Finance Score: 0

Governance Score: 3

Support Score: 8

No PartB

Good trustee age range: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 11

UK OVERSEAS TERRITORIES CONSERVATION FORUM

Education and TrainingEnvironment, conservation and heritage

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£362	£338	£24	n/a	n/a	n/a	n/a	n/a	100
31/03/22	£266	£262	£4	n/a	n/a	n/a	n/a	n/a	21
31/03/21	£302	£273	£29	n/a	n/a	n/a	n/a	n/a	20
31/03/20	£245	£245	£0	n/a	n/a	n/a	n/a	n/a	20
31/03/19	£263	£289	£-25	n/a	n/a	n/a	n/a	n/a	20
31/03/18	£403	£389	£15	£0	£0	£0	n/a	0	0
31/03/17	£420	£410	£9	£0	£0	£0	n/a	0	0
31/03/16	£371	£426	£-55	£0	£0	£0	n/a	0	0
31/03/15	£492	£422	£70	£0	£0	£0	n/a	0	0
31/03/14	£400	£391	£10	£0	£0	£0	n/a	0	0
31/03/13	£265	£307	£-42	£0	£0	£0	n/a	0	0
31/03/12	£360	£356	£4	£0	£0	£0	n/a	0	0
31/03/11	£274	£295	£-21	£0	£0	£0	n/a	0	0
31/03/10	£281	£378	£-97	£0	£0	£0	n/a	0	0
31/03/09	£284	£234	£49	£0	£0	£0	n/a	0	0
31/03/08	£181	£153	£29	£0	£0	£0	n/a	0	0
31/03/07	£248	£247	£1	£0	£0	£0	n/a	0	0
31/03/06	£144	£148	£-4	£0	£0	£0	n/a	0	0
31/03/05	£179	£122	£57	£0	£0	£0	n/a	0	0
31/03/04	£37	£72	£-35	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

www.ukotcf.org

mpienkowski@ukotcf.org

07778841233

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Anguilla, Antarctica, Bermuda, British Indian Ocean Territory, British Virgin Islands, Cayman Islands, Cyprus, Falkland Islands, Gibraltar, Guernsey, Isle Of Man, Jersey, Montserrat, Pitcairn, Henderson, Ducie And Oeno Islands, Saint Helena, South Georgia And South Sandwich Islands, Turks And Caicos Islands,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
100 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£10,000	23/09/2022	Supporting local communities in the UK’s Overseas Territories (UKOTs) & Crown Dependencies (CDs) to protect their globally important biodiversity
Department for Environment, Food and Rural Affairs - DPLUS155: Securing Montserrats threatened endemic species and natural capital through community-action
£73,541	16/12/2021	Adopt a Home for Wildlife (already successfully piloted) enables Montserratians to undertake informeddecisions and actions on land they manage, via training and advice to 100 individuals, so ....more Adopt a Home for Wildlife (already successfully piloted) enables Montserratians to undertake informeddecisions and actions on land they manage, via training and advice to 100 individuals, so Montserrats uniquewildlife and ecosystems thrive. Livelihoods, based on sustainable-use of natural resources (e.g. food-security,low-impact ecotourism), are demonstrated and promoted. A network of community-led managed conservationareas, covering 100ha, established, stimulating action and engagement among 3,000 Montserratians,addressing urgent challenges to the islands biodiversity (e.g. invasive plants displacing native species).
Garfield Weston Foundation - Main Grants award
£10,000	04/12/2020	Safeguarding biodiversity in the UK’s Overseas Territories and Crown Dependencies

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 44-76

ANDREW JOHN PEARCE Appointed: 2022, Occupation: Director/Trustee

DACE GROUND, Occupation: Attorney

DR KEITH JOSEPH BENSUSAN Appointed: 2022, Occupation: Director Gib.Botanic Gdns

LEIGH SHERIDAN MORRIS Appointed: 2023, Occupation: Ceo Manx Wildlife Trust

DR MICHAEL WILLIAM PIENKOWSKI (Chair), Occupation: Nature Conservation

JOAN LORRAINE WALLEY Appointed: 2020, Occupation: Retired

KATHLEEN MARY WOOD Appointed: 2015, Occupation: Director Of Environment

NIGEL ROBERT HAYWOOD Appointed: 2014, Occupation: Director, Other trusteeships: THE UNITED KINGDOM FALKLAND ISLANDS TRUST, THE FALKLAND ISLANDS TRUST,

PETER BECKINGHAM Appointed: 2018, Occupation: Retired

SARITA VIOLETA FRANCIS Appointed: 2014, Occupation: Director

ALEXANDER JOHN RANDALL Appointed: 2019, Occupation: Company Director, Other trusteeships: ROYAL SOCIETY FOR THE PROTECTION OF BIRDS, THE BAT CONSERVATION TRUST, SARACENS SPORT FOUNDATION, HUMAN TRAFFICKING FOUNDATION, Thin Green Line Foundation UK,

Legal constitution

Charitable company registered in England & Wales on 04/10/1996, number: 1058483
Registered at Companies House on 26/06/1996, number: 03216892

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Helen Rolfe & Co
Icknield Court
Back Street
Wendover
Aylesbury
HP22 6EB

Objectives

[1] THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY INCREASING THEIR KNOWLEDGE AND UNDERSTANDING AND PRACTICE OF THE CONSERVATION OF PLANTS, ANIMALS AND OTHER WILDLIFE, THEIR NATURAL HABITANTS AND THE NEED FOR SUCH CONSERVATION PARTICULARLY IN THE OVERSEAS TERRITORIES OF THE UNITED KINGDOM INCLUDING PROMOTING AND UNDERTAKING RESEARCH IN THE PRINCIPLES AND PRACTICE OF WILDLIFE CONSERVATION AND PUBLISHING THE USEFUL RESULTS OF SUCH RESEARCH). [2] THE ADVANCEMENT OF EDUCATION GENERALLY AND SUCH OTHER PURPOSES FOR THE BENEFIT OF THE COMMUNITY AS SHALL BE EXCLUSIVELY CHARITABLE.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources