Finance Score: -2
Governance Score: 6
Support Score: 9
  • Low unrestricted reserves: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +9
Overall GiG Score: 13 ?

CARER SUPPORT SOUTH LAKES 

PROVIDE SUPPORT TO CARERS
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
Established: 13 years

https://carersupportsouthlakes.org.uk/

admin@carersupportsouthlakes.org.uk

01539815970

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£633£526£106£65£227£1012.31850
31/03/22£435£489£-54n/an/an/an/an/a40
31/03/21£537£435£101£13£175£1143.11637
31/03/20£358£381£-22n/an/an/an/an/a45
31/03/19£409£404£5n/an/an/an/an/a35
31/03/18£369£377£-9£0£0£0n/a00
31/03/17£355£368£-13£0£0£0n/a00
31/03/16£355£336£19£0£0£0n/a00
31/03/15£327£337£-10£0£0£0n/a00
31/03/14£319£377£-58£0£0£0n/a00
31/03/13£379£381£-2£0£0£0n/a00
31/03/12£478£278£199£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 11.2%
Fundraising Costs/Total Spending: 12.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 22%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 45%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.9
Asset Split ?
Listed activities
  • General Charitable Purposes
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Cumbria,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
Who works here?
  • 18 employees
  • 50 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.

Major supporters in last 5 years
Henry Smith Charity£180,000
BBC Children in Need£166,339
DCMS£65,361
Cumbria Community Foundation£42,047
Garfield Weston Foundation£26,500
Specific Donations
Amount When
Months
To be used for
Henry Smith Charity - Grant to Carer Support South Lakes
£180,000 18/08/2023
36
towards three years' running costs of the 'Adult and Parent Support Service' providing information, advice and guidance for unpaid carers from South Lakeland, Cumbria.
Cumbria Community Foundation - Young Carer Intern
£4,863 20/01/2021
Young Carer Intern
BBC Children in Need - Grant to Carer Support South Lakes
£97,976 18/12/2020
This project will deliver one to one and group support sessions to young carers from the South Lakes area of Cumbria. These activities will lead to a greater ability to cope with their caring roles, ....more
Cumbria Community Foundation - Carer Connect staff and publicity costs
£21,410 20/11/2020
Carer Connect staff and publicity costs
Cumbria Community Foundation - Carer Connect staff
£12,774 20/11/2020
Carer Connect staff
BBC Children in Need - Grant to Carer Support South Lakes
£65,370 09/09/2020
18
COVID19 - This project will deliver counselling and educational support to young carers in South Lakeland, Cumbria, who are isolated due to Covid-19, improving their ability to engage and achieve in ....more
DCMS - Coronavirus Community Support Fund
£62,368 05/08/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
BBC Children in Need - Grant to Carer Support South Lakes
£2,993 17/06/2020
6
COVID19 - This grant will fund equipment, staff and training to help support young carers who are currently isolated due to Covid-19. This will improve their relationships and sense of belonging.
Garfield Weston Foundation - Main Grants award
£6,500 12/06/2020
Weston Charity Award Winner 2020/21
DCMS - VSCE CMC Fund
£2,993 31/05/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more
Cumbria Community Foundation - IT Support & Development & Extra Counselling Provision
£3,000 01/04/2020
1
IT Support & Development & Extra Counselling Provision
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£20,000 15/07/2019
Carer Support South Lakes
Cumbria Community Foundation - Young carers project
£5,000 04/04/2019
Young carers project
Cumbria Community Foundation - Young carers project
£5,000 04/04/2019
Young carers project
Quartet Community Foundation - Grant to South Lakeland Carers
£10,000 04/12/2018
Towards a 'Given Them A Break' project that provides carers with a respite break.
Cumbria Community Foundation - Intergenerational Sitting Service
£4,990 11/04/2018
Intergenerational Sitting Service
Quartet Community Foundation - Grant to South Lakeland Carers
£5,615 05/12/2016
To hold a series of workshops for young carers covering a number of subjects, such as first aid, cooking and budgeting.
Lloyds Bank Foundation - Grant to South Lakeland Carers Association
£21,100 30/05/2012
the salary of a part-time Transition Worker, young adults training, transport and support costs
Northern Rock Foundation - Grant awarded to South Lakeland Carers Association (Cumbria)
£21,590 15/05/2012
To establish a project to support young adult carers aged 16-25 in South Lakeland.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 35-74
Legal constitution
  • Charitable company registered in England & Wales on 01/06/2011, number: 1142184
  • Registered at Companies House on 17/03/2011, number: 07567467
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • 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
  • Volunteer management
Filing Record
12 returns made; all on time
Main office

Carers Hub
Beezon Annexe
Beezon Road
Kendal
Cumbria
LA9 6EL

Objectives

THE CHARITABLE PURPOSES OF THE COMPANY ARE:A) THE RELIEF OF THOSE PERSONS IN THE AREA OF SOUTH LAKELAND, CUMBRIA (THE AREA OF BENEFIT) WHO, BY REASON OF CARING FOR A DISABLED, ELDERLY AND SICK PERSON IN THE AREA OF BENEFIT, ARE LEADING A RESTRICTED LIFE AND ARE IN NEED OF THE ASSISTANCE OF CARERS; ANDB) THE CONSEQUENTIAL RELIEF OF DISABLED, ELDERLY AND SICK PERSONS IN THE AREA OF BENEFIT THROUGH SUCH ASSISTANCE GIVEN TO THEIR CARERS.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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