COMMUNITY INITIATIVES SOUTH WEST LIMITED
The charity's mission is to combat food waste and thereby reduce food poverty by supporting communities and groups (its network members) which work with people who have:Low or no income, poor access to affordable nutritious food and a lack of knowledge or skills or equipment to ensure food is safe and prepared properly.
Objects
A) TO PROMOTE THE VOLUNTARY SECTOR FOR THE BENEFIT OF THE PUBLIC BY:1) THE DISTRIBUTION OF FOOD TO CHARITIES AND VOLUNTARY ORGANISATIONS;2) ENCOURAGING MEMBERS OF THE PUBLIC TO UNDERTAKE VOLUNTARY WORK; AND3) PROVIDING EDUCATION AND TRAINING TO THE VOLUNTARY SECTOR."THE VOLUNTARY SECTOR" MEANS CHARITIES AND VOLUNTARY ORGANISATIONS.CHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.B) TO ADVANCE IN LIFE AND HELP YOUNG PEOPLE BETWEEN THE AGES OF 18 AND 25 BY THE PROVISION OF WORK-BASED TRAINING WHICH DEVELOPS THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS...
Financial health, per its FY2025 accounts
The accounts state that the charity made a deficit of £502,982 for the year ended 31 March 2025, resulting in a decrease in net assets to £541,506. Per the trustees' report, unrestricted reserves fell to £349,676, which is below the stated policy target of three months' expenditure (£561,917). The trustees confirm that adequate resources exist to continue as a going concern for the foreseeable future.
What the accounts disclose
“Income from: Donations and legacies 3 785,603 271,141 1,056,744”
“Expenditure on: Raising funds 6 118,181 - 118,181”
“The unrestricted reserves set aside to provide security against a combination of the most extreme adverse risk scenarios continues to be calculated as between three and six months of total expenditure.” — page 9
“During the year the charity received £5,100 in donations from Trustees (2024: £5,000) and £1,000 (2024: £7,000) in donations from other organisations associated with the Trustees.” — page 39
“In addition to this the charity paid £44,005 in bookkeeping and accounting costs to a business in which two trustees are employees.” — page 39
“During the year the charity received £5,100 in donations from Trustees (2024: £5,000) and £1,000 (2024: £7,000) in donations from other organisations associated with the Trustees.” — page 39
“In addition to this the charity paid £44,005 in bookkeeping and accounting costs to a business in which two trustees are employees.” — page 39
Year-over-year changes
- Employees paid over £60,000: 1 (FY2024) → 0 (FY2025).
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 336
- Government income: £101,256 — grants £101,256 (3); 6% of the £1,744,687 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 355
- Government income: £104,640 — grants £104,640 (2); 5% of the £2,007,115 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 364
- Government income: £119,000 — grants £119,000 (3); 8% of the £1,526,547 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Corporate structure
- Registered company of the charity Companies House 06130395
Leadership, per the charity’s website
- Lucy Bearn — CEO
- Josie Forsyth — Deputy CEO
- Andy Street — Chair of Trustees
Funders the charity credits
Company officers (Companies House)
- COX, Daniel Keith on trustee list
- LAWRENCE, Sophie on trustee list
- BURDEN, Claire Lucy on trustee list
- EAVES, Bethany Rhian on trustee list
- HOGG, Tristan Richard Edward on trustee list
- INGLEBY, Joanne on trustee list
- ACKLAND, Claire Barbara on trustee list
- STREET, Andrew on trustee list
- JOHN, Alan Richard
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ANDREW STREET
- Claire Barbara Ackland
- Daniel Keith Cox
- Joanne Ingleby
- Sophie Lawrence
- Tristan Hogg
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.7m | £2.2m |
| 31/03/2024 | £2.0m | £1.9m |
| 31/03/2023 | £1.5m | £1.8m |
| 31/03/2022 | £1.2m | £1.5m |
| 31/03/2021 | £2.1m | £1.0m |
Common questions
Is COMMUNITY INITIATIVES SOUTH WEST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity made a deficit of £502,982 for the year ended 31 March 2025, resulting in a decrease in net assets to £541,506. Per the trustees' report, unrestricted reserves fell to £349,676, which is below the stated policy target of three months' expenditure (£561,917). The trustees confirm that adequate resources exist to continue as a going concern for the foreseeable future. Its FY2025 accounts were audited by TC Group.
Who funds COMMUNITY INITIATIVES SOUTH WEST LIMITED?
Funders whose own accounts filings name COMMUNITY INITIATIVES SOUTH WEST LIMITED as a grant recipient include SOCIETE GENERALE UK FOUNDATION, The Origin Foundation, THE TRUEMARK TRUST, THE HOBSON CHARITY LIMITED, The Patricia Routledge Foundation.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| SOCIETE GENERALE UK FOUNDATION | FY2024 | £5k | Fareshare South West (Winter Appeal) |
| The Origin Foundation | FY2025 | £5k | |
| THE TRUEMARK TRUST | FY2021 | £5k | |
| THE HOBSON CHARITY LIMITED | FY2024 | £5k | Poverty |
| SOCIETE GENERALE UK FOUNDATION | FY2023 | £4k | Grants for one-off donations: Fareshare South West |
| SOCIETE GENERALE UK FOUNDATION | FY2023 | £4k | Grants for one-off donations: Fareshare South West |
| The Patricia Routledge Foundation | FY2025 | £3k | |
| THE WO STREET CHARITABLE FOUNDATION | FY2025 | £3k | |
| THE MAX REINHARDT CHARITABLE TRUST | FY2022 | £2k | Relief of Poverty/Welfare and advancement of health |
| THE LORD FARINGDON CHARITABLE TRUST | FY2021 | £1k | |
| COLEFAX CHARITABLE TRUST | FY2025 | £1k | |
| Evelyn Partners Charitable Trust | FY2025 | £700 | Employee charitable collections |
| WOODLANDS GROUP OF CHURCHES | FY2022 | £463 | City and Community Outreach |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 06/02/2026 | £20k | Surplus Food Sharing for Social and Environmental Impact in Devon and Cornwall |
| The National Lottery Community Fund | 24/02/2023 | £10k | FareChance - an employability programme with a difference for young people |
| The National Lottery Community Fund | 09/03/2016 | £10k | FareShare South West Rural Hubs |
| The National Lottery Community Fund | 08/08/2013 | £10k | FareShare South West Local Hubs |
| The National Lottery Community Fund | 20/08/2007 | £3k | Volunteer Development Programme |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| HYDE PARK PLACE ESTATE CHARITY | 1 | £18k |
| EUROPEAN UNION FOR PROGRESSIVE JUDAISM | 1 | £14k |
| THE ALLEN LANE FOUNDATION | 1 | £12k |
| THE CLARE MILNE TRUST | 1 | £7k |
| WESTMINSTER AMALGAMATED CHARITY | 1 | £5k |
| SIR HARRY PILKINGTON FUND | 1 | £4k |
| W F SOUTHALL TRUST | 1 | £4k |
| THE DAVID GIBBONS FOUNDATION | 1 | £3k |
Charities like this
- LIBRARIES UNLIMITED SOUTH WEST
- SOUTH CENTRAL COMMUNITY TRANSPORT LIMITED
- COMMUNITY FOOD ENTERPRISE LIMITED
- THE WEST END COMMUNITY TRUST
- SOUTH WEST COMMUNITY CHAPLAINCY LIMITED
- SUPPORTING COMMUNITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| COMMUNITY INITIATIVES SOUTH WEST LIMITED | £1.7m | — | 0 | unclear | 13.3% | no doubt |
| LIBRARIES UNLIMITED SOUTH WEST | £9.4m | £90,001 - £100,000 | 3 | above | — | no doubt |
| SOUTH CENTRAL COMMUNITY TRANSPORT LIMITED | £205k | — | 0 | unclear | — | no doubt |
| COMMUNITY FOOD ENTERPRISE LIMITED | £99k | — | 0 | unclear | — | no doubt |
| THE WEST END COMMUNITY TRUST | £45k | — | — | above | — | no doubt |
| SOUTH WEST COMMUNITY CHAPLAINCY LIMITED | £189k | — | 0 | below | — | no doubt |