Finance Score: 2

Governance Score: 4

Support Score: 0

Strong growth: +2
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +5

Overall GiG Score: 11

MATTERDALE COMMUNITY ASSOCIATION

The Matterdale Community Association (MCA) is a charity (No 1151528) which has been set up to promote social, recreational and educational activities for the benefit of the Matterdale community, and to provide educational activities and grants to young people. It hopes, in due course, to be able to establish a community centre, which will be the focus of community and educational activities

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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

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		£5	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£2	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£7	£4	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 12 years

WWW.MATTERDALE.ORG

01768482170

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes
Recreation

GiG Classification

Social clubs and similar

How it operates

Makes grants to individuals
Other charitable activities
Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Children/Young People
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.

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - Marquee hire for Jubilee celebration
£995	17/02/2022	Marquee hire for Jubilee celebration

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

ALISON BALL Appointed: 2023

DAVID GEORGE RICHARD HARRISON Appointed: 2017

DR BRIAN DRUMMOND CLARK Appointed: 2015

EMMA RACHEL BRAY Appointed: 2016

HENDRIKA JOHANNA WILLIAMS Appointed: 2023

JANE NEWPORT Appointed: 2015

MARK NIXON Appointed: 2013

PETER MICHAEL CROFTS Appointed: 2015

PATRICIA MARY ROSE PALMER Appointed: 2020

SIMON JOHN BALL Appointed: 2023

STEPHEN MORRISS WILLIAMS Appointed: 2023

VERONICA ANNE GORE (Chair) Appointed: 2015

Legal constitution

Charity registered in England & Wales on 05/04/2013, number: 1151528

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; AR14: 291 days late,

Main office

Old Vicarage
Matterdale
PENRITH
CA11 0LD

Objectives

(I)TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF MATTERDALE AND ADJACENT PARISHES WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, BY ASSOCIATING TOGETHER THE SAID INHABITANTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND OTHER LEISURE TIME OCCUPATIONS WITH THE OBJECTS OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID INHABITANTS;(II)TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE (HEREINAFTER CALLED 'THE CENTRE') AND TO MAINTAIN AND MANAGE THE SAME(WHETHER ALONE OR IN CO-OPERATION WITH ANY LOCAL AUTHORITY OR PERSON OR BODY) IN FURTHERANCE OF THESE OBJECTS; AND (III) TO ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC THROUGH THE PROVISION OF EDUCATIONAL GRANTS TO YOUNG PEOPLE UNDER THE AGE OF 25 WHO ARE RESIDENT IN MATTERDALE WITH ANY FUNDS THAT ARE NOT REQUIRED FOR THE MAINTENANCE OR DEVELOPMENT OF THE PROPERTY.

Defined Area of Benefit:

THE INHABITANTS OF MATTERDALE AND ADJACENT PARISHES

Data Sources

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