Finance Score: 5

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Excess liquidity: -1
Income diversified: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 18

THE WILDLIFE TRUST OF SOUTH AND WEST WALES LIMITED

The Wildlife Trust of South and West Wales works to protect all forms of wildlife and its habitats on its nature reserves and in the wider countryside, working at local and national level.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
Spending has increased over the last 3 years relative to the previous period
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 and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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
31/03/23		£3,070	£2,825	£246	£304	£5,258	£3,734	15.9	49	432
31/03/22		£2,380	£2,198	£181	£302	£5,089	£3,461	18.9	49	400
31/03/21		£2,709	£1,999	£710	£161	£4,806	£3,010	18.1	54	800
31/03/20		£2,411	£2,445	£-34	£242	£4,006	£2,215	10.9	65	800
31/03/19		£2,715	£2,018	£697	£218	£4,065	£2,169	12.9	54	765
31/03/18		£1,890	£1,930	£-40	£299	£3,192	£1,604	10	50	0
31/03/17		£1,872	£1,808	£64	£225	£3,211	£1,660	11	50	0
31/03/16		£2,175	£1,914	£261	£264	£3,145	£1,731	10.9	50	0
31/03/15		£1,907	£1,864	£43	£717	£2,853	£1,464	9.4	46	0
31/03/14		£1,903	£1,591	£312	£579	£2,808	£1,494	11.3	45	0
31/03/13		£2,148	£1,903	£245	£531	£2,504	£1,445	9.1	35	0
31/03/12		£2,088	£1,396	£692	£566	£2,261	£1,434	12.3	31	0
31/03/11		£1,351	£1,273	£78	£460	£1,574	£1,186	11.2	34	0
31/03/10		£1,194	£1,318	£-124	£366	£1,513	£1,312	11.9	29	0
31/03/09		£1,839	£1,814	£25	£485	£1,687	£1,523	10.1	42	0
31/03/08		£1,710	£2,313	£-603	£302	£1,673	£1,538	8	46	0
31/03/07	*	£3,053	£3,323	£-269	£309	£1,914	£1,335	4.8	39	0
31/03/06	*	£2,875	£2,226	£648	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£1,409	£870	£539	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£782	£964	£-182	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 14%
Fundraising Costs/Total Spending: 10.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 71%
Reserves/Spending: 15.9 months
Net Current Assets/Spending: 11 months
Quick Ratio: 5.7

Asset Split ?

Balance Sheet History

Established: 23 years

www.welshwildlife.org

info@welshwildlife.org

01656724100

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Animal welfare

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout 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 The Wildlife Trust of South and West Wales Limited
£201,392	14/09/2023	The Welsh Wildlife Centre; Safe guarding the future through Resilience and Inclusivity
National Lottery Heritage Fund - Grant to The Wildlife Trust of South and West Wales Limited
£562,578	27/02/2023	#NNF2 - Marine Indicator Species
National Lottery Heritage Fund - Grant to The Wildlife Trust of South and West Wales Limited
£249,565	20/12/2022	#NNF2: Healthy Resilient Grasslands
National Lottery Heritage Fund - Grant to The Wildlife Trust of South and West Wales
£194,900	14/05/2020	COVID19 The Wildlife Trust of South and West Wales
Esmee Fairbairn - Grant to The Wildlife Trust of South and West Wales Limited
£17,451	25/02/2009 6	Towards Core costs Towards the cost of financial and management support.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 36-73

JENNY HUGHES Appointed: 2022, Occupation: Medical Doctor

JESSICA SAMANTHA MOORE Appointed: 2022, Occupation: Senior Campaign Manager

LEONORA HOPE THOMSON Appointed: 2021, Occupation: Director

LUCY ANNE GRIFFITHS Appointed: 2022, Occupation: Company Director

MICHAIL JOHN DAVIES Appointed: 2021, Occupation: Retired Teacher

PAUL CULYER Appointed: 2019, Occupation: Nature Reserve Manager

ROSEY GRANDAGE Appointed: 2018, Occupation: Chartered Physiotherapist

SHIRLEY MATTHEWS Appointed: 2015, Occupation: Senior Social Worker

STUART BAIN Appointed: 2018, Occupation: Compliance Manager

Legal constitution

Charitable company registered in England & Wales on 08/04/2002, number: 1091562
Registered at Companies House on 20/03/2002, number: 04398959

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

20 returns made; AR07: 6 days late, AR06: 0 days late, AR05: 15 days late, AR04: 1 days late,

Main office

The Wildlife Trust of South & West
Nature Centre
Tondu
BRIDGEND
CF32 0EH

Objectives

1. FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE PROMOTE AND FURTHER THE CONSERVATION MAINTENANCE AND PROTECTION OF:(I) TERRESTRIAL AND MARINE HABITATS AND THEIR WILDLIFE;(II) PLACES OF NATURAL BEAUTY;(III) PLACES OF ZOOLOGICAL, BOTANICAL, GEOGRAPHICAL, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST;(IV) FEATURES OF LANDSCAPE WITH GEOLOGICAL, PHYSIOGRAPHICAL, OR AMENITY VALUE IN PARTICULAR, BUT NOT EXCLUSIVELY, IN WAYS THAT FURTHER BIOLOGICAL CONSERVATION.2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN:(I) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT;(II) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATION.3. TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY AND TO PUBLISH THE USEFUL RESULTS THEREOF.SUSTAINABLE DEVELOPMENT IS PRIMARILY DEFINED AS 'DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS' (BRUNDTLAND COMMISSION)

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE SOUTH AND WEST WALES

Data Sources

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