Reports & 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

Vital Signs 2017

Working with Barnwood Trust we are delighted to launch our first every Vital Signs Report. This report highlights the fact that there are significant inequalities in our midst.
Wessex Water Money Matters

To support activities that help people to improve their financial capability
Comic Relief Local Communities - Core Strength

The aim is to provide funding for groups’ core costs - meaning expenditure that is not connected to delivering projects but focusing on investing in the organisation as a whole, such as basic running costs
Youth Social Action Fund launched

Gloucestershire Community Foundation has secured £30,000 to encourage young people to get involved in community action.