Finance Score: -5

Governance Score: 2

Support Score: 2

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -1

SETMURTHY PARISH HALL

Setmurthy Parish Hall is the only meeting place in the Parish of Setmurthy. The property is used for a variety of events organised by the trustees and individuals for the enjoyment of the community and fund raising. Meetings are held in the building by local interest groups. The property is available for hire for private events.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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
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
30/09/22		£4	£2	£2	n/a	n/a	n/a	n/a	n/a	0
30/09/21		£1	£1	£-1	n/a	n/a	n/a	n/a	n/a	0
30/09/20		£13	£13	£0	n/a	n/a	n/a	n/a	n/a	18
30/09/19	*	£19	£35	£-16	n/a	n/a	n/a	n/a	n/a	15
30/09/18		£18	£2	£16	£0	£0	£0	n/a	0	18

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Highest pay bracket: less than £60,000

Established: 7 years

Not Applicable

JACKIE.SIMPSON456@BTINTERNET.COM

07736837132

Charity Commission for England and Wales

Listed activities

Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

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
Garfield Weston Foundation - Main Grants award
£5,000	07/02/2020	Weatherproofing and refurbishment project
Cumbria Community Foundation - Refurbishment of Parish Hall
£5,000	05/12/2019	Refurbishment of Parish Hall
National Lottery Community Fund - Heating and services upgrade
£10,000	09/08/2018 12	The funding will be used to upgrade the village hall's heating, plumbing and electrical system so it can be used more frequently and accommodate more groups.
Cumbria Community Foundation - Parish Hall Heating
£5,000	22/06/2018	Parish Hall Heating
Cumbria Community Foundation - Weatherproofing the Hall
£5,000	13/06/2018	Weatherproofing the Hall

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BRIAN GEORGE MARRS Appointed: 2017

CHRISTOPHER MCGRATH (Chair) Appointed: 2023

JACKIE MCGRATH Appointed: 2017

NICOLA JEAN LAWS Appointed: 2017, Other trusteeship: SETMURTHY EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 18/09/2017, number: 1174689

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

5 returns made; AR19: 14 days late,

Main office

Elm Cottage
Setmurthy
COCKERMOUTH
Cumbria
CA13 9SJ

Objectives

THE OBJECTS OF THE CIO ARE TO ESTABLISH AND RUN A PARISH HALL AND TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF THE PARISH OF SETMURTHY AND ITS NEIGHBOURHOOD (AREA OF BENEFIT) WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, AGE, DISABILITY, NATIONALITY, RACE OR POLITICAL, RELIGIOUS OR OTHER OPINIONS THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID INHABITANTS.

Data Sources