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TREEBEARD TRUST

Registered charity 1200102 · accounts filings on the Charity Commission register

Treebeard Trust is a charitable foundation which supports a wide range of social and environmental interventions through a mix of grant and investment funding.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£706k
Latest spending
£1.6m
Registered
2022
Accounts read
FY2024

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.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Donations and legacies (82% of income)
“The charity's incoming resources are derived from donations with gift aid totalling £2,507,750” — page 4
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: two years' worth of annual expenditure (roughly £2.5m) (held: £25.3m)
“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
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Fees paid to Yellow Hat Advisory, owned by trustee Andrew Purvis, for coaching services to a charity partner's CEO.
“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
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Barnaby Wiener is a director of 2 companies in which the charity has investments.
“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
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Fuller Spurling. Discloses 5 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £1.0m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2025)

Total income
£706k
Total spending
£1.6m
Cost of raising funds
£109k
Reserves (reported)
£6.8m
Employees
2

Reported reserves equal ~51.1 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 15.4% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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?

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. Its FY2024 accounts were audited by Fuller Spurling.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE NORTHWICK TRUST2£60k
THE ADRIAN SWIRE CHARITABLE TRUST2£28k
CHAPMAN CHARITABLE TRUST2£6k
THE OAKDALE TRUST2£4k
THE MILLENNIUM OAK TRUST1—
MOONDANCE FOUNDATION1£2.4m
National Philanthropic Trust UK Limited1£1.0m
ROYAL SOCIETY OF WILDLIFE TRUSTS1£799k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with INTERNATIONAL TREE FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
TREEBEARD TRUST£706k—0above—no doubt
INTERNATIONAL TREE FOUNDATION FY2024£1.4m—0above8.2%no doubt
THE WILLOW TREE TRUST FY2024£184k—0above—no doubt
TREEANGLE FOUNDATION FY2026£239k—0below—no doubt
THE BAY TREE CHARITABLE TRUST FY2024£165k—0above—no doubt
CITY OF TREES TRUST FY2025£3.6m——below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.