## **Trustees' Annual Report for the period** ||Period start date|Period start date|||Period end date|Period end date|| |---|---|---|---|---|---|---|---| ||01|November|2019||31|October|2020| |**From **||||**To**|||| ## Section A Reference and administration details Forest of Hearts **Charity name** Forest of Hearts **Other names charity is known by Registered charity number (if any)** 1160589 **Charity's principal address** 15 Ensign, Westwood Way Coventry **Postcode CV4 8JA** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Wil Hepworth|Chair||| ||John Bill|Treasurer||| ||Lynne Holt|Secretary||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |Accountant|Hayward Wright|4 The Oaks, Clews Road, Redditch B98 7ST| |Solicitor|Lodders|Number Ten, Elm Court, Arden Street, Stratford upon Avon, CV37| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted - (eg. trust, association, company) Appointed by management team Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** All policies and procedures are to be found on the resources page on the You **may choose** to include Forest of Hearts website additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** To promote for the benefit of the public the conservation protection and improvement of the physical and natural environment through sustainable and accessible forest gardens. To advance the education of the public in the conservation, protection and improvement of the physical and natural environment. March **2012** **TAR** 2 |**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|WE CREATE AND MAINTAIN EDIBLE AND NATURAL LANDSCAPES
WHICH BUILD BIODIVERSITY AND PROVIDE OPPORTUNITIES FOR
VOLUNTEERING, EDUCATION AND ENGAGEMENT IN ORDER TO
REDUCE LONELINESS, ISOLATION AND IMPROVE HEALTH AND
WELL-BEING.
The Forest of Hearts aims to improve the wellbeing, skills and
confidence and reduce isolation or anxiety of its beneficiaries,
whilst building biodiversity and enhancing the environment. The
main activities are Green Therapy, Harvest Share, Gardening, Tree
Planting and Propagation.
The trustees are aware that public benefit requirement has two
aspects:
The ‘benefit aspect’ To satisfy this aspect:
•
a purpose must be beneficial - this must be in a way that is
identifiable and capable of being proved by evidence where
necessary and which is not based on personal views
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any detriment or harm that results from the purpose (to people,
property or the environment) must not outweigh the benefit - this
is also based on evidence and not on personal views
**The ‘public aspect’To satisfy this aspect the purpose must:**
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benefit the public in general, or a sufficient section of the public -
what is a ‘sufficient section of the public’ varies from purpose to
purpose
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not give rise to more than incidental personal benefit - personal
benefit is ‘incidental’ where (having regard both to its nature and
to its amount) it is a necessary result or by-product of carrying
out the purpose
The Trustees have read the guidance about Public Benefit here.| |---|---| ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance March **2012** **TAR** 4 Section D Achievements and performance |**Summary of the**
**main**
**achievements of**
**the charity**
**during the year**|2020 was a year like no other but we adapted to the circumstances and managed to
achieve a lot. Here are some of our 2020 highlights:
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Our wonderful team of workers, volunteers and funders who we couldn’t have
got through the year without. We now have 61 volunteers, many are registered
as hospital volunteers.
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Our Green Therapy group for their fantastic work, education and enthusiasm
and have been meeting within the Covid restrictions to maintain the garden at
Stratford Hospital and get the polytunnel ready for use.
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Tree planting in the local community which saw us plant thousands of trees to
build biodiversity, combat climate change and improve wellbeing – this has
happened at three sites in Pathlow, Long Marston and Stratford Hospital. Trees
are supplied by IDIgTrees and through the Arden Farm Network. We have been
supported with tree planting by Siemens and Reckitt Benckiser. Lockdown
meant that we had to stop our plans for corporate tree planting.
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Vale Fresco came in just before lockdown and the poly tunnel was constructed
so we could grow lots of plants and edibles throughout the year ready to transfer
into our raised beds.
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We started the creation of the kitchen garden with the building of two brick
raised beds, pathways and planting. This garden has attracted attention from
Warwick hospitals and we have been asked to design gardens for them.
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We have maintained the Garden of Wellbeing with regular planting of edibles,
weeding and watering. The garden proved to be a very popular place for staff
and patients to sit out in the summer in a socially distanced way
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Our ‘Sow & Grow at Home Challenge’ which saw participants create a show
garden for us to judge on VE Day. Each of the 12 participants was sent their
own Grid Garden with 9 vegetable seeds and created their own garden at home
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Our ‘Harvest Share Project’ which got volunteers together in the great outdoors
to pick a variety of fruits from gardens and orchards and distribute them to care
homes, hospitals and animal sanctuaries in the local community. We collected
and distributed over 800 kilos of fruit that would have gone to waste from sites in
Long Marston, Aston Cantlow and Snitterfield.
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Our online shop and the sale of our ‘Grow Your Own Veg At Home’ boxes which
were a big success during lockdown and helped us raise funds to support our
community work and garden work at Stratford-Upon-Avon hospital to give thanks
to NHS staff.
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We ran online exercise classes, walks for wellbeing and completing the 3 Peaks
Challenge which saw us collectively walk, run or cycle 1,020km.
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We celebrated Halloween with our Pumpkin Carving Competition which saw so
many amazing efforts and lots of prizes for the winners.
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We have created our own composter out of recycled pallets so we can make our
own compost advised by Jon Knight and Paul Sawtell.
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Ann Johnson joined us in Augustfrom Wave-length Social Marketing CIC to
advise and report on social inclusion aspects of all projects and recommend
funding to meet accessibility needs.
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Tom Donnison joined us in the New Year of 2020 and is doing a wonderful job
involving a wide range of activities including developing our shop which is very
successful, running online therapy sessions, supporting those with special
needs, improving our social media presence, supporting tree planting and all
aspects of gardening including a major tidy up of the drive into the hospital.| |---|---| March **2012** **TAR** 5 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** The policy for holding reserves to have at 3-6 months running costs in reserve **Details of any funds materially in deficit** N/A ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); The charity is in a strong position with cash in the bank which is needed to deliver the various projects. We are in our early years and are taking a prudent view of our finances. Income was £77706 Expenditure £51749 Cash Funds £61277 - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** The charity is growing year on year and the need for our services is clearly now in three main areas: - **Mental Health and Wellbeing** - **Conservation of the natural environment** - **Employment, training and education** Priorities for 2021 are: 1. Plant 2021 trees. Create Barn Owl Wood, Damselfly Ponds, Wildflower MeadowButterfly Banks and the Green Space (which was put on hold following the commencement of construction for the holiday lodge park in the summer) 2. Complete the Kitchen Garden at Stratford Hospital and open in the summer. Design and construction of gardens at Warwick hospital including The Quiet Garden, Thomas Ward Garden, The Secret Garden, Physiotherapy Courtyard, Design and Martin’s Garden at Leamington Rehab hospital 3. Build on the online offer and presence through the shop and social media 4. Develop an “Instant Garden” offer with BoxGarden to increase traded income 5. Increase the corporate income through events, donations, match funding etc 6. Provide more volunteering, training and employment opportunities 7. Create a plan for the accessible Green Space buildings and facilities and test ideas in the summer ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**ed** **on behalf of the charity’s trustees**|**’s trustees**|**’s trustees**|||| |---|---|---|---|---|---| |**Signature(s)**W.Hepworth
John Bill
**Full name(s)**Wil Hepworth
John Bill
**Position (eg Secretary, Chair,**
**etc)**
Chair
Treasurer
**Date**27thMarch 2021|W.Hepworth||John Bill||| ||Wil
**air,**
**etc)**|Hepworth|John Bill||| |||Chair||Treasurer|| |||27thMarch 2021|||| |||27thMarch 2021|||| March **2012** **TAR** 6 TAR March 2012 CHARITY comm￿$￿>￿ ', FOR ENGLAND AND WAiES fc£ Thi OF n£JhCg 11 k£)S8f Receipts and payments accounts CC16a Forthe perlod ffom To 120 Section A Receipts and payments Unrestricted Restrictal funds Endowrntht fvnds rota funds La$t ￿al A1 Recel irnere 16 S9.0 17.9S2 16Jts) hi srt• tOtsl(Gmss I￿rne ARI 7•. Sub tot rot•T r•coTPts 11.37 318 311 Tr•￿1 rnbi 307 220 1507 l.D16 837 173 Bank Sub total Van 170 4.WJQ 1,78V Sub totsl 41WJ Tot•1 paym•trts 11.74• •l.T49 M.062 Not 0fT￿￿p¢￿p•Nrn•itrsJ AS Trnnslers between lund$ A6 Cash last Jwr end C•4th IIKMIJ thls *xl i.iij 36.3x1 JO,320 11.277 34.007 36,320 CXX R1 I￿￿￿11 {SSI 1WOmt ilnro51ficiÈd funds ResiFicieiJ funds lo nearest É Lnclowmenl ftjnds lo ne*èyt£ Dp;.311s ne71eS1 E B1 Cash funds CashAI Bank 61.277 roial cash funds 61,277 ar£ourtls1} Unrestricted ftjnds •) nearest£ Restricted funds toneare5tt Endowment funds ro neares1£ Oetails Fuhd io asser b CurTenl value onat Details Cost{op*onall Fund lowh assetbdon Detsils Van CostlapDon*l Current value tional 84 Assets retained for the charity s own use 41 1.787 Fund io hab¢lii rdatt$ Amountdue Don When due Details on B5 knabilits.es S59ned by one or Iwo t¢Ltstseson behalf of aU the truslets Date of roval Pnnt Name (91414Ql 06104/2021 John Bill CCKX R2 acco￿¢5 ISSI 1910312021 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/ members of** Charity Name **On accounts for the year ended** **Charity no (if any)** **Set out on pages** (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** . - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * _Please delete the words in the brackets if they do not apply._ **Signed: Date: Name: Relevant professional qualification(s) or body (if any):** **Address:** **October 2018** 1 **IER** **Section B Disclosure** Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . **October 2018** 2 **IER**