Finance Score: -2
Governance Score: 5
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 3 ?

SOUTH LAKES CIRCUIT OF THE METHODIST CHURCH

The charity acts as an 'umbrella 'organisation to support the activities of the Christian churches in the South Lakes area of Cumbria which are affiliated to the Methodist Church. Specifically the charity engages the Ministers who have pastoral charge over these churches, and will organise religious activities and meetings in support.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • There are 34 trustees whereas the Charities Commission recommends a maximum of 12
  • Over half the Board have joined recently

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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£144£182£-38n/an/an/an/an/an/a
31/08/22£162£235£-73n/an/an/an/an/an/a
31/08/21£157£188£-32n/an/an/an/an/an/a
31/08/20£171£234£-63n/an/an/an/an/an/a
31/08/19£170£212£-41n/an/an/an/an/an/a
31/08/18£174£203£-29n/an/an/an/an/an/a
31/08/17£185£166£19n/an/an/an/an/an/a
31/08/16£151£204£-53n/an/an/an/an/an/a
31/08/15£146£180£-34n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 10 years
Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Religious Activities
GiG Classification
  • Christian congregations
How it operates
  • Acts as an umbrella or resource body
  • Provides services
Where it operates
  • Cumbria,
Who it helps
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (34)
Current Trustees appointed
Gender Split
Based on 32/34 persons

  • ANN JACQUELINE LARBALESTIER Appointed: 2012
  • ANDI FLEMING Appointed: 2017
  • ANDREW ROBERT LOCKLEY Appointed: 2021
  • BRENDA ROBINSON Appointed: 2012
  • BRIAN BIRTWISTLE Appointed: 2016
  • BARBARA JANET CROMPTON Appointed: 2022
  • CAROL GALLOWAY Appointed: 2022
  • CAROL LAMB Appointed: 2022
  • CHARLES BARRIE THORNLEY Appointed: 2022
  • CHRISTINE JANET STUART-WOODBURN Appointed: 2022
  • CHRISTINE WRIGHT Appointed: 2022
  • DR JOHN BIGGS MA, PHD Appointed: 2012
  • DAVID WILLIAM EDMONDSON Appointed: 2022
  • ELIZABETH ANN MARTIN Appointed: 2022
  • GLENDA CLARK Appointed: 2012
  • GILLIAN DE BOURCIER Appointed: 2018
  • HAZEL MARY EDMONDSON Appointed: 2022
  • HOWARD THOMPSON Appointed: 2022
  • JANE ELIZABETH SHAKESHAFT Appointed: 2022
  • JUDITH ENID MARY SHAPLAND Appointed: 2022
  • LESLEY THOMPSON Appointed: 2020
  • MICHAEL LARBALESTIER Appointed: 2020
  • MR DARE HOLLAND Appointed: 2014
  • MARGARET JILL LUDLOW Appointed: 2022
  • MARTYN COE Appointed: 2022
  • MICHAEL CORIN Appointed: 2022
  • PAUL RICHARD RAND Appointed: 2022
  • PETER JOHN MCPHERSON NICOL Appointed: 2022
  • RONALD EDWIN SHAPLAND Appointed: 2016
  • REV DAVID ALLEN JACKSON Appointed: 2021
  • REV GRACE RACHEL CAULDWELL (Chair) Appointed: 2022
  • REVD JOANNA RAND Appointed: 2013
  • ROWLEEN RICHARDSON Appointed: 2022
  • SUSAN MARGARET NICOL Appointed: 2022
Legal constitution
  • Charity registered in England & Wales on 04/02/2015, number: 1160337
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
9 returns made; all on time
Main office

21 THE DRIVE
ULVERSTON
LA12 0DT

Objectives

THE PURPOSES OF THE METHODIST CHURCH ARE AND SHALL BE DEEMED TO HAVE BEEN SINCE THE DATE OF UNION THE ADVANCEMENT OF -(A) THE CHRISTIAN FAITH IN ACCORDANCE WITH THE DOCTRINAL STANDARDS AND THE DISCIPLINE OF THE METHODIST CHURCH;(B) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY CONNEXIONAL, DISTRICT, CIRCUIT, LOCAL OR OTHER ORGANISATION OF THE METHODIST CHURCH;(C) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY SOCIETY OR INSTITUTION SUBSIDUARY OR ANCILLARY TO THE METHODIST CHURCH;(D) ANY PURPOSE FOR THE TIME BEING OF ANY CHARITY BEING A CHARITY SUBSIDIARY OR ANCILLARY TO THE METHODIST CHURCH.

Data Sources

Charity Commission for England and Wales

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