THE SHERWOOD FOREST TRUST | Charity Factsheet

Finance Score: -1

Governance Score: 3

Support Score: 6

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Dynamic board: +3

Grant maker support: +6

Overall GiG Score: 8

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Financial issues to consider:

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

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		£235	£242	£-7	n/a	n/a	n/a	n/a	n/a	55
31/03/22		£233	£200	£33	n/a	n/a	n/a	n/a	n/a	55
31/03/21		£209	£102	£107	n/a	n/a	n/a	n/a	n/a	35
31/03/20		£79	£118	£-39	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£93	£121	£-28	n/a	n/a	n/a	n/a	n/a	5
31/03/18		£165	£182	£-16	£0	£0	£0	n/a	0	0
31/03/17	*	£150	£165	£-15	£0	£0	£0	n/a	0	0
31/03/16		£175	£202	£-27	£0	£0	£0	n/a	0	0
31/03/15	*	£110	£183	£-73	£0	£0	£0	n/a	0	0
31/03/14		£59	£133	£-75	£0	£0	£0	n/a	0	0
31/03/13		£194	£219	£-25	£0	£0	£0	n/a	0	0
31/03/12		£122	£182	£-60	£0	£0	£0	n/a	0	0
31/03/11		£175	£210	£-35	£0	£0	£0	n/a	0	0
31/03/10		£218	£236	£-18	£0	£0	£0	n/a	0	0
31/03/09		£226	£240	£-13	£0	£0	£0	n/a	0	0
31/03/08		£363	£202	£161	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 17 years

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Derbyshire, Nottingham City, Nottinghamshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
55 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£161,100
DCMS	£91,250
National Lottery Community Fund	£6,540

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - The Major Oak Woodland Festival 2023
£6,540	28/03/2023	The funding will be used to support the annual Major Oak Festival a free fun weekend outdoor event – this year themed to mark the King’s Coronation. It will provide entertainment from ....more The funding will be used to support the annual Major Oak Festival a free fun weekend outdoor event – this year themed to mark the King’s Coronation. It will provide entertainment from storytellers to guided woodland walks and teach the importance of trees and historic woodlands.
DCMS - GRCF2020 - Sherwood Forest's Truth - Woods, Heathlands and People
£91,250	11/11/2020	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.
National Lottery Heritage Fund - Grant to The Sherwood Forest Trust
£10,000	30/07/2020	COVID19: The Sherwood Forest Trust
National Lottery Heritage Fund - Grant to The Sherwood Forest Trust
£151,100	26/11/2019	The Spirit of Wartime Sherwood
National Lottery Community Fund - Sherwood Forest ? Connecting Our Communities
£9,900	12/06/2018 12	This funding will be used to celebrate a local forest which is of historical significance.
National Lottery Heritage Fund - Grant to The Sherwood Forest Trust
£70,800	16/02/2017	Building our Resilience - Next Steps
National Lottery Heritage Fund - Grant to The Sherwood Forest Trust
£52,700	18/03/2015	The Sherwood Forest Trust - Building Our Resilience
National Lottery Community Fund - Discover King Johns Palace
£42,100	27/11/2014 12	Not Available

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANDY JEFFCUTT Appointed: 2022

DANIEL MOTTISHAW Appointed: 2023

ERIN CROWE Appointed: 2021

JOHN MALCOLM PECK Appointed: 2021

LOUISE LUCY HACKETT Appointed: 2020

SCOTT PAUL CARLTON Appointed: 2022

ANDREW JOHN STATHAM Appointed: 2014, Occupation: Director Of Community, N&Sdc

CARL CORNISH Appointed: 2014, Occupation: Conservation Officer

HENRY FARR, Occupation: Farmer

JENNIFER EVELYN TURNER Appointed: 2017, Occupation: Development Manager

ROBERT JOHN BEALBY, Occupation: Farm Director

TIMOTHY ROWLAND HILL Appointed: 2017, Occupation: Retired

Legal constitution

registered in England & Wales on 12/06/2007, number: 1119614

Gift Aid

NOT 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

16 returns made; AR17: 1 days late, AR15: 1 days late,

Data Sources