Charity Accounts Intelreading the accounts so you don’t have to

THE LYNDAL TREE FOUNDATION

Registered charity 1125024 · accounts filings on the Charity Commission register

Latest income
£154k
Latest spending
£92k
Registered
2008
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total assets decreased by £67,939 to £1,862,332, driven by unrealised investment losses of £156,202. Per the trustees' report, unrestricted reserves are approximately 14% above the stated CPI-adjusted policy target of £1,638,861, a level the Trustees consider adequate.

What the accounts disclose

Reserves policy: CPI adjusted capital of £1,000,000 from 2008 (held: £1.9m)
“This has been applied to the initial £1,000,000 from inception which means that figure in real terms £1,000,000 in 2008 is equivalent to £1,638,861 today.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations from trustee
“Donations amounting to £125,750 (including gift aid) were made in the year by Mrs L Duttine a trustee. (2024: £325,720). None of the trustees have been paid any remuneration or received any other benefits from an employment with the charity or a related entity, nor have any trustees’ expenses been incurred.” — page 23
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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

Operates in: Bradford City · Bristol City · Caerphilly · Ceredigion · Leeds City · North Yorkshire

Income and spending

Financial year endIncomeSpending
05/04/2025£154k£92k
05/04/2024£357k£372k
05/04/2023£218k£253k
05/04/2022£90k£150k
05/04/2021£102k£135k

Common questions

Is THE LYNDAL TREE FOUNDATION financially healthy?

The accounts state that total assets decreased by £67,939 to £1,862,332, driven by unrealised investment losses of £156,202. Per the trustees' report, unrestricted reserves are approximately 14% above the stated CPI-adjusted policy target of £1,638,861, a level the Trustees consider adequate. Its FY2025 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
THE HENDON FAMILIES SYNAGOGUE LIMITED1£929k
Evergreen Care UK1£500

Charities like this

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