Finance Score: -1

Governance Score: 9

Support Score: 5

Volatile income
spending growth: -1

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 13

COUNTY OF GLOUCESTERSHIRE COMMUNITY FOUNDATION

The Foundation's objectives, as defined in the Memorandum and Articles of Association, are the promotion of any exclusively charitable purpose in the United Kingdom and elsewhere which is in the opinion of the Council beneficial to the community but with a preference for the community in Gloucestershire.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Income has been volatile recently but spending has been maintained

Established: 34 years

www.gloucestershirecf.org.uk

ceo@gloucestershirecf.org.uk

07557478855

Charity Commission for England and Wales

Tweets

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
31/12/22		£559	£734	£-175	£155	£7,251	£99	1.6	3
31/12/21		£470	£985	£-515	n/a	n/a	n/a	n/a	n/a
31/12/20		£1,717	£1,382	£335	£117	£7,902	£115	1	2
31/12/19		£291	£466	£-174	n/a	n/a	n/a	n/a	n/a
31/12/18		£353	£550	£-198	£0	£0	£0	n/a	0
31/12/17		£723	£439	£284	£50	£7,363	£76	2.1	1
31/12/16		£610	£444	£166	£57	£6,660	£74	2	1
31/12/15		£506	£402	£105	£59	£5,808	£76	2.3	1
31/12/14		£337	£445	£-108	£0	£0	£0	n/a	0
31/12/13		£411	£507	£-96	£0	£0	£0	n/a	0
31/12/12		£517	£541	£-24	£70	£4,999	£149	3.3	2
31/12/11		£504	£643	£-139	£69	£4,270	£111	2.1	2
31/12/10		£1,264	£668	£595	£54	£4,612	£113	2	2
31/12/09		£1,258	£665	£593	£27	£3,723	£108	1.9	2
31/12/08		£794	£641	£154	£33	£2,813	£114	2.1	2
31/12/07		£815	£759	£55	£24	£2,931	£84	1.3	3
31/12/06		£771	£657	£114	£0	£0	£0	n/a	0
31/12/05	*	£1,038	£548	£490	£0	£0	£0	n/a	0
31/12/04		£915	£526	£389	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.8

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

3 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.

Major supporters in last 5 years

Thirty Percy Foundation	£100,000
CHK Foundation	£55,000
Quartet Community Foundation	£3,137

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Gloucestershire Community Foundation
£910	18/05/2023	Regional proportion of Bristol & West ‘97 Endowment Fund
CHK Foundation - CHK Emergency /Disaster Grant
£10,000	31/01/2023	to support specified work
CHK Foundation - CHK Emergency /Disaster Grant
£20,000	09/11/2022	to support specified work
Quartet Community Foundation - Grant to Gloucestershire Community Foundation
£993	29/04/2022	Regional proportion of Bristol & West ‘97 Endowment Fund
Quartet Community Foundation - Grant to Gloucestershire Community Foundation
£1,234	26/05/2021	Regional proportion of Bristol & West ‘97 Endowment Fund
Thirty Percy Foundation - Grant to Gloucestershire Community Foundation
£100,000	20/04/2020	Funding towards the Covid Emergency Response Fund
CHK Foundation - CHK Emergency /Disaster Grant
£25,000	08/04/2020	to support the Gloucestershire Coronavirus Emergency Response Fund.

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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: 25-73

CHARLIE SHARP (Chair) Appointed: 2021, Occupation: Doctor

ESME ESTELLA LORD Appointed: 2021, Occupation: Charity - Hospitality

JONATHAN JAMES STEWART DUNLEY Appointed: 2016, Occupation: Accountant

RICHARD INGLE MR Appointed: 2020

TRACY CLARK Appointed: 2018, Occupation: Ceo

JAMES TABOR Appointed: 2016, Occupation: Qc, Other trusteeships: Young Gloucestershire Limited, THE NELSON TRUST,

ROSINA JANE TUFNELL Appointed: 2021, Occupation: Company Director, Other trusteeships: CALMSDEN POOR DOWNS ALLOTMENT, THE CARLIE TUFNELL CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 29/11/1989, number: 900239
Registered at Companies House on 06/09/1989, number: 02420411

Gift Aid

Registered with HMRC for Gift Aid

Event History

14/11/2012 - Asset transfer in from EDITH FOSTER AND MARY PLAYNE FUND
19/11/2020 - Asset transfer in from CARERS GLOUCESTERSHIRE

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR05: 23 days late,

Recent reorganisation events:

Asset transfer in from CARERS GLOUCESTERSHIRE on 19/11/2020

Main office

c/o
The Manor
Boddington
Cheltenhen
Gloucestershire
GL51 0TJ

Objectives

THE PROMOTION OF ANY EXCLUSIVELY CHARITABLE PURPOSE IN THE UNITED KINGDOM AND ELSEWHERE WHICH IS IN THE OPINION OF THE COUNCIL BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THE COMMUNITY IN GLOUCESTERSHIRE.

Defined Area of Benefit:

GLOUCESTERSHIRE

Data Sources