inden Lodge
Charitable Trust
A Specsalisi Sell5Dry & PhysitaS College
The Linden Lodge Charitsble Trust
(A Charitable Incorporated Organisation)
Annual Report and Financial Statements
For the year ended 31 December 2023
Charity Number 1168169

The Linden Lodge Charitable Trust
IA Charitable Incorporated Organisation)
Contents of the Financial Statements
For the year ended 31 December 2023
Report of the Trustees
1to5
Independent Examinevs Report
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
9-16

The Linden Lodge Charitable Trust
(A Charitable Incorporated Organisation)
Report of the Trustees
For the year ended 31 December 2023
The Trustees of The Linden Lodge Charitable Trust present their annual report, together
with the independently examined financial statements of the charrty for the year ended 31
De￿mber 2023. The financial statements have been prepared in accordance with the
accounting policies set out in note 1 to the accounts and comply with the charity's
governing document, the Chanties Act 2011 and Accounting and Reporting by Charities..
Statement of Recommended Practice applicable to chanties preparing their accounts in
accordance with the Financial Reporting Standard applicable in the UK and Republic of
Ireland (FRS 102} (effective 1 January 2019).
REFERENCE AND ADMINISTRATIVE DETAILS
Registered charity number
1168169
Principal Address
61 Princes Way,
Wimbledon Park,
London SW19 6JB.
Trustees
The Trustees serving during the year and to the date of this report were as follows..
Michael Elks- Chaimian
Monique Blase
Tim Bowen
Claudia Brooks - Treasurer (Trustee from 7 February 2023)
Maddie Cannon (from 23 May 2023 and resigned 1 October 2024)
Dr Christopher Elliott {from 24 January 2024)
Pamela Green {until July 2024)
Amelia Kidd (until July 2023)
Anita Lewisohn (until July 2023 and re-appointed 16 July 2024)
Marina Penna (until January 2023)
Peter Shaw
Sarah Wilson Treasurer (until 7 February 2023 and resigned as a trustee 16 May 20241
Sally Winfield (from 4 July 2023)
Charity Secretary
Peter Shaw
Independent Examiner
Andrea L Kibble FCCA
For and on behalf of A K Accounting Solutions Limtled
Chartered Certified Accountants
Ferneberga House
Alexandra Road
Farnborough GU14 6DQ

The Linden Lodge Charitsble Trust
{A Charitable Incorporated Organisation)
Report of the Trustees (continued)
For the year ended 31 December 2023
STRUCTURE. GOVERNANCE AND MANAGEMENT
Governing Document
The Linden Lodge Charitable Trust {the Trust) is a charitable incorporated organisation (Clo}
constituted on 11 July 2016 and registered with the charity commission on that date.
Recruilment and appointment of new Trustees
Trustees are recruited from existing volunteers or from those who have expressed an interest
in becoming a Trustee. Every Trustee is appointed by the Board of Trustees in accordance
with the constrtution.
Induction and training of new Trustees
The current Trustees are all familiar wth, and Glosely involved in the work ofthe charity. They
were all provided with copies of the Charity Commission's booklet °The Essential Trustee" a
copy of the constitution and a copy of the charity's latest report and accounts.
Organisational Structure
All Trustees give their time voluntarily and re￿1ve no remuneration or other benefits. The Trust
has no employees.
There is a child protection policy in place. Disdosure and Barring Seriice checks are carried
out on all Trustees every years in line with statutory requirements.
OBJECTIVES AND ACTIVITIES
Charitable objectives
The charity's objectives as set out in its governing document are.to assist children and young
people who have sensory impaimient andlor are otherwise disabled, and their immediate
families.
Public benefit
The Trust is mindful of the Charity Commission's guidance on public benefit.
How our actlvltles dellver publlc benefit
Grants are given for the benefit of past and present pupils of the School who are drawn from
a large number of London boroughs and other boroughs in the South East regardless of
personal background, faith, or gender. who require the very specialist educational support
given to Pupils who attend the School.
Grant making policy
The Trustees apply the funds of The Linden Lodge Charitable Trust at their discretion and in
accordance with the charitable purposes and objectives of the charity. Grants are therefore
only granted to assist in the education of individual students of Linden Lodge School. Grants
are also used to provide extras to enhan￿ their education at the school. Grants are only made
for items that would not otherwise be part of the statutory provision. Grants are considered by
all the Trustees at their regular meetings. tkcisions regarding regular grants {e.g. music
lessons) are reviewed annually by the Trustees while others are considered in detail when
requested.

The Linden Lodge Charitable Trust
IA Charitable Incorporated Organisation)
Report of the Trustees (continued)
For the year ended 31 December 2023
Contribution made by volunteers
The Trustees are grateful to the volunteers who assist in raising funds for the Trust at many
fundraising events. These efforts enable the Trust to meet tts ol'eds.
ACHIEVEMENT AND PERFORMANCE
Charitable Activities
During 2023, the activities of Ihe Trust continued to retum to pre-pandemic levels. The Trust
completed the funding for a new sensory playground for the school which was opened during
the year. £25,000 (2022 £90,000) of grants were raised for this project. Furthemiore, the
library project was completed during 2023 with a final funding requirement of £25,843. Up to
date IT is a special challenge when it comes to sensory impaimient. The Trusl also contributed
£73,138 towards the acquisilion of two Innowalk dynamic deVI￿S for use at the school. The
Trustees have agreed to make the SPACE perfomance area the future focus of major
donations.
During the year, the Twst paid for pupils, music lessons as well as mU￿1-pupil sessions of
horse riding lessons.
FINANCIAL REVIEW
The Tfust has funds of £162,171 at the end of the year of vthich £19,851 are restricted funds.
The unrestricted funds include funds eamiarked for approved projects not yet started and the
proceeds of a major donation. The Trustees decided that these funds should be designated
within unrestricted funds lo make the accounts more transparent. These funds were raised or
donated for general purposes allowng the trustees to prioritise their usage. £5,843 was
transferred from free reserves to the designated Library fund to cover the shortfall in the
designated fLtnd. In addition, £9.710 was transferred from free reserves to the restricted
PlaygroLJnd fund to cover the shortfall in the restricted fund.
Risk management
The Trustees are mindful ofthe Risk Management guidance given by the Chanty Commission
and have completed an in depth review of nsk in 2023. Sn general commitmen15 are not made
until sufficient monies have been raised. Each Trustees, meeting receives a report from the
Treasurer and the Head Teacher of Linden Lodge School is present at Trustees meetings.
The Trust periodically liaises with the Govemors of School, the Executors of the multi-
academy Trust and the Parent Teacher group.

The Llnden Lodgè Charitable Trust
{A Charitable Incorporated Organisation)
Report of the Trustees (continued)
Year ended 31 December 2023
R8serves policy
The Trust makes ongoing commttments from year to year and thus maintains a minimum
balance of Cash at Bank of approximately £20,OC(J to ensure that Ihese can continue as well
as any other unforeseen expenditure. This amount will cover music lessons and a number of
annual outings for pupils of the school. Otherwise, monies raised are usually targeted towards
specified projects and are expended as soon as sufficient money is raised.
Going concern
This Charitable Incorporated Organisation is a going cOn￿M and the aims and objectives and
activilies will continue. The Trust will continue to be mindful of and follow the Government
Guidelines.
Principal sources of funds
Funding for the charity is secured through individual donors. trusts and fund-raising events.
In 2023, the Trustees are particulady grateful to the following donors.. _
Donations
AS & Mrs EM Lloyd Charitable Trust
C and SJ Smith Chanlable Fund
Mr & Mrs Gilmour
Anonymous donors
Grants
Sir Jules Thorn Charitable Trust
and the many friends, donors and volunteers who generously supported our many activities.
Future Plans
Important areas for development in 2024 are the refurbishment of the perfomiance space and
future technology projects. With the retum to"normality" after the pandemic the Charity will be
developing new fundraising activities_

The Linden Lodge Charitsble Trust
IA Charitsble Incorporated Organisation)
Report of the Trustees (continued)
Year ended 31 December 2023
Statement of Trustees Responsibilities
The Trustees are responsible for preparing the Report of the Trustees and the financial
statements in accordan￿ with applicable law and United Kingdom Accounting Standards
(United Kingdom Generally Accepted Accounting Practi￿) and applicable laws and
regulations.
The law applicable to charities requires the Trustees to prepare financial statements for each
financial year, which give a true and fair view of Ihe slate of affairs of the charity and of the
incoming reSoU￿S and application of resources of the charity for that period. In preparing
those financial statements. the Trustees are required to..
select surtable accounting policies and then apply them consistently,
observe the methods and pnnciples in the Charity SORP 2019 FRS102',
make judgements and estimates that are reasonable and prudent.,
state whether applicable UK Accounting Standards have been followed, subject to any
material departures disclosed and explained in the financial statements, and;
Prepare the financial statements on the going con￿rn basis unless it is inappropriate
to presume that the chanty will continue in business.
The Trustees are responsible for keeping proper accounting records, which disclose with
reasonable accuracy at any time the financial postiion of the charrty and to enable them lo
ensure that the financial statements comply with the Chartties Ad 2011, the applicable
Charities (Accounts and Reports) Regulations and the provisions of the constitLrtion. The
Trustees are also responsible for safeguarding the assets of the charity and hence for taking
reasonable steps for the prevention and detection of fraud and other irregularities.
Slgned on behalf of the Trustees of Linden Lodge Charitable Trust
M Elks - Chaimian and Trusts&
C Br¢)oks - Treasurer and Trustee
1 October 2024
1 October 2024

Independent Examinerfs Report
To the Trustees of The Linden Lodge Charitable Trust
(A Charitsble Incorporated Organisationl
For the year ended 31 December 2023
I report lo the Trustees on my examination of the accounts of the Linden Lodge Charitable
Trust for the year ended 31 Decembef 2023, whith are set out on pages 7 to 16.
Responsiblllties and basis of report
As the Trustees of the Charity you are responsible for the preparation of the a¢Gounts in
accordance with the requirements of the Chanties Act 2011{Ihe Act'}.
I report in respect of my examination of the Charity's accounts carried out under section 145
of the 2011 Act and in carrying out my examination I have followed all the applicable Directions
given by the Charity Commission under sedion 145(5)(b) of the 2011 Act.
Indepondent examinerfs report
I have completed my examination. I confimi that no material matters have come lo my
attention in connection with the examination giving me cause to believe that in any material
respect..
11)
accounting records were not kept in respect of the Charity as required by
section 130 of the Act- or
the accounts do not accord wrth those records.. or
the accounts do not comply wrth the applicable requirements concerning the
form and content of accounts set out in the Chanties (Accounts and Reports)
Regulations 2008 otherthan any requirement thatthe accounts give a'true and
fair view. which is not a matter considered as part of an independent
examination.
(2)
(31
I have no Goncems and have come a¢XOSS no other matters in connection with the examination
to which attention should drawn in this report in order to enable a proper understanding of
the accounts to be reached.
Andrea L Kibble FCCA
A K Accounting SolLrtions Limtted
Chartered Certified Accountants
Ferneberga House
Alexandra Road
Farnborough
GU14 6DQ
1 Octobèr 2024

The Linden Lodge Charitable Trnst
(A Charitable Incorporated Organisation)
Statement of Financial Activities
For the year ended 31 December 2023
2023
Unrestricted
2023
R•strlcted
2023
Totsl
2022
Total
Notes
Funds
Funds
Income..
Donations, legaaes and grants
Other Trading Activits"es
Investments
14.830
17.123
32,641
47.471
153.184
17,123
7,495
523
Total
35
17
68,058
161,202
ExpenditUf• on:
Raising Funds
Charitable Activthes
1.285
42
1,327
168,076
1,379
1,858
156,270
1,585
159 713
126.954
41.122
Support Costs
Total
1,379
129.618
41.164
170.782
Nèt income lexpenditurn)
Other recognised g•in$ Ilassesl
Net movement in Fund¥
194.201)
18.5231
1102.7241
1,489
13
194.201)
18,S231
1102.7241
1,489
Reconciliation of Funds..
Total Funds brought forw•fd
Transf*r between funds
246,231
9,710
18.664
9,710
264.895
263.408
Totsl funth carri•d forward
142 320
162 171
The notes on pages 9 to 16 fomi part of these financial statements

The Linden Lodge Charitable Trust
{A Charitable In¢orporated Organisation}
Balance Sheet
For the year ended 31 December 2023
2023
un￿strICted
Funds
2023
Restricted
Funds
2023
Total
2022
Totsl
Notes
Assets
Cash at Bank
Debtors
10
11
143,656
144
143,800
1.480
19,851
163,507
264,760
905
265,665
770
19.851
163.651
1.480
Creditors
12
Totsl Net Assets
142,320
19,851
162.171
264,895
Financed by:
Funds
Restricted Funds
Isobel Centre
Bradshaw Music
Fund
Past Pupils
Playground
Book Fund
Other
13
2,051
5.364
6.118
6,013
6,118
6,894
5,599
70
288
Total Restricted Funds
19,851
18,664
Unrestricted
Funds
Free Reserves
Designated Funds
Total Unrestricted Funds
Total Charity
Funds
13
79,950
62,370
142,320
90,723
155,508
246.231
162.171
264 895
Approved by the
Claudia Brooks,
Treasurer and Trus
oard of Trustees
ee
l October 2024
Michael Elks,
Chairman and Trustee
,olf
1 October 2024

The Linden Lodge Charitable Trust
(A Charitable Incorporated Oryanisation
Notes to the Financial Statements
For the year ended 31 December 2023
1. Accounting Policies
The principal accounting policies adopted. judgements and key sources of estimation
uncertainty in the preparation of the financial statements are as follows..
Basis of preparation
The financial statements have been prepared on an accrual basis in accordance with
Accounting and Reporting by Charities". Statefflent of Recommended Practice applicable to
harities preparing their accounts in accordan￿ with the Financial Reporting Standard
applicable in the UK and Republic of Ireland IFRS 102) (effective 1 January 2019) - (Charities
SORP (FRS 1021), the Financial Reporting Standard applicable in the UK and Republic of
Ireland (FRS 102) and the Charities Act 2011 and applicable regulations.
Linden Lodge Charitable Trust meets the definitson of a public benefrt entty under FRS 102.
The financial statements are prepared in sterting which is ￿ fundional currency of the charity
and rounded to the nearest pound.
Judgement and key sources of estimation uncertainty
In the application of the Charity's accounting policies, the Charity is required to make
judgments, estimates and assumptions about the carrying amount of assets and liabilities that
are not readily apparent from other sources. The estimates and associated assumptions are
based on historical experience and other factors thal are considered lo be relevant. Actual
results may drffer from these eslimates.
The estimates and underlying assumptions are reviewed on an on-going basis. Revisions to
accounting estimates are recognised in the penod in which the estimate is revised where the
revision affects only that period, or in the period of the ￿vIsion and future periods where the
revision affects both current and future periods.
Preparation of the accounts on a going concem basis
Tne unaen Lo(Jge cnaiiiable Tlusi is a going concerri.
Income recognition
All incoming reSoUr￿S are induded on the Statement of Financial Activities (SOFA) when the
charity is legally entitled to the income and the amount Gan be quantified with reasonable
accuracy. Grants and donations are only included in the SOFA when the general income
recognition criteria are ff￿t. Interest includes all amounts received to 31 Decembef 2023.
There has been no offsetting of assets and liabilities, or income and expenses, unless required
or pemitted by the FRS 102 SORP or FRS 102.
Friends, subscriptions are recognised as income eamed from the provision of goods and
services as income from charitable activrties.

The Linden Lodge Charitable Trust
IA Charitable Incorporated Organisation)
Notes to the Financial Ststements (continued)
For the year 31 December 2023
1. Accounting Policies (continued)
Donated services and faGilities
Donated ServI￿S and facilities are included in the SOFA when re￿iVed at the value of the gfft
to the charity provided the value of the gift can be measured reliably
Volunteer help
The value of any voluntary help received is not induded in the accounts but is described in
the Trustees, annual report.
Cash at bank and in hand
Cash at bank and in hand represents bank accounts vthere funds are available on demand.
Debtors
Debtors are recognised at their settlement amount, less any provision for non-recoverabilily.
Prepayments are valued at the amount prepaid. They have been discounted to the present
value of the fLrture cash receipt where such discounting is material.
Creditors and Provisions
Creditors and provisions are recognised where Ihe charity has a present obligation resutting
from a past event that will probably result in the transfer of funds to a third party and the
amount due to settle the obligation can be measured or estimated reliably. Credrtors and
provisions are normally recognised at their settlement amount after allowing for any trade
discounts due.
Tangible Fixed Assets
The charity does not hold any tangible fixed assets.
Expenditure recognition
Expenditure is recognised once there is a legal or constructive obligation to make a payment
to a third party, it is probable that settlemenl will be required and the amount of the obligation
can be measured reliably. Expenditure is classrfth under the following adivity headings:
Raising fijnds comprise the costs of fundraising events.
Expenditure on charitable activrties includes the costs of activities undertaken to further
the purposes of the charity and their associated support costs.
Other expenditure represents those items not falling into any other heading.
io

The Linden Lodge Charitable Trust
IA Charitable InGorporated Organisation)
Notes to the Financial Statements (continued)
For the year ended 31 December 2023
1. Accounting Policies Icontinued)
Grants payable
The Trustees apply the funds of The Linden Lodge Charitable Trust al their discretion and in
accordance with the charitable purposes and objectives of the charity. Grants are therefore
only granted to assist in the education of individual students of Linden Lodge School or provide
extras to enhance their education at the school. Grants are only made for items that would not
othetwise be part of the statutory provision. Grants are considered by all of the Trustees at
their regular meetings. Decisions regarding regular grants {e.g. music lessons) are reviewed
annually by the Trustees while others are considered in detail when requested.
Taxation
The Charity is an exempt charity wrthin the meaning of schedule 3 of the Charrties Act 2011
and is Gonsidered to pass the tests set out in Paragraph 1 Schedule 6 Finance Act 2010.
Accordingly, it is potentially exempt from taxation in respect of income and capital gains
received to the extent that such in¢ome orgains are applied to exclusively charrtable purposes.
No provision for taxation has been made in these financial ststements.
2. Donations
2023
Unrestricted
Funds
2023
Restrictsd
Funds
2023
Total
2022
Total
Donations and legacies
Individuals
Trusts
Friends subscriptions
14,720
7,641
25,000
22,361
25,000
110
47,471
62.824
90,000
360
153,184
110
14.830
32,641
3. Other Trading Activities
2023
Unrestricted
Funds
2023
Restricted
Funds
2023
Total
2022
Total
Fundraising Events
Open Gardens
17,123
17,123
7,495
li

The Linden Lodge Charitablo Trust
(A Charitable Incorporated Organisation)
Notes to the Financial Statements (continued)
For the year 31 December 2023
4. Investment income
2023
UnrestriGted
Funds
2023
Restricted
Funds
2023
Total
2022
Total
Bank Interest
3.464
3,464
523
5. Cost of Raising Funds
2023
Unrestricted
Funds
2023
Restricted
Funds
2023
Total
2022
Total
Cost of events
1.285
42
1,327
6. Charitable Expenditure
2023
Unrestricted
Funds
2023
Restrict8d
Funds
2023
Total
2022
Total
Playground
Music Lessons
Contribution5 made
to school equipment
Past pupils
Riding
Events and Other
34,710
34,710
10,660
133.147
6,984
10.660
111,927
5,313
117,240
881
4,367
218
168,076
12,252
906
2,430
551
156,270
4.367
218
41,122
126.954
12

The Linden Lodge Charitable Trust
IA Charitable Incorporated Organisation
Notes to the Financial Statsments {continued)
For the year 31 December 2023
7. Support Costs
2023
Unrestricted
Funds
2023
Restricted
Funds
2023
Total
2022
Total
Independent Examiner
Consultant Fundraiser
IT costs
Insurance
Other
850
850
790
288
277
230
98
431
98
431
1,379
1,379
1,585
8. Trustees
The Trustees of the Tnjst were not paid or received any other benefits from employmenl with
the charity in the year12022 £nil). Two Trustees were reimbursed expenses of £876, relating
to fundraising costs during the year {2022 - TV￿ Trustees £1.112) No Trustee received
payment for professional or other ServI￿S supp5ied to the charity (2022 £nil).
9. Transactlons and related parties
There were no material related party transactions during the year.
10. Cash and Cash Equivalents
2023
Total
2022
Total
Cash in hand and at bank
163.507
264,760
The Trust owns no other assets than the Gash shown above.
11. Debtors
2023
Unrestricted
Funds
2023
Restricted
Funds
2023
Total
2022
Total
Prepa￿ expendlture
Accrued income
144
144
99
806
905
144
144
13

The Linden Lodge Charitable Trust
IA Charitable Incorporated Organisation)
Notes to the Financial Statements Icontinued)
For the year 31 December 2023
12. Creditors
2023
Unrestricted
Funds
2023
Restricted
Funds
2023
Total
2022
Total
Trade creditors
Independent Examiner
630
850
1,480
630
850
1,480
(201
790
770
13. Funds
Net movement of funds, included in the ab)ve are as follows"
Balance
Incoming
Resources
Resources
Expended
Transfer
between
Funds
Balance
31
December
2023
January
2023
Unrestricted
Funds
Free
reserves
(Note 1)
Designated
Funds
Major
Donations
Library
Information
Technology
{Minerva)
Total
Designated
Funds
Total
Unrestricted 246,231
Funds
90,723
35,417
(30.637)
(15,553)
79,950
112,500
(73,138)
39,362
20,000
(25,843)
5,843
23,008
23,008
155,508
(98.981)
62,370
35,417
1129,6181
(9,710)
142,320
Designated Funds
The Major donations fund represents major funds received to be spent on fiJiure projects.
The renovation of the library woject was completed in earfy 2023.
14

The Linden Lodge Charilable Trust
IA Charitable Incorporated Organisation)
Notes to the Financial Statements (continued)
For the year 31 December 2023
12. Funds (continued)
Designated Funds (continued)
The transfer of funds from unrestricted to restricted funds is to cover a shortfall in the
Playground restricted fund. The transfer of fijnds from unrestricted to designated is to cover
shortfall in the Library DeS￿nated Fund. Both projects were completed in 2023.
Restricted Funds
Balance
Incoming
Resources
Resources
Expended
Transfer
between
Funds
Balance 31
Decembor
2023
January
2023
Restricted
Funds
Isobel Centre
Fund
5,364
2,000
(5,313)
2,051
Playground
25.000
(34,710)
9,710
Bradshaw
Music Fund
6,118
6,118
Restricted
Books
5,641
(42)
5,599
Past Pupils
Richley
Fund
Total
Restricted
Funds
18.664
Total Funds 264,895
6,894
{881)
6,013
288
218
70
32,641
68,058
41,164
(170.782
19.851
162,171
Restricted Funds
The Isobel Centre Fund represents money raised for specialised equipment for use in the
Centre at Linden Lodge School. The centre is being used by the families of the students at the
school and those children supported by Wandsworth Sensory Support Service. The link with
WSSS came to an end in 2024.
The Bradshaw Music Fund represerrts the proceeds of a fundraising endeavotjr by a music
teacher specrfically for music equipment at the school. Further funds have been raised and
will also be used for musical equipment.
15

The Linden Lodge Charitsble Trust
{A Charitable Incorporated Oryanisation)
Notes to the Financial Statements (continued)
For the year 31 December 2023
13. Funds (contlnued)
The Past Pupils fund represents funds raised specifically to be spent on past pupils of the
school.
The Playground Fund represents grants received towards the total funds required to build the
new sensory playground. All of the funds raised are reslncted to the project. The project was
completed in 2023.
The Restricted Book Fund represents funds raised specffically to fund sensory books. A
funding appeal was launched in December 2023.
The Richley fiJnd represents donations specifically towards the running of Richley House al
Linden Lodge School. The pupils wtho live in this facility recommend ways to use these funds
with the Trustees, approval. During the year a purchase for £218 was made {2022 £Nil).
14. Capital Commitinents
The Trust had a capital commitment of £9.346 to fund Eye Gaze computers at the end of the
year12022 £nil).
16