BARTON & POOLEY BRIDGE COMMUNITY FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 21 February 2020
Removed: Not supplied
Financial period: 1 November 2024 – 31 October 2025
Latest income: £49,216
Latest expenditure: £56,987
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Mains House, Pooley Bridge, PENRITH, Cumbria, CA10 2NG

02 Activities

What the charity does

The fund will make grants to initiatives, events and community projects that benefit the development andregeneration of the community of Barton and Pooley Bridge. The income will be generated by the localcommunity through the sale of pavers on a new bridge and the income will then be put back into the localcommunity through the charitable fund.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 29 April 2026
Date Accounts Received: 29 April 2026
Total Gross Income: £49,216
Total Gross Expenditure: £56,987

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 13 May 2025
Date Accounts Received: 13 May 2025
Total Gross Income: £22,375
Total Gross Expenditure: £32,547

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 25 April 2024
Date Accounts Received: 25 April 2024
Total Gross Income: £13,138
Total Gross Expenditure: £12,265

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 6 July 2023
Date Accounts Received: 6 July 2023
Total Gross Income: £171
Total Gross Expenditure: £2,116

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 22 June 2022
Date Accounts Received: 22 June 2022
Total Gross Income: £8,147
Total Gross Expenditure: £31,896

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 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 29 April 2026
Total Gross Income: £49,216
Total Gross Expenditure: £56,987
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £5,000
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 13 May 2025
Total Gross Income: £22,375
Total Gross Expenditure: £32,547
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £16,360
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 25 April 2024
Total Gross Income: £13,138
Total Gross Expenditure: £12,265
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £7,500
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 6 July 2023
Total Gross Income: £171
Total Gross Expenditure: £2,116
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 22 June 2022
Total Gross Income: £8,147
Total Gross Expenditure: £31,896
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

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: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

07 Official extract

Charity Event History

Charity Name: BARTON & POOLEY BRIDGE COMMUNITY FUND
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2020-02-21T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 21 Feb 2020 as amended on 05 Apr 2023
Charitable Objects: TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME WITHIN THE BARTON AND POOLEY BRIDGE AREA.