Trustees’ Annual Report for the period
From Period start date 1.4.22 To Period end date 31.3.23
Charity name: Tree-mendous Learning
Charity registration number: 1181285
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1) To advance in life and help young people in North Cumbria through: a: The provision of recreational and leisure time activities provided in the interest of social welfare, designed to improve their conditions or life. b: Providing support and activities which develop their skills & capabilities to enable them to participate in society, as mature and responsible individuals. 2) To advance the education for the public benefit of young people in North Cumbria in the protection and conservation of the environment by providing opportunities for learning in the natural environment. 3) To advance the health and wellbeing of young people in North Cumbria through active enjoyment of green spaces. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Facilitate outdoor learning programs for young people to develop life skills, confidence, and enjoyment of the great outdoors. Explore nature & have a relationship with the outdoors and the world in which they live. Using forest school principals including tools, campfire, creative learning & play. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Tree-mendous Learning equality policy states ‘Principle 7: Society should benefit. We intend that our policies and activities should benefit society, both locally and nationally, by fostering greater social cohesion, and greater participation in public life of’ |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment A ll trustees’ are volunteers Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | 385 young people aged 3- 11 have taken part in outdoor learning projects made possible by Tree-mendous Learning in this financial year. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Good |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | No Reserves – All grant funding allocated & spent on completion of each project. |
| Amount of reserves held | Para 1.22 | £50 |
| Reasons for holding zero reserves |
Para 1.22 | Funding comes primarily from local community grants. The charity plans to work together with The Woodland Trust in the future planting trees and making a difference to the local environment and the current climate crisis. |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Hallburn Community Benefit Fund |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The charity has 4 trustees. Every trustee must be appointed for five-year term There must be a minimum of three trustees. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | |
|---|---|---|
| You may choose to include further statements | where relevant about: | |
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Tree-mendous Learning has adopted the following polices which are reviewed annually. Child protection Policy Safeguarding policy Equality Policy |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
Charity name Other name the charity uses Registered charity number Charity’s principal address
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Alison Dickinson | Chair | |||
| Clare Sowerby | Treasurer | |||
| Nichola Story | Secretary | |||
| Stella Lewsley | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
C Sowerby | |
|---|---|---|
| Clare Sowerby | ||
Treasurer |
||
| 10/10/2023 | ||
| 10/10/2023 |
Tree-mendous Learning Annual Report to Trustees 2022- 2023
Charity Registered 20/12/2018 Trustees: C Sowerby
A Dickinson
S Lewsley
N Story
Charity Objects:
To advance in life and help young people in North Cumbria through:
a: The provision of recreational and leisure time activities provided in the interest of social welfare, designed to improve their conditions or life;
b: Providing support and activities which develop their skills & capabilities to enable them to participate in society, as mature and responsible individuals.
2) To advance the education for the public benefit of young people in North Cumbria in the protection and conservation of the environment by providing opportunities for learning in the natural environment.
- 3) To advance the health and wellbeing of young people in North Cumbria through active enjoyment of green spaces.
Grant Income
Tree-mendous Learning Grant Income April 2022 – March 2023
| Project Title | Grant Fund | Date Funds Received |
Amount Claimed |
School / Participants | No of young people benefitted |
Grant Claims completed |
|---|---|---|---|---|---|---|
| EYFS – Helping them Grow RNB 2021 4082 |
Grantscape Hallburn Community Benefit Fund |
5/7/22 | £7000 | Longtown Primary Blackford Primary Fir Ends Pear Tree Nursery |
EYFS & KS1 - 175 |
30/6/22 |
| KS2 Forest School RNB 2022 4411 |
Grantscape Hallburn Community Benefit Fund |
2/8/22 9/12/22 |
£1075 £7060 £8135 |
Longtown Primary Blackford Primary Fir Ends |
KS2 - 210 | Claim 1 summer 2022 31/7/22 Final Claim30/11/22 2022 |
| £15135 | 385 children have been involved in the above projects |
Year End; 30th March 2023 – Annual return - completed by C Sowerby
Submitted charity commission:
Charitable Donations TW Armstrong & Sons – land agreement 48 days per year