Service
£2,500 23/03/2018
Carer Respite Befriending Service
Henry Smith Charity - Grant to Cotswold Friends
£20,000 07/09/2017
24
towards two years' running costs of a project providing support to carers in the Cotswolds
Garfield Weston Foundation - Main Grants award
£7,500 06/07/2017
Community Activity Programme
The Clothworkers Foundation - Grant to Cotswold Friends
£9,900 02/02/2017
purchase of IT equipment for a charity which works with older people in Gloucestershire
National Lottery Community Fund - Cotswold Befrienders
£493,373 02/07/2013
72
This is a continuation and expansion of an existing project delivered by Cotswold Volunteers North (CVN). A new alliance of three voluntary services across the Cotswold District, the project will ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 64-81
Legal constitution
  • Charitable company registered in England & Wales on 12/11/2004, number: 1106748
  • Registered at Companies House on 16/07/2004, number: 05182191
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
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
  • 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
18 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from NORTH COTSWOLDS DISABLED CLUB on 11/03/2022
  • Asset transfer in from STOW DISABILITY ASSOCIATION on 11/04/2023
Main office

Cotswold Friends
Moreton Area Centre
High Street
MORETON-IN-MARSH
GL56 0AZ

Objectives

A) TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY THROUGHOUT THE COTSWOLDS AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS; ANDB) TO PROVIDE A CENTRE FOR THE RECRUITMENT, GUIDANCE AND DEPLOYMENT OF VOLUNTEERS TO ACHIEVE THE ABOVE PURPOSES.

Defined Area of Benefit:

GLOUCESTERSHIRE

Data Sources

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

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