FRIENDS OF THE LAKE DISTRICT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 18 November 2003
Removed: Not supplied
Company number supplied: 04878364
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,681,820
Latest expenditure: £1,182,428
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Friends of the Lake District, Murley Moss Business Park, Oxenholme Road, Kendal, LA9 7SS

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

02 Activities

What the charity does

FLD strives to protect and enhance the landscape and natural beauty of Cumbria and the Lake District by working to influence relevant decision-makers and policy processes, initiating and participating in landscape-orientated projects, making grants to local projects and co-operating with other bodies having similar objectives or interests.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 8 January 2026
Date Accounts Received: 8 January 2026
Total Gross Income: £1,681,820
Total Gross Expenditure: £1,182,428

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 27 January 2025
Date Accounts Received: 3 October 2024
Total Gross Income: £1,094,503
Total Gross Expenditure: £1,510,940

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: 18 September 2023
Date Accounts Received: 18 September 2023
Total Gross Income: £1,581,793
Total Gross Expenditure: £997,860

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: 15 September 2022
Date Accounts Received: 15 September 2022
Total Gross Income: £1,595,840
Total Gross Expenditure: £901,917

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: 12 August 2021
Date Accounts Received: 12 August 2021
Total Gross Income: £1,025,527
Total Gross Expenditure: £854,833

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 8 January 2026
Total Gross Income: £1,681,820
Total Gross Expenditure: £1,182,428
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 90001 100000: 1
Count Volunteers: 108

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 27 January 2025
Total Gross Income: £1,094,503
Total Gross Expenditure: £1,510,940
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 100001 110000: 1
Count Volunteers: 57

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: 18 September 2023
Total Gross Income: £1,581,793
Total Gross Expenditure: £997,860
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: 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 60001 70000: 1
Count Volunteers: 77

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: 15 September 2022
Total Gross Income: £1,595,840
Total Gross Expenditure: £901,917
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £25,999
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 970

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: 12 August 2021
Total Gross Income: £1,025,527
Total Gross Expenditure: £854,833
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: Yes
Charity Agreement Commerical Participator: Yes
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £75,605
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 320

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 8 January 2026
Income Donations And Legacies: 1548796
Income Other Trading Activities: 23193
Income Charitable Activities: 4647
Income Investments: 105184
Income Other: 0
Income Total Income And Endowments: 1681820
Income Legacies: 1152773
Income Endowments: 0
Expenditure Raising Funds: £232,873
Expenditure Charitable Expenditure: £940,704
Expenditure Other: 8851
Expenditure Total: 1182428
Expenditure Investment Management: 14407
Expenditure Grants Institution: 0
Expenditure Governance: 75409
Expenditure Support Costs: 404607
Expenditure Depreciation: 5665
Gain Loss Investment: -48235
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 1336740
Gain Loss Other: 0
Reserves: £650,821
Assets Total Fixed: 5838204
Assets Own Use: 3177490
Assets Long Term Investment: 2660714
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,487,152
Assets Total Liabilities: £92,830
Assets Current Investment: 0
Assets Total Assets And Liabilities: £7,232,526
Creditors One Year Total Current: 92830
Creditors Falling Due After One Year: 0
Assets Cash: £1,074,641
Funds Endowment: 425171
Funds Unrestricted: 6699690
Funds Restricted: 107665
Funds Total: 7232526
Count Employees: 21
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 27 January 2025
Income Donations And Legacies: 699912
Income Other Trading Activities: 0
Income Charitable Activities: 248443
Income Investments: 123669
Income Other: 215176
Income Total Income And Endowments: 1287200
Income Legacies: 345065
Income Endowments: 0
Expenditure Raising Funds: £262,126
Expenditure Charitable Expenditure: £1,248,814
Expenditure Other: 0
Expenditure Total: 1510940
Expenditure Investment Management: 17214
Expenditure Grants Institution: 0
Expenditure Governance: 52569
Expenditure Support Costs: 1075917
Expenditure Depreciation: 14503
Gain Loss Investment: 215176
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,062,685
Assets Total Fixed: 4453110
Assets Own Use: 1604473
Assets Long Term Investment: 2848637
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,087,679
Assets Total Liabilities: £96,160
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,444,629
Creditors One Year Total Current: 96160
Creditors Falling Due After One Year: 0
Assets Cash: £730,970
Funds Endowment: 435345
Funds Unrestricted: 4858158
Funds Restricted: 151126
Funds Total: 5444629
Count Employees: 23
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: 18 September 2023
Income Donations And Legacies: 1134996
Income Other Trading Activities: 29524
Income Charitable Activities: 241248
Income Investments: 66025
Income Other: 110000
Income Total Income And Endowments: 1581793
Income Legacies: 850329
Income Endowments: 0
Expenditure Raising Funds: £204,639
Expenditure Charitable Expenditure: £793,221
Expenditure Other: 0
Expenditure Total: 997860
Expenditure Investment Management: 9218
Expenditure Grants Institution: 61958
Expenditure Governance: 53937
Expenditure Support Costs: 192128
Expenditure Depreciation: 15249
Gain Loss Investment: -408063
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,252,416
Assets Total Fixed: 4305504
Assets Own Use: 1618976
Assets Long Term Investment: 2686528
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,410,679
Assets Total Liabilities: £70,293
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,645,890
Creditors One Year Total Current: 70293
Creditors Falling Due After One Year: 0
Assets Cash: £917,581
Funds Endowment: 424392
Funds Unrestricted: 5062392
Funds Restricted: 159106
Funds Total: 5645890
Count Employees: 19
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: 15 September 2022
Income Donations And Legacies: 1319683
Income Other Trading Activities: 36827
Income Charitable Activities: 196126
Income Investments: 28204
Income Other: 15000
Income Total Income And Endowments: 1595840
Income Legacies: 1036821
Income Endowments: 0
Expenditure Raising Funds: £181,446
Expenditure Charitable Expenditure: £720,471
Expenditure Other: 0
Expenditure Total: 901917
Expenditure Investment Management: 12989
Expenditure Grants Institution: 38650
Expenditure Governance: 44184
Expenditure Support Costs: 139019
Expenditure Depreciation: 14239
Gain Loss Investment: 262435
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,508,804
Assets Total Fixed: 4102805
Assets Own Use: 1508214
Assets Long Term Investment: 2594591
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,417,937
Assets Total Liabilities: £50,722
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,470,020
Creditors One Year Total Current: 50722
Creditors Falling Due After One Year: 0
Assets Cash: £1,200,570
Funds Endowment: 520690
Funds Unrestricted: 4824018
Funds Restricted: 125312
Funds Total: 5470020
Count Employees: 18
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: 12 August 2021
Income Donations And Legacies: 735060
Income Other Trading Activities: 44722
Income Charitable Activities: 214950
Income Investments: 30795
Income Other: 0
Income Total Income And Endowments: 1025527
Income Legacies: 429328
Income Endowments: 0
Expenditure Raising Funds: £177,835
Expenditure Charitable Expenditure: £676,998
Expenditure Other: 0
Expenditure Total: 854833
Expenditure Investment Management: 13960
Expenditure Grants Institution: 17227
Expenditure Governance: 84101
Expenditure Support Costs: 160607
Expenditure Depreciation: 14355
Gain Loss Investment: 126698
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £590,157
Assets Total Fixed: 3615324
Assets Own Use: 1499495
Assets Long Term Investment: 2115829
Defined Benefit Pension Scheme: 0
Assets Other Assets: £960,161
Assets Total Liabilities: £61,822
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,513,663
Creditors One Year Total Current: 61822
Creditors Falling Due After One Year: 0
Assets Cash: £607,642
Funds Endowment: 516812
Funds Unrestricted: 3921652
Funds Restricted: 75199
Funds Total: 4513663
Count Employees: 18
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: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

08 Official extract

Charity Event History

Charity Name: FRIENDS OF THE LAKE DISTRICT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-11-18T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 27TH AUGUST 2003 as amended on 31 May 2014 as amended on 30 Sept 2025 as amended on 25 Sept 2026
Charitable Objects: A) TO PROMOTE AND ORGANISE CONCERTED ACTION FOR THE PROTECTION AND CONSERVATION OF THE LANDSCAPE AND NATURAL BEAUTY OF THE LAKE DISTRICT AND THE COUNTY OF CUMBRIA AS A WHOLE;B) TO CO-OPERATE WITH OTHER BODIES HAVING SIMILAR OBJECTS OR INTERESTS, PROVIDED THAT IN FURTHERANCE OF THE COMPANY'S OBJECTS THE EXECUTIVE COMMITTEE MAY FROM TIME TO TIME TAKE ACTION CONCERNING AREAS NEAR BUT OUTSIDE THE BOUNDARIES OF THE COUNTY OF CUMBRIA.
Area Of Benefit: CUMBRIA AND SURROUNDING AREAS

10 Official extract

Charity Other Names

Charity Name Id: 345360
Charity Name Type: Working name
Charity Name: FLD

11 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Volunteer management

Policy Name: Paying staff

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investment

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures