Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| 01 | 09 | 2023 | 31 | 08 | 24 | ||
| 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
Lindale Community Trust
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| 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
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Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | 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
Type of governing document
CIO Association Constitution
- (eg. trust deed, constitution)
Trust How the charity is constituted
- (eg. trust, association, company)
Trustee selection methods
Appointed at AGM
- (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;
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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
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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:
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policy on grantmaking;
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policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and performance
Submission of application to Lake District National Park Summary of the main achievements of the charity during the year
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Section E Financial review
Reserves held for future expenditure on Right of Way application. Funds Brief statement of the also held for future projects in Lindale approved by the trustees charity’s policy on reserves
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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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 31/08/2024
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Lindale Community Trust 1191666 Receipts and payments accounts CC16a For the period 01-Sep-23 31-Aug-24 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 86 35 - - - - - - 121 - - - 121 - - - - - - - - - - - - - - 121 - - 121 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 86 35 - - - - - - 121 - - - 121 - - - - - - - - - - - - - - 121 |
Total funds to the nearest £ 86 35 - - - - - - 121 - - - 121 - - - - - - - - - - - - - - 121 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Footpath expenses | 86 | - | ||||
| Trustee expenses | 35 | - | ||||
| Bank compensation | - | 100 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
121 | 100 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 100 | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | - | - | ||||
| 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 |
||||||
| - | ||||||
| 121 | - | - | 121 |
100 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 121 | - | - | 121 | 100 |
CCXX R1 accounts (SS)
17/06/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Details Bank account Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds to nearest £ 11,800 - - 11,800 Agreement Error Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name Alison Green Christine Squire |
Date of approval |
|---|---|---|
| Alison Green | 05.01.25 | |
| Christine Squire | 05.01.25 |
CCXX R2 accounts (SS)
17/06/2025
2