Finance Score: -5
Governance Score: -2
Support Score: 0
  • Multiple Deficits and declines: -5
  • No PartB
  • No volunteer policy: -2
  • Large volunteers +3
Overall GiG Score: -4 ?

ST HERBERT'S (KESWICK) SCHOOL FUND 

The aims of the charity are for the advancement of the education of the pupils of the school by providing or assisting in the provision of educational recreational and other charitable facilities
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management 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 and on several occasions in recent years less than spending

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*£23£32£-9n/an/an/an/an/a10
31/03/22£16£34£-18n/an/an/an/an/a0
31/03/21£7£6£1n/an/an/an/an/a0
31/03/20£48£53£-5n/an/an/an/an/a1
31/03/19£38£36£2n/an/an/an/an/a0
31/03/18£25£21£5£0£0£0n/a00
31/03/17£22£20£2£0£0£0n/a00
31/03/16£31£15£16£0£0£0n/a00
31/03/15£22£12£9£0£0£0n/a00
31/03/14£31£30£2£0£0£0n/a00
31/03/13£19£19£0£0£0£0n/a00
31/03/12£6£6£-1£0£0£0n/a00
31/03/11£19£19£0£0£0£0n/a00
31/03/10£23£23£0£0£0£0n/a00
31/03/09£19£21£-3£0£0£0n/a00
31/03/08£19£18£1£0£0£0n/a00
31/03/07£20£21£-1£0£0£0n/a00
31/03/06£23£20£3£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 19 years

017687 73017

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
  • Religious Activities
GiG Classification
  • School support organisations
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Cumbria,
Who it helps
  • Children/Young People
Who works here?
  • Unknown number of employees
  • 10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 12/04/2005, number: 1109006
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
18 returns made; AR23: 36 days late,
Main office

3 Allanby Close
Flimby
MARYPORT
Cumbria
CA15 8QP

Objectives

3. APPLICATION OF INCOMETHE TRUSTEES MUST APPLY THE INCOME OF THE CHARITY IN FURTHERING THE FOLLOWING OBJECT (THE OBJECT)THE ADVANCEMENT OF THE EDUCATION OF THE PUPILS OF ST HERBERT'S CHURCH OF ENGLAND (VOLUNTARY AIDED) PRIMARY AND NURSERY SCHOOL, KESWICK, CUMBRIA (HEREINAFTER THE SCHOOL) BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES NOT ORDINARILY FINANCED BY THE LOCAL EDUCATION AUTHORITY. IN FURTHERANCE OF THIS OBJECT BUT NOT FURTHER OR OTHERWISE THE TRUSTEES MAY UNDERTAKE ACTIVITIES WHICH PROMOTE THE CHARITABLE WORK OF THE SCHOOL AND FURTHER THE EDUCATION AND ADVANCEMENT IN LIFE OF THE PUPILS.

Defined Area of Benefit:

KESWICK, CUMBRIA

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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