Finance Score: -1

Governance Score: 8

Support Score: 4

Reasonable growth: +1
Deficit latest year: -2

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

Overall weighted support: +4

Overall GiG Score: 11

THE COMMUNITY FOUNDATION FOR WILTSHIRE & SWINDON

The objects of The Community Foundation are the promotion of any charitable purposes for the community in the County of Wiltshire and the Borough of Swindon and its immediate neighbourhood ("the area of benefit"), and other exclusively charitable purposes in the United Kingdom which are in the opinion of the Trustees beneficial to the community with a preference for those in the area of benefit.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 9.5% of total funds
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 14 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,948	£2,707	£-758	£66	£28,347	£70	0.3	11	43
31/03/22		£2,248	£2,341	£-93	£54	£29,845	£56	0.3	10	43
31/03/21		£2,933	£2,761	£172	£51	£28,348	£63	0.3	10	48
31/03/20		£1,946	£1,861	£85	£232	£23,004	£52	0.3	10	53
31/03/19		£1,250	£1,646	£-396	£274	£24,635	£90	0.7	9	56
31/03/18		£1,567	£1,622	£-55	£226	£22,601	£78	0.6	10	0
31/03/17		£1,517	£1,813	£-296	£210	£21,312	£74	0.5	10	0
31/03/16		£1,404	£1,555	£-151	£189	£18,760	£148	1.1	8	0
31/03/15		£1,058	£1,267	£-209	£169	£19,791	£156	1.5	8	0
31/03/14		£1,157	£1,332	£-176	£164	£17,355	£234	2.1	8	0
31/03/13		£6,753	£1,436	£5,317	£134	£16,400	£123	1	9	0
31/03/12		£2,451	£865	£1,586	£82	£9,966	£108	1.5	7	0
31/03/11		£1,579	£974	£605	£60	£8,464	£122	1.5	5	0
31/03/10		£1,243	£1,271	£-27	£62	£7,678	£153	1.4	7	0
31/03/09	*	£8,787	£1,017	£7,770	£69	£6,416	£332	3.9	8	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 54%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.7

Asset Split ?

Balance Sheet History

Established: 17 years

www.wiltshirecf.org.uk

info@wiltshirecf.org.uk

01380729284

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

General Community services

How it operates

Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

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 supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

J J Charitable Trust	£10,000
Somerset Community Foundation	£6,600
Quartet Community Foundation	£3,682

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Wiltshire Community Foundation
£1,068	18/05/2023	Regional proportion of Bristol & West ‘97 Endowment Fund
Somerset Community Foundation - The Old Mill Fund
£3,300	02/12/2022	The Old Mill Fund
Somerset Community Foundation - The Old Mill Fund
£3,300	21/06/2022	The Old Mill Fund
Quartet Community Foundation - Grant to Wiltshire Community Foundation
£1,166	29/04/2022	Regional proportion of Bristol & West ‘97 Endowment Fund
Quartet Community Foundation - Grant to Wiltshire Community Foundation
£1,448	26/05/2021	Regional proportion of Bristol & West ‘97 Endowment Fund
J J Charitable Trust - Coronavirus-19 Response Fund
£10,000	22/05/2020	Coronavirus-19 Response Fund
DCMS - Building Connections Fund
£18,523	02/01/2019	Expansion project based in Wiltshire and Swindon, which will bring together small grassroots community organisations and local to people to work on a project which will heighten awareness and understanding of loneliness. Strong sustainability plans ....more Expansion project based in Wiltshire and Swindon, which will bring together small grassroots community organisations and local to people to work on a project which will heighten awareness and understanding of loneliness. Strong sustainability plans are in place with impact being sustained once funding has need and ensuring that information has been shared collectively.
National Lottery Community Fund - Wiltshire Loneliness Uncovered
£23,575	26/11/2018 24	Wiltshire Loneliness Uncovered

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 32-79

ANGUS STUART MACPHERSON Appointed: 2019, Occupation: Police & Crime Commissioner

DAVID ANTHONY WRAY Appointed: 2019, Occupation: Ceo Voluntary Sector

DAMIEN HAASJES Appointed: 2023, Occupation: Vcs Manager

DAVID JOHN COOMBS Appointed: 2022, Occupation: Director

DENIS RICHARD TWOMEY Appointed: 2023, Occupation: Project Manager

ELIZABETH WEBBE Appointed: 2022, Occupation: None

JUNAB ALI Appointed: 2020, Occupation: Company Director

LISA ELAINE LEWIS Appointed: 2019, Occupation: Chief Executive

MARK BARNETT Appointed: 2021, Occupation: Retired

OLIVER JONES-DAVIES Appointed: 2019, Occupation: Director Client Investments

SAMANTHA JANE O'SULLIVAN Appointed: 2019, Occupation: Solicitor

SIR CHARLES HOBHOUSE BT. Appointed: 2023

STEVE WALL Appointed: 2015, Occupation: Head Of Business Performance Management

SUSAN WEBBER Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 07/03/2008, number: 1123126
Registered at Companies House on 14/02/2008, number: 06504318

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: ALFRED ERNEST WITHY'S TRUST FUND
Linked charity: WILLIAM (DOC) COUCH TRUST
Linked charity: THE SHUKER EDUCATIONAL FUND
Linked charity: THE SHUKER EDUCATIONAL FUND
11/07/2012 - Asset transfer in from WARMINSTER CLOSE SCHOOL FUND
26/07/2012 - Asset transfer in from THE CORSHAM BRITISH SCHOOL TRUST
08/01/2013 - Asset transfer in from THE PEANUTS TRUST
29/05/2013 - Asset transfer in from THE SHUKER EDUCATIONAL FUND
29/05/2013 - Asset transfer in from WILTSHIRE & SWINDON COMMUNITY FOUNDATION
04/10/2013 - Asset transfer in from THOMAS BENET
30/01/2017 - Asset transfer in from THOMAS CHARITABLE TRUST
17/02/2017 - Asset transfer in from THE CALNE SPORTS CENTRE TRUST
03/07/2018 - Asset transfer in from THE FRANCIS WILSON TRUST
13/03/2019 - Asset transfer in from THE TONY LONG TRUST
17/09/2019 - Asset transfer in from DOCTOR C S KINGSTON FUND
10/03/2020 - Asset transfer in from MADAM ALEXANDER'S WHEEL CHAIR CHARITY
10/03/2020 - Asset transfer in from MADAM ALEXANDER'S GIFT
11/03/2020 - Asset transfer in from PICKWICK EDUCATIONAL FOUNDATION
22/05/2023 - Asset transfer in from THE DOREEN KING FOUNDATION
08/03/2024 - Asset transfer in from THE OLD DAUNTSEIANS' ASSOCIATION WELFARE FUND
10/09/2024 - Asset transfer in from THE ROTARY CLUB OF CALNE TRUST FUND

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR09: 28 days late,

Main office

The Community Foundation
Sandcliff House
21 Northgate Street
DEVIZES
Wiltshire
SN10 1JT

Objectives

I) THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE COMMUNITY IN THE COUNTY OF WILTSHIRE AND THE BOROUGH OF SWINDON AND ITS IMMEDIATE NEIGHBOURHOOD (THE AREA OF BENEFIT), AND (II) OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THOSE IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THE COUNTY OF WILTSHIRE AND THE BOROUGH OF SWINDON.

Data Sources

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