Finance Score: -1

Governance Score: 6

Support Score: 0

Accounts filed more than 5 days late: -2 times
Reasonable growth: +1
No PartB

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

Large volunteers +3

Overall GiG Score: 8

RECORD, THE BIODIVERSITY INFORMATION SYSTEM FOR CHESHIRE, HALTON, WARRINGTON AND WIRRAL

Various tasks and facilities pertaining to the collection, verification, management, storage and dissemination of biological/biodiversity data within the Cheshire region, including training in the identification of species, information on recording via a website which also delivers data and species mapping to the public and the education sector and beyond.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£133	£139	£-6	n/a	n/a	n/a	n/a	n/a	70
31/03/22		£136	£114	£22	n/a	n/a	n/a	n/a	n/a	100
31/03/21		£98	£102	£-4	n/a	n/a	n/a	n/a	n/a	80
31/03/20	*	£81	£84	£-4	n/a	n/a	n/a	n/a	n/a	27
31/03/19		£83	£87	£-4	n/a	n/a	n/a	n/a	n/a	30
31/03/18		£113	£90	£22	£0	£0	£0	n/a	0	0
31/03/17		£94	£82	£13	£0	£0	£0	n/a	0	0
31/03/16		£89	£76	£13	£0	£0	£0	n/a	0	0
31/03/15		£86	£68	£18	£0	£0	£0	n/a	0	0
31/03/14	*	£94	£71	£23	£0	£0	£0	n/a	0	0
31/03/13		£104	£80	£24	£0	£0	£0	n/a	0	0
31/03/12		£75	£88	£-14	£0	£0	£0	n/a	0	0
31/03/11		£41	£99	£-58	£0	£0	£0	n/a	0	0
31/03/10		£67	£104	£-37	£0	£0	£0	n/a	0	0
31/03/09		£80	£89	£-9	£0	£0	£0	n/a	0	0
31/03/08		£114	£98	£16	£0	£0	£0	n/a	0	0
31/03/07	*	£114	£98	£16	£0	£0	£0	n/a	0	0
31/03/06		£99	£87	£11	£0	£0	£0	n/a	0	0
31/03/05		£52	£68	£-16	£0	£0	£0	n/a	0	0
31/03/04		£58	£72	£-15	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 21 years
(23 years as a company)

www.record-lrc.co.uk

info@record-lrc.co.uk

01244383749

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Cheshire East, Cheshire West & Chester, Halton, Warrington, Wirral,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
70 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

Age Range of Trustees: 38-64

HELEN BRADSHAW Appointed: 2010, Occupation: Company Director

JOHN GALBRAITH BUCHANAN Appointed: 2019, Occupation: Director

DR MATTHEW GEARY Appointed: 2015, Occupation: Company Director

SARAH ANN BIRD, Occupation: Conservation Biologist

MR TONY PARKER (Chair), Occupation: Museum Curator, Other trusteeship: THE MAMMAL SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 06/02/2003, number: 1095859
Registered at Companies House on 03/08/2000, number: 04046886

Gift Aid

NOT 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
Paying staff
Risk management
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 43 days late, AR20: 10 days late, AR14: 111 days late, AR07: 243 days late,

Main office

RECORD
CEDAR HOUSE
CHESTER ZOO
CAUGHALL ROAD
CHESTER
CH2 1LH

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN ALL AREAS RELATING TO BIODIVERSITY (TERRESTRIAL, FRESHWATER AND MARINE SPECIES TO THE 12 MILE LIMIT, HABITATS AND SITES) IN CHESHIRE, HALTON, WARRINGTON AND WIRRAL (HEREINAFTER REFERRED TO AS THE AREA OF BENEFIT) BY ALL OR ANY OF THE FOLLOWING MEANS:A. THE COLLATING, STORAGE, MANAGEMENT AND DISSEMINATION OF BIODIVERSITY INFORMATION;B. CONDUCTING, ENCOURAGING AND PROMOTING RESEARCH INTO BIODIVERSITY AND DISSEMINATING THE RESULTS OF SUCH RESEARCH; OFFERING TRAINING AND AWARENESS RAISING PROGRAMMES RELATING TO BIODIVERSITY WITHIN THE AREA OF BENEFIT.

Defined Area of Benefit:

CHESHIRE, HALTON, WARRINGTON, WIRRAL.

Data Sources