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2024-06-30-accounts

Stump Up For Trees CIO

Charity No. 1188226

Trustees' Report and Unaudited Accounts

30 June 2024

Stump Up For Trees CIO Contents

Pages
Trustees' Annual Report 2 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Statement of Cash flows 9
Notes to the Accounts 10 to 18
Detailed Statement of Financial Activities 19 to 20

Page 1

Stump Up For Trees CIO Trustees Annual Report

The trustees present their report with the unaudited financial statements of the charity for the year ended 30 June 2024.

REFERENCE AND ADMINISTRATIVE DETAILS

Charity No. 1188226

Trustees

The following trustees served during the year:

A.H. Colvin

A.R. Erskine

R.J. Roderick

J.C. Suter

R.A. Vaughan

Accountants

Andersons Acccountancy Services Ltd 10 The Cedars Llanfoist Abergavenny Monmouthshire NP7 9LX

Bankers

NatWest

Abergavenny

OBJECTIVES AND ACTIVITIES

We have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the Trustees consider how planned activities will contribute to the aims and objectives they have set, which are:

The advancement of environmental protection or improvement in particular but not exclusively by promoting and enabling the planting and successful management of trees and development of diverse natural habitats, and; The advancement of education in particular but not exclusively by the provision of information and activities increasing knowledge of trees, diverse habitats and environmental protection

To bring together practical and scientific knowledge about the role that trees and woodlands play in a prosperous, resilient, fair and equal society and present this in a comprehensive and accessible format available for public use.

More detail can be found on www.stumpupfortrees.org

ACHIEVEMENTS AND PERFORMANCE

Page 2

Stump Up For Trees CIO

Trustees Annual Report

In the year to 30th June 2024, Stump Up For Trees (SUFT) engaged with landowners and farmers at 94 different sites, providing advice, support and woodland creation planning services. This concluded in the successful planting of 92,687 trees on 33.8 hectares of land - 44,490 of these trees were planted by volunteers at 19 sites, equating to roughly 2,200 volunteer hours over the planting season. The remaining trees were planted by the landowners within SUFT schemes, by some of our trusted partners and in partnership with the Bannau Brycheiniog National Park Authority (BBNPA) as part of the ‘Traditional Boundaries of Wales’ scheme enabling over 13 farms to create more than 5kms of biodiverse hedgerows. In addition to our tree planting activities, monitoring took place at 23 existing plant sites, both to support landowners to ensure trees have the best chance of establishment and to inform and develop the SUFT's knowledge base and expertise in site development. Volunteers took part in 20 days of management and monitoring of our 122ha pilot site on Bryn Arw Common - activities included bracken clearance and ecological surveys of birds and flora, extending our educational survey training program.

The SUFT tree nursery now holds over 100,000 trees of approximately 35 species including 10,000 saplings grown from seed and 90,000 saplings purchased or donated and then grown-on, enabling us to develop and plan greater diversity in both the species and structure at our 2024/25 plant sites. The charity received grant funding from the BBNPA to increase our volunteer hours and engagement, increasing our volunteer days to an average of 300 hours per month at the nursery.

The charity continues in its aim to advance education in the field, primarily through detailed site plans and background information shared with landowners; the engagement and education of volunteers through our extensive range of volunteer activities. Which uniquely enable groups and individuals to engage in all stages of woodland creation for habitat restoration; and hosting university and school site visits to our pilot site Bryn Arw.

In particular this year, we have also focused on the targets below:-

· Establishment of long-term ecological monitoring programs ensuring continuous improvement and adaptation of conservation strategies.

· Direct contribution to reversing habitat loss and degradation through ecological restoration.

· Creating wetlands and wildflower schemes incorporated within the plant schemes.

· Developing a culture of environmental stewardship across communities, leading to sustained and widespread conservation actions.

Page 3

Stump Up For Trees CIO

Trustees Annual Report

Stump Up For Trees has also developed partnerships and networks both for education within and around upland conservation, but also to enable best practice and improved performance by engaging with partners who complement our work – including the very successful ‘Traditional Boundaries of Wales’ project with the BBNPA. At the launch of the new BBNPA management plan, Stump Up For Trees was hailed as a ‘Ser Y Bannau’ or ‘Star of the Beacons’ for its work.

FINANCIAL REVIEW

The Trustees require a minimum of 6 months of overhead expenditure to be kept in the unrestricted reserve fund. This would equate to approximately £61,000, which is well within the current level of £420,528. Principal funding sources have contributed to key objectives during the year through a system of service level agreements with funding partners and specific project grant applications. Funds are sought to pursue the key activities described above. Charitable expenditure is allocated closely to the performance of these activities. The Statement of Financial Activities shows a net balance on the Unrestricted Fund of £623,074, of which a total of £202,546 of the funds have been designated to meet contracted grants and £7,943 is held in Restricted Funds. The charity is now securely placed to be able to commit to longer term projects.

PLANS FOR FUTURE PERIODS

The trustees follow a business plan for activities that provides for ongoing achievement of its charitable aims. This plan is reviewed and updated annually, as the charity develops. Woodland creation, biodiversity enhancement and associated activities are a long-term process: the charities successful funding structure delivers continuity of support from the early stages of seed sourcing, throughout woodland creation, and for a full 12-year term. No woodland will be planted until funding for the full 12-year maintenance period has been raised and is in place.

The charity remains flexible and proactive in seeking funding for its activities. It provides an opportunity for landowners to improve and protect biodiversity and sequester carbon chiefly through planting trees. Stump Up For Trees offers a flexible approach to create opportunities for landowners to benefits from a change in land use, to provide ecosystem services. The trustees will ensure that the organisation continues to enhance the services it provides to meet the needs of its supporters and the general public. An operations manager was hired during this period to support the continued growth of the charity’s activities. The educational program including: exploring a program of creative work with children in primary schools; engaging with Masters researchers in both social and environmental sciences; engaging with the community interests group and re-instating a public footpath through the Cradle For Nature woodland.

STRUCTURE, GOVERNANCE AND MANAGEMENT

The charity was registered on 27th February 2020. Its governing document is its constitution. There are five Trustees; Andrew Erskine, Richard Roderick, Hugh Colvin, James Suter and Bob Vaughan. There is an independent Project Director, a General Manager, an independent part-time Finance officer, two part-time Woodland Creation Officers, an Operations Manager plus a Nursery Manager and a part-time administrative assistant. The charity trustees are appointed by the existing trustees. SUFT currently has a database of over 900 supporters who receive our newsletter, 600 volunteers on our database with over 250 actively engaging in events and activities. These are seasonal with tree planting taking place between November to March, the ecological surveys, monitoring and management from April to October and activities at the nursery are year-round. In the period to 30th June 2024 over 250 volunteers put in more than 8000 hours contributing across our activities.

Statement of trustees' responsibilities in relation to the financial statements

Page 4

Stump Up For Trees CIO Trustees Annual Report

The charity trustees are responsible for preparing a trustees' annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust deed. The Trustees are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.

Signed on behalf of the charity's trustees

A.R. Erskine Trustee 06 March 2025

Page 5

Stump Up For Trees CIO Independent Examiners Report

Independent Examiner's Report to the trustees of Stump Up For Trees CIO

I report to the trustees on my examination of the financial statements of Stump Up For Trees CIO for the year ended 30 June 2024 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows and the related notes.

Responsibilities and basis of report

As the charity's trustees you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011('the Act'). The trustees consider that an audit is not required for this year under the Charities Act 2011, s.144(2) (the 2011 Act) and that an independent examination is needed.

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

As the charity's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination by being a qualified member of FCA/ ICAEW.

I have completed my examination. I can confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

Mary Anderson FCA/ ICAEW Andersons Acccountancy Services Ltd

10 The Cedars

Llanfoist

Abergavenny Monmouthshire NP7 9LX 06 March 2025

Page 6

Stump Up For Trees CIO Statement of Financial Activities

for the year ended 30 June 2024

Unrestricted Restricted
funds funds Total funds Total funds
2024 2024 2024 2023
Notes £ £ £ £
Income and endowments
from:
Donations and legacies 3 385,855 28,362 414,217 232,907
Charitable activities 4 - 11,842 11,842 9,770
Investments 5 8,181 - 8,181 1,477
Total 394,036 40,204 434,240 244,154
Expenditure on:
Raising funds 6 - - - 50
Charitable activities 7 95,545 49,731 145,276 111,217
Other 8 28,466 - 28,466 20,146
Total 124,011 49,731 173,742 131,413
Net gains on investments - - - -
Net income 9 270,025 (9,527) 260,498 112,741
Transfers between funds - - - -
Net income before other
gains/(losses)
270,025 (9,527) 260,498 112,741
Other gains and losses
Net movement in funds 270,025 (9,527) 260,498 112,741
Reconciliation of funds:
Total funds brought forward 353,049 17,470 370,519 257,778
Total funds carried forward 623,074 7,943 631,017 370,519

Page 7

Stump Up For Trees CIO

Balance Sheet

at 30 June 2024

Charity No. 1188226 2024 2023
£ £
Fixed assets
Tangible assets 11 1,987 2,650
1,987 2,650
Current assets
Stocks 12 17,149 9,200
Debtors 13 5,198 4,057
Cash at bank and in hand 621,088 366,518
643,435 379,775
Creditors:Amount falling due within one year 14 (14,405) (11,906)
Net current assets 629,030 367,869
Total assets less current liabilities 631,017 370,519
Net assets excluding pension asset or liability 631,017 370,519
Total net assets 631,017 370,519
The funds of the charity
Restricted funds 15
Restricted income funds 7,943 17,470
7,943 17,470
Unrestricted funds 15
General funds 420,528 259,751
Designated funds 202,546 93,298
623,074 353,049
Reserves 15
Total funds 631,017 370,519

Approved by the trustees on 06 March 2025

And signed on their behalf by:

A.R. Erskine Trustee 06 March 2025

Page 8

Stump Up For Trees CIO Statement of Cash flows

for the year ended 30 June 2024

2024 2023
£ £
Cash flows from operating activities
Net income per Statement of Financial Activities 260,498 112,741
Adjustments for:
Depreciation of property, plant and equipment 663 -
Dividends, interest and rents from investments (8,181) (1,477)
Increase in stocks (7,949) (308)
Increase in trade and other receivables (1,141) (3,936)
Increase/(Decrease) in trade and other payables 2,499 (6,802)
Net cash provided by operating activities 246,389 100,218
Cash flows from investing activities
Dividends, interest and rents from investments 8,181 1,477
Net cash from/(used in) investing activities 8,181 (1,173)
Net cash from financing activities - -
Net increase in cash and cash equivalents 254,570 99,045
Cash and cash equivalents at the beginning of the year 366,518 267,473
Cash and cash equivalents at the end of the year 621,088 366,518
Components of cash and cash equivalents
Cash and bank balances 621,088 366,518
621,088 366,518

Page 9

Stump Up For Trees CIO Notes to the Accounts

for the year ended 30 June 2024

Basis of preparation

The financial statements have been prepared in accordance with Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic if Ireland (FRS 102) issued on 16 July 2014 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

Fund accounting

Income

Page 10

Stump Up For Trees CIO Notes to the Accounts

Expenditure

Taxation

The charity is exempt from tax on its charitable activities.

Tangible fixed assets and depreciation

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life:

Fixtures, fittings and 33.33% straight line equipment Motor vehicles 25% reducing balance

Stocks

Stock is included at the lower of cost or net realisable value. Donated items of stock are recognised at fair value which is the amount the charity would have been willing to pay for the items on the open market.

Trade and other debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash and cash equivalents

Cash and cash equivalents comprise cash at bank and on hand, demand deposits with banks and other short-term highly liquid investments with original maturities of three months or less and bank overdrafts. In the statement of financial position, bank overdrafts are shown within borrowings or current liabilities. In the Statement of Cash Flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an integral part of the company's cash management.

Page 11

Stump Up For Trees CIO Notes to the Accounts

Trade and other creditors

Short term creditors are measured at the transaction price. Other creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Leased assets

Where the charity enters into a lease which entails taking substantially all the risks and rewards of ownership of an asset, the lease is treated as a finance lease.

Leases which do not transfer substantially all the risks and rewards of ownership to charity are classified as operating leases.

Assets held under finance leases are initially recognised as assets of the charity at their fair value at the inception of the lease or, if lower, at the present value of the minimum lease payments. The corresponding liability to the lessor is included in the balance sheet date as a finance lease obligation. Lease payments are apportioned between finance expenses and reduction of the lease obligation so as to achieve a constant rate of interest on the remaining balance of the liability. Finance expenses are recognised immediately, unless they are directly attributable to qualifying assets, in which case they are capitalised in accordance with the charity's policy on borrowing costs.

Assets held under finance leases are depreciated in the same way as owned assets.

Operating lease payments are recognised as an expense on a straight-line basis over the lease term. In the event that lease incentives are received to enter into operating leases, such incentives are recognised as a liability. The aggregate benefit of incentives is recognised as a reduction of rental expense on a straight-line basis.

Pension costs

The charity operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the charity pays fixed contributions into a separate entity. Once the contributions have been paid the charity has no further payments obligations. The contributions are recognised as expenses when they fall due. Amounts not paid are shown in accruals in the balance sheet. The assets of the plan are held separately from the charity in independently administered funds.

Receipt of donated goods, facilities and services

All donated goods, facilities and services received are recognised within incoming resources and expenditure at an estimate of the value to the charity.

Page 12

Stump Up For Trees CIO

Notes to the Accounts

2 Statement of Financial Activities - prior year

2 Statement of Financial Activities - prior year
Unrestricted Restricted
funds **funds ** Total funds
2023 2023 2023
£ £ £
Income and endowments from:
Donations and legacies 219,860 13,047 232,907
Charitable activities - 9,770 9,770
Investments 1,477 - 1,477
Total 221,337 22,817 244,154
Expenditure on:
Raising funds 50 - 50
Charitable activities 62,967 48,250 111,217
Other 20,146 - 20,146
Total 83,163 48,250 131,413
Net income 138,174 (25,433) 112,741
Net income before other
gains/(losses)
138,174 (25,433) 112,741
Other gains and losses:
Net movement in funds 138,174 (25,433) 112,741
Reconciliation of funds:
Total funds brought forward 214,875 42,903 257,778
Total funds carried forward 353,049 17,470 370,519
3 Income from donations and legacies
Unrestricted Restricted Total Total
2024 2023
£ £ £ £
Donations and legacies 385,855 28,362 414,217 232,907
385,855 28,362 414,217 232,907
4 Income from charitable activities
Restricted Total Total
2024 2023
£ £ £
Grants 11,842 11,842 9,770
11,842 11,842 9,770

Page 13

Stump Up For Trees CIO Notes to the Accounts

5 Income from investments

6
Expenditure on raising funds
Fundraising trading costs
Fundraising costs
7
Expenditure on charitable activities
Expenditure on charitable
activities
Landowner costs
Project management
Other direct costs
Salaries/ wages
Pension costs
Advertising
Bank charges
Governance costs
Accountancy
Insurance
Other legal and professional
IT and admin costs
Unrestricted
Total
Total
2024
2023
£
£
£
8,181
8,181
1,477
8,181
8,181
1,477
Total
Total
2024
2023
£
£
-
50
-
50
Unrestricted
Restricted
Total
Total
2024
2023
£
£
£
£
-
33,232
33,232
36,530
26,383
-
26,383
37,263
9,271
16,499
25,770
19,070
51,039
-
51,039
13,938
2,138
-
2,138
602
1,401
-
1,401
813
389
-
389
725
1,396
-
1,396
684
1,937
-
1,937
520
485
-
485
386
1,106
-
1,106
686
95,545
49,731
145,276
111,217

Page 14

Stump Up For Trees CIO Notes to the Accounts

8 Other expenditure

8 Other expenditure
Unrestricted Total Total
2024 2023
£ £ £
Employee costs 15,825 15,825 8,729
Motor and travel costs 582 582 -
Amortisation, depreciation,
impairment, profit/loss on 663 663 -
disposal of fixed assets
Legal and professional costs 11,396 11,396 11,417
28,466 28,466 20,146
9 Net income before transfers
2024 2023
This is stated after charging: £ £
Depreciation of owned fixed assets 663 -
10 Staff costs
2024 2023
Salaries and wages 15,106 8,338
Pension costs 719 391
15,825 8,729
No employee received emoluments in excess of £60,000.
Total employee benefits received by key management - 1
personnel
11 Tangible fixed assets
Fixtures, Motor
fittings and vehicles Total
equipment
£ £ £
Cost or revaluation
At 1 July 2023 1,250 1,400 2,650
At 30 June 2024 1,250 1,400 2,650
Depreciation and
impairment
Depreciation charge for the 313 350 663
year
At 30 June 2024 313 350 663
Net book values
At 30 June 2024 937 1,050 1,987
At 30 June 2023 1,250 1,400 2,650

Page 15

Stump Up For Trees CIO Notes to the Accounts

12 Stocks

12 Stocks
Finished goods
Carrying value analysed by activities
Stock of canes and guards
13 Debtors
Prepayments and accrued income
14 Creditors:
amounts falling due within one year
Other taxes and social security
Other creditors
Accruals
2024
2023
£
£
17,149
9,200
17,149
9,200
2024
2023
£
£
17,149
9,200
17,149
9,200
2024
2023
£
£
5,198
4,057
5,198
4,057
2024
2023
£
£
1,898
-
1,901
274
10,606
11,632
14,405
11,906

Page 16

Stump Up For Trees CIO Notes to the Accounts

15 Movement in funds

Movement in funds
Incoming
resources
At 1 July (including
other
Resources
expended
Gross
transfers
At 30 June
2024
2023 gains/losses)
£ £ £ £
Restricted funds:
Restricted income funds:
Education services 1,929 - - - 1,929
Tree Planting Donations 8,508 28,362 (33,232) - 3,638
TNL Community Fund 7,033 11,842 (16,499) - 2,376
Total 17,470 40,204 (49,731) - 7,943
Unrestricted funds:
General funds 259,751 394,036 (124,011) (109,248) 420,528
Designated funds:
Tree Planting 93,298 - - 109,248 202,546
Total 93,298 - - 109,248 202,546
Total funds 370,519 434,240 (173,742) - 631,017

Purposes and restrictions in relation to the funds:

Restricted funds:
Education services Education programme
Tree Planting Donations Tree planting
TNL Community Fund To provide nursery support and access improvements
Designated funds:
Tree Planting Provision for future liabilities of tree planting

16 Analysis of net assets between funds

Analysis of net assets between funds
Unrestricted Restricted Total
funds funds
£ £ £
Fixed assets 1,987 - 1,987
Net current assets 621,087 7,943 629,030
623,074 7,943 631,017

Page 17

Stump Up For Trees CIO Notes to the Accounts

17 Reconciliation of net debt

At 1 July At 30 June
2023 Cash flows 2024
£ £ £
Cash and cash equivalents 366,518 254,570 621,088
366,518 254,570 621,088
Net debt 366,518 254,570 621,088
Commitments
Operating lease commitments
Annual commitments under non-cancellable operating leases are as follows:
2024 2024 2023 2023
Land and Land and
Other Other
buildings buildings
£ £ £ £
Operating leases with expiry date:
In the second to fifth years inclusive 5,783 - 5,783 -
5,783 - 5,783 -
Pension commitments
2024 2023
£ £
The pension cost charge to the charity
amounted to: 719 993
Unpaid contributions due to the fund are
included in other creditors and amounted to: 428 274

18 Commitments

Page 18

Stump Up For Trees CIO Detailed Statement of Financial Activities

for the year ended 30 June 2024

Unrestricte Restricted
d funds funds Total funds Total funds
2024 2024 2024 2023
£ £ £ £
Income and endowments from:
Donations and legacies
Donations and legacies 385,855 28,362 414,217 232,907
385,855 28,362 414,217 232,907
Charitable activities
Grants - 11,842 11,842 9,770
- 11,842 11,842 9,770
Investments
8,181 - 8,181 1,477
8,181 - 8,181 1,477
Total income and endowments 394,036 40,204 434,240 244,154
Expenditure on:
Costs of other trading activities
Fundraising costs - - - 50
- - - 50
Total of expenditure on raising - - - 50
funds
Charitable activities
Landowner costs - 33,232 33,232 36,530
Project management 26,383 - 26,383 37,263
Other direct costs 9,271 16,499 25,770 19,070
Salaries/ wages 51,039 - 51,039 13,938
Pension costs 2,138 - 2,138 602
Advertising 1,401 - 1,401 813
Bank charges 389 - 389 725
90,621 49,731 140,352 108,941
Governance costs
Accountancy 1,396 - 1,396 684
Insurance 1,937 - 1,937 520
Other legal and professional 485 - 485 386
IT and admin costs 1,106 - 1,106 686
4,924 - 4,924 2,276
Total of expenditure on charitable
activities
95,545 49,731 145,276 111,217
Employee costs
Salaries/wages 15,106 - 15,106 8,338
Pension costs 719 - 719 391
15,825 - 15,825 8,729
Motor and travel costs

Page 19

Stump Up For Trees CIO

Detailed Statement of Financial Activities

Vehicles - General costs 582 - 582 -
582 - 582 -
General administrative costs,
including depreciation and
amortisation
Depreciation of Fixtures, fittings
- - - -
and equipment
Depreciation of Motor vehicles 663 - 663 -
663 - 663 -
Legal and professional costs
Other legal and professional
costs
11,396 - 11,396 11,417
11,396 - 11,396 11,417
Total of expenditure of other costs 28,466 - 28,466 20,146
Total expenditure 124,011 49,731 173,742 131,413
Net gains on investments - - - -
Net income 270,025 (9,527) 260,498 112,741
Net income before other
gains/(losses)
270,025 (9,527) 260,498 112,741
Other Gains - - - -
Net movement in funds 270,025 (9,527) 260,498 112,741
Reconciliation of funds:
Total funds brought forward 353,049 17,470 370,519 257,778
Total funds carried forward 623,074 7,943 631,017 370,519

Page 20

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