LAKELAND HOUSING TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 17 October 2017
Removed: Not supplied
Company number supplied: 10298071
Financial period: 1 January 2025 – 31 December 2025
Latest income: £1,034,983
Latest expenditure: £211,220
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

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

Website recorded by the regulator: http://www.thelakelandhousingtrust.co.uk (displayed as text)

02 Activities

What the charity does

The provision of rented homes for local people who cannot afford to buy or long-term rent accommodation at current market rates.

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: 30 July 2026
Date Accounts Received: 30 July 2026
Total Gross Income: £1,034,983
Total Gross Expenditure: £211,220

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: 30 July 2025
Date Accounts Received: 30 July 2025
Total Gross Income: £1,158,819
Total Gross Expenditure: £325,385

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 July 2024
Date Accounts Received: 11 July 2024
Total Gross Income: £471,702
Total Gross Expenditure: £255,955

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: 3 August 2023
Date Accounts Received: 3 August 2023
Total Gross Income: £756,444
Total Gross Expenditure: £181,058

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: £1,013,069
Total Gross Expenditure: £155,554

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: 30 July 2026
Total Gross Income: £1,034,983
Total Gross Expenditure: £211,220
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: 30 July 2025
Total Gross Income: £1,158,819
Total Gross Expenditure: £325,385
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: 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: 11 July 2024
Total Gross Income: £471,702
Total Gross Expenditure: £255,955
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: 3 August 2023
Total Gross Income: £756,444
Total Gross Expenditure: £181,058
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

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: £1,013,069
Total Gross Expenditure: £155,554
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: £136,825
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 Annual Return Partb

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: 30 July 2026
Income Donations And Legacies: 696933
Income Other Trading Activities: 0
Income Charitable Activities: 301194
Income Investments: 21877
Income Other: 14979
Income Total Income And Endowments: 1034983
Income Legacies: 691021
Income Endowments: 0
Expenditure Raising Funds: £10,020
Expenditure Charitable Expenditure: £201,200
Expenditure Other: 0
Expenditure Total: 211220
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 65403
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £870,515
Assets Total Fixed: 7460666
Assets Own Use: 7460666
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,254,589
Assets Total Liabilities: £384,074
Assets Current Investment: 0
Assets Total Assets And Liabilities: £8,331,181
Creditors One Year Total Current: 195400
Creditors Falling Due After One Year: 188674
Assets Cash: £1,226,937
Funds Endowment: 0
Funds Unrestricted: 8331181
Funds Restricted: 0
Funds Total: 8331181
Count Employees: 0
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 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 30 July 2025
Income Donations And Legacies: 755669
Income Other Trading Activities: 0
Income Charitable Activities: 281988
Income Investments: 17832
Income Other: 103330
Income Total Income And Endowments: 1158819
Income Legacies: 750000
Income Endowments: 0
Expenditure Raising Funds: £10,452
Expenditure Charitable Expenditure: £314,933
Expenditure Other: 0
Expenditure Total: 325385
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £535,665
Assets Total Fixed: 6971753
Assets Own Use: 6971753
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £927,504
Assets Total Liabilities: £391,839
Assets Current Investment: 0
Assets Total Assets And Liabilities: £7,507,418
Creditors One Year Total Current: 193151
Creditors Falling Due After One Year: 198688
Assets Cash: £864,148
Funds Endowment: 0
Funds Unrestricted: 7507418
Funds Restricted: 0
Funds Total: 7507418
Count Employees: 0
Charity Only Accounts: Yes

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: 3 August 2023
Income Donations And Legacies: 427366
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 245720
Income Other: 83358
Income Total Income And Endowments: 756444
Income Legacies: 427012
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £181,058
Expenditure Other: 0
Expenditure Total: 181058
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 91865
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £617,016
Assets Total Fixed: 5491221
Assets Own Use: 5491221
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,403,088
Assets Total Liabilities: £786,072
Assets Current Investment: 0
Assets Total Assets And Liabilities: £6,108,237
Creditors One Year Total Current: 70251
Creditors Falling Due After One Year: 715821
Assets Cash: £1,395,916
Funds Endowment: 0
Funds Unrestricted: 6108237
Funds Restricted: 0
Funds Total: 6108237
Count Employees: 0
Charity Only Accounts: Yes

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
Income Donations And Legacies: 644368
Income Other Trading Activities: 0
Income Charitable Activities: 136825
Income Investments: 231876
Income Other: 0
Income Total Income And Endowments: 1013069
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £155,554
Expenditure Other: 0
Expenditure Total: 155554
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 60314
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 537983
Gain Loss Other: 0
Reserves: £93,696
Assets Total Fixed: 5209155
Assets Own Use: 5209155
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £413,175
Assets Total Liabilities: £89,479
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,532,851
Creditors One Year Total Current: 39479
Creditors Falling Due After One Year: 50000
Assets Cash: £179,182
Funds Endowment: 0
Funds Unrestricted: 5302851
Funds Restricted: 230000
Funds Total: 5532851
Count Employees: 0
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: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

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

08 Official extract

Charity Event History

Charity Name: LAKELAND HOUSING TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2020-03-20T00:00:00
Assoc Organisation Number: 701075
Assoc Registered Charity Number: 701075
Assoc Charity Name: THE LAKELAND HOUSING TRUST

Charity Name: LAKELAND HOUSING TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2020-08-19T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 500996
Assoc Registered Charity Number: 500996
Assoc Charity Name: THE GRANDY NOOK TRUST

Charity Name: LAKELAND HOUSING TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2017-10-17T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 26 JUL 2016AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 24 APR 2017AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 04 OCT 2017
Charitable Objects: THE PREVENTION OR RELIEF OF FINANCIAL HARDSHIP BY THE PROVISION OF HOUSING TO THOSE UNABLE TO RENT OR BUY LOCALLY

10 Official extract

Charity Other Names

Charity Name Id: 683032
Charity Name Type: Previous name
Charity Name: LAKELAND HOUSING TRUST

Charity Name Id: 590163
Charity Name Type: Previous name
Charity Name: THE LAKELAND HOUSING TRUST

Charity Name Id: 683034
Charity Name Type: Previous name
Charity Name: LAKELAND HOUSING TRUST

Charity Name Id: 683033
Charity Name Type: Previous name
Charity Name: LAKELAND HOUSING TRUST LIMITED

11 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints handling

Policy Name: Social media policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Conflicting interests