Finance Score: 0
Governance Score: 3
Support Score: 5
  • Low unrestricted reserves: -2
  • Strong growth: +2
  • Dynamic board: +3
  • Grant maker support: +5
Overall GiG Score: 8 ?

THE LUNE RIVERS TRUST 

WE AIM TO CONSERVE, PROTECT AND IMPROVE THE RIVERS, STREAMS AND WATERCOURSES IN THE RIVER LUNE CATCHMENT AND TO ADVANCE THE EDUCATION OF THE PUBLIC INA) THE UNDERSTANDING OF RIVERS, RIVER CORRIDORS AND CATCHMENTS, INCLUDING THEIR FAUNA AND FLORA ANDB) THE NEED FOR AND BENEFITS OF THE CONSERVATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • 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 dynamic in terms of composition

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end

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
31/01/23£575£429£146£0£279£511.4560
31/01/22£370£377£-6n/an/an/an/an/a50
31/01/21£485£426£59n/an/an/an/an/a50
31/01/20£260£294£-34n/an/an/an/an/a300
31/01/19£125£110£15n/an/an/an/an/a80
31/01/18£110£102£8£0£0£0n/a00
31/01/17£128£97£32£0£0£0n/a00
31/01/16£142£169£-27£0£0£0n/a00
31/01/15£168£181£-13£0£0£0n/a00
31/01/14£476£472£4£0£0£0n/a00
31/01/13*£263£252£11£0£0£0n/a00
31/01/12£237£217£20£0£0£0n/a00
30/01/11£198£190£8£0£0£0n/a00
30/01/10£78£79£-1£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 18%
Reserves/Spending: 1.4 months
Net Current Assets/Spending: 8 months
Quick Ratio: 33
Asset Split ?
Established: 15 years

www.luneriverstrust.org.uk

tim@luneriverstrust.org.uk

07949 242655

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Environment/Conservation/Heritage
GiG Classification
  • Environment conservation & animal welfare advocacy
How it operates
  • Other charitable activities
Where it operates
  • Cumbria, Lancashire, North Yorkshire,
Who it helps
  • The General Public/Mankind
Who works here?
  • 5 employees
  • 60 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.

Specific Donations
Amount When
Months
To be used for
Department for Environment, Food and Rural Affairs - WEIF3901 22/23-Lune
£15,000 01/04/2022
The Water Environment Improvement Fund (WEIF) grant is to support the maintenance of partnerships across Englands catchments, primarily to deliver a catchment based approach to water, land and flood ....more
Department for Environment, Food and Rural Affairs - Countryside Stewardship Transferred to DEFRA NSA P2
£223,798 01/04/2022
This measure covers grant funding for basic services and village renewal in rural areas under Countryside Productivity and ESIF Growth Programme Small / micro rural businesses, rural community ....more
Department for Environment, Food and Rural Affairs - PGW 0889-CF1777-Plugging the gap 2223 ***Adv 25%****
£9,375 01/04/2022
Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW 0889-CF1953-Plugging the gap 2223 ***Adv 25%****
£28,125 01/04/2022
Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Cumbria Community Foundation - Ellergill Beck Woodland Creation, Bentham, Lancashire
£5,000 23/02/2022
Ellergill Beck Woodland Creation, Bentham, Lancashire
Department for Environment, Food and Rural Affairs - WEIF3901-2122 - Lune - Catchment Host Funding
£15,000 01/04/2021
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
Department for Environment, Food and Rural Affairs - PGW0818-CF1384 - Help for the Forgotten***25% Adv to be evidenced***
£17,651 01/04/2021
Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0818-CF1326 - Help for the Forgotten
£9,675 01/04/2021
Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - WEIF3901-20/21 - Lune
£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
Department for Environment, Food and Rural Affairs - WEIF3901-19/20 LUNE WFD CRF GRANT PAYMENTS TO CHARITIES
£15,000 01/04/2019
Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - LUNE WFD CRF GRANT PAYMENTS TO CHARITIES
£15,000 01/04/2018
Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Department for Environment, Food and Rural Affairs - Lune Trac follow up
£10,000 01/04/2017
To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - Lune
£15,000 01/04/2017
[Placeholder]
Department for Environment, Food and Rural Affairs - Lune Trac follow up
£15,000 01/04/2017
To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 61-86
  • ANDREW HURST Appointed: 2011, Occupation: Industrial Chemist
  • MICHAEL HALL Appointed: 2017, Occupation: Painter And Decorator
Legal constitution
  • Charitable company registered in England & Wales on 08/01/2009, number: 1127427
  • Registered at Companies House on 31/01/2008, number: 06489777
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Volunteer management
Filing Record
14 returns made; AR13: 72 days late,
Main office

Unit 2
Newton Holme Farm
Kirkby Lonsdale Road
Newton
CARNFORTH
Lancashi

Objectives

A TO CONSERVE, PROTECT, REHABILITATE AND IMPROVE THE RIVERS, STREAMS, WATERCOURSES AND WATER IMPOUNDMENTS OF THE CATCHMENTS COMPRISING THE RIVER LUNE THROUGHOUT ITS ENTIRE COURSE AND ALL ITS ASSOCIATED TRIBUTARIES IN CUMBRIA, YORKSHIRE AND NORTH LANCASHIRE.B TO ADVANCE THE EDUCATION OF THE PUBLIC, OR ANY ASSOCIATION, COMPANY, LOCAL AUTHORITY, ADMINISTRATIVE OR GOVERNMENTAL AGENCY OR PUBLIC BODY OR REPRESENTATIVE BODY IN:1 THE UNDERSTANDING OF RIVERS, RIVER CORRIDORS AND CATCHMENTS, INCLUDING THEIR FAUNA, FLORA AND ECONOMIC OR SOCIAL ACTIVITY, AND RIVER CATCHMENT MANAGEMENT.2 THE NEED FOR, AND BENEFITS OF, CONSERVATION, PROTECTION, REHABILITATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.

Defined Area of Benefit:

CUMBRIA, YORKSHIRE AND NORTH LANCASHIRE.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
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