Finance Score: 5

Governance Score: 2

Support Score: 5

Liabilities <10%: +3
Large legacies income: +1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Mainly male board: -1

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 12

WYCHWOOD FOREST TRUST LTD

Advance the education of the public in the history, ecology and management of woodland and wildlife in the forty-one parishes in West Oxfordshire, which are in the area of the former Norman Royal Hunting Forest of Wychwood. Conserve, restore and promote the use and management of trees, woodlands and other wildlife habitats and the landscape for the benefit and participation of the public.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
Fundraising costs are unusually low relative to funds raised
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

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 23 years

www.wychwoodforesttrust.co.uk

info@wychwoodforesttrust.co.uk

07561 639093

Charity Commission for England and Wales

Tweets

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		£521	£118	£403	£0	£1,002	£137	13.9	3	100
31/03/22		£103	£121	£-18	n/a	n/a	n/a	n/a	n/a	100
31/03/21		£89	£105	£-16	n/a	n/a	n/a	n/a	n/a	100
31/03/20	*	£174	£143	£31	n/a	n/a	n/a	n/a	n/a	150
31/03/19		£404	£149	£255	n/a	n/a	n/a	n/a	n/a	125
31/03/18		£145	£144	£1	£0	£0	£0	n/a	0	0
31/03/17		£147	£135	£11	£0	£0	£0	n/a	0	0
31/03/16		£185	£154	£31	£0	£0	£0	n/a	0	0
31/03/15		£84	£57	£27	£0	£0	£0	n/a	0	0
31/03/14		£147	£133	£14	£0	£0	£0	n/a	0	0
31/03/13		£147	£124	£22	£0	£0	£0	n/a	0	0
31/03/12		£114	£106	£8	£0	£0	£0	n/a	0	0
31/03/11	*	£169	£94	£74	£0	£0	£0	n/a	0	0
31/03/10		£71	£85	£-15	£0	£0	£0	n/a	0	0
31/03/09		£106	£87	£20	£0	£0	£0	n/a	0	0
31/03/08		£179	£138	£41	£0	£0	£0	n/a	0	0
31/03/07		£138	£118	£21	£0	£0	£0	n/a	0	0
31/03/06		£36	£26	£10	£0	£0	£0	n/a	0	0
31/03/05		£47	£12	£35	£0	£0	£0	n/a	0	0
31/03/04		£14	£15	£-1	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 14%
Reserves/Spending: 13.9 months
Net Current Assets/Spending: 24 months
Quick Ratio: 14.8

Asset Split ?

Listed activities

Education/Training
Environment/Conservation/Heritage

How it operates

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

Where it operates

Oxfordshire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

3 employees
100 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
Esmee Fairbairn - Grant to The Wychwood Project
£10,000	05/05/2020 6	towards unrestricted core costs as a COVID-19 Fast Response grant
National Lottery Community Fund - Invest in Volunteering
£10,000	30/08/2018 12	The funding will be used to employ a volunteer officer to increase local volunteering opportunities.
Esmee Fairbairn - Grant to The Wychwood Project
£60,000	03/04/2017 36	Towards the salary costs of a learning officer to increase the engagement of families and young people with nature.
National Lottery Heritage Fund - Grant to Wychwood Project
£8,000	24/01/2017	Discovering Wychwood: Living and working in a Royal Forest

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-89

DAVID WALDORF ASTOR (Chair) Appointed: 2018, Occupation: Farmer, Other trusteeship: THE HON M L ASTOR'S CHARITABLE TRUST,

HARRY ST JOHN

HENRY ASTOR Appointed: 2014, Occupation: Farmer

IAN WILKINSON Appointed: 2017, Occupation: Managing Director

LUCY STAVELEY Appointed: 2016, Occupation: Full Time Mother

ROBERT CROCKER Appointed: 2016, Occupation: Farmer

ROGER NEWMAN Appointed: 2016, Occupation: Retired

ROY GRANVILLE NOBLE, Occupation: Retired

ROBERT WARNER Appointed: 2017, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 22/12/2000, number: 1084259
Registered at Companies House on 19/10/2000, number: 04093088

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

20 returns made; AR20: 354 days late, AR11: 23 days late,

Main office

Wychwood Forest Trust
WODC
Woodgreen
New Yatt Road
Witney
OX28 1NB

Objectives

(1) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY, ECOLOGY, MANAGEMENT AND ECONOMY OF WOODLANDS, TREES AND OTHER WILDLIFE HABITATS AND THEIR PLACE IN THE CHARACTERISTIC LANDSCAPES OF THE FORTY ONE PARISHES CURRENTLY WITHIN THE DISTRICT OF WEST OXFORDSHIRE SET OUT IN THE SCHEDULE (THE PARISHES) ALL OF WHICH ARE WHOLLY OR PARTLY WITHIN THE AREA OF THE FORMER NORMAN ROYAL HUNTING FOREST OF WYCHWOOD AND SUCH OTHER AREAS AS THE CHARITY MAY FROM TIME TO TIME DECIDE; AND (2) TO CONSERVE, RESTORE, RE-ESTABLISH AND PROMOTE THE MANAGEMENT AND USE OF TREES, WOODLANDS, OTHER WILDLIFE HABITATS AND CHARACTERISTIC LANDSCAPES FOR THE BENEFIT AND WHEREVER APPROPRIATE WITH THE PARTICIPATION OF THE PUBLIC AND THEREBY TO ENHANCE THE NATURAL BEAUTY, AMENITIES AND RURAL ECONOMY OF THE COUNTRYSIDE OF THE PARISHES AND OF WEST OXFORDSHIRE AND SUCH OTHER AREAS AS THE CHARITY MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE, OXFORDSHIRE.

Data Sources