WORCESTERSHIRE COMMUNITY FOUNDATION LIMITED

Registered charity 1102266 · accounts filings on the Charity Commission register

Worcestershire Community Foundation is an independent, locally managed charitable trust which raises funds and distributes funding to local voluntary and community groups in the County of Worcestershire

Objects

3.1 THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF WORCESTERSHIRE AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS.3.2 OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY INCLUDING THOSE IN THE AREA OF BENEFIT

Area of benefit: WORCESTERSHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Amateur Sport · Environment/conservation/heritage · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Worcester, West Midlands, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that total reserves decreased to £1,837,645, with general unrestricted reserves standing at £235,696. The trustees consider this level of reserves to be maintained in line with their policy of holding between six to twelve months of expenditure. The organization reports no material uncertainties regarding its ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 30/09/2023 (received 01/08/2024, 2 days after the 30/07/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Worcestershire Community Foundation (matched by registered charity number).

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 30/09/2023)

Reported reserves equal ~5.3 months of spending — below the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (93% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.2% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• JONATHAN CHENEVIX-TRENCHchair · trustee of 2 other charities
• David Shaw
• Kathleen Leather
• LT COL Mark Jackson OBE · trustee of 3 other charities
• Mark James Yates
• Nick Wentworth Stanley
• Oliver Carpenter
• TAMAR THOMPSON · trustee of 1 other charity
• Tim Venner

Trustee list from the Charity Commission register (current, not historical).

Operates in: Worcestershire

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HEREFORDSHIRE COMMUNITY FOUNDATION.

• HEREFORDSHIRE COMMUNITY FOUNDATION income £949k
• BERKSHIRE COMMUNITY FOUNDATION income £2.1m
• CHESHIRE COMMUNITY FOUNDATION LIMITED income £2.3m
• Community Foundation for Staffordshire and Shropshire income £4.6m
• COUNTY OF GLOUCESTERSHIRE COMMUNITY FOUNDATION income £583k
• OXFORDSHIRE COMMUNITY FOUNDATION income £2.1m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.