TATTERSALL'S ALMSHOUSES

Charity Number: 1163429
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity provides almshouse accommodation for local elderly people of little financial means

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £31,834
Total expenditure: £29,538

People

6 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:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Cumbria
  • Lancashire

Governance

Registration history:
  • 07 September 2015: CIO registration
  • 11 May 2017: Funds received from 221034 TATTERSALL'S ALMSHOUSES
Organisation type:
CIO
Other names:
  • MILNTHORPE TATTERSALL ALMSHOUSES (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Safeguarding 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Bryan Kerr Chair 11 June 2019
LEVENS PLAYING FIELDS
Received: On time
Stirling Gary Hulme Trustee 31 January 2023
None on record
Zainab Houghton Trustee 05 July 2022
None on record
Karen Wendy Merckel Trustee 16 January 2017
None on record
JOHN HIPPOLYTE GORRIGAN Trustee 16 January 2017
None on record
SUSAN ODLING VILLIERS- SMITH Trustee 01 January 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £25.12k £26.38k £29.27k £29.62k £31.83k
Total expenditure £11.04k £16.48k £40.35k £16.50k £29.54k
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 05 April 2024 05 August 2024 On Time
Accounts and TAR 05 April 2024 05 August 2024 On Time Download Open in new window
Annual return 05 April 2023 13 February 2024 8 days late
Accounts and TAR 05 April 2023 13 February 2024 8 days late Download Open in new window
Annual return 05 April 2022 02 February 2023 On Time
Accounts and TAR 05 April 2022 02 February 2023 On Time Download Open in new window
Annual return 05 April 2021 26 January 2022 On Time
Accounts and TAR 05 April 2021 26 January 2022 On Time Download Open in new window
Annual return 05 April 2020 05 February 2021 On Time
Accounts and TAR 05 April 2020 05 February 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 07 Sep 2015

Charitable objects

THE OBJECT OF THE CIO IS TO PROVIDE ALMSHOUSE ACCOMMODATION TO POOR PERSONS OF GOOD CHARACTER WHO ARE NOT LESS THAN FIFTY YEARS OF AGE (EXCEPT IN THE CASE OF A MARRIED COUPLE WHERE ONLY ONE OF THEM NEEDS BE OF THAT AGE). IN SELECTING PERSONS, PREFERENCE SHALL BE GIVEN FIRST TO PERSONS RESIDENT IN THE AREA OF THE CIVIL PARISHES OF MILNTHORPE AND HEVERSHAM, SECONDLY TO PERSONS RESIDENT IN THE AREA OF THE CIVIL PARISHES OF HINCASTER, LEVENS, STAINTON, SEDGWICK, PRESTON RICHARD AND PRESTON PATRICK, THIRDLY TO PERSONS RESIDENT IN THE AREA OF THE CIVIL PARISH OF BEETHAM AND FOURTHLY TO PERSONS RESIDENT IN KENDAL AND THE LOCAL AUTHORITY DISTRICT OF SOUTH LAKELAND.

Area of benefit

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

LOCAL

Contact information

Address:
Davis & Bowring
Lane House
Kendal Road
Kirkby Lonsdale
Carnforth
LA6 2HH
Phone:
01524274412
Email:
tammy.skelton@davis-bowring.co.uk
Website:

https://www.davis-bowring.co.uk/ Open in new window