Annual Accounts

We monitor and report on our grant giving and fund management.

Gloucestershire Community Foundation's endowment currently stands at c.£6 million. Our portfolio is split between three fund managers (Ruffer, Rathbones and CCLA) who invest in a variety of financial instruments in order to obtain a mix of capital growth and income.

The mandate set by the Trustees for the fund managers is RPI+4%. With volatile stock markets the fund value varies quarterly but taking a 3-5 year view the mandate has been achieved consistently.

Gloucestershire Community Foundation has a Service Level Agreement with Quartet Community Foundation, who provide Grants, Finance, Operational and strategic services ensuring that our administrative costs are kept to a minimum.

Our accounts are audited annually by Cheltenham based accountants Randall & Payne LLP, copies of our most recent Trustee report and accounts can be downloaded as follows:

Latest

Gloucestershire Coronavirus Emergency Response Fund Launched

With an incredibly generous start to our Gloucestershire Coronavirus Emergency Appeal, we are now able to open applications for emergency funding.
Gloucestershire Coronavirus Emergency Response Fund

With an incredibly generous start to our Gloucestershire Coronavirus Emergency Appeal, we are now able to open applications for emergency funding.
Gloucestershire Coronavirus Emergency Appeal Radio Interview

Our CEO Talitha Nelson talked to Mark Smith about the impact of coronavirus on charities and community groups across Gloucestershire.
Gloucestershire Coronavirus Emergency Appeal

Supporting Gloucestershire people, charities and community groups affected by coronavirus

Building Resources for Local Community Groups

Following on from the Local Government Association Conference in July...
Vital signs