Finance Score: -1

Governance Score: 9

Support Score: 5

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +2
Reasonable growth: +1
Fundraising costs high: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 13

HEART OF ENGLAND FOREST

To establish, maintain and preserve, ideally a contiguous forest or a forest connected by corridor for the benefit of the public in the ancient borders of the Forest of Arden to the Vale of Evesham (The Heart of England). To engage in the education of the general public and for research relating to the promulgation of trees, woodlands,and wildlife and their habitats in the Heart of England.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received more than half of its income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £209,915,000 available, equivalent to 447 months of spending and so may not be able to utilise additional funding
Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£6,947	£5,631	£1,316	£652	£210,778	£209,915	447.3	66	526
31/03/22		£5,138	£4,037	£1,101	£1,020	£217,910	£217,976	647.9	50	785
31/03/21		£4,340	£3,308	£1,032	£1,193	£206,311	£206,004	747.3	35	765
31/03/20		£25,335	£3,180	£22,155	£1,192	£176,527	£176,474	665.9	30	713
31/03/19		£9,337	£2,443	£6,894	£1,191	£164,391	£164,372	807.4	26	632
31/03/18?		£131,352	£5,348	£126,005	£1,299	£150,360	£150,348	337.4	20	0
31/12/16	*	£16,684	£1,685	£14,999	£846	£24,404	£24,389	173.7	13	0
31/12/15		£5,125	£987	£4,138	£603	£8,981	£8,981	109.2	6	0
31/12/14		£2,918	£1,241	£1,677	£132	£4,843	£4,843	46.8	1	0
31/12/13		£1,276	£175	£1,101	£45	£3,166	£3,166	216.9	1	0
31/12/12		£164	£117	£47	£0	£0	£0	n/a	0	0
31/12/11		£1,440	£107	£1,333	£105	£2,018	£2,018	226.9	0	0
31/12/10		£77	£60	£17	£0	£0	£0	n/a	0	0
31/12/09		£157	£63	£93	£0	£0	£0	n/a	0	0
31/12/08		£110	£42	£68	£0	£0	£0	n/a	0	0
31/12/07		£126	£80	£46	£0	£0	£0	n/a	0	0
31/12/06	*	£22	£62	£-40	£0	£0	£0	n/a	0	0
31/12/05		£65	£78	£-13	£0	£0	£0	n/a	0	0
31/12/04	*	£64	£47	£18	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 24.8%
Fundraising Costs/Total Spending: 11.6%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 0%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 447.3 months
Net Current Assets/Spending: 21 months
Quick Ratio: 4.6

Asset Split ?

Established: 21 years

www.heartofenglandforest.org

info@heartofenglandforest.org

01789 778541

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Land or water management

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Warwickshire, Worcestershire,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

66 employees
526 volunteers

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Heart of England Forest
£2,816	22/10/2022	We provide opportunities for young people to learn, volunteer and forge a strong connection to nature to encourage future Forest guardians who will care for the Forest for years to come.
DCMS - GRCF2021: Growing Future Forest Guardians
£124,850	21/06/2021	Working with children, young people and adults from disadvantaged areas, including those out of work, with learning disabilities, or disproportionately affected by Covid-19 through job loss or ....more Working with children, young people and adults from disadvantaged areas, including those out of work, with learning disabilities, or disproportionately affected by Covid-19 through job loss or interrupted education, to restore and enhance 21.4ha of ancient semi natural woodland, grassland and wetland at Gorcott Hill in the Heart of England Forest, this project will conserve and restore nature, benefiting nationally threatened wildlife species, provide nature-based solutions for carbon sequestration and connect young people with nature.We will deliver:Bespoke Forest Learning Programmes to improve connections to the natural world and develop skills, working with 7 new schools, delivering 1000 child visitsVolunteering Programme developing skills and pathways into employment in the natural heritage sector, providing opportunities for 58 young people and adults.Putting their new skills into practice, children, young people and disadvantaged adults will bring this neglected site back to life, creating essential habitat for pollinators and for aquatic species, attracting insectivorous birds addressing declines in woodland species and delivering nature-based solutions for climate change, creating a vital link in the Nature Recovery Network, and forging a long lasting relationship with nature.Our project will create 2 sustainable FTE jobs and is ready to deliver.
DCMS - GRCF2020: Green Recovery in the Heart of England
£250,000	25/11/2020	Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and ....more Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and retaining a range of jobs. It is open to environmental charities and their partners to deliver projects in England.The aim of the fund is to support projects that are ready to deliver and focus on nature restoration, nature-based solutions and connecting people with nature, delivering against the goals of the Governments 25 Year Environment Plan (25YEP), whilst helping to sustain and build capacity in the sector.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 36-60

DAVID THROUP Appointed: 2023, Occupation: Retired

DR SHARON REDROBE Appointed: 2023, Occupation: Consultant

REBECCA DONNELLY Appointed: 2023, Occupation: Chartered Accountant

ANTHONY CHARLES BURTON CBE, Other trusteeships: THE ENGLISH STAGE COMPANY LIMITED, THE DEATH PENALTY PROJECT CHARITABLE TRUST,

ANTHONY STEVEN PRICE Appointed: 2018, Occupation: Director

ALISON HUNTER Appointed: 2014, Occupation: Hr Director

ASA GURDEN Appointed: 2020, Occupation: Head Of Scout Adventures, Other trusteeships: THE INSTITUTE FOR OUTDOOR LEARNING, LOW MILL OUTDOOR EDUCATION CENTRE CIO,

DOREEN MASSEY Appointed: 2020, Occupation: Chartered Accountant

NICOLA MARY CORBISHLEY Appointed: 2018, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 17/04/2003, number: 1097110
Registered at Companies House on 23/10/2001, number: 04309564

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
Investment
Paying staff
Risk management
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
Volunteer management

Filing Record

19 returns made; AR16: 13 days late, AR06: 72 days late, AR04: 9 days late,

Main office

COLLETTS FARM
DORSINGTON
STRATFORD-UPON-AVON
CV37 8AU

Objectives

THE OBJECTS OF THE CHARITY ARE: (I) TO ESTABLISH, MAINTAIN AND PRESERVE, IDEALLY A CONTIGUOUS FOREST OR ELSE A FOREST EVENTUALLY CONNECTED BY CORRIDOR (INCLUDING THE ACQUISITION OF NEW LAND, WOODLANDS, AND WETLANDS) FOR THE BENEFIT OF THE PUBLIC, STRETCHING FROM THE ANCIENT BORDERS OF THE FOREST OF ARDEN TO THE EDGE OF THE VALE OF EVESHAM (THE HEART OF ENGLAND), (II) TO ENGAGE IN THE PLANTATION, RE-PLANTATION, CULTIVATION, CONSERVATION, PROTECTION, PRESERVATION AND RESTORATION OF TREES, WOODLANDS, WET LANDS AND PLANT LIFE IN THE HEART OF ENGLAND FOR THE PURPOSES OF MAINTAINING THIS NATURAL HABITAT AND FOR ENSURING THAT IT BENEFITS BOTH THE PUBLIC AND THE NATIVE NATURAL WILDLIFE (AND ENSURING THE SURVIVAL OF ENDANGERED SPECIES) THAT LIVE IN AND AROUND THIS FORESTED AREA, AND (III) THE EDUCATION OF THE GENERAL PUBLIC BOTH FOR GENERAL PURPOSES AND FOR SPECIFIC SCIENTIFIC RESEARCH RELATING TO THE PROMULGATION OF KNOWLEDGE AND APPRECIATION OF TREES, WOODLANDS, WETLANDS AND WILDLIFE AND THEIR HABITATS IN THE HEART OF ENGLAND REGION. TO USE PARTS OF THE FOREST TO PROMOTE: I) RECREATION AND LEISURE WITH THE JOINT OBJECTIVES OF ADVANCING THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT AND IMPROVING THE CONDITIONS OF LIFE FOR THE BENEFIT OF THE PUBLIC; AND II) ART (BY HOSTING DISPLAYS AND EVENTS) WITH THE JOINT OBJECTIVES OF ADVANCING THE EDUCATION IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC AS WELL AS IN THE ARTS.?

Defined Area of Benefit:

WARWICKSHIRE.

Data Sources