AMBLESIDE WELFARE CHARITY

Charity Number: 214759
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Makes grants and donations to applicants who must be resident in the Ambleside ward of the Lakes Urban Council, for "Need, Hardship and Distress". Monies for distribution from leasing out of two town centre properties as retail outlets.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £60,419
Total expenditure: £33,589

People

7 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 28 April 1971: 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:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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
NICHOLAS MARTIN Chair 23 September 2013
None on record
Christopher Shepherd Trustee 20 May 2024
KELSICK'S EDUCATIONAL FOUNDATION
Received: On time
Rev Andrew Smith Trustee 23 September 2023
None on record
VERNON RIGG Trustee 24 February 2014
None on record
FIONA WOODBURN Trustee
None on record
LINDA DIXON Trustee
None on record
BRIAN ELLERAY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £55.93k £15.30k £70.86k £61.51k £60.42k
Total expenditure £74.04k £27.12k £41.06k £37.87k £33.59k
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 2023 18 June 2024 On Time
Accounts and TAR 31 December 2023 18 June 2024 On Time Download Open in new window
Annual return 31 December 2022 20 June 2023 On Time
Accounts and TAR 31 December 2022 20 June 2023 On Time Download Open in new window
Annual return 31 December 2021 09 August 2022 On Time
Accounts and TAR 31 December 2021 09 August 2022 On Time Download Open in new window
Annual return 31 December 2020 24 July 2021 On Time
Accounts and TAR 31 December 2020 Not Required
Annual return 31 December 2019 23 November 2020 23 days late
Accounts and TAR 31 December 2019 23 November 2020 23 days late Download Open in new window
Submit annual return Open in new window

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 OF THE 28 APRIL 1971

Charitable objects

TO RELIEVE GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Area of benefit

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

AMBLESIDE WARD OF THE LAKES URBAN DISTRICT

Contact information

Address:
36 Hill Top View
Bowburn
DURHAM
DH6 5BU
Phone:
07706847112
Email:
mjohn59655uk@yahoo.com
Website:

No information available