Finance Score: -5

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -6

BORROWDALE CHARITABLE TRUST

Raising money and distributing same in accordance with Trust Deed

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23	*	£1	£17	£-16	n/a	n/a	n/a	n/a	n/a
05/04/22		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/20		£4	£0	£4	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£4	£0	£4	n/a	n/a	n/a	n/a	n/a
05/04/18		£5	£9	£-4	£0	£0	£0	n/a	0
05/04/17		£5	£0	£5	£0	£0	£0	n/a	0
05/04/16		£7	£2	£5	£0	£0	£0	n/a	0
05/04/15		£7	£4	£3	£0	£0	£0	n/a	0
05/04/14		£5	£18	£-14	£0	£0	£0	n/a	0
05/04/13		£4	£29	£-25	£0	£0	£0	n/a	0
05/04/12		£68	£15	£53	£0	£0	£0	n/a	0
05/04/11		£4	£14	£-10	£0	£0	£0	n/a	0
05/04/10		£6	£12	£-7	£0	£0	£0	n/a	0
05/04/09		£7	£1	£6	£0	£0	£0	n/a	0
05/04/08		£9	£5	£3	£0	£0	£0	n/a	0
05/04/07?	*	£8	£8	£1	£0	£0	£0	n/a	0
05/04/04	*	£7	£5	£2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 33 years

01768777377

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ALAN THOMAS LEYLAND (Chair)

AMY EDMONDSON Appointed: 2017

JOSEPH BLINSTON Appointed: 2012

DAVID EDWARD RYAN FCA, Other trusteeships: SEEDFIELD TRUST, DAYSPRING CHRISTIAN TRUST,

REV CHARLES HENRY HOPE Appointed: 2016, Other trusteeships: BRAITHWAITE CHARITIES, ABRAHAM FISHER'S FOUNDATION, THE BATTERSBY HALL CHARITY, FRIENDS OF KESWICK ST JOHN'S, THE BORROWDALE INSTITUTE, TWO'S COMPANY KESWICK, KESWICK AREA FOOD SHARE, THE ECCLESIASTICAL PARISH OF KESWICK ST JOHN,

Legal constitution

Charity registered in England & Wales on 05/03/1991, number: 1002138

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

18 returns made; AR23: 27 days late, AR21: 3 days late, AR19: 244 days late, AR07: 159 days late, AR04: 58 days late,

Main office

LEATHES COTTAGE
BORROWDALE
KESWICK
CA12 5UY

Objectives

(1) FUTHERENCE OF EDUCATION OF CHILDREN AND YOUNG PERSONS UP TO THE AGE OF 25 YEARS LIVING IN THE AREA OF BENEFIT OR ATTENDING BORROWDALE C.OF E.SCHOOL (2) TO SUPPORT ANY CHARITABLE INSTITUTIONS AND ASSOCIATIONS WITHIN THE VALLEY WHICH ARE ESTABLISHED FOR THE BENEFIT OF THE PEOPLE LIVING IN THE VALLEY

Defined Area of Benefit:

ECCLESIASTICAL PARISH OF BORROWDALE WITH GRANGE

Data Sources