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

**From       Period start date   1.4.22      To              Period end date    31.3.23** 

## **Charity name:  Tree-mendous Learning** 

## **Charity registration number: 1181285** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**_1) To advance in life and help young_**<br>**_people in North Cumbria through:_**<br>**_a: The provision of recreational and_**<br>**_leisure time activities provided in the_**<br>**_interest of social welfare, designed to_**<br>**_improve their conditions or life._**<br>**_b: Providing support and activities_**<br>**_which develop their skills & capabilities_**<br>**_to enable them to participate in society,_**<br>**_as mature and responsible individuals._**<br>**_2) To advance the education for the_**<br>**_public benefit of young people in North_**<br>**_Cumbria in the protection and_**<br>**_conservation of the environment by_**<br>**_providing opportunities for learning in_**<br>**_the natural environment._**<br>**_3) To advance the health and wellbeing_**<br>**_of young people in North Cumbria_**<br>**_through active enjoyment of green_**<br>**_spaces._**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|**Facilitate outdoor learning programs for**<br>**young people to develop life skills,**<br>**confidence, and enjoyment of the great**<br>**outdoors. Explore nature & have a**<br>**relationship with the outdoors and the**<br>**world in which they live.**<br>**Using forest school principals including**<br>**tools, campfire, creative learning & play.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Tree-mendous Learning equality policy**<br>**states ‘Principle 7: Society should**<br>**benefit. We intend that our policies and**<br>**activities should benefit society, both**<br>**locally and nationally, by fostering**<br>**greater social cohesion, and greater**<br>**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 **A** ll trustees’ are volunteers Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**385 young people aged 3- 11 have taken**<br>**part in outdoor learning projects made**<br>**possible by Tree-mendous Learning in**<br>**this financial year.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
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|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|---|---|---|
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

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



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|**Hallburn Community Benefit Fund**|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**N/A**|
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

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



## **Additional information (optional)** 

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



## **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** 

|1<br>2<br>3<br>4<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|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Alison Dickinson|Chair|||
||Clare Sowerby|Treasurer|||
||Nichola Story|Secretary|||
||Stella Lewsley|Trustee|||
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## – 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 

**Trustee name Dates acted if not for whole year** 



## **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)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|**_C Sowerby_**||
|---|---|---|
||Clare Sowerby||
||<br> <br>Treasurer||
||10/10/2023||
||10/10/2023||





## **Tree-mendous Learning Annual Report to Trustees  2022- 2023** 

_**Charity Registered 20/12/2018                  Trustees:**_ C Sowerby 

A Dickinson 

S Lewsley 

N Story 

_Charity Objects:_ 

_**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.**_ 

- _**3) To advance the health and wellbeing of young people in North Cumbria through active enjoyment of green spaces.**_ 

## _**Grant Income**_ 

## **Tree-mendous Learning Grant Income April 2022 – March 2023** 

|**Project Title**|**Grant Fund**|**Date Funds**<br>**Received**|**Amount**<br>**Claimed**|**School / Participants**|**No of young**<br>**people**<br>**benefitted**|**Grant Claims**<br>**completed**|
|---|---|---|---|---|---|---|
|EYFS – Helping them<br>Grow<br>**_RNB  2021 4082_**|Grantscape<br>Hallburn<br>Community Benefit<br>Fund|5/7/22|**£7000**|Longtown Primary<br>Blackford Primary<br>Fir Ends<br>Pear Tree Nursery|EYFS & KS1 -<br>175|30/6/22|
|KS2 Forest School<br>**_RNB 2022  4411_**|Grantscape<br>Hallburn<br>Community Benefit<br>Fund|2/8/22<br>9/12/22|£1075<br>£7060<br>**£8135**|Longtown Primary<br>Blackford Primary<br>Fir Ends|KS2 - 210|Claim 1 summer<br>2022<br>31/7/22<br>Final Claim30/11/22<br>2022|
||||**£15135**|**385 children have**<br>**been involved in the**<br>**above projects**|||



Year End;  30th March 2023 – Annual return _**-**_ completed by C Sowerby 

Submitted charity commission: 

**Charitable Donations** TW Armstrong & Sons – land agreement 48 days per year 

