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 aC￿SSible.
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
1￿ClUb
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 I0￿￿nal}
{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** 

1 

**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** 

2 

**IER** 

