Finance Score: -2
Governance Score: -3
Support Score: 5
  • Multiple Deficits: -2
  • No PartB
  • All male board: -3
  • Large volunteer base +3
  • Overall weighted support: +2
Overall GiG Score: 0 ?

THE OUTLOOK TRUST FOR THE VISUALLY IMPAIRED

Provides outdoor activities such as sailing, cycling and kayaking to visually impaired and/or otherwise disabled young people.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

  • Why is the Board completely male?

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • 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
31/12/23£38£27£11n/an/an/an/an/an/a
31/12/22£40£60£-21n/an/an/an/an/an/a
31/12/21£27£16£11n/an/an/an/an/an/a
31/12/20£13£9£4n/an/an/an/an/an/a
31/12/19*£14£17£-2n/an/an/an/an/an/a
31/12/18£41£35£6n/an/an/an/an/an/a
31/12/17*£35£35£-1n/an/an/an/an/an/a
31/12/16£36£22£14n/an/an/an/an/an/a
31/12/15*£28£31£-3n/an/an/an/an/an/a
31/12/14*£38£21£18n/an/an/an/an/an/a
31/12/13*£21£25£-4n/an/an/an/an/an/a
31/12/12*£27£25£2n/an/an/an/an/an/a
31/12/11£33£35£-3n/an/an/an/an/an/a
31/12/10£40£28£12n/an/an/an/an/an/a
31/12/09?£29£26£3n/an/an/an/an/an/a
30/09/08£23£12£11n/an/an/an/an/an/a
30/09/07£14£20£-6n/an/an/an/an/an/a
30/09/06£13£14£-1n/an/an/an/an/an/a
30/09/05£19£18£1n/an/an/an/an/an/a
30/09/04£15£12£3n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 24 years

www.outlooktrust.org.uk

jeffdaviesa1@yahoo.co.uk

07929466707

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • Disability
GiG Classification
  • Services for people with disabilities
How it operates
  • Provides human resources
Where it operates
  • Cumbria,
Who it helps
  • Children/Young People
  • People With Disabilities

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.

Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - 2023 Residential Breaks for Visually Impaired Children
£7,410 07/10/2022
The funding will be used to provide six residential outdoor activity-based breaks at the Lakes in Cumbria for blind and visually impaired children. This project aims to provide children with opportunities to interact and develop independence and ....more
Sir George Martin Trust - Grant to Outlook Trust
£2,000 07/07/2021
Core costs for Disability Support & Activities
National Lottery Community Fund - The Outlook Trust
£10,000 11/06/2021
The funding will be used to provide activity based residential weekend breaks for blind and visually impaired children and young people. This aims to boost their mental and physical wellbeing and reduce isolation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Gender Split

  • BRIAN HARRINGTON
  • JEFF DAVIES
  • JOHN STUART LEE Appointed: 2011
  • JONATHAN CORMACK Appointed: 2022
Legal constitution
  • Charity registered in England & Wales on 12/07/2000, number: 1081540
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • 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; AR19: 208 days late, AR17: 28 days late, AR15: 37 days late, AR14: 2 days late, AR13: 116 days late, AR12: 1 days late,
Main office

11 Peacock Lane
Hest Bank
LANCASTER
LA2 6JA

Objectives

TO PROMOTE AND FACILITATE OUTDOOR ACTIVITIES FOR YOUNG PEOPLE WITH A VISUAL IMPAIRMENT AND / OR OTHER DISABILITIESTO ENCOURAGE YOUNG PEOPLE WITH A VISUAL IMPAIRMENT AND / OR OTHER DISABILITIES TO DEVELOP INDEPENDENCE AND CONFIDENCE, AND TO FOSTER A SENSE OF ADVENTURE AND SPIRIT

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great