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up-to-date

Data for financial year ending 31 March 2019

The Henry Lonsdale Trust

  • Income

    £1.0M

  • Spending

    £1.0M

  • Status

    Up-to-date

Charity no. 1168707

Contact details

Public address

  • Burnetts, Victoria House, Wavell Drive, Rosehill, Carlisle, CA1 2ST

Aims & activities

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.

What the charity does

  • The advancement of health or saving of lives
  • Accommodation/housing

Who the charity helps

  • Elderly/old people

How the charity works

  • Provides buildings/facilities/open space
  • Provides services

Income and Endowments:

£1.0M

* £3.2K investment gains(losses)

Expenditure:

£1.0M

Assets and liabilities

  • £1.7M Own use assets
  • £1.3M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £1.1M Other assets
  • £292.2K Total liabilities
Financial history
Compliance history

Charitable spending ratios

100%
0%
0%

Accounts and trustees' annual report

31 Mar 2019 (606KB)

Charitable objects

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.

Governing document

CIO - Foundation Registered 10 Aug 2016

Organisation type

Charitable Incorporated Organisation

Other Regulators

Care Quality Commission

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

  • 7 Trustees
  • 117 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Christine Bowditch Carlisle Foodbank Up-to-date
Carlisle Mencap Limited Up-to-date
Carlisle Waverley Viaduct Trust Out-of-date
Henry Lonsdale Charitable Trust Up-to-date
Jessica Riddle Carlisle Waverley Viaduct Trust Out-of-date
Henry Lonsdale Charitable Trust Up-to-date
John Mallinson (Chair) Henry Lonsdale Charitable Trust Up-to-date
Longtown Memorial Hall Community Centre Up-to-date
Joanna Leith None on record
John Bell Henry Lonsdale Charitable Trust Up-to-date
Lowther Street Annexe Up-to-date
Morton Manor Community Centre Up-to-date
Colin Stothard Henry Lonsdale Charitable Trust Up-to-date
Morton Manor Community Centre Up-to-date
Ann Vipond Mckerrell None on record

Areas of operation

List of regions

  • Cumbria