Finance Score: 0

Governance Score: 1

Support Score: 10

No PartB

Only 3 Trustees: -2
Gender balanced board: +3

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 11

FOREST SCHOOL FUND

To advance the education of the pupils of The Forest School by providing or assisting the provision of education, recreational and other charitable faciliities in augmentation of such facilities financed by the LA.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

There are only 3 trustees
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
There has been a change of accounting period recently, so trends may be hard to determine

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
31/08/23		£82	£67	£15	n/a	n/a	n/a	n/a	n/a	50
31/08/22		£29	£118	£-89	n/a	n/a	n/a	n/a	n/a	0
31/08/21?		£196	£59	£137	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£11	£7	£4	n/a	n/a	n/a	n/a	n/a	0
31/03/19	*	£7	£3	£4	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£17	£10	£7	£0	£0	£0	n/a	0	0
31/03/17		£12	£43	£-31	£0	£0	£0	n/a	0	0
31/03/16		£40	£13	£28	£0	£0	£0	n/a	0	0
31/03/15		£21	£9	£12	£0	£0	£0	n/a	0	0
31/03/14		£8	£6	£2	£0	£0	£0	n/a	0	0
31/03/13		£12	£38	£-26	£0	£0	£0	n/a	0	0
31/03/12		£23	£18	£5	£0	£0	£0	n/a	0	0
31/03/11		£17	£22	£-5	£0	£0	£0	n/a	0	0
31/03/10		£24	£26	£-2	£0	£0	£0	n/a	0	0
31/03/09		£30	£16	£14	£0	£0	£0	n/a	0	0
31/03/08		£22	£26	£-4	£0	£0	£0	n/a	0	0
31/03/07		£33	£36	£-3	£0	£0	£0	n/a	0	0
31/03/06		£34	£21	£14	£0	£0	£0	n/a	0	0
31/03/05		£19	£14	£5	£0	£0	£0	n/a	0	0
31/03/04		£34	£47	£-13	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 29 years

www.forest.n-yorks.sch.uk

admin@forest.n-yorks.sch.uk

01423864583

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides other finance

Where it operates

North Yorkshire,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
50 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

Wolfson Foundation	£50,000
The Clothworkers Foundation	£40,000
Garfield Weston Foundation	£30,000
Co-Operative Group	£1,820
Henry Smith Charity	£1,330

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Forest School
£1,820	23/10/2021	We would like to buy wheelchair accessible and specialised play equipment for our special school community. We also wish to install a multi-use games area for all-year-round sport facilities.
Garfield Weston Foundation - Main Grants award
£30,000	11/06/2021	Playground and Sports Facilities Project
Wolfson Foundation - Grant to The Forest School
£50,000	10/06/2021	Food technology room and café to be run by pupils with special educational needs
The Clothworkers Foundation - Grant to Wellspring Academy Trust ( The Forest School )
£40,000	02/02/2021	reburbishment of grounds for a charity that works with young people with disabilities in NOrth Yorkshire
Henry Smith Charity - Grant to The Forest School
£1,330	17/03/2020 36	towards a three night trip to Scarborough for children from across North Yorkshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CATHERINE JANE O'GARA Appointed: 2023

HELEN MCMILLAN Appointed: 2023

TIMOTHY JOHN MOTTRAM (Chair) Appointed: 2012

Legal constitution

Charity registered in England & Wales on 14/02/1995, number: 1044157

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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
Investment
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

20 returns made; AR19: 6 days late,

Main office

The Forest School
Park Lane
KNARESBOROUGH
HG5 0DQ

Objectives

ADVANCING THE EDUCATION OF THE PUPILS AT THE FOREST SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL AUTHORITY.

Defined Area of Benefit:

NOT DEFINED

Data Sources