Finance Score: -2

Governance Score: 0

Support Score: 0

Deficit latest year: -2
No PartB

No supporters identified

Overall GiG Score: -2

KELSICK'S EDUCATIONAL FOUNDATION

To provide grants for educational needs to young people under 25 and resident in the Lakes Parish, and to the voluntary schools (and to academies that were formerly voluntary schools) in the Lakes Parish. Grants may also be given to groups or organisations where the members satisfy the age and residence requirements. Considerable aid is given to young people with special needs.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent 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 was lower than spending in the latest year

Established: 58 years

www.kelsick.org.uk

clerk@kelsick.org.uk

01539431289

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
31/03/23	*	£406	£482	£-75	n/a	n/a	n/a	n/a	n/a
31/03/22		£408	£382	£25	n/a	n/a	n/a	n/a	n/a
31/03/21		£387	£382	£6	n/a	n/a	n/a	n/a	n/a
31/03/20		£417	£409	£8	n/a	n/a	n/a	n/a	n/a
31/03/19		£456	£374	£82	n/a	n/a	n/a	n/a	n/a
31/03/18		£409	£464	£-54	£0	£0	£0	n/a	0
31/03/17		£396	£388	£8	£0	£0	£0	n/a	0
31/03/16		£394	£431	£-37	£0	£0	£0	n/a	0
31/03/15		£388	£368	£20	£0	£0	£0	n/a	0
31/03/14		£374	£381	£-7	£0	£0	£0	n/a	0
31/03/13		£352	£414	£-61	£0	£0	£0	n/a	0
31/03/12		£367	£398	£-31	£0	£0	£0	n/a	0
31/03/11		£367	£343	£24	£0	£0	£0	n/a	0
31/03/10		£353	£330	£23	£0	£0	£0	n/a	0
31/03/09		£390	£367	£23	£0	£0	£0	n/a	0
31/03/08		£310	£329	£-19	£0	£0	£0	n/a	0
31/03/07		£303	£281	£22	£0	£0	£0	n/a	0
31/03/06		£290	£280	£10	£0	£0	£0	n/a	0
31/03/05		£287	£286	£1	£0	£0	£0	n/a	0
31/03/04		£288	£219	£69	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

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

Where it operates

Cumbria,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

ANGELA JANE RENOUF

DR ELIZABETH MALLABON Appointed: 2023

DR PAUL JOHN DAVIES Appointed: 2017, Other trusteeship: THE WORDSWORTH TRUST,

JOHN CUNNINGHAM Appointed: 2019

LESLIE JOHNSON, Other trusteeship: CUMBRIA IN BLOOM,

MARK BLACKBURN Appointed: 2010

NICHOLAS CHARLES MARTIN (Chair), Other trusteeship: WINDERMERE SCHOOL ENDOWMENT,

NIGEL HUTCHINSON

PAUL BENTLEY EDMONDSON Appointed: 2017

REV ANDREW PAUL SMITH Appointed: 2023, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY'S, AMBLESIDE,

ROSE LINDA BEAUMONT BRITNELL Appointed: 2024

WILLIAM MARTIN JAMES CLARK Appointed: 2017, Other trusteeships: THE GOODLY DALE COTTAGE HOMES, WINDERMERE SCHOOL ENDOWMENT,

Legal constitution

Charity registered in England & Wales on 09/12/1965, number: 526956

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 41 days late,

Main office

KELSICK'S EDUCATIONAL FOUNDATION
THE KELSICK CENTRE
ST. MARYS LANE
AMBLESIDE
LA22 9DG

Objectives

1)THE PROVISION OF SPECIAL BENEFITS, OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY, FOR ANY VOLUNTARY SCHOOLS AND ACADEMIES THAT WERE FORMERLY VOLUNTARY SCHOOLS SERVING THE AREA OF BENEFIT, WITH PREFERENCE BEING GIVEN TO VOLUNTARY SCHOOLS AND ACADEMIES THAT WERE FORMERLY VOLUNTARY SCHOOLS WITHIN AMBLESIDE2)IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 WHO ARE RESIDENT IN THE AREA OF BENEFIT AND ARE IN NEED OF FINANCIAL ASSISTANCE.3) ANY SURPLUS INCOME MAY BE APPLIED FOR THE ABOVE OBJECTS IN PATTERDALE WARD AND FORMER COUNTY OF WESTMORELAND.

Defined Area of Benefit:

LAKES PARISH

Data Sources