**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** March **2012** **TAR** 1 ## **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: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - 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. March **2012** **TAR** 2 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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 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. March **2012** **TAR** 4 ## **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: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - 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 March **2012** **TAR** 5 **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 2