Finance Score: 1

Governance Score: 8

Support Score: 4

Reasonable growth: +1

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 13

CUMBRIA COMMUNITY FOUNDATION

This is a grant making charity, you can view its grants here

We make grants to local charities, groups and individuals, manage grant-making funds on behalf of individuals and organisations, and promote giving to build long term capital funds to benefit the community in the future.Our grants target activities which help children and young people, older people and their carers, people with disabilities, the unemployed and people on low incomes.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Established: 60 years

www.cumbriafoundation.org

enquiries@cumbriafoundation.org

01900825760

Charity Commission for England and Wales

Tweets

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	Volun- teers
31/03/23		£6,314	£6,566	£-252	£293	£32,908	£777	1.4	15	33
31/03/22		£5,300	£4,708	£592	£234	£33,876	£573	1.5	13	40
31/03/21		£7,022	£5,636	£1,386	£202	£31,644	£451	1	12	40
31/03/20		£5,882	£2,527	£3,355	£235	£24,348	£374	1.8	14	40
31/03/19		£1,973	£2,708	£-735	£170	£20,122	£422	1.9	12	40
31/03/18		£2,929	£4,764	£-1,834	£133	£17,690	£445	1.1	13	0
31/03/17		£3,182	£7,369	£-4,187	£89	£19,152	£483	0.8	17	0
31/03/16		£11,815	£5,331	£6,484	£157	£18,074	£3,960	8.9	12	0
31/03/15		£2,581	£2,767	£-187	£152	£11,388	£285	1.2	9	0
31/03/14		£3,388	£2,420	£968	£86	£9,771	£3,010	14.9	9	0
31/03/13		£2,790	£2,612	£178	£146	£8,708	£2,943	13.5	7	0
31/03/12		£2,623	£1,654	£968	£174	£7,793	£2,566	18.6	8	0
31/03/11		£2,768	£2,937	£-169	£141	£6,760	£2,473	10.1	9	0
31/03/10	*	£5,176	£3,025	£2,151	£175	£6,736	£2,247	8.9	10	0
31/03/09	*	£2,324	£1,265	£1,059	£194	£3,934	£1,837	17.4	10	0
31/03/08		£1,641	£1,501	£140	£152	£3,350	£2,121	17	8	0
31/03/07		£1,756	£1,487	£269	£99	£3,436	£2,216	17.9	9	0
31/03/06		£2,258	£2,289	£-31	£0	£0	£0	n/a	0	0
31/03/05	*	£2,463	£2,110	£354	£0	£0	£0	n/a	0	0
31/03/04		£1,649	£1,369	£280	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 2%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 1.4 months
Net Current Assets/Spending: 11 months
Quick Ratio: 12.4

Asset Split ?

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

15 employees
33 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£50,000	03/06/2022	Better Tomorrows
Dulverton Trust - Cumbria Dulverton Fund 2019-20
£115,000	25/10/2018	Cumbria Dulverton Fund 2019-20
Dulverton Trust - Cumbria Flood Recovery Appeal 2015
£20,000	14/12/2015	Cumbria Flood Recovery Appeal 2015
Dulverton Trust - Cumbria Dulverton Fund 2016-19
£345,000	21/10/2015	Cumbria Dulverton Fund 2016-19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

Age Range of Trustees: 39-77

ALISON MARGARET JOHNSTON Appointed: 2019, Occupation: Chartered Accountant

ANTHONY BRYAN KEEN Appointed: 2019, Occupation: Managing Director

COLONEL CHRIS SANDERSON Appointed: 2019, Occupation: Business Consultant

DAVID GEORGE BEEBY Appointed: 2019, Occupation: Retired

EMMA LOUISE WILLIAMSON Appointed: 2023, Occupation: Community Impact Manager

FRANCIS ALEXANDER SCOTT Appointed: 2021, Occupation: Director, Other trusteeships: FRANCIS C SCOTT CHARITABLE TRUST, SCOTT BOLTON TRUST,

GLENYS BARBARA MARRIOTT Appointed: 2019, Occupation: Retired

JIM JOHNSON Appointed: 2019, Occupation: Retired

JOHN STEPHEN ROBERT WILSON Appointed: 2019, Occupation: Solicitor

JAMES PERKS Appointed: 2023, Occupation: Head Of Future Workforce Strategy

KEVIN WALSH Appointed: 2019, Occupation: Retired

LUCY GEORGIANA CAVENDISH Appointed: 2020, Occupation: Company Director, Other trusteeship: GUIDES OVER THE KENT AND LEVEN SANDS LIMITED,

MARCIA ELAINE REID FOTHERINGHAM Appointed: 2023, Occupation: Company Director, Other trusteeship: CUMBRIA OPERA GROUP,

SUSAN CLAIRE HOWORTH Appointed: 2019, Occupation: Director

STEVEN ROY HARNWELL Appointed: 2023, Occupation: Delivery Director Major Projects

SUZANNE ELIZABETH WILSON Appointed: 2021, Occupation: Research Fellow, Other trusteeship: SOUTH WHITEHAVEN YOUTH PARTNERSHIP,

Legal constitution

Charitable company registered in England & Wales on 04/03/1964, number: 1075120
Registered at Companies House on 15/02/1999, number: 03713328

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: DOWKER BINDLOSS CHARITY
Linked charity: BEVERLEY CHARITABLE TRUST
Linked charity: THE MARY GRAVE TRUST
Linked charity: EDMOND CASTLE EDUCATIONAL TRUST
Linked charity: CUMBERLAND EDUCATIONAL FOUNDATION
Linked charity: THE CRAG HOUSE CHARITABLE TRUST
Linked charity: THE WESTMORLANDS ARTS TRUST
16/04/2015 - Asset transfer in from THE SWALES SCHOLARSHIP FUND
30/04/2015 - Asset transfer in from WILLIAM MILBURN CHARITABLE TRUST
10/08/2015 - Asset transfer in from THE GIBSON COAL AND CLOTHING FUND
08/09/2020 - Asset transfer in from ULVERSTON EXHIBITION FOUNDATION
30/12/2021 - Asset transfer in from CUMBRIA PARTNERSHIP NHS TRUST CHARITABLE FUND
20/10/2022 - Asset transfer in from THE LAUREL HOUSE MANAGEMENT COMMITTEE
17/11/2022 - Asset transfer in from DISABILITY ASSOCIATION CARLISLE & EDEN
Linked charity: CUMBRIA COMMUNITY FOUNDATION TRUST

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR10: 1 days late, AR09: 114 days late, AR05: 11 days late,

Recent reorganisation events:

Asset transfer in from ULVERSTON EXHIBITION FOUNDATION on 08/09/2020
Asset transfer in from CUMBRIA PARTNERSHIP NHS TRUST CHARITABLE FUND on 30/12/2021

....more

Main office

CUMBRIA COMMUNITY FOUNDATION
DOVENBY HALL
DOVENBY
COCKERMOUTH
CA13 0PN

Objectives

The Company is established for:-(A) the support or promotion of any charitable purposes for the relief of poverty, the advancement of education (including training for employment or work), the advancement of religion, the protection or promotion of social wellbeing, good health both physical and mental and for charitable purposes in connection with the provision, maintenance and improvement of a public park or other public or social amenity and/ or the erection, maintenance, repair, or restoration of a building or other structure for the benefit of communities, organisations, groups and/ or individuals: (i) in the County of Cumbria and its immediate neighbourhood (the ‘Principal Area of Benefit'); and/ or (ii) outside the Principal Area of Benefit provided that the support and/ or promotion of such communities, organisations, groups and/ or individuals is ancillary to the support of charitable purposes benefitting the Principal Area of Benefit; and/ or (iii) outside the Principal Area of Benefit where grants or other payments are made from a fund held by the Company where such fund is also to benefit charitable purposes in the Principal Area of Benefit, and/ or(B) any other charitable purpose for the benefit of A (i) and/ or (ii) and/ or (iii) above, and reference to ‘Cumbria’ in this Memorandum of Association is the area defined by reference to the administrative areas set out in column 2 of Schedule 1 to the Local Government Act 1972 against ‘Cumbria’ in column 1, and will remain that area described notwithstanding any amendment under any future Local Government reorganisation.

Defined Area of Benefit:

COUNTY OF CUMBRIA AND ITS IMMEDIATE NEIGHBOURHOOD

Data Sources