Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

BRYAN LANCASTER TRUST

Bryan Lancaster is an independent Quaker charity.It makes small grants to other registered charities for the relief of social exclusion predominately in Kendal, Cumbria and the North West. It also makes grants to various Quaker charities.Occasional grants are made to British charities working abroad.Grants to individuals are made via other registered charities & statutory bodies.

Analysis by Giving is Great

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

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
31/07/23		£25	£25	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/07/22		£25	£19	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/07/21		£23	£22	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/07/20	*	£32	£26	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/07/19		£24	£26	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/07/18		£24	£26	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/07/17		£24	£17	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/07/16		£25	£25	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/07/15		£24	£27	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/07/14		£27	£27	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/07/13		£23	£23	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/07/12		£58	£20	£38	n/a	n/a	n/a	n/a	n/a	n/a
31/07/11		£20	£16	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/07/10		£17	£15	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/07/09		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/07/08		£19	£14	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/07/07		£17	£15	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/07/06		£15	£18	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/07/05		£18	£13	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/07/04		£17	£12	£5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 59 years

01539727733

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Cumbria, Lancashire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

ANNA HALL

DAVID FRANCIS PETRIE

SUAN MARSTON Appointed: 2013

SUSAN MARY BULLARD

Legal constitution

Charity registered in England & Wales on 27/09/1965, number: 222902

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investing charity funds policy and procedures
Investment

Filing Record

20 returns made; AR20: 10 days late,

Main office

C/O FRIENDS MEETING HOUSE
STRAMONGATE
KENDAL
CUMBRIA
LA9 4BH

Objectives

1. THE TRUSTEES SHALL APPLY 2% OF THE INCOME OF THE CHARITY OR SUCH SUM AS THE COMMISSIONERS APPROVE FROM TIME TO TIME IN RELIEVING GENERALLY OR INDIVIDUALLY PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS WITH PREFERENCE FOR SUCH PERSONS WHO ARE RESIDENT IN THE BOROUGH OF KENDAL. 2. APPLY THE RESIDUE OF SUCH INCOME FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT.

Defined Area of Benefit:

BOROUGH OF KENDAL

Data Sources

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