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

**From Period start date   To                                 Period end date** 

## **Charity name:** 

## **Charity registration number:** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The LWS Foundation is committed to<br>advancing inclusive and transformative<br>education through outdoor learning. Its key<br>aims include:<br>● Providing bursary-supported school<br>places to ensure equitable access to<br>outdoor education;<br>● Offering free summer holiday camp<br>places for families in need,<br>supporting childcare and wellbeing;<br>● Promoting environmental awareness<br>through community programs,<br>workshops, and events;<br>● Advocating for biodiversity<br>conservation by engaging the<br>community in active preservation<br>efforts; and<br>● Delivering training to educators and<br>community leaders to embed outdoor<br>education and environmental<br>stewardship into wider practice.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|The LWS Foundation exists to make outdoor<br>education and environmentalism more<br>accessible and impactful. Our charitable<br>objectives are:<br>1.**Inclusive Education**– Providing<br>bursary places to ensure financial<br>constraints do not limit access to<br>outdoor education.|





|||2.**Community Outreach**– Offering<br>free places at our Summer Holiday<br>Camp for families in need.<br>3.**Environmental Awareness**–<br>Delivering programs and workshops<br>to foster environmental<br>consciousness.<br>4.**Conservation Advocacy**–<br>Mobilising the community in<br>conservation efforts to protect<br>biodiversity.<br>5.**Outdoor Education Training**–<br>Equipping educators and students<br>with the skills to deliver outdoor<br>learning.|
|---|---|---|
|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|The trustees of the LWS Foundation confirm<br>that they have had due regard to the<br>guidance issued by the Charity Commission<br>on public benefit when exercising their duties<br>and making decisions throughout the year.<br>The trustees have kept this guidance under<br>review to ensure that all activities undertaken<br>by the charity continue to further its<br>charitable purposes for the public benefit.|



**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 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|In our first year, we:<br>● Offered 2 x week- long free places at<br>the school Summer Holiday Camp to<br>local families experiencing financial<br>hardship.<br>● Began building partnerships with<br>local organisations to support our<br>environmental outreach and training<br>objectives.<br>We are proud of the impact achieved in our<br>founding year and continue to build<br>momentum for further growth and reach.|



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

Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other 



## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|The charity’s income for the year was £2000<br>derived from donations. Expenditure was 0<br>to date.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|At year-end, the charity held reserves of<br>£2000.01 These reserves will be used to<br>support our continuing work in the next<br>financial year.|
|Amount of reserves held|Para 1.22|**£2000.01**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



## **Additional information (optional)** 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||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||
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## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Foundation Model Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|<br>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|Every charity trustee must be a natural<br>person.<br>ii. No individual may be appointed as a<br>charity trustee of<br>the CIO:<br>• if he or she is under the age of 16 years; or<br>• if he or she would automatically cease to<br>hold office under the provisions<br>of clause [12(1)(e)].<br>iii. No one is entitled to act as a charity<br>trustee whether on appointment or on<br>any re-appointment until he or she has<br>expressly acknowledged, in whatever<br>way the charity trustees decide, his or her<br>acceptance of the office of charity<br>trustee.<br>[(d) At least one of the trustees of the CIO<br>must be 18 years of age or over. If there is<br>no trustee aged at least 18 years, the<br>remaining trustees may only act to call a<br>meeting of the charity trustees, or appoint a<br>new charity trustee.]<br>Apart from the first charity trustees, every<br>appointed trustee must be<br>appointed [for a term of [three] years] by a<br>resolution passed at a properly<br>convened meeting of the charity trustees.<br>(b) In selecting individuals for appointment<br>as appointed charity trustees, the charity<br>trustees must have regard to the skills,<br>knowledge and<br>experience needed for the effective<br>administration of the CIO.|



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

Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 



network with which the charity works Relationship with any related Para 1.51 parties Other 

## **Reference and Administrative details** 

|Charity name|LWS Foundation|
|---|---|
|Other name the charity uses|N/A|
|<br>Registered charity number|1205326|
|Charity’s principal address|Morden Lodge, Morden Hall Rd, London SM4 5JD|
|||





## **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**<br>**Name of**<br>**person (or**<br>**body)**<br>**entitled to**<br>**appoint**<br>**trustee (if**<br>**any)**|
|---|---|---|---|
||Leanna Barrett|||
||Steve Cottrell|||
||Lisa Behan|||
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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)** 

|**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**<br>**adviser**<br>**Name**<br>**Address**||||
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|**Name of chief executive or names of senior staff members (Optional information)**||||
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## **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)** 



**Full name(s)** Leanna Barrett, Lisa Behan **Position (eg Secretary,** Chair & Trustee **Chair, etc) Date** 14/05/2025 



Spreadsheet version of CC16a 

## **LWS Foundation** 

## ~~**Receipts and paymen**~~ Period start date 

**For the period from** 

20/10/2023 

## **Section A Receipts and payme** 

**Unrestricted funds** 

**to the nearest £** 

## **Restricted funds** 

**to the nearest £** 

**En** 

## **A1 Receipts** 

**-** _**total(Gross income for AR)**_ **-** 


**----- Start of picture text -----**<br>
2000<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>2000<br>**----- End of picture text -----**<br>


|**A2 Asset and investment sale**|**s, (see table).**|
|---|---|
||**-**|
||**-**|
|**_Sub total_ **|**-**|
|**_Total receipts_**<br>**A3 Payments**||
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
|**_Sub total_ **|**-**|
|||
|**A4 Asset and investmentpurc**|**hases,(see ta**|
||**-**|
||**-**|
|**_Sub total_ **|**-**|





|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**|<br>**-**|
|---|---|
||**-**|
||**-**|
||**-**|
||<br>**-**|



## **Section B Statement of assets and liabilities at the end of t** 

**Categories Details Un** 2000 

**B1 Cash funds** 

## _**Total cash funds**_ 

(agree balances with receipts and payments account(s)) 

**Un** 

## **Details** 

**B2 Other monetary assets** 

**Details Fund t B3 Investment assets Details Fund t** 

**B4 Assets retained for the c** 




**----- Start of picture text -----**<br>
Details<br>**----- End of picture text -----**<br>


## **B5 Liabilities** 

Signed by one or two trustees on 

Signature 





## **1205326** 

## ~~**nts accounts**~~ 

Period end date **To** 31/08/2025 


**----- Start of picture text -----**<br>
CC16a<br>**----- End of picture text -----**<br>


## **ndowment funds** 

**to the nearest £** 

**Total funds** to the nearest £ 

## **Last year** 

**to the nearest £** 

|**-**||**2000**||**-**|
|---|---|---|---|---|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**2000**||**-**|



|**-**||**-**||||
|---|---|---|---|---|---|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|||||||
|**-**|||**2000**||**-**|
|||||||
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|
|**-**||**-**|||**-**|



**-** 



|**-**||**-**|||**-**||
|---|---|---|---|---|---|---|
||||||||
|**2000**|||**-**|||**-**|
|**-**||**-**||||**-**|
|**-**||**-**||||**-**|
|**2000**||**-**||||**-**|



## **the period** 

## **nrestricted funds** 

## **Restricted funds** 

|**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>OK|**to nearest £**|
|---|---|
||**2000**|
||**-**|
||**-**|
||**2000**|
||OK|



## **nrestricted funds** 

## **Restricted funds** 

**to nearest £** 

**to nearest £** 

## **Endowment funds** 

to nearest £ **-** OK 

## **Endowment funds** 

to nearest £ 

|**to nearest £**||**to nearest £**||to nearest £|
|---|---|---|---|---|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|



## **to which asset be** 

**Cost (optional)** 

## **rent value (optional)** 

|**Cost(optional)**||**rent value(optio**|
|---|---|---|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|



## **to which asset belongs** 

## **Cost (optional)** 

## **Current value (optional)** 

|**-**||**-**|
|---|---|---|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|
|**-**||**-**|






**----- Start of picture text -----**<br>
o which liability r<br>**----- End of picture text -----**<br>



**----- Start of picture text -----**<br>
mount due (option When due (optional)<br>-<br>-<br>-<br>-<br>-<br>**----- End of picture text -----**<br>



**----- Start of picture text -----**<br>
Print Name Date of approval<br>Leanna Barrett 14/05/2025<br>Lisa Behan<br>14/05/2025<br>**----- End of picture text -----**<br>


