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The Henry Lonsdale Trust

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£2,237,010
Latest Expenditure
£2,274,798

Financial Efficiency

Program Ratio 101.7%
% of income going directly to charitable activities

Higher than 77% of UK Beneficiary group charities with income £1M to £10M (sample: 3130). How is this calculated?

Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)

Higher than 100% of UK Beneficiary group charities with income £1M to £10M. How is this calculated?

Administrative Ratio 2.3%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 50% of UK Beneficiary group charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £2,127,115
Other Trading £0
Investments £51,436
Other Income £58,459

Expenditure Categories

Charitable Expenditure £2,274,413
Raising Funds £0
Governance £52,342
Grants to Institutions £0
Other Expenditure £385

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£2,237,010
£2,274,798£2,274,413£4,633,290£4,510,59479 / 0
2024
£2,067,745
£2,127,991£2,125,136£4,575,331£3,105,86076 / 0
2023
£1,800,383
£1,978,965£1,978,965£2,938,741£1,407,91881 / 0
2022
£2,781,266
£3,458,068£3,438,174£3,157,732£1,557,979118 / 0
2021
£2,891,358
£2,837,354£2,837,354£3,804,521£719,741125 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Henry Lonsdale Trust

What does The Henry Lonsdale Trust do?

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.

How much income did The Henry Lonsdale Trust report in 2025?

The Henry Lonsdale Trust reported total income of £2.24m and reported expenditure of £2.27m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Henry Lonsdale Trust?

The Henry Lonsdale Trust has a program ratio of 101.7%, meaning that share of its income goes directly to charitable activities. This is higher than 77% of UK Beneficiary group charities with income £1M to £10M (sample of 3130 charities). See our methodology for how this is calculated.

When was The Henry Lonsdale Trust registered as a charity?

The Henry Lonsdale Trust was registered with the Charity Commission for England and Wales on 10 August 2016 as charity number 1168707. It has been registered for 10 years.

Who runs The Henry Lonsdale Trust?

The Henry Lonsdale Trust is governed by a board of 7 trustees. The chair of trustees is JOHN MALLINSON. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Henry Lonsdale Trust operate?

The Henry Lonsdale Trust operates in Cumbria, as recorded in its Charity Commission filing.

Is The Henry Lonsdale Trust a registered charity?

Yes — The Henry Lonsdale Trust is a registered charity in England and Wales, charity number 1168707.

Details

Address
Henry Lonsdale Trust
Rose Hill Residential Home
Aglionby
CARLISLE
CA4 8AA
Registration Date
10 August 2016
Status
Registered

Registry Information

Organisation Number
5075949
Charity Number
1168707

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Trustees

JOHN MALLINSON Chair
Also governs 1 other charity
Ann Vipond McKerrell
Councillor Anne Glendinning
Also governs 1 other charity
Geoff Mitchell
Jeanette Whalen
JESSICA RIDDLE
JOANNA LEITH

Data & trust

Register data refreshed
14 May 2026
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