Finance Score: 2

Governance Score: -1

Support Score: 10

Strong growth: +2
Multiple Deficits and declines: -5
Future income +5
No PartB

No volunteer policy: -2
Narrow trustee age band: -2
Dynamic board: +3

Large volunteer base +3
Overall weighted support: +7

Overall GiG Score: 11

ANCIENT TREE FORUM

to promote the protection and preservation of ancient trees, and their associated wildlife, for the benefit of the public;

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£116	£137	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£149	£145	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£68	£91	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£148	£122	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£123	£88	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£109	£80	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£84	£60	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£64	£59	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£72	£82	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£44	£47	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£39	£29	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£2	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£13	£5	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£5	£1	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£34	£5	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£11	£4	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£8	£7	£2	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 26 years

www.ancienttreeforum.org.uk

admin@ancienttreeforum.co.uk

07897709652

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides advocacy/advice/information
Provides human resources

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£40,000	21/12/2023 24	Strategy Success 2: 2024-2027 (for core costs)
Garfield Weston Foundation - Main Grants award
£25,000	22/04/2022	Ancient Tree Forum - Strategy Success 2022-2025
Esmee Fairbairn - Grant to Ancient Tree Forum (ATF)
£60,000	20/10/2020 12	Towards Unrestricted core costs to locate and protect ancient trees, engaging people to connect with nature.
Esmee Fairbairn - Grant to Ancient Tree Forum (ATF)
£26,867	12/05/2020 6	towards unrestricted core costs as a COVID-19 Fast Response grant
John Ellerman Foundation - salary of the CEO
£90,000	25/07/2019 36	Towards the salary of a new CEO to develop their work specialising in the conservation of ancient and veteran trees and their habitats
Esmee Fairbairn - Grant to Ancient Tree Forum (ATF)
£138,388	11/10/2017 36	Towards salary and other costs of the development officer, and additional support to build the organisation’s capacity to support the conservation of ancient and veteran trees, through increasing best practice in management and encouraging more ....more Towards salary and other costs of the development officer, and additional support to build the organisation’s capacity to support the conservation of ancient and veteran trees, through increasing best practice in management and encouraging more public eng
Esmee Fairbairn - Grant to Ancient Tree Forum (ATF)
£110,100	13/11/2013	Towards core costs, to allow the organisation to become self-sufficient and advance efforts to locate, protect and manage ancient trees in the UK.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 40-56

CHERYL SILVAWOOD Appointed: 2022, Occupation: Trustee

LUKE BARLEY Appointed: 2021, Occupation: National Trees And Woodland Adviser

LUMINITA HOLBAN Appointed: 2021, Occupation: Charity Worker

MATTHEW SEARLE Appointed: 2022, Occupation: Trustee

MICHELLE DOYLE WILDMAN Appointed: 2022

PHILIP ALLEN TODD Appointed: 2019, Occupation: Director

RICHARD POWELL OBE (Chair) Appointed: 2023

THOMAS HILL Appointed: 2023, Occupation: Trees & Woodland Adviser

Legal constitution

Charitable company registered in England & Wales on 14/08/1998, number: 1071012
Registered at Companies House on 10/06/1998, number: 03578609

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR09: 30 days late, AR05: 250 days late, AR04: 829 days late,

Recent reorganisation events:

Asset transfer in from ECOTRANSYLVANIA on 23/06/2022

Main office

85 Great Portland Street
First Floor
London
W1W 7LT

Objectives

TO PROMOTE THE PROTECTION AND PRESERVATION OF ANCIENT AND OTHER VETERAN TREES, AND THEIR ASSOCIATED WILDLIFE, FOR THE BENEFIT OF THE PUBLIC TO PROMOTE STUDY AND RESEARCH IN THE BIOLOGY, ECOLOGY AND CONSERVATION OF ANCIENT AND OTHER VETERAN TREES AND THEIR ASSOCIATED WILDLIFE AND TO DEVELOP THE BEST TECHNIQUES FOR THEIR CONSERVATION TO PUBLISH AND DISSEMINATE INFORMATION ON ANCIENT AND OTHER VETERAN TREES AND THEIR ASSOCIATED WILDLIFE, AND ON TECHNIQUES FOR THEIR MANAGEMENT AND CONSERVATION TO FOSTER UNDERSTANDING AND APPRECIATION OF THE BIOLOGICAL, CULTURAL, HISTORIC AND AESTHETIC VALUE OF ANCIENT AND OTHER VETERAN TREES

Defined Area of Benefit:

NOT DEFINED

Data Sources

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