Finance Score: -5

Governance Score: 2

Support Score: 0

Accounts overdue -5
No PartB

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

No supporters identified

Overall GiG Score: -3

SETMURTHY EDUCATIONAL FOUNDATION

(i) Makes grants to children of Secondary School age and those going on in Further Education,towards their educational expenses, who are resident within the Parish of Setmurthy.(ii) Makes grants towards the upkeep of Setmurthy Parish Hall which is used for Educational Classes. (iii) Makes grants towards the running costs of the above Educational Classes.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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
Latest accounts are overdue for filing

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
30/06/22		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/06/21		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/06/20		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/06/18		£2	£2	£0	£0	£0	£0	n/a	0
30/06/17		£2	£2	£0	£0	£0	£0	n/a	0
30/06/16		£2	£2	£0	£0	£0	£0	n/a	0
30/06/15		£2	£1	£0	£0	£0	£0	n/a	0
30/06/14		£2	£2	£0	£0	£0	£0	n/a	0
30/06/13		£2	£2	£0	£0	£0	£0	n/a	0
30/06/12		£2	£2	£0	£0	£0	£0	n/a	0
30/06/11		£2	£2	£0	£0	£0	£0	n/a	0
30/06/10		£2	£2	£0	£0	£0	£0	n/a	0
30/06/09		£2	£2	£0	£0	£0	£0	n/a	0
30/06/08		£2	£1	£0	£0	£0	£0	n/a	0
30/06/07		£2	£1	£0	£0	£0	£0	n/a	0
30/06/06		£2	£2	£0	£0	£0	£0	n/a	0
30/06/05		£2	£1	£0	£0	£0	£0	n/a	0
30/06/04		£2	£1	£0	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 59 years

gordonpickering@uk2.net

01768776549

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ALEXANDER SETMURTHY FISHER Appointed: 2022

CAROLE RICHARDSON Appointed: 2020

JULIA FISHER (Chair) Appointed: 2020

GORDON PICKERING, Other trusteeship: THE BINSEY TEAM MINISTRY PAROCHIAL CHURCH COUNCIL,

NICOLA JEAN LAWS, Other trusteeship: SETMURTHY PARISH HALL,

Legal constitution

Charity registered in England & Wales on 23/04/1965, number: 526810

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR19: 300 days late,

Main office

BANKS POINT
BASSENTHWAITE LAKE
COCKERMOUTH
CA13 9YD

Objectives

1. ANNUAL PAYMENT TO TRUSTEES OF FORMER CHURCH OF ENGLAND SCHOOL PREMISES SO LONG AS THEY ARE USED FOR THE BENEFIT OF CHILDREN AND ADULTS OR CHILDREN ONLY OF THE LABOURING MANUFACTURING AND OTHER POORER CLASSES. 2. ASSISTING BOYS AND GIRLS FOR PURPOSES OF EDUCATION OTHER THAN ELEMENTARY OR TO ENABLE THEM TO PREPARE FOR SOME PROFESSION, TRADE, OCCUPATION OR SERVICE. 3. OTHERWISE PROMOTING THE EDUCATION, INCLUDING SOCIAL AND PHYSICAL TRAINING OF BOYS AND GIRLS OF THE POORER CLASSES. 4. PROVIDING SPECIAL FACILITIES FOR CHILDREN OR YOUNG PERSONS IN SUBJECTS OF PRACTICAL OR TECHNICAL INSTRUCTION.

Defined Area of Benefit:

ANCIENT TOWNSHIP OF SETMURTHY

Data Sources