Finance Score: -5

Governance Score: -1

Support Score: 3

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
All female board: -3

Overall weighted support: +3

Overall GiG Score: -3

KENDAL DEMENTIA ACTION ALLIANCE

To assist people living with dementia and their carers throughout South Lakeland by providing information in relation to local services, activities and events. Monthly Hub sessions held - see Kendal Dementia Action Alliance website or facebook page for further information.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Why is the Board completely female?
Over half the Board have joined recently

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
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		£10	£8	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£8	£9	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£8	£9	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£14	£10	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£5	£7	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£16	£7	£9	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

http://www.dementiaaction.org.uk/local_allian

KendalDAA@gmail.com

07771682378

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Outpatient support services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Cumbria,

Who it helps

Elderly/Old People
People With Disabilities

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.

Major supporters in last 5 years

Cumbria Community Foundation	£8,376
National Lottery Community Fund	£7,840
McCarthy Stone Foundation	£500

Specific Donations

Amount	When Months	To be used for
McCarthy Stone Foundation - 2022 Dementia Action Week
£500	16/05/2022	Small Grants up to £1,000 to support local dementia groups and memory cafes
National Lottery Community Fund - Kendal Dementia Action Allliance
£7,840	29/04/2022	The funding will enable the organisation to continue providing rural dementia hubs for people living with dementia their families and carers in Kendal and surrounding areas. The project will provide information advice and signposting to promote ....more The funding will enable the organisation to continue providing rural dementia hubs for people living with dementia their families and carers in Kendal and surrounding areas. The project will provide information advice and signposting to promote health and wellbeing with the aim of reducing isolation and improving the support and mental wellbeing of those affected by the condition.
Cumbria Community Foundation - Staff costs
£5,376	17/12/2020	Staff costs
Cumbria Community Foundation - Wages for Charity Co-ordinator
£3,000	23/01/2020	Wages for Charity Co-ordinator

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

JUDY CLAIRE CLAY Appointed: 2019

KAREN LOUISE BIMPSON Appointed: 2024

MIRIAM BAIRD Appointed: 2018

SHE/THEY JADE GIBSON Appointed: 2022

SUE ROBB Appointed: 2024

VIVIENNE PIKE Appointed: 2022

Legal constitution

Charity registered in England & Wales on 20/09/2017, number: 1174741

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Social media policy and procedures

Filing Record

6 returns made; AR18: 140 days late,

Main office

23B Stankelt Road
Silverdale
Carnforth
Lancashire
LA5 0TF

Objectives

THE OBJECTS OF THE CIO ARE: TO PROMOTE AND PROTECT GOOD HEALTH FOR THE PUBLIC BENEFIT OF THOSE AFFECTED BY DEMENTIA IN KENDAL AND THE SURROUNDING AREAS THROUGH THE PROVISION OF INFORMATION AND ADVICE TO MAKE PEOPLE MORE ATTENTIVE TO THE NEEDS AND INTERESTS OF THOSE AFFECTED BY DEMENTIA.

Defined Area of Benefit:

IN KENDAL AND THE SURROUNDING AREAS

Data Sources

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