Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

CARTMEL PRIORY TRUST CIO

Religious activities

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
31/12/22	£79	£41	£38	n/a	n/a	n/a	n/a	n/a
31/12/21	£86	£40	£46	n/a	n/a	n/a	n/a	n/a
31/12/20	£77	£103	£-26	n/a	n/a	n/a	n/a	n/a
31/12/19	£121	£79	£42	n/a	n/a	n/a	n/a	n/a
31/12/18	£83	£135	£-53	£0	£0	£0	n/a	0
31/12/17	£108	£5	£103	£0	£0	£0	n/a	0
31/12/16	£294	£11	£283	£0	£0	£0	n/a	0
31/12/15	£57	£8	£49	£0	£0	£0	n/a	0
31/12/14	£57	£128	£-71	£0	£0	£0	n/a	0
31/12/13	£55	£15	£40	£0	£0	£0	n/a	0
31/12/12	£53	£2	£51	£0	£0	£0	n/a	0
31/12/11	£47	£1	£46	£0	£0	£0	n/a	0
31/12/10	£40	£23	£18	£0	£0	£0	n/a	0
31/12/09	£38	£15	£23	£0	£0	£0	n/a	0
31/12/08	£39	£2	£36	£0	£0	£0	n/a	0
31/12/07	£38	£2	£36	£0	£0	£0	n/a	0
31/12/06	£50	£33	£17	£0	£0	£0	n/a	0
31/12/05	£26	£1	£25	£0	£0	£0	n/a	0
31/12/04	£24	£3	£20	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 2 years

PAULANDKATE@MACACE.NET

015395 36261

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

JACQUELINE SANDRA WILLIAMS Appointed: 2021

JOHN CHRISTOPHER IVESON Appointed: 2022

PAUL ARTHUR CHAMBERLAIN Appointed: 2021

REV NICHOLAS EDWARD DEVENISH Appointed: 2021, Other trusteeships: CARTMEL GENERAL CHARITIES (ESTATE CHARITY), THE FRIENDS OF CARTMEL PRIORY TRUST FUND, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CARTMEL,

WENDY ANN ELLIS Appointed: 2022

Legal constitution

Charity registered in England & Wales on 17/12/2021, number: 1197202

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from CARTMEL PRIORY TRUST on 25/05/2022

Main office

The Vicarage
Priest Lane
Cartmel
GRANGE-OVER-SANDS
Cumbria
LA11 6PU

Objectives

THE OBJECTS OF THE CIO ARE:3.1THE ADVANCEMENT OF RELIGION BY THE CONSERVATION, MAINTENANCE, IMPROVEMENT, ENHANCEMENT AND REPLACEMENT OF THE FABRIC, FIXTURES, FITTINGS AND FURNISHINGS OF THE PRIORY CHURCH OF ST. MARY AND ST. MICHAEL, CARTMEL, CUMBRIA (INCLUDING, WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, THE CHURCHYARD AND HEREDITAMENTS WITHIN THE CURTILAGE OF THE CHURCHYARD) AS A PLACE OF LIVING CHRISTIAN WORSHIP WITHIN THE VILLAGE OF CARTMEL AND PROVIDED THAT SHOULD THE PRIORY CHURCH CEASE TO BE A PLACE OF LIVING CHRISTIAN WORSHIP THEN THE SECONDARY OBJECT SHALL BE THE FURTHERANCE AND ADVANCEMENT OF THE CHRISTIAN FAITH WITHIN THE LOCALITY OF CARTMEL BY (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE CONSTRUCTION AND MAINTENANCE OF A PLACE OF WORSHIP;3.2THE ADVANCEMENT OF THE CHRISTIAN FAITH MORE GENERALLY IN CARTMEL AND ITS SURROUNDING AREAS.

Data Sources