Finance Score: -4

Governance Score: 6

Support Score: 11

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs high: -5

Good trustee age range: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 13

ESSEX WILDLIFE TRUST LIMITED

The three main areas of activity are the management of nature reserves, conservation, and people and wildlife. All these activities aim to promote conservation and encourage sustainability in a wide audience.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Established: 62 years
(64 years as a company)

www.essexwt.org.uk

admin@essexwt.org.uk

01621862960

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
31/12/22		£8,386	£9,774	£-1,388	£3,845	£31,113	£8,331	10.2	191	2,239
31/12/21		£8,615	£8,372	£244	£3,222	£34,596	£13,361	19.2	141	2,058
31/12/20		£10,040	£7,399	£2,641	£2,798	£33,239	£12,782	20.7	136	1,500
31/12/19		£9,388	£8,412	£976	£3,790	£29,922	£9,881	14.1	145	1,500
31/12/18		£7,816	£7,935	£-119	£3,410	£27,101	£8,581	13	140	1,500
31/12/17		£7,695	£7,314	£380	£3,035	£28,050	£8,919	14.6	132	0
31/12/16		£7,972	£7,118	£854	£2,771	£26,938	£8,155	13.7	110	0
31/12/15		£9,454	£6,693	£2,761	£2,073	£25,443	£7,052	12.6	70	0
31/12/14		£6,479	£5,678	£800	£1,716	£22,659	£5,793	12.2	91	0
31/12/13		£5,978	£5,724	£254	£1,834	£21,643	£5,362	11.2	96	0
31/12/12		£6,062	£4,748	£1,315	£1,253	£20,496	£5,503	13.9	87	0
31/12/11		£6,245	£4,234	£2,010	£1,347	£18,673	£5,119	14.5	54	0
31/12/10		£4,448	£4,287	£161	£1,036	£16,111	£4,889	13.7	75	0
31/12/09		£4,210	£4,068	£142	£1,003	£15,520	£4,752	14	75	0
31/12/08	*	£4,359	£4,040	£319	£1,343	£14,790	£4,387	13	75	0
31/12/07		£2,911	£2,758	£153	£1,404	£15,980	£4,687	20.4	70	0
31/12/06		£2,570	£2,531	£39	£0	£0	£0	n/a	0	0
31/12/05		£2,764	£2,249	£515	£0	£0	£0	n/a	0	0
31/12/04		£2,361	£2,185	£176	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 72.8%
Fundraising Costs/Total Spending: 39.7%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 3%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 27%
Reserves/Spending: 10.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 0.5

Asset Split ?

Listed activities

Animals
Education/Training
Environment/Conservation/Heritage
Recreation

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Essex,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

191 employees
2,239 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.

Major supporters in last 5 years

National Lottery Community Fund	£366,649
National Lottery Heritage Fund	£250,000
Department for Transport	£176,911
The Aim Foundation	£15,000

Specific Donations

Amount	When Months	To be used for
Essex Community Foundation - Grant to Essex Wildlife Trust
£125	20/03/2023	towards protecting wildlife for the people of Essex
Essex Community Foundation - Grant to Essex Wildlife Trust
£750	06/07/2022	towards protecting wildlife for the people of Essex
Department for Transport - Warley Place Heritage
£176,911	29/06/2022	Warley Place is a short distance from (850m) M25 and was impacted by the construction of the motorway by both noise and site lines due to the open nature of the landscape. The site has recently been ....more Warley Place is a short distance from (850m) M25 and was impacted by the construction of the motorway by both noise and site lines due to the open nature of the landscape. The site has recently been listed as Heritage at Risk.The proposed restoration activity will preserve public understanding and prevent the structures surviving from the Grade II Registered Garden being lost.
Essex Community Foundation - Grant to Essex Wildlife Trust
£125	20/04/2022	towards protecting wildlife for the people of Essex
Masonic Trust - MCF Festival
£6,000	16/09/2021	Conservation focused infrastructure around ten Nature Discovery Centres.
Essex Community Foundation - Grant to Essex Wildlife Trust
£125	15/03/2021	towards protecting wildlife for the people of Essex
The Aim Foundation - Grant to Essex Wildlife Trust
£15,000	18/01/2021 12	A one-off grant towrds a citizen science survey to raise profile of seagrass habitat. This will help understand better and reduce coastal recreational pressure on seagrass meadows and coastal ....more A one-off grant towrds a citizen science survey to raise profile of seagrass habitat. This will help understand better and reduce coastal recreational pressure on seagrass meadows and coastal wildlife on the Blackwater Estuary.
National Lottery Heritage Fund - Grant to Essex Wildlife Trust
£250,000	07/09/2020	AOF2020: Essex Wildlife Trust
Essex Community Foundation - Grant to Essex Wildlife Trust
£125	03/04/2020	Towards protecting wildlife for the people of Essex
Department for Environment, Food and Rural Affairs - PGW0641-CF980 - Essex Fish Migration 2021
£9,955	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
National Lottery Community Fund - Langdon Nature Reserve Visitor Centre
£366,649	24/03/2020	Essex Wildlife Trust will use the funding to rebuild the visitor centre at the Langdon Nature Reserve site. This will be a fit-for-purpose and welcoming new visitor centre that will act as a ....more Essex Wildlife Trust will use the funding to rebuild the visitor centre at the Langdon Nature Reserve site. This will be a fit-for-purpose and welcoming new visitor centre that will act as a community and education hub. The facility will include a café, wider doors to the education space for double buggy and larger wheelchair access, more parking and seating.
Department for Environment, Food and Rural Affairs - WEIF1001-19/20 (COMBINED ESSEX) 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 - Colne Priority Projects
£5,000	01/04/2018	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 ....more 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 and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Wardens for Wildlife 18/19
£5,525	01/04/2018	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 ....more 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 and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Saltmarsh Regeneration 18/19
£9,860	01/04/2018	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 ....more 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 and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - COMBINED ESSEX 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
£30,900	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 ....more 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 different farming systems: Rotational Land; Improved Permanent Pasture; Unimproved Permanent Pasture; Horticulture; and Top Fruit.This measure aims to fund organic conversion and maintenance by active farmers and builds on existing conversion and maintenance support under the previous RD programme Environmental Stewardship (Organic Higher Level and Entry Level Stewardship) elements.Activities funded under this measure support farmers wishing to convert to and maintain organic farming systems for environmental benefits. Investments contribute to meeting Englands Biodiversity 2020 goals and legal obligations under the Habitats and Species and Water Framework Directives. Support also aims to deliver the main objectives on biodiversity and the water environment (including flood management).RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - Essex Wildlife Trust Ã?Â? Tree planting, engagement and Water for Wildlife
£7,500	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 - Essex Wildlife Trust Ã?Â? Tree planting, engagement and Water for Wildlife
£7,500	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 - Combined Essex
£15,000	01/04/2017	Water Envronment Improvement Fund Catchment Based Approach National Support Group Work Programme 1718
Essex Community Foundation - Forest School for Essex Primary Schools
£2,700	06/10/2016 11	To help run Forest School sessions at primary schools in Greenstead in Colchester and Jaywick in Tendring
National Lottery Heritage Fund - Grant to Essex Wildlife Trust (EWT)
£66,700	21/03/2016	Explaining The Naze - a unique coastal landscape of outstanding pre-historic and geological heritage value

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 46-71

CATHERINE HAWKINS Appointed: 2020, Occupation: Sponsorship And Events

CHARLES ANDREW JOYNSON Appointed: 2017, Occupation: Company Director

DR NAOMI KINGSTON Appointed: 2020, Occupation: Head Of Operations

ELIN MARIA SIMONSSON Appointed: 2020, Occupation: Head Of Interpretation

GEOFFREY MARK DUFFIELD Appointed: 2016, Occupation: Publisher

JAMES WREN Appointed: 2020, Occupation: Fundraising Director, Zsl, Other trusteeship: SENSE ABOUT SCIENCE,

KEELEY ANN HAZELHURST Appointed: 2016, Occupation: Accountant, Other trusteeship: THAMESIDE NATURE PARK LTD,

MICHELLE WALL Appointed: 2020, Occupation: Human Resources Director

PROFESSOR THOKO KAIME Appointed: 2020, Occupation: Lawyer

ROBERT HOLMES Appointed: 2020, Occupation: Business Consultant, Other trusteeship: Peldon & Wigboroughs Community Hall,

SARAH BALSER Appointed: 2020, Occupation: Chief Executive, Other trusteeship: ORAL HEALTH FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 22/09/1962, number: 210065
Registered at Companies House on 02/10/1959, number: 00638666

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

19 returns made; AR08: 2 days late,

Main office

Essex Wildlife Trust
Abbotts Hall Farm
Great Wigborough
COLCHESTER
Essex
CO5 7RZ

Objectives

1. FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION MAINTENANCE AND PROTECTION OF:(I) WILDLIFE AND ITS HABITATS;(II) PLACES OF NATURAL BEAUTY(III) PLACES OF ZOOLOGICAL, BOTANICAL, GEOGRAPHICAL, HISTORICAL, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST(IV) FEATURES OF LANDSCAPE WITH GEOGRAPHICAL, PHYSIOGRAPHICAL, OR AMENITY VALUEIN ANY WAYS THAT ARE CHARITABLE IN LAW AND IN PARTICULAR, BUT NOT EXCLUSIVELY, IN WAYS THAT FURTHER BIODIVERSITY2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN:(I) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT(II) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATIONSUSTAINABLE DEVELOPMENT IS PRIMARILY DEFINED AS DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS [BRUNDTLAND COMMISSION]

Defined Area of Benefit:

NOT DEFINED

Data Sources