CCEW Charity Commission profile

Carer Support South Lakes

Registered charity 1142184 · organisation 5017467

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
1 June 2011
Removed
Not supplied
Company number supplied
07567467
Financial period
1 April 2024 – 31 March 2025
Latest income
£767,979
Latest expenditure
£663,976
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Carer Support South Lakes, Stricklandgate House, 92 Stricklandgate, KENDAL, Cumbria, LA9 4PU

Website recorded by the regulator: https://carersupportsouthlakes.org.uk/ (displayed as text)

02 Activities

What the charity does

PROVIDE SUPPORT TO CARERS

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
14 January 2026
Date Accounts Received
14 January 2026
Total Gross Income
£767,979
Total Gross Expenditure
£663,976
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
20 December 2024
Date Accounts Received
20 December 2024
Total Gross Income
£675,705
Total Gross Expenditure
£658,227
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
12 December 2023
Date Accounts Received
12 December 2023
Total Gross Income
£632,686
Total Gross Expenditure
£526,290
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
6 January 2023
Date Accounts Received
6 January 2023
Total Gross Income
£434,995
Total Gross Expenditure
£489,453
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
26 January 2022
Date Accounts Received
26 January 2022
Total Gross Income
£536,537
Total Gross Expenditure
£435,262

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
14 January 2026
Total Gross Income
£767,979
Total Gross Expenditure
£663,976
Grant Making Is Main Activity
No
Count Govt Contracts
1
Count Govt Grants
£1
Income From Government Contracts
272496
Income From Government Grants
£51,000
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
No
Count Volunteers
84
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
20 December 2024
Total Gross Income
£675,705
Total Gross Expenditure
£658,227
Grant Making Is Main Activity
No
Count Govt Contracts
1
Count Govt Grants
£1
Income From Government Contracts
250397
Income From Government Grants
£34,932
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
No
Count Volunteers
79
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
12 December 2023
Total Gross Income
£632,686
Total Gross Expenditure
£526,290
Grant Making Is Main Activity
No
Count Govt Contracts
1
Count Govt Grants
£5
Income From Government Contracts
219392
Income From Government Grants
£86,425
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
No
Count Volunteers
50
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
6 January 2023
Total Gross Income
£434,995
Total Gross Expenditure
£489,453
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
1
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Contracts
219392
Income From Government Grants
£6,206
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
40
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
26 January 2022
Total Gross Income
£536,537
Total Gross Expenditure
£435,262
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
1
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Contracts
218664
Income From Government Grants
£10,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
37

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
14 January 2026
Income Donations And Legacies
3664
Income Other Trading Activities
29551
Income Charitable Activities
726222
Income Investments
8542
Income Other
0
Income Total Income And Endowments
767979
Income Legacies
1023
Income Endowments
0
Expenditure Raising Funds
£47,181
Expenditure Charitable Expenditure
£616,795
Expenditure Other
0
Expenditure Total
663976
Expenditure Investment Management
47181
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
17092
Expenditure Depreciation
181
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£87,500
Assets Total Fixed
161
Assets Own Use
161
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£379,380
Assets Total Liabilities
£31,386
Assets Current Investment
0
Assets Total Assets And Liabilities
£348,155
Creditors One Year Total Current
31386
Creditors Falling Due After One Year
0
Assets Cash
£351,497
Funds Endowment
0
Funds Unrestricted
148260
Funds Restricted
199895
Funds Total
348155
Count Employees
20
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
20 December 2024
Income Donations And Legacies
12435
Income Other Trading Activities
51206
Income Charitable Activities
583104
Income Investments
6484
Income Other
22476
Income Total Income And Endowments
675705
Income Legacies
1104
Income Endowments
0
Expenditure Raising Funds
£42,326
Expenditure Charitable Expenditure
£615,901
Expenditure Other
0
Expenditure Total
658227
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
6188
Expenditure Depreciation
1016
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£87,500
Assets Total Fixed
803
Assets Own Use
803
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£270,757
Assets Total Liabilities
£27,408
Assets Current Investment
0
Assets Total Assets And Liabilities
£244,152
Creditors One Year Total Current
27408
Creditors Falling Due After One Year
0
Assets Cash
£244,949
Funds Endowment
0
Funds Unrestricted
129353
Funds Restricted
114799
Funds Total
244152
Count Employees
20
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
12 December 2023
Income Donations And Legacies
13088
Income Other Trading Activities
52144
Income Charitable Activities
560950
Income Investments
1894
Income Other
4610
Income Total Income And Endowments
632686
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£64,503
Expenditure Charitable Expenditure
£461,787
Expenditure Other
0
Expenditure Total
526290
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
18604
Expenditure Depreciation
3250
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£87,500
Assets Total Fixed
1819
Assets Own Use
1819
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£288,312
Assets Total Liabilities
£63,457
Assets Current Investment
0
Assets Total Assets And Liabilities
£226,674
Creditors One Year Total Current
63457
Creditors Falling Due After One Year
0
Assets Cash
£244,588
Funds Endowment
0
Funds Unrestricted
101435
Funds Restricted
125239
Funds Total
226674
Count Employees
18
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
26 January 2022
Income Donations And Legacies
16373
Income Other Trading Activities
15880
Income Charitable Activities
503655
Income Investments
629
Income Other
0
Income Total Income And Endowments
536537
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£13,451
Expenditure Charitable Expenditure
£421,811
Expenditure Other
0
Expenditure Total
435262
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
9519
Expenditure Support Costs
102334
Expenditure Depreciation
3093
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£108,651
Assets Total Fixed
5240
Assets Own Use
5240
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£259,610
Assets Total Liabilities
£90,114
Assets Current Investment
0
Assets Total Assets And Liabilities
£174,736
Creditors One Year Total Current
42614
Creditors Falling Due After One Year
47500
Assets Cash
£258,610
Funds Endowment
0
Funds Unrestricted
113891
Funds Restricted
60845
Funds Total
174736
Count Employees
16
Consolidated 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
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name
Carer Support South Lakes
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2013-08-12T00:00:00
Assoc Organisation Number
1017463
Assoc Registered Charity Number
1017463
Assoc Charity Name
SOUTH LAKELAND CARERS
Charity Name
Carer Support South Lakes
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2011-06-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 17/03/2011 as amended on 30 May 2019
Charitable Objects
THE CHARITABLE PURPOSES OF THE COMPANY ARE:A) THE RELIEF OF THOSE PERSONS IN THE AREA OF SOUTH LAKELAND, CUMBRIA (THE "AREA OF BENEFIT") WHO, BY REASON OF CARING FOR A DISABLED, ELDERLY AND SICK PERSON IN THE AREA OF BENEFIT, ARE LEADING A RESTRICTED LIFE AND ARE IN NEED OF THE ASSISTANCE OF CARERS; ANDB) THE CONSEQUENTIAL RELIEF OF DISABLED, ELDERLY AND SICK PERSONS IN THE AREA OF BENEFIT THROUGH SUCH ASSISTANCE GIVEN TO THEIR CARERS.

10 Official extract

Charity Other Names

Charity Name Id
504996
Charity Name Type
Previous name
Charity Name
SOUTH LAKELAND CARERS

11 Official extract

Charity Policy

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