MORECAMBE BAY PARTNERSHIP — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 20 June 2017
Removed: Not supplied
Financial period: 1 April 2025 – 31 March 2026
Latest income: £630,938
Latest expenditure: £545,545
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Morecambe Bay Partnership, Victoria Hall, Main Street, GRANGE-OVER-SANDS, Cumbria, LA11 6DP

Website recorded by the regulator: www.morecambebay.org.uk (displayed as text)

02 Activities

What the charity does

Morecambe Bay Partnership celebrates and encourages greater understanding and enjoyment of the Bay area's natural, cultural and historic assets; conserves the unique wildlife, culture and heritage; connects people with their place and with one another to improve their quality of life; and collaborates with key partners and the local community.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Cycle Reference: AR26
Reporting Due Date: 31 January 2027
Date Annual Return Received: 2 October 2026
Date Accounts Received: 2 October 2026
Total Gross Income: £630,938
Total Gross Expenditure: £545,545

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: 29 October 2025
Date Accounts Received: 29 October 2025
Total Gross Income: £486,845
Total Gross Expenditure: £427,797

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: 7 October 2024
Date Accounts Received: 7 October 2024
Total Gross Income: £493,978
Total Gross Expenditure: £626,977

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: 20 November 2023
Date Accounts Received: 20 November 2023
Total Gross Income: £524,830
Total Gross Expenditure: £485,054

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: 30 January 2023
Date Accounts Received: 30 January 2023
Total Gross Income: £361,930
Total Gross Expenditure: £422,533

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Due Date: 31 January 2027
Ar Received Date: 2 October 2026
Total Gross Income: £630,938
Total Gross Expenditure: £545,545
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £3
Income From Government Contracts: 48906
Income From Government Grants: £399,012
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: Yes
Employees Salary Over 60k: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 29 October 2025
Total Gross Income: £486,845
Total Gross Expenditure: £427,797
Grant Making Is Main Activity: No
Count Govt Contracts: 1
Count Govt Grants: £3
Income From Government Contracts: 8857
Income From Government Grants: £302,303
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 7 October 2024
Total Gross Income: £493,978
Total Gross Expenditure: £626,977
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £342,419
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: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 20 November 2023
Total Gross Income: £524,830
Total Gross Expenditure: £485,054
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £322,065
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: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
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: 30 January 2023
Total Gross Income: £361,930
Total Gross Expenditure: £422,533
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 3
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Contracts: 67532
Income From Government Grants: £175,483
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 600

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Due Date: 31 January 2027
Ar Received Date: 2 October 2026
Income Donations And Legacies: 543317
Income Other Trading Activities: 0
Income Charitable Activities: 63485
Income Investments: 24136
Income Other: 0
Income Total Income And Endowments: 630938
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £41,912
Expenditure Charitable Expenditure: £503,633
Expenditure Other: 0
Expenditure Total: 545545
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 7829
Expenditure Support Costs: 36889
Expenditure Depreciation: 1519
Gain Loss Investment: 24136
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £149,968
Assets Total Fixed: 6073
Assets Own Use: 6073
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £706,447
Assets Total Liabilities: £367,239
Assets Current Investment: 0
Assets Total Assets And Liabilities: £345,281
Creditors One Year Total Current: 367239
Creditors Falling Due After One Year: 0
Assets Cash: £669,883
Funds Endowment: 0
Funds Unrestricted: 149698
Funds Restricted: 195583
Funds Total: 345281
Count Employees: 8
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 20 November 2023
Income Donations And Legacies: 7081
Income Other Trading Activities: 0
Income Charitable Activities: 512276
Income Investments: 5473
Income Other: 0
Income Total Income And Endowments: 524830
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £29,158
Expenditure Charitable Expenditure: £455,896
Expenditure Other: 0
Expenditure Total: 485054
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 5351
Expenditure Support Costs: 45236
Expenditure Depreciation: 3286
Gain Loss Investment: 5473
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 13146
Gain Loss Other: 0
Reserves: £111,198
Assets Total Fixed: 13146
Assets Own Use: 13146
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £709,788
Assets Total Liabilities: £389,095
Assets Current Investment: 0
Assets Total Assets And Liabilities: £333,839
Creditors One Year Total Current: 389095
Creditors Falling Due After One Year: 0
Assets Cash: £644,823
Funds Endowment: 0
Funds Unrestricted: 128152
Funds Restricted: 205687
Funds Total: 333839
Count Employees: 13
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

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

07 Official extract

Charity Classification

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

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

08 Official extract

Charity Event History

Charity Name: MORECAMBE BAY PARTNERSHIP
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-06-20T00:00:00

Charity Name: MORECAMBE BAY PARTNERSHIP
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-06-20T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 3981013
Assoc Registered Charity Number: 1089559
Assoc Charity Name: MORECAMBE BAY PARTNERSHIP

09 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 20 Jun 2017
Charitable Objects: THE OBJECTS OF THE CIO ARE:1) TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF MORECAMBE BAY FOR PUBLIC BENEFIT, IN PARTICULAR THROUGH THE PROTECTION AND MAINTENANCE OF THE BAY'S COASTAL AND MARINE ENVIRONMENTS.2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE NATURAL AND CULTURAL HISTORY, CONSERVATION, ENVIRONMENT AND MANAGEMENT OF MORECAMBE BAY.3) TO DEVELOP THE CAPACITY AND SKILLS OF THE MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITY OF MORECAMBE BAY IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY.4) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION OR LEISURE TIME OCCUPATION OF INDIVIDUALS IN THE MORECAMBE BAY AREA WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIALCIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

10 Official extract

Charity Other Names

Charity Name Id: 719955
Charity Name Type: Working name
Charity Name: Our Morecambe Bay

11 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Volunteer management

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Paying staff

Policy Name: Social media policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures