Finance Score: -3

Governance Score: -3

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -6

DALLAM SCHOOL

HOLD INVESTMENT ASSETS & PROPERTY TO:i) FUND ADMIN EXPENSESii) REPAIR & INSURE PROPERTYiii) ASSIST SCHOOL GOVS FINANCIALLY IN MAINTAINING SCHOOLiv) PROVIDE FURTHER FINANCIAL ASSISTANCE TO SCHOOLv) PROMOTE EDUCATION OF STUDENTS WHO ATTEND/ATTENDED THE SCHOOL

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is completely male

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
Spending has fallen significantly over the last 5 years relative to the previous period

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	*	£313	£133	£180	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£309	£133	£176	n/a	n/a	n/a	n/a	n/a	0
31/03/21	*	£307	£143	£163	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£312	£147	£165	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£314	£348	£-35	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£316	£259	£57	£0	£0	£0	n/a	0	0
31/03/17		£310	£260	£50	£0	£0	£0	n/a	0	0
31/03/16		£320	£293	£27	£0	£0	£0	n/a	0	0
31/03/15		£315	£171	£144	£0	£0	£0	n/a	0	0
31/03/14		£408	£169	£239	£0	£0	£0	n/a	0	0
31/03/13		£381	£182	£200	£0	£0	£0	n/a	0	0
31/03/12		£303	£76	£227	£0	£0	£0	n/a	0	0
31/03/11		£47	£651	£-604	£0	£0	£0	n/a	0	0
31/03/10		£5	£3	£2	£0	£0	£0	n/a	0	0
31/03/09		£9	£45	£-36	£0	£0	£0	n/a	0	0
31/03/08		£10	£4	£5	£0	£0	£0	n/a	0	0
31/03/07		£20	£5	£14	£0	£0	£0	n/a	0	0
31/03/06		£21	£30	£-9	£0	£0	£0	n/a	0	0
31/03/05		£44	£35	£9	£0	£0	£0	n/a	0	0
31/03/04		£350	£62	£287	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 38 years

www.dallamschool.co.uk

enquiries@dallamschool.co.uk

01539565165

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

School support organisations

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

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

STEVEN HENNEBERRY Appointed: 2023

JOHN WATTON, Other trusteeships: DALLAM SCHOOL PRIZE FUND, DALLAM SCHOOL SCHOLARSHIP FUND,

MR R PIRIE, Other trusteeships: DALLAM SCHOOL PRIZE FUND, DALLAM SCHOOL SCHOLARSHIP FUND,

MR R VILLIERS SMITH (Chair) Appointed: 2012, Other trusteeships: DALLAM SCHOOL PRIZE FUND, DALLAM SCHOOL SCHOLARSHIP FUND,

RICHARD ANDREW WILLACY Appointed: 2014, Other trusteeships: DALLAM SCHOOL PRIZE FUND, DALLAM SCHOOL SCHOLARSHIP FUND,

STEPHEN RAYMOND PICKTHALL Appointed: 2013, Other trusteeships: DALLAM SCHOOL PRIZE FUND, DALLAM SCHOOL SCHOLARSHIP FUND,

MARTIN RAYNER Appointed: 2019, Occupation: Company Director, Other trusteeship: Lake District Music Limited,

Legal constitution

Charity registered in England & Wales on 11/04/1986, number: 526965

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 51 days late, AR21: 39 days late,

Main office

Dallam School
MILNTHORPE
LA7 7DD

Objectives

THE INCOME SHALL BE APPLIED IN ONE OR MORE OF THE FOLLOWING WAYS: (1) IN ASSISTING THE GOVERNORS OF THE SCHOOL TO DEFRAY THE COST OF MEETING THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944 TO 1981 WITH RESPECT TO THE MAINTENANCE OF THE SCHOOL. (2) IN PROVIDING OR ASSISTING IN PROVIDING SPECIAL BENEFITS AT THE SCHOOL OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY. (3) IN PROMOTING THE EDUCATION OF PERSONS WHO ARE ATTENDING OR WHO HAVE ATTENDED THE FORMER HEVERSHAM GRAMMAR SCHOOL IN SUCH WAYS AS THE GOVERNORS THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources