Finance Score: 0

Governance Score: 3

Support Score: 5

No PartB

No volunteer policy: -2
No conflicts policy: -1
Good trustee age range: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 8

PATTERDALE MOUNTAIN RESCUE ASSOCIATION LIMITED

mountain and lake rescue service

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
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

Established: 27 years

www.mountainrescue.org.uk

secretary@patterdalemrt.org.uk

01768482367

Charity Commission for England and Wales

Tweets

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
31/12/22		£209	£116	£93	n/a	n/a	n/a	n/a	n/a	39
31/12/21		£230	£171	£59	n/a	n/a	n/a	n/a	n/a	49
31/12/20		£188	£88	£101	n/a	n/a	n/a	n/a	n/a	49
31/12/19		£127	£134	£-7	n/a	n/a	n/a	n/a	n/a	40
31/12/18		£145	£90	£55	£0	£0	£0	n/a	0	42
31/12/17		£358	£166	£192	£0	£0	£0	n/a	0	0
31/12/16		£301	£110	£191	£0	£0	£0	n/a	0	0
31/12/15	*	£187	£104	£83	£0	£0	£0	n/a	0	0
31/12/14		£154	£115	£39	£0	£0	£0	n/a	0	0
31/12/13		£109	£119	£-10	£0	£0	£0	n/a	0	0
31/12/12		£128	£87	£41	£0	£0	£0	n/a	0	0
31/12/11		£142	£76	£66	£0	£0	£0	n/a	0	0
31/12/10		£91	£85	£6	£0	£0	£0	n/a	0	0
31/12/09		£82	£105	£-23	£0	£0	£0	n/a	0	0
31/12/08		£77	£67	£10	£0	£0	£0	n/a	0	0
31/12/07		£77	£67	£10	£0	£0	£0	n/a	0	0
31/12/06		£55	£48	£6	£0	£0	£0	n/a	0	0
31/12/05		£70	£48	£22	£0	£0	£0	n/a	0	0
31/12/04		£142	£64	£78	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Provides services

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
39 volunteers

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
Masonic Trust - MCF Matched Funding
£2,000	28/07/2022	Unrestricted matched funding in partnership with the local masonic province
Masonic Trust - MCF Matched Funding
£4,696	02/02/2022	Unrestricted matched funding in partnership with the local masonic province
Department for Transport - Inland/Inshore Rescue Boat Fund scheme
£11,523	15/12/2016 3	To support rescue boat charities search and rescue operations and improve response capability

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-78

ANGELA FRANCES BELL Appointed: 2017, Occupation: Teacher

COLONEL CHRISTOPHER SANDERSON OBE JP (Chair) Appointed: 2014

DR ANDREW MCALEA Appointed: 2023, Occupation: Doctor

JACQUELINE FREEBORN Appointed: 2011, Occupation: Company Director

KEN HARDCASTLE Appointed: 2017, Occupation: Retired

MARGARET ANN CHILDS Appointed: 2019, Occupation: Retired

MATTHEW COX Appointed: 2020, Occupation: Arts Festival Organiser

MICHAEL ANDREW BLAKEY Appointed: 2019, Occupation: Director Of Quality Assurance

PAMELA JANE NEWPORT Appointed: 2017, Occupation: Retired, Other trusteeships: MATTERDALE AND DISTRICT FIRST RESPONDERS, MATTERDALE COMMUNITY ASSOCIATION,

PETER GRAHAM BAKER Appointed: 2020, Occupation: Retired

ROBERT NEIL BARROW Appointed: 2022, Occupation: Hgv Driver

SEAN DUFFY Appointed: 2023, Occupation: Residential Manager, Outdoor Pursuits Centr

Legal constitution

Charitable company registered in England & Wales on 08/07/1997, number: 1063329
Registered at Companies House on 27/09/1996, number: 03255894

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR15: 113 days late,

Main office

Patterdale Mountain Rescue Centre
Ogilvie House
Patterdale
PENRITH
Cumbria
CA11 0PJ

Objectives

TO PROMOTE AND SUSTAIN PATTERDALE, MOUNTAIN RESCUE TEAM, A CHARITABLE RESCUE SERVICE FOR ALL WHO SUFFER SICKNESS, PERIL OR ANY OTHER ADVERSITY ON ANY OF THE MOUNTAINS IN GREAT BRITAIN AND PARTICULARLY ON THE MOUNTAINS OF CUMBRIA IN THE VICINITY OF PATTERDAL;E OR WHILE BOATING OR BATHING IN LAKES AND RIVERS OR STREAMS IN THE VICINITY OR OTHER LEISURE TIME OCCUPATION IN THE INTEREST OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.

Defined Area of Benefit:

IN PRACTISE CUMBRIA

Data Sources