Finance Score: -5

Governance Score: 2

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits and declines: -5

Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: -3

THE HENRY LONSDALE TRUST

The object of the Charity is the relief of needy elderly people. The principal activity of the Charity is to provide high quality, professional residential care at two Homes for elderly persons of limited means at Rosehill and Barn Close, Carlisle. In addition, since 2016 the Charity has made grants to Age UK Carlisle and Eden to fund a Carlisle based information and advice officer.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£1,800	£1,979	£-179	£0	£2,939	£2,939	17.8	81
31/03/22		£2,781	£3,458	£-677	£0	£3,158	£0	n/a	118
31/03/21		£2,891	£2,837	£54	£0	£3,805	£3,805	16.1	125
31/03/20		£2,630	£2,686	£-55	£0	£3,732	£3,732	16.7	135
31/03/19		£1,038	£1,041	£-3	£0	£3,809	£3,809	43.9	117
31/03/18		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17.8 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.4

Asset Split ?

Established: 8 years

www.henrylonsdaletrust.org.uk

john.mallinson@hotmail.com

01228 513660

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other individual and family services

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria,

Who it helps

Elderly/Old People

Who works here?

81 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANN VIPOND MCKERRELL Appointed: 2022

JOANNA LEITH Appointed: 2022

JOHN MALLINSON (Chair) Appointed: 2022, Occupation: Councillor

CHRISTINE BOWDITCH Appointed: 2022, Occupation: Retired, Other trusteeships: CARLISLE MENCAP LIMITED, CARLISLE FOODBANK,

JESSICA RIDDLE Appointed: 2022, Occupation: None, Other trusteeship: CARLISLE WAVERLEY VIADUCT TRUST,

Legal constitution

Charity registered in England & Wales on 10/08/2016, number: 1168707

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

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
Serious incident reporting policy and procedures
Social media policy and procedures

Filing Record

7 returns made; AR17: 358 days late,

Recent reorganisation events:

Asset transfer in from HENRY LONSDALE CHARITABLE TRUST on 05/10/2020

Main office

Henry Lonsdale Trust
Rose Hill Residential Home
Aglionby
CARLISLE
CA4 8AA

Objectives

1) THE OBJECT OF THE CHARITY SHALL BE THE RELIEF OF NEEDY ELDERLY PEOPLE IN ONE OR MORE OF THE FOLLOWING WAYS; (A) BY THE PROVISION AND MAINTENANCE OF A HOME OR HOMES FOR ELDERLY PEOPLE OF LIMITED MEANS. (B) BY THE PROVISION OF DAY AND RESPITE CARE CENTRES FOR ELDERLY PERSONS OF LIMITED MEANS. (C) BY THE PROVISION OF FINANCIAL ASSISTANCE AND OTHER SERVICES FOR ELDERLY PERSONS OF LIMITED MEANS WHO REQUIRE THOSE SERVICES OR ASSISTANCE BY REASON OF THEIR AGE AND LIMITATION OF MEANS.

Data Sources