Finance Score: -3

Governance Score: 2

Support Score: 2

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 1

LOWER HOLKER VILLAGE HALL

see elsewhere

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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 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
30/09/23		£14	£30	£-15	n/a	n/a	n/a	n/a	n/a
30/09/22		£32	£39	£-7	n/a	n/a	n/a	n/a	n/a
30/09/21		£22	£11	£11	n/a	n/a	n/a	n/a	n/a
30/09/20		£7	£8	£-1	n/a	n/a	n/a	n/a	n/a
30/09/19		£9	£15	£-6	n/a	n/a	n/a	n/a	n/a
30/09/18		£11	£9	£2	£0	£0	£0	n/a	0
30/09/17		£22	£20	£2	£0	£0	£0	n/a	0
30/09/16		£12	£13	£-1	£0	£0	£0	n/a	0
30/09/15		£15	£9	£5	£0	£0	£0	n/a	0
30/09/14		£13	£8	£5	£0	£0	£0	n/a	0
30/09/13		£11	£10	£1	£0	£0	£0	n/a	0
30/09/12		£14	£12	£2	£0	£0	£0	n/a	0
30/09/11		£26	£31	£-5	£0	£0	£0	n/a	0
30/09/10		£18	£12	£5	£0	£0	£0	n/a	0
30/09/09		£14	£16	£-3	£0	£0	£0	n/a	0
30/09/08		£17	£21	£-4	£0	£0	£0	n/a	0
30/09/07	*	£21	£8	£13	£0	£0	£0	n/a	0
30/09/06		£19	£40	£-21	£0	£0	£0	n/a	0
30/09/05	*	£15	£8	£7	£0	£0	£0	n/a	0
30/09/04	*	£16	£7	£9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

015395 58516

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
General Charitable Purposes
Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

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 - Stage Project
£3,801	23/02/2022	Stage Project
National Lottery Community Fund - ENERGY SAVING PROJECT
£10,000	28/09/2016 12	This project will replace the heating system in the main hall. This will enable continued use of the hall by a number of community groups and improve the energy efficiency of the building.
National Lottery Community Fund - Energy Conservation
£10,000	01/04/2011 12	The group will use the funding to improve and insulate the roof of the village hall. This will improve the venue and reduce heating costs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

GILIAN CLEEVE Appointed: 2014

BENJAMIN LEE GLOVER Appointed: 2019

JENNIFER OLDCORN Appointed: 2021

KATHLEEN MICHELE LENNOX Appointed: 2016

PAUL WILLIAM JENKISON (Chair) Appointed: 2016

RHONA ELIZABETH BARTON Appointed: 2013

Legal constitution

Charity registered in England & Wales on 19/04/1963, number: 521211

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures

Filing Record

20 returns made; AR07: 23 days late, AR05: 105 days late, AR04: 30 days late,

Main office

Brandywell
Cark In Cartmel
GRANGE-OVER-SANDS
Cumbria
LA11 7NX

Objectives

VILLAGE HALL

Defined Area of Benefit:

PARISH OF LOWER HOLKER AND THE NEIGHBOURHOOD.

Data Sources