Finance Score: -3
Governance Score: 4
Support Score: 5
  • Strong growth: +2
  • Volatile income & significant deficit in latest year: -5
  • No PartB
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +5
Overall GiG Score: 6 ?

COTSWOLD LAKES TRUST

To provide facilities for the benefit of the public,and in particular the inhabitants of Gloucestershire and Wiltshire, in the interests of social welfare for education, conservation, recreation and leisure time occupation at the Cotswold Water Park.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • Income has been volatile recently and was significantly lower than spending in the latest year
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/24£451£618£-167n/an/an/an/an/an/a
31/03/23£701£572£129£123£3,033£2,93061.5845
31/03/22£609£558£51£197£2,904£2,75459.2730
31/03/21£333£333£0n/an/an/an/an/an/a
31/03/20?£455£433£22n/an/an/an/an/an/a
31/03/18£458£468£-10n/an/an/an/an/an/a
31/03/17£475£588£-113n/an/an/an/an/an/a
31/03/16£768£586£181£252£1,115£96319.790
31/03/15£456£608£-152n/an/an/an/an/an/a
31/03/14£552£536£16£264£522£4159.370
31/03/13£644£664£-20£290£192£671.270
31/03/12£640£601£39£290£212£1362.780
31/03/11£271£134£137n/an/an/an/an/an/a
31/03/10?*£219£187£31n/an/an/an/an/an/a
31/07/09£362£401£-39n/an/an/an/an/an/a
31/07/08*£491£450£41n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 17 years
(19 years as a company)

www.cotswoldlakestrust.org

info@cotswoldlakestrust.org

01793752211

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Amateur Sport
  • Animals
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Sports & recreational facilities
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Gloucestershire, Oxfordshire, Swindon, Wiltshire,
Who it helps
  • Children/Young People
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Cotswold Lakes Trust
£237,872 05/07/2023
BASE
National Lottery Community Fund - Cotswold Lakes Big Volunteering Weekend
£9,750 02/09/2022
The funding will be used to organise a volunteering weekend at two sites in the Cotswold Water Park. The project aims to bring the community together to engage in conservation work reduce isolation and improve community spaces.
National Lottery Heritage Fund - Grant to Cotswold Water Park Trust
£22,500 13/07/2020
COVID19: Cotswold Water Park Trust
National Lottery Heritage Fund - Grant to Cotswold Water Park Trust
£35,400 05/02/2020
Improving the resilience of The Cotswold Water Park Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 57-75
  • ANNE COOPER Appointed: 2021, Occupation: Fundraiser
  • BARRY BUTLER Appointed: 2021, Occupation: Actuary
  • HEIDI THOMPSON Appointed: 2022, Occupation: Director
  • PAUL MALCOLM HAZEL Appointed: 2017, Occupation: Finance Director/Trustee
  • PHILIPPA MARY LANGFORD Appointed: 2020, Occupation: Civil Servant
  • ROBERT DUNCAN WHITFIELD HALL Appointed: 2021, Occupation: Director
  • WILLIAM MARTIN KINGSTON Appointed: 2020, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 09/08/2007, number: 1120518
  • Registered at Companies House on 11/07/2005, number: 05504806
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
16 returns made; AR10: 5 days late, AR08: 64 days late,
Recent reorganisation events:
  • Asset transfer in from UPPER THAMES PROTECTION SOCIETY on 20/12/2022
Main office

COTSWOLD HOUSE
DOWN AMPNEY
CIRENCESTER
GLOUCESTERSHIRE
GL7 5QF

Objectives

3. OBJECTS THE OBJECTS OF THE CHARITY (THE OBJECTS ) ARE TO PROVIDE FOR THE BENEFIT OF THE PUBLIC, AND IN PARTICULAR FOR THE INHABITANTS OF GLOUCESTERSHIRE AND WILTSHIRE, FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR EDUCATION, CONSERVATION, RECREATION AND LEISURE TIME OCCUPATION AT THE COTSWOLD WATER PARK AND IN PARTICULAR TO:-3.1 TRY TO ACHIEVE A BALANCE BETWEEN DEVELOPMENT, RECREATION AND NATURE CONSERVATION INTERESTS CONCURRENTLY3.2 ASSIST IN ACHIEVING POLICIES AND PRACTICES TO SUSTAIN THE CURRENT NATURE CONSERVATION VALUE OF THE PARK3.3 ASSIST IN ACHIEVING THE PROVISION OF APPROPRIATE PUBLIC ACCESS FOR ALL TO SITES AND FACILITIES IN THE PARK FOR RECREATION PURPOSES3.4 ASSIST IN CREATING A COHESIVE IMAGE FOR THE PARK AND PROVIDE AND EDUCATIONAL RESOURCE FOR THE PUBLIC GENERALLY3.5 PROMOTE THE PARK AND ITS FACILITIES AS A RESOURCE FOR PUBLIC ENJOYMENT OF APPROPRIATE COUNTRYSIDE RECREATION, AMENITY AND WILDLIFE3.6 CONSERVE AND IMPROVE THE LANDSCAPE BY THE INTEGRATION OF RESTORED MINERAL WORKINGS INTO A NEW LANDSCAPE STRUCTURE AND GENERAL ENHANCEMENT OF THE PARK 3.7 MAKE REPRESENTATIONS TO LOCAL AUTHORITIES AND OTHER PERSONS ON LAND MANAGEMENT AND USE IN THE PARK.3.8 ENCOURAGE, PROMOTE AND IMPLEMENT THE CREATION, CONSERVATION AND MANAGEMENT OF WILDLIFE HABITAT, PARTICULARLY IN THOSE PARTS OF THE PARK WHICH HAVE BEEN IDENTIFIED AS BEING OF SPECIAL IMPORTANCE3.9 ASSIST THE LOCAL COMMUNITIES TO PREPARE AND CARRY OUT WORKS RELATING TO THE IMPROVEMENT AND MANAGEMENT OF THE SETTLEMENT PROTECTION ZONES AND SUCH OTHER AREAS AS MAY BE APPROPRIATE3.10 PURSUE QUALITY SUSTAINABLE IMPROVEMENT IN ENVIRONMENTAL REGENERATION IN PARTNERSHIP WITH BUSINESS, PUBLIC AUTHORITIES AND COMMUNITIES3.11 ENCOURAGE THE PUBLIC, PRIVATE AND VOLUNTARY SECTORS TO TAKE CONCERTED ACTION TO IMPROVE THE ENVIRONMENT3.12 INTERPRET AND PRESENT TO THE PUBLIC THE HERITAGE, LANDSCAPE AND NATURE CONSERVATION OF THE PARK3.13 ASSIST IN MAINTAINING AND IMPROVING PUBLIC RIGHTS OF WAY TO ENABLE THEIR USE BY ALL MEMBERS OF THE PUBLIC3.14 ENCOURAGE SAFE USE OF WATER AREAS IN THE PARK 3.15 THE PROVISION OF PUBLIC PARKS OR OTHER PUBLIC FACILITIES OF AN ENVIRONMENTAL, EDUCATIONAL OR RECREATIONAL NATURE, PROVIDED THAT THE PARKS OR FACILITIES ARE NOT TO BE OPERATED AT A PROFIT.

Defined Area of Benefit:

GLOUCESTERSHIRE AND WILTSHIRE, PARTICULARLY AT THE COTSWOLD WATER PARK.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great