THE LAKE FOUNDATION CHARITABLE TRUST

Registered charity 1084280 · accounts filings on the Charity Commission register · also known as THE LAKE FOUNDATION

TO APPLY THE INCOME, AND ALL SUCH PART OR PARTS OF THE CAPITAL, FOR THE BENEFIT OF EXCLUSIVE CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD, AS THE TRUSTEES DEEM FIT.

Objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Area of benefit: WORLDWIDE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£125k

Latest spending

£149k

Registered

2000

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net surplus of £40,838 for the year ended 5 April 2025, with total unrestricted funds increasing to £69,720. The trustees confirm that the charity is prepared on a going concern basis, citing adequate resources and planned activities to support this view.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: to cover anticipated donations as well as management and administration costs of the charity that will be incurred in the near future (held: £70k)

“It is the policy of the charity to maintain unrestricted funds to cover anticipated donations as well as management and administration costs of the charity that will be incurred in the near future.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Settlors donated £230,000 to the charity.

“During the year the Settlors, G M Sumner and T Sumner donated £230,000 (2024: £70,000) to the charity.” — page 5

“The charity donated £246,121 ($300,000) to the Rainforest Fund, a charitable foundation in which the Settlors are Co-Founders and Board members.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The charity donated £246,121 to the Rainforest Fund, a foundation where Settlors are Co-Founders and Board members.

“During the year the Settlors, G M Sumner and T Sumner donated £230,000 (2024: £70,000) to the charity.” — page 5

“The charity donated £246,121 ($300,000) to the Rainforest Fund, a charitable foundation in which the Settlors are Co-Founders and Board members.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management

Trustees · trustee networks

Charles Russell Speechlys Trustees (UK) Ltd
GORDON MATHEW SUMNER CBE
TRUDIE SUMNER

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2026	£125k	£149k
05/04/2025	£288k	£247k
05/04/2024	£88k	£71k
05/04/2023	£0	£51k
05/04/2022	£125k	£69k

Common questions

Is THE LAKE FOUNDATION CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £40,838 for the year ended 5 April 2025, with total unrestricted funds increasing to £69,720. The trustees confirm that the charity is prepared on a going concern basis, citing adequate resources and planned activities to support this view. Its FY2025 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
Sport England	21/12/2015	£6k	BME Cycling Club

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
DAWAT-E-HADIYAH TRUST (UNITED KINGDOM)	1	£23.2m

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LANCASHIRE FOUNDATION.

THE LANCASHIRE FOUNDATION income £956k
THE JORDAN MAX GOODMAN CHARITABLE TRUST income £227k
LILLIE JOHNSON CHARITABLE TRUST income £227k
HQR LONDON CHARITABLE FOUNDATION income £340k
THE APELT AND LAZARUS CHARITABLE TRUST income £133k
Five Trees Community Trust income £258k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE LAKE FOUNDATION CHARITABLE TRUST	£125k	—	unclear	—	no doubt
THE LANCASHIRE FOUNDATION FY2024	£956k	—	above	—	no doubt
THE JORDAN MAX GOODMAN CHARITABLE TRUST FY2025	£227k	—	unclear	—	no doubt
LILLIE JOHNSON CHARITABLE TRUST FY2026	£227k	—	unclear	—	no doubt
HQR LONDON CHARITABLE FOUNDATION FY2025	£340k	—	unclear	—	no doubt
THE APELT AND LAZARUS CHARITABLE TRUST FY2026	£133k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.