Finance Score: -2

Governance Score: -2

Support Score: 0

Multiple Deficits: -2
No PartB

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -4

ROBERT STEPHENSON'S CHARITIES

To provide for the maintenance of priests, support of the poor and education of children within the area specified in the Trust Deed.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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
05/04/23		£164	£136	£28	n/a	n/a	n/a	n/a	n/a
05/04/22		£126	£139	£-13	n/a	n/a	n/a	n/a	n/a
05/04/21		£107	£111	£-3	n/a	n/a	n/a	n/a	n/a
05/04/20		£104	£176	£-73	n/a	n/a	n/a	n/a	n/a
05/04/19		£80	£165	£-84	n/a	n/a	n/a	n/a	n/a
05/04/18		£83	£78	£6	£0	£0	£0	n/a	0
05/04/17	*	£73	£100	£-27	£0	£0	£0	n/a	0
05/04/16		£173	£54	£120	£0	£0	£0	n/a	0
05/04/15		£50	£36	£13	£0	£0	£0	n/a	0
05/04/14		£35	£19	£16	£0	£0	£0	n/a	0
05/04/13		£40	£40	£0	£0	£0	£0	n/a	0
05/04/12		£56	£37	£19	£0	£0	£0	n/a	0
05/04/11		£134	£53	£82	£0	£0	£0	n/a	0
05/04/10	*	£36	£37	£0	£0	£0	£0	n/a	0
05/04/09		£39	£19	£20	£0	£0	£0	n/a	0
05/04/08		£77	£104	£-27	£0	£0	£0	n/a	0
05/04/07		£41	£18	£23	£0	£0	£0	n/a	0
05/04/06	*	£41	£14	£27	£0	£0	£0	n/a	0
05/04/05	*	£37	£26	£11	£0	£0	£0	n/a	0
05/04/04		£60	£85	£-25	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

01539 722592

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

REV POLLOCK HUGH Appointed: 2017

BELINDA ELIZABETH HORNYOLD-STRICKLAND Appointed: 2018

SIMON FRANCIS RIDDELL (Chair), Other trusteeship: LORD CREWE'S CHARITY,

Legal constitution

Charity registered in England & Wales on 17/06/1965, number: 230795

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR17: 2 days late, AR10: 1 days late, AR06: 1 days late, AR05: 24 days late,

Main office

c/o Carter Jonas
52 Kirkland
KENDAL
Cumbria
LA9 5AP

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

SOUTH WESTMORLAND R.D. (PART)

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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