BritDB

CCEW Charity Commission profile

FOREST OF AVON TRUST

Registered charity 1122314 · organisation 4035589

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
15 January 2008
Removed
Not supplied
Company number supplied
06252763
Financial period
1 April 2024 – 31 March 2025
Latest income
£2,265,432
Latest expenditure
£2,209,682
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: STUDIO 3, FIRST FLOOR, UTILITY HOUSE, 3 YORK COURT UPPER YORK STREET, BRISTOL

Website recorded by the regulator: https://forestofavon.org/ (displayed as text)

02 Activities

What the charity does

Tree & woodland charity for Bristol, Avon & around. Runs woodland activities for adults with learning disabilities, people with mental health needs & people with dementia; works with schools to support outdoor learning; offers accredited Forest School training & Inset Days; advises on and supports woodland planting & management. The Trust also directly manages a community woodland.

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
20 January 2026
Date Accounts Received
20 January 2026
Total Gross Income
£2,265,432
Total Gross Expenditure
£2,209,682
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
22 January 2025
Date Accounts Received
22 January 2025
Total Gross Income
£1,480,112
Total Gross Expenditure
£1,437,604
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
8 January 2024
Date Accounts Received
8 January 2024
Total Gross Income
£1,032,613
Total Gross Expenditure
£1,085,783
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
30 January 2023
Date Accounts Received
30 January 2023
Total Gross Income
£919,610
Total Gross Expenditure
£832,644
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
16 December 2021
Date Accounts Received
16 December 2021
Total Gross Income
£370,230
Total Gross Expenditure
£235,720

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
20 January 2026
Total Gross Income
£2,265,432
Total Gross Expenditure
£2,209,682
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£11
Income From Government Grants
£2,151,089
Charity Has Trading Subsidiary
No
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
No
Count Volunteers
360
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
22 January 2025
Total Gross Income
£1,480,112
Total Gross Expenditure
£1,437,604
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£7
Income From Government Grants
£1,258,798
Charity Has Trading Subsidiary
No
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
No
Count Volunteers
357
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
8 January 2024
Total Gross Income
£1,032,613
Total Gross Expenditure
£1,085,783
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£876,094
Charity Has Trading Subsidiary
No
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
No
Count Volunteers
175
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
30 January 2023
Total Gross Income
£919,610
Total Gross Expenditure
£832,644
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
£1
Income From Government Grants
£806,549
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
50
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
16 December 2021
Total Gross Income
£370,230
Total Gross Expenditure
£235,720
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Contracts
51722
Income From Government Grants
£228,725
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
10

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
20 January 2026
Income Donations And Legacies
47514
Income Other Trading Activities
0
Income Charitable Activities
2150934
Income Investments
66984
Income Other
0
Income Total Income And Endowments
2265432
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£30,798
Expenditure Charitable Expenditure
£2,178,884
Expenditure Other
0
Expenditure Total
2209682
Expenditure Investment Management
0
Expenditure Grants Institution
1588150
Expenditure Governance
8229
Expenditure Support Costs
78562
Expenditure Depreciation
5960
Gain Loss Investment
1905
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£471,001
Assets Total Fixed
53706
Assets Own Use
7220
Assets Long Term Investment
46486
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,953,639
Assets Total Liabilities
£3,432,099
Assets Current Investment
0
Assets Total Assets And Liabilities
£575,246
Creditors One Year Total Current
3432099
Creditors Falling Due After One Year
0
Assets Cash
£3,817,639
Funds Endowment
0
Funds Unrestricted
471001
Funds Restricted
104245
Funds Total
575246
Count Employees
17
Charity Only 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
22 January 2025
Income Donations And Legacies
29060
Income Other Trading Activities
0
Income Charitable Activities
1435054
Income Investments
15998
Income Other
0
Income Total Income And Endowments
1480112
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£31,096
Expenditure Charitable Expenditure
£1,406,508
Expenditure Other
0
Expenditure Total
1437604
Expenditure Investment Management
0
Expenditure Grants Institution
906642
Expenditure Governance
6408
Expenditure Support Costs
64535
Expenditure Depreciation
4963
Gain Loss Investment
-829
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£517,591
Assets Total Fixed
55744
Assets Own Use
11163
Assets Long Term Investment
44581
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,027,948
Assets Total Liabilities
£2,566,101
Assets Current Investment
0
Assets Total Assets And Liabilities
£517,591
Creditors One Year Total Current
2566101
Creditors Falling Due After One Year
0
Assets Cash
£2,923,455
Funds Endowment
0
Funds Unrestricted
460162
Funds Restricted
57429
Funds Total
517591
Count Employees
15
Charity Only 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
8 January 2024
Income Donations And Legacies
60623
Income Other Trading Activities
0
Income Charitable Activities
965581
Income Investments
6409
Income Other
0
Income Total Income And Endowments
1032613
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£18,571
Expenditure Charitable Expenditure
£1,067,212
Expenditure Other
0
Expenditure Total
1085783
Expenditure Investment Management
0
Expenditure Grants Institution
792343
Expenditure Governance
11148
Expenditure Support Costs
31892
Expenditure Depreciation
2603
Gain Loss Investment
-1663
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£475,912
Assets Total Fixed
56549
Assets Own Use
11139
Assets Long Term Investment
45410
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,606,420
Assets Total Liabilities
£1,187,057
Assets Current Investment
0
Assets Total Assets And Liabilities
£475,912
Creditors One Year Total Current
1187057
Creditors Falling Due After One Year
0
Assets Cash
£728,092
Funds Endowment
0
Funds Unrestricted
475912
Funds Restricted
0
Funds Total
475912
Count Employees
8
Charity Only 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
30 January 2023
Income Donations And Legacies
108654
Income Other Trading Activities
0
Income Charitable Activities
808277
Income Investments
2679
Income Other
0
Income Total Income And Endowments
919610
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£6,051
Expenditure Charitable Expenditure
£826,593
Expenditure Other
0
Expenditure Total
832644
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3817
Expenditure Support Costs
2102
Expenditure Depreciation
2007
Gain Loss Investment
1992
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£429,954
Assets Total Fixed
49461
Assets Own Use
2388
Assets Long Term Investment
47073
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,206,175
Assets Total Liabilities
£724,891
Assets Current Investment
0
Assets Total Assets And Liabilities
£530,745
Creditors One Year Total Current
724891
Creditors Falling Due After One Year
0
Assets Cash
£1,058,216
Funds Endowment
0
Funds Unrestricted
429954
Funds Restricted
100791
Funds Total
530745
Count Employees
6
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bristol City
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
South Gloucestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Gloucestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Wiltshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bath And North East Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
North Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Somerset
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
116
Classification Type
What
Classification Description
Recreation
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name
FOREST OF AVON TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2008-01-15T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 18 MAY 2007 AS AMENDED BY RESOLUTION PASSED 14 DECEMBER 2007
Charitable Objects
TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT WITHIN THE FOREST OF AVON, IN PARTICULAR BY:A) PROVIDING, CONSERVING, PROTECTING AND IMPROVING WOODLANDS;B) DELIVERING EDUCATION, TRAINING, VOLUNTEERING AND OTHER ACTIVITIES INCLUDING THE ARTS, WHICH ENGAGE THE PUBLIC IN CONSERVING, PROTECTING, IMPROVING, USING AND UNDERSTANDING WOODLANDS AND THE WIDER PHYSICAL AND NATURAL ENVIRONMENT;C) IMPROVING DERELICT LAND AND HARMFUL SITES; AND TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF THE PUBLIC AT LARGE, IN PARTICULAR BY MAINTAINING, IMPROVING AND PROVIDING RECREATION AND LEISURE OPPORTUNITIES WITHIN THE FOREST OF AVON.
Area Of Benefit
NOT DEFINED.

10 Official extract

Charity Policy

Policy Name
Paying staff
Policy Name
Financial reserves policy and procedures
Policy Name
Risk management
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investment
Policy Name
Investing charity funds policy and procedures
Policy Name
Volunteer management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Social media policy and procedures
Policy Name
Complaints handling
Policy Name
Complaints policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal risk management policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Bullying and harassment policy and procedures