CCEW Charity Commission profile

BOARBANK HALL CONVALESCENT HOME, GRANGE-OVER-SANDS

Registered charity 233499 · organisation 233499

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
2 June 1964
Removed
Not supplied
Financial period
1 January 2024 – 31 December 2024
Latest income
£2,427,723
Latest expenditure
£2,439,794
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: CONVENT OF OUR LADY OF LOURDES, ALLITHWAITE, GRANGE-OVER-SANDS, CUMBRIA, LA11 7NH

Website recorded by the regulator: www.boarbankhall.org.uk/ (displayed as text)

02 Activities

What the charity does

The principal activity is the running of a convalescent home and nursing home. There is also provision of pastoral and spiritual support.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
17 October 2025
Date Accounts Received
17 October 2025
Total Gross Income
£2,427,723
Total Gross Expenditure
£2,439,794
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
11 October 2024
Date Accounts Received
11 October 2024
Total Gross Income
£2,481,478
Total Gross Expenditure
£2,071,893
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
13 December 2023
Date Accounts Received
13 December 2023
Total Gross Income
£2,167,802
Total Gross Expenditure
£1,917,485
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
27 October 2022
Date Accounts Received
27 October 2022
Total Gross Income
£3,216,918
Total Gross Expenditure
£1,778,839
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Cycle Reference
AR20
Reporting Due Date
31 October 2021
Date Annual Return Received
25 August 2021
Date Accounts Received
25 August 2021
Total Gross Income
£2,011,989
Total Gross Expenditure
£1,787,785

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
17 October 2025
Total Gross Income
£2,427,723
Total Gross Expenditure
£2,439,794
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
12
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
11 October 2024
Total Gross Income
£2,481,478
Total Gross Expenditure
£2,071,893
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
3
Count Salary Band 130001 140000
1
Count Volunteers
11
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
13 December 2023
Total Gross Income
£2,167,802
Total Gross Expenditure
£1,917,485
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
13
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
27 October 2022
Total Gross Income
£3,216,918
Total Gross Expenditure
£1,778,839
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£86,748
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
11
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
25 August 2021
Total Gross Income
£2,011,989
Total Gross Expenditure
£1,787,785
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£64,424
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
11

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
17 October 2025
Income Donations And Legacies
85479
Income Other Trading Activities
7075
Income Charitable Activities
2199851
Income Investments
49198
Income Other
24533
Income Total Income And Endowments
2366136
Income Legacies
30646
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,424,280
Expenditure Other
15514
Expenditure Total
2439794
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
30306
Expenditure Support Costs
30306
Expenditure Depreciation
23864
Gain Loss Investment
61587
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,498,379
Assets Total Fixed
4469795
Assets Own Use
1494642
Assets Long Term Investment
2975153
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,162,590
Assets Total Liabilities
£134,007
Assets Current Investment
496083
Assets Total Assets And Liabilities
£5,498,378
Creditors One Year Total Current
134007
Creditors Falling Due After One Year
0
Assets Cash
£551,310
Funds Endowment
0
Funds Unrestricted
5196885
Funds Restricted
301493
Funds Total
5498378
Count Employees
78
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
11 October 2024
Income Donations And Legacies
343680
Income Other Trading Activities
8695
Income Charitable Activities
2060361
Income Investments
61504
Income Other
7238
Income Total Income And Endowments
2481478
Income Legacies
133407
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,034,338
Expenditure Other
37555
Expenditure Total
2071893
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
37515
Expenditure Support Costs
37515
Expenditure Depreciation
21810
Gain Loss Investment
162490
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,510,449
Assets Total Fixed
4064032
Assets Own Use
1210965
Assets Long Term Investment
2853067
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,592,801
Assets Total Liabilities
£146,384
Assets Current Investment
478641
Assets Total Assets And Liabilities
£5,510,449
Creditors One Year Total Current
146384
Creditors Falling Due After One Year
0
Assets Cash
£946,780
Funds Endowment
0
Funds Unrestricted
5219332
Funds Restricted
291117
Funds Total
5510449
Count Employees
51
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
13 December 2023
Income Donations And Legacies
189603
Income Other Trading Activities
4975
Income Charitable Activities
1923339
Income Investments
43839
Income Other
6046
Income Total Income And Endowments
2167802
Income Legacies
189603
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,917,485
Expenditure Other
0
Expenditure Total
1917485
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
27259
Expenditure Depreciation
16613
Gain Loss Investment
190500
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,716,787
Assets Total Fixed
3727282
Assets Own Use
1151626
Assets Long Term Investment
2575656
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,301,079
Assets Total Liabilities
£89,988
Assets Current Investment
528122
Assets Total Assets And Liabilities
£4,938,373
Creditors One Year Total Current
89988
Creditors Falling Due After One Year
0
Assets Cash
£601,616
Funds Endowment
0
Funds Unrestricted
4716786
Funds Restricted
221587
Funds Total
4938373
Count Employees
63
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
27 October 2022
Income Donations And Legacies
1110661
Income Other Trading Activities
7103
Income Charitable Activities
1510062
Income Investments
548203
Income Other
40889
Income Total Income And Endowments
3216918
Income Legacies
143300
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,778,839
Expenditure Other
0
Expenditure Total
1778839
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
21439
Expenditure Support Costs
26782
Expenditure Depreciation
17206
Gain Loss Investment
522099
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,497,557
Assets Total Fixed
3419190
Assets Own Use
1047671
Assets Long Term Investment
2371519
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,205,774
Assets Total Liabilities
£127,407
Assets Current Investment
602954
Assets Total Assets And Liabilities
£4,497,557
Creditors One Year Total Current
127407
Creditors Falling Due After One Year
0
Assets Cash
£514,052
Funds Endowment
0
Funds Unrestricted
4248949
Funds Restricted
248608
Funds Total
4497557
Count Employees
42
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
25 August 2021
Income Donations And Legacies
533457
Income Other Trading Activities
0
Income Charitable Activities
1445461
Income Investments
33071
Income Other
0
Income Total Income And Endowments
2011989
Income Legacies
406832
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,773,359
Expenditure Other
14426
Expenditure Total
1787785
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
21439
Expenditure Support Costs
21439
Expenditure Depreciation
24322
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£3,058,516
Assets Total Fixed
1891345
Assets Own Use
1057713
Assets Long Term Investment
833632
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,266,084
Assets Total Liabilities
£97,951
Assets Current Investment
541368
Assets Total Assets And Liabilities
£3,059,478
Creditors One Year Total Current
97951
Creditors Falling Due After One Year
0
Assets Cash
£633,851
Funds Endowment
0
Funds Unrestricted
3058516
Funds Restricted
962
Funds Total
3059478
Count Employees
46
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Cumbria
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
108
Classification Type
What
Classification Description
Religious Activities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space

08 Official extract

Charity Event History

Charity Name
BOARBANK HALL CONVALESCENT HOME, GRANGE-OVER-SANDS
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1964-06-02T00:00:00
Charity Name
BOARBANK HALL CONVALESCENT HOME, GRANGE-OVER-SANDS
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2023-09-15T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
232621
Assoc Registered Charity Number
232621
Assoc Charity Name
CONGREGATION OF THE CANONESSES REGULAR HOSPITALLERS OF THE MERCY OF JESUS OF THE ORDER OF ST AUGUSTINE AT WATERLOO

09 Official extract

Charity Governing Document

Governing Document Description
DECLARATION OF TRUST OF DATED 3RD MARCH 1930 AS AMENDED BY SUPPLEMENTAL DEEDS OF 6TH SEPTEMBER 1947 AND 25TH MAY 1964 AS AMENDED BY SCHEME DATED 21ST APRIL 1998
Charitable Objects
NURSING AND CONVALESCENT HOME FOR PERSONS OF THE ROMAN CATHOLIC FAITH UNABEL THROUGH LACK OF MEANS OR OTHER CAUSE TO PAY FOR SUCH FACILITIES OR FOR SUCH OTHER PERSONS AS THE TRUSTEES MAY CHOOSE TO ADMIT AS PATIENTS
Area Of Benefit
NATIONAL

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

11 Official extract

Charity Policy

Policy Name
Complaints handling
Policy Name
Paying staff
Policy Name
Internal risk management policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Volunteer management
Policy Name
Investment
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Conflicting interests
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Risk management