Finance Score: -1

Governance Score: 0

Support Score: 8

Spending falling: -1
No PartB

Large volunteers +5
Overall weighted support: +3

Overall GiG Score: 7

THE RUDYARD LAKE TRUST

Conserves for the public benefit Rudyard Reservoir & its environs, educates the Public in the said area

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/03/23		£49	£21	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£59	£21	£38	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£102	£39	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£102	£39	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£166	£117	£48	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£12	£39	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£16	£34	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£10	£1	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£35	£28	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£5	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£14	£10	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£61	£58	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£90	£75	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£39	£41	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£37	£43	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£79	£68	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

www.rudyardlake.com

07718808881

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Cheshire East, Cheshire West & Chester, Derbyshire, Staffordshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
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.

Major supporters in last 5 years

National Lottery Heritage Fund	£31,200
Sport England	£10,000
Co-Operative Group	£883

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Rudyard Lake Trust
£883	23/10/2021	We want to convert an ex-Navy Captain's boat from WW2 into an educational facility, depicting via modern technology the North Atlantic and Arctic convoys, and to incorporate wheelchair access.
National Lottery Heritage Fund - Grant to The Rudyard Lake Trust
£31,200	24/08/2020	COVID19 THE RUDYARD LAKE TRUST
Sport England - Getting on the Water
£10,000	21/11/2019 11	Funding under Sport England's Small Grants funding programme for a Revenue project titled Getting on the Water. This project lists its main activity as Canoeing
National Lottery Heritage Fund - Grant to The Rudyard Lake Trust
£33,000	31/03/2014	Transforming the visitor experience

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Gender Split

DAVID COPELAND

FRANK LEWIS

GEOFFREY BUXTON

GILL HEATH

HEATHER ROWLEY-DIXON

HOWARD FRANK BESWICK Appointed: 2024

JAMES GARY LOWE Appointed: 2024

RAYMOND PERRY (Chair)

Legal constitution

Charity registered in England & Wales on 20/06/1996, number: 1056268

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Investment
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

Filing Record

20 returns made; AR19: 40 days late,

Main office

174 BIDDULPH ROAD
CONGLETON
CW12 3LS

Objectives

1) TO CONSERVE FOR THE PUBLIC BENEFIT THE NATURAL ENVIRONMENT OF RUDYARD RESERVIOR AND ITS SURROUNDING AREA. 2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SAID AREA.

Defined Area of Benefit:

RUDYARD LAKE AND ENVIRONS

Data Sources

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