Finance Score: -3
Governance Score: 5
Support Score: 2
  • Strong growth: +2
  • Multiple Deficits and declines: -5
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +2
Overall GiG Score: 4 ?

LOWER HOLKER VILLAGE HALL

see elsewhere
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy

Financial issues to consider:

  • Income has been volatile and on several occasions in recent years less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/23£14£30£-15n/an/an/an/an/an/a
30/09/22£32£39£-7n/an/an/an/an/an/a
30/09/21£22£11£11n/an/an/an/an/an/a
30/09/20£7£8£-1n/an/an/an/an/an/a
30/09/19£9£15£-6n/an/an/an/an/an/a
30/09/18£11£9£2n/an/an/an/an/an/a
30/09/17£22£20£2n/an/an/an/an/an/a
30/09/16£12£13£-1n/an/an/an/an/an/a
30/09/15£15£9£5n/an/an/an/an/an/a
30/09/14£13£8£5n/an/an/an/an/an/a
30/09/13£11£10£1n/an/an/an/an/an/a
30/09/12£14£12£2n/an/an/an/an/an/a
30/09/11£26£31£-5n/an/an/an/an/an/a
30/09/10£18£12£5n/an/an/an/an/an/a
30/09/09£14£16£-3n/an/an/an/an/an/a
30/09/08£17£21£-4n/an/an/an/an/an/a
30/09/07*£21£8£13n/an/an/an/an/an/a
30/09/06£19£40£-21n/an/an/an/an/an/a
30/09/05*£15£8£7n/an/an/an/an/an/a
30/09/04*£16£7£9n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 62 years

015395 58516

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • General Charitable Purposes
  • Recreation
GiG Classification
  • Village halls & community buildings
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Cumbria,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Cumbria Community Foundation - Stage Project
£3,801 23/02/2022
Stage Project
National Lottery Community Fund - ENERGY SAVING PROJECT
£10,000 28/09/2016
12
This project will replace the heating system in the main hall. This will enable continued use of the hall by a number of community groups and improve the energy efficiency of the building.
National Lottery Community Fund - Energy Conservation
£10,000 01/04/2011
12
The group will use the funding to improve and insulate the roof of the village hall. This will improve the venue and reduce heating costs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

  • BENJAMIN LEE GLOVER Appointed: 2019
  • GILIAN CLEEVE Appointed: 2014
  • JENNIFER OLDCORN Appointed: 2021
  • KATHLEEN MICHELE LENNOX Appointed: 2016
  • PAUL WILLIAM JENKISON (Chair) Appointed: 2016
  • PATRICIA ANN HODGSON Appointed: 2024
  • PETER EDWARD LEAHY Appointed: 2024
  • RHONA ELIZABETH BARTON Appointed: 2013
Legal constitution
  • Charity registered in England & Wales on 19/04/1963, number: 521211
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
Filing Record
20 returns made; AR07: 23 days late, AR05: 105 days late, AR04: 30 days late,
Main office

Brandywell
Cark In Cartmel
GRANGE-OVER-SANDS
Cumbria
LA11 7NX

Objectives

VILLAGE HALL

Defined Area of Benefit:

PARISH OF LOWER HOLKER AND THE NEIGHBOURHOOD.

Data Sources

Charity Commission for England and Wales
360 Giving

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