THE LUNE RIVERS TRUST

Charity number: 1127427
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

WE AIM TO CONSERVE, PROTECT AND IMPROVE THE RIVERS, STREAMS AND WATERCOURSES IN THE RIVER LUNE CATCHMENT AND TO ADVANCE THE EDUCATION OF THE PUBLIC IN A) THE UNDERSTANDING OF RIVERS, RIVER CORRIDORS AND CATCHMENTS, INCLUDING THEIR FAUNA AND FLORA AND B) THE NEED FOR AND BENEFITS OF THE CONSERVATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £361,482
Total expenditure: £368,897

Total income includes £25,000 from 2 government grant(s)

People

10 Trustee(s)

75 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Cumbria
  • Lancashire
  • North Yorkshire

Governance

Registration history:
  • 08 January 2009: Standard registration
Organisation type:
Charitable company
Other names:
  • L.R.T. (Working name)
Company number:
06489777 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JOHN ADRIAN TODD Chair
THE 106 BUS PARTNERSHIP
Received: On time
Derek Ridgway Trustee 30 March 2023
THE KENT ESTUARY YOUTH PROJECT (KEY)
Received: On time
THE OAKLEA TRUST
Received: 3 days late
THE TOC H ALISON HOUSE TRUST
Received: On time
MERCIA MS THERAPY CENTRE LTD
Received: On time
Sheila Mary Mason Trustee 18 May 2022
None on record
Gary Murphy Trustee 28 January 2021
None on record
Leonne Hodgson Trustee 28 January 2021
None on record
JENNIFER JANE WALMSLEY Trustee 25 September 2018
None on record
Richard John Jardine Trustee 30 January 2018
None on record
Michael Hall Trustee 31 May 2017
None on record
ANDREW HURST Trustee 02 June 2011
None on record
MICHAEL KITCHEN JACKSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/01/2020 31/01/2021 31/01/2022 31/01/2023 31/03/2024
Total gross income £260.24k £484.87k £370.13k £575.27k £361.48k
Total expenditure £293.84k £426.28k £376.53k £428.85k £368.90k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £206.42k £261.62k £340.37k £74.76k £25.00k
Income - Donations and legacies N/A N/A N/A £7.95k N/A
Income - Other trading activities N/A N/A N/A £885 N/A
Income - Charitable activities N/A N/A N/A £565.74k N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £708 N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £2.50k N/A
Expenditure - Charitable activities N/A N/A N/A £387.24k N/A
Expenditure - Raising funds N/A N/A N/A £0 N/A
Expenditure - Governance N/A N/A N/A £5.24k N/A
Expenditure - Grants institution N/A N/A N/A £0 N/A
Expenditure - Investment management N/A N/A N/A £0 N/A
Expenditure - Other N/A N/A N/A £41.61k N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 09 January 2025 On time
Accounts and TAR 31 March 2024 09 January 2025 On time Download Open in new window
Annual return 31 January 2023 24 October 2023 On time
Accounts and TAR 31 January 2023 24 October 2023 On time Download Open in new window
Annual return 31 January 2022 19 October 2022 On time
Accounts and TAR 31 January 2022 19 October 2022 On time Download Open in new window
Annual return 31 January 2021 24 September 2021 On time
Accounts and TAR 31 January 2021 24 September 2021 On time Download Open in new window
Annual return 31 January 2020 20 October 2020 On time
Accounts and TAR 31 January 2020 20 October 2020 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 31 JANUARY 2008

Charitable objects

A TO CONSERVE, PROTECT, REHABILITATE AND IMPROVE THE RIVERS, STREAMS, WATERCOURSES AND WATER IMPOUNDMENTS OF THE CATCHMENTS COMPRISING THE RIVER LUNE THROUGHOUT ITS ENTIRE COURSE AND ALL ITS ASSOCIATED TRIBUTARIES IN CUMBRIA, YORKSHIRE AND NORTH LANCASHIRE. B TO ADVANCE THE EDUCATION OF THE PUBLIC, OR ANY ASSOCIATION, COMPANY, LOCAL AUTHORITY, ADMINISTRATIVE OR GOVERNMENTAL AGENCY OR PUBLIC BODY OR REPRESENTATIVE BODY IN: 1 THE UNDERSTANDING OF RIVERS, RIVER CORRIDORS AND CATCHMENTS, INCLUDING THEIR FAUNA, FLORA AND ECONOMIC OR SOCIAL ACTIVITY, AND RIVER CATCHMENT MANAGEMENT. 2 THE NEED FOR, AND BENEFITS OF, CONSERVATION, PROTECTION, REHABILITATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

CUMBRIA, YORKSHIRE AND NORTH LANCASHIRE.

Contact information

Address:
Unit 2
Newton Holme Farm
Kirkby Lonsdale Road
Newton
CARNFORTH
Lancashi
Phone:
07949 242655
Email:
tim@luneriverstrust.org.uk
Website:

www.luneriverstrust.org.uk Open in new window