Finance Score: -9

Governance Score: 9

Support Score: 9

Poor Liquidity: -1
Strong growth: +2
Multiple Deficits and declines: -5
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 9

LAKELAND ARTS

Lakeland Arts operates Abbot Hall Art Gallery, Blackwell Arts & Crafts House and the Museum of Lakeland Life and Industry in the Lake District, Windermere Jetty Museum ,

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

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	£2,804	£3,269	£-465	£1,159	£16,639	£73	0.3	75	148
31/03/22	£2,743	£3,835	£-1,092	£947	£16,876	£-21	-0.1	55	16
31/03/21	£3,248	£2,191	£1,058	£636	£17,868	£-81	-0.4	70	5
31/03/20	£3,678	£3,495	£184	£1,201	£19,405	£-317	-1.1	100	134
31/03/19?	£5,558	£2,828	£2,731	£701	£19,117	£-2,158	-9.2	130	147
31/12/17	£6,505	£3,070	£3,434	£490	£14,976	£-378	-1.5	60	0
31/12/16	£7,825	£2,243	£5,582	£1,709	£11,466	£97	0.5	48	0
31/12/15	£3,064	£1,925	£1,139	£449	£5,260	£631	3.9	45	0
31/12/14	£3,335	£2,471	£864	£553	£2,783	£481	2.3	48	0

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Financial Ratios

Fundraising Costs/Relevant Income: 74.8%
Fundraising Costs/Total Spending: 35.5%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 8%
Liabilities/Income: 54%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0.3 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.6

Asset Split ?

Established: 11 years

www.lakelandarts.org.uk

info@lakelandarts.org.uk

015394888060

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Cumbria, Lancashire,

Who it helps

The General Public/Mankind

Who works here?

75 employees
148 volunteers

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.

Major supporters in last 5 years

DCMS	£1,014,811
Wolfson Foundation	£250,000
National Lottery Heritage Fund	£250,000
Garfield Weston Foundation	£200,000
John Ellerman Foundation	£95,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Lakeland Arts Trust
£0	07/12/2022	'Testing Ground' at Abbot Hall Art Gallery. Grant of £20,250 under DCMS Wolfson Museums and Galleries Improvement Fund (round 14, grant ref. 21866). (WF contributing 50% of total grant of £40,500).
DCMS - Culture Recovery Fund: Continuity Support
£348,783	27/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.
Architectural Heritage Fund - Grant to Lakeland Arts
£15,000	04/05/2021	Old Grammar School
Garfield Weston Foundation - WCF award - COVID19 response
£200,000	05/02/2021	Weston Culture Fund
Cumbria Community Foundation - House of the Setting Sun
£1,175	20/01/2021	House of the Setting Sun
National Lottery Heritage Fund - Grant to Lakeland Arts
£250,000	09/09/2020	COVID19: Lakeland Arts
DCMS - Lakeland Arts Culture Recovery Fund Application
£243,408	01/04/2020	To support Arts and Culture throughout England
DCMS - Lakeland Arts Culture Recovery Fund 2 Application
£405,920	01/04/2020	To support Arts and Culture throughout England
Wolfson Foundation - Grant to Lakeland Arts Trust
£250,000	05/12/2019	‘Works on Paper’ gallery within redeveloped Abbot Hall Art Gallery
DCMS - Hugh Mackay Baillie Scott Secretaire c.1900 at Blackwell, The Arts & Crafts House
£16,700	29/10/2019	Hugh Mackay Baillie Scott Secretaire c.1900 at Blackwell, The Arts & Crafts House
John Ellerman Foundation - Salaries of curatorial posts at Abbot Hall Art Gallery
£95,000	23/05/2019 36	Towards the salary costs of a Collection Management Assistant and Curatorial and Programming Assistant to safeguard and develop curatorial skills during the capital development of Abbot Hall
The Pilgrim Trust - Grant to Lakeland Arts
£25,000	14/11/2018 8	Restoration of MV Penelope: Windermere Jetty Museum of Boats
National Lottery Heritage Fund - Grant to Lakeland Arts
£229,500	24/10/2018	Lakeland Arts Resilience 2018 - 2022
Garfield Weston Foundation - Major Grants award
£100,000	11/10/2017	Windermere Jetty Museum of Boats, Steam and Stories
National Lottery Heritage Fund - Grant to Lakeland Arts
£66,900	02/09/2014	The Blackwell Project: An Arts & Crafts Story

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-74

ANDREW BLACK Appointed: 2024, Occupation: Director

ANNE MARGARET LYLES Appointed: 2022, Occupation: Freelance Art Historian And Curator

EMMA SCOTT Appointed: 2021, Occupation: Director

ERIC GEORGE KENTLEY Appointed: 2019, Occupation: Trustee

KATHARINE JANE SLINN KNIGHT Appointed: 2023, Occupation: Director

KERRY MARIE HOWARTH Appointed: 2021, Occupation: Primary Art And Design Specialist

MARIA BENJAMIN Appointed: 2021, Occupation: Business Owner

TIMOTHY LEACH Appointed: 2023, Occupation: Retired

AKASH KARWA Appointed: 2022, Occupation: Business Consultancy, Other trusteeship: LAKELAND ARTS SUPPORT TRUST,

GARY FRANCIS RYCROFT Appointed: 2021, Occupation: Solicitor, Other trusteeships: THE GALBRAITH TRUST, THE RIDDING TRUST, THE ELSPETH J THOMPSON CHARITABLE TRUST, SILVER STORIES,

SUSAN ANNE CREWE Appointed: 2015, Occupation: Consultant Editor

DIANE REID Appointed: 2021, Occupation: Not Specified, Other trusteeships: HCPT (HOSANNA HOUSE AND CHILDREN'S PILGRIMAGE TRUST), ASSOCIATION OF CHAIRS,

Legal constitution

Charitable company registered in England & Wales on 22/07/2013, number: 1153001
Registered at Companies House on 31/07/2012, number: 08162578

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events 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
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

9 returns made; all on time

Main office

Abbot Hall Art Gallery
Kirkland
KENDAL
Cumbria
LA9 5AL

Objectives

1. THE ADVANCEMENT OF THE ARTS, CULTURE, HERITAGE OR SCIENCE AND FOR THE CONSERVATION OF THE ENVIRONMENT AND HERITAGE OF CUMBRIA AND NORTH LANCASHIRE, INCLUDING BY:THE ESTABLISHMENT AND MAINTENANCE OF PUBLIC ART GALLERIES AND MUSEUMS FOR THE BENEFIT OF THE PUBLIC TO INCLUDE THE CARE, MANAGEMENT AND DISPLAY OF THE PERMANENT COLLECTIONS OF THE TRUST ESTABLISHED BY DECLARATION OF TRUST DATED 9TH AUGUST 1957 AND SUBSEQUENTLY AMENDED BY MULTIPLE DEEDS OF VARIATION AND NOW KNOWN AS 'THE LAKELAND ARTS TRUST' ('THE ORIGINAL TRUST') AND ANY OTHER COLLECTIONS, GROUPINGS, DISPLAYS OR INDIVIDUAL ITEMS FROM ANY OTHER BODY;2. SUCH OTHER PUBLIC CHARITABLE PURPOSES TENDING TO ADVANCE ARTISTIC, HISTORICAL OR INTELLECTUAL INTERESTS IN THE SAID AREA WHICH CAN CONVENIENTLY BE PROMOTED IN COMBINATION WITH THE PURPOSE AFORESAID; AND3. SUCH OTHER CHARITABLE OBJECTS AS THE COMPANY SHALL FROM TIME TO TIME DETERMINE.

Data Sources