Finance Score: 0

Governance Score: 4

Support Score: 10

No PartB

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +10

Overall GiG Score: 14

VOLUNTARY ACTION CUMBRIA

To promote any charitable purposes for the benefit of the community in Cumbria and in particular the advancement of education, the protection of health and the relief of poverty, distress and sickness

Analysis by Giving is Great

Positives:

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 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:

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
31/03/23		£372	£346	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£196	£248	£-53	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£264	£265	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£309	£297	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£266	£255	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£262	£255	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£237	£200	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£213	£186	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£254	£203	£51	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£337	£362	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£506	£513	£-7	£12	£162	£162	3.8	6	0
31/03/12		£546	£545	£1	£15	£169	£169	3.7	9	0
31/03/11		£626	£647	£-21	£10	£168	£168	3.1	10	0
31/03/10		£504	£526	£-22	£6	£189	£189	4.3	12	0
31/03/09		£531	£516	£14	£18	£211	£211	4.9	11	0
31/03/08		£870	£843	£28	£6	£197	£197	2.8	11	0
31/03/07		£1,274	£1,201	£72	£39	£169	£169	1.7	20	0
31/03/06		£1,626	£1,560	£66	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£1,748	£1,764	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£2,115	£2,126	£-12	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: 25 years

www.cumbriaaction.org.uk

info@cumbriaaction.org.uk

01768 425666

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

General Community services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Cumbria,

Who it helps

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 Community Fund	£300,000
Esmee Fairbairn	£153,395
Cumbria Community Foundation	£60,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Rural and Community support
£300,000	15/02/2023	This funding will be used by Voluntary Action Cumbria known as Action for Communities in Cumbria to support communities help themselves building capacity and sustainability in their places and spaces. The project aims to help community projects ....more This funding will be used by Voluntary Action Cumbria known as Action for Communities in Cumbria to support communities help themselves building capacity and sustainability in their places and spaces. The project aims to help community projects understand their impact; build their sustainability and be aware of their carbon and social value. They want to enable communities to be able to express their needs so that they are clear how and who to work with while retaining local control.
Esmee Fairbairn - Grant to Action with Communities in Cumbria
£13,945	06/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Cumbria Community Foundation - ENWL Storm Arwen Facilitation Support
£60,000	23/09/2022 11	ENWL Storm Arwen Facilitation Support
Esmee Fairbairn - Grant to Action with Communities in Cumbria
£139,450	30/03/2022 24	Towards unrestricted core costs to drive delivery of sustainable, thriving communities in the Lake District National Park making it the best place it can be for the communities that live, work and visit
National Lottery Community Fund - Fit for the Future
£181,422	21/02/2019 60	Fit for the Future

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-72

ALAN MCVIETY Appointed: 2002, Occupation: Chartered Accountant

DR DEBBIE FREAKE Appointed: 2023

EDWARD CHARLES ECROYD Appointed: 2016, Occupation: Estate And Hotel Manager

FRANCIS JAMES PARK WEBSTER Appointed: 2014, Occupation: Farmer

JUAN SHIMMIN Appointed: 2023, Occupation: Infrastructure Lead - Cumbria Youth Alliance

MRS LIZ CLEGG

NIGEL CURRY Appointed: 2023, Occupation: Retired

SAMANTHA BRAMWELL Appointed: 2016, Occupation: Local Authority Officer

SUSAN CASTLE-CLARKE Appointed: 2013, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 24/05/2000, number: 1080875
Registered at Companies House on 23/03/2000, number: 03957858

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
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 2 days late, AR16: 1 days late, AR05: 2 days late,

Main office

Office Q
Skirsgill Business Park
Penrith
CA11 0FA

Objectives

(I) TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF CUMBRIA AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS(II) TO PROMOTE AND ORGANISE CO-OPERATION IN THE ACHIEVEMENT OF THE ABOVE PURPOSES AND TO THAT END TO BRING TOGETHER REPRESENTATIVES OF THE STATUTORY AUTHORITIES AND VOLUNTARY ORGANISATIONS IN FURTHERANCE OF THE ABOVE PURPOSES WITHIN THE COUNTY OF CUMBRIA

Defined Area of Benefit:

THE COUNTY OF CUMBRIA

Data Sources

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