Finance Score: 5

Governance Score: 3

Support Score: 3

Strong growth: +2
Fundraising costs low: +3

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 11

MORECAMBE BAY PARTNERSHIP

Morecambe Bay Partnership celebrates and encourages greater understanding and enjoyment of the Bay area's natural, cultural and historic assets; conserves the unique wildlife, culture and heritage; connects people with their place and with one another to improve their quality of life; and collaborates with key partners and the local community.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
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

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		£525	£485	£40	£29	£334	£128	3.2	13	30
31/03/22		£362	£423	£-61	n/a	n/a	n/a	n/a	n/a	600
31/03/21		£337	£329	£8	n/a	n/a	n/a	n/a	n/a	600
31/03/20		£353	£237	£116	n/a	n/a	n/a	n/a	n/a	600
31/03/19		£174	£104	£70	n/a	n/a	n/a	n/a	n/a	250
31/03/18	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.6%
Fundraising Costs/Total Spending: 6%
Highest pay band: Less than £60,000
Liabilities/Assets: 54%
Liabilities/Income: 74%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 1.7

Asset Split ?

Established: 7 years

www.morecambebay.org.uk

info@morecambebay.org.uk

07880 345754

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Cumbria, Lancashire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

13 employees
30 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Morecambe Bay Partnership
£50,000	19/10/2020	COVID19Morecambe Bay Partnership

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

KERRY POWELL Appointed: 2017

AMANDA DELIA FINAN Appointed: 2020

EMMA PARSONS Appointed: 2017

GEORGINA YOUNG Appointed: 2020

HELEN KEMP Appointed: 2023

MARK HOLROYD Appointed: 2020

ROSIE LOUISE SAXTON Appointed: 2023

THOMAS BURDITT (Chair) Appointed: 2017

DR WILLIAM DERMOT SHANNON Appointed: 2020, Other trusteeships: CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY, PRESTON AND DISTRICT CITIZENS ADVICE BUREAU, INGOL AND TANTERTON COMMUNITY TRUST LIMITED, TANTERTON VILLAGE CENTRE LIMITED,

HARRISON STEWART Appointed: 2023, Other trusteeship: LANCASTER UNIVERSITY STUDENTS' UNION,

Legal constitution

Charity registered in England & Wales on 20/06/2017, number: 1173489

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

6 returns made; AR18: 1 days late,

Recent reorganisation events:

Asset transfer in from MORECAMBE BAY PARTNERSHIP on 20/06/2022

Main office

Stricklandgate House
92 Stricklandgate
KENDAL
CUMBRIA
LA9 4PU

Objectives

THE OBJECTS OF THE CIO ARE:1) TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF MORECAMBE BAY FOR PUBLIC BENEFIT, IN PARTICULAR THROUGH THE PROTECTION AND MAINTENANCE OF THE BAY'S COASTAL AND MARINE ENVIRONMENTS.2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE NATURAL AND CULTURAL HISTORY, CONSERVATION, ENVIRONMENT AND MANAGEMENT OF MORECAMBE BAY.3) TO DEVELOP THE CAPACITY AND SKILLS OF THE MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITY OF MORECAMBE BAY IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY.4) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION OR LEISURE TIME OCCUPATION OF INDIVIDUALS IN THE MORECAMBE BAY AREA WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIALCIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Data Sources