THE KENDAL CHARITY FOR THE AGED AND INFIRM

Charity number: 1185634
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of housing for the elderly of Kendal in one bedroom flats and bungalows. The Almshouse occupiers must be in need and are means tested. A monthly maintenance contribution, currently £190, is made towards the cost of maintaining the almshouse. The charity is financially sound and the dwellings are in excellent order.

Income and expenditure

Data for financial year ending 30 November 2024

Total income: £135,003
Total expenditure: £103,744

People

8 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • Disability
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 04 October 2019: CIO registration
  • 20 April 2021: Funds received from 223344 THE MAYOR OF KENDAL'S FUND FOR THE AGED AND INFIRM
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANN NELSON Chair 01 May 2018
None on record
Richard Pealing Trustee 15 May 2024
KENDAL CIVIC SOCIETY
Received: On time
Susan Mitchell Trustee 15 February 2024
CHARLES TENNANT HOUSE TRUST
Received: On time
Alan Reed Trustee 04 November 2020
STRICKLANDGATE (KENDAL) METHODIST CHURCH
Received: On time
JOHN GEOFFREY STEWART Trustee 04 November 2020
CHARLES TENNANT HOUSE TRUST
Received: On time
Marilyn Waiting Trustee 01 May 2018
CHARLES TENNANT HOUSE TRUST
Received: On time
Garry Schofield Waiting Trustee 01 May 2018
CHARLES TENNANT HOUSE TRUST
Received: On time
PHILIP EDWARD BALL Trustee 01 May 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 30/11/2020 30/11/2021 30/11/2022 30/11/2023 30/11/2024
Total gross income £242.34k £93.64k £97.00k £109.17k £135.00k
Total expenditure £94.49k £134.98k £135.92k £201.30k £103.74k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A 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 30 November 2024 08 May 2025 On Time
Accounts and TAR 30 November 2024 08 May 2025 On Time Download Open in new window
Annual return 30 November 2023 08 March 2024 On Time
Accounts and TAR 30 November 2023 08 March 2024 On Time Download Open in new window
Annual return 30 November 2022 25 May 2023 On Time
Accounts and TAR 30 November 2022 25 May 2023 On Time Download Open in new window
Annual return 30 November 2021 12 July 2022 On Time
Accounts and TAR 30 November 2021 12 July 2022 On Time Download Open in new window
Annual return 30 November 2020 12 July 2021 On Time
Accounts and TAR 30 November 2020 12 July 2021 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.

CIO - FOUNDATION Registered 04 Oct 2019

Charitable objects

1. THE PREVENTION OR RELIEF OF POVERTY AND THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS, IN PARTICULAR BY PROVIDING HOMES OR ALMSHOUSE ACCOMMODATION FOR POOR, AGED OR INFIRM PERSONS WHO ARE INHABITANTS OF THE TOWN OF KENDAL AND THE IMMEDIATE NEIGHBOURHOOD (THE AREA OF BENEFIT; 2. SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF RESIDENTS OF THE ALMSHOUSES AS THE TRUSTEES FROM TIME TO TIME DECIDE; 3. SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF POOR, AGED OR INFIRM PERSONS WHO ARE INHABITANTS OF THE AREA OF BENEFIT AS THE TRUSTEES FROM TIME TO TIME DECIDE.

Contact information

Address:
115 STAINBANK ROAD
KENDAL
LA9 5DH
Phone:
01539724742
Email:
admin@kendal-mayor-housing.com
Website:

kendal-mayor-housing.co.uk