2023-12-31-accounts - Lunesdale Hall, Kirkby Lonsdale

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Trustees. Annual Report for the period Period start date Period end date From January 2023 To 31 December 2023 Section A Reference and administration details Charity name Lunesdale Hall, Kirkby Lonsdale Other names charity Is known by Registsred charlty number (if any) 523063 Charity's principal address Bective Road Kirkby Lonsdale Postcode LA6 28G Names of the charity trustees who manage the charity Name of person (or body) entitled to appoint trustee (if an Trustee name Office (if any) Dates acted rf not for whole year Tina Altham Kirkby Lonsdale Communrty Cupboard Shirley Boyd Robert Cass Kirkby Lonsdale PCC Kirkby Lonsdale Town Council Paul Cassell Deputy Chair & Secretary Pat France Peter Ip4ing Mike Marczynski Malcolm Perrin Kirkby Lonsdale Town Council Kirkby Lonsdale Town Council 24 Oct 2023 to 31 December 2023 Peter Raven Robin Ree 10 Chair Kirkby Lonsdale Town Council 11 Liz Saunders 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity. if any. (for example. any custodian trustees) TAR

Names of the trustees for the charity, If any, (for example, any custodian trustees) Name Dates acted if not for whole Kirkby Lonsdale Town Council ear Names and addresses of advlserJ {Optlonal Inforniatlon) e of adviser Name Address Name of chief executive or names of senior staff members (Optional infomiation) Section B Structure. overnance and mana ement Descriptlon of the charlty's trusts Type of goveming document Trust Deed How the charity is constituted Trust Trustee selection methods 9 trustees appointed by various local organisations. and 3 trustees elected from the local communty. Addttlonal governance issues (Optional infomiation) You may choose to include additional infonnation, 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 charty relationship with any related parties. trustees, consideration of major risks and the system and procedures to manage them. Section C Ob-ectives and activities TAR

Summary of the objects of the charity set out in its governlng document Promoting the social, educational and religious improvement of the people of .rkbY Lonsdale and visrtors thereto. The Lunesdale Hall is a much-valued community facility which runs on a self-funding basis offering rooms for hire at very competitive rates. Being conveniently located dose to the Town Centre with nearby large car parks the Hall is easily aCSSible. The range of activities currentty taking place regularly at the Hall are many and varied. and indude: Concerts in the main hall. which has a stage and a new sound system. Classes such as slimming. zumba and keep fft. Exercise and dementia friendly classes for the elderly which are very popular. Summary of the main activÉties undertaken for the publlc benefit In relatlon to these objects {include wtthin this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Parties for all ages. plus wedding receptions & funeral teas. Communty subsidised lunches every Monday, prepared and served by volunteers from our newly refurbished kitchen. Public meetings held by the Town Council. The Civic Society. The Wl, The Gardening Club and others. Small group sessions, such as l<nit & Natter & other local clubs and societies Weekly booking by a local county market which is a combined produce & craft fair Parochial Church Council meetings and supporting office facilities. The Hall is made up of several versatile spaces downstairs, with the upstairs used as a wellbeing centre. offering various treatments, including physiotherapy and psychotherapy sessions by professional practitioners. In making the Hall available for the above activities the Trustees have had regard to the Charity Commission guidance on public benefit. Additional detalls of objectlves and activities (Optional information) TAR

You may choose to include funner siaiemenis. wnere relevant, about: policy on grantmaking". policy programme related investment; contribution made by volunteers. Section D Achievements and performance TAR

Section D Achievenients and performance Since Covid the Hall has become the central hub for a rn0 diverse range of a'VrtieS than ever before. Summary of the maln achievements of the charity during the year The substant'al investment in a new semi-commercial kitchen has encouraged bookings for larger parties. such as wedding receptions, birthday parties & fvneral teas Altnougn Tne Mail occupancy nas increaseij consioeraDly tne Management Committee is not complacent, and still eager to take new bookings, induding a proposed popup cinema. TAR

Section E Financial review Brlef statement of the charfty's pollcy on reserves The trustees endeavour to maintain cash reserves of £20,000. Detalls of any funds materialty In deficlt Further flnanclal review detsils Ioptlonal Infonnatlon) You may choose to include additional infornation, where relevant about: the charity's principal sources of fvnds (induding any furKlraising); how expenditure has supported the key objectives ofthe tharity," investment policy and objectives induding any ethical investment policy adopted. Section F Other optional information Sectioii G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustees Slgnature(g) Full name(s) Positlon (eg Secretary, Chair, etc) fre-e. cKoi( TAR

CHARITY COMMISSION FOR ENGLAND AND WALES Lunesdale Hall 523023 Receipts and payments accounts CC16a Forthe period from 01-Jan-23 To 31-Dec-23 Section A Receipts and payments UnrestTlcted fvnds Re5tri¢ted fund5 funds Total funds Lart year to the nearest £ to the nearest £ to the nearest £ tothe nearest £ tothe nearest £ Al Recelpts Room bookings Grants for Kitchen refyrbishment Other Grants Donations 1ClUb Cottage rental income Sale of equipment 28,769 28,769 27,735 10.500 2.667 175 1,572 9,1 1,155 1.287 9,71y) 1,155 1287 9,71JO Sub total(Gr055 incomeforAR) 41311 41.311 51,749 A2 Asset and Investment sale5, Isee table). Sub totol Total recelpts 41311 4L311 51,749 A3 Payments Cottage Landlord'5 tosts Hall repairs and maintenance Administration Utilsties Insurance 100 Club Prizes Advertlsin 11,956 33,912 9,619 9.078 27.923 7.032 27,923 7.032 765 45 Sub total 47358 47,258 67,319 A4 Asset and Investment purchases, (see table) Sub totol rotol poyments 472S8 47258 67,319 Net oAre¢elpts/(paymentsJ A5 Transfers between funds A6 Cash funds last year end Cashfvnds th15 year end 1.5 $70I 24,130 18.183 24,130 18.183 115,5701

Section B Statement of assets and liabilities at the end of the period Unrestricted fvnds Restrirted funds Endowment fund5 Categories Detsils to nearest £ to nearest£ Bl Cash funds Cash at Bank 18,183 Totalcashfvnds Unrestricted funds Restricted fvnds Endowment fvnds Det3';Ig Iwrest £ to r*arest £ Cost I0nal} {optknnall B3 Investment assets Details B4 Assets retained for the dmritrfs own use Vlhen due{oprlonaD Details loptknnè B5 Uabllltles Signed by one or twotrusteÈs on behalf of all the trustees ture Print Name Date of approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name Lunesdale Hall members of On accounts for the year 31 December 2023 Charity no 523063 ended (if any) Set out on pages CC16a Section A & B (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2023.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Deborah K Harkness FCA

Date: 09 July 2024

Name: Deborah K Harkness FCA ~~Ps~~ Relevant professional Fellow of Chartered Accountants Ireland qualification(s) or body (if any):

Address: Meadowgarth Fairbank Kirkby Lonsdale LA6 2DU

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER