The Henry Lonsdale Trust
Analysis
The Henry Lonsdale Trust is a registered charity in England and Wales, based in Carlisle. It was registered in August 2016, 10 years ago. Its declared purposes cover the advancement of health or saving of lives and accommodation/housing, which this site groups under health and saving lives. Legally it is a charitable incorporated organisation (CIO). It says it provides buildings/facilities/open space and provides services.
In the financial year ending March 2025, The Henry Lonsdale Trust reported income of £2.2m and spending of £2.3m, spending 102% of its income. Across the 5 years on record, from March 2021 to March 2025, income fell from £2.9m to £2.2m (-23%), an average of -6.2% a year. The sharpest change came in the year to March 2023, when income dropped by 35%. Over the whole period it spent 108% of the income it received.
Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Henry Lonsdale Trust sits at the 94th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 96th percentile. Charities of a similar size with the same main cause include Headway Birmingham & Solihull (£2.2m), Cumberland and Westmorland Convalescent Institution (£2.2m) and Edward Penley Abraham Research Fund (£2.2m).
In its latest detailed accounts, income came from charitable activities 95% and investments 2.3%. Charitable activities took 98% of spending and raising funds 0.0%. Reserves of £4.5m would cover about 23 months of spending at that rate. It employed 79 people.
Data notes from the register: The latest annual return was received after its deadline. Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.
Income and spending
Where the income comes from
- Charitable activities 95%
- Investments 2.3%
- Other 2.6%
In the charity's own words
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.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| Headway Birmingham & Solihull | Birmingham | £2.2m |
| Cumberland and Westmorland Convalescent Institution | Wigton Cumbria | £2.2m |
| Edward Penley Abraham Research Fund | Oxford | £2.2m |
| Big Change Charitable Trust | London | £2.2m |