THE HENRY LONSDALE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £57,959 for the year ended 31 March 2025, with total unrestricted funds of £4,510,594 available for general use. The trustees maintain a reserves policy targeting approximately one year's operating costs (£2,190,343), a level significantly exceeded by the current unallocated reserves. The independent auditor confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future with no material uncertainties identified.
What the accounts disclose
“The policy of the CIO is to attempt to maintain sufficient unallocated reserves representing approximately one year's total operating costs (which this year amounted to £2,190,343 (excluding depreciation))” — page 11
Structured financials (annual return, FY ending 31/03/2025)
Care Quality Commission ratings
- Rosehill Residential Home: Good
Register events
- Received assets from another charity (05/10/2020)
Trustees
- JOHN MALLINSONchair
- Ann Vipond McKerrell
- Councillor Anne Glendinning
- Geoff Mitchell
- JESSICA RIDDLE
- JOANNA LEITH
- Jeanette Whalen
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.2m | £2.3m |
| 31/03/2024 | £2.1m | £2.1m |
| 31/03/2023 | £1.8m | £2.0m |
| 31/03/2022 | £2.8m | £3.5m |
| 31/03/2021 | £2.9m | £2.8m |
Common questions
Is THE HENRY LONSDALE TRUST financially healthy?
The accounts state that the charity reported a surplus of £57,959 for the year ended 31 March 2025, with total unrestricted funds of £4,510,594 available for general use. The trustees maintain a reserves policy targeting approximately one year's operating costs (£2,190,343), a level significantly exceeded by the current unallocated reserves. The independent auditor confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future with no material uncertainties identified. Its FY2025 accounts were audited by Saint & Co..