Finance Score: 3
Governance Score: 3
Support Score: 12
  • Strong growth: +2
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • No volunteer policy: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • Large volunteer base +3
  • Overall weighted support: +9
Overall GiG Score: 18 ?

THE WELSH DEE TRUST

Securing the preservation,protection,development and improvement of the rivers,streams,watercourses and water bodies in the Welsh Dee catchment. Advancing the education of the public in the management of water and the wider environment.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been strong growth in spending over the last 5 years
  • Fundraising costs are unusually low relative to funds raised
  • 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

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • The Board is predominantly male

Financial issues to consider:

  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£601£696£-96£0£310£3045.25200
31/12/22£546£447£99£0£406£2927.8635
31/12/21£471£411£60n/an/an/an/an/an/a
31/12/20£260£331£-71n/an/an/an/an/an/a
31/12/19£260£331£-71n/an/an/an/an/an/a
31/12/18£275£339£-64n/an/an/an/an/an/a
31/12/17£280£330£-50n/an/an/an/an/an/a
31/12/16£474£276£198n/an/an/an/an/an/a
31/12/15£224£147£77n/an/an/an/an/an/a
31/12/14£67£71£-4n/an/an/an/an/an/a
31/12/13£65£24£41n/an/an/an/an/an/a
31/12/12£15£10£5n/an/an/an/an/an/a
31/12/11£11£9£1n/an/an/an/an/an/a
31/12/10£11£6£4n/an/an/an/an/an/a
31/12/09£8£0£8n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 5.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.4
Asset Split ?
Balance Sheet History
Established: 16 years

www.welshdeetrust.com

info@welshdeetrust.com

07984626158

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Environment/Conservation/Heritage
GiG Classification
  • Environment conservation & animal welfare advocacy
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Sponsors or undertakes research
Where it operates
  • Cheshire East, Cheshire West & Chester, Conwy, Denbighshire, Gwynedd, Wirral, Wrexham,
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.

Major supporters in last 5 years
DCMS£117,750
Esmee Fairbairn£54,000
Department for Environment, Food and Rural Affairs£30,000
Garfield Weston Foundation£15,000
Specific Donations
Amount When
Months
To be used for
Esmee Fairbairn - Grant to welsh dee trust
£54,000 15/11/2023
Towards project costs for a future plan for the River Gwenfro
Department for Environment, Food and Rural Affairs - WEIF4301 22/23-Middle Dee
£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
DCMS - GRCF2021 Dee Blue Recovery
£117,750 21/06/2021
The Dee Blue Recovery project (DeeBR) is led by The Welsh Dee Trust in partnership with Reaseheath College and supported by the Middle Dee Catchment partnership.DeeBR is a new project that will improve the water and wider environment of the English ....more
Department for Environment, Food and Rural Affairs - WEIF4301-20/21 - Middle Dee
£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
Garfield Weston Foundation - Main Grants award
£15,000 01/05/2020
Restoring River Habitat - Alternative Mitigation
Department for Environment, Food and Rural Affairs - WEIF4301-19/20 MIDDLE DEE WFD 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 - MIDDLE DEE 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 - Middle Dee
£15,000 01/04/2017
[Placeholder]
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 41-68
  • CAROLINE JANE DAWSON Appointed: 2022, Occupation: Business Person
  • DR RICHARD MICHAEL LUCAS MBBS (Chair)
  • GARETH HUW EVANS Appointed: 2021, Occupation: Solicitor
  • GARETH FOULKES Appointed: 2020, Occupation: Director
  • JEREMY MARK PIERCE Appointed: 2020, Occupation: Director
  • JONATHAN MOORES Appointed: 2024, Occupation: Company Director
  • NICOLAUS STUART JENKINS Appointed: 2022, Occupation: Accountant
Legal constitution
  • Charitable company registered in England & Wales on 11/02/2009, number: 1127999
  • Registered at Companies House on 01/07/2008, number: 06635114
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
15 returns made; all on time
Main office

Unit 30 The Malthouse
Regent Street
Llangollen
Denbighshire
LL20 8HS

Objectives

(A) TO SECURE THE CONSERVATION, REHABILITATION, PROTECTION AND IMPROVEMENT OF THERIVER DEE, ITS TRIBUTARIES, STREAMS AND WATERCOURSES OF EVERY DESCRIPTION AND OF THEBANKS, RIPARIAN LANDS AND ALL AREAS COMPRISING THE CATCHMENT OF THE RIVER IN ALLTHEIR ENVIRONMENTAL ASPECTS.(B) TO SECURE THE CONSERVATION (AND WHERE APPROPRIATE) THE REHABILITATION OF ALL THEINDIGENOUS SPECIES OF BIRD, ANIMAL, FISH AND PLANT LIFE IN THE SAID RIVER.(C) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE UNDERSTANDING OF RIVERS AND THE NEEDFOR A HEALTHY RIVER IN ORDER TO SUSTAIN ANIMAL, FISH AND PLANT LIFE THEREIN.(D) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE UNDERSTANDING OF THE RIVER BANK ANDITS ANIMAL AND PLANT LIFE AND THE NEED FOR CONSERVATION AND IMPROVEMENT OFENVIRONMENTS OF THE RIVER AND THE RIVER BANK.(E) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE NEED FOR THE PROPER MANAGEMENT OFWATER.

Defined Area of Benefit:

RIVER DEE

Data Sources

Charity Commission for England and Wales
360 Giving

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