THE HALTON LUNE TRUST
Charity number: 1160975
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To distribute profits from the Halton Lune Hydro company for the benefit of parish
Income and expenditure
Data for financial year ending 31 December 2024
Total income: £86,155
Total expenditure: £20,748
People
5 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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
Main way of carrying out purposes is grant making
What the charity does:
- Economic/community Development/employment
Who the charity helps:
- Other Defined Groups
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Lancashire
Governance
Registration history:
- 19 March 2015: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- 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
- Risk management
- Safeguarding vulnerable beneficiaries
- Trustee conflicts of interest 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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Susanna Dart | Trustee | 01 November 2023 |
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| Nicholas Mannion | Trustee | 15 February 2021 |
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| Rev Jonathan William Sewell | Trustee | 15 May 2017 |
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| Debbie Tracy Storr | Trustee | 26 June 2016 |
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| Carol Slinger | Trustee | 04 November 2015 |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £11.76k | £13.55k | £15.09k | £105.41k | £86.16k | |
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Total expenditure | £9.69k | £12.16k | £4.24k | £41.16k | £20.75k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 31 December 2024 | 11 April 2025 | On time | |
| Accounts and TAR | 31 December 2024 | 11 April 2025 | On time | Download Open in new window |
| Annual return | 31 December 2023 | 14 May 2024 | On time | |
| Accounts and TAR | 31 December 2023 | 14 May 2024 | On time | Download Open in new window |
| Annual return | 31 December 2022 | 10 March 2023 | On time | |
| Accounts and TAR | 31 December 2022 | Not required | ||
| Annual return | 31 December 2021 | 11 March 2022 | On time | |
| Accounts and TAR | 31 December 2021 | Not required | ||
| Annual return | 31 December 2020 | 18 February 2021 | On time | |
| Accounts and TAR | 31 December 2020 | Not required |