Finance Score: -2

Governance Score: 6

Support Score: 9

Low unrestricted reserves: -2
Strong growth: +2
Deficit latest year: -2

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

Grant maker support: +9

Overall GiG Score: 13

SIZE OF WALES

Size of Wales aims to engage the people in Wales in helping to protect an area of tropical forests totaling two million hectares, through direct fundraising with employers, individuals, companies and match funding the fundraising efforts of our partners. Size of Wales also raises awareness, in Wales and the wider UK, of the importance of tropical forests for the global climate.

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 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
Income was lower than spending in the latest year

Established: 13 years

www.sizeofwales.org.uk

info@sizeofwales.org.uk

07863433478

Charity Commission for England and Wales

Tweets

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	£1,104	£1,270	£-166	£0	£464	£237	2.2	9	0
31/03/22	£1,214	£1,161	£53	£2	£631	£209	2.2	9	1
31/03/21	£1,284	£1,214	£70	£0	£578	£204	2	5	9
31/03/20	£991	£658	£332	£0	£507	£156	2.8	4	2
31/03/19	£544	£487	£57	£0	£175	£121	3	3	2
31/03/18	£413	£509	£-96	£0	£0	£0	n/a	0	0
31/03/17	£437	£469	£-31	£0	£0	£0	n/a	0	0
31/03/16	£467	£440	£27	£0	£0	£0	n/a	0	0
31/03/15	£459	£379	£80	£0	£0	£0	n/a	0	0
31/03/14?	£168	£257	£-89	£0	£0	£0	n/a	0	0
31/05/13	£914	£768	£146	£5	£227	£218	3.4	3	0
31/05/12	£417	£337	£81	£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: 5%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 51%
Reserves/Spending: 2.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 18.3

Asset Split ?

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides other finance

Where it operates

Throughout Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

9 employees

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
The Joffe Trust - Size of Wales
£50,000	29/09/2023	Deforestation Free Nation Programme
Joseph Rowntree Foundation - Grant to Size of Wales
£180,000	08/07/2023	Eliminating imported deforestation from Wales' economy
Joseph Rowntree Foundation - Grant to Size of Wales
£158,994	27/11/2021	Eliminating deforestation from commodity supply chains coming in to Wales
Joseph Rowntree Foundation - Grant to Size of Wales
£140,000	12/07/2019 24	Eliminating imported deforestation from Wales' economy

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 35-65

CARWYN HOWELL JONES (Chair) Appointed: 2021, Occupation: Company Director, Other trusteeship: FFCC LIMITED,

CLIVE THOMAS Appointed: 2018, Occupation: Freelance, Other trusteeship: FARM WOODLAND FORUM,

HANNAH HARVEY Appointed: 2021, Occupation: Head Of Programme Development And Policy

LOWRI JENKINS Appointed: 2021, Occupation: Country Manager For Wales, Eden Project Communitie

REBECCA WILLIAMS Appointed: 2021, Occupation: Assistant Director/ Conservation Management

RICHARD HUW DENMAN Appointed: 2020, Occupation: Forestry Consultant And Forest Manager

SARAH BRIDGET EVERSHED Appointed: 2020, Occupation: Supporter Appeals Executive

STUART CLARKE Appointed: 2014, Occupation: Company Secretary

Legal constitution

Charitable company registered in England & Wales on 29/07/2011, number: 1143178
Registered at Companies House on 20/05/2011, number: 07642041

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; all on time

Main office

Size of Wales
Temple of Peace
King Edward VII Avenue
Cathays Park
Cardiff
CF10 3AP

Objectives

1 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND SUSTAINABLE MANAGEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT IN ANY PART OF THE WORLD (INCLUDING THE WORLD'S CLIMATE SYSTEMS) AND IN PARTICULAR, BUT NOT LIMITED TO, TROPICAL FORESTS.2 TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY:(A) THE CONSERVATION, PROTECTION AND SUSTAINABLE MANAGEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT (INCLUDING THE WORLD'S CLIMATE SYSTEMS) AND THE PRUDENT USE OF TROPICAL FORESTS AND OTHER NATURAL RESOURCES;(B) THE RELIEF OF POVERTY AND THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES ANYWHERE IN THE WORLD AND IN PARTICULAR, BUT NOT LIMITED TO, SUCH COMMUNITIES IN AFRICA; AND (C) THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND DEVELOPMENT.3 TO ADVANCE THE EDUCATION OF THE PUBLIC (IN PARTICULAR, BUT NOT LIMITED TO, IN WALES) IN: (A) THE CONSERVATION, PROTECTION AND SUSTAINABLE MANAGEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT (INCLUDING THE WORLD'S CLIMATE SYSTEMS) AND IN PARTICULAR, BUT NOT LIMITED TO, THE TROPICAL FORESTS OF THE WORLD; AND(B) SUSTAINABLE DEVELOPMENT AND SUBJECTS RELATED TO SUSTAINABLE DEVELOPMENT (AND TO PROMOTE RESEARCH AND STUDY IN SUCH SUBJECTS, PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE).4 TO ADVANCE SUCH OTHER OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. IN THESE ARTICLES, SUSTAINABLE DEVELOPMENT, SUSTAINABLE MANAGEMENT AND SUSTAINABLE MEANS MEAN DEVELOPMENT, MANAGEMENT AND MEANS THAT MEET THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS.

Data Sources