Finance Score: 0

Governance Score: 3

Support Score: 5

Low unrestricted reserves: -2
Strong growth: +2

Dynamic board: +3

Overall weighted 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
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23		£575	£429	£146	£0	£279	£51	1.4	5	60
31/01/22		£370	£377	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/01/21		£485	£426	£59	n/a	n/a	n/a	n/a	n/a	n/a
31/01/20		£260	£294	£-34	n/a	n/a	n/a	n/a	n/a	n/a
31/01/19		£125	£110	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/01/18		£110	£102	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/01/17		£128	£97	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/01/16		£142	£169	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/01/15		£168	£181	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/01/14		£476	£472	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/01/13	*	£263	£252	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/01/12		£237	£217	£20	n/a	n/a	n/a	n/a	n/a	n/a
30/01/11		£198	£190	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/01/10		£78	£79	£-1	n/a	n/a	n/a	n/a	n/a	n/a

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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: 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 ?

Balance Sheet History

Established: 16 years

www.luneriverstrust.org.uk

tim@luneriverstrust.org.uk

07949 242655

Charity Commission for England and Wales

Tweets

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 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
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 management. Partnerships need to consider the ....more 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 management. Partnerships need to consider the targets of the 25 year environment plan, including: clean and plentiful water, thriving plants and wildlife, using resources from nature more sustainably and efficiently, enhancing beauty, heritage and engagement with the natural environment and mitigating and adapting to climate change. This focus will include actions to deliver improvements to the Water Environment (Water Framework Directive) (England & Wales) Regulations 2017 objectives, climate crisis, biodiversity crisis, flood risk, coastal erosion, growing population, plastics and land management delivered through an integrated catchment approach. Managing the water environment (including rivers, lakes, groundwater, estuaries and the sea) can be very complex and requires balancing the priorities and needs of multiple water users, landowners, and organisations with differing roles and responsibilities considering how to maximise natural capital and net gain. Individual grant values range from £3,250 for sub-catchments to £250,000 for the Catchment Based Approach (CaBA) National Support Group (NSG).
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 groups, and any public / private entities working in ....more 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 groups, and any public / private entities working in partnership with those community groups can apply for funding. The measure aims to develop the economies of rural communities and their infrastructure such as community buildings, public spaces and cultural, tourism and heritage amenities. Investments should enhance landscape quality and help meet challenges of rural communities relating to distance, population scarcity, aging, social isolation and market structure. Measure is also used to encourage visits to farms for educational purposes and renovation / maintenance of historic farm buildings. RPA administers for measures in England.
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 environment. Defra has supported civil society ....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.
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 environment. Defra has supported civil society ....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.
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

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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: 62-87

ANDREW HURST Appointed: 2011, Occupation: Industrial Chemist

DEREK RIDGWAY Appointed: 2023, Occupation: Retired

GARY MURPHY Appointed: 2021, Occupation: Game Keeper

JENNIFER JANE WALMSLEY Appointed: 2018, Occupation: Retired Librarian

JOHN ADRIAN TODD (Chair), Occupation: Construction Site Supervisor

LEONNE HODGSON Appointed: 2021, Occupation: Retired

MICHAEL KITCHEN JACKSON Appointed: 2008, Occupation: Retired Builder

MICHAEL HALL Appointed: 2017, Occupation: Painter And Decorator

RICHARD JOHN JARDINE Appointed: 2018, Occupation: Retired

SHEILA MARY MASON Appointed: 2022, Occupation: Farmer

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

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