Finance Score: -5

Governance Score: 6

Support Score: 4

Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 5

THE GATEWAY GROUP

Making grants to support the voluntary sector in South Lakeland

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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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 and was significantly lower than spending in the latest year

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
31/03/23		£0	£33	£-33	n/a	n/a	n/a	n/a	n/a
31/03/22		£89	£77	£11	n/a	n/a	n/a	n/a	n/a
31/03/21		£132	£119	£13	n/a	n/a	n/a	n/a	n/a
31/03/20		£98	£87	£11	n/a	n/a	n/a	n/a	n/a
31/03/19		£21	£15	£6	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£1	£1	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

https://www.ageuksl.org.uk

htomlinson@ageuksouthlakeland.org.uk

01539728118

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

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
Cumbria Community Foundation - SL Collective: staff, fuel, phone,IT, food costs
£43,445	17/06/2020 3	SL Collective: staff, fuel, phone,IT, food costs
National Lottery Community Fund - Strengthening South Lakeland Communities
£9,967	16/10/2019 12	Strengthening South Lakeland Communities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

LESLEY GILL Appointed: 2023

ALISON AMBROSE Appointed: 2022

ALISON STAINTHORPE Appointed: 2022

CLAIRE PARK Appointed: 2016

DEBORAH MARSDEN Appointed: 2022

GERALD PICKERSGILL Appointed: 2022

HUGH TOMLINSON Appointed: 2016

PAMELA MARY LEWIS Appointed: 2019

PHILLIP WHITELEY (Chair) Appointed: 2022

KAREN EVANS Appointed: 2016, Occupation: Bureau Manager, Other trusteeship: CITIZENS ADVICE CUMBRIA,

Legal constitution

Charity registered in England & Wales on 07/02/2017, number: 1171523

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

6 returns made; AR18: 104 days late,

Main office

Age UK
17 Finkle Street
KENDAL
LA9 4AB

Objectives

THE CHARITY’S OBJECTS (“OBJECTS”) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:THE PROMOTION OF THE VOLUNTARY SECTOR IN THE DISTRICT OF SOUTH LAKELAND FOR THE BENEFIT OF THE PUBLIC BY PROVIDING MANAGEMENT, GOVERNANCE AND OTHER SUPPORT TO SMALL CHARITIES AND VOLUNTARY ORGANISATIONS THAT PROVIDE A WIDE RANGE OF INFORMATION, SUPPORT AND SERVICES. (SOUTH LAKELAND IS DEFINED BY THE AREA OF SOUTH CUMBRIA THAT RECEIVES LOCAL COUNCIL SERVICES FROM SOUTH LAKELAND DISTRICT COUNCIL)‘THE VOLUNTARY SECTOR’ MEANS CHARITIES AND VOLUNTARY ORGANISATIONS.CHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Data Sources