KENDAL ALMSHOUSE CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 22 March 2017
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £264,694
Latest expenditure: £204,496
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Cumbria Tourist Business Centre, Windermere Road, Staveley, KENDAL, Cumbria, LA8 9PL

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

02 Activities

What the charity does

the charities principle objective is to provide affordable unfurnished homes for those in need

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 12 May 2026
Date Accounts Received: 12 May 2026
Total Gross Income: £264,694
Total Gross Expenditure: £204,496

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: 11 June 2025
Date Accounts Received: 11 June 2025
Total Gross Income: £489,761
Total Gross Expenditure: £170,561

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: 8 May 2024
Date Accounts Received: 8 May 2024
Total Gross Income: £222,268
Total Gross Expenditure: £174,929

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: 5 October 2023
Date Accounts Received: 5 October 2023
Total Gross Income: £196,958
Total Gross Expenditure: £194,220

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: 17 October 2022
Date Accounts Received: 17 October 2022
Total Gross Income: £188,711
Total Gross Expenditure: £212,540

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 12 May 2026
Total Gross Income: £264,694
Total Gross Expenditure: £204,496
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
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: 11 June 2025
Total Gross Income: £489,761
Total Gross Expenditure: £170,561
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £248,000
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
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: 8 May 2024
Total Gross Income: £222,268
Total Gross Expenditure: £174,929
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
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: 5 October 2023
Total Gross Income: £196,958
Total Gross Expenditure: £194,220
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: £34,028
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
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: 17 October 2022
Total Gross Income: £188,711
Total Gross Expenditure: £212,540
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: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 104
Classification Type: What
Classification Description: Disability

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

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

07 Official extract

Charity Event History

Charity Name: KENDAL ALMSHOUSE CHARITY
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-03-22T00:00:00

Charity Name: KENDAL ALMSHOUSE CHARITY
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2018-11-29T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 222432
Assoc Registered Charity Number: 222432
Assoc Charity Name: KENDAL ALMSHOUSE CHARITY

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION REGISTERED 22 MAR 2017AMENDED ON 15 JUL 2020
Charitable Objects: THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT:1) THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION IN THE PROPERTIES KNOWN AS THE KENDAL ALMSHOUSES FOR THE BENEFIT OF PERSONS WHO ARE IN NEED OR FINANCIAL HARDSHIP AND WHO ARE INHABITANTS OF OR LIVE NEAR THE AREAS COMPRISINGA) THE TOWN OF KENDALB) THE PARISHES OF HELSINGTON, NATLAND, NEW HUTTON, PATTON, SCALTHWAITERIGG, SKELSMERGH, STRICKLAND KETEL, STRICKLAND ROGER AND UNDERBARROW AND BRADLEYFIELD; ANDC) IN NO SUITABLE APPLICATIONS ARE RECEIVED FROM INHABITANTS OF THE FOREGOING AREAS (A) OR (B), THE AREA OF SOUTH LAKELAND DISTRICT COUNCIL; ANDD) IF NO SUITABLE APPLICATIONS ARE RECEIVED FROM INHABITANTS OF THE FOREGOING AREAS (A), (B) OR (C), THE AREA OF THE BOROUGH OF BARROW-IN-FURNESS;ALL WHICH AREAS (S) TO (D) INCLUSIVE ARE IN THE COUNTY OF CUMBRIA AND ARE TOGETHER CALLED "THE AREA OF BENEFIT", WITH PREFERENCE BEING GIVEN IN ALL AREAS TO QUALIFIED PERSONS WHO ARE AGED 50 YEARS OR OVER.2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CIO OR ANY OF THEM AND IN SUCH MANNER AS THE CHARITY TRUSTEES THINK FIT FROM TIME TO TIME.

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Risk management

Policy Name: Volunteer management

Policy Name: Internal risk management policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints handling