REGISTERED COMPANY NUMBER: 08150065 {England and Wales)
REGISTERED CHARITY NUMBER: 1149688
Report of the Trustees and
Financlal Statements for the Year Ended 31 March 2025
for
Kingswood Trust
(A Company Limlted by Guarantee}
Haines Watts Wolverhampion Limited
Keepers Lane
The Wergs
Wolverhampton
Wesl Midlands
WV6 8UA

Kingswood Trust
Contents of the Flnancial Statements
for the Year Ended 31 March 2025
Page
Report of the Trustees
Independent Examlner's Report
Statement of Flnanclal Activities
10
Balance Sheet
12 to 13
Notes to Ihe Financial Statements
14 10 20

Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
The Irustees who are also directors of the charity for the purposes of the Companies Act 2006, present their
report with Ihe financial statements of the charity for the year ended 31 March 2025. The trustees have
adopted the provisions of Accounting and Reporting by Charities.. Statement of Recommended Practice
applicable to charilies preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland (FRS102) {effective 1 January 2015).
Page 1

Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
OBJECTIVES AND ACTIVITIES
Our Purposes and Aims
We believe Ihat.- every young person should experience the world beyond the classroom as an essential part
of learning and personal development whatever their age, ability of circumstances. Our Mission at the
Kingswood Trust is lo provide high quality outdoor residential and environmental experiences that will support
improved outcomes for the Children, young people and community of Wolverhampton,
Staffordshire,
Shropshire, Telford, and the wider Wesl Midlands Area. Our funded project activities prioritises the most
disadvantaged people in our community supporting not only children bul volunteers of all ages and older
people. The King5wood Trust is a residential and environmental centre 6 miles outside of the City of
Wolverhampton offering access to woodland, green spaces, and purpose-built environmental resources. The
buildings can accommodate over 100 people each day with capacity for 70 people to slay residentially.
Outdoor activities at The Kingswood Trust focus on leaming outdoors. connecling people with nature, and
appreciating the natural environmenl. Our work is particularly current in helping to combat the impact of
sedentary lifestyles, obesity. and the increase in poor mental health. Our service meets the curriculum needs
of schools and focuses on environmental learning. Children of all ages, their parents, and carers and those
who support them can leam together. enjoying the benefits of hands-on activities in the fresh air. From the
voluntary sector to corporate organisations. everyone can benefit from learning with nature. There are also
plenty of varied opportunities to make a positive contribution to Ihe work of our charilable trust through our
extensive volunteer programme. Our outdoor activities enable learning about and through the environment
and create lasting, happy memories. Over the last 12 months we have continued to focus on reconnecting
people of all ages lo the natural environment, especially older people and those suffering from loneliness and
isolation and those who face financial hardship. In addition, this year we have priorilised carbon reduction by
improving our own carbon literacy and have made a number of changes to reduce our own impact on the
environment, whilst building Ihis inlo the educational opportunities for all our beneficiaries and stakeholders.
Our charity is a place where history comes alive with old buildings, air-raid shelters, historical features, and
artefacts. Outdoor learning takes place in our woodland and natural habitats. pond areas, bird hide, climbing
trees. adventure ropes, forest school base camps and gardening areas. Opportunities to meet our sheep,
ducks and chickens, rabbrts, guinea pigs and tortoises are a favourite with all our visitors. Our team building
programme offers essential skills activities for personal growth. Subsidised and fully funded projects enable
some of Ihe most disadvantaged children, young people, and families to benefit from the many positive
impacls that our quality learning opportunities in Ihe great outdoors brings. Our activities for older people,
especially those with dementia and adults and children wtth Special Educational Needs and Disabilities are
having a positive impact on improving health and reducing isolation whilst accessing the benefits of being
outdoors.
O_ur Objec_ts - How our activities deliver p_ub_lic benefits
The trustees have given regard to the Charity Commission's guidance on public benefit. Our activities deliver
public benefit through our objects and our activities reflect local need. We adapt these opportuntlies and
experiences to support the needs of people within our local communty and work hard lo enable everyone to
access these and benefit accordingly.
Our charitable objects are as follows:
Advancement of Educatlon we promote education in, through and about the environment. We provide
tailored learning outside the classroom opportunities, including day and residential visits for children and
families in areas of social and economic deprivation. This includes curriculum enhancement, improving
mental and physical health and helps to ¢ombal obesity. We engage with parents and family members and
the wider community to place learning at the centre of what we do. We provide communily skills days and
learning opportunities f or volunteers.
Conservation of the Environment we promote the development and protection of the environment and
improve the biodiversity of our sile. We encourage children, young people, and the wider community to play
an active part in the conservation, protection, and improvement of both the physical and natural
environments.
We focus on improving the knowledge and skills of children, young people, and the community in relation lo
wildlife and nature. We aim to improve urlderslanding and awareness of issues around climate change, now
and in the future.
Page 2

Kingswood Trust (Registered number: 08150065}
Report of the Trustees
for the Year Ended 31 March 2025
Sustalnable Development
our activities are about living today wilh tomorrow in mind. We promote
education for sustainability, with children, young people and the community participating in dèvelopments and
activities creating and mainlaining the habitats and environments on our site. We practice a sustainable
ethos, educating children, young people and the community in growing food and local sourcing, reducing,
reusing and recycling i n relation to resources, energy and waste.
Prevention or Relief of Poverty we provide free, fully accessible activities and subsidised charges for
service users in need. We actively seek funding lo deliver projects that help to support the needs of the most
disadvantaged children, families, and older people. Our outdoor opportunities aim lo help improve the life
chances for children and young people from socially and economically disadvantaged communities. Through
access to our environment, activities, and resources we can make a positive impact on the health and
well-being of our user groups.
Promotion of Social Inclusion we deliver a wide range of activities that reinforce confidence, raise self-
esteem. and offer opportunities for social interaction. We promote the social inclusion of children and their
families with poor educational or skills attainment and financial hardship e.g. those who are members of
marginalised or minority groups. We promote social inclusion for children and young people with special
educalional needs to ensure equal access to all outdoor, environmèntal and curriculum opportunities. We
provide Ihe environment and context for people within socially and poor areas of Wolverhampton and The
West Midlands. Staffordshire and the local community, to develop the Gapacity and skills in such a way that
they are better able to identify, and help meet, their needs and to participate more fully in society. We actively
include volunteers with all abilities and run projecls for those with a range of Special Educational Needs and
Disabilities and poor mental heallh.
Ensurlng our work delFvers our aims.
In April 2024 the Trust began its financial year in a positive position, having worked hard lo deliver ils aims
Ihrough funded projects during the previous year. We have been very grateful for the ongoing financial
support of repeat funders alongside new Trusts and Foundations recognising our work. This year we have
been able lo continue aclivities with our existing school and community partners as well as welcoming new
beneficiaries and groups to our core pn)jects and opportunities. As well as developing links with Trusts and
Foundations, and other Grant Givers, we continue to generate our own income from schools and groups
through charges for day visils, forest school programmes and residential stays. In addition, we generate
income from our own inhouse fundraising activities, sales through our refreshment snack stop and souvenir
gift shop, selling plants and oLJr very own unique Kingswood Rose, and having a preowned book stand. We
generate regular income from weekend and holiday lettings of our site and buildings.
April 2024 marked Kingswood Trusts, 101h anniversary as an independent charity. 'Kingswood' began as
Wolverhampton Children's Holiday Camp,. It started in 1923 with the idea that 'poor' children could benefit
from a holiday there. The original buildings were Wodd War l Nissan huts with stretchers for beds and a
pavilion was built in the 1930's. This became the hall that is still in use today. Du17ng Worfd War 11, brick-built
dormitories (still in use) were e￿Cted, and Air raid shelters were built for emergency use. After World War 11,
the holiday camp was purchased by the Local Education Authority to house an Open-Air School for "delicate.
children. Many suffered from breathing problems, were under nourished with poor development and their
families were in social need. The open-air school had a significant impact for many years due to outdoor
lessons and the medical and educational support at the school. The children made huge progress out of the
city in this countryside environment. In 1958 it was decided to build new accommodation on land next door.
From 1973, the site was used as an environmental centre to enable children and the wider communty
opportunrties for residential and day visits, forest school activities and to learn about nature The site was
transferred in 2014 on a 125-year lease to the Kingswood Trust, a registered charity. We celebrated the year
with a calendar of Community events and a family and friends 10th birthday party and open day.
Page 3

Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
In June 2024 we received a 3-year grant from The National Lottery Community fund. In year 1 this has
supported some exciting capital developments to our community hall. This has included the installalion of
double glazing. a new boiler and heating system, new flooring and decoration and solar panels lo the hall roof.
This has greatly improved the comfort and quality of this widely used building, whilst helping to reduce energy
by employing sustainable features. The funds have supported our work with people of all ages and is also
enabling Kingswood Trust to significarilly develop its project work with volunteers. In August 2024 we
employed a volunteer coordinator, increasing the number of volunteers that we can work with and focussing
on more support for volunteers with special educational needs and disabilities. Our volunteering programmes
are now fully embedded into Kingswood Trusls work, and we are very grateful lo our regular volunteers and
volunteer team partners who continue to have a huge impact on our developing natural environments, site
and project activities.
The skill set of the Trusl board has continued to provide good governance of the charity - offering approprtale
knowledge, skills, and experience in aspects such as finance, education. the environment. the communily,
and strategy. Regular monitoring of financial accounts and centre policies ensures due diligence and
protection of the charity and the safely and wellbeing of all stakeholders. Timely committee and subcommittee
meetings and Trustees actively participating in some of the day-lo-day volunteering opportunities. projects
and events has ensured that Ihe Charity manager and slaff receive appropriate challenge and support. Policy
reviews and updates have remained on track.
We have a stable. experienced and committed staff team of 9. Staff Professional Development and learning
for all continues to be a priorily. The Trusl uses an online training platform, available to all staff and
volunteers. This year, staff have completed training in Health and Safely. Fire PrevenlionlFire Warden
Training, Equality and Diversity Training, Special Educational Needs, Safeguarding and Food Safety. First Aid
training {face to face) has been completed in line with govemmenl guidance. All required personnel hold an
enhanced DBS check.
We set high standards. and our trustees, staff and volunteers work very hard to maintain these. The quality of
our seTvice and safety and safeguanjing compliances were re-assessed in Autumn 2024 and we received a
new 2-year Quality Badge in September 24. The Learning Outside the Classroom Quality Badge is the only
nationally recognised indicator of good quality educational provision and effeclive risk management. The
Food Standards Agency inspected our food and hygiene practices on 1919124 and we re￿iVed top marks and
have been awarded a 5-star food hygiene rating again.
During this year we have conlinued to record data and monitor projects carefully, recording oulcomes, taking
photographs, completing queslionnaires. and recording quotes from participants. In July 2024 we started
working again wilh an evaluation consultant and receive training and 1to1 support. We have produced new
ase studies and project information leaflets along with physical displays of our activities to share with others.
This is an effective way of communicating what we do, who can participate and whal the impacl has been for
existing and polential partners. We share this with funders and distribute at the network and communrty
evenls we are involved in. We have sought new opportunities this year lo speak to local groups, both through
formal preserTrtations and informal stands in our community about our work and what we can offer and to find
out what people need and would like to do. We are a South Staffordshire Council nominated "Key Community
Group" supporting and disseminating information lo other voluntary sector groups within our locality.
Our 9-acres of natural environments provide the outdoor spaces for wildlife and people lo thrive, and this is
central to the success of all our projects. We are grateful to our regular volunteers and volunteer groups for
another year of hard work, looking after and developing these environments
boundless enthusiasm.
commitment and energy continue to drive a whole hosl of grounds work activities.. grass Cutting, clearing back
overgrown bramble, digging, stacking deadwood, building brash fences, and maintaining the new accessible
garden and growing areas. Ongoing maintenance has been completed to bee neslers and bal and bird boxes.
Our "Mindfulness Garden" has grown with the support of our volunteers throughout this period this aims lo
provide an accessible calm space that offers a sensory experience and a place for relteclion. Volunteers
support indoor and outdoor activities, painting and repairing the building, supporting wilh applications for
funding, publicity and marketing. We have flourishing gardens and raised beds and an orchard Ihal bring
flowers, fruit and vegetables to our community and provide a wealth of habitats and food for nature.
Volunteers are an integral part of our planning and delivery of community events and weekly Salurday
opening to the public. In addilion, our volunteers spend a lot of time talking to our visilors and beneficiaries
and help the Trust lo capture feedback in a variety of formals and to shape our seNi¢e. Many support our
project delivery directly also.
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Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
To support the delivery of our aims, we engage with local partners who have helped us in a variety of ways,
for example fundraising for us or providing small grants or donations eg Rotary and Round Table, U3A, local
church and choir groups and individuals within our local community. We have ongoing support from local
companieslbusinesses Ihal provide a range of free of charge services, resources. materials and volunteer
time e.g. Hearlwood Tree Care, Severn Trent. Collins Builders, Lloyds Bank, TELUS Communications, One
Savings Bank, Paycare. South Staffordshire Council. Hindley's Construction, Brindley Asphalt Ltd, Collins
Aerospace and Johnsons Farm,
In terms of reputation, the Kingswood Trust starts from a positive posilion. Feedback from schools,
beneficiaries and current customers and their evaluations and testimonials demonstrate we continue lo have
an ex￿lIent reputation amongst those who know and use the setvice. Our Servi￿ users have also
commented regarding the range of improvements and developments that have taken place so far in
2024-2025.
Funders an_d Fundraising
Over Ihe last 12 months, the Trust has continued to work hard to raise funds to support the delivery of
projecls, develop our site and grounds and update resources for the delivery of our charitable aims and for
those who need support most. We have continued to build our relationship with existing funders and forge
links with new ones. This has enabled us to continue with some existing projects and to provide new
opportunities for a broader range of beneficiaries based on the needs of our community. Thank you to the
following funders=
Bernard Sunley Charitable Foundation
Beatrice Laing Trust
Verina Black Charitable Trust
Ray Williams Charitable Trust
A L A Green Charitable Trust
Brian Shaw Memorial Trust
29th May 1961 Charity
Archer Trust
OVO Foundation
FDR Trust
Iron Bridge Trust
Wallace Bell Charitable Trust
Sackler Trust
Millichope Foundation
William Dean Trust
Pedmore Sporting Club Trust FL¢nd
Richardson Brothers Charitable Trust
Souter Charitable Trust
DMF Ellis Charilable Foundation
Lord Austin Trust
Evelyn May Trust
Emma Doris Bussey
Ashworth Charitable Trust
Baron Davenports Charity
Leigh Trust
CB and HH Taylor Charitable Trust
Goodman Foundalion
Culra Charilable Trust
Grimmitt Trust
WRA Charitable Trust
Grantham Yorke Trust
Schroder Charilable Trust
Oliver Ford Foundation
Kenneth and Barbara Boardman-weston Charttable
Trust
Noel Sweeney Charilable Trust
Aylesford Family Charitable Trust
William Howarth Charitable Trust
RS Brownless Charitable Trusl
Lillie Johnson Trust
Bilston Rotary Club
James Frederick and Ethel Anne Measures Charity
Tettenhall Rotary Club
Arnold Clark Chartable Foundation
Twinkle Trust
Hearth Foundation
Anthony and Elizabeth Mellows Charitable Trust
Garfield Weston Foundation
WED Trust
Four Winds Trust
Ratcliff Foundation
De Brye Charitable Tnjst
James Beattie Charitable Trust
HDH Wills ( Martin Wills}
Patrick Trust
William A Cadbury Trust
P B Dumbell Charitable Trust
Geoff Hill Charitable Trust
Seccombe Trust
Gowling WLG
Oldhurst Trust
Michael Marsh Charitable Trust
Joseph Hopkins and Henry James Sayer
Percy Lea Charitable Trust
Richard Cadbury Charitable Trust
Hedley Foundation
Goodenough Charitable Trust
Page 5

Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
Core_Activities and Project Delivery
The five activities be_l.ow are a summary. of our core business and output.s.
1. Resldential stays - children stay away from home for one or Iwo nights, often for the very first time. They
share a bedroom with their peers, enjoy family-style mealtimes, make their own beds. and take responsibility
for themselves. ThroLrghout their stay, the children engage in a variety of curriculum-based and team and
wellbeing activities around the environmental site. They go on walks to local villages. fanns and common land
and experience learn ing and life in a rural environment.
In 2024125 we dellvered 49 residentlal opportunlties, supporting 1920 children.
2. Day visits these involve carefully planned leaming opportunities in our world outside the classroom.
Themed and bespoke days encourage a focus on learning and personal development and include wellbeing
days, team da ys, story-themed days and enviror7mental, history and Forest School aclivilies.
- In 2024125 we dellvered 75 Day Visfts supportlng 2280 children
3. Forest School Programmes - Children from aged two, visit one day per week for six weeks or more for a
child-centred woodland programme, aimed at developing confidence, independence. and self-esteem.
Activities include woodland investigation, sensory activities and observing wildlife. They use tools and work
creatively with natural mat erials.
- In 2024125 we delivered 14x 54 week programmes supporting 168 children
4. Calendar of community events and activities 2024125 included Quiz nights, a Treasure Hunt, Family
Olympics, Big Garden Bird Watch, Bird Ringing and Fungi walks, Room on the Broom, Pumpkin Parade,
Easter Eggstravaganza. Santa Sleigh and Breaklast wilh Sanla, Holiday Clubs, a Music Festival and Family
CampirFg. We are open for 'Saturday Forest Fun. and 'Nature Connections, and each week we run slay and
play 'Owlets' and 'Winler Warmers, for older pe ople.
Our 2024125 Eventbrite numbers plus walk ins show that 4893 people attended our community
events and activitles
5. Volunteering4AII Our current regular volunteers attend up to 3 sessions per week. undertaking grounds
and site maintenance, environmental project development eg gardening and conservation, site maintenance
and animal care and support with our community events and weekly SatLtrday Foresl Fun. We also have
some volunteers who support our children and family projects and Nature Connections for older people. As
well as promoting and publicising our activities and helping with the delivery and evaluation of projects, we
also provide both g roup and corporale volunteering.
Group partners included.. Shropshire Wild Teams (Mental Health Adult Group), Afro Cartbbean Community
Initiative (Gentlemen with poor mental health), The Wolverhampton Reparation Service and Highfiyers (Adults
with Special Educational Needs and Disabilities).
In 2024125, Our volunteers completed more than 8041 hours of volunteering, worth a monetary
value of £112,574 (V14ph}
195 volunteers have been supported over the last 12 months. This includes 41 regular
volunteers and 21 other groups
- We supported 8 Collegelschool work experience students
- The Kingswood Trust was open for volunteering for 48 weeks
Page 6

Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
The following provlde an outllne of 5 key projects which we sought fundlng to deliver in 2024125
Free Residential Places - This new project aims al SL¢PPOrting the children from families who were excluded
from engaging in a school residential stay due to financial hardship. Children qualified if families were
receiving pupil premium and found themselves in disadvantaged circumstances and were referred by their
schools. The schools are situated in areas of social and economic deprivation in towns and cities Ihal have
been identified as amongst some of the poorest in and around Wolverhampton and the West Midlands. The
one-night residential stay, includes all food, bedding and accommodation and activities. Children have
accessed a range of opportunities outdoors in the natural environment and have been able lo develop their
confidence, social skills and independence away from school and home. This will be the first time sleeping
away from home for many and an opportunity for all to make lasting memories. This project has been
particularly welcomed. as many families report finding il hard to make ends meet. We received support from a
major funder OVO Founda tion who supported 280 children during this period with a free residential place.
In 2024125 835 children benefited from a free, one-night residential stay at the Ktngswood
Trust
Learn and Grow Project - This project began in January 2025. It helps address barriers to participation for
those with a disability and mental health challenge. providing a positive and healthy working environmenl
where all people are valued, focusing on their strengths and abilities. People aged 16+ working in a small
team of up to 12 are supported by an experIen￿d Volunteer Co-ordinalor. They undertake a range of
activities including gardening, planting and harvesting vegetables, maintaining the woodland, orchard, pond
areas and habitats for wildlife, carrying out wildlife surveys. maintaining outdoor furniture and resources and
managing the resident pets {which include ducks. chickens, rabbits. sheep, tortoises and gLtinea pigs). 'Learn
and Grow, is very much user-led, wtth beneficiaries encouraged to make decisions about whal needs to be
done and the activities they undertake. Beneficiaries gain important new work-relaled skills, enhanced
confidence and selfknesteem, experience ol contributing to a team and new leadership skills. The project
provides a valuable stepping stone moving forward, with some taking L¢P Other volunteering opportunities and
for olhers helping the m move closer to the wortd of work.
In 2024125 we have worked with 5 partner organisations
110 beneficiaries have taken part in the short volunteering programmes so far this year
Days in the Woods Project-The project specifically targels the most deprived and disadvantaged children
aged 3-11. including children wtth special educational needs and disabilities,. for example, those with autism,
sensory impairmerFts. medical conditions, and children with mental health challenges. They explore and work
creatively with a range of natural materials and make a base camp and shellers for their activities. They build
and cook on a campfire, learn about camp craft, climb trees, build dens and have fun. Transport and lunch
was included. Through these aclivilies we have been able to provide aclivities for many children who live in
areas of social and econo mic deprivation and who rarely travel away from their immediate home environment.
- In 2024125 we delivered 22 Days in the Woods. supporting 660 children.
Nature Conne¢tion$ Project-The project focuses on supporting older people {and their carerslfamily
members), many of whom have been diagnosed with dementia and other progressive neurological disorders,
conditions that profoundly change the practicalities of their everyday lives. We have also identified a need to
support other disadvantaged adult groups e.g. those with SEND'S, poor menlal heallh, brain injury and older
members from ethnic minority backgrounds who may not engage with other services {these groups are not
captured in any of our other projects and experience exclusion, loneliness and isolalionl.'Nature Connections,
activities include woodland walks, F)ond dipping, bird watching, sensory activities, meet the pets and
nature-based craft and creative activities. In addition, beneficiaries will visit our WW2 air raid shellers-used to
Stimulate memories and communication (refreshments included}. This project has been a lifeline for those
older people on their own b ut also for career who have little respite.
- We have been able lo work with 16 partner organisations.
In 2024125 we delivered 35 Nature Connections opportunities, supportlng 625 older or isolated
people.
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Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
Access2Nature Project-These are day visits for families in some of the most deprived parts of
Wolverhampton and the Wesl Midlands and South Stsffordshire, some with multiple disadvantages.
Beneficiary children might include those with SENDS, families facing trauma and those with poor mental
health. Many of whom have no gardens or green spa￿S to play in and enjoy. Family engagement activities
include woodland trails, animal encounters, practical nature crafts, games, campfires, and other nature-based
activities. The provision of transport and a hot meal has been very well received by families this year with
many struggling to provide for their children and themselves. Access was highlighted as a barrier for many
families with all saying that they would not be able to afford an entry fee to activities. Most parenls said that
they had no car, many with no garden and lacked the funds and confidence to attempt public transport. Many
parents said that they had really enjoyed being Outdoors with their children, away from the internet and
devices and the press ures of family life at home.
- In 2024125 we delivered 39 Access2Nature Days supporting 546 familles- 1560 beneficiaries
TOTAL B_eneficiaries during the financial pertod 2024-2025 is _12,411 peop_le
This year's financial posltlon
We have been pleased to report a small surplus this year. The team has worked hard to maintain a
highquality offer and support the people thal need it most with a backdrop of ever-increasing costs. Duririg
this reporting period, our energy costs have remained high. along with furthef increases in costs for fo(Id
supplies and laundry, transport bills and consumables. We have a plan to continue with improving the fabri
and add further sustainabilily features over the next 5 years that will reduce energy usage and immediate and
future costs. We revisit all our Servi￿ level agreements annually to see if we can reduce or mainlain our
operation costs and seek alternatives lo provide best value. We are continually reviewing our suppliers, costs
and request discounts or buy from those who offer charity rates. We run a 'Just Giving, page and encourage
eligible individuals to donate this way. We also encourage people to donate as they shop through the
'easyfundraising app, This year we have been able lo give all staff a small salary increase, the first in several
years. This has been particularly important for our team who have also been impacted as the cost-of-living
increases.
FINANCIAL REVIEW
We have been pleased to report a small surplus this year. The team has worked hard to maintain a
high-qualily offer and support the people that need it most with a backdrop of ever-increasing costs. During
this reporting perio(f. our
This has been the eleventh period of account representing the year to March 2025. The principal funding
SOL¢rce, aside from income generated from its charitable charges, aclivities and services, is grant income from
Trusts and Foundations.
The attached accounts for Kingswood Trust show a surplus of £10,733 (2024 deficit of £29,804).
The reserves policy is to ensure that sufficient rese￿eS are available to meet the working capital
requirements of the charity.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The Kingswood Trust is a charitable company limited by guarantee, incorporated on 19 July 2012 and
regislered as a charity on 7 November 2012. The company was established by a Memorandum of
Association which established the objects and powers of the charitable company. It is govemed under its
Articles of Association. As the charity is limited by guarantee there is no share capital.
Recruitment and appointment of new trustees
The Directors of the company are also Charity Trustees for the purposes of charity law. The method adopted
for appointment of trustees is election lo the post for a period of 2 years. Kingswood Trust Is governed by the
appointed Injstees. The Trustees Board Membership representatives are elected and appointed by the 4
membership groups.
Most of the trustees give their time voluntarily and receive no benefits from the charity. The only trustees
receiving any financial benefil are detailed in Note 5 to the accounts.
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Kingswood Trust (Registered number: 08150065)
Report of the Trustees
for the Year Ended 31 March 2025
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Company number
08150065 (England and Wales)
Registered Charity number
1149688
Registered office
Holyhead Road
Kingswood
Nr Albrighton
Wolverhampton
West Midlands
WV7 3AP
Trustees
D Harris
S Shanks
P Page
G Gentle
R Thompson
S La￿Y
R M Harley
CJShort
Independent Examiner
Geoffrey Hopwood BCOM FCA
Haines Watts Wolverhampton Limited
Keepers Lane
The Wergs
Wolverhampton
West Midlands
WV6 8UA
14-10-25
Approved by order ofthe board oftrustees on............................................. and signed on tts behalfby..
D Harris -
us
ee
Page 9

Independent Examiner's Report to the Trustees of
Kingswood Trust
Independent examiner's report to the trustees of Kingswood Trust ('the Company.)
I report to the charity trustees on my oxamination of the accounts of the Company for the year ended
31 March 2025.
Responsibllities and basls of report
As the charty's trustees of the Company land also its directors for the purposes of company law) you are
responsible for the preparation of Ihe accounts in accordance with the requirements of Ihe Companies Acl
2(1061'the 2006 Act,).
Having satisfied myseff that the accounts of the Company are not required lo be audited under Part 16 of the
2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's
accounts as carried out under Section 145 of the Charities Act 2011 ('Ihe 2011 ACVI. In carrying out my
examination I have followed the Directions given by the Charity Commission under Section 145(5) Ib) of the
2011 Act.
Independent examiner's statement
sin￿ your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I
can confirm that l am qualified to undertake the examination because l am a member of the Institute of
Chartered Accountants in England and Wales. which is one of the listed bodies.
I have completed my examination. I confirm that no matters have come to my attention in connection with the
examination giving me cause to believe-.
accounting records were rFot kept in respect of the Company as required by Section 386 of the 2006
Act., or
the accounts do not accord with those records.. or
the accounls do not comply wilh the accounting requirements of Seclion 396 of the 2006 Act other
than any requirement Ihal the accounts give a tnje and fair view which is not a matter considered as
part of an independent examination., or
the accounts have not been prepared in accordance with the methods and principles of the Statement
of Recommended Practice for accounting and reporting by charities (applicable to charities preparing
their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic
of Ireland {FRS 102)).
I have no concerns and have come across no other matters in connection with the examination to which
attention should be drawn in this report in order to enable a proper understanding of the accounts to be
reached.
Geoffrey Hopwood BCOM FCA
The Institute of Chartered Accountants in England and Wales
Haines Watts Wolverhampton Limited
Keepers Lane
The Wergs
Wolverhampton
West Midlands
WV6 8UA
Date..
Page 10

Kingswood Trust
Statement of Flnancial Activltles
for the Year Ended 31 March 2025
2025
Total
funds
Unrestricted Restriclod
funds
fund
2024
Total
funds
Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
39,789
39,789
32.004
Charltable activlties
Grants
50,279
190,891
241,170
157,325
Other trading activities
Investment income
182,181
937
182,181
937
198,140
598
Total
273,186
190 891
464,077
388,067
EXPENDITURE ON
Operating costs
239,511
191,162
430,673
388,084
Other
3.160
3,160
3.059
Total
242,671
191,162
433.833
391,143
NET INCOMEI{EXPENDITURE> BEFORE
DEPRECIATION
30.515
{271)
30,244
{3,076}
Depreciation expense
NET INCOMEI{EXPENDITURE}
23,360
(12.627)
10,733
(29,8041
RECONCILIATION OF FUNDS
Total funds brought forward
(223)
76,086
75,863
105,667
TOTAL FUNDS CARRIED FORWARD
23.137
63,459
86,596
75,863
The notes form part of these financial slalemenls
Page 11

Kingswood Trust (Registered number: 08150065)
Balance Sheet
31 March 2025
2025
Total
funds
2024
Total
funds
Unrestricted
funds
Restricted
fund
Notes
FIXED ASSETS
Tangible assets
44,054
101,343
145,397
79,680
CURRENT ASSETS
Deblors
Cash at bank and in hand
5,934
29,432
13,823
65,825
19,757
95,257
22,495
73,855
35,366
79,648
115,014
96,350
CREDITORS
Amounts falling due within one year
10
(56,283)
(117,532)
(173,815}
{100,167)
NET CURRENT ASSETS
{20,917)
(37,884}
(58,8011
(3.8171
TOTAL ASSETS LESS CURRENT
LIABILITIES
23,137
63,459
86,596
75.863
NET ASSETS
23,137
63,459
86,596
75.863
FUNDS
Unrestricted funds
Restricted funds
23,137
63.459
1223)
76,086
TOTAL FUNDS
86,596
75,863
The charitable company is entitled to exemption from audit under Section 477 of the Companies Acl 2006 for
the year ended 31 March 2025.
The members have not required the company lo obtain an audit of its financial statements for the year ended
31 March 2025 in accordance with Section 476 of the Companies Act 2006.
The trustees acknowledge their responsibililies for
(a)
ensuring that the charitable company keeps ac¢ounting records that comply with Sections 386 and 387
of the Companies Act 2006 and
preparing financial slalements which give a true and fair view of the state of affairs of the charitable
company as at the end of each financial year and of ils surplus or deficit for each financial year in
accordan￿ with the requiremenls of Sections 394 and 395 and which othetwise comply with Ihe
requirements of the Companies Act 2006 relating lo financial statements, so far as applicable to the
charitable company.
Ib)
The notes form part of these financial ststements
Page 12

Kingswood Trust (Registered number". 08150065)
Balance Sheet- contlnued
31 March 2025
These financial statements have been prepared in accordance with Ihe provisions applicable to charitable
companies subject to the small companies regime.
The financial slalements were approved by the Board of Trustees and authonsed for issue on
.l*./i u./.. 15..........
and were signed on its behalf by..
Harris - Trust
The notes form part of these financial slalemenls
Page 13

Kingswood Trust
Notes to Ihe Financial Statements
for the Yèar Ended 31 March 2025
ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charitable company, which is a public benefit entity under FRS 102.
have been prepared in accordance with the Charilies SORP (FRS 102) 'A¢counting and Reporting by
Charities.. Statement of Recommended Practice applicable to Gharities preparing their accounts in
accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland {FRS
102) (effective 1 January 20191,, Financial Reporting Standard 102 'The Financial Reporting Standard
applicable in the UK and Republic of Ireland, and the Companies Act 2006. The financial statements
have been prepared under the historical cost convention.
The financial statements have been prepared on a going concem basis. The Trustees have reviewed
and considered relevant information, including the annual budget and future cash flows in making their
assessment. Based on these assessments, given the measures that could be undertaken to mitigate
the current adverse conditions, and the current resources available, the Trustees have concluded thal
they can continue to adopt the going concern basis in preparing the annual report and accounts.
Incoming resources
All incoming resources are included within the Statement of Financial Activities when the charity is
entided to, and virtually certain lo receive, the income and the amount can be quantified with
reasonable accuracy. The following policies are applied to particular categories of inGome.'
Voluntary income is received by way of grants, donations and gifts and is included in full in the
Statement of Financial Activities when receivable. Grants, where entillemenl is not conditional on the
delivery of a specific performance by the charily, are recognised when the charity becomes
unconditionally entilled to the grant.
Donated services and facilities are included at the valL¢e lo the charity where this can be quantified.
The value of services provided by volunteers has not been included within Ihese accounts.
Incoming resources from charitable trading activities are accounted for when eamed.
Incoming resources from grants, where related to performance and specific deliverable, are accounted
for as the charity earns the right to consideration by its performance.
Govemment grants Ihat becomes receivable as compensation for expenses or losses already
incurred, or for the purpose of giving immediate financial support to the entity with no future related
cosls, shall be recognised in income in the period in whiGh it becomes receivable.
Resources expended
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation
committing the charity to that expenditure, it is probable that a transfer of economic benefits will be
required in settlement and the amount of the obligation Can be measured reliably. Expenditure is
accounted for on an accruals basis and has been classified under headings that aggregate all cost
related to the category. Where costs cannot be directly attributed lo particular headings they have been
allocated to activities on a basis Consistent with the use of resources.
Tangible fixed assets
Fixed assets are slated at cost less accumulated depreciation. Depreciation is provided at rates
calculated to write off the cost of each asset over its expected useful life, which in the case of fixtures,
rittings and equipment is estimated at 10 year, giving an annual depreciation charge at 100
line.
/0 straight
Taxation
As a registered charity Kingswood Trust is exempt from laxartion on income and gains to the extent
that these are applied to its charitable objects. No taxalion charges have arisen in respect of the
charity during the period.charily
Page 14

Kingswood Trust
Notes to the Financial Statements - continued
for thè Year Ended 31 March 2025
ACCOUNTING POLICIES- continued
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives al the discretion of the
trustees.
Restricted funds Can only be used for particular restricted PL¢rposes within the objects of the charity.
Restrictions arise when specified by the donor or when funds are raised for particular restricted
purposes.
Further explanalion of the nature and purpose of each fund is included in the notes to the financial
statements.
OTHER TRADING ACTIVITIES
2025
2024
Charged activity services
182.181
198,140
182.181
198,140
INVESTMENT INCOME
2025
2024
Interest receivable - trading
937
598
NET INCOMEI{EXPENDITURE)
Net resources are stated after charging..
2025
2024
Depreciation
Independent Examiner's fee
11,888
2,100
26,728
2.040
TRUSTEES, REMUNERATION AND BENEFITS
One Trustees received £4,047 12024 - £3,549) remuneration during the period for the provision of
professional services.
There was no balance outstanding at 31 March 2025 (or 31 March 2024).
Trustees, expenses
There were no trustees, expenses paid for the year ended 31 March 2025 nor for the year ended
31 March 2024.
Page 15

Kingswood Trust
Notes to the Financial Statements - continued
for the Year Ended 31 March 2025
STAFF COSTS
The average monthly number of employees during the year was as follows..
Teaching staff
Administration and support
2025
2024
The number of employees whose employee benefits {excluding employer pension costs} exceeded
£60,000 was..
£60,001- £70,000
2025
2024
One employee received emoluments of more Ihan £60,000 during the year lo 31 March 2025.
The charity operates a defined conlribution pension scheme for all staff. The Charity's contribution is
between 28.6/0 and 18.9/0 of salary with slaff also making contributions to the scheme. 8 staff
employees are members ofthe pension scheme (2024.. 7).
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
nds
Restricted
fund
Total
funds
INCOME AND ENDOWMENTS FROM
Donations and legacies
32.004
32,004
Charitable activities
Grants
4,250
153,075
157.325
Olher trading activities
Inveslment income
198,140
598
198,140
598
Total
234,992
153,075
388,067
EXPENDITURE ON
Operating costs
265.408
149,404
414,812
Other
3,059
3,059
Total
268,467
149,404
417,871
NET INCOMEIIEXPENDITURE)
Transfers between funds
(33,475}
31.227
3,671
(31,227}
{29,804)
Net movement in funds
{2,2481
{27,556)
(29,804)
RECONCILIATION OF FUNDS
Total funds brought forward
2,025
103,642
105,667
Page 16

Kingswood Trust
Notes to the Financial Statements - continued
for the Year Ended 31 March 2025
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES . continued
Unrestricted
Restricted
funds
fund
Total
funds
TOTAL FUNDS CARRIED FORWARD
{223)
76.086
75,863
TANGIBLE FIXED ASSETS
Fixtures
and
fittings
COST
At 1 April 2024
Additions
279,993
85,228
At 31 March 2025
365.221
DEPRECIATION
At 1 April 2024
Charge for year
200,313
19,511
At 31 March 2025
219,824
NET BOOK VALUE
Al 31 March 2025
145,397
At 31 March 2024
79,680
The Land & Buildings are owned by Wolverhampion City Council and are leased to Kingswood Trust
for a period of 125 years from April 2014 at an annual rent charge of £1.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
2024
Trade debtors
Other debtors
Prepayments and accrued income
Accrued income
4,611
7,423
1,323
6,400
5,343
12,084
2,068
3,000
19,757
22,495
Page 17

Kingswood Trust
Notes to the Financial Statements - continued
for the Year Ended 31 Mareh 2025
10.
CREDITORS.. AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
2024
Other creditors
Deferred in¢ome
49,700
124,115
58,264
41,903
173,815
100,167
11.
MOVEMENT IN FUNDS
Net
movement
in funds
At
31.3.25
Al 1.4.24
Unrestricted funds
General fun
Designated fund
1223)
(5,940)
29,300
{6,163)
29,300
Restricted funds
Restricted fund
(223)
23,360
23,137
76,086
{12,627)
63,459
TOTAL FUNDS
75,863
10,733
86,596
Net movement in funds, included in the above are as follows=
Incoming
resources
ResoL¢rces
expended
Movement
in funds
Unrestrtcted funds
General fund
Designated fund
233,230
39.956
(239,170)
(10,656)
15.940)
29,300
Restricted funds
Restricted fund
273,186
{249.8261
23,360
190,891
{203,518)
(12,627)
TOTAL FUNDS
464,077
(453.344)
10,733
Page 18

Kingswood Trust
Notes to the Financial Statements - continued
for the Year Ended 31 March 2025
11.
MOVEMENT IN FUNDS - continued
Comparatives for movement In funds
Nel
movement
in funds
Transfers
between
fvnds
Al 1.4.23
At
31.3.24
Unrestrl¢ted funds
General fund
Designated fund
(21,590}
23,615
116,7611
{16,714)
38,128
(6.901)
{223)
Restricted funds
Restricted fund
2,025
{33.475)
31,227
12231
103,642
3,671
{31,227)
76,086
TOTAL FUNDS
105.667
{29.804)
75,863
Comparative nel movement in funds, included in the above are as follows-
Incoming
resources
Resources
expended
Movement
in funds
Unrestricted funds
General fund
Designated fund
234,992
(251.753)
(16,7141
{16.761)
{16,714)
Restricted funds
Restricted fund
234,992
{268,467)
(33,475)
153,075
{149.404)
3.671
TOTAL FUNDS
388.067
1417,871)
{29,804)
A current year 12 months and prior year 12 months combined position is as follows..
Net
movement
in funds
Transfers
between
funds
At 1.4.23
At
31.3.25
Unrestricted funds
General fund
Designaled fund
(21,590)
23,615
{22,701)
12,586
38.128
(6,901)
{6,163)
29,300
Restricted funds
Restricted fund
2,025
(10,115)
31,227
23,137
103,642
(8,956)
(31,227)
63.459
TOTAL FUNDS
105,667
{19,071)
86,596
Page 19

Kingswood Trust
Notes to the Financial Statements - continued
for the Year Ended 31 March 2025
11.
MOVEMENT IN FUNDS - continued
A current year 12 months and prior year 12 months combined nel movement in funds, included in the
above are as follows..
Incoming
resources
Resources
expended
Movement
in funds
Unrestricted funds
General fund
Designated fund
468,222
39,956
{490,923)
127,370)
(22,701 }
12,586
Restricted funds
Restricted fund
508,178
1518.293}
(10,115)
343,966
1352,9221
{8,956)
TOTAL FUNDS
852.144
1871.215)
119,071)
General funds are unrestrtcted and available for use at the discretion of the trustees in furtherance of
the general objectives of the charily.
Designated funds are unreslricted funds normally earmarked for 8 particular purpose. This fund
represents the Fixtures, filtings and equipment donated to the charity and is reduced annually by the
depreciation charge for the period by a transfer lo the General funds.
The trustees have reviewed the treatment of the varioLts income streams of the charity. Free resident
places which had previously been trealed as restricted income are now Irealed as designated income.
These were redesignated from 1 April 2024.
Included in restricted deferred income in 2024 were grants totalling £32,178. During 2025 these have
been reclassed as designated income.
Reslricled funds relate lo the purchase of the refreshments cabin and various grants received this year
for other fixed asset additions.
12. RELATED PARTY DISCLOSURES
A relative of a member of Ihe senior management team provided services to the charity at a cost of
£6.600 (2024 £5,746) for the year. This expenditure was for the benefit of the charity and was
authorised by the Trustees.
Page 20