2023-08-31-accounts - Lindale Community Trust

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From To

Section A Reference and administration details

Charity name

Lindale Community Trust

Other names charity is known by

Registered charity number (if any) 1191666

Charity's principal address Kilnpotts Windermere Road Grange over Sands Postcode LA11 6JX

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Elisabeth Liddle	Chairman
Alison Green	Treasurer
Christine Squire	Secretary
Ian Knowles
Carol Winder
Claire Asplin
PhilipJuniper













Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name		Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

CIO Association Constitution Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Appointed at AGM Trustee selection methods (eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

To further or benefit the residents of Lindale and Newton in Cartmel

Summary of the objects of the charity set out in its governing document

March 2012

TAR

Evidence taken from residents of Lindale for the establishment of a public Right of Way round Lindale church and grounds and submission of application and evidence to the Lake District National Park

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

Submission of application to Lake District National Park Summary of the main achievements of the charity during the year

March 2012

TAR

Section E Financial review

Brief statement of the charity’s policy on reserves

Reserves held for future expenditure on Right of Way application. Funds also held for future projects in Lindale approved by the trustees

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) C R Squire Full name(s) Christine Squire Position (eg Secretary, Chair, Secretary etc) Date 26/02/2024

March 2012

TAR

Lindale Community Trust No (if any) Receipts and payments accounts CC16a For the period 01-Sep-22 31-Aug-23 To from

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ - 100 - - - - - - 100 - - - 100 - - - - - - - - - - - - - - 100 - - 100	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ - 100 - - - - - - 100 - - - 100 - - - - - - - - - - - - - - 100	Last year to the nearest £
Donations	-				20
Bank Compensation	100				-
Grants	-				1,500
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	100				1,520

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					1,520

Website	-				20
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
**Sub total **	-				20

A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					20

	100	-	-	100	1,500
	-	-	-	-	-
	-	-	-	-	-
	100	-	-	100	1,500

CCXX R1 accounts (SS)

19/06/2024

Section B Statement of assets and liabilities at the end of the period

Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Bank account Details Details Details . Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 11,921 - 4 - - - 11,925 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Alison Green Christine Squire	Endowment funds to nearest £
		-
		-
		-
		-
		OK
		Endowment funds to nearest £
		-
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		-
		-
		-
		-
		When due (optional)






		Date of approval
	Alison Green	26.02.24
.	Christine Squire	26.02.24

CCXX R2 accounts (SS)

19/06/2024