Finance Score: 3

Governance Score: 9

Support Score: 8

Fundraising costs low: +3
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 20

BORDERS FOREST TRUST

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

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

Established: 28 years

www.bordersforesttrust.org

Financial Data

Income & Spending ?

Data adjusted to reflect year end change

Period ending	31/12/17	31/12/18	31/12/19	31/12/20	31/12/21	30/06/23
Charitable activities		£283,860	£326,765	£489,701		£791,343
Donations & Legacies		£196,019	£119,979	£239,144		£3,056,640
Other Income				£13,707
Investment Income		£7,805	£7,861	£6,737		£21,204
Total income	£318,911	£497,507	£467,054	£759,302	£669,064	£3,870,833
Charitable activities spending		£417,748	£368,108	£657,825		£913,796
Fundraising costs		3%	2%	2%	3%	0%
Other spending
Total spending	£409,762	£430,570	£377,823	£669,439	£569,892	£923,330
Surplus/deficit	-£90,851	£66,937	£89,231	£89,863	£99,172	£2,947,503

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Listed activities

It carries out activities or services itself

Purposes

The advancement of education
The advancement of the arts, heritage, culture or science
The advancement of environmental protection or improvement

Where it operates

More than one local authority area in Scotland, main operating location: Scottish Borders

Who it helps

Children or young people
People with disabilities or health problems
No specific group, or for the benefit of the community','Other charities or voluntary bodies

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
Foundation Scotland - Grant to Borders Forest Trust
£50	08/11/2023	Donation from Ken Cameron Fund
Foundation Scotland - Minibus Acquisition
£10,000	03/08/2023	To contribute towards the purchase of a new wheelchair accessible minibus to transport children, young people and others to Borders Forest Trust events and workshops across the Ettrick Valleys and ....more To contribute towards the purchase of a new wheelchair accessible minibus to transport children, young people and others to Borders Forest Trust events and workshops across the Ettrick Valleys and wider Scottish Borders.
Esmee Fairbairn - Grant to The Borders Forest Trust
£15,000	06/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Esmee Fairbairn - Grant to The Borders Forest Trust
£150,000	21/09/2022	Towards core costs for practical large-scale ecological restoration of damaged landscapes in Southern Scotland through new native woodland establishment
Foundation Scotland - Grant to Borders Forest Trust
£37	01/08/2022	Donation from Ken and Roberta Cameron
Foundation Scotland - Grant to Borders Forest Trust
£37	21/06/2021	Donation from Ken and Roberta Cameron
Foundation Scotland - Grant to Borders Forest Trust
£37	05/06/2020	General charitable donation from Ken and Roberta Cameron
Esmee Fairbairn - Grant to Borders Forest Trust
£25,000	05/05/2020 6	towards unrestricted core costs as a COVID-19 Fast Response grant
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£30,000	05/03/2019	Reviving the Wild Heart of Southern Scotland
Esmee Fairbairn - Grant to Borders Forest Trust
£150,000	25/07/2018 36	Towards the salary and other costs of the chief executive and the programmes manager to restore and create biodiverse habitats in southern Scotland and to strengthen the organisation.
National Lottery Community Fund - Corehead Community Cabin
£10,000	25/01/2017 12	This organisation restores native woodlands in Southern Scotland by combining farming and habitat restoration. They also do workshops in outdoor learning and environmental education. The funding will ....more This organisation restores native woodlands in Southern Scotland by combining farming and habitat restoration. They also do workshops in outdoor learning and environmental education. The funding will be used to build a new environmentally low impact community cabin that will improve the visitor facility at Corehead Farm.
Robertson Trust - continuation funding for the All Things Green project
£24,000	31/08/2016	continuation funding for the All Things Green project
Robertson Trust - The All Things Green Programme
£12,000	30/04/2015	The All Things Green Programme
National Lottery Heritage Fund - Grant to Borders Forest Trust
£10,000	12/06/2013	Forest Futures

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Data sourced from Donors via 360 Giving

How is it governed?

Directors (10)

Current Directors appointed

Gender Split

Based on 9/10 persons

Age Range of Directors: 30-75

BOURNE, Apithanny
Appointed: 2022
Occupation: Grassland Ecologist

GRANT ROBERTSON, Rosalind Hilary
Appointed: 2021
Occupation: Retired

MCLEAN, Colin
Appointed: 2020
Occupation: Photographer

OGILVIE, James Fredrick
Appointed: 2018
Occupation: Chartered Forester

PENICHE, Gabriela, Dr
Appointed: 2021
Occupation: Conservation Biologist

ROSEGRANT, Jane Katherine
Appointed: 2020
Occupation: Grant Making Trust Manager

SHEARER, Rodney
Appointed: 2020
Occupation: Horticulture Consultant

STRATHDEE, Andrew, Dr
Appointed: 2020
Occupation: Volunteer

WALL, Ian James
Appointed: 2022
Occupation: Retired

YOUNG, Stephanie Pauline
Appointed: 2019
Occupation: Hr Consultant

Legal constitution

Charity registered in Scotland on 30/01/1996, number: SC024358
Registered at Companies House on 12/01/1996, number: SC162581

Filing Record

5 returns made; all on time

Main office

Monteviot Nurseries, Ancrum, Jedburgh, TD8 6TU

Objectives

The objects for which the Company is established are to conserve, regenerate and promote the restoration of native woodlands in the geographical region of the Borders as an important part of Scotland's natural environment for the benefit of the public.

Data Sources