Finance Score: 5

Governance Score: 3

Support Score: 8

Strong growth: +2
Fundraising costs low: +3

Dynamic board: +3

Grant maker support: +8

Overall GiG Score: 16

LAKE DISTRICT FOUNDATION

Promote the conservation, protection and improvement of the physical and natural environment and cultural heritage of the Lake District by inspiring people to care for and contribute to the natural environment and cultural heritage of the Lake District and Cumbria; andproviding funding and support for conservation, environmental and cultural initiatives in the Lake District and Cumbria

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Established: 7 years

www.lakedistrictfoundation.org

info@lakedistrictfoundation.org

01539822622

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
31/03/23	£1,054	£1,101	£-47	£31	£386	£333	3.6	9	0
31/03/22	£641	£328	£312	£63	£433	£290	10.6	8	0
31/03/21	£318	£358	£-40	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£403	£417	£-14	n/a	n/a	n/a	n/a	n/a	1
31/03/19	£466	£356	£110	n/a	n/a	n/a	n/a	n/a	1
31/03/18	£110	£45	£65	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.9%
Fundraising Costs/Total Spending: 2.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 7.1

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

How it operates

Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information

Where it operates

Cumbria,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

9 employees

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

DCMS	£124,750
Department for Environment, Food and Rural Affairs	£27,391
Garfield Weston Foundation	£20,000
The Grocers' Charity	£2,520

Specific Donations

Amount	When Months	To be used for
The Grocers' Charity - 2023 Grant - Lake District Foundation
£2,520	21/06/2023	to support a litter clean-up campaign at and around Windermere, the largest natural lake in England, and several smaller Lakes in the Lake District National Park. Windermere is a nationally important ....more to support a litter clean-up campaign at and around Windermere, the largest natural lake in England, and several smaller Lakes in the Lake District National Park. Windermere is a nationally important place for wildlife.
Department for Environment, Food and Rural Affairs - NEIRF2024CLAIM1 LAKE DISTRICT FOUNDATION
£2,135	01/04/2022	The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem ....more The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem services. In doing so, these projects will stimulate private sector investment in protecting and enhancing the environment in line with the governments 25 Year Environment Plan.Projects receiving funding focus on tackling climate change and restoring nature through schemes such as woodland and habitat creation, peatland and kelp forest restoration and river catchment management. Helping to provide natural flood risk management, improve water quality and biodiversity.
Department for Environment, Food and Rural Affairs - NEIRF2024CLAIM2 LAKE DISTRICT FOUNDATION
£11,867	01/04/2022	The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem ....more The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem services. In doing so, these projects will stimulate private sector investment in protecting and enhancing the environment in line with the governments 25 Year Environment Plan.Projects receiving funding focus on tackling climate change and restoring nature through schemes such as woodland and habitat creation, peatland and kelp forest restoration and river catchment management. Helping to provide natural flood risk management, improve water quality and biodiversity.
Department for Environment, Food and Rural Affairs - NEIRF2024CLAIM3 LAKE DISTRICT FOUNDATION
£13,389	01/04/2022	The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem ....more The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem services. In doing so, these projects will stimulate private sector investment in protecting and enhancing the environment in line with the governments 25 Year Environment Plan.Projects receiving funding focus on tackling climate change and restoring nature through schemes such as woodland and habitat creation, peatland and kelp forest restoration and river catchment management. Helping to provide natural flood risk management, improve water quality and biodiversity.
DCMS - GRCF2021 - Forest Futures: Woodland Restoration and Creation
£124,750	21/06/2021	Our project, delivered in partnership with Cumbria Woodlands and United Utilities, will deliver important nature restoration activities. We will:Restore the finest and most important ....more Our project, delivered in partnership with Cumbria Woodlands and United Utilities, will deliver important nature restoration activities. We will:Restore the finest and most important woodlands:Cumbria Woodlands, the Woodland Trust and United Utilities have completed assessments of some of the most important Ancient Woodland sites in the Thirlmere Valley, which are both SSSIs and Plantations on Ancient Woodland sites. Funding would enable the delivery of vital restoration work on the ground at Thirlmere. Permissions and plans are in place, and funding will enable us to deliver the most challenging aspects of this work.Growing the woodland creation and management project pipeline:We will provide light touch promotion and advice on woodland creation and management to landowners / managers. This work will raise awareness and generate main streamed applications - supporting jobs, growth and contributing to 25 Year Environment Plan Outcomes.Growing Skills:Work is needed to ensure a skills pipeline into the sector, and to encourage and develop Graduate Foresters to take their first steps on their career pathway and to deliver the Governments bold targets around woodland creation. Funding will enable the creation of a new full time post, supporting a graduate forester to hone and develop their skills.
Garfield Weston Foundation - Main Grants award
£20,000	12/02/2021	Lake District Foundation - Fit for the Future (Core Funding Request)
Nesta - AC00819
£99,850	13/09/2018 16	Rethinking Parks programme grant to Lake District Foundation Grant Ref AC00819
Cumbria Community Foundation - Restoration of the Keswick to Threlkeld railway path
£30,000	22/06/2018	Restoration of the Keswick to Threlkeld railway path

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

ALICE ELIZABETH FORRESTER Appointed: 2021

ANDREW AIREY Appointed: 2017, Other trusteeship: PAPYRUS PREVENTION OF YOUNG SUICIDE,

DAN VISSER Appointed: 2021

DAVID GRAHAM BOOTH Appointed: 2023, Other trusteeship: THE BOOTH BENEVOLENT FUND,

GILL HAIGH Appointed: 2017

JAMES DAMIEN RATCLIFFE Appointed: 2023

KEITH ASHCROFT (Chair) Appointed: 2017

KEVIN MICHAEL SAYERS Appointed: 2023

MATTHEW HARTNETT Appointed: 2019

MIKE INNERDALE Appointed: 2017

PETER RICHARD WAVELL HENSMAN Appointed: 2017, Other trusteeships: RAVENGLASS RAILWAY MUSEUM TRUST, THE BREWERY ARTS CENTRE ENDOWMENT TRUST,

RICHARD LEAFE Appointed: 2017

Legal constitution

Charity registered in England & Wales on 09/08/2017, number: 1174201

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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 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

6 returns made; all on time

Main office

Unit 4
Wayfaring House
Murley Moss Business Park
Oxenholme Road
Kendal
LA9 7RL

Objectives

TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT AND CULTURAL HERITAGE OF THE LAKE DISTRICT BY Ò PROVIDING FUNDING AND SUPPORT FOR CONSERVATION, ENVIRONMENTAL AND CULTURAL INITIATIVES IN THE LAKE DISTRICT AND CUMBRIA; AND Ò INSPIRING PEOPLE TO CARE FOR AND CONTRIBUTE TO THE NATURAL ENVIRONMENT AND CULTURAL HERITAGE OF THE LAKE DISTRICT AND CUMBRIA.

Data Sources