THE HENRY LONSDALE TRUST

Registered charity 1168707 · accounts filings on the Charity Commission register

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.

Causes: The Advancement Of Health Or Saving Of Lives · Accommodation/housing · website · Get email alerts

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Saint & Co.. Discloses 5 of 6 completeness components.

Property (HM Land Registry)

7 registered titles in England and Wales held by the charity’s company or corporate body (6 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: The Henry Lonsdale Trust CIO — Registered, 2 registered locations, 1 regulated activity, last inspected 04/02/2021.charity number confirmed by CQC CQC record

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~23.8 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (95% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• Rosehill Residential Home: Good (11/12/2019) · CQC record

Register events

• Received assets from another charity (05/10/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• JOHN MALLINSONchair · trustee of 1 other charity
• Ann Vipond McKerrell
• Councillor Anne Glendinning · trustee of 1 other charity
• Geoff Mitchell
• JESSICA RIDDLE
• JOANNA LEITH
• Jeanette Whalen

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CORNWALL OLD PEOPLE'S HOUSING SOCIETY.

• CORNWALL OLD PEOPLE'S HOUSING SOCIETY income £2.1m
• T.H.RUSSELL CHARITABLE TRUST income £235k
• LEWISHAM RELIEF IN NEED CHARITY income £175k
• THE CARRINGTON CHARITABLE TRUST income £115k
• BAXENDALE CARE HOME income £2.7m
• THE CARNINGLI TRUST income £1.9m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.