Finance Score: 0

Governance Score: -2

Support Score: 3

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

No volunteer policy: -2

Grant maker support: +3

Overall GiG Score: 1

THE BORROWDALE INSTITUTE

Provision of a hall for the leisure and education of residents and visitors to the valley

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker and there are significant future grants due to be received

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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 recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23	*	£33,690	£58,879	£-25,189	10
31/03/22		£103,899	£222,665	£-118,766	0
31/03/21		£250,866	£179,362	£71,504	0
31/03/20		£35,313	£19,003	£16,310	12

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

malcolmstonestreet@gmail.com

01768777671

Charity Commission for England and Wales

Listed activities

Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria,

Who works here?

Unknown number of employees
10 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 Community Fund - Renovation of the Borrowdale Institute – Phase 2
£10,000	26/05/2023	The funding will be used to replace the hall flooring in this well used community hub which is becoming rapidly unsafe and hazardous. The project aims to ensure this final stage of renovations is ....more The funding will be used to replace the hall flooring in this well used community hub which is becoming rapidly unsafe and hazardous. The project aims to ensure this final stage of renovations is complete to allow it's many service users to be able to attend the hall.
Cumbria Community Foundation - Tables and chairs for Herdwick Suite
£1,000	05/05/2021	Tables and chairs for Herdwick Suite
National Lottery Community Fund - The renovation of the Borrowdale Institute
£73,308	18/03/2020 12	The funding will go towards the cost of the refurbishment of The Borrowdale Institute, a community village hall, which remains a focal point for the community. The hall hosts such as the Annual ....more The funding will go towards the cost of the refurbishment of The Borrowdale Institute, a community village hall, which remains a focal point for the community. The hall hosts such as the Annual Farmers' Dinner, photography classes, school sports and drama activities. They have been working hard to secure support from within the community, and beyond, to realise their aspiration of modernising and securing their building for future generations and visitors.
Cumbria Community Foundation - Borrowdale Institute refurbishment
£5,000	19/12/2018	Borrowdale Institute refurbishment

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ADRIAN PAYE Appointed: 2019

CRAIG FEARON Appointed: 2019

JOHN POSTANS Appointed: 2020

LEWIS HARRISON Appointed: 2019

MARGARET JULIA BRAITHWAITE Appointed: 2023

NIGEL DIXON (Chair) Appointed: 2019

PAMELA COOKE Appointed: 2019

PENELOPE MARY DEZOUCHE COOKE Appointed: 2023

RALF SMITS Appointed: 2019

REV CHARLES HENRY HOPE Appointed: 2019, Other trusteeships: BRAITHWAITE CHARITIES, ABRAHAM FISHER'S FOUNDATION, BORROWDALE CHARITABLE TRUST, THE BATTERSBY HALL CHARITY, FRIENDS OF KESWICK ST JOHN'S, TWO'S COMPANY KESWICK, KESWICK AREA FOOD SHARE, THE ECCLESIASTICAL PARISH OF KESWICK ST JOHN,

REV DR MARK RADCLIFFE Appointed: 2023, Occupation: Charity Trustee, Other trusteeship: SACRED SPACE FOUNDATION,

Legal constitution

Charity registered in England & Wales on 03/01/2019, number: 1181396

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

4 returns made; AR23: 26 days late,

Main office

Borrowdale Institute
Rosthwaite
KESWICK
CA12 5XB

Objectives

THE OBJECT OF THE CHARITY SHALL BE THE PROVISION AND MAINTENANCE OF A VILLAGE HALL FOR THE USE OF THE INHABITANTS OF THE PARISH OF BORROWDALE (HEREINAFTER CALLED THE ‘AREA OF BENEFIT’) WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, INCLUDING USE FOR MEETINGS, LECTURES AND CLASSES, AND FOR OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.

Data Sources