THE LYNDAL TREE FOUNDATION

Registered charity 1125024 · accounts filings on the Charity Commission register

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.

Area of benefit: UNDEFINED, IN PRACTICE, NATIONAL AND OVERSEAS.

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

Registered contact address: Bradford, Yorkshire and The Humber, England (from the postcode on the register)

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

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.

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

What the accounts disclose

Reserves policy: Retain capital surplus to one million pounds + CPI from founding date (2008) (reserves figure: £1.9m)
“Objective 1: Retain capital surplus to one million pounds + CPI from founding date (2008)”
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.” — page 23
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

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).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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?

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

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE LYNDAL TREE FOUNDATION£154k——unclear—no doubt
THE RANDAL CHARITABLE FOUNDATION FY2025£3.3m—0above—no doubt
THE BAY TREE CHARITABLE TRUST FY2025£184k—0above—no doubt
THE LYONS CHARITABLE TRUST FY2025£67k—0unclear—no doubt
THE LILI TAPPER CHARITABLE FOUNDATION FY2025£90k—0unclear—no doubt
THE ALAN BRENTNALL CHARITABLE TRUST FY2025£113k—0unclear—no doubt

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