SOUTH WEST LAKES TRUST

Active
Company number 03946529Private company limited by guaranteeIncorporated 2000

Key figures

£2,596,316-4.5%
Net assets 2025/26
-4.5%
Average annual change 2024/25–2025/26
01 m2 m3 m2024/252025/26

† SOUTH WEST LAKES TRUST filed these accounts on paper, so Companies House publishes them only as a scanned image. The figures for the years marked † were read automatically from the scan and kept only where the statements add up (for example net assets equal total equity), but a reading error is still possible — check the original accounts at Companies House.

Ratios

2025/26

Sector comparison

SIC 02100

Where the company stands among the 2,479 active companies whose first SIC code is 02100 (Silviculture and other forestry activities).

Turnover£5,550,809
Higher than 85% · median £41,014 among 67 that publish turnover
Net assets£2,596,316
Higher than 95% · median £26,403
Total assets£2,990,954
Higher than 95% · median £80,797
Cash£1,378,631
Higher than 96% · median £22,523
Company age26.7 years
Older than 92% · median 7.2 years
Largest in this sector by net assets
  1. MERE PLANTATIONS LIMITED£1.1bn
  2. THE MOUNT STUART TRUST£96.7m
  3. ESKDALEMUIR FORESTRY LIMITED£86.7m
  4. SUMMERLEAZE LIMITED£71.9m
  5. LFI SILVA INVESTMENTS LIMITED£61.6m
  6. GRIMSTHORPE & DRUMMOND CASTLE TRUST LIMITED£60.3m
  7. WOODLAND INVESTMENT MANAGEMENT LIMITED£49.5m
  8. GREENGOLD TIMBERLANDS 1 LIMITED£49.3m
  9. MOORBROCK ESTATE LIMITED£40.3m
  10. SCOTTISH WOODLANDS LIMITED£31.6m

Positions are approximate. Figures come from each company's latest accounts; money and employee figures are compared only with companies that filed accounts in pounds for a period ending in the last two and a half years and are not dormant, so those groups are smaller than 2,479. The line on each bar marks the median.

Summary: SOUTH WEST LAKES TRUST

What kind of company is it?

SOUTH WEST LAKES TRUST is a private company limited by guarantee registered with Companies House under company number 03946529. It was incorporated on 8 Mar 2000. Its status is active. The registered office is in Lifton (PL16). Its nature of business (SIC 2007) is silviculture and other forestry activities (02100), landscape service activities (81300), other education n.e.c. (85590), other amusement and recreation activities n.e.c. (93290).

How is the company doing financially?

The latest accounts in the database are for 2025/26 (period ending 31 Jan 2026); the company files group accounts. Turnover was £5,550,809. Net assets were £2,596,316, down 4.5% on the previous year. Cash at bank and in hand was £1,378,631. Total assets were £2,990,954 and total liabilities £394,638. Figures are available for 2 financial years (2024/25–2025/26).

How does it compare with similar companies?

Compared with 2,479 active companies whose first SIC code is 02100: By turnover it ranks higher than 85% of the 67 that publish turnover (median £41,014). By net assets it ranks higher than 95% of them (median £26,403). By total assets it ranks higher than 95% of them (median £80,797). By cash it ranks higher than 96% of them (median £22,523). It is older than 92% of them (median age 7.2 years).

Does it supply the public sector?

The company is named as the supplier in one public contract award notice, from National Citizen Service. 1 of the awards is shared with other suppliers, typically framework agreements. It is recorded as the recipient of 10 central government grants worth £216.4k, mainly from Department for Digital, Culture, Media & Sport.

What do public registers and reports show?

It is a registered charity (number 1079966) with a latest reported income of £5.5m.

Who runs and controls the company?

2 of 2 registered charges are outstanding.

When are its next filings due?

The next accounts are due by 31 Oct 2027. The next confirmation statement is due by 22 Mar 2027.

Filed accounts2024/25–2025/26
2024/25 †2025/26 †
Turnover5,495,4145,550,809
Cash at bank and in hand600,3301,378,631
Total assets3,067,7852,990,954
Total liabilities350,578394,638
Net assets / total equity2,719,6742,596,316

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Public contracts

1 contract

SOUTH WEST LAKES TRUST is named as a supplier in 1 public contract award notice from National Citizen Service. 1 award is shared with other suppliers.

Contract
  1. NCS Recommissioning Programme - Delivery Partner‡National Citizen Service · shared by 26 suppliers, up to £299,000,000 in total

From contract award notices on Contracts Finder (since 2016) and Find a Tender (since 2021), published by the Cabinet Office under the Open Government Licence v3.0. Values are as published by the buyer and usually cover the whole contract term; the total leaves out awards shared between several suppliers, where the published figure is a ceiling for all of them, placeholder values and single figures of £1 billion or more. Notices marked ‡ do not state a company number and were linked by an exact match on the registered name. Contracts below the publication thresholds and those of devolved buyers that publish elsewhere are not included.

Government grants

10 grants

SOUTH WEST LAKES TRUST is recorded as the recipient of 10 central government grants since 2020, together worth £216.4k.

Funders
Department for Digital, Culture, Media & Sport
2 grants · £147.4k
Department for Environment, Food and Rural Affairs
7 grants · £52.6k
Department for Culture, Media & Sport
1 grant · £16.4k
Grants
  1. PGW 0970-CF2281Department for Environment, Food and Rural Affairs · £9,991 · Catchment Partnership Grant (CPG) - Water Environment Improvement Fund 2022-2025
  2. RPA Simplified Countryside StewardshipDepartment for Environment, Food and Rural Affairs · £3,144 · RPA Countryside Stewardship
  3. Growth & LEADER Transferred to DEFRA NSA P2Department for Environment, Food and Rural Affairs · £11,664 · Growth & LEADER
  4. Countryside Stewardship Transferred to DEFRA NSA P2Department for Environment, Food and Rural Affairs · £12,647 · Countryside Stewardship
  5. GRCF2021: Its Your Outdoors connecting communities with their blue and green spaceDepartment for Digital, Culture, Media & Sport · £81,900 · Green Recovery Challenge Fund - Round 1
Show 5 more
  1. GRCF2021: Its Your Outdoors connecting communities with their blue and green spaceDepartment for Digital, Culture, Media & Sport · £65,520 · Green Recovery Challenge Fund - Round 1
  2. GRCF2021: Its Your Outdoors connecting communities with their blue and green spaceDepartment for Culture, Media & Sport · £16,380 · Green Recovery Challenge Fund - Round 1
  3. ALB - Rural Payments Agency - Exchq - BPS - NSA P1Department for Environment, Food and Rural Affairs · £13,134 · RPA BPS Domestic
  4. M04 - Investments in physical assets Exchq funded NSA P2Department for Environment, Food and Rural Affairs · £1,267
  5. M10 - Agri-environment- Climate ExchqDepartment for Environment, Food and Rural Affairs · £733

From the Government Grants Register published by the Cabinet Office (financial years 2016/17 onwards, Open Government Licence v3.0). It covers grants from central government departments and their agencies where the register states the recipient's company number and the recipient name matches this company; grants from local authorities, lottery distributors and devolved governments are not included.

Registers and licences

Registered charityNo. 1079966
Registered with the Charity Commission
22 Mar 2000
Income, year to 31 Jan 2025
£5.5m
Spending
£5.8m

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 mil…

View on the register of charities

Sources: Charity Commission for England and Wales, Care Quality Commission, Home Office and HM Revenue & Customs, under the Open Government Licence v3.0.

History

3 events
  1. Financial year 2025/26 endedAccounts: turnover £5.6m, net assets £2.6m
  2. Financial year 2024/25 endedAccounts: turnover £5.5m, net assets £2.7m
  3. Company incorporatedPrivate company limited by guarantee

Dates as recorded at Companies House: incorporation, name changes, officer appointments and resignations, current persons with significant control, and the end of each financial year with figures in the database. Former persons with significant control are not listed.