Finance Score: 7

Governance Score: 8

Support Score: 14

Liabilities <10%: +3
Good reserves management: +3
Large legacies income: +1

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +14

Overall GiG Score: 29

THE WOODLAND TRUST

Our Objects are to conserve restore & re-establish trees & in particular broad leaved trees, plants and all forms of wildlife & thereby to secure & enhance the enjoyment by the public of the natural environment.Our vision is a UK rich in native woods & trees for people & wildlife. Life's better with trees strengthening the role of woods & trees in our landscapes & rekindling our love of them.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
This charity has received considerable income from legacies in recent years
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine

Established: 38 years

www.woodlandtrust.org.uk

enquiries@woodlandtrust.org.uk

0330 333 3300

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/05/23	£82,496	£69,501	£12,995	£11,297	£191,926	£40,187	6.9	557	3,687
31/05/22	£76,376	£68,647	£7,729	£9,893	£180,405	£35,908	6.3	575	3,409
31/05/21?	£87,485	£70,147	£17,338	£12,586	£173,829	£38,389	6.6	501	2,700
31/12/19	£56,082	£53,323	£2,759	£10,216	£153,257	£30,766	6.9	491	2,600
31/12/18	£44,618	£48,227	£-3,609	£9,464	£146,320	£28,717	7.1	469	2,589
31/12/17	£45,235	£45,250	£-15	£8,171	£151,428	£36,010	9.5	445	0
31/12/16	£49,587	£38,630	£10,957	£7,369	£149,943	£40,277	12.5	377	0
31/12/15	£37,502	£32,811	£4,691	£7,547	£137,268	£36,615	13.4	334	0
31/12/14	£38,139	£29,317	£8,822	£5,658	£132,615	£35,425	14.5	302	0
31/12/13	£33,397	£26,649	£6,748	£6,021	£123,548	£31,950	14.4	291	0
31/12/12	£31,878	£25,196	£6,682	£5,735	£114,985	£29,637	14.1	291	0
31/12/11	£26,997	£25,598	£1,399	£6,823	£107,601	£25,422	11.9	269	0
31/12/10	£25,577	£20,847	£4,730	£5,154	£106,985	£26,059	15	269	0
31/12/09	£25,558	£19,225	£6,333	£4,431	£101,140	£21,346	13.3	269	0
31/12/08	£29,731	£19,481	£10,250	£4,557	£93,614	£15,784	9.7	261	0
31/12/07	£27,049	£18,097	£8,953	£4,686	£85,721	£13,776	9.1	242	0
31/12/06	£20,730	£16,542	£4,188	£0	£0	£0	n/a	0	0
31/12/05	£20,105	£15,638	£4,467	£0	£0	£0	n/a	0	0
31/12/04	£16,488	£15,270	£1,217	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 15.1%
Fundraising Costs/Total Spending: 16.5%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 5%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 21%
Reserves/Spending: 6.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.7

Asset Split ?

Listed activities

Environment/Conservation/Heritage

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Gibraltar, Guernsey, Isle Of Man, Jersey, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

557 employees
3,687 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

Department for Environment, Food and Rural Affairs	£3,126,843
National Lottery Heritage Fund	£1,004,860
Esmee Fairbairn	£1,000,000
Garfield Weston Foundation	£800,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Woodland Trust
£94,886	07/09/2023	Mourne Park - 500 years of undiscovered natural heritage
National Lottery Heritage Fund - Grant to The Woodland Trust
£46,093	04/09/2023	#COED2 Brynau and Beyond
National Lottery Heritage Fund - Grant to The Woodland Trust
£88,238	30/08/2023	Cefn Morfydd
The Linbury Trust - Public engagement at Smithillsâ€™ -Woodland Trust
£120,000	20/06/2023	A grant over three years to help continue and develop public engagement at Smithillsâ€™ to support local peopleâ€™s mental and physical health in Bolton.
National Lottery Heritage Fund - Grant to The Woodland Trust
£196,643	19/05/2023	Developing the Strategic Framework for the Midlands Forest Network
Foundation Scotland - Grant to Woodland Trust
£100	10/03/2023	Anonymous donation from Foundation Scotland Donor
Department for Environment, Food and Rural Affairs - Dartmoor's Future Forests - Developing a local woodland economy
£14,850	01/04/2022	The Woods into Management Forestry Innovation Funds aim to stimulate the development and testing of new ideas that can help improve the ecological condition of woodlands, and their resilience to ....more The Woods into Management Forestry Innovation Funds aim to stimulate the development and testing of new ideas that can help improve the ecological condition of woodlands, and their resilience to climate change, via increased demand for wood and increased levels of woodland management.
Pears Foundation - Grant to The Woodland Trust
£300,000	25/03/2022	Pears #iwill Fund: Youth Re-imagined at the Woodland Trust
Rothschild Foundation - Grant to The Woodland Trust
£50,000	12/02/2022	Planting of a community woodland at Preston Candover in memory of Lord Sainsbury
Department for Environment, Food and Rural Affairs - Nature for Climate Fund Northern Forest Project
£3,057,115	13/09/2021	The project is a regional planting program, aiming to deliver 1387 hectares of biodiverse woodland under a number of key schemes over the four years leading up to the end date of March 2025.
Garfield Weston Foundation - Major Grants award
£500,000	23/04/2021	HELP US UNLOCK THE POTENTIAL OF MOURNE PARK, CO DOWN
Ministry for Housing, Communities and Local Government - Planning Delivery Fund
£14,640	19/04/2021	The Planning Delivery Fund was designed to support planning capacity and capability building (chiefly in local planning authorities, but also open to third sector organisations) in order to support ....more The Planning Delivery Fund was designed to support planning capacity and capability building (chiefly in local planning authorities, but also open to third sector organisations) in order to support the Government's objectives on building new homes
Esmee Fairbairn - Social investment Woodland Trust
£910,000	29/03/2021 24	An investment towards the purchase of land at Coombe Farm, Exmouth, Devon, as part of our Land Purchase Facility.
DCMS - GRCF2020: Ancient woods and trees - delivering landscape recovery and ecological resilience
£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.
Esmee Fairbairn - Grant to Woodland Trust
£90,000	02/11/2020 12	Towards Project costs towards 6 commemorative groves across the four UK countries, as part of Esmee's 60th Birthday Tree-Planting initiative
National Lottery Heritage Fund - Grant to The Woodland Trust
£232,000	09/09/2020	COVID19: Woodland Trust
Department for Environment, Food and Rural Affairs - GRANT: Tree Planting with Schools
£54,878	01/04/2020	To fund the Woodland Trust (WT) to plant an additional 400,000 trees with schools over the next four years (2016/17 to 19/20). This is part of the SoS public commitment for 1m trees to be planted ....more To fund the Woodland Trust (WT) to plant an additional 400,000 trees with schools over the next four years (2016/17 to 19/20). This is part of the SoS public commitment for 1m trees to be planted with schools in England by 2020, and builds-on first phase activity (2015/16 pilot scheme which elivered 35,400 trees in partnership with WT). This will give thousands of schoolchildren across England the chance to connect with nature and the environment through planting and learning about trees, and to play a direct role in making their school grounds and local communities cleaner and greener.
Ministry for Housing, Communities and Local Government - PLANNING DELIVERY FUND
£78,930	01/04/2020	The Planning Delivery Fund was designed to support planning capacity and capability building (chiefly in local planning authorities, but also open to third sector organisations) in order to support ....more The Planning Delivery Fund was designed to support planning capacity and capability building (chiefly in local planning authorities, but also open to third sector organisations) in order to support the Government's objectives on building new homes
National Lottery Heritage Fund - Grant to The Woodland Trust
£347,000	04/03/2020	Lost Woods of the Low Weald and Downs
Greater London Authority - Grant to The Woodland Trust
£493,082	30/10/2019	Woodland creation
Greater London Authority - The Woodland Trust
£99,990	25/09/2019	Free tree prize giveaway
Garfield Weston Foundation - Major Grants award
£300,000	28/06/2019	Breathing Life Back into Ausewell Wood
Department for Environment, Food and Rural Affairs - GRANT: Tree Planting with Schools
£338,534	01/04/2019	To fund the Woodland Trust (WT) to plant an additional 400,000 trees with schools over the next four years (2016/17 to 19/20). This is part of the SoS public commitment for 1m trees to be planted ....more To fund the Woodland Trust (WT) to plant an additional 400,000 trees with schools over the next four years (2016/17 to 19/20). This is part of the SoS public commitment for 1m trees to be planted with schools in England by 2020, and builds-on first phase activity (2015/16 pilot scheme which elivered 35,400 trees in partnership with WT). This will give thousands of schoolchildren across England the chance to connect with nature and the environment through planting and learning about trees, and to play a direct role in making their school grounds and local communities cleaner and greener.
Department for Environment, Food and Rural Affairs - State Aid Funded (Measure 08)
£62,703	01/04/2019	This measure covers grants for investments in forest area development and improvement of the viability of forests under Countryside Productivity and ESIF Growth Programme.Forest areas supported under ....more This measure covers grants for investments in forest area development and improvement of the viability of forests under Countryside Productivity and ESIF Growth Programme.Forest areas supported under this Measure must be managed in accordance with the UKFS. All holdings over 10 ha must have an approved woodland management plan in place. The measure supports investments in modernising forestry technologies; improving resilience, environmental value and mitigation potential of forest ecosystems; achieving nature, biodiversity and wider ecosystem services objectives; adapting to climate change; forest protection; and creating new woodland and forested areas (except short rotation coppice, Christmas trees and fast growing trees for energy production).State or publicly owned land is not eligible for maintenance payments even if the holder is a private body or individual.RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£12,870	01/04/2019	This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment Countryside Stewardship and Environmental Stewardship schemes offered under the previous RD programme.The measure funds activities intended to deliver environmental land management priorities contributing to EnglandÃs Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change.Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified.RPA administers for measures in England.
Pears Foundation - Grant to The Woodland Trust
£1,500,000	15/11/2018 52	Pears #iwill Fund: Creation of the Young People's Forest, Derbyshire
Department for Environment, Food and Rural Affairs - New Northern Forest
£2,688,439	19/10/2018	This will deliver accessible community woodland to a large swathe of England (NF runs along the M62 corridor spanning more than 120 miles between the cities of Bradford, Leeds, Manchester and ....more This will deliver accessible community woodland to a large swathe of England (NF runs along the M62 corridor spanning more than 120 miles between the cities of Bradford, Leeds, Manchester and Liverpool) and at the same time help us to meet our statutory carbon budget requirements. This area has an increasing population, meaning that future generations will benefit from this new forest. We will make sure that landowners, farmers and key forestry stakeholders help lead the work, and that it balances the various environmental, social and economic benefits of forestry.
Department for Environment, Food and Rural Affairs - Northern Forest
£1,900,000	18/10/2018	'kick-start' investment funding to help the Northern Forest (NF) create new woodlands and develop/pilot innovative approaches to unlock further investment necessary to bring forward more large-scale ....more 'kick-start' investment funding to help the Northern Forest (NF) create new woodlands and develop/pilot innovative approaches to unlock further investment necessary to bring forward more large-scale planting schemes across the NF and achieve their long-term vision to plant 50m trees by 2043.
Pears Foundation - Grant to The Woodland Trust
£500,000	23/09/2018 12	The Young People's Forest, Derbyshire
Greater London Authority - London QCC Project
£153,421	17/09/2018	To deliver the London QCC project which will deliver 24000 trees to 12000 households across London in November 2018.
National Lottery Heritage Fund - Grant to The Woodland Trust
£41,900	14/09/2018	Planning the Northern Forest
Esmee Fairbairn - Social investment Woodland Trust
£975,000	21/08/2018 24	An investment towards the purchase of Ausewell Woods, Devon via our Land Purchase Facility.
Environmental Finance - Conservation of the natural environment
£1,700,000	18/07/2018
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£9,552	01/04/2018	This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There ....more This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There are 5 different conversion payments available for different farming systems: Rotational Land; Improved Permanent Pasture; Unimproved Permanent Pasture; Horticulture; and Top Fruit.This measure aims to fund organic conversion and maintenance by active farmers and builds on existing conversion and maintenance support under the previous RD programme Environmental Stewardship (Organic Higher Level and Entry Level Stewardship) elements.Activities funded under this measure support farmers wishing to convert to and maintain organic farming systems for environmental benefits. Investments contribute to meeting Englands Biodiversity 2020 goals and legal obligations under the Habitats and Species and Water Framework Directives. Support also aims to deliver the main objectives on biodiversity and the water environment (including flood management).RPA administers for measures in England.
Ministry of Defence - ALB - Armed forces Covenant Fund Trust- Covenent Fund
£20,000	01/04/2018	Armed Forces Covenant Local Grants for local projects that support community integration or local delivery of services.
National Lottery Heritage Fund - Grant to The Woodland Trust
£536,300	13/03/2018	Faughan Valley’s ancient woodland - from fragments to thriving forests
National Lottery Heritage Fund - Grant to The Woodland Trust
£70,000	14/12/2017	The Charter for Trees, Woods and People
National Lottery Heritage Fund - Grant to The Woodland Trust
£492,900	30/11/2017	Reconnecting Grantham to its historic landscape
National Lottery Heritage Fund - Grant to The Woodland Trust
£30,500	25/08/2017	Coed Ffos Las – Uncovering A Community’s First World War Heritage
Department for Environment, Food and Rural Affairs - Land Acquisition Grant
£388,500	19/07/2017	TBC
Esmee Fairbairn - Grant to Woodland Trust
£43,725	17/06/2016 12	Towards the development of a new investment model aimed at sustainable woodland creation and restoration at scale in partnership with RSPB.
Environmental Finance - Conservation of the natural environment
£2,000,000	31/12/2015	All Groups
National Lottery Heritage Fund - Grant to Woodland Trust Scotland
£63,900	30/11/2015	The Croft Woodlands Project: protecting Scotland’s rural heritage
Greater London Authority - Grant to The Woodland Trust
£15,000	18/11/2015	To fund free tree packs for London schools
National Lottery Heritage Fund - Grant to The Woodland Trust
£1,983,700	02/06/2015	Smithills – A vision for a resilient landscape
Dulverton Trust - the Centenary Woods Project in Gloucestershire
£6,000	04/02/2015	the Centenary Woods Project in Gloucestershire
National Lottery Heritage Fund - Grant to The Woodland Trust
£68,800	20/06/2014	Penn and Common Woods - Bringing History to Life
Esmee Fairbairn - Social investment Woodland Trust
£2,000,000	24/04/2014	An investment in Winter Hill, as part of the Land Purchase Facility with the aim of delivering and demonstrating a resilient-tree landscape relevant to local communities that fulfils economic, ....more An investment in Winter Hill, as part of the Land Purchase Facility with the aim of delivering and demonstrating a resilient-tree landscape relevant to local communities that fulfils economic, environmental and social benefits.
National Lottery Heritage Fund - Grant to The Woodland Trust
£794,900	04/03/2014	Bringing Fingle Woods Back to Life
Esmee Fairbairn - Social investment Woodland Trust
£845,000	03/06/2013	An investment in the purchase of Halls Cleave Wood, Fingle Woodlands in Moretonhampstead, Devon.
Dulverton Trust - the Jubilee Woods Project
£30,000	15/02/2012	the Jubilee Woods Project
Esmee Fairbairn - Social investment Woodland Trust
£460,000	20/10/2009	An investment in the purchase and short term ownership of Maryland / Overtoun Farm at Dumbarton, Scotland until Woodland Trust are able to purchase.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 27-75

AMBER KAUR THIARA Appointed: 2023, Occupation: Deputy Head Of Social Media

ANDREW LEIGH BRYANT Appointed: 2020, Occupation: Managing Director

BARONESS YOUNG OF OLD SCONE BARBARA SCOTT YOUNG (Chair) Appointed: 2016, Occupation: Member Of The House Of Lords

BRIONY LEIGH NESBITT Appointed: 2023, Occupation: Youth Campaign Coach

CHRISOSTOMOS ZISSIS Appointed: 2020, Occupation: Chief Information Officer

DAVID ROBERT SADDINGTON Appointed: 2023, Occupation: Consultant, Other trusteeship: WE ARE FAMILY FOUNDATION,

DR FAY MARGARET COOKE Appointed: 2018, Occupation: Chartered Accountant

DR JULIA SUZANNA KNIGHTS Appointed: 2023, Occupation: Deputy Director, Other trusteeship: PLANTLIFE INTERNATIONAL-THE WILD PLANT CONSERVATION CHARITY,

JULIA MARY SMITHIES Appointed: 2017, Occupation: Retired

JAMES FREDERICK OGILVIE Appointed: 2018, Occupation: Chartered Forester

MARK ROBIN PRESTON Appointed: 2019, Occupation: Chief Executive

SALLY KATHERINE BENTHALL MA CANTAB Appointed: 2017, Other trusteeship: LANDWORKS,

STEPHEN JAMES HORLEY Appointed: 2020, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 20/05/1986, number: 294344
Registered at Companies House on 27/01/1986, number: 01982873

Gift Aid

Registered with HMRC for Gift Aid

Event History

12/06/2020 - Asset transfer in from REFORESTATION AND BIODIVERSITY CONSERVATION TRUST
14/05/2021 - Asset transfer in from THE GUTHRIE ESSAME CHARITABLE TRUST
20/09/2023 - Asset transfer in from BJSS ENVIRONMENTAL AND EDUCATIONAL TRUST
24/01/2024 - Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST

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; all on time

Recent reorganisation events:

Asset transfer in from REFORESTATION AND BIODIVERSITY CONSERVATION TRUST on 12/06/2020
Asset transfer in from THE GUTHRIE ESSAME CHARITABLE TRUST on 14/05/2021
Asset transfer in from BJSS ENVIRONMENTAL AND EDUCATIONAL TRUST on 20/09/2023
Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST on 24/01/2024

Main office

The Woodland Trust
Kempton Way
GRANTHAM
NG31 6LL

Objectives

TO CONSERVE, RESTORE AND RE-ESTABLISH TREES, IN PARTICULAR BROAD-LEAVED TREES, PLANTS AND ALL FORMS OF WILD LIFE IN THE UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND AND THEREBY TO SECURE AND ENHANCE THE ENJOYMENT BY THE PUBLIC OF THE NATURAL ENVIRONMENT OF THOSE TERRITORIES.

Defined Area of Benefit:

UNITED KINGDOM.

Data Sources