Finance Score: 0

Governance Score: 5

Support Score: 11

Liabilities <10%: +3
Strong growth: +2
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 16

THE CHILTERN SOCIETY

The Chiltern Society aims to conserve and protect the natural beauty, environment, and heritage of the 650 square miles of the Chiltern landscape

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
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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
30/06/23		£866	£882	£-16	£133	£1,094	£833	11.3	11	635
30/06/22		£585	£530	£55	£119	£1,131	£883	20	10	618
30/06/21		£434	£434	£0	n/a	n/a	n/a	n/a	n/a	560
30/06/20	*	£473	£465	£9	n/a	n/a	n/a	n/a	n/a	500
30/06/19		£486	£410	£77	n/a	n/a	n/a	n/a	n/a	600
30/06/18	*	£321	£388	£-67	£0	£0	£0	n/a	0	0
30/06/17		£812	£400	£413	£73	£1,052	£811	24.3	5	0
30/06/16		£274	£316	£-41	£0	£0	£0	n/a	0	0
30/06/15		£322	£335	£-13	£0	£0	£0	n/a	0	0
30/06/14		£290	£297	£-7	£0	£0	£0	n/a	0	0
30/06/13		£349	£270	£79	£0	£0	£0	n/a	0	0
30/06/12		£282	£268	£14	£0	£0	£0	n/a	0	0
30/06/11		£262	£250	£13	£0	£0	£0	n/a	0	0
30/06/10	*	£224	£224	£0	£0	£0	£0	n/a	0	0
30/06/09		£264	£228	£36	£0	£0	£0	n/a	0	0
30/06/08		£244	£223	£21	£0	£0	£0	n/a	0	0
30/06/07	*	£239	£197	£42	£0	£0	£0	n/a	0	0
30/06/06		£217	£164	£53	£0	£0	£0	n/a	0	0
30/06/05	*	£217	£200	£17	£0	£0	£0	n/a	0	0
30/06/04	*	£287	£200	£87	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 76.9%
Fundraising Costs/Total Spending: 15%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 11.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 49.3

Asset Split ?

Established: 23 years

www.chilternsociety.org.uk

office@chilternsociety.org.uk

01494771250

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Bedford, Buckinghamshire, Central Bedfordshire, Hertfordshire, Oxfordshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

11 employees
635 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£136,749
Rothschild Foundation	£30,000
Foundation Scotland	£250

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Chiltern Society
£136,749	06/09/2023	Community WildBelt (Delivery Stage)
Rothschild Foundation - Grant to Chiltern Society
£30,000	14/10/2021	Chiltern Society Community Wildbelt Project
Foundation Scotland - Grant to Chiltern Society
£250	31/05/2021	Donation from Rosemary Byrde

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 14/15 persons

Age Range of Trustees: 31-80

ALEX MORIARTY Appointed: 2023, Occupation: Product Development Director

ANDREW WILSON Appointed: 2023, Occupation: Retired

BRIAN MCGOWAN Appointed: 2021, Occupation: Retired

GRAHAME DAVID SMITH Appointed: 2024, Occupation: Retired

HELEN VERONICA GRIFFITHS Appointed: 2020, Occupation: Solicitor

JAMES RUSSELL WHEATCROFT Appointed: 2024, Occupation: Retired

MARK GARDINER Appointed: 2023, Occupation: Retired Veterinary Surgeon

ROBIN BOLAM STOREY Appointed: 2023, Occupation: Solicitor

WILLIAM RICHARD LACEY Appointed: 2021, Occupation: Farmer

CATHERINE REBECCA MONCRIEFF Appointed: 2020, Occupation: Senior Manager

JOHN LEIGHTON GLADWIN Appointed: 2012, Occupation: Retired

JANE ELIZABETH HERVE Appointed: 2021, Occupation: Nhs, Other trusteeship: VILLAGE HALL,

LUKE JEFFERYS Appointed: 2020, Occupation: Retired

MONA SMITH Appointed: 2020, Occupation: Hr Consultant

SIMON KEAREY (Chair) Appointed: 2018, Occupation: Accountant, Other trusteeships: ENGLISH- SPEAKING UNION OF THE COMMONWEALTH, NEW MOZART ORCHESTRA, LITTLE CHALFONT PRIMARY SCHOOL FUND, OYAP TRUST, WIDMER END UNITED JUNIOR FOOTBALL CLUB,

Legal constitution

Charitable company registered in England & Wales on 22/02/2001, number: 1085163
Registered at Companies House on 10/01/2001, number: 04138448

Gift Aid

Registered with HMRC for Gift Aid

Event History

21/10/2019 - Asset transfer in from THE BEACON VILLAGES SOCIETY
21/11/2020 - Asset transfer in from CHILTERN WOODLANDS PROJECT LIMITED

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
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; AR20: 4 days late, AR18: 2 days late, AR10: 16 days late, AR07: 16 days late, AR05: 234 days late, AR04: 46 days late,

Recent reorganisation events:

Asset transfer in from THE BEACON VILLAGES SOCIETY on 21/10/2019
Asset transfer in from CHILTERN WOODLANDS PROJECT LIMITED on 21/11/2020

Main office

Chiltern Society
White Hill Centre
White Hill
Chesham
HP5 1AG

Objectives

1) ENCOURAGE CONSERVATION, DEVELOPMENT AND IMPROVEMENT OF THE AMENITIES, AREAS OF TRANQUILLITY AND FEATURES OF HISTORIC INTEREST IN THE CHILTERNS; 2) RAISE THE AWARENESS AND UNDERSTANDING OF THE CHARACTER AND HISTORY OF THE CHILTERNS AMONG THE PEOPLE OF ALL AGES AND TO ENCOURAGE THEM TO ENJOY AND CARE FOR ITS NATURAL ENVIRONMENT AND BEAUTY;3) ENCOURAGE HIGH STANDARDS OF TOWN AND COUNTRY PLANNING AND DESIGN IN THE CHILTERNS; AND4) PROMOTE SUCH OTHER CHARITABLE PURPOSES AS MAY FROM TIME TO TIME BE DETERMINED.

Defined Area of Benefit:

THE CHILTERNS

Data Sources