Overall GiG Score: 10 based on 11 data points

Finance: -3

Governance: 4

Support: 9

(no PartB)
Strong growth: +2, Multiple Deficits and declines: -5,

No volunteer policy: -2, Good trustee age range: +3, Dynamic board: +3,

Large volunteers +3, Supporters: +6

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
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

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

Established: 25 years

www.ancienttreeforum.org.uk

admin@ancienttreeforum.co.uk

07897709652

Charity Commission for England and Wales

This Charity did not raise funds from the public in its latest financial period

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23	£115,691	£136,834	£-21,143	56
31/03/22	£149,349	£145,098	£4,251	36
31/03/21	£68,071	£90,922	£-22,851	100
31/03/20	£147,849	£121,665	£26,184	100
31/03/19	£122,912	£88,263	£34,649	100
31/03/18	£108,577	£80,426	£28,151	0
31/03/17	£83,637	£60,479	£23,158	0
31/03/16	£64,145	£59,356	£4,789	0
31/03/15	£71,596	£81,705	£-10,109	0
31/03/14	£43,649	£47,140	£-3,491	0
31/03/13	£38,859	£29,243	£9,616	0
31/03/12	£2,798	£3,199	£-401	0
31/03/11	£1,504	£1,098	£406	0
31/03/10	£1,940	£1,643	£297	0
31/03/09	£13,008	£4,749	£8,259	0
31/03/08	£5,055	£907	£4,148	0
31/03/07	£34,459	£4,705	£29,754	0
31/03/06	£11,460	£4,475	£6,985	0
31/03/05	£3,626	£3,727	£-101	0
31/03/04	£8,405	£6,540	£1,865	0

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No information about staff salaries has been filed, which means that no-one was paid more than £60,000 in the latest financial year

What it does

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

Who works here?

56 volunteers

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

How it operates

Provides advocacy/advice/information
Provides human resources

Where it operates

Throughout England And Wales,

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

John Ellerman Foundation	£90,000
Esmée Fairbairn Foundation	£86,867
Garfield Weston Foundation	£25,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation
£25,000	22/04/2022	Ancient Tree Forum - Strategy Success 2022-2025
Esmée Fairbairn Foundation
£60,000	20/10/2020 12	Towards Unrestricted core costs to locate and protect ancient trees, engaging people to connect with nature.
Esmée Fairbairn Foundation
£26,867	12/05/2020 6	towards unrestricted core costs as a COVID-19 Fast Response grant
John Ellerman Foundation
£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
Esmée Fairbairn Foundation
£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 ....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
Esmée Fairbairn Foundation
£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.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 37-69

CHERYL DUERDEN Appointed: 2022, Occupation: Trustee, Other trusteeship: HAKEFORD WOODS,

DR DAVID WALLACE-HARE Appointed: 2022, Occupation: Trustee

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

LUMINITA HOLBAN Appointed: 2021, Occupation: Charity Worker, Other trusteeship: WILDFOWL AND WETLANDS TRUST,

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

TIMOTHY ROWLAND HILL Appointed: 2016, Occupation: Retired, Other trusteeship: THE SHERWOOD FOREST TRUST,

VIKKI-JANE BENGTSSON Appointed: 2020, Occupation: Ecologist/Nature Conservation Consultant

Legal constitution

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

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