Finance Score: -5

Governance Score: -3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Static board: -3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: -3

SURREY HEATH TREE WARDENS

Surrey Heath Tree Wardens:Runs Events to foster community involvement in providing support and care for Trees and the EnvironmentProvides advice and education on the value of Trees and Tree ProtectionFosters the growing and planting of TreesThrough our volunteers acts to improve woodlands, green Spaces and other areas

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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 gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board composition appears to be rather static

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

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
31/12/23		£0	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£2	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19?		£3	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
01/12/18	*	£2	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 6 years

https://surreyheathtreewardens.org/

chairmanshtw@gmail.com

07711228505

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Surrey,

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

JERRY BROWNLEE Appointed: 2018

PHIL GREEN Appointed: 2018

SAVITRI KEGGE Appointed: 2018

TIMOTHY JOHN BRITT SEARLE Appointed: 2018

TREFOR IAN JAMES HOGG (Chair) Appointed: 2018

YVETTE ELLEN JONES Appointed: 2018

Legal constitution

Charity registered in England & Wales on 22/05/2018, number: 1178478

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management

Filing Record

6 returns made; AR18: 37 days late,

Main office

23 Larchwood Glade
CAMBERLEY
GU15 3UW

Objectives

THE OBJECTS OF THE CIO ARE:-TO PROMOTE FOR THE BENEFIT OF THE PUBLIC IN SURREY HEATH AND NEIGHBOURING AREAS THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY PROMOTING BIOLOGICAL DIVERSITY. -TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT. NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.