Finance Score: -1
Governance Score: 1
Support Score: 3
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Volatile income: -3
  • Narrow trustee age band: -2
  • Gender balanced board: +3
  • Grant maker support: +3
Overall GiG Score: 3 ?

 

Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker
  • This charity has a robust balance sheet
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • The Board has little diversity in terms of age

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • Income has been volatile recently

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£2,018£2,040£-21£306£5,400£2,98517.628619
31/03/22£1,904£2,140£-236£346£5,469£2,87116.134547
31/03/21£2,099£1,800£299£169£5,663£3,02620.238700
31/03/20£2,749£2,598£151£282£5,231£2,75512.739700
31/03/19£2,618£2,612£6£215£4,839£2,57811.831900
31/03/18£2,526£2,419£107£207£4,828£2,52612.5310
31/03/17£2,640£2,655£-15£225£4,715£2,41410.9370
31/03/16£2,974£2,352£623£174£4,640£2,42612.4360
31/03/15£2,843£2,166£677£216£4,363£2,33712.9320
31/03/14£2,530£2,059£471£211£3,683£2,25613.1300
31/03/13£2,196£1,921£274£162£3,205£2,15413.5290
31/03/12£1,867£1,901£-34£185£2,927£1,87511.8280
31/03/11£1,874£1,806£68£183£2,959£1,90012.6320
31/03/10£1,819£1,689£130£167£2,890£1,85613.2300
31/03/09£1,722£1,665£57£171£2,735£1,80013300
31/03/08£2,002£1,583£420£202£2,703£1,80713.7290
31/03/07£700£656£44£199£2,171£1,52727.9260
31/03/06£772£593£179£0£0£0n/a00
31/03/05£666£536£130£0£0£0n/a00
31/03/04*£745£533£212£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 16.5%
Fundraising Costs/Total Spending: 15.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 55%
Reserves/Spending: 17.6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.6
Asset Split ?
Established: 62 years
Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Environment/Conservation/Heritage
GiG Classification
  • Animal sanctuaries and shelters
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
Where it operates
  • Leicester City, Leicestershire, Rutland,
Who it helps
  • The General Public/Mankind
Who works here?
  • 28 employees
  • 619 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 Leicestershire and Rutland Wildlife Trust
£89,800 18/05/2021
Birdfair Bounce Back
National Lottery Heritage Fund - Grant to Leicestershire and Rutland Wildlife Trust
£149,900 19/08/2020
COVID19: Leicestershire and Rutland Wildlife Trust
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£4,858 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 ....more
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£5,459 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
Samworth Foundation - Wildlife Champions
£96,750 16/06/2016
36
Encouraging wildlife champions and Natural Leaders - funding a programme to encourage volunteering from the young and amongst more experienced natural scientists to advance LRWT work.
Samworth Foundation - Wildlife Champions
£96,750 31/05/2016
Encouraging wildlife champions and Natural Leaders - funding a programme to encourage volunteering from the young and amongst more experienced natural scientists to advance LRWT work.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees:
  • BOB BEARNE Appointed: 2014, Occupation: Probation Manager
  • HELEN NOTT Appointed: 2017, Occupation: Marketing Consultant
Legal constitution
  • registered in England & Wales on 30/11/1962, number: 210531
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Investment
  • 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
20 returns made; AR04: 129 days late,

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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