
## **Trustees’ Annual Report for the period** 

**From Period start date   1.4.20      To              Period end date    31.3.21** 

**Charity name:  Tree-mendous Learning Charity registration number: 11812585** 

## **Objectives and Activities** 

Summary of the purposes of the charity as set out in its governing document 

SORP reference Para 1.17 _**1) To advance in life and help young people in North Cumbria through: a: The provision of recreational and leisure time activities provided in the interest of social welfare, designed to improve their conditions or life. b: Providing support and activities which develop their skills & capabilities to enable them to participate in society, as mature and responsible individuals.**_ 

_**2) To advance the education for the public benefit of young people in North Cumbria in the protection and conservation of the environment by providing opportunities for learning in the natural environment.**_ 

Summary of the main Para 1.17 and 1.19 activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. 

_**3) To advance the health and wellbeing of young people in North Cumbria through active enjoyment of green spaces.**_ **Facilitate outdoor learning programs for young people to develop life skills, confidence, and enjoyment of the great outdoors. Explore nature & have a relationship with the outdoors and the world in which they live. Using forest school principals including tools, campfire, creative learning & play.** 



Statement confirming Para 1.18 **Tree-mendous learning equality** whether the trustees **policy states ‘Principle 7: Society** have had regard to the **should benefit. We intend that** guidance issued by the **our policies and activities should** Charity Commission on **benefit society, both locally and** public benefit **nationally, by fostering greater social cohesion, and greater participation in public life of’** 

## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

SORP reference 



||Summary of the main<br>achievements of the<br>charity, identifying the<br>diference the charity’s<br>work has made to the<br>circumstances of its<br>benefciaries and any<br>wider benefts to society<br>as a whole.|Para 1.20|**195 young people aged 3- 11**<br>**have taken**<br>**part in projects made possible by**<br>**Tree-mendous Learning in this**<br>**fnancial year.**||
|---|---|---|---|---|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


**----- Start of picture text -----**<br>
Achievements against  Para 1.41<br>objectives set<br>Due to Covid 19 some projects<br>were modified and had to be<br>Performance of  postponed until later in the year.<br>fundraising activities  Para 1.41 Planned fundraisings events were<br>against objectives set also cancelled.<br>Investment performance  Para 1.41<br>against objectives<br>Other<br>**----- End of picture text -----**<br>




## **Financial Review** 


**----- Start of picture text -----**<br>
Review of the charity’s  Para 1.21 Good<br>financial position at the<br>end of the period<br>Statement explaining  Para 1.22 No Reserves – All grant funding<br>the policy for holding  allocated & spent on completion<br>reserves stating why  of each project.<br>they are held<br>Amount of reserves held Para 1.22 £50<br>Reasons for holding zero  Para 1.22 Funding comes primarily from<br>reserves local community grants.<br>The charity plans to work<br>together with The Woodland Trust<br>in the future planting trees and<br>making a difference to the local<br>environment and the current<br>climate crisis.<br>Details of fund materially Para 1.24 N/A<br>in deficit<br>Explanation of any  Para 1.23 N/A<br>uncertainties about the<br>charity continuing as a<br>going concern<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


**----- Start of picture text -----**<br>
Hallburn Community Benefit Fund<br>The charity’s principal  Cumbria Community Foundation –<br>sources of funds  Para 1.47 Beckburn<br>(including any<br>fundraising)<br>N/A<br>Investment policy and<br>objectives including any  Para 1.46<br>social investment policy<br>adopted<br>A description of the  Para 1.46<br>principal risks facing the<br>charity<br>Other<br>**----- End of picture text -----**<br>




## **Structure, Governance and Management** 


**----- Start of picture text -----**<br>
Description of charity’s<br>trusts:<br>Type of governing  Para 1.25 Constitution<br>document<br>(trust deed, royal<br>charter)<br>How is the charity  Para 1.25 CIO<br>constituted?<br>(e.g unincorporated<br>association, CIO)<br>Trustee selection  Para 1.25 The charity has 4 trustees.<br>methods including  Every trustee must be appointed<br>details of any  for five-year term<br>constitutional provisions  There must be a minimum of<br>e.g. election to post or  three trustees.<br>name of any person or<br>body entitled to appoint<br>one or more trustees<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 


**----- Start of picture text -----**<br>
You may choose to include further statements where relevant about:<br>Tree-mendous Learning has<br>adopted the following polices<br>Policies and procedures  which are reviewed annually.<br>adopted for the  Para 1.51<br>induction and training of  Child protection Policy<br>trustees Safeguarding policy<br>Equality Policy<br>The charity’s<br>organisational structure  Para 1.51<br>and any wider network<br>with which the charity<br>works<br>Relationship with any  Para 1.51<br>related parties<br>Other<br>**----- End of picture text -----**<br>


## **Reference and Administrative details** 

Charity name Other name the charity uses Registered charity number 



Charity's principal
address

## **Names of the charity trustees who manage the charity** 


**----- Start of picture text -----**<br>
Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>1 Alison Dickinson<br>2 Clare Sowerby<br>3 Nichola Story<br>4 Stella Lewsley<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


Corporate trustees – names of the directors at the date the report was approved **Director name** 

Name of trustees holding title to property belonging to the charity 


**----- Start of picture text -----**<br>
Trustee name Dates acted if not for<br>whole year<br>**----- End of picture text -----**<br>




**Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

**Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s)** _**C Sowerby**_ **Full name(s)** Clare Sowerby 

**Position (eg** Treasurer **Secretary, Chair, etc)** 

**Date** 22/11/2021 



Tree-mendous Learning Accounts     1181285 Source Funding 

Grantscape - Hallburn 2 Fund Claim 1 Grantscape -Hallburn 2  Fund Final Claim Grantscape - Hallburn - Summer Holiday Club Total Income Year End 31st March 2021 Balance 31st March 2020 

Date Income 

04/20 £2,160 10/01/2020 £5,836 08/20 £2,897 £10,893 



Expediture
£2,160
£5,832
£2,897
£10,889
£59.90