Finance Score: 0

Governance Score: 0

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: 0

LUNESDALE HALL, KIRKBY LONSDALE

Operation of Lunesdale Hall (previously Kirkby Lonsdale Institute), a public use building for the use of the residents and visitors to the town.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£41	£47	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£52	£65	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£45	£24	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£42	£78	£-36	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£38	£30	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£33	£23	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£37	£22	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£33	£28	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£32	£32	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£43	£34	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£25	£24	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£22	£29	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£21	£20	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£22	£14	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£13	£14	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	*	£15	£16	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£15	£17	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£15	£16	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£15	£13	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£15	£16	£-1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 60 years

lunesdalehallbookings@gmail.com

01524271437

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - Lunesdale Hall Kitchen Upgrade
£1,000	11/05/2022 6	Lunesdale Hall Kitchen Upgrade

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

KIRKBY LONSDALE TOWN COUNCILORS Appointed: 2013

MICHAEL BURCHNALL Appointed: 2020

ROBIN REE (Chair) Appointed: 2021

Legal constitution

Charity registered in England & Wales on 24/11/1964, number: 523063

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR15: 1 days late, AR09: 10 days late, AR08: 375 days late,

Main office

The Lunesdale Hall
Bective Road
Kirkby Lonsdale
CARNFORTH
LA6 2BG

Objectives

VILLAGE INSTITUTE

Defined Area of Benefit:

THE PARISH OF KIRKBY LONSDALE

Data Sources

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