MERSEY FOREST FOUNDATION
The charitable activities are those of the enhancement and improvement, maintenance and protection of the environment and landscape within the North West, for the benefit of the public.
Objects
(1) THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE PROMOTION FOR THE BENEFIT OF THE PUBLIC GENERALLY ANY CHARITABLE PURPOSE WITHIN THE NORTH WEST OF ENGLAND OR ELSEWHERE AS THE TRUSTEES SHALL DETERMINE CONNECTED WITH THE ENHANCEMENT AND IMPROVEMENT, MAINTENANCE AND PROTECTION OF THE ENVIRONMENT AND LANDSCAPE AND IN PARTICULAR TO:(A) PROMOTE, PROVIDE AND ENHANCE WOODLAND FOR THE BENEFIT OF THE PUBLIC;(B) PROMOTE THE GENERAL IMPROVEMENT OF AGRICULTURE AND OF INDUSTRY AND COMMERCE PARTICULARLY IN RELATION TO WOODLAND OR FORESTRY PRODUCTS;(C) PROMOTE AND PROVIDE FOR THE IMPROVEMENT OF DERELICT LAND OR HARMFUL SITES;(D) PROVIDE OR HELP TO PROVIDE FOR THE GENERAL PUBLIC FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION PARTICULARLY INVOLVING THE ENJOYMENT OF LAND AND WOODLAND AS A PUBLIC AMENITY (AND IN FURTHERANCE TO HELP TO PROVIDE SAFE AND CONVENIENT ROUTES AND MODES OF TRANSPORT FOR THE PUBLIC, FOR SAFE CYCLING, AND FOR THE DEVELOPMENT OF FACILITIES INCLUDING NATURE TRAILS, RESERVES AND SANCTUARIES, HORSE AND CYCLE AND FOOTWAYS, PARKLAND AND VISITOR FACILITIES AND CAR PARKS);(E) PROMOTE COMMUNITY PARTICIPATION IN HEALTHY RECREATION BY PROVIDING FACILITIES FOR PLAYING PARTICULAR SPORTS;(F) EDUCATE THE PUBLIC IN ENVIRONMENTAL MATTERS, IN ECOLOGY AND PROVIDE BETTER APPRECIATION OF THE ENVIRONMENTS AND WAYS OF BETTER SERVING, PROTECTING AND IMPROVING THE SAME AND EDUCATION AND TRAINING IN ALL MATTERS RELATING TO THE ENVIRONMENT AND ITS INTERACTION WITH THE SOCIAL AND ECONOMIC WELLBEING OF THE COMMUNITY;(G) PROMOTE THE ARTS WITHIN THE WOODLAND AND NATURAL ENVIRONMENTS;(H) PROMOTE FOR THE BENEFIT OF THE PUBLIC THE ECOLOGY AND USE OF THE NATURAL ENVIRONMENT AND ALL SPECIES LIVING IN IT;(I) PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, ENHANCEMENT AND IMPROVEMENT OF THE ENVIRONMENT AND TO EDUCATE THE PUBLIC IN THE IMPORTANCE OF SUSTAINABLE DEVELOPMENT IN RELATION TO ALL THE ACTIVITIES OF THE CHARITY. FOR THE PURPOSES OF THIS SUB-ARTICLE, THE PHRASE 'SUSTAINABLE DEVELOPMENT' SHALL MEAN DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS AND IN APPLYING THIS DEFINITION REGARD SHALL BE HAD TO THE FOLLOWING FACTORS NAMELY, TO SOCIAL PROGRESS WHICH RECOGNISES THE NEEDS OF EVERYONE; EFFECTIVE PROTECTION OF THE ENVIRONMENT; PRUDENT USE OF NATURAL RESOURCES AND MAINTENANCE OF HIGH AND STABLE LEVELS OF ECONOMIC GROWTH AND EMPLOYMENT;(J) PROMOTE AND PROTECT 'GREEN INFRASTRUCTURE' WHICH SHALL MEAN THE LIVING NETWORK OF GREEN SPACES, WATER AND OTHER ENVIRONMENTAL FEATURES IN BOTH RURAL AND URBAN AREAS AND SHALL INCLUDE TREES, PARKS, GARDENS, ROAD VERGES, ALLOTMENTS, CEMETERIES, WOODLANDS, RIVERS, WETLANDS, FARMLAND AND OTHER NATURAL FEATURES THAT OPERATE AS FLOOD PROTECTION, CARBON STORAGE OR WATER PURIFICATION; AND(K) PROTECT THE ENVIRONMENT AGAINST THE EFFECTS OF CLIMATE CHANGE INCLUDING THE CARRYING OUT OF ACTIVITIES TO MITIGATE THE EFFECTS OF, AND ADAPT TO, CLIMATE CHANGE.(2) SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £150,508, which the trustees deem adequate against a stated policy target of approximately £8,000. The charity reported a net incoming resource of £74,879 for the year, with total income of £81,660 and total expenditure of £6,781, resulting in a strong financial position.
What the accounts disclose
“The trustees consider that the ideal level of reserves as at 30th June 2025 would be in the region of £8K being 2 years of core administration costs at their current level for insurance, accounting, governance and general admin.” — page 8
“During the year there was one invoice raised by Community Forest Trust, the parent charity, totalling £36,830. This balance was still due at year end, and relates to costs incurred in Community Forest Trust which relate to Mersey Forest Foundation.” — page 25
“There was also £2,263 owed to Community Forest Trust as at 30 June 2025 relating to insurance costs.” — page 25
“During the year there was one invoice raised by Community Forest Trust, the parent charity, totalling £36,830. This balance was still due at year end, and relates to costs incurred in Community Forest Trust which relate to Mersey Forest Foundation.” — page 25
“There was also £2,263 owed to Community Forest Trust as at 30 June 2025 relating to insurance costs.” — page 25
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Volunteers: 125
Self-declared on the annual return for the financial year ending 30/06/2024
- Volunteers: 100
Trustees
- PAUL ANTHONY NOLAN BSC MSCchair
- DAVID PAUL SHAW
- David McAleavy
- Dr Urmila Jha Thakur
- Roger Pearson
- Trevor John Nicoll
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £124k | £49k |
| 30/06/2024 | £58k | £39k |
| 30/06/2023 | £38k | £3k |
| 31/03/2022 | £14k | £5k |
| 31/03/2021 | £40k | £42k |
Common questions
Is MERSEY FOREST FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £150,508, which the trustees deem adequate against a stated policy target of approximately £8,000. The charity reported a net incoming resource of £74,879 for the year, with total income of £81,660 and total expenditure of £6,781, resulting in a strong financial position. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 01/04/2019 | £11k | Warmingham Seepage Barriers Project |
| UK government | 01/04/2019 | £4k | Warmingham Seepage Barriers Project |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NORTHWICK TRUST | 2 | £55k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 2 | £38k |
| SCHRODER CHARITY TRUST | 2 | £8k |
| THE ALA GREEN CHARITABLE TRUST | 1 | £878k |
| THE TRESANTON TRUST | 1 | £531k |
| THE TREE COUNCIL | 1 | £492k |
| INTERNATIONAL INSTITUTE FOR ENVIRONMENT AND DEVELOPMENT | 1 | £188k |
| THE ALLEN OVERY SHEARMAN STERLING FOUNDATION | 1 | £155k |
Charities like this
- THE BENTLEY WOOD CHARITABLE TRUST
- THE ROYAL FORESTRY SOCIETY
- THE WEST FOUNDATION
- INTERNATIONAL TREE FOUNDATION
- FOREST PEOPLES PROGRAMME
- MOOR TREES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MERSEY FOREST FOUNDATION | £124k | — | 0 | above | — | no doubt |
| THE BENTLEY WOOD CHARITABLE TRUST | £342k | — | 0 | unclear | — | no doubt |
| THE ROYAL FORESTRY SOCIETY | £1.0m | — | — | below | — | no doubt |
| THE WEST FOUNDATION | £77k | — | 0 | above | — | no doubt |
| INTERNATIONAL TREE FOUNDATION | £1.4m | — | 0 | above | — | no doubt |
| FOREST PEOPLES PROGRAMME | £9.6m | — | — | unclear | — | noted |