Finance Score: -3

Governance Score: 8

Support Score: 1

Volatile income: -3
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 6

SOUTH LAKELAND HYDROTHERAPY LIMITED

Raises funds to support the provision of Hydrotherapy for those who need and benefit from the therapy, especially those with disability or chronic conditions, in the area of South Cumbria

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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:

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
Income has been volatile recently

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		£33	£24	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£35	£30	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£77	£56	£21	n/a	n/a	n/a	n/a	n/a	9
31/03/20		£77	£218	£-140	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£57	£22	£35	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£43	£4	£39	£0	£0	£0	n/a	0	0
31/03/17		£38	£36	£2	£0	£0	£0	n/a	0	0
31/03/16	*	£41	£3	£39	£0	£0	£0	n/a	0	0
31/03/15		£62	£32	£31	£0	£0	£0	n/a	0	0
31/03/14		£45	£72	£-27	£0	£0	£0	n/a	0	0
31/03/13		£53	£207	£-154	£0	£0	£0	n/a	0	0
31/03/12		£59	£26	£33	£0	£0	£0	n/a	0	0
31/03/11	*	£72	£29	£43	£0	£0	£0	n/a	0	0
31/03/10		£48	£44	£5	£0	£0	£0	n/a	0	0
31/03/09		£62	£33	£29	£0	£0	£0	n/a	0	0
31/03/08		£54	£45	£10	£0	£0	£0	n/a	0	0
31/03/07		£36	£26	£10	£0	£0	£0	n/a	0	0
31/03/06		£51	£25	£26	£0	£0	£0	n/a	0	0
31/03/05		£63	£21	£42	£0	£0	£0	n/a	0	0
31/03/04		£34	£7	£27	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 22 years

colin.ranshaw@gmail.com

015395 67623

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides other finance

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

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
Co-Operative Group - Grant to South Lakeland Hydrotherapy Trust
£4,178	15/11/2019	We wish to install roof solar panels to reduce energy consumption and heat loss, and make Sandgate Pool more sustainable and efficient.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 40-76

PARRICIA GLENNON Appointed: 2022, Occupation: Trustee

DAVID LEE STEVENS Appointed: 2017, Occupation: Accountant

JOHN WILLIAM HOGG Appointed: 2023, Occupation: Company Director

NADINE PATRICIA SCOTT Appointed: 2017, Occupation: Retired

RUTH POWER Appointed: 2015, Occupation: Financial Services Manager

COLIN RANSHAW (Chair) Appointed: 2012, Occupation: ., Other trusteeships: STRICKLANDGATE HOUSE TRUST LIMITED, SOUTH LAKES CITIZENS ADVICE BUREAU,

Legal constitution

Charitable company registered in England & Wales on 22/10/2002, number: 1094280
Registered at Companies House on 03/05/2002, number: 04431230

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR16: 26 days late, AR11: 2 days late,

Main office

c/o Clarke Jefferies
Clawthorpe Hall Business Centre
Burton-in-Kendal
CARNFORTH
Cumbria
LA6 1NU

Objectives

THE RELIEF OF SICKNESS AND THE PRESERVATION OF GOOD HEALTH AMONG THE INHABITANTS OF AND VISITORS TO THE AREA OF SOUTH LAKELAND AND SURROUNDING DISTRICTS THROUGH THE PROVISION OF EQUIPMENT, FACILITIES AND SERVICES IN CONNECTION WITH THE PROVISION OF HYDROTHERAPY FACILITIES.

Defined Area of Benefit:

SOUTH LAKELAND AND SURROUNDING DISTRICTS

Data Sources