Finance Score: -3

Governance Score: 0

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -3

KESWICK SCHOOL CHARITABLE TRUST

Assist the Governors of the Keswick School. Promoting and supporting the education of children attending Keswick School.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

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

Established: 58 years

annabelscott@keswick.cumbria.sch.uk

01768772605

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	Volun- teers
31/03/23		£33	£53	£-21	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£34	£17	£17	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£29	£35	£-6	n/a	n/a	n/a	n/a	n/a	1
31/03/20	*	£40	£16	£24	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£41	£31	£10	n/a	n/a	n/a	n/a	n/a	0
31/03/18	*	£41	£11	£30	£0	£0	£0	n/a	0	0
31/03/17	*	£37	£45	£-8	£0	£0	£0	n/a	0	0
31/03/16	*	£48	£208	£-160	£0	£0	£0	n/a	0	0
31/03/15		£55	£8	£47	£0	£0	£0	n/a	0	0
31/03/14	*	£62	£13	£49	£0	£0	£0	n/a	0	0
31/03/13	*	£62	£13	£49	£0	£0	£0	n/a	0	0
31/03/12		£91	£40	£51	£0	£0	£0	n/a	0	0
31/03/11		£54	£14	£41	£0	£0	£0	n/a	0	0
31/03/10		£141	£12	£130	£0	£0	£0	n/a	0	0
31/03/09		£75	£7	£68	£0	£0	£0	n/a	0	0
31/03/08		£127	£8	£118	£0	£0	£0	n/a	0	0
31/03/07		£66	£13	£53	£0	£0	£0	n/a	0	0
31/03/06		£60	£7	£52	£0	£0	£0	n/a	0	0
31/03/05		£60	£71	£-11	£0	£0	£0	n/a	0	0
31/03/04		£80	£36	£45	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

Education/Training

Who it helps

Children/Young People

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Cumbria,

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
Sport England - Keswick School Rowing
£9,943	29/01/2016 11	Funding under Sport England's Small Grants funding programme for a Revenue project titled Keswick School Rowing. This project is a Rowing project, with a focus on younger beneficiaries.
Sport England - Keswick School Pitches Restoration
£5,000	20/01/2016 2	Funding under Sport England's Flood Relief Fund funding programme for a Capital project titled Keswick School Pitches Restoration. This project lists its main activity as Multi Sports
Sport England - Permanent Table Tennis Fixture
£8,200	20/09/2012	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Permanent Table Tennis Fixture'. This project lists its main activity as Table Tennis.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ALEXANDRA BOARDMAN Appointed: 2019

DAVID JOHN WALKER

DR PETER JOSEPH ROBERTS BA PHD

DR WILLIAM PONSONBY Appointed: 2021

HELEN TROTT Appointed: 2019

JUSTIN SCOTT Appointed: 2021

REV CHARLES HENRY HOPE Appointed: 2021, Other trusteeships: ST HERBERT'S (KESWICK) SCHOOL FUND, TWO'S COMPANY KESWICK,

SARAH FIONA PECK Appointed: 2014

STEPHEN HARWOOD Appointed: 2023, Other trusteeship: THE BATTERSBY HALL CHARITY,

TREVOR KEOUGH Appointed: 2021, Occupation: Director, Other trusteeship: KESWICK COMMUNITY RUGBY TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 26/07/1966, number: 526847

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR20: 8 days late, AR18: 84 days late, AR17: 1 days late, AR16: 67 days late, AR14: 43 days late, AR13: 2 days late,

Main office

KESWICK SCHOOL
VICARAGE HILL
KESWICK
CA12 5QB

Objectives

FOR USE AS A VOLUNTARY SCHOOL INCOME OF THE SCHOOL TO BE USED FOR:- (1) ASSISTING THE GOVERNORS OF THE SCHOOL TO DEFRAY THE COST OF MEETING THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944 TO 1978, (2) IN PROVIDING OR ASSISTING IN PROVIDING SPECIAL BENEFITS AT THE SCHOOL OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL AUTHORITY, (3) IN PROMOTING THE EDUCATION OF CHILDREN ATTENDING THE SCHOOL IN SUCH WAYS AS THE GOVERNORS THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources