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Company Information for

SOUTH WEST LAKES TRUST

ROADFORD LAKESIDE, BROADWOODWIDGER, LIFTON, DEVON, PL16 0RL,

Company Registration Number

03946529

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)

Active

Company Overview

About South West Lakes Trust

SOUTH WEST LAKES TRUST was founded on 2000-03-08 and has its registered office in Lifton. The organisation's status is listed as "Active". South West Lakes Trust is a PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) registered in ENGLAND with Companies House and the accounts submission requirement is categorised as GROUP

Group companies must submit full accounts if any company is a PLC (Public Limited Company)
Financial services firms: authorised insurance company, a banking company, an e-money issuer, a MiFID investment firm or a UCITS management company must submit full accounts even if they qualify as small
The combined turnover of the group must be < £6.5M, balance sheet <£3.26M and employ less than 50 people to not submit full accounts

Key Data

Company Name

SOUTH WEST LAKES TRUST

Legal Registered Office

ROADFORD LAKESIDE
BROADWOODWIDGER
LIFTON
DEVON
PL16 0RL
Other companies in PL15


Telephone	01837871565

Charity Registration

Charity Number	1079966
Charity Address	LIDN PARK, QUARRY CRESCENT, PENNYGILLAM INDUSTRIAL ESTATE, LAUNCESTON, CORNWALL, PL15 7PF
Charter	THE TRUST HAS CHARITABLE AND TRADING ACTIVITIES, INCLUDING SAFEGUARDING THE ENVIRONMENT, PROVIDING ACCESS AND A SAFE AND INVITING SETTING FOR RECREATION FOR ALL ABILITIES. CHARITABLE MANAGING PUBLIC ACCESS, EDUCATION, CONSERVATION, FORESTRY AND LAND AT 50 SITES COVERING 5,000 HECTARES OF LAND. 2 MILLION PEOPLE VISIT THE SITES EACH YEAR. TRADING FISHERIES (34),WATERSPORTS CENTRES (5),CAFES (5)

Filing Information

Company Number		03946529
Company ID Number		03946529
Date formed		2000-03-08
Country		ENGLAND
Origin Country		United Kingdom
Type		PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
CompanyStatus		Active
Lastest accounts		31/01/2024
Account next due		31/10/2025
Latest return		08/03/2016
Return next due		05/04/2017
Type of accounts		GROUP
VAT Number /Sales tax ID		GB750484921

Last Datalog update:	2024-09-09 03:46:15
Primary Source:	Companies House

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Companies with same name SOUTH WEST LAKES TRUST

The following companies were found which have the same name as SOUTH WEST LAKES TRUST. These may be the same company in different jurisdictions

		Registered address	Last known status	Formation date
	SOUTH WEST LAKES LIMITED	ROADFORD LAKESIDE BROADWOODWIDGER LIFTON DEVON PL16 0RL	Active	Company formed on the 2000-03-20

Company Officers of SOUTH WEST LAKES TRUST

Current Directors

Officer	Role	Date Appointed
MATTHEW LINDSAY HAMILTON BOYER	Company Secretary	2001-08-08
MALCOLM ELLIS BELL	Director	2011-11-17
JOHN ALBERT THOMAS LEE	Director	2014-03-27
ED MITCHELL	Director	2017-07-21
DINAH ALISON NICHOLS	Director	2014-03-27
ROGER DUNCAN PRESTON	Director	2000-03-08
MONICA SUSAN READ	Director	2002-11-14
DAVID BALFOUR ROBERTSON	Director	2000-03-08

Previous Officers

Officer	Role	Date Appointed	Date Resigned
JACQUELINE ANNE EDWARDS	Director	2005-11-17	2018-03-22
LAURA JONES	Director	2012-05-24	2018-03-22
PETER JOHN BRIENS	Director	2000-03-08	2017-05-25
KEITH BUNGAY	Director	2000-03-08	2014-11-27
MARY CHRISTINA HOLBOROW	Director	2002-01-03	2012-09-20
CARLEEN TINA KELEMEN	Director	2010-01-21	2011-04-21
CAIRNS BOSTON	Director	2000-03-08	2010-09-23
PETER SLADE BARTLETT	Director	2000-03-08	2008-09-18
KENNETH WOODIER	Company Secretary	2000-03-08	2001-08-08

Related Directorships

Officer	Related Company	Role	Date Appointed	Role Status	Incorporation date	Company Status
MATTHEW LINDSAY HAMILTON BOYER	GREAT WEEKE BARNS LIMITED	Company Secretary	1999-03-31	CURRENT	1989-03-03	Active
MALCOLM ELLIS BELL	VISIT CORNWALL COMMUNITY INTEREST COMPANY	Director	2015-03-13	CURRENT	2015-03-13	Active
MALCOLM ELLIS BELL	CORNWALL FOOD FOUNDATION ENTERPRISES LIMITED	Director	2014-11-19	CURRENT	2014-11-19	Dissolved 2017-07-11
MALCOLM ELLIS BELL	FAIRBOOKINGUK LIMITED	Director	2014-10-09	CURRENT	2014-10-09	Active
MALCOLM ELLIS BELL	CORNWALL FOOD FOUNDATION	Director	2013-10-24	CURRENT	2005-08-19	Liquidation
MALCOLM ELLIS BELL	SOUTH WEST LAKES LIMITED	Director	2009-03-19	CURRENT	2000-03-20	Active
JOHN ALBERT THOMAS LEE	THE HIGH SHERIFFS' ASSOCIATION OF ENGLAND & WALES	Director	2017-11-01	CURRENT	1997-06-09	Active
JOHN ALBERT THOMAS LEE	SOUTH WEST CHAMBER OF RURAL ENTERPRISE	Director	2009-05-06	CURRENT	2005-01-31	Dissolved 2015-03-24
JOHN ALBERT THOMAS LEE	MID DEVON TOWN AND COUNTRY SHOW SOCIETY	Director	2007-01-19	CURRENT	1993-10-28	Active
JOHN ALBERT THOMAS LEE	COOMBE BARTON LIMITED	Director	2002-06-21	CURRENT	2002-06-21	Active
JOHN ALBERT THOMAS LEE	MOLE AVON TRADING LIMITED	Director	1993-01-18	CURRENT	1973-06-05	Active
DINAH ALISON NICHOLS	THE LAND RESTORATION TRUST	Director	2010-06-02	CURRENT	2004-03-18	Active
ROGER DUNCAN PRESTON	ST.AUSTELL GOLF ESTATES LIMITED	Director	2015-11-03	CURRENT	1926-12-17	Active
ROGER DUNCAN PRESTON	SOUTH WEST LAKES LIMITED	Director	2002-01-17	CURRENT	2000-03-20	Active
MONICA SUSAN READ	ECHO SOUTH WEST LIMITED	Director	2002-09-01	CURRENT	1990-01-02	Dissolved 2014-01-07
DAVID BALFOUR ROBERTSON	VALENCIA COMMUNITIES FUND	Director	2014-06-20	CURRENT	2001-09-25	Active

More director information

Advertised Job Vacancies

Job Title	Location	Job description	Date posted
Cafe/Function Assistant	Launceston	0 - 40 hours on a flexible basis (including some weekends and bank holidays). Part time cafe/function assistants require to work in the caf, carvery and/or...	2016-11-15
Campsite Warden	Dulverton	Up to 40 hours per week in peak season, includes weekends and Bank Holidays. We require a seasonal campsite warden to act as key point of contact for campers,...	2016-02-05
Campsite Warden	Launceston	Up to 40 hours per week in peak season, includes weekends and Bank Holidays. We require a seasonal campsite warden to act as key point of contact for campers,...	2016-02-03

Jobs results powered by Indeed

Corporation Filing History

Companies House Filing History

This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

Date	Document Type	Document Description
2024-11-12		DIRECTOR APPOINTED MR DAVID GRAHAME HARRIS
2024-11-04		APPOINTMENT TERMINATED, DIRECTOR ED MITCHELL
2024-08-06		GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/24
2024-03-12		CONFIRMATION STATEMENT MADE ON 08/03/24, WITH NO UPDATES
2024-01-03		Resolutions passed:<ul><li>Resolution Be re appointed as a trustee 31/08/2023</ul>
2023-12-01		GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/23
2023-09-27		Resolutions passed:<ul><li>Resolution passed adopt articles</ul>
2023-09-27		Statement of company's objects
2023-09-27		Memorandum articles filed
2023-07-10		DIRECTOR APPOINTED MR ASHLEY JOHN SHOPLAND
2023-05-02		APPOINTMENT TERMINATED, DIRECTOR JOANNE ECROYD
2023-03-21		CONFIRMATION STATEMENT MADE ON 08/03/23, WITH NO UPDATES
2022-11-09		GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/22
2022-11-09	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/22
2022-08-19	TM02	Termination of appointment of Lesley Anne Whitworth on 2022-08-19
2022-08-19	AP03	Appointment of Mr Colin Vallance as company secretary on 2022-08-19
2022-03-11	CS01	CONFIRMATION STATEMENT MADE ON 08/03/22, WITH NO UPDATES
2021-09-02	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/21
2021-08-02	TM01	APPOINTMENT TERMINATED, DIRECTOR DAVID BALFOUR ROBERTSON
2021-08-02	AP03	Appointment of Dr Lesley Anne Whitworth as company secretary on 2021-07-29
2021-08-02	TM02	Termination of appointment of Matthew Lindsay Hamilton Boyer on 2021-07-29
2021-04-12	CS01	CONFIRMATION STATEMENT MADE ON 08/03/21, WITH NO UPDATES
2021-02-15	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/20
2021-02-03	AP01	DIRECTOR APPOINTED MS JOANNE ECROYD
2020-10-12	MEM/ARTS	ARTICLES OF ASSOCIATION
2020-10-12	RES01	ADOPT ARTICLES 12/10/20
2020-03-19	CS01	CONFIRMATION STATEMENT MADE ON 08/03/20, WITH NO UPDATES
2020-01-16	TM01	APPOINTMENT TERMINATED, DIRECTOR ROGER DUNCAN PRESTON
2019-11-10	MEM/ARTS	ARTICLES OF ASSOCIATION
2019-11-10	RES01	ADOPT ARTICLES 10/11/19
2019-10-25	AP01	DIRECTOR APPOINTED DR JOSEPHINE ANN TRAILL THOMSON
2019-08-13	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/19
2019-03-19	CS01	CONFIRMATION STATEMENT MADE ON 08/03/19, WITH NO UPDATES
2018-11-28	AP01	DIRECTOR APPOINTED MR DANIEL TIMOTHY JAMES
2018-11-27	CH01	Director's details changed for Mr Malcolm Ellis Bell on 2018-11-22
2018-11-27	AP01	DIRECTOR APPOINTED MR CHRISTOPHER HERBERT BALCH
2018-10-22	AD01	REGISTERED OFFICE CHANGED ON 22/10/18 FROM Lidn Park Quarry Crescent Penny Gillam Ind Estate Launceston Cornwall PL15 7PF
2018-08-10	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/18
2018-04-04	TM01	APPOINTMENT TERMINATED, DIRECTOR LAURA JONES
2018-04-04	TM01	APPOINTMENT TERMINATED, DIRECTOR JACQUELINE EDWARDS
2018-03-16	CS01	CONFIRMATION STATEMENT MADE ON 08/03/18, WITH NO UPDATES
2017-10-05	MEM/ARTS	ARTICLES OF ASSOCIATION
2017-10-05	RES01	ADOPT ARTICLES 05/10/17
2017-09-29	AP01	DIRECTOR APPOINTED MR ED MITCHELL
2017-08-10	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/17
2017-07-27	MEM/ARTS	ARTICLES OF ASSOCIATION
2017-07-27	RES01	ADOPT ARTICLES 27/07/17
2017-07-21	TM01	APPOINTMENT TERMINATED, DIRECTOR PETER JOHN BRIENS
2017-03-21	CS01	CONFIRMATION STATEMENT MADE ON 08/03/17, WITH UPDATES
2017-02-24	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MR ROGER DUNCAN PRESTON / 24/02/2017
2017-02-24	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MS JACQUELINE ANNE EDWARDS / 24/02/2017
2017-02-24	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MR PETER JOHN BRIENS / 24/02/2017
2017-02-24	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MR DAVID BALFOUR ROBERTSON / 24/02/2017
2016-09-01	MEM/ARTS	ARTICLES OF ASSOCIATION
2016-09-01	RES01	ALTER ARTICLES 15/08/2016
2016-08-17	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/16
2016-04-05	AR01	08/03/16 NO MEMBER LIST
2015-08-26	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/15
2015-03-30	AR01	08/03/15 NO MEMBER LIST
2015-01-19	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MS MONICA SUSAN READ / 01/12/2014
2015-01-19	TM01	APPOINTMENT TERMINATED, DIRECTOR KEITH BUNGAY
2014-08-19	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/14
2014-04-29	AP01	DIRECTOR APPOINTED MS DINAH ALISON NICHOLS
2014-04-29	AP01	DIRECTOR APPOINTED MR JOHN ALBERT THOMAS LEE
2014-04-02	AR01	08/03/14 NO MEMBER LIST
2013-08-29	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/13
2013-04-02	AR01	08/03/13 NO MEMBER LIST
2013-04-02	TM01	APPOINTMENT TERMINATED, DIRECTOR MARY HOLBOROW
2012-08-31	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/12
2012-05-31	AP01	DIRECTOR APPOINTED MRS LAURA JONES
2012-04-05	AR01	08/03/12 NO MEMBER LIST
2011-12-05	AP01	DIRECTOR APPOINTED MR MALCOLM ELLIS BELL
2011-08-03	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/11
2011-05-05	TM01	APPOINTMENT TERMINATED, DIRECTOR CARLEEN KELEMEN
2011-04-01	AR01	08/03/11 NO MEMBER LIST
2010-12-16	MG01	PARTICULARS OF A MORTGAGE OR CHARGE / CHARGE NO: 2
2010-10-18	TM01	APPOINTMENT TERMINATED, DIRECTOR CAIRNS BOSTON
2010-10-05	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/10
2010-04-14	MEM/ARTS	ARTICLES OF ASSOCIATION
2010-04-14	RES01	ALTERATION TO MEMORANDUM AND ARTICLES 12/01/2010
2010-04-13	CC04	STATEMENT OF COMPANY'S OBJECTS
2010-04-08	AR01	08/03/10 NO MEMBER LIST
2010-04-08	AP01	DIRECTOR APPOINTED MS CARLEEN TINA KELEMEN
2010-04-08	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MONICA SUSAN READ / 08/04/2010
2010-04-08	CH01	DIRECTOR'S CHANGE OF PARTICULARS / LADY MARY CHRISTINA HOLBOROW / 08/04/2010
2010-04-08	CH01	DIRECTOR'S CHANGE OF PARTICULARS / KEITH BUNGAY / 08/04/2010
2010-04-08	CH01	DIRECTOR'S CHANGE OF PARTICULARS / PETER JOHN BRIENS / 08/04/2010
2009-08-02	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/09
2009-05-26	288c	DIRECTOR'S CHANGE OF PARTICULARS / MARY HOLBOROW / 01/02/2009
2009-04-03	363a	ANNUAL RETURN MADE UP TO 08/03/09
2009-04-02	288c	DIRECTOR'S CHANGE OF PARTICULARS / JACQUELINE EDWARDS / 30/11/2008
2009-04-02	288b	APPOINTMENT TERMINATED DIRECTOR PETER BARTLETT
2008-07-30	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/08
2008-03-26	363a	ANNUAL RETURN MADE UP TO 08/03/08
2008-03-25	288c	DIRECTOR'S CHANGE OF PARTICULARS / PETER BARTLETT / 25/03/2008
2008-01-21	MEM/ARTS	ARTICLES OF ASSOCIATION
2008-01-21	RES01	ALTERATION TO MEMORANDUM AND ARTICLES
2007-11-04	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/07
2007-03-29	363a	ANNUAL RETURN MADE UP TO 08/03/07
2006-08-14	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/06
2006-04-06	363s	ANNUAL RETURN MADE UP TO 08/03/06
2006-03-30	288a	NEW DIRECTOR APPOINTED
2005-08-01	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/05
2005-03-24	363(353)	LOCATION OF REGISTER OF MEMBERS ADDRESS CHANGED
2005-03-24	363s	ANNUAL RETURN MADE UP TO 08/03/05
2005-02-18	287	REGISTERED OFFICE CHANGED ON 18/02/05 FROM: HIGHER COOMBE PARK LEWDOWN OKEHAMPTON DEVON EX20 4QT
2004-11-23	395	PARTICULARS OF MORTGAGE/CHARGE
2004-09-16	288c	DIRECTOR'S PARTICULARS CHANGED
2004-06-18	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/04
2004-04-06	363s	ANNUAL RETURN MADE UP TO 08/03/04
2003-06-21	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/03
2003-04-11	363(288)	DIRECTOR'S PARTICULARS CHANGED
2003-04-11	363s	ANNUAL RETURN MADE UP TO 08/03/03
2002-12-10	288a	NEW DIRECTOR APPOINTED
2002-06-05	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/01/02
2002-04-17	363s	ANNUAL RETURN MADE UP TO 08/03/02
2002-01-23	288c	DIRECTOR'S PARTICULARS CHANGED
2002-01-23	288c	DIRECTOR'S PARTICULARS CHANGED
2002-01-23	288c	DIRECTOR'S PARTICULARS CHANGED
2002-01-22	288a	NEW DIRECTOR APPOINTED
2002-01-08	225	ACC. REF. DATE SHORTENED FROM 31/03/02 TO 31/01/02
2001-08-29	AA	GROUP OF COMPANIES' ACCOUNTS MADE UP TO 31/03/01
2001-08-21	288b	SECRETARY RESIGNED

Industry Information

SIC/NAIC Codes

02 - Forestry and logging

021 - Silviculture and other forestry activities

02100 - Silviculture and other forestry activities

81 - Services to buildings and landscape activities

813 - Landscape service activities

81300 - Landscape service activities

85 - Education

855 - Other education

85590 - Other education n.e.c.

93 - Sports activities and amusement and recreation activities

932 - Amusement and recreation activities

93290 - Other amusement and recreation activities n.e.c.

Licences & Regulatory approval

We could not find any licences issued to SOUTH WEST LAKES TRUST or authorisation from an industry specific regulator to operate. These may not be required.

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Risks

Legal Notices

No legal notices or events such as winding-up orders or proposals to strike-off have been issued

Fines / Sanctions

No fines or sanctions have been issued against SOUTH WEST LAKES TRUST

Liabilities

Mortgages / Charges

Total # Mortgages/Charges	2
Mortgages/Charges outstanding	2
Mortgages Partially Satisifed	0
Mortgages Satisfied/Paid	0

Details of Mortgagee Charges

Charge Type	Date of Charge	Charge Status	Mortgagee
DEED OF FLOATING CHARGE DEBENTURE	2010-12-16	Outstanding	THE ENGLISH SPORTS COUNCIL
MORTGAGE	2004-11-23	Outstanding	LLOYDS TSB BANK PLC

Intangible Assets

Patents

We have not found any records of SOUTH WEST LAKES TRUST registering or being granted any patents

Domain Names

We could not find the registrant information for the domain

Trademarks

We have not found any records of SOUTH WEST LAKES TRUST registering or being granted any trademarks

Income

Government Income

Government spend with SOUTH WEST LAKES TRUST

Government Department	Income Date	Transaction(s) Value	Services/Products
Devon County Council	2016-06-28	GBP £429	Rents & other landlord charges payable
Somerset County Council	2014-04-29	GBP £785	Miscellaneous Expenses
West Devon Borough Council	2014-03-18	GBP £500
Cornwall Council	2013-09-26	GBP £600
Cornwall Council	2013-09-03	GBP £667
West Somerset Council	2012-05-31	GBP £703
Devon County Council	2010-10-22	GBP £4,536

How is this useful? The company sells into the government and has the following income from government. This provides an indication of the sources of their revenue. This is unlikely to be a complete picture of their income from government sources since many councils and countries do not disclose this information or do so inconsistently. For example UK central government has a £ 25,000 transaction threshold which means it is possible for significant spend to not be disclosed. Where there are multiple transactions in a month, we consolidate daily transactions to provide an aggregate value for the month - the description will apply to the first transaction and the total may not reflect all spend on the description.

Outgoings

Business Rates/Property Tax

Business rates information was found for SOUTH WEST LAKES TRUST for 2 properties.

Authority	Premises Type	Premises Address	Business Rates/Tax Amount	Location Since
	Cafe	LAKESIDE VISITORS CENTRE ROADFORD LAKE BROADWOODWIDGER LIFTON, DEVON PL16 0RL	23,500
	Angling and Sailing Club	ROADFORD LAKE ANGLING & WATERSPORTS CENTRE LOWER GOODACRE, BROADWOODWIDGER LIFTON, DEVON PL16 0JL	12,500

How is this information useful? The business owns or operates from property which has a commercial designation. The company is liable for business rates / property tax liability and so provides an indication on some of the outgoings for the business and therefore the scale of the business. Some councils/authorities publish how long business rates have been paid since so provides an inidcator of how established the business is.

In the UK, the business is unlikely to be paying the number shown. Business rates is a complex system with many reliefs available. Some organisations have exemptions from payment - for example charities. To determine the exact liability, you would need to look at the valuation office report. This list is probably not a complete list of all properties since about 100 of the 443 UK local government councils publish information on business rate liabilities.

Government Grants / Awards

Technology Strategy Board Awards

The Technology Strategy Board has not awarded SOUTH WEST LAKES TRUST any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR

European Union CORDIS Awards

The European Union has not awarded SOUTH WEST LAKES TRUST any grants or awards.

Ownership

We could not find any group structure information

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