Finance Score: 0

Governance Score: -1

Support Score: 0

Reasonable growth: +1
Volatile income
spending growth: -1
No PartB

12+ Trustees: -1

Large volunteers +5

Overall GiG Score: 4

LUNDY FIELD SOCIETY

The charity provides funding for study, information and conservation work on the island of Lundy in the Bristol Channel.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 but spending has been maintained

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
31/12/23		£26	£27	£-1	n/a	n/a	n/a	n/a	n/a	60
31/12/22		£34	£17	£17	n/a	n/a	n/a	n/a	n/a	60
31/12/21		£70	£10	£59	n/a	n/a	n/a	n/a	n/a	50
31/12/20		£16	£21	£-5	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£16	£10	£7	n/a	n/a	n/a	n/a	n/a	40
31/12/18		£23	£19	£4	£0	£0	£0	n/a	0	0
31/12/17		£18	£20	£-2	£0	£0	£0	n/a	0	0
31/12/16		£28	£25	£4	£0	£0	£0	n/a	0	0
31/12/15		£26	£14	£13	£0	£0	£0	n/a	0	0
31/12/14		£9	£10	£-1	£0	£0	£0	n/a	0	0
31/12/13		£13	£10	£3	£0	£0	£0	n/a	0	0
31/12/12		£26	£27	£-1	£0	£0	£0	n/a	0	0
31/12/11		£15	£6	£9	£0	£0	£0	n/a	0	0
31/12/10		£18	£10	£8	£0	£0	£0	n/a	0	0
31/12/09	*	£12	£6	£6	£0	£0	£0	n/a	0	0
31/12/08	*	£6	£9	£-3	£0	£0	£0	n/a	0	0
31/12/07		£5	£13	£-7	£0	£0	£0	n/a	0	0
31/12/06	*	£17	£7	£9	£0	£0	£0	n/a	0	0
31/12/05		£5	£5	£0	£0	£0	£0	n/a	0	0
31/12/04		£5	£4	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 54 years

www.lundy.org.uk

secretary@lundy.org.uk

07968 598846

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Financial or material assistance

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

ALAN ROWLAND Appointed: 2013, Other trusteeship: MORWENSTOW EDUCATIONAL TRUST,

ANDRE COUTANCHE Appointed: 2013

ANDREW CLEAVE MBE Appointed: 2013, Other trusteeship: BIRDS ON THE BRINK,

BELINDA COX (Chair) Appointed: 2013

CHRISTOPHER WEBSTER Appointed: 2013

DR KEITH HISCOCK MBE Appointed: 2013

JOHN SHELLEY Appointed: 2024

LUCY LO-VEL Appointed: 2024

MICHAEL WILLIAMS Appointed: 2012, Other trusteeships: THE ANCIENT SOCIETY OF COLLEGE YOUTHS BELL RESTORATION FUND, THE LOUGHBOROUGH BELLFOUNDRY TRUST,

PROFESSOR JENNIFER GEORGE

RICHARD BREESE Appointed: 2020

TIMOTHY JONES Appointed: 2016

TREVOR DOBIE Appointed: 2013

Legal constitution

Charity registered in England & Wales on 23/03/1970, number: 258294

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR09: 110 days late, AR08: 1311 days late, AR06: 13 days late,

Main office

10 Nutholt Lane
ELY
Cambridgeshire
CB7 4PL

Objectives

A) TO FURTHER THE STUDY OF LUNDY AND IN PARTICULAR ITS HISTORY, NATURAL HISTORY AND ARCHAEOLOGY;B) TO UNDERTAKE INVESTIGATIONS IN THESE FIELDS;C) TO FURTHER THE CONSERVATION OF WILDLIFE AND ANTIQUITIES OF THE ISLAND.

Defined Area of Benefit:

LUNDY ISLAND

Data Sources