Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: 2

THE BARTON EDUCATIONAL FOUNDATION

grants to students in higher and tertiary education who live in the historic parish of Barton, Cumbria

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

Established: 59 years

07923564280

Charity Commission for England and Wales

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
31/12/23	£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/22	£1	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/21	£1	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/20	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/19	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/18	£1	£1	£0	£0	£0	£0	n/a	0
31/12/17	£1	£1	£0	£0	£0	£0	n/a	0
31/12/16	£1	£1	£0	£0	£0	£0	n/a	0
31/12/15	£1	£1	£0	£0	£0	£0	n/a	0
31/12/14	£1	£1	£0	£0	£0	£0	n/a	0
31/12/13	£1	£1	£0	£0	£0	£0	n/a	0
31/12/12	£1	£1	£0	£0	£0	£0	n/a	0
31/12/11	£1	£1	£0	£0	£0	£0	n/a	0
31/12/10	£1	£1	£0	£0	£0	£0	n/a	0
31/12/09	£1	£1	£0	£0	£0	£0	n/a	0
31/12/08	£1	£1	£0	£0	£0	£0	n/a	0
31/12/07	£1	£1	£0	£0	£0	£0	n/a	0
31/12/06	£1	£1	£0	£0	£0	£0	n/a	0
31/12/05	£1	£1	£0	£0	£0	£0	n/a	0
31/12/04	£1	£0	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Individuals

Where it operates

Cumbria,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

AMANDA CHRISTINE FABI Appointed: 2015

DAVID JAMES ARMITAGE Appointed: 2013

GILLIAN MARGARET MACKEY, Other trusteeship: PARKIN MEMORIAL HALL - POOLEY BRIDGE,

IAN EDMUND CHAMBERS Appointed: 2015

JOYCE ROBINSON Appointed: 2012

KIRSTY JANINE WRIGHT Appointed: 2016

NICKY STEELS Appointed: 2022

REV GEOFFREY EDWARD WITHERS (Chair) Appointed: 2023

SARAH NEWBY Appointed: 2017

Legal constitution

Charity registered in England & Wales on 16/03/1965, number: 526927

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; all on time

Main office

WAYSIDE
POOLEY BRIDGE
PENRITH
CA10 2NG

Objectives

A) ASSISTING MANAGERS OR GOVENORS OF ANY VOLUNTARY SCHOOL IN THE BENEFICIAL AREA TO MAINTAIN SUCH SCHOOL; B) AWARDING SCHOLARSHIPS, BURSARIES OR MAINTENACE ALLOWANCES AND C) PROVIDING FINANCIAL ASSISTANCE TO ENABLE CHILDREN AND YOUNG PERSONS RESIDENT IN THE BENEFICIAL AREA WHO ARE IN NEED OF FINANCIAL ASSISTANCE, ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR, OR TO ASSIST THEIR ENTRY INTO A PROFESSION TRADE OR CALLING. D)IN OTHERWISE PROMOTING EDUCATION IN THE BENEFICIAL AREA.

Defined Area of Benefit:

THE ANCIENT PARISH OF BARTON

Data Sources