| Charity commission | number | 235216 | ||
|---|---|---|---|---|
| Trustees: | The Lord Cavendish | of Furness | DL | |
| Holker Hall |
||||
| Cark in Cartmel | ||||
| Grange over Sands | ||||
| Cumbria | ||||
| Mrs Shirley Stelfox | Cahill | |||
| Town End | ||||
| Bardsea | ||||
| Ulverston | ||||
| Cumbria | ||||
| Mr Richard Stokes | ||||
| Hillcrest | ||||
| Finsthwaite | ||||
| Ulverston | ||||
| Cumbria | ||||
| LA12 8BJ |
| Kent Sands guide: | Mr M Wilson | |
|---|---|---|
| Leven Sands guide: | Mr R Porter | |
| Clerk & Land agent: | Mr DPR Knight | |
| Holker School | House | |
| Cark in Cartmel | ||
| Grange over Sands | ||
| Cumbria | ||
| LA11 7PQ | ||
| Accountants | JL Winder &Co | |
| Chartered Accountants |
||
| 125 Ramsden | Square | |
| Barrow in Fumess | ||
| Cumbria | ||
| LA14 1XA |
| Charity for providing guides over the |
Charity for providing guides over the |
Charity for providing guides over the |
Charity for providing guides over the |
Kent and | Leven Sands | ||
|---|---|---|---|---|---|---|---|
| Balance | sheet | ||||||
| As at | 28'" February | 2022 | |||||
| 2021f | |||||||
| Fixed assets (note 1) | |||||||
| 86,000 | Property and land |
at market | value on 28'" | February 1987 | 86,000.00 | ||
| Investments (note 2) |
|||||||
| 62,168 27,442 |
CCLA Investment BNY Mellon Fund |
Management Ltd Managers Ltd |
62,168.21 27441.75 |
||||
| 89,610 | 89,609.96 | ||||||
| Current assets | |||||||
| 6,135 20,564 |
Barclays business Barclays business |
current account rate reward account |
22,254.73 57 566.42 |
||||
| 26699 | 76521.15 | ||||||
| Net assets | |||||||
| Accumulated fund |
|||||||
| Excess of income | over expenditure | and surplus | |||||
| 190,560 | on revaluation to |
28~ February 2021 |
202,309.07 | ||||
| 11749 | Surplus for the year ended |
28'" February 2022 | 53 122.64 | ||||
| ) | |||||||
| ) | |||||||
| ) | Trustees | ||||||
| ) | |||||||
| ) |
| Charity for providing guides over the Kent and Leven Sands |
Charity for providing guides over the Kent and Leven Sands |
||
|---|---|---|---|
| Notes to the balance sheet | |||
| As at 28~ February 2022 |
|||
| 2021f | |||
| Note 1 - Property and land at market value | |||
| Guides House, Canal Foot, Ulverston | |||
| 30,000 | -value subject to tenancy | 30,000.00 | |
| Guides House, Cart Lane, Grange 12.3acres offarmland | |||
| 50,000 | - value of house subject to tenancy and land at agricultural |
value | 50,000.00 |
| 8.36acres of land at Allithwaite Road, Grange over Sands |
|||
| 6000 | - value subject to tenancy, as agricultural land |
6000.00 | |
| Valued on 28'" February 1987by Fisher Hoggarth, |
|||
| Chartered Surveyors, Land Agents and Valuers |
|||
| Note 2 - Investments | |||
| CCLA Investment Management |
|||
| "COIF Charities Investment Fund Income Units": |
|||
| 519.07 units at market value 28e February 1987 4182.25 units at cost 18"June 2009 2141.2 units at cost 3"April 2014 |
2,168.21 35,000.00 25 000.00 |
||
| 62,168 | (Market value at 28e February 2022 f127,295) | 62,168.21 | |
| BNY Mellon Fund Managers | |||
| Newton Growth & Income |
|||
| Fund for Charities | |||
| 39044.232 units at cost, including reinvestments |
|||
| up to 28 February 2017 | |||
| 27442 | (Market value at 28'" February 2022 F62,306) | 27667.75 | |
| Total |