Overall GiG Score: 28 ?
Finance Score: 4
Governance Score: 8
Support Score: 16
  • Liabilities <10%: +3
  • Reasonable growth: +1
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteers +3
  • Grant maker support: +13

CUMBRIA WILDLIFE TRUST LTD 

Cumbria Wildlife Trust is the only voluntary organisation solely devoted to the conservation of the wildlife and wild places of Cumbria. The Trust stands up for wildlife, creates wildlife havens, and seeks to raise environmental awareness.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • This charity has a robust balance sheet
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • 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 and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 14 trustees whereas the Charities Commission recommends a maximum of 12
Established: 61 years

www.cumbriawildlifetrust.org.uk

mail@cumbriawildlifetrust.org.uk

01539 816300

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£4,768£4,422£346£546£10,588£4,27711.6721,058
31/03/22£4,185£3,272£913£443£10,271£4,16015.3621,058
31/03/21£4,012£2,918£1,094£427£9,017£3,61114.9521,380
31/03/20£3,343£2,406£937£466£7,753£2,97414.8561,380
31/03/19£2,823£2,843£-21£449£6,895£3,02012.7491,518
31/03/18£2,250£2,091£159£445£6,875£3,01017.3490
31/03/17£2,471£2,627£-157£411£6,684£2,89613.2390
31/03/16£3,672£2,395£1,277£624£6,723£2,89514.5390
31/03/15£2,386£2,147£239£564£5,482£2,46813.8390
31/03/14£2,312£2,211£101£504£5,165£2,42513.2370
31/03/13£3,212£2,611£601£464£5,045£2,35710.8300
31/03/12£2,587£2,254£333£437£4,387£1,97210.5320
31/03/11£1,809£1,649£159£464£4,048£1,84613.4330
31/03/10£1,667£1,615£51£446£3,016£1,81513.5330
31/03/09?£2,308£2,154£153£495£2,868£1,84810.3320
31/12/07£1,722£1,575£147£356£2,879£1,90714.5310
31/12/06£1,482£1,544£-62£0£0£0n/a00
31/12/05£1,488£1,189£298£0£0£0n/a00
31/12/04£1,149£1,073£76£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 11.7%
Fundraising Costs/Total Spending: 12.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 3%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 40%
Reserves/Spending: 11.6 months
Net Current Assets/Spending: 10 months
Quick Ratio: 1.8
Asset Split ?
What it does
  • Environment/Conservation/Heritage
Who works here?
  • 72 employees
  • 1,058 volunteers
Who it helps
  • The General Public/Mankind
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Cumbria,

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
Esmee Fairbairn£1,828,000
National Lottery Heritage Fund£449,100
DCMS£327,154
Department for Environment, Food and Rural Affairs£310,676
John Ellerman Foundation£90,000
Specific Donations
Amount When
Months
To be used for
Esmee Fairbairn - Grant to CUMBRIA WILDLIFE TRUST LTD
£150,000 06/12/2023
Towards project costs to establish a Land and Nature Skills Service for Cumbria
Esmee Fairbairn - Social investment to CUMBRIA WILDLIFE TRUST LTD
£950,000 29/11/2023
Land Purchase Facility for Skiddaw Forest in the Lake District, Cumbria
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£30,000 27/02/2023
Towards unrestricted core costs as a Cost of Living Uplift
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£25,000 27/02/2023
Towards project costs as a Cost of Living Uplift
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£18,000 27/02/2023
Towards unrestricted core costs as a Cost of Living Uplift
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£250,000 10/02/2022
36
Towards project costs Nature North; a coalition to integrate nature in North of England with levelling up and new models of investment.
DCMS - GRCF2021: Planting For Pollinators
£202,404 16/07/2021
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 charities and their ....more
Department for Environment, Food and Rural Affairs - PEA0019-CF1150 - Shap Fells
£198,174 16/11/2020
The purpose of the funding is to achieve 1,756.75ha of peat restoration in 2020/21 as a contribution towards the delivery of the Nature for Climate Funds target for 35,000 ha of peat restoration by ....more
DCMS - GRCF2020 Cumbria Peatland Restoration
£124,750 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 ....more
National Lottery Heritage Fund - Grant to Cumbria Wildlife Trust
£246,000 11/08/2020
COVID19 Cumbria Wildlife Trust
John Ellerman Foundation - Core costs to lead on collective impact for work programmes in the Irish Sea
£90,000 30/07/2020
36
Towards core costs and policy work to secure better managed Marine Protected Areas in the Irish Sea
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£30,000 05/05/2020
6
towards unrestricted core costs as a COVID-19 Fast Response grant
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£75,000 09/04/2020
18
Towards the Cumbria Peatland Restoration Project, developing, designing and delivering peatland restoration.
Cumbria Community Foundation - Donor directed COVID-19
£15,000 06/04/2020
5
Donor directed COVID-19
Department for Environment, Food and Rural Affairs - PGW0593-CF1134 - Cumbria Peatland restoration
£30,000 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
National Lottery Heritage Fund - Grant to Cumbria Wildlife Trust
£203,100 05/03/2020
My Local Catch
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£300,000 13/02/2020
60
Towards core costs to develop and expand the marine programme in the Irish Sea
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£68,987 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 - State Aid Funded (Measure 10)
£13,515 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
Cumbria Community Foundation - Get Cumbria Buzzing
£3,000 19/12/2018
Get Cumbria Buzzing
Co-Operative Group - Grant to Cumbria Wildlife Trust
£4,505 19/11/2018
We need to kit out our family friendly hides so that they're bursting with information and fun ways for people to experience nature.
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£38,172 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
National Lottery Heritage Fund - Grant to Cumbria Local Nature Partnership
£999,900 15/03/2018
Get Cumbria Buzzing
National Lottery Heritage Fund - Grant to Cumbria Wildlife Trust
£9,500 07/09/2017
Exploring Carlisle's Natural Heritage
Garfield Weston Foundation - Main Grants award
£15,000 13/07/2017
Gosling Sike Farm -- explore, learn, grow
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£100,000 04/04/2017
36
Towards the continuation of the Irish Sea Marine Advocacy Programme to ensure conservation representation, protection and management of the Irish Sea.
Department for Environment, Food and Rural Affairs - Scales Farm
£9,000 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 - Scales Farm
£11,000 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 - Tebay Gill
£26,000 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 - Mardale Common Restoration
£28,245 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 - Tebay Gill
£34,000 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 - Mardale Common Restoration
£39,103 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
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£150,000 10/06/2015
60
Towards costs of the Peat Restoration Project.
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£110,000 29/01/2014
Towards advocacy work on behalf of a coalition of wildlife trusts based in the North West of England to further marine protection in the Irish Sea.
National Lottery Heritage Fund - Grant to Cumbria Wildlife Trust
£1,721,400 17/09/2013
Eycott Hill Nature Reserve
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£7,715 30/07/2013
Towards the costs of building a partnership of the Wildlife Trusts around the Irish Sea to deliver the Living Seas vision and develop a joint proposal for raising awareness of and engagement with the ....more
National Lottery Heritage Fund - Grant to Cumbria Wildlife Trust
£374,200 21/05/2013
The Marine and Coastal Heritage programme
Esmee Fairbairn - Social investment Cumbria Wildlife Trust
£968,000 31/10/2012
An investment in the purchase of Eycott Hill - 216 hectares of upland grassland, heath and mire for a major upland nature reserve.
Esmee Fairbairn - Grant to Cumbria Wildlife Trust
£105,000 15/07/2010
36
Towards Core costs Towards the costs of the conservation advocacy work towards marine protected areas in the Irish Sea.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split
Based on 13/14 persons

Age Range of Trustees: 21-72
  • AMY BRAY Appointed: 2023, Occupation: Student
  • DR VOLKER DEECKE Appointed: 2019, Occupation: Associate Professor In Wildlife Conservation
  • GEMMA JONES Appointed: 2021, Occupation: Assistant Head, Cyp Community Services
Legal constitution
  • Charitable company registered in England & Wales on 04/06/1963, number: 218711
  • Registered at Companies House on 16/05/1962, number: 00724133
Gift Aid
  • 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
19 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from ADAM CLARK MEMORIAL TRUST on 15/03/2022
Main office

CUMBRIA WILDLIFE TRUST
PLUMGARTHS
CROOK ROAD
KENDAL
LA8 8LX

Objectives

1. FOR THE BENEFIT OF THE PUBLIC TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION MAINTENANCE AND PROTECTION OF: (I) WILDLIFE AND HABITATS; (II) PLACES OF NATURAL BEAUTY; (III) PLACES OF ORNITHOLOGICAL, BOTANICAL, GEOGRAPHICAL, ZOOLOGICAL OR SCIENTIFIC INTEREST; (IV) FEATURES OF LANDSCAPE WITH GEOLOGICAL, PHYSIOGRAPHICAL OR AMENITY VALUE IN PARTICULAR, BUT NOT EXCLUSIVELY, IN WAYS THAT FURTHER BIODIVERSITY.2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN: (I) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT; (II) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATION.3. TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY AND TO PUBLISH THE USEFUL RESULTS THEREOF.

Defined Area of Benefit:

COUNTY OF CUMBRIA

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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