Finance Score: -2

Governance Score: 1

Support Score: 0

Deficit latest year: -2
No PartB

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 4

FRIENDS OF THE ULLSWATER WAY

Advancing education of the cultural history, art and heritage of the Ullswater Valley.Providing or assisting in the provision of facilities and incentives to aid conditions of life the Ullswater Valley.Advancing the establishment of community heritage centres in the Ullswater Valley.Promoting activities that inspire the use of natural and cultural heritage as inspiration in artistic work.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/12/22	£2,936	£4,218	£-1,282	100
31/12/21	£9,296	£3,273	£6,023	20
31/12/20	£1,501	£1,093	£408	10

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

www.ullswaterheritage.org

ceciliafryis@gmail.com

01768482588

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
100 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 - Signage for The Eamont Way
£1,498	05/05/2021	Signage for The Eamont Way

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANNE CLARKE Appointed: 2019

GORDON THOMAS LIGHTBURN (Chair) Appointed: 2019

JANE FIRTH Appointed: 2019

JOSEPH BALL Appointed: 2024

PATRICIA MARY ROSE PALMER Appointed: 2023

TIM CLARKE Appointed: 2019

MILES MACINNES Appointed: 2020, Other trusteeship: BARTON & POOLEY BRIDGE COMMUNITY FUND,

Legal constitution

Charity registered in England & Wales on 27/08/2019, number: 1185056

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests

Filing Record

3 returns made; all on time

Main office

5 Grassthwaite Howe
Glenridding
PENRITH
CA11 0PY

Objectives

THE OBJECTS OF THE CIO ARE I) TO ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC, VOLUNTARY, COMMUNITY AND OTHER BODIES WITH A VIEW TO FOSTERING A BETTER COLLECTIVE KNOWLEDGE, APPRECIATION AND UNDERSTANDING OF THE CULTURAL HISTORY, ART AND HERITAGE OF THE ULLSWATER VALLEY.II) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE IN PARTICULAR BUT NOT EXCLUSIVELY BY A SERIES OF INCENTIVES TO WALK AND EXPLORE.III) TO ADVANCE THE ESTABLISHMENT OF ONE OR MORE COMMUNITY HERITAGE CENTRES WITHIN ULLSWATER VALLEY, MAKING MATERIALS, OBJECTS AND STORIES CAPABLE OF EDUCATING AVAILABLE TO THE PUBLIC, AND TO PROMOTE UNDERSTANDING OF LOCAL HISTORY AND CULTURE. SUCH CENTRES HAVE A RANGE OF TARGET AUDIENCES, INCLUDING LOCAL PRIMARY AND SECONDARY CHILDREN, AS WELL AS VISITOR FAMILIES AND WILL BE DESIGNED TO INTEGRATE WITH SIMILAR CENTRES IN THE REGION, USING ACCESSIBLE, USER-FRIENDLY TECHNOLOGY.IV) TO PROMOTE ARTISTIC AND CULTURAL ACTIVITIES THAT WILL INSPIRE CURRENT AND FUTURE GENERATIONS TO ENGAGE WITH THE ARTS AND USE NATURAL AND CULTURAL HERITAGE AS INSPIRATION FOR THEIR WORK.

Data Sources