Finance Score: -5

Governance Score: 3

Support Score: 4

Accounts overdue -5
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 2

SEDBERGH AND DISTRICT CIO

Award grants to applying bodies where they are unable to receive funding from other sources, the CIO Grants Awards committee agree the application is for public benefit within the terms of the Charities Act 2011

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing

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
31/03/22		£64	£59	£6	n/a	n/a	n/a	n/a	n/a	20
31/03/21		£56	£42	£14	n/a	n/a	n/a	n/a	n/a	30
31/03/20		£59	£61	£-3	n/a	n/a	n/a	n/a	n/a	30
31/03/19		£58	£49	£9	n/a	n/a	n/a	n/a	n/a	30
31/03/18		£59	£63	£-4	£0	£0	£0	n/a	0	20
31/03/17		£55	£45	£10	£0	£0	£0	n/a	0	0
31/03/16	*	£45	£31	£14	£0	£0	£0	n/a	0	0
31/03/15		£177	£148	£29	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

01539620790

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Performing and visual arts

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
20 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
Cumbria Community Foundation - Marketing of Sedbergh and its events
£5,000	13/02/2019	Marketing of Sedbergh and its events

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANN PARRATT Appointed: 2016

DR MYLES PHILIP RIPLEY Appointed: 2015

FRANCES MARGARET HAIGH Appointed: 2022

JENNIFER ANNE REED SCREEN Appointed: 2014

REV REBECCA GILBERT Appointed: 2021

ANTHONY JAMES REED SCREEN (Chair) Appointed: 2014, Other trusteeships: SEDBERGH UNITED CHARITIES AND WIDOWS' HOSPITAL, SEDBERGH PEPPERPOT CLUB, The Parochial Church Council of Sedbergh and Lune,

DR GINA CAROL BARNEY DR-EUR.ING Appointed: 2014, Other trusteeship: SEDBERGH PEOPLE'S HALL,

NORMAN FRANCIS ATKINS MR Appointed: 2018, Other trusteeship: SEDBERGH UNITED CHARITIES AND WIDOWS' HOSPITAL,

PROF ANDREW HOWARD COBB Appointed: 2014, Other trusteeship: NEWTON RIGG LIMITED,

Legal constitution

Charity registered in England & Wales on 24/10/2013, number: 1154336

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

8 returns made; AR16: 31 days late,

Main office

Knott House
Cautley
SEDBERGH
LA10 5LU

Objectives

TO FURTHER SUCH CHARITABLE PURPOSES(FALLING WITHIN THE DESCRIPTIONS OF PURPOSES SET OUT IN S.3 OF THE CHARITIES ACT 2011)AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Data Sources