THE CARTMEL FELL EDUCATIONAL FOUNDATION

Charity number: 526424
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Educational Foundation uses its income to help young people under the age of 25 who live within the parish of St Anthony's Church, Cartmel Fell. It provides assistance in purchasing text books, tools and other equipment necessary for their education. It also supports communal events for children to help foster friendship and community relations in a widespread rural area.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £1,118
Total expenditure: £1,150

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 15 August 1973: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CLIVE DARLEY Trustee 24 February 2015
None on record
HELEN TODD Trustee 24 February 2015
None on record
VANDA JANE LAMBTON Trustee 15 June 2011
None on record
JOHN RICHARD WOOD Trustee
None on record
RUTH ELIZABETH SMITH Trustee
None on record
ANTHONY GEORGE CLARKE Trustee
CARTMEL FELL CHURCH TRUST
Received: On time
Rev MICHAEL DAVID WOODCOCK Trustee
SAVIN HILL TOLL BAR
Received: On time
THE HOLY TRINITY WINSTER TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £1.13k £1.14k £1.17k £1.20k £1.12k
Total expenditure £1.45k £960 £953 £930 £1.15k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2024 27 June 2025 On time
Accounts and TAR 31 December 2024 Not required
Annual return 31 December 2023 13 September 2024 On time
Accounts and TAR 31 December 2023 Not required
Annual return 31 December 2022 28 March 2023 On time
Accounts and TAR 31 December 2022 Not required
Annual return 31 December 2021 30 March 2022 On time
Accounts and TAR 31 December 2021 Not required
Annual return 31 December 2020 25 March 2021 On time
Accounts and TAR 31 December 2020 Not required
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Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SCHEME DATED 12 JULY 1973

Charitable objects

OUT OF THE NET YEARLY INCOME OF THE FOUNDATION THE TRUSTEES MAY FIRST ALLOCATE SUCH YEARLY SUM AS THEY THINK FIT, BEING NOT MORE THAN ONE QUARTER OF THE SAID NET INCOME, FOR APPLICATION IN MAKING PAYMENTS TO THE MANAGERS OF ANY MAINTAINED PRIMARY SCHOOL AT WHICH EDUCATION IS PROVIDED FOR PUPILS RESIDENT IN THE PARISH OF CARTMEL FELL FOR DISBURSEMENT IN OR TOWARDS THE COST OF PROVISION FOR THE SCHOOL OR ITS PUPILS OF SUCH SPECIAL BENEFITS, OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY, AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE MANAGERS OF THE SAID SCHOOL. THE RESIDUE OF THE SAID NET INCOME OF THE FOUNDATION SHALL BE APPLIED BY THE TRUSTEE IN ANY OF THE FOLLOWING WAYS FOR THE BENEFIT OF PERSONS OF EITHER SEX WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS, WHO (OR WHOSE PARENTS OR ONE OR OTHER OF THEM) ARE, OR HAVE BEEN AT ANY TIME FOR A PERIOD OF NOT LESS THAN TWO YEARS, RESIDENT IN THE ANCIENT TOWNSHIP AND PARISH OF CARTMEL FELL, AND WHO, IN THE OPINION OF THE TRUSTEES ARE IN NEED OF FINANCIAL ASSISTANCE. (FOR FURTHER DETAILS SEE CLAUSE 15 A-F OF THE SCHEME)

Area of benefit

The area the charity can operate in, as set out in its governing document.

ANCIENT TOWNSHIP AND PARISH OF CARTMEL FELL

Contact information

Address:
THE VICARAGE
CROSTHWAITE
KENDAL
LA8 8HX
Phone:
01539568276
Email:
cartmel.fell.ed.found@gmail.com
Website:

No information available