What is the financial size of THE HENRY LONSDALE TRUST?

THE HENRY LONSDALE TRUST is classified as a large charity. In the latest financial year, they reported a total income of £2,067,745 and total expenditure of £2,127,991.

How does THE HENRY LONSDALE TRUST allocate its spending?

For every pound spent, approximately 99.9% goes directly to charitable activities. The remaining 0.1% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.8%).

What is the workforce structure of THE HENRY LONSDALE TRUST?

THE HENRY LONSDALE TRUST employs 76 staff members and is supported by 0 volunteers.

Does THE HENRY LONSDALE TRUST receive government funding?

Yes. Approximately 52.7% of their income comes from government grants or contracts.

Does THE HENRY LONSDALE TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE HENRY LONSDALE TRUST

#1168707

CIO•Large•Registered

www.henrylonsdaletrust.org.uk

The object of the charity is the relief of needy elderly people. The principal activity of the charity is to provide high quality, professional residential care at two homes for elderly persons of limited means at rosehill and barn close, carlisle. In addition, since 2016 the charity has made grants to age uk carlisle and eden to fund a carlisle based information and advice officer.

Registered address

Henry Lonsdale Trust, Rose Hill Residential Home, Aglionby, CARLISLE, CA4 8AA

Latest HighlightsFY 2024

Income

All sources

£2,067,745

Expenditure

All activities

£2,127,991

Net Reserves

Unrestricted funds

£3,105,860

Total Assets

Gross assets

£4,997,497

Working Capital

Liquidity

£-183,074

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

17.5 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

14.9%

Median: 7.4%Around typical

Spending Efficiency

99.9%

Median: 97.8%Around typical

Income Concentration

118.4%

Median: 87.9%Below typical

Fundraising ROI

N/A

Median: 19.2xUnknown

Income Volatility

22.6%

Median: 20.6%Around typical

Self-Generated Income

96.9%

Median: 82.9%Around typical

3-Year Income CAGR

-10.6%

Median: 7.8%Below typical

Efficiency & Health

Charitable Spending

99.9%

Fundraising Eff.

% income retained

N/A

Governance Cost

% of expenditure

1.5%

Grant Making

% given away

1.4%

Debt Ratio

% of assets

8.4%

Survival Ratio

Months of reserves

17.5 months

Income Profile

Donations & Legacies

% of income

0.4%

Government Reliance

% of income

52.7%

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 11842

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

14.9%↑

Income CAGR (3yr)

Compound growth

-10.6%

Volatility

Moderate Volatility

22.6%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£27,207

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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