26 Annual Review 2026 27 The team We are one of 47 community foundations across the UK, and over 1,700 similar foundations around the world. We work with funders to provide a permanent, flexible and growing source of local charitable funding that will directly address the needs of Cumbria’s most vulnerable. AMBASSADORS David Beeby DL Lord (Melvyn) Bragg of Wigton DL Mrs Claire Hensman, DL Mr Peter Hensman, OBE DL Lord (Richard) Inglewood DL TRUSTEES Chair Myles Thompson Vice Chair Kevin Walsh BEM Honorary Treasurer Alison Johnston Cllr Patricia Bell Claire Bloor Patrick Boggon Lucy Cavendish Steve Harnwell Jim Johnson (to Oct 26) Glenys Marriott Jayne Moorby MBE Jim Perks CBE Paul Rowe Chris Sanderson OBE JP DL Alex Scott Georgina Smith Rachael Stephenson Joanne Thomlinson Cllr Emma Williamson John Wilson Dr Suzanne Wilson STAFF Chief Executive Andy Beeforth OBE Finance Director Kathryn Pinder Finance & HR Officer Lynsey Stokes Finance Administrator Lauren Melville Development Manager Caroline Adams Relationships Officer Jackie Blacklock Development Assistant James Bainbridge Director of Programmes and Partnerships Dr Jenny Benson Head of Grants Practice & Programmes Annalee Holliday Grants and Programmes Officers Lisa Blackwell Tracy Cheesbrough Siona Hartley Sarah Thompson Programmes Coordinator Joe Cosby Senior Grants and Programmes Administrator Kristine McGlothlin Learning and Insights Officer Becca Dunlop MAIN GRANTS COMMITTEE Chair Kevin Walsh Vice Chair Glenys Marriott Cllr Patricia Bell Claire Bloor Patrick Boggon Michael Eldon Lindsay Graham Bridget Johns Kerry Newman Chris Sanderson OBE JP DL Rachael Stephenson Becky Wolstenholme WEST CUMBRIA GRANTS COMMITTEE Chair Paul Rowe Vice Chair Vacant Richard Atkinson Jenny Brumby Caroline Burden Cath Clarke Shannen Little Luke Richardson Isabel Rivera Cllr Emma Williamson John Wilson FURNESS GRANTS COMMITTEE Chair Lucy Cavendish Vice Chair Barbara Forrester Janine Adams Julie Barton DL Caroline Burden Maggi Coote Annette Hennessy OBE Jayne Moorby MBE Donna Munro Georgina Smith Claire Thornhill Leigh Williams 2025-26 – a year in numbers Income This information is drawn from the statutory accounts for the year ended 31 March 2026. The accounts are audited by Armstrong Watson and are available on our website at www.cumbriafoundation.org/accounts/ 81 applications received multi-year funding £5,369,068 awarded in total £194,005 was our largest grant, and the smallest was £100 152 funds awarded grants 16 new funds established 706 successful applications Expenditure Surplus for the year (excluding movement in value of investments) composed of: Net assets at 31 March 2026 Charitable activities and grants £5,901,169 Fundraising and publicity £565,503 Investment costs £84,895 TOTAL £6,551,567 Donations to invest for future grant making £2,666,866 Decrease in funds held for grant making (£1,667,316) Decrease on unrestricted reserves (£211,626) TOTAL £787,924 Funds invested for future grant making £33,438,497 Current grants programmes £3,322,411 Core unrestricted funds £801,160 TOTAL £37,562,068 Donations and legacies £4,126,381 Grant programmes £2,136,107 Investment income £1,070,503 Other income £6,500 TOTAL £7,339,491 The value of investments can fall and you may get back less than you invested. RBC Brewin Dolphin is a trading name of RBC Europe Limited. RBC Europe Limited is registered in England and Wales No. 995939. Registered Address: 100 Bishopsgate, London EC2N 4AA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. ® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. BDM7095 Contact our Penrith office to arrange a complimentary introductory meeting. Andrew Eze | 01768 861713 andrew.eze@brewin.co.uk rbcwm.com/en-uk/penrith Some ideas last longer than lifetimes. With personalised financial planning and investment management, our advisers help you build a plan around the future you have in mind. Thankyou to RBS Brewin Dolphin for sponsoring our Review
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