Finance Score: 0
Governance Score: 9
Support Score: 9
    • Good trustee age range: +3
    • Dynamic board: +3
    • Gender balanced board: +3
    • Overall weighted support: +9
    Overall GiG Score: 18 ?

    THE SURREY WILDLIFE TRUST LIMITED

    Working to protect and conserve wild places and wildlife across Surrey with the help of members and volunteers. Our vision is for a living landscape in Surrey that is rich in wildlife and valued by all.
    Analysis by Giving is Great

    Positives:

    • 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 gender and dynamic in terms of composition

    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
    31/03/23£6,619£6,379£240£841£9,236£6,00111.3112900
    31/03/22£7,290£5,159£2,131£734£9,020£5,71113.31023,878
    31/03/21£5,137£4,708£429£1,175£6,919£5,17213.21003,000
    31/03/20£7,100£6,421£679£1,972£6,530£4,8929.1903,271
    31/03/19£6,366£6,191£174£1,792£5,848£4,6479893,881
    31/03/18£5,401£5,282£119£1,405£5,673£4,41610850
    31/03/17£5,539£5,041£498£1,191£5,555£4,19110900
    31/03/16£6,093£4,981£1,112£1,165£5,056£3,0487.3950
    31/03/15£5,140£5,050£90£1,189£3,986£3,0037.1970
    31/03/14£5,203£5,213£-10£1,180£3,896£2,9246.7920
    31/03/13£4,724£4,360£364£993£3,906£3,0308.3830
    31/03/12*£4,538£4,411£128£929£3,542£2,9358840
    31/03/11*£4,769£4,468£302£445£3,414£2,8397.6880
    31/03/10£5,757£5,633£124£385£3,148£2,5695.5880
    31/03/09*£5,000£4,877£123£846£3,023£2,4175.9820
    31/03/08£3,765£3,995£-230£423£2,900£2,4647.4770
    31/03/07£3,469£3,623£-154£330£2,859£2,4498.1870
    31/03/06*£1,755£1,658£97n/an/an/an/an/an/a
    31/03/05*£1,837£1,558£279n/an/an/an/an/an/a
    31/03/04*£1,561£1,416£145n/an/an/an/an/an/a

    Financial Ratios
    Fundraising Costs/Relevant Income: 13.4%
    Fundraising Costs/Total Spending: 13.2%
    Senior Staff Costs/Total Spending: 3%
    Highest pay band: £70,000-£80,000
    Liabilities/Assets: 14%
    Liabilities/Income: 23%
    Unrestricted Funds/Total Funds: 65%
    Reserves/Spending: 11.3 months
    Net Current Assets/Spending: 8 months
    Quick Ratio: 4.2
    Asset Split ?
    Balance Sheet History
    Established: 62 years
    (64 years as a company)

    www.surreywildlifetrust.org

    info@surreywt.org.uk

    01483795440

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?
    Listed activities
    • Education/Training
    • Environment/Conservation/Heritage
    GiG Classification
    • Animal sanctuaries and shelters
    How it operates
    • Provides advocacy/advice/information
    • Provides buildings/facilities/open space
    • Provides human resources
    • Provides services
    • Sponsors or undertakes research
    Where it operates
    • Surrey,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • People With Disabilities
    • 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
    Postcode Innovation Trust£1,250,000
    Department for Environment, Food and Rural Affairs£158,706
    DCMS£69,900
    National Lottery Heritage Fund£48,900
    Specific Donations
    Amount When
    Months
    To be used for
    Co-Operative Group - Grant to Surrey Wildlife Trust
    £2,512 22/10/2022
    We plan to provide support and training to members of the community of all ages, teaching new skills to help care for nature while increasing mental and physical health and wellbeing.
    Postcode Innovation Trust - Space 4 Nature
    £1,250,000 25/03/2022
    The Dream Fund gives organisations the chance to deliver the project they have always dreamed of, but never had the opportunity to bring to life. Charitable organisations across Great Britain are asked to think big, be ambitious and collaborate with ....more
    Department for Environment, Food and Rural Affairs - NEIRF1019CLAIM1 - A Natural Capital Investment Company for Accelerating Delivery of Habitat Banks
    £13,621 01/04/2021
    The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem services. In doing so, these projects will ....more
    Department for Environment, Food and Rural Affairs - NEIRF1019CLAIM2 - A Natural Capital Investment Company for Accelerating Delivery of Habitat Banks
    £45,518 01/04/2021
    The funding will be used to develop a broad range of projects that deliver environmental benefits while also demonstrating a wide range of innovative approaches to generating revenues from ecosystem services. In doing so, these projects will ....more
    Department for Environment, Food and Rural Affairs - WEIF9401-2122 - Wey and tributaries - 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
    Department for Environment, Food and Rural Affairs - WEIF4401-2122 - Mole - 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
    DCMS - GRCF2020: Sure Footed Conservation: Safeguarding conservation grazing in Surrey
    £69,900 11/11/2020
    Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and retaining a range of jobs. It is open to environmental ....more
    National Lottery Heritage Fund - Grant to Surrey Wildlife Trust
    £48,900 16/09/2020
    COVID19: Surrey Wildlife Trust
    Department for Environment, Food and Rural Affairs - WEIF4401-20/21 - Mole
    £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
    Department for Environment, Food and Rural Affairs - WEIF9401-20/21 - Wey and tributaries
    £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
    Department for Environment, Food and Rural Affairs - PGW0512-CF971 - Rye to good: Phase 2
    £19,567 01/04/2020
    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 - PGW0613-CF1127 - Bay Pond
    £20,000 01/04/2020
    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
    Co-Operative Group - Grant to Surrey Wildlife Trust
    £5,414 15/11/2019
    We want to give students with Special Educational Needs and Disabilities (SEND) the opportunity to enjoy outdoor education in our woodland.
    Department for Environment, Food and Rural Affairs - WEIF9401-19/20 (WEY) 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 - WEIF4401-19/20 (MOLE) 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 - EAFRD - RD Measure 10 EXQ funded
    £83,430 01/04/2019
    This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment Countryside Stewardship and Environmental Stewardship ....more
    Co-Operative Group - Grant to Surrey Wildlife Trust
    £5,826 19/11/2018
    Our volunteers need tools and training so that they can care for our wild places for the benefit of our wildlife and the community.
    Community Foundation for Surrey - Wild explorers programme for children with special educational needs and disabilities
    £2,747 25/09/2018
    23
    Outdoor learning and experiences for SEND children and young people.
    Community Foundation for Surrey - Wild explorers programme for children with special educational needs and disabilities
    £3,401 25/09/2018
    23
    Outdoor learning and experiences for SEND children and young people.
    National Lottery Heritage Fund - Grant to Surrey Wildlife Trust
    £446,600 06/06/2018
    Preserving Surrey’s hedgerow heritage
    Department for Environment, Food and Rural Affairs - ALB - Environment Agency - WEY 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 - ALB - Environment Agency - MOLE 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 - EAFRD - RD Measure 10
    £89,754 01/04/2018
    This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There are 5 different conversion payments available for ....more
    Department for Environment, Food and Rural Affairs - Tillingbourne Community River Project
    £4,000 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 - Cranleigh Water
    £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 - Mole
    £15,000 01/04/2017
    [Placeholder]
    Department for Environment, Food and Rural Affairs - Wey
    £15,000 01/04/2017
    [Placeholder]
    Department for Environment, Food and Rural Affairs - The Good Rye:- Improving morphology and phosphate to good by 2019
    £40,000 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
    National Lottery Community Fund - Wildlife Education for all at Nower Wood Education Centre.
    £10,000 27/07/2016
    12
    The organisation will use the funding to install the equipment necessary to improve accessibility to toilet facilities for all within their wildlife nature reserve centre. This will enable people with SEND to have access to outdoor learning and a ....more
    National Lottery Heritage Fund - Grant to Surrey Wildlife Trust
    £416,700 16/06/2015
    OWLS (Outdoor Woodland Learning in Surrey): transforming access to ancient woodland learning for all
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (12)
    Current Trustees appointed
    Gender Split

    Age Range of Trustees: 31-76
    • ABIGAIL CHICKEN Appointed: 2021, Occupation: Sustainability Manager
    • ADAM EDWARD WALLACE Appointed: 2022, Occupation: Public Servant/Conservationist
    • ANDREW BEATTIE Appointed: 2018, Occupation: Environmental Consultant
    • ANGELA SWARBRICK (Chair) Appointed: 2018, Occupation: Retired
    • CHRISTINE HOWARD Appointed: 2018, Occupation: Business Consultant
    • MARK MCDOUGALL TURNER Appointed: 2019, Occupation: Executive Coach
    • NICHOLAS BAXTER Appointed: 2015, Occupation: Ecologist
    • PAMELA WHYMAN Appointed: 2018, Occupation: Teacher
    • PETER BERNARD SUTTON Appointed: 2019, Occupation: Retired
    • PETER DOUGLAS URQUHART Appointed: 2022, Occupation: Accountant
    • PETER SMITH Appointed: 2016, Occupation: Marketing Consultant
    • STEPHANIE JOSEPHINE TODD Appointed: 2021, Occupation: Oerational Sustainability Manager
    Legal constitution
    • Charitable company registered in England & Wales on 31/07/1962, number: 208123
    • Registered at Companies House on 22/12/1959, number: 00645176
    Gift Aid
    • Registered with HMRC for Gift Aid
    Policies in force
    • Complaints handling
    • Conflicting interests
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding vulnerable beneficiaries
    • Volunteer management
    Filing Record
    20 returns made; AR12: 50 days late, AR11: 2 days late, AR09: 20 days late, AR06: 2 days late, AR05: 2 days late, AR04: 25 days late,
    Main office

    Surrey Wildlife Trust
    School Lane
    Pirbright
    Woking
    GU24 0JN

    Objectives

    (1) FOR THE BENEFIT OF THE PUBLIC, THE ADVANCEMENT OF ENVIRONMENTAL PROTECTION, IMPROVEMENT AND ACCESSIBILITY OF:(A) WILDLIFE AND ITS HABITATS(B) PLACES OF NATURAL BEAUTY(C) PLACES OF ZOOLOGICAL, BOTANICAL, GEOGRAPHICAL, GEOLOGICAL, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST(D) FEATURES OF LANDSCAPE WITH GEOLOGICAL, PHYSIOGRAPHICAL, OR AMENITY VALUE, IN PARTICULAR BUT NOT EXCLUSIVELY IN WAYS THAT FURTHER BIODIVERSITY;(2) FOR THE BENEFIT OF THE PUBLIC, THE ADVANCEMENT OF EDUCATION IN:(A) THE STUDY OF NATURE(B) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATION(C) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT;(3) FOR THE BENEFIT OF THE PUBLIC, THE ADVANCEMENT OF SCIENCE AND NATURAL HERITAGE:(A) TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY(B) TO PUBLISH THE USEFUL RESULTS THEREOF.

    Defined Area of Benefit:

    COUNTY OF SURREY

    Data Sources

    Charity Commission for England and Wales
    360 Giving

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