Finance Score: -3

Governance Score: 5

Support Score: 8

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

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 10

EPPING FOREST HERITAGE TRUST

We have a vision of Epping Forest being a thriving forest, rich in biodiversity, heritage and culture; enjoyed and conserved now and for generations to come. To achieve this we deliver work against our 3 strategic objectives to:1. educate and inspire people about the Forest2. do hands on work to conserve and grow the Forest3. protect the Forest through research and advocacy.

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

Regulatory & Governance issues to consider:

The Board is predominantly female
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

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		£40	£202	£-162	n/a	n/a	n/a	n/a	n/a	60
31/03/22		£71	£156	£-84	n/a	n/a	n/a	n/a	n/a	40
31/03/21		£24	£66	£-41	n/a	n/a	n/a	n/a	n/a	58
31/03/20		£59	£59	£0	n/a	n/a	n/a	n/a	n/a	60
31/03/19		£46	£64	£-19	n/a	n/a	n/a	n/a	n/a	52
31/03/18		£38	£36	£2	£0	£0	£0	n/a	0	0
31/03/17?		£37	£49	£-12	£0	£0	£0	n/a	0	0
31/12/15		£27	£28	£-1	£0	£0	£0	n/a	0	0
31/12/14		£30	£29	£1	£0	£0	£0	n/a	0	0
31/12/13		£24	£31	£-7	£0	£0	£0	n/a	0	0
31/12/12		£51	£64	£-13	£0	£0	£0	n/a	0	0
31/12/11		£40	£75	£-34	£0	£0	£0	n/a	0	0
31/12/10		£48	£77	£-29	£0	£0	£0	n/a	0	0
31/12/09		£35	£80	£-45	£0	£0	£0	n/a	0	0
31/12/08		£28	£81	£-53	£0	£0	£0	n/a	0	0
31/12/07		£38	£62	£-24	£0	£0	£0	n/a	0	0
31/12/06		£29	£72	£-43	£0	£0	£0	n/a	0	0
31/12/05	*	£26	£67	£-41	£0	£0	£0	n/a	0	0
31/12/04		£26	£55	£-29	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 46 years

www.efht.org.uk

enquiries@efht.org.uk

02085089061

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Essex, Throughout London,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
60 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
National Lottery Community Fund - Black and Muslim Community walks
£10,000	19/05/2023	The funding will be used to a series of targeted walks to encourage Black and Asian communities to enjoy the mental and physical benefits of walking in Epping Forest. The project will work with ....more The funding will be used to a series of targeted walks to encourage Black and Asian communities to enjoy the mental and physical benefits of walking in Epping Forest. The project will work with Black Girls Hike and Muslim Hikers to support new visitors to the Forest and encourage them to become regular users of this London green space.
National Lottery Heritage Fund - Grant to Epping Forest Heritage Trust
£48,200	26/09/2019	Raising the Game for Epping Forest’s Heritage
Co-Operative Group - Grant to Epping Forest Centenary Trust
£5,313	29/11/2017	Funding provides a stimulating programme for people with learning difficulties to discover, explore and increase love for Epping Forest.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-82

CAROLINE VICTORIA PANTLING Appointed: 2023, Occupation: Heritage Manager

DAVID ALEXANDER WILLIAM PITWOOD Appointed: 2023, Occupation: Chartered Accountant

GAIL SCOTT SPICER Appointed: 2023

JAMES PHILIP HARRINGTON Appointed: 2023, Occupation: Civil Servant

JOANNA CLARE BLACKMAN Appointed: 2023, Occupation: Councillor

ROSIE PERRY-GOSLING Appointed: 2023, Occupation: Strategy Director

JUDITH ADAMS MSC MBA (Chair), Occupation: Retired

JOSEPHINE HELEN KEDENS RICHARDSON Appointed: 2023, Occupation: Finance Director, Other trusteeship: GLOBAL LEGAL ACTION NETWORK (GLAN),

LOUISE VACHER Appointed: 2019, Occupation: Market Research

PATRICIA MOXEY Appointed: 2018, Occupation: Retired, Other trusteeship: ESSEX GARDENS TRUST,

Legal constitution

Charitable company registered in England & Wales on 08/02/1978, number: 275076
Registered at Companies House on 21/11/1977, number: 01339783

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR05: 8 days late,

Main office

WARREN LODGE
NURSERY ROAD
LOUGHTON
IG10 4RN

Objectives

TO SUPPORT FOR THE BENEFIT OF THE PUBLIC MEASURES FOR THE CONSERVATION OF THE NATURAL ASPECT, FEATURES AND ANIMAL AND PLANT LIFE OF EPPING FOREST. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE MEMORANDUM OF ASSOCIATION).

Defined Area of Benefit:

EPPING FOREST

Data Sources