Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

ARNSIDE EDUCATIONAL INSTITUTE

The charity operates a village hall which provides facilities for local activities. It provides support for local educational activities.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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 and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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	Volun- teers
31/12/23		£77	£76	£1	n/a	n/a	n/a	n/a	n/a	5
31/12/22		£48	£58	£-10	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£41	£53	£-13	n/a	n/a	n/a	n/a	n/a	1
31/12/20		£50	£53	£-3	n/a	n/a	n/a	n/a	n/a	1
31/12/19		£60	£47	£13	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£58	£51	£7	£0	£0	£0	n/a	0	0
31/12/17		£34	£48	£-15	£0	£0	£0	n/a	0	0
31/12/16		£74	£110	£-37	£0	£0	£0	n/a	0	0
31/12/15		£53	£52	£1	£0	£0	£0	n/a	0	0
31/12/14		£34	£56	£-22	£0	£0	£0	n/a	0	0
31/12/13		£84	£54	£30	£0	£0	£0	n/a	0	0
31/12/12		£42	£55	£-13	£0	£0	£0	n/a	0	0
31/12/11		£42	£43	£-1	£0	£0	£0	n/a	0	0
31/12/10	*	£43	£44	£-2	£0	£0	£0	n/a	0	0
31/12/09		£40	£51	£-11	£0	£0	£0	n/a	0	0
31/12/08		£39	£43	£-4	£0	£0	£0	n/a	0	0
31/12/07	*	£34	£47	£-13	£0	£0	£0	n/a	0	0
31/12/06	*	£35	£37	£-2	£0	£0	£0	n/a	0	0
31/12/05	*	£33	£45	£-12	£0	£0	£0	n/a	0	0
31/12/04		£38	£71	£-33	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

www.arnsideeducationalinstitute.org

arnsideei@btconnect.com

01524762828

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
5 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 - Subsidising venue hire for community groups
£500	31/01/2022	Subsidising venue hire for community groups

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

DR ANTHONY STURDEE Appointed: 2023

DR VIVIEN MAUTNER Appointed: 2018

GRACE CHAPMAN Appointed: 2024

JANET HARGREAVES Appointed: 2024

JOCELYN ANNE PRITCHARD Appointed: 2023

JOHN CHRISTOPHER GIBBS Appointed: 2021

JOHN MICHAEL FITZGERALD Appointed: 2023

JOHNATHAN RACE (Chair) Appointed: 2021

NEIL WEBSTER Appointed: 2018

PAMELA JEAN THOMPSON Appointed: 2004

RICHARD HORNCASTLE

VINCENT STRINGER Appointed: 2021

Legal constitution

Charity registered in England & Wales on 16/06/1964, number: 526894

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR10: 198 days late, AR07: 130 days late, AR06: 27 days late, AR05: 14 days late,

Main office

Educational Institute
Church Hill
Arnside
Carnforth
LA5 0DF

Objectives

(1) TO PROMOTE THE EDUCATION OF PERSONS RESIDING IN THE PARISH OF ARNSIDE AND SURROUNDING AREAS.(2) IF AND IN SO FAR AS THE CHARITY LAND CANNOT BE USED FOR THE ABOVE OBJECT, IT MAY BE USED AS A VILLAGE HALL FOR USE BY THE INHABITANTS OF THE AREA OF BENEFIT WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, INCLUDING USE FOR: (A) MEETINGS, LECTURES AND CLASSES, AND (B) OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS.(3) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MAY BE RETAINED BY THE COMMITTEE FOR USE FOR THE OBJECT OF THE CHARITY.

Defined Area of Benefit:

THE PARISH OF ARNSIDE, CUMBRIA

Data Sources