## **Trustees' Annual Report for the period** Period start date Period end date ~~4A~~ **From** 1 January 2024 **To** 31 December 2024 Section A Reference and administration details ~~a~~ **Charity name** Lunesdale Hall, Kirkby Lonsdale ~~Pe~~ **Other names charity is known by** ~~pe~~ **Registered charity number (if any)** 523063 ~~[~~ **Charity's principal address** Bective Road Kirkby Lonsdale **Postcode LA6 2BE** **Names of the charity trustees who manage the charity** |1
2
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5
6
7
8
10
11
12
13|**Trustee name**
Tina Altham
ShirleyBoyd
Robert Cass
Paul Cassell
Pat France
Peter Irving
Braddan Quayle
Rachel Ward
Robin Ree
Liz Saunders
Mike Marczynski
Peter Raven
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~~ee~~|**Office (if any)**
**Dates acted if not for whole**
**year **
**Name of person (or body) entitled**
**to appoint trustee (ifany)**
Kirkby Lonsdale Community
Cupboard
Kirkby Lonsdale Parochial
Church Council
Deputy Chair &
Secretary
Kirkby Lonsdale Town
Council
Appointed 18 March
2025
Kirkby Lonsdale Town
Council
Appointed 18 March
2025
Chamber of Trade
Chair
Kirkby Lonsdale Town
Council
Resigned 22 October
2024
Kirkby Lonsdale Town
Council
Resigned 6 August 2024
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~~Ge~~| |---|---|---| 1 **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **----- Start of picture text -----**
Name Dates acted if not for whole year
Kirkby Lonsdale Town Council
**----- End of picture text -----**
## **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** Type of governing document (eg. trust deed, constitution)[Indenture and Scheme ] How the charity is constituted (eg. trust, association, company)[Trust ] Trustee selection methods Trustee selection methods 9 trustees appointed by various local organisations, and 3 trustees elected (eg. appointed by, elected by) from the local community. ## **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 organisational structure and any wider network with which the charity works; relationship with any related parties; t major risks and the system and procedures to manage them. 2 **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** Promoting the social, educational and religious improvement of the people of Kirkby Lonsdale and visitors thereto. The Lunesdale Hall is a much-valued community facility which runs on a selffunding basis offering rooms for hire at very competitive rates. Being conveniently located close to the Town Centre with nearby large car parks the Hall is easily accessible. The range of activities currently taking place regularly at the Hall are many and varied, and include: - Concerts in the main hall, which has a stage and a good sound system. - Classes such as slimming, zumba and keep fit. **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)** - Exercise and dementia friendly classes for the elderly which are very popular. - Parties for all ages, plus wedding receptions & funeral teas. - Community subsidised lunches every Monday, prepared and served by volunteers from our well equipped kitchen. - Public meetings held by the Town Council, The Civic Society, The WI, The Gardening Club and others. - Small group sessions, such as Knit & Natter & other local clubs and societies. - Weekly produce & craft fair with café. - 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. 3 **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. 4 **Section D** ## **Achievements and Performance** **Summary of the main achievements of the charity during the year** The substantial investment in a semi-commercial kitchen has continued to encourage bookings for larger parties, such as wedding receptions, birthday parties & funeral teas. In the immediate aftermath of a tragic fire in the town in December 2024, the Hall played a central role as the hub for providing support to residents and emergency service personnel. With the help of a grant from the Westmorland and Furness Council, the Hall has been able to purchase replacement lightweight chairs and storage cradles for both the chairs and tables. This has enabled much easier handling of the furniture for users. The Management Committee is eager to take new bookings, and a proposed pop-up cinema has been trialled during the school holidays. 5 Section E Financial review The Trustees endeavour to maintain cash reserves of £5,000, to cover unforeseen emergency expenditure or shortfalls in income. Brief statement of the charlty'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: 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 Fi¢,. Other optional information Section G Declaration The trustees declare that they have approved the trustses, report above. Signed on behalf of the charity's trustees Slgnature(s) Full name(s> Position (eg Secretsry. Chair. etc) ck Date 12.Au&vs-, 262 |||||**Lunesdale Hall**|**Lunesdale Hall**|**Lunesdale Hall**||||**523063**||| |---|---|---|---|---|---|---|---|---|---|---|---|---| ||**Receipts andpayments accounts**
**For the period from**
01-Jan-24
**To**
31-Dec-24
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~~ee ee~~|||||||||||**CC16a**| |**Section A Receipts and payments**||||||||||||| ||||**Unrestricted funds**|||**Restricted funds**||**Endowment**
**funds**||**Total funds**||**Last year**| ||||**to the nearest £**|||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**| |**A1 Receipts**||||||||||||| |Room bookings|||**21**|**21,212**||**-**||**-**||**21,212**||**28,769**| |Fundraising|||**6**|**6,729**||**-**||**-**||**6,729**||**-**| |Donations|||**-**|**-**||**-**||**-**||**-**||**1,155**| |100 Club|||**1**|**1,160**||**-**||**-**||**1,160**||**1,287**| |Cottage rental income|||**9**|**9,472**||**-**||**-**||**9,472**||**9,700**| |Sale of equipment|||**-**|**-**||**-**||**-**||**-**||**400**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||||**-**|**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for AR)_|||**38,573**|**38,573**||**-**||**-**||**38,573**||**41,311**| |**A2 Asset and investment sales, (see**
**table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_ 38,573**
**-**
**-**
**38,573**
**41,311**
~~——————~~||||||||||||| |**A3 Payments**||||||||||||| |Cottage landlord's costs|||**6**|**6,099**||**-**||**-**||**6,099**||**1,894**| |Hall repairs and maintenance|||**13**|**13,864**||**-**||**-**||**13,864**||**27,923**| |Administration|||**10**|**10,782**||**-**||**-**||**10,782**||**7,032**| |Utilities|||**7**|**7,686**||**-**||**-**||**7,686**||**7,604**| |Insurance|||**1**|**1,664**||**-**||**-**||**1,664**||**2,004**| |100 clubprizes|||**745**|**745**||**-**||**-**||**745**||**800**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||||**-**|**-**||**-**||**-**||**-**||**-**| ||**_Sub total_ **||**40,840**|**40,840**||**-**||**-**||**40,840**||**47,258**| |**A4 Asset and investment purchases,**
**(see table)**
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**-**
**-**
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**_Sub total_ -**
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**-**
**-**
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**_Total payments_ 40,840**
**-**
**-**
**40,840**
**47,258**
~~——————~~||||||||||||| |**_Net of receipts/(payments)_**
**(2,267)**
**-**
**-**
**(2,267)**
**(5,947)**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**18,183**
**- -**
**18,183**
**-**
**_Cash funds this year end_**
**15,916**
**-**
**-**
**15,916**
**(5,947)**
~~===>>~~||||||||||||| Section B Statement of assets and liabilities at the end of the period Categories Detai15 Unrestricted funds Restricted ￿ndS Endowment fund5 to nearest £ to ne3rest £ to nearest £ Bl Cash funds Cash at 8ank 15,916 Total ca5hfvnds 15.916 layee b?￿rKeSt**h receiptsand ￿￿￿entsa¢c￿ntlS1) Unrestricted funds t¢ meorest £ Restricted funds Endowment funds to n¢¥rest £ Details to nearest £ Fund to whkh asset Co# loptionall CuFrent value loptionall B3 Investment assets Fund to which atset belongs Current value {optlonall Cost {opt￿nall B4 Assets retalned for the charivs own use Fund to whi¢h fobility Amount due loptionall When due loptknnall 85 Liabilities Sl8ned by one or two trustees on behalf of a15 the trustees ature 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 2024 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 31/12/2024. - **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:** 15 August 2025 **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 1 **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** . 2 **October 2018** **IER**