Finance Score: 3

Governance Score: 3

Support Score: 8

Liabilities <10%: +3
Volatile income: -3
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
All male board: -3

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 14

THE HAWK AND OWL TRUST LTD

Works to conserve wild bird of prey and their habitats and to encourage people to enjoy and understand these special birds. It carries out its objectives through creative conservation, practical research and imaginative education.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why is the Board completely male?

Financial issues to consider:

Income has been volatile recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£629	£616	£12	£45	£2,807	£567	11.1	30	135
31/03/22		£1,239	£833	£406	£41	£2,794	£541	7.8	27	135
31/03/21		£770	£601	£169	£41	£2,388	£358	7.1	18	140
31/03/20		£1,207	£541	£666	£70	£2,182	£318	7.1	16	150
31/03/19		£836	£675	£161	£68	£1,573	£279	5	16	150
31/03/18		£679	£635	£43	£63	£1,412	£298	5.6	14	0
31/03/17		£614	£547	£67	£91	£1,370	£373	8.2	14	0
31/03/16	*	£599	£586	£14	£120	£1,303	£182	3.7	15	0
31/03/15		£676	£686	£-10	£138	£1,289	£235	4.1	12	0
31/03/14		£491	£481	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£522	£489	£33	£127	£1,286	£303	7.4	9	0
31/03/12		£530	£479	£52	£128	£1,274	£294	7.4	12	0
31/03/11		£460	£482	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£405	£411	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£390	£435	£-45	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08?	*	£995	£506	£489	£127	£1,296	£281	6.7	10	0
31/12/06		£723	£855	£-131	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£452	£283	£169	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£265	£253	£12	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 8.9%
Fundraising Costs/Total Spending: 7.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 20%
Reserves/Spending: 11.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Balance Sheet History

Established: 28 years

https://hawkandowltrust.org/

enquiries@hawkandowltrust.org.uk

01328850590

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Hawk & Owl Trust
£112,781	16/02/2023	Project Hoot!
LUND TRUST - Towards core costs
£5,000	01/12/2022	To conserve wild birds of prey and their habitats
LUND TRUST - Towards core costs
£5,000	15/12/2021	To conserve wild birds of prey and their habitats
National Lottery Heritage Fund - Grant to Hawk and Owl Trust
£859,700	07/12/2017	Wensum Connections for People and Wildlife
National Lottery Heritage Fund - Grant to Hawk and Owl Trust
£86,700	12/01/2017	Norfolk Urban Peregrine Project (NUPP)
National Lottery Heritage Fund - Grant to Hawk and Owl Trust
£73,200	23/09/2015	Heritage Hands (Volunteering to Save our Heritage)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-72

DAVID MISSEN Appointed: 2015, Occupation: Chartered Accountant

DON EVANS Appointed: 2023, Occupation: Education Trust Ceo

DR ANDREW MCCULLOCH Appointed: 2021, Occupation: Company Director

HENRY ROBINSON Appointed: 2016, Occupation: Farmer

LLOYD SMART Appointed: 2023, Occupation: Biologist

MARTIN SHELDON READER Appointed: 2014, Occupation: Headmaster

MATTHEW LAWRENCE KIMBER Appointed: 2019, Occupation: Solicitor

PHILIP JAMES HOLMS Appointed: 2013, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 09/10/1996, number: 1058565
Registered at Companies House on 24/09/1996, number: 03254207

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
Investment
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

19 returns made; AR16: 24 days late, AR08: 4 days late,

Main office

TURF MOOR ROAD
SCULTHORPE
FAKENHAM
NORFOLK
NR21 9GN

Objectives

TO CONSERVE WILD BIRDS OF PREY (RAPTORS) AND THEIR HABITANTS THROUGH CONSERVATION, RESEARCH AND ANY OTHER MEANS AND TO UNDERTAKE ANY ACTIVITY WHICH WILL ENHANCE PUBLIC EDUCATION REGARDING RAPTORS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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