Finance Score: -4

Governance Score: 8

Support Score: 3

Excess reserves: -5
Large legacies income: +1

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

THE LAKELAND HOUSING TRUST

The provision of rented homes for local people who cannot afford to buy or long-term rent accommodation at current market rates.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has received considerable income from legacies in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,108,237 available, equivalent to 405 months of spending and so may not be able to utilise additional funding

Established: 7 years

http://www.thelakelandhousingtrust.co.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		£756	£181	£575	£0	£6,108	£6,108	404.8	0
31/12/21		£1,013	£156	£858	£0	£5,533	£5,303	409.1	0
31/12/20		£842	£149	£693	£149	£4,675	£4,675	376.3	0
31/12/19		£277	£133	£144	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£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: 104%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 404.8 months
Net Current Assets/Spending: 88 months
Quick Ratio: 19.9

Asset Split ?

Listed activities

Other Charitable Purposes

How it operates

Other charitable activities

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-84

BENJAMIN RICHARD PALIN DOBSON Appointed: 2022, Occupation: Senior Consultant

CLAIRE MCKEEVER Appointed: 2023, Occupation: Director

JAMES LAW Appointed: 2022, Occupation: Director

MALCOLM TILLYER Appointed: 2015, Occupation: None

MARION JOHNSTON Appointed: 2022, Occupation: Business Owner

STUART ERIC WOODALL Appointed: 2023, Occupation: Architect

YASMIN BLAMIRE Appointed: 2023, Occupation: Solicitor

CHARLES ROBERT ANDREW FLANAGAN Appointed: 2016, Occupation: Surveyor

DOREEN ANNE HALL Appointed: 2016, Occupation: Local Councillor, Other trusteeships: THE CONISTON INSTITUTE AND RUSKIN MUSEUM, THE CONISTON INSTITUTE AND RUSKIN MUSEUM,

DIANA RUTH MATTHEWS Appointed: 2015, Occupation: None, Other trusteeships: COOPER PATTINSON'S TRUST HOMES, Christian Science Society, Windermere, CUMBRIA GARDENS TRUST,

HELEN CALDWELL Appointed: 2017, Occupation: None, Other trusteeship: THE BARNES CHARITABLE TRUST,

IAN ROGER BONHAM Appointed: 2019, Occupation: Director, Other trusteeship: HAWKSHEAD GRAMMAR SCHOOL FOUNDATION,

SUSAN MARJORY TOMLINSON Appointed: 2019, Occupation: Director

JOHN HOLMES Appointed: 2015, Occupation: Retired, Other trusteeship: BENDRIGG TRUST,

Legal constitution

Charitable company registered in England & Wales on 17/10/2017, number: 1175184
Registered at Companies House on 27/07/2016, number: 10298071

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

20/03/2020 - Asset transfer in from THE LAKELAND HOUSING TRUST
19/08/2020 - Asset transfer in from THE GRANDY NOOK TRUST

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

5 returns made; AR18: 118 days late,

Recent reorganisation events:

Asset transfer in from THE LAKELAND HOUSING TRUST on 20/03/2020
Asset transfer in from THE GRANDY NOOK TRUST on 19/08/2020

Main office

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

Objectives

THE PREVENTION OR RELIEF OF FINANCIAL HARDSHIP BY THE PROVISION OF HOUSING TO THOSE UNABLE TO RENT OR BUY LOCALLY

Data Sources