THE YERCOMBE (GLOUCESTERSHIRE) TRUST

Registered charity 263687 · accounts filings on the Charity Commission register · also known as YERCOMBE LODGE

The Trust utilises Yercombe Lodge as a residential care home with respite facilities and day services for the elderly and physically disabled of Gloucestershire.

Objects

TO OR FOR THE BENEFIT OF SUCH CHARITABLE INSTITUTIONS OR OBJECTS OR FOR SUCH CHARITABLE PURPOSES IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY BY NOTICE IN WRITING TO THE TRUSTEES OR BY WILL, OR CODICIL FROM TIME TO TIME APPOINT AND DIRECT. IN DEFAULT OF AND SUBJECT TO ANY SUCH APPOINTMENT AND DIRECTION AS AFORESAID THE TRUSTEES MAY PAY OR APPLY THE INCOME OF THE TRUST FUND TO OR FOR THE RELIEF OF ELDERLY AND NEEDY PERSONS RESIDENT IN THE COUNTY OF GLOUCESTER AND FOR CHARITABLE INSTITUTIONS HAVING SUCH PURPOSES AMONG THEIR OBJECTS.

Area of benefit: GLOUCESTERSHIRE

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 Advancement Of Health Or Saving Of Lives · Disability · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity suffered a net expenditure of £115,760, resulting in a total operational deficit of £146,581 for the year. Per the trustees' report, this drain on resources poses a threat to the future, although they consider the overall financial position to remain strong with total funds of £1,437,846.

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 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

• Bullying and harassment policy and procedures
• 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
• 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

Public fundraising profile: JustGiving — Yercombe Lodge (matched by registered charity number).

CQC provider record: The Yercombe (Gloucestershire) Trust — Registered, 1 registered location, 1 regulated activity, last inspected 22/03/2023.charity number confirmed by CQC CQC record

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

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~0.8 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (91% 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: 0.5% of total income — below the median for charities its size (4.9%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• Yercombe (Gloucestershire) Trust: Good (03/05/2023) · CQC record

Trustees · trustee networks

• Amanda Phillips
• Dr Marion Jane McDowell
• John Charles Drury
• Julia Mary Thomas

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

Operates in: Gloucestershire

Income and spending

Common questions

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 CHESCOMBE TRUST LIMITED.

• CHESCOMBE TRUST LIMITED income £2.4m
• WYCOMBE ALMHOUSES income £176k
• THE GLOUCESTERSHIRE CARE PARTNERSHIP income £17.9m
• WORCESTERSHIRE YMCA LIMITED income £4.6m
• W J YAPP BEQUEST income £1.8m
• WEST SOMERSET HOME (BLENHEIM LODGE) LIMITED income £1.6m

Side by side with its peers

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