south west lakes trust
Activities & Mission
The Trust has charitable and trading activities, including safeguarding the environment and providing access and recreation for all abilities at its sites in Devon Cornwall and Somerset.Managing public access, education, conservation, forestry and land at 50 sites, 5,000 hectares of land with 2 million visits each year.Wheal Martyn is an independant China Clay Museum near St Austell
Fundraising
See where South West Lakes Trust is active and find local fundraising opportunities.
Financial Information
Latest Income
£5,495,414
Latest Expenditure
£5,810,586
Financial Efficiency
Program Ratio 64.1%
% of income going directly to charitable activities
Overall Efficiency 60.6%
% of expenditure going to programs (vs overhead)
Administrative Ratio 39.8%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £74,849
Charitable Activities £2,830,123
Other Trading £2,430,923
Investments £88,807
Other Income £70,712
Expenditure Categories
Charitable Expenditure £3,519,893
Raising Funds £2,290,693
Governance £24,227
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £5,495,414 | £5,810,586 | £3,519,893 | £4,192,712 | £651,216 | 145 / 197 |
| 2024 | £5,434,317 | £5,637,854 | £3,429,634 | £4,507,884 | £679,764 | 153 / 283 |
| 2023 | £4,704,115 | £5,010,160 | £2,528,678 | £4,701,421 | £999,376 | 142 / 196 |
| 2022 | £5,322,049 | £4,690,123 | £2,627,320 | £4,880,303 | £500,825 | 124 / 196 |
| 2021 | £4,047,902 | £3,548,670 | £1,918,940 | £4,293,377 | £831,028 | 99 / 360 |
Staff column shows: Employees / Volunteers
Details
Address
Roadford Lakeside
Roadford Lake
Broadwoodwidger
Lifton
Devon
PL16 0RL
Roadford Lake
Broadwoodwidger
Lifton
Devon
PL16 0RL
Email
info@swlakestrust.org.ukWebsite
www.swlakestrust.org.ukRegistration Date
22 March 2000
Status
Registered
Registry Information
Organisation Number
3969243
Charity Number
1079966
Trustees
MONICA SUSAN READ
MALCOLM BELL
JOHN ALBERT THOMAS LEE OBE DL
DINAH NICHOLS
Daniel James
Dr Josephine Traill Thomson
Ashley Shopland
David Grahame Harris