Finance Score: -2

Governance Score: 0

Support Score: 3

Spending falling: -1
but now stabilising: +1
Multiple Deficits: -2
No PartB

Gov Income
Grant maker support: +3

Overall GiG Score: 1

KENDAL ALMSHOUSE CHARITY

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

Analysis by Giving is Great

Positives:

The charity has received Government grants

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
On several occasions in recent years income has been less than spending

Established: 7 years

www.kendalalmshousecharity.org.uk

kendal@hhlandestates.co.uk

01539721375

Charity Commission for England and Wales

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
31/12/22		£197	£194	£3	n/a	n/a	n/a	n/a	n/a
31/12/21		£189	£213	£-24	n/a	n/a	n/a	n/a	n/a
31/12/20		£186	£146	£40	n/a	n/a	n/a	n/a	n/a
31/12/19		£183	£111	£72	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£442	£753	£-311	£0	£0	£0	n/a	0
31/12/17	*	£64	£236	£-173	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Other Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

DEBORAH LUND Appointed: 2019

HILARY FITCH Appointed: 2018, Other trusteeships: CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES, THE KENTDALE CHARITABLE TRUST, WESTMORLAND DAMSON ASSOCIATION,

JENNIFER HALE Appointed: 2021

JOHN STIRLING Appointed: 2019

LOUISE GRAY Appointed: 2019

PETER GARRY DUCKSBURY (Chair) Appointed: 2017

SUZIE JANE BARRON Appointed: 2023, Other trusteeship: CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES,

CAROLYN ROBERSON Appointed: 2018, Occupation: Director, Other trusteeships: CHARITY OF MRS ELIZABETH ELLEN TURNER FOR LADIES IN REDUCED CIRCUMSTANCES, Fairfield Independent Hospital,

Legal constitution

Charity registered in England & Wales on 22/03/2017, number: 1172208

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

6 returns made; AR18: 21 days late, AR17: 337 days late,

Main office

Cumbria Tourist Business Centre
Windermere Road
Staveley
KENDAL
Cumbria
LA8 9PL

Objectives

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 COMPRISINGA) THE TOWN OF KENDALB) THE PARISHES OF HELSINGTON, NATLAND, NEW HUTTON, PATTON, SCALTHWAITERIGG, SKELSMERGH, STRICKLAND KETEL, STRICKLAND ROGER AND UNDERBARROW AND BRADLEYFIELD; ANDC) IN NO SUITABLE APPLICATIONS ARE RECEIVED FROM INHABITANTS OF THE FOREGOING AREAS (A) OR (B), THE AREA OF SOUTH LAKELAND DISTRICT COUNCIL; ANDD) 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.

Data Sources