Finance Score: 2

Governance Score: 2

Support Score: 7

Strong growth: +2
No PartB

Dynamic board: +3
Mainly female board: -1

Overall weighted support: +7

Overall GiG Score: 11

HEART WOOD

To improve the mental health of people, with a focus on men, through evidence-based person-centered counselling projects delivered primarily outdoors. Current focus is on activity in the Northumberland in the North East of the UK.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit
31/03/23		£93	£73	£20
31/03/22		£50	£46	£4
31/03/21	*	£33	£16	£17
31/03/20		£9	£5	£5

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.heartwoodcharity.org

HeartWoodEcotherapy@gmail.com

01434607726

Charity Commission for England and Wales

Listed activities

Disability
Environment/Conservation/Heritage
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Legal & financial advice

How it operates

Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£217,006
The Shears Foundation	£10,000
Allen Lane Foundation	£3,000
Co-Operative Group	£2,337

Specific Donations

Amount	When Months	To be used for
The Shears Foundation - Heart Wood
£10,000	08/04/2024 12	Core Costs - Salaries
Co-Operative Group - Grant to Heart Wood Mental Health Charity
£2,337	21/10/2023	We would like to offer 12 facilitated group counselling and bushcraft sessions in woodlands, for young people aged 16-24 suffering with complex and enduring poor mental health.
National Lottery Community Fund - Heart Wood
£118,266	15/03/2023	This funding will be used to deliver alternative mental health provision for men through group counselling in a nature setting. The project aims to increase confidence reduce loneliness whilst also ....more This funding will be used to deliver alternative mental health provision for men through group counselling in a nature setting. The project aims to increase confidence reduce loneliness whilst also gaining knowledge of nature and ecology.
Allen Lane Foundation - Grant to Heart Wood
£3,000	04/03/2022	£3,000 single grant towards costs of a Men's Group to improve the mental health of beneficiaries in Northumberland
National Lottery Community Fund - Active Survival Youth Inititative
£9,228	07/01/2022	The project will use the funding to work in partnership with Hexham Youth Initiative to deliver a pilot series of active survival and woodland based group therapy sessions for young people with ill ....more The project will use the funding to work in partnership with Hexham Youth Initiative to deliver a pilot series of active survival and woodland based group therapy sessions for young people with ill mental health. This aims to reduce isolation and improve mental helth and wellbeing.
National Lottery Community Fund - Men in Woods
£89,512	17/12/2019 35	The funding will provide woodland-based group psychotherapy sessions for vulnerable men with mental health issues. The aim is to improve confidence and self-esteem, and improve their well-being.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

JONATHAN PETER JOURES Appointed: 2023

JUDITH PERRY Appointed: 2021

NANCY RIOS Appointed: 2020

STEPHANIE ELLIS Appointed: 2020

SUE JAMES (Chair) Appointed: 2020

Legal constitution

Charity registered in England & Wales on 09/04/2019, number: 1182889

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

4 returns made; AR21: 50 days late,

Main office

12 Woodside
Hexham
NE46 1HU

Objectives

TO IMPROVE THE MENTAL HEALTH OF PEOPLE WITH A FOCUS ON MEN THROUGH EVIDENCE-BASED, PERSON-CENTRED COUNSELLING AND PSYCHOTHERAPY PROJECTS DELIVERED PRIMARILY OUTDOORS.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]

Data Sources

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