Finance Score: 3

Governance Score: 0

Support Score: 0

Liabilities <10%: +3

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

VALE LANDSCAPE HERITAGE TRUST

The Trust buys and rents land, and manages it in a traditional, wildlife friendly manner. Our conservation volunteers help in this respect on a weekly basis. Orchards, flood meadows and woodland are our main focus, but any land which has a landscape or heritage feature is considered. We hold and visit events where we explain these traditional ways to the local people.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end but this has been generated by an income surplus in the latest year

Established: 24 years

http://valetrust.weebly.com

valetrust@outlook.com

07794835953

Charity Commission for England and Wales

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		£515	£197	£317	£0	£2,902	£359	21.8	2	20
31/03/22	*	£307	£190	£117	n/a	n/a	n/a	n/a	n/a	20
31/03/21	*	£341	£354	£-13	n/a	n/a	n/a	n/a	n/a	25
31/03/20		£394	£310	£84	n/a	n/a	n/a	n/a	n/a	20
31/03/19		£394	£321	£72	n/a	n/a	n/a	n/a	n/a	20
31/03/18		£444	£136	£309	£0	£0	£0	n/a	0	0
31/03/17		£416	£113	£303	£0	£0	£0	n/a	0	0
31/03/16	*	£120	£108	£12	£0	£0	£0	n/a	0	0
31/03/15		£579	£498	£81	£3	£1,702	£103	2.5	1	0
31/03/14		£339	£68	£272	£0	£0	£0	n/a	0	0
31/03/13		£418	£70	£348	£0	£0	£0	n/a	0	0
31/03/12		£270	£60	£209	£0	£0	£0	n/a	0	0
31/03/11		£150	£51	£98	£0	£0	£0	n/a	0	0
31/03/10		£36	£34	£2	£0	£0	£0	n/a	0	0
31/03/09	*	£236	£59	£176	£0	£0	£0	n/a	0	0
31/03/08		£234	£233	£1	£0	£0	£0	n/a	0	0
31/03/07		£117	£61	£56	£0	£0	£0	n/a	0	0
31/03/06		£85	£85	£0	£0	£0	£0	n/a	0	0
31/03/05		£175	£109	£66	£0	£0	£0	n/a	0	0
31/03/04		£52	£9	£42	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 21.8 months
Net Current Assets/Spending: 48 months
Quick Ratio: 168

Asset Split ?

Listed activities

Education/Training
Environment/Conservation/Heritage

How it operates

Provides buildings/facilities/open space

Where it operates

Worcestershire,

Who it helps

The General Public/Mankind

Who works here?

2 employees
20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

BETTY BALLARD Appointed: 2014

COLIN DREW GROVE Appointed: 2014

DEIRDRE ANNE SUTTON (Chair) Appointed: 2012

JAMES WILLIAM HAYWOOD Appointed: 2014

JUDITH CIOTTI Appointed: 2022

PHIL HOOPER Appointed: 2018

ROBERT JAMES GILLMOR Appointed: 2018

TONY STRICKLAND Appointed: 2024

HARRY GREEN Appointed: 2013, Occupation: Retired, Other trusteeship: WORCESTERSHIRE WILDLIFE TRUST,

Legal constitution

Charity registered in England & Wales on 30/03/2000, number: 1080109

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures

Filing Record

20 returns made; AR22: 49 days late, AR21: 1 days late, AR16: 2 days late, AR09: 81 days late,

Main office

The Lodge
Brick Kiln Street
EVESHAM
Worcestershire
WR11 4AA

Objectives

IN EVESHAM AND PERSHORE IN THE COUNTY OF WORCESTERSHIRE AND THE SURROUNDING AREAS1) TO CONSERVE FOR THE PUBLIC BENEFIT THE NATURAL BEAUTY, WILDLIFE AND HERITAGE OF THE AREA OF BENEFIT, AND2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE NATURAL, HISTORICAL AND PRESENT-DAY ENVIRONMENT OF THE AREA OF BENEFIT.

Defined Area of Benefit:

IN EVESHAM AND PERSHORE IN THE COUNTY OF WORCESTERSHIRE AND THE SURROUNDING AREAS

Data Sources