Finance Score: -5

Governance Score: 1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly male board: -1

Large volunteers +3

Overall GiG Score: -1

THE APPLETHWAITE PARISH CENTRE TRUST

The Trust is a Grant Giving Charity restricted to Religious and Community activities within the Parish of St Mary Windermere

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
The Board is predominantly male

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
31/12/22	£13	£3	£10	n/a	n/a	n/a	n/a	n/a	1
31/12/21	£6	£28	£-21	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£9	£14	£-4	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£40	£3	£37	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£10	£20	£-10	£0	£0	£0	n/a	0	1
31/12/17	£24	£14	£10	£0	£0	£0	n/a	0	0
31/12/16	£33	£30	£3	£0	£0	£0	n/a	0	0
31/12/15	£10	£3	£7	£0	£0	£0	n/a	0	0
31/12/14	£24	£2	£21	£0	£0	£0	n/a	0	0
31/12/13	£36	£8	£28	£0	£0	£0	n/a	0	0
31/12/12	£23	£26	£-3	£0	£0	£0	n/a	0	0
31/12/11	£11	£11	£1	£0	£0	£0	n/a	0	0
31/12/10	£9	£14	£-4	£0	£0	£0	n/a	0	0
31/12/09	£11	£0	£11	£0	£0	£0	NAN	0	0
31/12/08	£14	£10	£4	£0	£0	£0	n/a	0	0
31/12/07	£14	£27	£-13	£0	£0	£0	n/a	0	0
31/12/06	£11	£0	£11	£0	£0	£0	NAN	0	0

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Highest pay bracket: less than £60,000

Established: 19 years

01539422364

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DR DAVID BOLTON Appointed: 2021

GRAEME CRESSWELL WOOD Appointed: 2018

IAN HENRY DURRELL Appointed: 2018

MARGARET ALICE DOUGLAS Appointed: 2018

REV LAWRENCE DAVID BASHAM Appointed: 2023, Other trusteeships: WINDERMERE SCHOOL ENDOWMENT, JOPSON'S EDUCATIONAL FOUNDATION,

BRENDAN JOSEPH BERNARD DRURY, Occupation: Accountant, Other trusteeship: BOWNESS AND WINDERMERE COMMUNITY CARE TRUST,

Legal constitution

Charity registered in England & Wales on 29/09/2005, number: 1111513

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

17 returns made; all on time

Main office

North Wood
Patterdale Road
Windermere
LA23 1NQ

Objectives

1. FOR THE CONSERVATION, RESTORATION, MAINTENANCE, IMPROVEMENT AND RECONSTRUCTION OF THE CHURCH, CHURCHYARD, GROUNDS AND ASSOCIATED BUILDINGS OF ST MARY, WINDERMERE, CUMBRIA, INCLUDING THE FABRIC, FIXTURES AND FITTINGS AND FOR SUCH OTHER CHARITABLE PURPOSES IN CONNECTION WITH WORK THE CHURCH AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.2. FOR SUCH GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE PARISH ST MARY WINDERMERE AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

PARISH OF ST MARY'S WINDERMERE, CUMBRIA

Data Sources