TREEBEARD TRUST
Financial health, per its FY2024 accounts
The accounts state that the charity ended the year with net assets of £25,270,579, an increase from the previous year's £23,224,857. The trustees report that cash reserves of £2.9m at bank, plus over £9m in cash and gilts, exceed their stated policy target of roughly £2.5m, which is intended to cover two years of annual expenditure. The independent auditors confirmed that there are no material uncertainties related to the charity's ability to continue as a going concern.
What the accounts disclose
“Longer term, our goal is to maintain cash reserves amounting to at least 10% of our total net assets, on the grounds that would cover two years' worth of annual expenditure. Based on our current size and budget that would amount to roughly £2.5m.” — page 5
“During the year, £1,100 was paid in fees to Yellow Hat Advisory in exchange for coaching services provided to the CEO of one of Treebeard Trust's charity partners.Yellow Hat Advisory is owned and operated by Andrew Purvis, a trustee of Treebeard Trust.” — page 22
“Barnaby Wiener is a director of 2 companies in which the charity has investment, with a value of £1,343,000 in total.” — page 22
“During the year, £1,100 was paid in fees to Yellow Hat Advisory in exchange for coaching services provided to the CEO of one of Treebeard Trust's charity partners.Yellow Hat Advisory is owned and operated by Andrew Purvis, a trustee of Treebeard Trust.” — page 22
“Barnaby Wiener is a director of 2 companies in which the charity has investment, with a value of £1,343,000 in total.” — page 22
Structured financials (annual return, FY ending 31/12/2025)
Register events
- Received assets from another charity (24/10/2024)
Trustees
- Barnaby Wienerchair
- Andrew Purvis
- Dr Cassandra Wiener
- Elisabeth Barrett
- Michael Mompi
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £706k | £1.6m |
| 31/12/2024 | £3.1m | £1.1m |
| 31/12/2023 | £263k | £1.1m |
Common questions
Is TREEBEARD TRUST financially healthy?
The accounts state that the charity ended the year with net assets of £25,270,579, an increase from the previous year's £23,224,857. The trustees report that cash reserves of £2.9m at bank, plus over £9m in cash and gilts, exceed their stated policy target of roughly £2.5m, which is intended to cover two years of annual expenditure. The independent auditors confirmed that there are no material uncertainties related to the charity's ability to continue as a going concern. Its FY2024 accounts were audited by Fuller Spurling.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NORTHWICK TRUST | 2 | £40k |
| CHAPMAN CHARITABLE TRUST | 2 | £6k |
| THE GUNTER CHARITABLE TRUST | 1 | — |
| COMMUNITY FOREST TRUST | 1 | £1.5m |
| THE BANISTER CHARITABLE TRUST | 1 | £742k |
| THE TRESANTON TRUST | 1 | £731k |
| THE PEARS FAMILY CHARITABLE FOUNDATION | 1 | £650k |
| THE FIDELITY UK FOUNDATION | 1 | £400k |