To
Trustees' Annual Report for the period
Period start date Period end date 01 10 2024 30 09 2025
From
Section A Reference and administration details
Charity name Palmer Sustainable Other names charity is known by West Lakes Sustainable Registered charity number (if any) 1163770 Charity's principal address FIFTEEN Rosehill
Montgomery Way Carlisle Postcode CA1 2RW
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Alison Trafford | ||||
| Steven Palmer | ||||
| Helen MarySharpe | ||||
| Joshua Palmer | ||||
| Joseph Palmer | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Section B Structure, governance and management
Description of the charity’s trusts
Constitution
Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted
(eg. trust, association, company)
Recruited and appointed by existing trustees, as and when the need Trustee selection methods arises.
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To advance the education of the public in the conservation, protection and improvement of the physical and natural environment by educating young people and the general public about environmental projects and renewable energy.
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School groups and other organised group visits to Tarn Bank are free of charge, with children and adults learning about renewable energy, farming and the environment.
The advancement of education of the public is highlighted as the groups can see live demonstrations of how renewable projects, farming and the environment interact rather than just learning it in a classroom setting.
Donations of money to local good causes.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main Donated a total of £9,952 during the year to local charity events and good achievements of the charity causes, including help for families in need at Christmas and sponsorship during the year of individuals raising funds for local causes.
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Section E Financial review
The charity aims to maintain reserves equal to three months’ regular Brief statement of the expenditure.
charity’s policy on reserves
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Steven Palmer Position (eg Secretary, Chair, Chair etc) Date 16/02/2026
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Palmer Sutainable CIO 1163770 Receipts and payments accounts
CC16a
For the period 01-Oct-24 30-Sep-25 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 14,897 - - - - - - - 14,897 - - - 14,897 9,952 - - - - - - - - 9,952 - - - 9,952 4,945 - 19,163 24,108 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 14,897 - - - - - - - 14,897 - - - 14,897 9,952 - - - - - - - - 9,952 - - - 9,952 4,945 |
Total funds to the nearest £ 14,897 - - - - - - - 14,897 - - - 14,897 9,952 - - - - - - - - 9,952 - - - 9,952 4,945 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Charitable receipts | 14,897 | 14,282 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) | 14,897 | 14,282 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 14,282 | ||||||
| Charitable Donations | 9,952 | 7,589 | ||||
| Accountancy | - | 300 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 9,952 | 7,889 | ||||
| A4 Asset and investment purchases,(see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 7,889 | ||||||
| 4,945 | - | - | 4,945 | 6,393 | ||
| - | - | - | - | - | ||
| 19,163 | - | - | 19,163 | 12,770 | ||
| 24,108 | - | - | 24,108 | 19,163 |
CCXX R1 accounts (SS)
24/02/2026
1
| Section B Statement of assets and liabilities at the | Section B Statement of assets and liabilities at the | end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities |
(agree balances with receipts and payments account(s)) Details Bank account Total cash funds Details Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 24,108 - - - - - 24,108 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Steven Palmer |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval | |||
| Steven Palmer | 16/02/2026 | ||
CCXX R2 accounts (SS)
24/02/2026
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