COTSWOLD FRIENDS — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 12 November 2004
Removed: Not supplied
Company number supplied: 05182191
Financial period: 1 April 2024 – 31 March 2025
Latest income: £605,988
Latest expenditure: £476,369
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Cotswold Friends, Moreton Area Centre, High Street, MORETON-IN-MARSH, GL56 0AZ

Website recorded by the regulator: www.cotswoldfriends.org (displayed as text)

02 Activities

What the charity does

Cotswold Friends provides transport, carer respite and befriending services, and lunch clubs to elderly, disabled and isolated residents of the Cotswolds.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 1 December 2025
Date Accounts Received: 1 December 2025
Total Gross Income: £605,988
Total Gross Expenditure: £476,369

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 26 November 2024
Date Accounts Received: 26 November 2024
Total Gross Income: £427,754
Total Gross Expenditure: £404,492

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 5 December 2023
Date Accounts Received: 5 December 2023
Total Gross Income: £349,766
Total Gross Expenditure: £373,624

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 1 December 2022
Date Accounts Received: 1 December 2022
Total Gross Income: £334,762
Total Gross Expenditure: £370,631

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 21 December 2021
Date Accounts Received: 21 December 2021
Total Gross Income: £360,254
Total Gross Expenditure: £317,404

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 1 December 2025
Total Gross Income: £605,988
Total Gross Expenditure: £476,369
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £13
Income From Government Grants: £115,574
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 340

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 26 November 2024
Total Gross Income: £427,754
Total Gross Expenditure: £404,492
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £17
Income From Government Grants: £139,266
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 340

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 5 December 2023
Total Gross Income: £349,766
Total Gross Expenditure: £373,624
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £16
Income From Government Grants: £78,483
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 340

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 1 December 2022
Total Gross Income: £334,762
Total Gross Expenditure: £370,631
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £21
Income From Government Grants: £75,934
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 300

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 21 December 2021
Total Gross Income: £360,254
Total Gross Expenditure: £317,404
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £21
Income From Government Grants: £101,004
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 320

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 1 December 2025
Income Donations And Legacies: 87884
Income Other Trading Activities: 9076
Income Charitable Activities: 509028
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 605988
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £3,663
Expenditure Charitable Expenditure: £5,748
Expenditure Other: 466958
Expenditure Total: 476369
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 5748
Expenditure Support Costs: 472706
Expenditure Depreciation: 14570
Gain Loss Investment: 4537
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £84,000
Assets Total Fixed: 123847
Assets Own Use: 39803
Assets Long Term Investment: 84044
Defined Benefit Pension Scheme: 0
Assets Other Assets: £248,596
Assets Total Liabilities: £24,205
Assets Current Investment: 0
Assets Total Assets And Liabilities: £348,238
Creditors One Year Total Current: 24205
Creditors Falling Due After One Year: 0
Assets Cash: £227,101
Funds Endowment: 100000
Funds Unrestricted: 129760
Funds Restricted: 118478
Funds Total: 348238
Count Employees: 22
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Gloucestershire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

08 Official extract

Charity Event History

Charity Name: COTSWOLD FRIENDS
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-11-12T00:00:00

Charity Name: COTSWOLD FRIENDS
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-03-11T00:00:00
Reason: Does not operate
Assoc Organisation Number: 4030548
Assoc Registered Charity Number: 1118964
Assoc Charity Name: NORTH COTSWOLDS DISABLED CLUB

Charity Name: COTSWOLD FRIENDS
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2023-04-11T00:00:00
Reason: Does not operate
Assoc Organisation Number: 3939869
Assoc Registered Charity Number: 1063286
Assoc Charity Name: STOW DISABILITY ASSOCIATION

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 16/07/2004AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 13/09/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 31/01/2013AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 31/10/2014AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01 DEC 2017
Charitable Objects: A) TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY THROUGHOUT THE COTSWOLDS AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS; ANDB) TO PROVIDE A CENTRE FOR THE RECRUITMENT, GUIDANCE AND DEPLOYMENT OF VOLUNTEERS TO ACHIEVE THE ABOVE PURPOSES.
Area Of Benefit: GLOUCESTERSHIRE

10 Official extract

Charity Other Names

Charity Name Id: 425627
Charity Name Type: Previous name
Charity Name: NORTH COTSWOLDS VOLUNTARY HELP CENTRE

Charity Name Id: 513013
Charity Name Type: Previous name
Charity Name: COTSWOLD VOLUNTEERS NORTH

11 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Volunteer management

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Paying staff

Policy Name: Complaints handling

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures