Finance Score: -3

Governance Score: -6

Support Score: 4

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Static board: -3
All male board: -3

Grant maker support: +4

Overall GiG Score: -5

SOUTH EAST WALES RIVERS TRUST

The Trust works in the former South East Wales Industrial Valleys. It Curently works with Wild Life Trusts, Councils as well as Schools and environmental Bodies such as Groundwork and Natural Resources Wales. Current Activities include the Running of School programes on River habitat and it's importance to the community as well as the important work of improving access to fish over man made weirs

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

Regulatory & Governance issues to consider:

The Board is completely male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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	£157	£291	£-134	n/a	n/a	n/a	n/a	n/a	50
31/03/22	£212	£187	£25	n/a	n/a	n/a	n/a	n/a	10
31/03/21	£304	£216	£87	n/a	n/a	n/a	n/a	n/a	10
31/03/20	£204	£93	£111	n/a	n/a	n/a	n/a	n/a	10
31/03/19	£216	£93	£123	n/a	n/a	n/a	n/a	n/a	10
31/03/18	£125	£92	£33	£0	£0	£0	n/a	0	0
31/03/17	£125	£92	£33	£0	£0	£0	n/a	0	0
31/03/16	£41	£56	£-15	£0	£0	£0	n/a	0	0
31/03/15	£15	£138	£-123	£0	£0	£0	n/a	0	0
31/03/14	£11	£19	£-7	£0	£0	£0	n/a	0	0
31/03/13	£24	£47	£-23	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 12 years
(16 years as a company)

www.sewrt.org

tony.rees@sewrt.og

07702435021

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training
Environment/Conservation/Heritage

GiG Classification

Community services

How it operates

Acts as an umbrella or resource body
Provides other finance

Where it operates

Blaenau Gwent, Caerphilly, Cardiff, Merthyr Tydfil, Rhondda Cynon Taff, Torfaen, Vale Of Glamorgan,

Who it helps

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

Who works here?

Unknown number of employees
50 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
National Lottery Heritage Fund - Grant to South East Wales Rivers Trust
£248,314	22/12/2022	#NNF2 - Restoration, Protection and Enhancement of the Ely Valley SSSI (RePrEEV)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-85

RICHARD GARNER WILLIAMS Appointed: 2019, Occupation: Charity Officer Freelance Presentation Director

DENNIS BAYNHAM Appointed: 2012, Occupation: Retired

JONATHAN DAVIDSON TAYLOR Appointed: 2011, Occupation: Development Officer

JONATHAN IAN MEAD Appointed: 2012, Occupation: Manager

JAMES GREGORY Appointed: 2014, Occupation: Fishery Officer

PROFESSOR ROBERT JOHN WILLIAMS Appointed: 2011, Occupation: Emeritus Professor

ANTHONY REES MBE Appointed: 2011, Occupation: Butcher (Retired), Other trusteeship: AFONYDD CYMRU CYFYNGEDIG,

Legal constitution

Charitable company registered in England & Wales on 01/02/2012, number: 1145724
Registered at Companies House on 10/08/2007, number: 06339974

Gift Aid

NOT 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
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

11 returns made; all on time

Main office

13 ALEXANDRA AVENUE
MERTHYR TYDFIL
CF47 9AE

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE:(A) TO PROMOTE THE CONSERVATION, PROTECTION, REHABILITATION AND IMPROVEMENT OF THE RIVERS, STREAMS, WATER COURSES AND WATER IMPOUNDMENTS IN THE RIVERS TAFF, ELY, RHYMNEY, EBBW, AND SIRHOWY TOGETHER WITH THEIR CATCHMENT AREAS IN ALL THEIR ASPECTS IN SOUTH EAST WALES AND ADJACENT AREAS OF THEIR BANKS AND RIPARIAN LANDS (B) TO PROMOTE THE CONSERVATION, REHABILITATION AND PROTECTION OF THE INDIGENOUS SPECIES OF ANIMAL AND PLANT LIFE OF THE RIVERS, STREAMS, WATER COURSES AND WATER IMPOUNDMENTS IN THE RIVERS TAFF, ELY, RHYMNEY, EBBW, AND SIRHOWY TOGETHER WITH THEIR CATCHMENT AREAS IN ALL THEIR ASPECTS IN SOUTH EAST WALES AND ADJACENT AREAS OF THEIR BANKS, RIPARIAN LANDS AND THEREBY ENHANCE THE BIODIVERSITY IN THE SOUTH EAST WALES AREA.(C) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE UNDERSTANDING OF AQUATIC HABITATS, THEIR RELATED CATCHMENT AREAS AND THEIR ANIMAL AND PLANT LIFE AND THE NEED FOR THE CONSERVATION, PROTECTION AND REHABILITATION AND IMPROVEMENT OF SUCH ENVIRONMENTS.

Defined Area of Benefit:

SOUTH EAST WALES

Data Sources