AVON NEEDS TREES — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 12 July 2019
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £1,983,763
Latest expenditure: £1,227,002
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Wick Farm Cottage, Rankers Lane, Compton Dando, Bath and North East Somerset, BS39 4NU

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

02 Activities

What the charity does

Avon Needs Trees is acquiring suitable land in the Bristol-Avon Catchment Area tocreate new, permanent forest through reforesting and rewilding. We aim to lock upcarbon, improve biodiversity, mitigate flooding through natural means and to createopportunities for the public to engage with nature. Our first purchase was 34 acres atHazeland near Calne, where we have planted over 10,000 trees.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 30 April 2026
Date Accounts Received: 30 April 2026
Total Gross Income: £1,983,763
Total Gross Expenditure: £1,227,002

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 30 April 2025
Date Accounts Received: 30 April 2025
Total Gross Income: £4,822,833
Total Gross Expenditure: £583,509

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 8 January 2024
Date Accounts Received: 8 January 2024
Total Gross Income: £765,190
Total Gross Expenditure: £311,260

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 27 July 2022
Date Accounts Received: 27 July 2022
Total Gross Income: £219,714
Total Gross Expenditure: £169,563

Fin Period Start Date: 12 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 29 April 2022
Date Accounts Received: 9 May 2022
Total Gross Income: £335,117
Total Gross Expenditure: £77,903

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 30 April 2026
Total Gross Income: £1,983,763
Total Gross Expenditure: £1,227,002
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £3
Income From Government Grants: £1,566,963
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 1691

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 30 April 2025
Total Gross Income: £4,822,833
Total Gross Expenditure: £583,509
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £4,381,529
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 1000

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 8 January 2024
Total Gross Income: £765,190
Total Gross Expenditure: £311,260
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £681,684
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: Yes
Employees Salary Over 60k: No
Count Volunteers: 1000

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 27 July 2022
Total Gross Income: £219,714
Total Gross Expenditure: £169,563
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: £99,826
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 578

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 12 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 29 April 2022
Total Gross Income: £335,117
Total Gross Expenditure: £77,903
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: £5,176
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 200

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 30 April 2026
Income Donations And Legacies: 226904
Income Other Trading Activities: 0
Income Charitable Activities: 1745698
Income Investments: 8840
Income Other: 2321
Income Total Income And Endowments: 1983763
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £9,009
Expenditure Charitable Expenditure: £1,217,993
Expenditure Other: 0
Expenditure Total: 1227002
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 220665
Expenditure Support Costs: 220665
Expenditure Depreciation: 10022
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £490,231
Assets Total Fixed: 8149220
Assets Own Use: 8149219
Assets Long Term Investment: 1
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,438,310
Assets Total Liabilities: £3,316,247
Assets Current Investment: 680500
Assets Total Assets And Liabilities: £6,271,283
Creditors One Year Total Current: 92687
Creditors Falling Due After One Year: 3223560
Assets Cash: £412,324
Funds Endowment: 0
Funds Unrestricted: 490231
Funds Restricted: 5781052
Funds Total: 6271283
Count Employees: 23
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 30 April 2025
Income Donations And Legacies: 266262
Income Other Trading Activities: 0
Income Charitable Activities: 4553811
Income Investments: 2760
Income Other: 0
Income Total Income And Endowments: 4822833
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £3,909
Expenditure Charitable Expenditure: £579,600
Expenditure Other: 0
Expenditure Total: 583509
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 9960
Expenditure Support Costs: 220665
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £218,000
Assets Total Fixed: 8116133
Assets Own Use: 8116132
Assets Long Term Investment: 1
Defined Benefit Pension Scheme: 0
Assets Other Assets: £694,690
Assets Total Liabilities: £3,296,301
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,514,522
Creditors One Year Total Current: 71877
Creditors Falling Due After One Year: 3224424
Assets Cash: £488,631
Funds Endowment: 0
Funds Unrestricted: 512249
Funds Restricted: 5002273
Funds Total: 5514522
Count Employees: 8
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 8 January 2024
Income Donations And Legacies: 764363
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 827
Income Other: 0
Income Total Income And Endowments: 765190
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £109
Expenditure Charitable Expenditure: £100,556
Expenditure Other: 210595
Expenditure Total: 311260
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 1800
Expenditure Support Costs: 28272
Expenditure Depreciation: 4942
Gain Loss Investment: 827
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £292,225
Assets Total Fixed: 972070
Assets Own Use: 972070
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £303,128
Assets Total Liabilities: £0
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,275,198
Creditors One Year Total Current: 0
Creditors Falling Due After One Year: 0
Assets Cash: £108,800
Funds Endowment: 0
Funds Unrestricted: 437779
Funds Restricted: 837419
Funds Total: 1275198
Count Employees: 8
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

Geographic Area Type: Local Authority
Geographic Area Description: South Gloucestershire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Bristol City
Welsh Ind: No

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

07 Official extract

Charity Classification

Classification Code: 116
Classification Type: What
Classification Description: Recreation

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

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

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

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

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

08 Official extract

Charity Event History

Charity Name: AVON NEEDS TREES
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-07-12T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 12 Jul 2019 as amended on 12 Aug 2020 as amended on 20 Mar 2022
Charitable Objects: The objects of the CIO are:1) The conservation, protection and improvement of the physical and naturalenvironment for the public benefit by the establishment and maintenance of trees,woodland and complementary habitats in such areas within the Bristol-Avoncatchment area as the trustees shall determine.2) To advance the education of the public in the conservation, protection andimprovement of the physical and natural environment including by promotingwoodlands as a means for the public to learn about wider environmental issues suchas: sustainability, climate change, ecology and the mitigating need for trees.For the purposes of this clause ‘the Bristol-Avon catchment area’ comprises the landidentified as such by the Environment Agency, covering catchments of all thewatercourses and their tributaries that empty into the stretch of the Severn estuarybetween and including, to the north, the mouth of the Little Avon near Berkeley inSouth Gloucestershire and, to the south, Sand Bay in North Somerset.

10 Official extract

Charity Policy

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Social media policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures