Finance Score: -2

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

COOPER PATTINSON'S TRUST HOMES

Provides sheltered accommodation for those over 60 years of age. There are 3 categories of eligibility including Christian scientists and those who have resided in the S. Lakeland district for at least 15 years.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£181	£140	£42	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£165	£103	£62	n/a	n/a	n/a	n/a	n/a
05/04/21		£131	£190	£-59	n/a	n/a	n/a	n/a	n/a
05/04/20		£137	£147	£-11	n/a	n/a	n/a	n/a	n/a
05/04/19		£139	£154	£-15	n/a	n/a	n/a	n/a	n/a
05/04/18		£139	£173	£-34	£0	£0	£0	n/a	0
05/04/17		£135	£128	£6	£0	£0	£0	n/a	0
05/04/16		£138	£176	£-37	£0	£0	£0	n/a	0
05/04/15		£119	£125	£-6	£0	£0	£0	n/a	0
05/04/14		£111	£128	£-17	£0	£0	£0	n/a	0
05/04/13		£114	£116	£-2	£0	£0	£0	n/a	0
05/04/12	*	£102	£133	£-31	£0	£0	£0	n/a	0
05/04/11	*	£88	£126	£-39	£0	£0	£0	n/a	0
05/04/10	*	£87	£124	£-37	£0	£0	£0	n/a	0
05/04/09	*	£101	£102	£-1	£0	£0	£0	n/a	0
05/04/08	*	£115	£92	£23	£0	£0	£0	n/a	0
05/04/07	*	£85	£133	£-48	£0	£0	£0	n/a	0
05/04/06	*	£80	£86	£-6	£0	£0	£0	n/a	0
05/04/05	*	£80	£88	£-8	£0	£0	£0	n/a	0
05/04/04	*	£81	£89	£-8	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 51 years

01539447243

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's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANDREW DUNCAN BROMLEY Appointed: 2013

DONALD HENRY GRAHAM Appointed: 2017

JENNIFER LESLEY SANSOM Appointed: 2013

MONTAGUE GORDON PATTINSON MATTHEWS Appointed: 2017

PETER GRAY MATTHEWS RICS Appointed: 2013

DIANA RUTH MATTHEWS, Other trusteeships: Christian Science Society, Windermere, CUMBRIA GARDENS TRUST, THE LAKELAND HOUSING TRUST,

Legal constitution

Charity registered in England & Wales on 29/05/1973, number: 502457

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 43 days late, AR22: 393 days late, AR12: 68 days late, AR11: 5 days late, AR10: 82 days late, AR09: 202 days late, AR08: 91 days late, AR07: 143 days late, AR06: 19 days late, AR05: 101 days late, AR04: 48 days late,

Recent reorganisation events:

Asset transfer in from AUXILIARY COMMITTEE FOR RETIREMENT HOMES (SERVING CHRISTIAN SCIENTISTS) on 20/11/2023

Main office

Rayriggs Estates Ltd
Rayrigg Road
Windermere
LA23 1BW

Objectives

THE OBJECT OF THE CHARITY OS BY CHARITABLE MEANS BUT NOT OTHERWISE TO PROVIDE AND MAINTAIN DWELLINGHOUSES FLATS OR OTHER RESIDENTIAL ACCOMMODATION FOR THE RESIDENCE AND USE OF PERSONS WHO HAVE ATTAINED RETIREMENT AGE. (FOR FURTHER DETAILS SEE TRUST DEED)

Defined Area of Benefit:

WINDERMERE

Data Sources