Finance Score: -3

Governance Score: -1

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Dynamic board: +3
All male board: -3

No supporters identified

Overall GiG Score: -4

THE GRASMERE ROTHAY APPEAL FUND

help with local housing and restore ancient buildings in Grasmere, cumbria

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
Over half the Board have joined recently

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
On several occasions in recent years income has been less than spending

Established: 44 years

bobingrasmere@gmail.com

07511 212865

Charity Commission for England and Wales

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
31/12/22		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/21		£2	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/20		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£2	£4	£-2	n/a	n/a	n/a	n/a	n/a
31/12/18		£2	£3	£-1	£0	£0	£0	n/a	0
31/12/17		£2	£1	£1	£0	£0	£0	n/a	0
31/12/16		£2	£5	£-3	£0	£0	£0	n/a	0
31/12/15		£2	£3	£-1	£0	£0	£0	n/a	0
31/12/14		£2	£3	£-2	£0	£0	£0	n/a	0
31/12/13		£2	£1	£1	£0	£0	£0	n/a	0
31/12/12		£2	£3	£-1	£0	£0	£0	n/a	0
31/12/11		£2	£1	£1	£0	£0	£0	n/a	0
31/12/10		£2	£0	£2	£0	£0	£0	n/a	0
31/12/09		£2	£1	£1	£0	£0	£0	n/a	0
31/12/08		£3	£4	£-1	£0	£0	£0	n/a	0
31/12/07	*	£2	£1	£1	£0	£0	£0	n/a	0
31/12/06		£3	£1	£2	£0	£0	£0	n/a	0
31/12/05		£4	£22	£-18	£0	£0	£0	n/a	0
31/12/04		£4	£2	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DAVID DODGSON Appointed: 2017

GERALD ANTHONY OLDFIELD Appointed: 2023

IAN MORELAND Appointed: 2023, Other trusteeship: MORECAMBE BAY ESTUARIES ADVANCED MOTORCYCLISTS,

JOHN ANDREW SAALMANS Appointed: 2014, Other trusteeship: THE GRASMERE COMMUNITY FIRST RESPONDER TRUST,

ROBERT CULLINGWORTH Appointed: 2022

Legal constitution

Charity registered in England & Wales on 20/05/1980, number: 510075

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Volunteer management

Filing Record

19 returns made; AR19: 18 days late, AR07: 43 days late,

Main office

c/o 1 Cumbria House
Stock Lane
Grasmere
AMBLESIDE
Cumbria
LA22 9SJ

Objectives

TO ENSURE THE PRESERVATION FOR THE BENEFIT O THE PUBLIC OF THE BEAUTY OF THE EXISTING LANDSCAPE OF THE VILLAGE AND PARISH OF GRASMERE.

Defined Area of Benefit:

GRASMERE

Data Sources