Finance Score: -4

Governance Score: 6

Support Score: 7

Low unrestricted reserves: -2
Multiple Deficits: -2

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

Grant maker support: +7

Overall GiG Score: 9

THE EDEN RIVERS TRUST

The Eden Rivers Trust is a conservation charity based in Penrith with two main objectives: - To conserve, protect and improve the River Eden, its tributaries and the flora and fauna in and adjacent to them.- To increase public awareness of the importance of the River Eden and its catchment through education.These aims are met through our research, conservation and education projects.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
On several occasions in recent years income has been less than spending

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
31/12/22	£862	£912	£-50	£0	£529	£204	2.7	12	126
31/12/21	£906	£1,159	£-253	£7	£575	£206	2.1	13	106
31/12/20	£770	£1,065	£-295	£0	£827	£251	2.8	13	100
31/12/19	£771	£904	£-132	£6	£1,133	£288	3.8	12	100
31/12/18	£1,234	£958	£276	£8	£1,277	£301	3.8	19	100
31/12/17	£817	£878	£-61	£6	£1,013	£304	4.2	17	0
31/12/16	£821	£957	£-136	£63	£1,074	£297	3.7	17	0
31/12/15	£1,065	£1,021	£44	£19	£1,210	£289	3.4	18	0
31/12/14	£1,522	£1,423	£99	£21	£1,169	£307	2.6	16	0
31/12/13	£1,100	£924	£176	£35	£1,070	£281	3.7	9	0
31/12/12	£1,028	£783	£245	£13	£894	£250	3.8	10	0
31/12/11	£647	£657	£-10	£22	£649	£204	3.7	10	0
31/12/10	£876	£606	£270	£12	£659	£227	4.5	9	0
31/12/09	£422	£469	£-47	£0	£0	£0	n/a	0	0
31/12/08	£423	£477	£-54	£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: 7%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 7 months
Quick Ratio: 9.3

Asset Split ?

Established: 16 years

www.edenriverstrust.org.uk

office@edenriverstrust.org.uk

01768866788

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Cumbria,

Who it helps

The General Public/Mankind

Who works here?

12 employees
126 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	£429,490
Cumbria Community Foundation	£16,151
Department for Environment, Food and Rural Affairs	£15,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The Eden Rivers Trust
£181,190	20/09/2022	Access to Eden: breaking barriers and building bridges
Cumbria Community Foundation - Community action for watervole reintroduction - 2022
£6,151	23/02/2022	Community action for watervole reintroduction - 2022
Cumbria Community Foundation - Stand Up for Rivers
£5,000	18/08/2020	Stand Up for Rivers
Department for Environment, Food and Rural Affairs - WEIF2501-20/21 - Eden and Esk
£15,000	15/05/2020	Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water ....more Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water environment. Defra has supported civil society organisations to establish and maintain partnerships across Englands catchments.
Cumbria Community Foundation - Core funding
£5,000	23/01/2020	Core funding
National Lottery Heritage Fund - Grant to Eden Rivers Trust
£238,400	28/11/2019	Act for Eden's Rivers
National Lottery Heritage Fund - Grant to Eden Rivers Trust
£9,900	26/06/2019	Eden River Rambles
Department for Environment, Food and Rural Affairs - WEIF2501-19/20 (EDEN AND ESK) WFD CRF GRANT PAYMENTS TO CHARITIES
£15,000	01/04/2019	Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Cumbria Community Foundation - Make a Social Storm for Rivers
£5,000	11/04/2018	Make a Social Storm for Rivers
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - EDEN AND ESK WFD CRF GRANT PAYMENTS TO CHARITIES
£15,000	01/04/2018	Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Co-Operative Group - Grant to River explorers
£3,984	29/11/2017	Working with local schools and community groups in Carlisle, the project will deliver a programme of education and engagement activities.
Department for Environment, Food and Rural Affairs - Eden and Esk
£15,000	01/04/2017	[Placeholder]

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 31-78

RUARI MARTIN Appointed: 2023, Occupation: Farm & Estates Manager

DAVID EDMUND JOHN UNWIN Appointed: 2023, Occupation: Gp

GORDON MCGREGOR Appointed: 2023, Occupation: Company Director

JULIET ALEXANDRA LACK Appointed: 2021, Occupation: Chartered Accountant

ALEXANDER BENNETT Appointed: 2019, Occupation: Head Of Corporate Fundraising

EDWARD CHARLES ECROYD (Chair) Appointed: 2014, Occupation: Land Owner, Other trusteeship: THE ARMATHWAITE OLD SCHOOL HALL,

JAMES JOSCELIN TURNER Appointed: 2012, Occupation: Farm Manager

JOHN LEONARD SANDER Appointed: 2014, Occupation: Retired

JOHN NORMAN QUINTON Appointed: 2016, Occupation: University Professor

MARK ROBERT BARROW Appointed: 2019, Occupation: Chartered Surveyor

SANDRA CHERRY BRADNEY Appointed: 2016, Occupation: Retired

HILARY ANN WADE Appointed: 2017, Occupation: Retired, Other trusteeships: EDEN VALLEY HOSPICE, CARLISLE, KIPLIN HALL CIO,

Legal constitution

Charitable company registered in England & Wales on 11/04/2008, number: 1123588
Registered at Companies House on 28/12/2007, number: 06460807

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; all on time

Main office

Eden Rivers Trust
4 Cowper Road
Gilwilly Industrial Estate
Penrith
Cumbria
CA11 9BN

Objectives

5 The Memorandum of Association of the Company shall be amended by the deletion of clause 3 and its replacement with Article 6 below:6 The objects for which the Company is established are:6.1 to secure the conservation, protection, rehabilitation and improvement of the rivers, streams, watercourses, water impoundments together with the related banksides and estuary with respect to the river Eden (Cumbria) its tributaries and the Eden Valley (the river catchment area of the river Eden (Cumbria)) for the benefit of the public; and6.2 to advance the education of the public or any association, institution, voluntary organisation, company, local authority, administrative or governmental agency or public body or representative body in:6.2.1 the understanding, management and uses for all lawful purposes of rivers, river corridors and river catchments, including their fauna, flora, biodiversity, economic or social activity and river catchment management; and6.2.2 the need for, and benefits of conservation, protection, rehabilitation and improvement of aquatic environments.

Defined Area of Benefit:

CUMBRIA

Data Sources