Finance Score: -1

Governance Score: 0

Support Score: 0

Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 4

GRASMERE VILLAGE SOCIETY

Contributions ?3000 to a new stone built bus shelter, ?1000 to disabled access to village hall, ?200 eradicating Japanese knot weed, Himalayan balsam volunteers, ?500 to Jubilee Fund.?200 to Allotments, ?250 Flood Group storage shed, ?1,000 climbing frame for playarea. Produce village newsletter. Litter picking, lobbying on planning and environment. Maintain amenities e.g. seats, 4 bus shelters.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests 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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained

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
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/23		£11	£7	£3	n/a	n/a	n/a	n/a	n/a	10
31/12/22		£17	£12	£5	n/a	n/a	n/a	n/a	n/a	16
31/12/21		£8	£4	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£37	£3	£33	n/a	n/a	n/a	n/a	n/a	0
31/12/19	*	£13	£47	£-35	n/a	n/a	n/a	n/a	n/a	12
31/12/18	*	£25	£3	£23	£0	£0	£0	n/a	0	0
31/12/17	*	£16	£6	£10	£0	£0	£0	n/a	0	0
31/12/16		£7	£3	£4	£0	£0	£0	n/a	0	0
31/12/15	*	£6	£3	£3	£0	£0	£0	n/a	0	0
31/12/14	*	£4	£4	£1	£0	£0	£0	n/a	0	0
31/12/13	*	£4	£4	£-1	£0	£0	£0	n/a	0	0
31/12/12	*	£4	£4	£1	£0	£0	£0	n/a	0	0
31/12/11		£4	£4	£1	£0	£0	£0	n/a	0	0
31/12/10	*	£4	£4	£0	£0	£0	£0	n/a	0	0
31/12/09	*	£4	£3	£0	£0	£0	£0	n/a	0	0
31/12/08		£3	£2	£1	£0	£0	£0	n/a	0	0
31/12/07	*	£3	£3	£1	£0	£0	£0	n/a	0	0
31/12/06?	*	£4	£7	£-3	£0	£0	£0	n/a	0	0
01/01/70		£0	£0	£0	£0	£0	£0	NAN	0	0
31/12/04		£4	£3	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 47 years

visit-grasmere.co.uk

01539435401

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Scientific research and testing services

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

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
Co-Operative Group - Grant to Grasmere Village Society
£1,452	21/10/2023	We are working with the National Trust in an ongoing tree planting project in and around Grasmere. We would like funding for trees, and guards to protect these from wildstock and wildlife.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

LEE ROLLITT

LOUISE SYKES Appointed: 2023

MARY BASS Appointed: 2012

NICK MCCRAITH (Chair) Appointed: 2017

PETER COWARD

STUART FAWTHROP

SHARON SAVASI Appointed: 2023

WILL CLARK Appointed: 2018

DR DAVID DODGSON Appointed: 2017, Other trusteeships: THE GREAT CROSS TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST OSWALD'S, GRASMERE,

MARGUERITE JENKINSON Appointed: 2015, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY'S, AMBLESIDE,

Legal constitution

Charity registered in England & Wales on 17/06/1977, number: 506443

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; AR19: 130 days late, AR18: 18 days late, AR17: 135 days late, AR15: 116 days late, AR14: 87 days late, AR13: 235 days late, AR12: 112 days late, AR10: 118 days late, AR09: 4 days late, AR07: 108 days late, AR06: 30 days late,

Main office

LONG LEAP
36 FISHERBECK PARK
Ambleside
<span class="country-name">United Kingd
LA22 0AJ

Objectives

(A) TO STIMULATE PUBLIC INTEREST IN THE AREA OF BENEFIT. (B) TO PROMOTE HIGH STANDARDS OF VILLAGE PLANNING AND ARCHITECTURE IN THE AREA OF BENEFIT. (C) TO SECURE THE PRESERVATION, PROCTECTION, DEVELOPMENT AND IMPROVEMENT OF FEATURES OF HISTORIC, OR PUBLIC INTEREST IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THE VILLAGE OF GRASMERE

Data Sources