Finance Score: -5

Governance Score: -2

Support Score: 4

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2

Overall weighted support: +4

Overall GiG Score: -3

THE BORROWDALE INSTITUTE

Provision of a hall for the leisure and education of residents and visitors to the valley

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

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

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/24		£74	£57	£17	n/a
31/03/23	*	£34	£59	£-25	n/a
31/03/22		£104	£223	£-119	n/a
31/03/21		£251	£179	£72	n/a
31/03/20		£35	£19	£16	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

malcolmstonestreet@gmail.com

01768777671

Charity Commission for England and Wales

Listed activities

Recreation

GiG Classification

Village halls & community buildings

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria,

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£83,308
Garfield Weston Foundation	£10,000
Cumbria Community Foundation	£1,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Renovation of the Borrowdale Institute – Phase 2
£10,000	26/05/2023	The funding will be used to replace the hall flooring in this well used community hub which is becoming rapidly unsafe and hazardous. The project aims to ensure this final stage of renovations is complete to allow it's many service users to be able ....more The funding will be used to replace the hall flooring in this well used community hub which is becoming rapidly unsafe and hazardous. The project aims to ensure this final stage of renovations is complete to allow it's many service users to be able to attend the hall.
Garfield Weston Foundation - Main Grants award
£10,000	06/04/2023	Borrowdale Institute Renovation Phase 2
Cumbria Community Foundation - Tables and chairs for Herdwick Suite
£1,000	05/05/2021	Tables and chairs for Herdwick Suite
National Lottery Community Fund - The renovation of the Borrowdale Institute
£73,308	18/03/2020 12	The funding will go towards the cost of the refurbishment of The Borrowdale Institute, a community village hall, which remains a focal point for the community. The hall hosts such as the Annual Farmers' Dinner, photography classes, school sports and ....more The funding will go towards the cost of the refurbishment of The Borrowdale Institute, a community village hall, which remains a focal point for the community. The hall hosts such as the Annual Farmers' Dinner, photography classes, school sports and drama activities. They have been working hard to secure support from within the community, and beyond, to realise their aspiration of modernising and securing their building for future generations and visitors.
Cumbria Community Foundation - Borrowdale Institute refurbishment
£5,000	19/12/2018	Borrowdale Institute refurbishment

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ADRIAN PAYE Appointed: 2019

CRAIG FEARON Appointed: 2019

JOHN POSTANS Appointed: 2020

LEWIS HARRISON Appointed: 2019

MARGARET JULIA BRAITHWAITE Appointed: 2023

NIGEL DIXON (Chair) Appointed: 2019

PAMELA COOKE Appointed: 2019

PENELOPE MARY DEZOUCHE COOKE Appointed: 2023

RALF SMITS Appointed: 2019

REV CHARLES HENRY HOPE Appointed: 2019

REV DR MARK RADCLIFFE Appointed: 2023, Occupation: Charity Trustee

Legal constitution

Charity registered in England & Wales on 03/01/2019, number: 1181396

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

5 returns made; AR23: 26 days late,

Main office

Borrowdale Institute
Rosthwaite
KESWICK
CA12 5XB

Objectives

THE OBJECT OF THE CHARITY SHALL BE THE PROVISION AND MAINTENANCE OF A VILLAGE HALL FOR THE USE OF THE INHABITANTS OF THE PARISH OF BORROWDALE (HEREINAFTER CALLED THE ‘AREA OF BENEFIT’) WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, INCLUDING USE FOR MEETINGS, LECTURES AND CLASSES, AND FOR OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.

Data Sources

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