Finance Score: 0

Governance Score: -1

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

WINDERMERE SCHOOL ENDOWMENT

Management of assets and distribution of income, for the benefit of schools and pupils in the ancient parish of Windermere.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

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
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	Volun- teers
31/03/23	*	£11	£20	£-9	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£12	£13	£0	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£8	£7	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£10	£13	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£10	£0	£10	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£9	£18	£-9	£0	£0	£0	n/a	0	0
31/03/17		£9	£0	£9	£0	£0	£0	n/a	0	0
31/03/16		£9	£8	£1	£0	£0	£0	n/a	0	0
31/03/15		£19	£18	£1	£0	£0	£0	n/a	0	0
31/03/14		£9	£10	£-1	£0	£0	£0	n/a	0	0
31/03/13		£9	£9	£0	£0	£0	£0	n/a	0	0
31/03/12		£9	£9	£0	£0	£0	£0	n/a	0	0
31/03/11		£9	£9	£0	£0	£0	£0	n/a	0	0
31/03/10		£25	£25	£0	£0	£0	£0	n/a	0	0
31/03/09		£11	£24	£-14	£0	£0	£0	n/a	0	0
31/03/08		£25	£12	£13	£0	£0	£0	n/a	0	0
31/03/07	*	£11	£10	£1	£0	£0	£0	n/a	0	0
31/03/06		£9	£10	£-1	£0	£0	£0	n/a	0	0
31/03/05	*	£8	£6	£2	£0	£0	£0	n/a	0	0
31/03/04		£9	£10	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 45 years

jigbusteruk@yahoo.co.uk

01539443183

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People
Other Defined Groups

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 (8)

Current Trustees appointed

Gender Split

CHRISTINE HALLATSCH Appointed: 2018

DR ANDREW GUY JARVIS Appointed: 2024

LISA GREASLEY Appointed: 2013

STEPHEN JAMES BAVIN Appointed: 2024

MR NC MARTIN, Other trusteeship: KELSICK'S EDUCATIONAL FOUNDATION,

MR WILL CLARK Appointed: 2017, Other trusteeships: THE GOODLY DALE COTTAGE HOMES, KELSICK'S EDUCATIONAL FOUNDATION,

REV JAMES JOHNSTON RICHARDS (Chair), Other trusteeships: MARY ELIZABETH ULLOCK, CHARITY OF MISS HANNAH COLLINSON, THOMAS COLLINSON, SCHOOL CHARITY OF JOHN BRAITHWAITE, BOWNESS AND WINDERMERE COMMUNITY CARE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARTIN, WINDERMERE,

REV LAWRENCE DAVID BASHAM Appointed: 2023, Other trusteeships: JOPSON'S EDUCATIONAL FOUNDATION, THE APPLETHWAITE PARISH CENTRE TRUST,

Legal constitution

Charity registered in England & Wales on 29/06/1979, number: 508324

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 23 days late, AR07: 1 days late, AR05: 731 days late,

Main office

7 BROW CRESCENT
WINDERMERE
LA23 2EY

Objectives

1. TO MAKE PAYMENTS TO THE MANAGERS OF WINDERMERE ENDOWED &RIMARY SCHOOL FOR ITS MAINTENANCE AND PROVISION. 2. TO APPLY SUCH FURTHER SUMS IN MAKING PAYMENT TO THE MANAGERS AND GOVERNORS OF ANY VOLUNTARY SCHOOL IN THE ANCIENT PARISH OF WINDERMERE. 3. TO ASSIST THE PROMOTERS OF ANY SCHOOL TO BE ESTABLISHED IN THE ANCIENT PARISH OF WINDERMERE IN WHICH RELIGIOUS INSTRUCTION IS TO BE GIVEN IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND AND WHICH IS TO BE CONDUCTED AS A VOLUNTARY SCHOOL WITHIN THE MEANING OF THE EDUCATION ACTS 1944 TO 1965

Defined Area of Benefit:

ANCIENT PARISH OF WINDERMERE

Data Sources