NORTHERN FELLS RURAL COMMUNITY DEVELOPMENT GROUP
Charity overview
Activities - how the charity spends its money
The Northern Fells Rural Community Development Group promotes and undertakes charitable activities of any kind for the benefit and welfare of the inhabitants, communities and organisations in the parishes of Ireby with Uldale, Boltons, Westward, Sebergham, Caldbeck, Castle Sowerby and Mungrisdale in Cumbria
Income and expenditure
Data for financial year ending 31 March 2025
Total income:
£632,328
| Donations and legacies | £485.31k | |
| Charitable activities | £108.44k | |
| Other trading activities | £25.35k | |
| Investments | £1.51k | |
| Other | £11.72k |
Total expenditure:
£191,073
| Raising funds | £4.85k | |
| Charitable activities | £186.22k | |
| Other | £0 |
-£1,638 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
Charitable expenditure
Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.
In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.
Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.
By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.
| Raising funds and other expenditure | £4.85k | |
| Charitable expenditure | £186.22k | |
| Retained for future use | £441.26k |
People
8 Employee(s)
11 Trustee(s)
60 Volunteer(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
Trading
Trustee payments
What, who, how, where
- General Charitable Purposes
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Economic/community Development/employment
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- The General Public/mankind
- Provides Human Resources
- Provides Services
- Provides Advocacy/advice/information
- Sponsors Or Undertakes Research
- Acts As An Umbrella Or Resource Body
- Cumbria
Governance
- 16 September 2002: Standard registration
- NORTHERN FELLS GROUP (Working name)
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
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
11 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| PETER GEOFFREY HINE | Chair | 18 December 2013 |
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| Karen Atkinson | Trustee | 17 October 2022 |
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| ELIZABETH GRAHAM | Trustee | 15 October 2022 |
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| Philippa Groves | Trustee | 28 January 2022 |
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| ANDREW ROSE | Trustee | 13 May 2019 |
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| Anne Burgess | Trustee | 28 January 2019 |
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| STEPHEN ROUTH BROCKBANK | Trustee | 18 May 2016 |
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| TIMOTHY HENRY CARTMELL | Trustee | 03 September 2015 |
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| Michael Richardson | Trustee | 03 September 2015 |
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| PETER JOHN HAY PEARSON | Trustee | 10 September 2014 |
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| KEITH ANTHONY BRIDGES | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Total gross income | £125.58k | £149.20k | £186.98k | £143.25k | £632.33k | |
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Total expenditure | £131.95k | £136.30k | £144.87k | £183.81k | £191.07k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | £2.70k | £2.20k | £2.75k | N/A | |
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Income - Donations and legacies | N/A | N/A | N/A | N/A | £485.31k | |
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Income - Other trading activities | N/A | N/A | N/A | N/A | £25.35k | |
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Income - Charitable activities | N/A | N/A | N/A | N/A | £108.44k | |
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Income - Endowments | N/A | N/A | N/A | N/A | £0 | |
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Income - Investment | N/A | N/A | N/A | N/A | £1.51k | |
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Income - Other | N/A | N/A | N/A | N/A | £11.72k | |
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Income - Legacies | N/A | N/A | N/A | N/A | £476.22k | |
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Expenditure - Charitable activities | N/A | N/A | N/A | N/A | £186.22k | |
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Expenditure - Raising funds | N/A | N/A | N/A | N/A | £4.85k | |
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Expenditure - Governance | N/A | N/A | N/A | N/A | £0 | |
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Expenditure - Grants institution | N/A | N/A | N/A | N/A | £0 | |
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Expenditure - Investment management | N/A | N/A | N/A | N/A | £0 | |
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Expenditure - Other | N/A | N/A | N/A | N/A | £0 |
Assets and liabilities
Definitions for assets and liabilities
These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.
Long term InvestmentsInvestments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.
These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.
Defined benefit pension scheme asset or liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.
| Asset / Liability | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | 31/03/2025 | ||
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Own use assets | N/A | N/A | N/A | N/A | £4.64k | |
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Long-term investments | N/A | N/A | N/A | N/A | £54.26k | |
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Other assets | N/A | N/A | N/A | N/A | £537.38k | |
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Defined benefit pension scheme asset or liability | N/A | N/A | N/A | N/A | £0 | |
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Total liabilities | N/A | N/A | N/A | N/A | £65.10k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 March 2025 | 07 January 2026 | On time | |
| Accounts and TAR | 31 March 2025 | 07 January 2026 | On time | Download Open in new window |
| Annual return | 31 March 2024 | 06 December 2024 | On time | |
| Accounts and TAR | 31 March 2024 | 06 December 2024 | On time | Download Open in new window |
| Annual return | 31 March 2023 | 31 January 2024 | On time | |
| Accounts and TAR | 31 March 2023 | 31 January 2024 | On time | Download Open in new window |
| Annual return | 31 March 2022 | 11 October 2022 | On time | |
| Accounts and TAR | 31 March 2022 | 11 October 2022 | On time | Download Open in new window |
| Annual return | 31 March 2021 | 01 October 2021 | On time | |
| Accounts and TAR | 31 March 2021 | 01 October 2021 | On time | Download Open in new window |
Governing document
It is not the full text of the charity's governing document.
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 6 AUGUST 2002 as amended on 05 Oct 2022
Charitable objects
THE OBJECTS FOR WHICH THE GROUP IS ESTABLISHED ARE PRIMARILY TO PROMOTE THE BENEFIT OF THE INHABITANTS OF THE PARISHES OF IREBY WITH ULDALE, BOLTONS, WESTWARD, SEBERGHAM, CALDBECK, CASTLE SOWERBY AND MUNGRISDALE IN THE COUNTY OF CUMBRIA WITHOUT DISTINCTION OF AGE, GENDER, SEXUAL ORIENTATION, RACE, DISABILITY OR POLITICAL RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER WITH THE SAID INHABITANTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION, RELIEVE POVERTY, SICKNESS AND DISTRESS AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE AND RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS AND SECONDARILY AND ANCILLARY TO THE PRIMARY OBJECTS TO BENEFIT PERSONS LIVING OUTSIDE THE NAMED PARISHES ON THE SAME TERMS AND BY THE SAME MEANS
Area of benefit
PARISHES OF IREBY WITH ULDALE, BOLTONS,WESTWARD,SEBERGHAM,CALDBECK, CASTLE SOWERBY AND MUNGRISDALE IN THE COUNTY OF CUMBRIA
Contact information
- Address:
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Millhouse Village Hall
Hesket Newmarket
WIGTON
Cumbria
CA7 8HR
- Phone:
- 07376 211995
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