01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 9 August 2017
- Removed
- Not supplied
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £486,821
- Latest expenditure
- £497,814
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: Unit 4, Wayfaring House, Murley Moss Business Park, Oxenholme Road, Kendal, LA9 7RL
Website recorded by the regulator: www.lakedistrictfoundation.org (displayed as text)
02 Activities
What the charity does
Promote the conservation, protection and improvement of the physical and natural environment and cultural heritage of the Lake District by inspiring people to care for and contribute to the natural environment and cultural heritage of the Lake District and Cumbria; andproviding funding and support for conservation, environmental and cultural initiatives in the Lake District and Cumbria
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 29 October 2026
- Date Accounts Received
- 29 October 2026
- Total Gross Income
- £486,821
- Total Gross Expenditure
- £497,814
- 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
- 27 October 2025
- Date Accounts Received
- 27 October 2025
- Total Gross Income
- £796,170
- Total Gross Expenditure
- £920,900
- 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
- 21 November 2024
- Date Accounts Received
- 21 November 2024
- Total Gross Income
- £1,217,352
- Total Gross Expenditure
- £1,235,702
- 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
- 20 December 2023
- Date Accounts Received
- 20 December 2023
- Total Gross Income
- £1,053,807
- Total Gross Expenditure
- £1,100,566
- 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
- 26 October 2022
- Date Accounts Received
- 26 October 2022
- Total Gross Income
- £640,512
- Total Gross Expenditure
- £328,420
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 29 October 2026
- Total Gross Income
- £486,821
- Total Gross Expenditure
- £497,814
- Grant Making Is Main Activity
- No
- Count Govt Grants
- £2
- Income From Government Grants
- £63,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 27 October 2025
- Total Gross Income
- £796,170
- Total Gross Expenditure
- £920,900
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £5
- Income From Government Grants
- £166,357
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 21 November 2024
- Total Gross Income
- £1,217,352
- Total Gross Expenditure
- £1,235,702
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £2
- Income From Government Grants
- £14,175
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 20 December 2023
- Total Gross Income
- £1,053,807
- Total Gross Expenditure
- £1,100,566
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £25,843
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 26 October 2022
- Total Gross Income
- £640,512
- Total Gross Expenditure
- £328,420
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 1
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Contracts
- 16300
- Income From Government Grants
- £12,245
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 27 October 2025
- Income Donations And Legacies
- 241078
- Income Other Trading Activities
- 2158
- Income Charitable Activities
- 543042
- Income Investments
- 9892
- Income Other
- 0
- Income Total Income And Endowments
- 796170
- Income Legacies
- 50000
- Income Endowments
- 0
- Expenditure Raising Funds
- £67,872
- Expenditure Charitable Expenditure
- £853,028
- Expenditure Other
- 0
- Expenditure Total
- 920900
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 257217
- Expenditure Governance
- 6202
- Expenditure Support Costs
- 39814
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 4821
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £231,256
- Assets Total Fixed
- 1
- Assets Own Use
- 0
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £420,527
- Assets Total Liabilities
- £177,241
- Assets Current Investment
- 1
- Assets Total Assets And Liabilities
- £243,287
- Creditors One Year Total Current
- 177241
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £339,565
- Funds Endowment
- 0
- Funds Unrestricted
- 231256
- Funds Restricted
- 12031
- Funds Total
- 243287
- Count Employees
- 11
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 21 November 2024
- Income Donations And Legacies
- 1206106
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1175
- Income Investments
- 5071
- Income Other
- 5000
- Income Total Income And Endowments
- 1217352
- Income Legacies
- 77501
- Income Endowments
- 0
- Expenditure Raising Funds
- £74,386
- Expenditure Charitable Expenditure
- £1,161,316
- Expenditure Other
- 0
- Expenditure Total
- 1235702
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 663268
- Expenditure Governance
- 7633
- Expenditure Support Costs
- 35600
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £343,411
- Assets Total Fixed
- 1
- Assets Own Use
- 0
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £530,815
- Assets Total Liabilities
- £162,799
- Assets Current Investment
- 1
- Assets Total Assets And Liabilities
- £368,017
- Creditors One Year Total Current
- 162799
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £464,218
- Funds Endowment
- 0
- Funds Unrestricted
- 343411
- Funds Restricted
- 24606
- Funds Total
- 368017
- Count Employees
- 11
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 20 December 2023
- Income Donations And Legacies
- 1051429
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1200
- Income Investments
- 1178
- Income Other
- 0
- Income Total Income And Endowments
- 1053807
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £30,512
- Expenditure Charitable Expenditure
- £1,070,054
- Expenditure Other
- 0
- Expenditure Total
- 1100566
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 493049
- Expenditure Governance
- 8296
- Expenditure Support Costs
- 32374
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £333,103
- Assets Total Fixed
- 1
- Assets Own Use
- 0
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £433,523
- Assets Total Liabilities
- £47,157
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £386,367
- Creditors One Year Total Current
- 47157
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £333,970
- Funds Endowment
- 0
- Funds Unrestricted
- 333103
- Funds Restricted
- 53264
- Funds Total
- 386367
- Count Employees
- 9
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 26 October 2022
- Income Donations And Legacies
- 638041
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1551
- Income Investments
- 920
- Income Other
- 0
- Income Total Income And Endowments
- 640512
- Income Legacies
- 191251
- Income Endowments
- 0
- Expenditure Raising Funds
- £63,165
- Expenditure Charitable Expenditure
- £265,255
- Expenditure Other
- 0
- Expenditure Total
- 328420
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 40530
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £289,551
- Assets Total Fixed
- 1
- Assets Own Use
- 0
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £437,639
- Assets Total Liabilities
- £4,514
- Assets Current Investment
- 45467
- Assets Total Assets And Liabilities
- £433,126
- Creditors One Year Total Current
- 4514
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £392,172
- Funds Endowment
- 0
- Funds Unrestricted
- 289551
- Funds Restricted
- 143575
- Funds Total
- 433126
- Count Employees
- 8
- 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
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
08 Official extract
Charity Event History
- Charity Name
- LAKE DISTRICT FOUNDATION
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2017-08-09T00:00:00
- Charity Name
- LAKE DISTRICT FOUNDATION
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2019-01-15T00:00:00
- Reason
- Funds transferred (incor)
- Assoc Organisation Number
- 4039586
- Assoc Registered Charity Number
- 1130453
- Assoc Charity Name
- NURTURE CUMBRIA LTD
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 09 Aug 2017
- Charitable Objects
- TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT AND CULTURAL HERITAGE OF THE LAKE DISTRICT BY Ò PROVIDING FUNDING AND SUPPORT FOR CONSERVATION, ENVIRONMENTAL AND CULTURAL INITIATIVES IN THE LAKE DISTRICT AND CUMBRIA; AND Ò INSPIRING PEOPLE TO CARE FOR AND CONTRIBUTE TO THE NATURAL ENVIRONMENT AND CULTURAL HERITAGE OF THE LAKE DISTRICT AND CUMBRIA.
10 Official extract
Charity Policy
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Investment
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Social media policy and procedures
- Policy Name
- Risk management
- Policy Name
- Complaints handling
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures