BOWNESS AND WINDERMERE COMMUNITY CARE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 18 February 2000
Removed: Not supplied
Company number supplied: 03857179
Financial period: 1 April 2024 – 31 March 2025
Latest income: £44,858
Latest expenditure: £59,216
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: B W C C T, THE PHOENIX CENTRE, PHOENIX WAY, WINDERMERE, LA23 1BZ

Website recorded by the regulator: www.thephoenixcentre.co.uk (displayed as text)

02 Activities

What the charity does

The Bowness and Windermere Community Care Trust exists to promote the wellbeing of the local community byengaging, responding, caring and serving.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 17 November 2025
Date Accounts Received: 17 November 2025
Total Gross Income: £44,858
Total Gross Expenditure: £59,216

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 17 December 2024
Date Accounts Received: 17 December 2024
Total Gross Income: £39,624
Total Gross Expenditure: £59,808

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 2 January 2024
Date Accounts Received: 2 January 2024
Total Gross Income: £25,125
Total Gross Expenditure: £59,457

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 20 December 2022
Date Accounts Received: 20 December 2022
Total Gross Income: £43,726
Total Gross Expenditure: £78,933

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 17 December 2021
Date Accounts Received: 17 December 2021
Total Gross Income: £81,247
Total Gross Expenditure: £85,313

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 17 November 2025
Total Gross Income: £44,858
Total Gross Expenditure: £59,216
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Total Gross Income: £39,624
Total Gross Expenditure: £59,808
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 2 January 2024
Total Gross Income: £25,125
Total Gross Expenditure: £59,457
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 20 December 2022
Total Gross Income: £43,726
Total Gross Expenditure: £78,933
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £1,937
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 17 December 2021
Total Gross Income: £81,247
Total Gross Expenditure: £85,313
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £44,957
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 65

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

07 Official extract

Charity Event History

Charity Name: BOWNESS AND WINDERMERE COMMUNITY CARE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2000-02-18T00:00:00

Charity Name: BOWNESS AND WINDERMERE COMMUNITY CARE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2023-07-14T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 1038565
Assoc Registered Charity Number: 1038565
Assoc Charity Name: ROTARY CLUB OF AMBLESIDE TRUST FUND

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 11 OCTOBER 1999
Charitable Objects: THE RELIEF OF THOSE IN NEED AMONGST POOR, AGED AND DISABLED PEOPLE AND THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE OR PURPOSES IN WINDERMERE AND THE SURROUNDING AREAS AS THE TRUSTEES FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINEE
Area Of Benefit: WINDERMERE AND THE SURROUNDING AREAS

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Paying staff

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management