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

Surviving Winter Report

Surviving Winter is a annual appeal to help vulnerable people stay warm over the winter period
#iwill and youth social action

One of the privileges of our work is to be regularly inspired by the dedication and passion of others, who truly believe in what they do.
All about community

Savills were introduced to the Gloucestershire Community Foundation by one of our long term fund holders, the Hitchins family. The staff at Savills wanted to mark the 10th anniversary of their Cheltenham office and challenged themselves and some of their partners by completing a range of activities to fundraise for local charities. Savills successfully completed 10 activities and raised over £10,000!
John Lewis is coming to Cheltenham

We are looking forward to sharing our experience of Gloucestershire with John Lewis partners upon the announcement of their new store in Cheltenham

Vital signs