Finance Score: -2

Governance Score: 5

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE AUSTIN FRIARS ST. MONICA'S DEVELOPMENT FUND

The advancement of education at Austin Friars St Monica's School

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
05/04/23		£139	£1	£138	n/a	n/a	n/a	n/a	n/a
05/04/22		£31	£28	£3	n/a	n/a	n/a	n/a	n/a
05/04/21		£12	£8	£4	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£12	£16	£-4	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£12	£3	£9	n/a	n/a	n/a	n/a	n/a
05/04/18		£12	£16	£-4	£0	£0	£0	n/a	0
05/04/17		£47	£20	£27	£0	£0	£0	n/a	0
05/04/16		£1	£4	£-4	£0	£0	£0	n/a	0
05/04/15		£1	£8	£-7	£0	£0	£0	n/a	0
05/04/14		£1	£12	£-11	£0	£0	£0	n/a	0
05/04/13		£1	£20	£-19	£0	£0	£0	n/a	0
05/04/12		£1	£18	£-17	£0	£0	£0	n/a	0
05/04/11		£1	£23	£-21	£0	£0	£0	n/a	0
05/04/10		£1	£23	£-21	£0	£0	£0	n/a	0
05/04/09	*	£4	£116	£-112	£0	£0	£0	n/a	0
05/04/08		£10	£19	£-9	£0	£0	£0	n/a	0
05/04/07	*	£6	£8	£-2	£0	£0	£0	n/a	0
05/04/06	*	£11	£133	£-122	£0	£0	£0	n/a	0
05/04/05	*	£221	£15	£206	£0	£0	£0	n/a	0
05/04/04		£6	£0	£6	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 59 years

www.austinfriars.cumbria.sch.uk

office@austinfriars.cumbria.sch.uk

01228550707

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Residential nursing care facilities

How it operates

Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ABIGAIL ROBERTS Appointed: 2022

ALISON GRAHAM Appointed: 2013

MICHAEL JOHN FORT Appointed: 2021

MR KELLY Appointed: 2015

JOHN PALLISTER Appointed: 2022, Occupation: Company Director, Other trusteeship: HUNTER HALL SCHOOL LTD,

MR ELDER Appointed: 2015, Occupation: Trustee, Other trusteeship: AUSTIN FRIARS,

Legal constitution

Charity registered in England & Wales on 29/11/1965, number: 526867

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures

Filing Record

20 returns made; AR20: 41 days late, AR19: 215 days late, AR09: 35 days late, AR07: 134 days late, AR06: 116 days late, AR05: 481 days late,

Main office

Austin Friars School
Etterby Scaur
Carlisle
CA3 9PB

Objectives

THE ADVANCEMENT OF EDUCATION AT THE AUSTIN FRIARS ST. MONICA'S SCHOOL IN SUCH MANNER AS THE TRUSTEES IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources