Finance Score: 2

Governance Score: -1

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: 1

DOBIE'S CHARITABLE TRUST

Dobies Charitable Trust supports organisations which enhance the quality of life for communities in Cumbria. For example, local sports teams, health support charities, carnivals etc. The areas which are favoured are those that help disadvantaged families or children.The trust does not support national charities or individuals, unless there is a specifc benefit to the Cumbrian people.

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:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

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
30/04/24		£43	£40	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/04/23		£27	£27	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/04/22		£25	£22	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/04/21		£23	£22	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/04/20?		£15	£24	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/04/18		£13	£15	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/04/17		£13	£19	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/04/16		£20	£14	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/04/15		£20	£10	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/04/14		£20	£10	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/04/13		£20	£18	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/04/12		£14	£11	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/04/11		£14	£16	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/04/10		£14	£12	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/04/09		£5	£14	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/04/08		£19	£9	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/04/07		£15	£14	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/04/06		£4	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/04/05		£5	£9	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/04/04	*	£11	£8	£3	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 28 years

https://www.dobiescumbria.com/charitable-trus

01900603573

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

EMMA DOBIE

MR BILL DOBIE

SYLVIA ALDERSON

SARAH NEWTON

Legal constitution

Charity registered in England & Wales on 30/08/1996, number: 1057846

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management

Filing Record

20 returns made; AR04: 9 days late,

Main office

DOBIES CHARITABLE TRUST
DOBIES GARAGE
LILLYHALL INDUSTRIAL ESTATE
LILLYHALL
WORKINGTON
CA14 4HX

Objectives

TO APPLY INCOME TO SUCH CHARITIES AND/OR TO SUCH CHARITABLE PURPOSES IN THE COUNTY OF CUMBRIA AS THE TRUSTEES MAY DETERMINE

Defined Area of Benefit:

CUMBRIA WITH SPECIAL REFERENCE TO WEST CUMBRIA