Heart of England Forest — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 17 April 2003
Removed: Not supplied
Company number supplied: 04309564
Financial period: 1 April 2024 – 31 March 2025
Latest income: £7,590,000
Latest expenditure: £6,327,000
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: COLLETTS FARM, DORSINGTON, STRATFORD-UPON-AVON, CV37 8AU

Website recorded by the regulator: www.heartofenglandforest.org (displayed as text)

02 Activities

What the charity does

To establish, maintain and preserve, ideally a contiguous forest or a forest connected by corridor for the benefit of the public in the ancient borders of the Forest of Arden to the Vale of Evesham (The Heart of England). To engage in the education of the general public and for research relating to the promulgation of trees, woodlands,and wildlife and their habitats in the Heart of England.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 3 December 2025
Date Accounts Received: 3 December 2025
Total Gross Income: £7,590,000
Total Gross Expenditure: £6,327,000

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 17 December 2024
Date Accounts Received: 17 December 2024
Total Gross Income: £5,838,000
Total Gross Expenditure: £5,807,000

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 19 December 2023
Date Accounts Received: 19 December 2023
Total Gross Income: £6,947,000
Total Gross Expenditure: £5,631,000

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 5 December 2022
Date Accounts Received: 5 December 2022
Total Gross Income: £5,138,000
Total Gross Expenditure: £4,037,000

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 13 December 2021
Date Accounts Received: 13 December 2021
Total Gross Income: £4,340,000
Total Gross Expenditure: £3,308,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 3 December 2025
Total Gross Income: £7,590,000
Total Gross Expenditure: £6,327,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £6
Income From Government Grants: £301,300
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 100001 110000: 1
Count Volunteers: 339

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Total Gross Income: £5,838,000
Total Gross Expenditure: £5,807,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £279,637
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 70001 80000: 0
Count Salary Band 80001 90000: 0
Count Salary Band 90001 100000: 0
Count Salary Band 100001 110000: 2
Count Salary Band 110001 120000: 0
Count Salary Band 120001 130000: 0
Count Salary Band 130001 140000: 0
Count Salary Band 140001 150000: 0
Count Salary Band 150001 200000: 0
Count Salary Band 200001 250000: 1
Count Salary Band 250001 300000: 0
Count Salary Band 300001 350000: 0
Count Salary Band 350001 400000: 0
Count Salary Band 400001 450000: 0
Count Salary Band 450001 500000: 0
Count Salary Band Over 500000: 0
Count Volunteers: 858

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 19 December 2023
Total Gross Income: £6,947,000
Total Gross Expenditure: £5,631,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £1,355,511
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 2
Count Salary Band 120001 130000: 1
Count Volunteers: 526

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 5 December 2022
Total Gross Income: £5,138,000
Total Gross Expenditure: £4,037,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £5
Income From Government Grants: £1,129,565
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Salary Band 100001 110000: 1
Count Volunteers: 785

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 13 December 2021
Total Gross Income: £4,340,000
Total Gross Expenditure: £3,308,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Grants: £1,241,910
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 2
Count Salary Band 90001 100000: 1
Count Volunteers: 765

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 3 December 2025
Income Donations And Legacies: 3472000
Income Other Trading Activities: 493000
Income Charitable Activities: 987000
Income Investments: 2638000
Income Other: 0
Income Total Income And Endowments: 7590000
Income Legacies: 2662000
Income Endowments: 0
Expenditure Raising Funds: £710,000
Expenditure Charitable Expenditure: £4,142,000
Expenditure Other: 1475000
Expenditure Total: 6327000
Expenditure Investment Management: 62000
Expenditure Grants Institution: 0
Expenditure Governance: 506401
Expenditure Support Costs: 1652000
Expenditure Depreciation: 384000
Gain Loss Investment: -981000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,885,000
Assets Total Fixed: 208566000
Assets Own Use: 58576000
Assets Long Term Investment: 149990000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £13,118,000
Assets Total Liabilities: £698,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £220,986,000
Creditors One Year Total Current: 615000
Creditors Falling Due After One Year: 83000
Assets Cash: £11,504,000
Funds Endowment: 0
Funds Unrestricted: 220205000
Funds Restricted: 781000
Funds Total: 220986000
Count Employees: 75
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Income Donations And Legacies: 846000
Income Other Trading Activities: 672000
Income Charitable Activities: 495000
Income Investments: 3810000
Income Other: 15000
Income Total Income And Endowments: 5838000
Income Legacies: 193000
Income Endowments: 0
Expenditure Raising Funds: £629,000
Expenditure Charitable Expenditure: £3,680,000
Expenditure Other: 1498000
Expenditure Total: 5807000
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 512000
Expenditure Support Costs: 1964000
Expenditure Depreciation: 364000
Gain Loss Investment: 9894000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,633,000
Assets Total Fixed: 213248000
Assets Own Use: 56823000
Assets Long Term Investment: 156425000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £8,422,000
Assets Total Liabilities: £966,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £220,704,000
Creditors One Year Total Current: 883000
Creditors Falling Due After One Year: 83000
Assets Cash: £2,381,000
Funds Endowment: 0
Funds Unrestricted: 219903000
Funds Restricted: 801000
Funds Total: 220704000
Count Employees: 78
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 19 December 2023
Income Donations And Legacies: 1628000
Income Other Trading Activities: 926000
Income Charitable Activities: 1004000
Income Investments: 3333000
Income Other: 56000
Income Total Income And Endowments: 6947000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £652,000
Expenditure Charitable Expenditure: £3,492,000
Expenditure Other: 1487000
Expenditure Total: 5631000
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 454000
Expenditure Support Costs: 1981000
Expenditure Depreciation: 329000
Gain Loss Investment: -7131000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,619,000
Assets Total Fixed: 200930000
Assets Own Use: 53039000
Assets Long Term Investment: 147891000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £10,810,000
Assets Total Liabilities: £962,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £210,778,000
Creditors One Year Total Current: 879000
Creditors Falling Due After One Year: 83000
Assets Cash: £4,069,000
Funds Endowment: 0
Funds Unrestricted: 209915000
Funds Restricted: 863000
Funds Total: 210778000
Count Employees: 66
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 5 December 2022
Income Donations And Legacies: 1113000
Income Other Trading Activities: 700000
Income Charitable Activities: 355000
Income Investments: 2922000
Income Other: 48000
Income Total Income And Endowments: 5138000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £1,894,000
Expenditure Charitable Expenditure: £2,143,000
Expenditure Other: 0
Expenditure Total: 4037000
Expenditure Investment Management: 874000
Expenditure Grants Institution: 0
Expenditure Governance: 576000
Expenditure Support Costs: 1469000
Expenditure Depreciation: 233000
Gain Loss Investment: 11599000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,000,000
Assets Total Fixed: 212207000
Assets Own Use: 50325000
Assets Long Term Investment: 161882000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £9,328,000
Assets Total Liabilities: £3,625,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £217,910,000
Creditors One Year Total Current: 790000
Creditors Falling Due After One Year: 2835000
Assets Cash: £3,331,000
Funds Endowment: 0
Funds Unrestricted: 217976000
Funds Restricted: -66000
Funds Total: 217910000
Count Employees: 50
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 13 December 2021
Income Donations And Legacies: 531000
Income Other Trading Activities: 657000
Income Charitable Activities: 449000
Income Investments: 2680000
Income Other: 23000
Income Total Income And Endowments: 4340000
Income Legacies: 3000
Income Endowments: 0
Expenditure Raising Funds: £1,943,000
Expenditure Charitable Expenditure: £1,365,000
Expenditure Other: 0
Expenditure Total: 3308000
Expenditure Investment Management: 750000
Expenditure Grants Institution: 0
Expenditure Governance: 561000
Expenditure Support Costs: 1187000
Expenditure Depreciation: 190000
Gain Loss Investment: 28752000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £2,000,000
Assets Total Fixed: 195007000
Assets Own Use: 46529000
Assets Long Term Investment: 148478000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £15,212,000
Assets Total Liabilities: £3,908,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £206,311,000
Creditors One Year Total Current: 851000
Creditors Falling Due After One Year: 3057000
Assets Cash: £8,907,000
Funds Endowment: 0
Funds Unrestricted: 206004000
Funds Restricted: 307000
Funds Total: 206311000
Count Employees: 35
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Warwickshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Worcestershire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

08 Official extract

Charity Event History

Charity Name: Heart of England Forest
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2025-07-11T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 3995630
Assoc Registered Charity Number: 1099012
Assoc Charity Name: SNIPES SHORT MAT BOWLS CLUB

Charity Name: Heart of England Forest
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2003-04-17T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 23 OCT 2001AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 09 MAY 2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 06 SEP 2016AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15 OCT 2018AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 24 JUL 2019 as amended on 25 Apr 2024
Charitable Objects: THE OBJECTS OF THE CHARITY ARE: (I) TO ESTABLISH, MAINTAIN AND PRESERVE, IDEALLY A CONTIGUOUS FOREST OR ELSE A FOREST EVENTUALLY CONNECTED BY CORRIDOR (INCLUDING THE ACQUISITION OF NEW LAND, WOODLANDS, AND WETLANDS) FOR THE BENEFIT OF THE PUBLIC, STRETCHING FROM THE ANCIENT BORDERS OF THE FOREST OF ARDEN TO THE EDGE OF THE VALE OF EVESHAM (THE "HEART OF ENGLAND"), (II) TO ENGAGE IN THE PLANTATION, RE-PLANTATION, CULTIVATION, CONSERVATION, PROTECTION, PRESERVATION AND RESTORATION OF TREES, WOODLANDS, WET LANDS AND PLANT LIFE IN THE HEART OF ENGLAND FOR THE PURPOSES OF MAINTAINING THIS NATURAL HABITAT AND FOR ENSURING THAT IT BENEFITS BOTH THE PUBLIC AND THE NATIVE NATURAL WILDLIFE (AND ENSURING THE SURVIVAL OF ENDANGERED SPECIES) THAT LIVE IN AND AROUND THIS FORESTED AREA, AND (III) THE EDUCATION OF THE GENERAL PUBLIC BOTH FOR GENERAL PURPOSES AND FOR SPECIFIC SCIENTIFIC RESEARCH RELATING TO THE PROMULGATION OF KNOWLEDGE AND APPRECIATION OF TREES, WOODLANDS, WETLANDS AND WILDLIFE AND THEIR HABITATS IN THE HEART OF ENGLAND REGION. TO USE PARTS OF THE FOREST TO PROMOTE: I) RECREATION AND LEISURE WITH THE JOINT OBJECTIVES OF ADVANCING THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT AND IMPROVING THE CONDITIONS OF LIFE FOR THE BENEFIT OF THE PUBLIC; AND II) ART (BY HOSTING DISPLAYS AND EVENTS) WITH THE JOINT OBJECTIVES OF ADVANCING THE EDUCATION IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT FOR THE BENEFIT OF THE PUBLIC AS WELL AS IN THE ARTS.?
Area Of Benefit: WARWICKSHIRE.

10 Official extract

Charity Other Names

Charity Name Id: 417182
Charity Name Type: Previous name
Charity Name: THE FOREST OF DENNIS LIMITED

Charity Name Id: 508511
Charity Name Type: Previous name
Charity Name: THE HEART OF ENGLAND FOREST LTD

11 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Paying staff

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Volunteer management

Policy Name: Risk management