## **Trustees' Annual Report for the period** Period start date Period end date **To** 1 January 2025 31 December 2025 **From** ## Section A Reference and administration details **Charity name** Lunesdale Hall, Kirkby Lonsdale **Other names charity is known by Registered charity number (if any)** 523063 **Charity's principal address** Bective Road Kirkby Lonsdale **Postcode LA6 2BG** Lunesdale Hall, Kirkby Lonsdale **Names of the charity trustees who manage the charity** |1
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11|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Tina Altham|||| ||ShirleyBoyd|||| ||Robert Cass|||Kirkby Lonsdale Parochial
Church Council| ||Paul Cassell|Deputy Chair &
Secretary||Kirkby Lonsdale Town
Council| ||Pat France|||| ||Peter Irving||Resigned 9 September
2025|| ||Braddan Quayle||Appointed 18 March
2025|Kirkby Lonsdale Town
Council| ||Robin Ree|Chair||Kirkby Lonsdale Town
Council| ||Rachel Ward||Appointed 18 March
2025|Chamber of Trade| ||Robin Ree|Chair||Kirkby Lonsdale Town
Council| ||Liz Saunders|||| |||||| |||||| |||||| 1 **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ||**Name**|**Dates acted if not for whole year**| |---|---|---| |||| ||KirkbyLonsdale Town Council|| ## **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[Indenture and Scheme ] (eg. trust deed, constitution) 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 (eg. appointed by, elected by) trustees elected 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 charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. 2 **Section C Objectives and activities** **Summary of the objects of the charity** Promoting the social, educational and religious improvement of the people of **set out in its governing** Kirkby Lonsdale and visitors thereto. **document** The Lunesdale Hall is a much-valued community facility offering rooms for hire including a well-appointed kitchen. 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 include: - Concerts in the main hall, which has a stage and a comprehensive audio visual system. - Fitness Classes. **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. - Parties for all ages, plus wedding receptions & funeral teas. - Community subsidised lunches every Monday, prepared and served by volunteers. - Public meetings held by the Town Council, The Women’s Institute, 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 comprises versatile space in two connecting rooms on the ground floor. Upstairs is 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 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. 3 ## **Section D Achievements and Performance** **Summary of the main achievements of the charity during the year** During 2025, we have made significant progress in improving both the fabric of the building and the services we provide to our community. We are delighted to report the successful completion of the refurbishment of the cupola, alongside comprehensive weatherproofing of the roof. These essential works will help preserve the building for years to come and protect it against the challenges of our local climate. Accessibility has remained a key priority. The installation of new disabled access doors marks a meaningful step forward in ensuring that Lunesdale Hall is welcoming and usable for everyone in our community. Beyond the physical improvements, it has been encouraging to see the hall thriving as a community hub once again. The reintroduction of the Thursday Market has been warmly received, bringing renewed activity and footfall into the hall. In addition, the Saturday Repair Café has proven to be a valuable initiative, promoting sustainability, practical skills, and community connection. ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** The Trustees endeavour to maintain cash reserves of £5,000, to cover unforeseen emergency expenditure or shortfalls in income. **Details of any funds materially in deficit** 4 ## **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. In 2025 there were exceptional levels of income and expenditure compared with 2024. Total income in 2025 was £176,561 compared with £38,573 in 2024. Total expenditure in 2025 was £173,572 compared with £40,840 in 2024. There was a net surplus of £2,809 in 2025 and a net deficit of £2,267 in 2024. The largest exceptional item was the fundraising for the victims of the tragic fire in Kirkby Lonsdale in December 2024. The Lunesdale Hall, being a registered charity, was used as the vehicle to process donations to the Go Fund Me website. £74,085 was donated, and at the end of this initial round of fundraising, the proceeds were handed over to the Cumbria Community Foundation, who assumed responsibility for grant making. In the early part of the year the Hall purchased new lightweight chairs, round tables and storage trolleys for both. This expenditure totalled £28,843 and was fully funded by the Kirkby Lonsdale Business and Economic Recovery Grant Scheme. In March 2025 the heating system boiler broke down and was deemed beyond repair due to age. A new boiler was installed at a cost of £7,962. Following a detailed survey and inspection of the Hall’s electrical systems, an upgrade and modernisation programme was commissioned in early summer 2025, at a total cost of £4,921. The above 2 items were funded by a £20,000 grant from Kirkby Lonsdale Town Council. Major roof repair work was carried out in July and August 2025, including rebuilding the cupola and repairing a chimney stack and lightning conductor. The total cost was £21,109, and this was funded from the balance of the Town Council grant above, in addition to a grant of £5,000 from the Christopher Robins Trust, and a number of individual donations. Towards the end of the year the Hall launched a weekly chess club, with at least the first year’s running costs funded with £1,750 from the Cumbria Police and Crime Commissioner and £750 from the Christopher Robins Trust. Income from room bookings amounted to £22,455. This is barely enough to cover routine expenditure, e.g., heat and light, cleaning, bookkeeping and insurance. The Hall Committee is very grateful for the generous grants and donations that have enabled us to carry out the necessary improvements and upgrades to the hall facilities listed above. 5 Section F Other optional information In 2026, the Committee has secured funding whith wrll enable it to make three major improv8ments to energy effiGienGy. First, an automated temFerature control system will be linked to the booking system, regulating the temperature in each room according to activities during the course of the day and the outside temperature. Second, the roof over the main hall wll be insulated inside, substantially reducing heat loss. Third, a fan system will be installed to recirculate the wasted heat that naturally rises to the roof space, back down to the wothng area. Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charity's trustses Slgnaturels Full namels) Posltlon (eg Secretary, Chair. etc> Robin Ree Chair Date 6 May 2026 **----- Start of picture text -----**
Lunesdale Hall 523063
Receipts and payments accounts CC16a
For the period from 01-Jan-25 To 31-Dec-25
Section A Receipts and payments
Endowment
Unrestricted funds Restricted funds Total funds Last year
funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
General 58,241 58,241 27,941
Cottage rental 11,860 11,860 9,472
100 Club 1,032 1,032 1,160
Buildings and Equpment grants 28,843 28,843
74,085 74,085
Donations received for other charities
Chess Club - 2,500 - 2,500
- - - - -
Sub total (Gross income for AR) 71,133 105,428 - 176,561 38,573
A2 Asset and investment sales, (see
table).
Sub total - - - - -
Total receipts 71,133 105,428 - 176,561 38,573
A3 Payments
General 66,865 66,865 33,996
Cottage expenses 3,071 3,071 6,099
100 Club 690 690 745
Buildings and Equipment 28,843 28,843
Donations for other charities paid over
74,085
74,085
Chess Club 198 198
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 70,626 ] 103,126 - 173,752 40,840
A4 Asset and investment purchases,
(see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments [ 70,626 ] 103,126 - 173,752 40,840
Net of receipts/(payments) 507 2,302 - 2,809 (2,267)
A5 Transfers between funds - - - - -
A6 Cash funds last year end 15,916 15,916 18,183
Cash funds this year end 16,423 2,302 - 18,725 15,916
**----- End of picture text -----**
Section B Statement of assets and liabilities at the end of the period tjetails Unrestricted fvnds Restricted funds Endowment funds to ne•restE Bl Cash funds Cosh at 8¥nk 16,423 2.302 Totalcashfvnds 16.423 2,302 Unrtstrirted frJnd5 t•vMre5tE Restrirted fvnd$ El￿OWment funds toM•rest£ FuAdts¥Jhkth a%%•t rr•h*￿1u* C05tlop*bMII I0p¢¥Jn411 84 Assets retslned f¢ythe dwrlrfs Fwxlwwhkh Arwxwrtdw lothrAII B5 Llabllltles Slgned tyone ortsotrusree5 on bewof all thetrustees gnature Print Name Date of approval Robin Ree 6 May 2026 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name **members of** Lunesdale Hall, Kirkby Lonsdale **On accounts for the year** 31 December 2025 **Charity no** 523063 **ended (if any) Set out on pages** (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 31/12/2025. - **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** I have completed my examination. I confirm that no material matters have **examiner's statement** 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. **Date:** 06/05/2026 **Signed: Name:** Joel David Williams **Relevant professional** Fellow of The Association of Charity Independent Examiners **qualification(s) or body (if any): Address:** 1 Montrose Avenue Stretford Manchester M32 9LN 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** None **any items that the examiner wishes to disclose** . 2 **October 2018** **IER**