Finance Score: -2

Governance Score: -1

Support Score: 3

Deficit latest year: -2
No PartB

Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: 0

THE GOODLY DALE COTTAGE HOMES

The purpose of the Goodly Dale Cottage Homes is "to provide accomodation for poor persons of good character each of whom shall not be less than 60 years of age (or 50 if disabled), and shall have been born or lived for 10 of the last 30 years in Windermere and Ambleside Urban Districts, Undermillbeck, Troutbeck and Applethwaite.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

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 was significantly lower than spending in the latest year

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
06/02/23		£90	£114	£-24	n/a	n/a	n/a	n/a	n/a	1
06/02/22		£85	£86	£-1	n/a	n/a	n/a	n/a	n/a	1
06/02/21		£82	£78	£4	n/a	n/a	n/a	n/a	n/a	1
06/02/20		£82	£83	£-1	n/a	n/a	n/a	n/a	n/a	1
06/02/19	*	£82	£83	£-1	n/a	n/a	n/a	n/a	n/a	1
06/02/18		£74	£66	£7	£0	£0	£0	n/a	0	0
06/02/17		£66	£87	£-20	£0	£0	£0	n/a	0	0
06/02/16		£58	£72	£-13	£0	£0	£0	n/a	0	0
06/02/15		£58	£86	£-28	£0	£0	£0	n/a	0	0
06/02/14		£57	£80	£-23	£0	£0	£0	n/a	0	0
06/02/13		£55	£70	£-14	£0	£0	£0	n/a	0	0
06/02/12		£54	£70	£-16	£0	£0	£0	n/a	0	0
06/02/11		£53	£79	£-26	£0	£0	£0	n/a	0	0
06/02/10		£52	£65	£-13	£0	£0	£0	n/a	0	0
06/02/09		£51	£64	£-13	£0	£0	£0	n/a	0	0
06/02/08		£48	£65	£-17	£0	£0	£0	n/a	0	0
06/02/07		£46	£67	£-20	£0	£0	£0	n/a	0	0
06/02/06		£43	£51	£-8	£0	£0	£0	n/a	0	0
06/02/05		£41	£43	£-2	£0	£0	£0	n/a	0	0
06/02/04		£41	£43	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 58 years

pow246@btinternet.com

01539448363

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ELIZABETH LIDIARD

JOHN BRUCE PARKER Appointed: 2016

MR BILL SMITH (Chair), Other trusteeships: WINDERMERE YOUTH PROJECT, BOWNESS AND WINDERMERE COMMUNITY CARE TRUST, LAKE DISTRICT PARADISE PROJECT LTD,

MR BOB POW Appointed: 2016, Other trusteeship: BOWNESS AND WINDERMERE COMMUNITY CARE TRUST,

MR WILL CLARK Appointed: 2017, Other trusteeships: WINDERMERE SCHOOL ENDOWMENT, KELSICK'S EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 09/03/1966, number: 247105

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 54 days late,

Main office

14 Goodly Dale
WINDERMERE
LA23 2JB

Objectives

THE PROVISION OF ALSMHOUSES FOR POOR MARRIED COUPLES, WIDOWS OR SPINSTERS OF GOOD CHARACTER EACH OF WHOM:- A) AT THE TIME OF APPOINTMENT SHALL BE NOT LESS THAN 60 YEARS OF AGE OR NOT LESS THAN 50 YEARS OF AGE WHERE DISABLED BY ACCIDENT OR INFIRMITY FROM MAINTAINING HIMSELF OR HERSELF B) SHALL HAVE BEEN BORN IN THE AREA OF THE URBAN DISTRICTS OF WINDERMERE AND AMBLESIDE OR THE FORMER TOWNSHIPS OF UNDERMILLBECK, TROUTBECK AND APPLETHWAITE OR SHALL HAVE LIVED IN THE SAID AREA FOR A TOTAL OF 20 YEARS DURING THE 30 YEARS IMMEDIATELY PRECEDING THE TIME OF APPOINTMENT.

Defined Area of Benefit:

SEE OBJECTS

Data Sources