THE LYNDAL TREE FOUNDATION
The charity is grant making charity.
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO PAY AND APPLY THE INCOME, AND ALL OR SUCH PARTS OF THE CAPITAL, AT SUCH TIMES, IN SUCH MANNER AND SUBJECT TO SUCH RESTRICTIONS (IF ANY ) AS THE TRUSTEES THINK FIT, FOR SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The Lyndal Tree Foundation's total assets decreased by £67,939 to £1,862,332, driven by unrealised investment losses of £156,202, despite receiving £125,750 in donations. The charity's unrestricted reserves are approximately 14% above its stated policy target of £1,638,861, which is calculated as the initial £1 million capital adjusted for CPI since 2008. The trustees consider this level adequate and report no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Objective 1: Retain capital surplus to one million pounds + CPI from founding date (2008)”
“Donations amounting to £125,750 (including gift aid) were made in the year by Mrs L Duttine a trustee.” — page 23
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2023 (received 02/06/2024, 118 days after the 05/02/2024 due date).
Trustees
- LYNDA DUTTINEchair
- JENNIFER BRODIE
- STEVEN WILLIAM DUTTINE
- SUSAN FIDLER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
Per its FY2025 accounts: The Lyndal Tree Foundation's total assets decreased by £67,939 to £1,862,332, driven by unrealised investment losses of £156,202, despite receiving £125,750 in donations. The charity's unrestricted reserves are approximately 14% above its stated policy target of £1,638,861, which is calculated as the initial £1 million capital adjusted for CPI since 2008. The trustees consider this level adequate and report no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Charities like this
- THE RANDAL CHARITABLE FOUNDATION
- THE BAY TREE CHARITABLE TRUST
- THE LYONS CHARITABLE TRUST
- THE LILI TAPPER CHARITABLE FOUNDATION
- THE ALAN BRENTNALL CHARITABLE TRUST
- THE ELM TREE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LYNDAL TREE FOUNDATION | £154k | — | — | unclear | — | no doubt |
| THE RANDAL CHARITABLE FOUNDATION | £3.3m | — | 0 | above | — | no doubt |
| THE BAY TREE CHARITABLE TRUST | £184k | — | 0 | above | — | no doubt |
| THE LYONS CHARITABLE TRUST | £67k | — | 0 | unclear | — | no doubt |
| THE LILI TAPPER CHARITABLE FOUNDATION | £90k | — | 0 | unclear | — | no doubt |
| THE ALAN BRENTNALL CHARITABLE TRUST | £113k | — | 0 | unclear | — | no doubt |