KENDAL ALMSHOUSE CHARITY

Charity number: 1172208
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

the charities principle objective is to provide affordable unfurnished homes for those in need

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £489,761
Total expenditure: £170,561

Total income includes £248,000 from 1 government grant(s)

People

9 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
  • The Prevention Or Relief Of Poverty
  • Other Charitable Purposes
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 22 March 2017: CIO registration
  • 29 November 2018: Funds received from 222432 KENDAL ALMSHOUSE CHARITY
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not 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
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Peter Garry Ducksbury Chair 01 January 2017
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time
Colin Nicholson Thomson Trustee 21 May 2025
None on record
Suzie Jane Barron Trustee 17 July 2023
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time
Jennifer Hale Trustee 11 October 2021
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time
Louise Gray Trustee 22 October 2019
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time
John Stirling Trustee 01 January 2019
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time
Deborah Lund MRICS Trustee 01 January 2019
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time
THE LANDOWNERS OF CROSTHWAITE AND LYTH
Received: On time
Hilary Fitch Trustee 01 January 2018
THE KENTDALE CHARITABLE TRUST
Received: On time
WESTMORLAND DAMSON ASSOCIATION
Received: On time
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time
Carolyn Roberson Trustee 01 January 2018
Fairfield Independent Hospital
Received: 70 days late
CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £185.86k £188.71k £196.96k £222.27k £489.76k
Total expenditure £146.09k £212.54k £194.22k £174.93k £170.56k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £34.03k N/A £248.00k

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 June 2025 On time
Accounts and TAR 31 December 2024 11 June 2025 On time Download Open in new window
Annual return 31 December 2023 08 May 2024 On time
Accounts and TAR 31 December 2023 08 May 2024 On time Download Open in new window
Annual return 31 December 2022 05 October 2023 On time
Accounts and TAR 31 December 2022 05 October 2023 On time Download Open in new window
Annual return 31 December 2021 17 October 2022 On time
Accounts and TAR 31 December 2021 17 October 2022 On time Download Open in new window
Annual return 31 December 2020 20 October 2021 On time
Accounts and TAR 31 December 2020 20 October 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 22 MAR 2017 AMENDED ON 15 JUL 2020

Charitable objects

THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT: 1) THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION IN THE PROPERTIES KNOWN AS THE KENDAL ALMSHOUSES FOR THE BENEFIT OF PERSONS WHO ARE IN NEED OR FINANCIAL HARDSHIP AND WHO ARE INHABITANTS OF OR LIVE NEAR THE AREAS COMPRISING A) THE TOWN OF KENDAL B) THE PARISHES OF HELSINGTON, NATLAND, NEW HUTTON, PATTON, SCALTHWAITERIGG, SKELSMERGH, STRICKLAND KETEL, STRICKLAND ROGER AND UNDERBARROW AND BRADLEYFIELD; AND C) IN NO SUITABLE APPLICATIONS ARE RECEIVED FROM INHABITANTS OF THE FOREGOING AREAS (A) OR (B), THE AREA OF SOUTH LAKELAND DISTRICT COUNCIL; AND D) IF NO SUITABLE APPLICATIONS ARE RECEIVED FROM INHABITANTS OF THE FOREGOING AREAS (A), (B) OR (C), THE AREA OF THE BOROUGH OF BARROW-IN-FURNESS; ALL WHICH AREAS (S) TO (D) INCLUSIVE ARE IN THE COUNTY OF CUMBRIA AND ARE TOGETHER CALLED "THE AREA OF BENEFIT", WITH PREFERENCE BEING GIVEN IN ALL AREAS TO QUALIFIED PERSONS WHO ARE AGED 50 YEARS OR OVER. 2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CIO OR ANY OF THEM AND IN SUCH MANNER AS THE CHARITY TRUSTEES THINK FIT FROM TIME TO TIME.

Contact information

Address:
Cumbria Tourist Business Centre
Windermere Road
Staveley
KENDAL
Cumbria
LA8 9PL
Phone:
01539721375
Email:
kendal@hhlandestates.co.uk
Website:

www.kendalalmshousecharity.org.uk Open in new window