Finance Score: 2

Governance Score: -3

Support Score: 8

Excess liquidity: -1
Fundraising costs low: +3

Narrow trustee age band: -2
Mainly male board: -1

Overall weighted support: +8

Overall GiG Score: 7

THE WHITLEY FUND FOR NATURE

Promotes, through the giving of grants, the conservation, preservation and restoration for the public benefit of the world's animal, bird, fish and plant life and of its environments/habitats.To seek out and support the best grass roots conservation projects in developing countries, including projects which serve the needs of local people as well as achieving conservation outcomes.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
30/06/23	£2,303	£1,653	£651	£165	£3,049	£2,720	19.7	9	25
30/06/22	£1,894	£1,892	£2	£144	£2,399	£2,165	13.7	7	25
30/06/21	£1,703	£1,684	£19	£124	£2,397	£2,121	15.1	7	2
30/06/20	£1,743	£1,402	£341	£133	£2,378	£2,152	18.4	6	10
30/06/19	£2,314	£1,950	£365	£389	£2,036	£1,879	11.6	6	20
30/06/18	£1,331	£1,276	£55	£141	£1,672	£1,608	15.1	6	0
30/06/17	£1,584	£2,019	£-435	£106	£1,617	£1,497	8.9	6	0
30/06/16	£1,903	£891	£1,012	£87	£2,052	£1,875	25.3	5	0
30/06/15	£1,140	£1,028	£112	£78	£1,040	£979	11.4	4	0
30/06/14	£1,480	£1,568	£-88	£92	£928	£874	6.7	4	0
30/06/13	£812	£1,073	£-262	£76	£1,015	£964	10.8	3	0
30/06/12	£1,230	£893	£337	£61	£1,277	£1,210	16.3	4	0
30/06/11	£1,157	£1,012	£145	£68	£940	£932	11	3	0
30/06/10	£974	£1,112	£-138	£56	£795	£725	7.8	3	0
30/06/09	£1,072	£764	£308	£49	£933	£875	13.7	2	0
30/06/08	£1,308	£1,237	£71	£39	£625	£570	5.5	2	0
30/06/07	£1,025	£853	£172	£38	£554	£543	7.6	2	0
30/06/06	£842	£829	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	£821	£760	£62	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04	£1,161	£1,190	£-29	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 7.3%
Fundraising Costs/Total Spending: 10%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 19.7 months
Net Current Assets/Spending: 22 months
Quick Ratio: 6.2

Asset Split ?

Balance Sheet History

Established: 24 years

www.whitleyaward.org

info@whitleyaward.org

02072219752

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Economic/Community Development/Employment
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Makes grants to organisations

Where it operates

Argentina, Armenia, Bangladesh, Belize, Bolivia, Brazil, British Indian Ocean Territory, Bulgaria, Cameroon, Central African Republic, Chile, China, Colombia, Congo (Democratic Republic), Costa Rica, Cuba, Ecuador, Equatorial Guinea, Fiji, Guatemala, Haiti, India, Indonesia, Israel, Ivory Coast, Kensington And Chelsea, Kenya, Madagascar, Malaysia, Mexico, Mongolia, Nigeria, Pakistan, Panama, Papua New Guinea, Paraguay, Peru, Philippines, ....more

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
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.

Major supporters in last 5 years

Garfield Weston Foundation	£250,000
The Shears Foundation	£130,000
LUND TRUST	£50,000

Specific Donations

Amount	When Months	To be used for
The Shears Foundation - Whitley Fund for Nature
£90,000	29/06/2023	Whitley Fund for Non Grant Expenditure
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£250,000	20/02/2023 24	Continuation Funding (up to £400k over 3 years towards)
LUND TRUST - Towards core costs
£25,000	01/12/2022	To support grassroots conservation leaders in developing countries
The Shears Foundation - Whitley Fund for Nature
£40,000	17/05/2022	Whitley Fund for Non Grant Expenditure
LUND TRUST - Towards core costs
£25,000	15/12/2021	To support grassroots conservation leaders in developing countries
Wates Family Enterprise Trust - Whitley Fund for Nature-24/04/2019
£5,000	31/03/2019	Funding towards core costs.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£20,000	23/05/2018 24	Top up £20k

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-64

CATHERINE FAULKS Appointed: 2004, Occupation: Director

DR JOSEPH MARTINS VISITACAO Appointed: 2021, Occupation: Company Director

EDWARD JOHN WHITLEY OBE (Chair)

FRANCIS SULLIVAN Appointed: 2012, Occupation: Banking

IAN KENNETH LAZARUS Appointed: 2016, Occupation: Partner, Executive Sesrch Firm

Legal constitution

Charitable company registered in England & Wales on 06/07/2000, number: 1081455
Registered at Companies House on 10/04/2000, number: 03968699

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
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
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

23A Berghem Mews
Blythe Road
LONDON
W14 0HN

Objectives

(1) PROMOTE THE CONSERVATION, PRESERVATION AND RESTORATION FOR THE PUBLIC BENEFIT OF THE WORLD'S ANIMAL, BIRD, FISH AND PLANT LIFE, AND ITS INDUSTRIAL, URBAN, RURAL, NATURAL AND MARINE ENVIRONMENTS OF ECOLOGICAL OR SCIENTIFIC IMPORTANCE, AND ITS NATURAL RESOURCES; (11) ADVANCE THE EDUCATION OF THE PUBLIC IN NATURAL HISTORY, ENVIRONMENTAL STUDIES, ECOLOGY AND CONSERVATION IN INDUSTRIAL, URBAN, RURAL AND MARINE ENVIRONMENTS; (111) RELIEVE THE SUFFERING OF ANIMALS OF ANY SPECIES WHICH ARE IN NEED OF CARE AND ATTENTION AND IN PARTICULAR ASSIST IN THE PROVISION OF IMPROVED FACILITIES FOR THE CARE OF ANIMALS IN CAPTIVITY AND THE PROVISION OF VETERINARY SERVICES FOR ANIMALS WHETHER IN CAPTIVITY OR OTHERWISE; AND (IV) PROVIDE AND ASSIST IN THE PROVISION AND DEVELOPMENT OF OPPORTUNITIES AND RESOURCES FOR PUBLIC BENEFIT ANYWHERE IN THE WORLD IN CONNECTION WITH THE WITH THE RELIEF OF POVERTY, SICKNESS OR DISTRESS, THE ADVANCEMENT OF EDUCATION AND SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND AND WALES FROM TIME TO TIME AS THE COMPANY MAY DECIDE.

Defined Area of Benefit:

WORLDWIDE

Data Sources

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