Finance Score: 10

Governance Score: 6

Support Score: 14

Liabilities <10%: +3
Excess liquidity: -1
Income diversified: +3
Large legacies income: +1
Strong growth: +2
Fundraising costs high: -3
Future income +5

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

Large volunteers +3
Grant maker support: +11

Overall GiG Score: 30

SUFFOLK WILDLIFE TRUST

Suffolk Wildlife Trust's mission is to safeguard the wildlife of Suffolk for the future by managing nature reserves, influencing the management of land and water, recording sites of wildlife value, campaigning on wildlife issues and inspiring people of all ages to take action for wildlife. The Trust has a membership of 28,000.

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 and there are significant future grants due to be received
This charity has a robust balance sheet
Income generation is well diversified
This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Fundraising costs are high relative to funds raised

Established: 53 years
(62 years as a company)

www.suffolkwildlifetrust.org

info@suffolkwildlifetrust.org

01473890089

Charity Commission for England and Wales

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	*	£6,002	£5,395	£607	£1,177	£28,902	£7,667	17.1	104	1,640
31/03/22		£7,653	£4,144	£3,509	£814	£28,295	£7,437	21.5	73	1,606
31/03/21		£7,198	£3,304	£3,894	£425	£24,727	£5,795	21	76	1,500
31/03/20		£4,667	£4,178	£489	£421	£20,756	£5,496	15.8	74	1,500
31/03/19		£6,668	£2,956	£3,712	£123	£20,269	£6,057	24.6	72	1,600
31/03/18		£3,326	£2,867	£459	£152	£16,468	£6,112	25.6	73	0
31/03/17		£4,339	£2,742	£1,597	£155	£16,003	£6,546	28.6	67	0
31/03/16		£3,895	£2,614	£1,281	£115	£14,166	£6,531	30	63	0
31/03/15		£3,712	£2,527	£1,185	£127	£12,976	£5,782	27.5	63	0
31/03/14		£3,074	£2,346	£728	£164	£11,635	£5,476	28	65	0
31/03/13	*	£2,815	£2,103	£712	£137	£10,881	£4,932	28.1	64	0
31/03/12		£3,151	£2,008	£1,143	£360	£10,121	£4,288	25.6	40	0
31/03/11	*	£2,488	£1,971	£517	£318	£8,924	£4,508	27.4	41	0
31/03/10		£2,222	£1,945	£277	£347	£8,407	£4,311	26.6	42	0
31/03/09		£2,210	£1,787	£423	£133	£8,086	£4,085	27.4	37	0
31/03/08		£2,088	£1,543	£545	£102	£7,665	£3,971	30.9	44	0
31/03/07		£2,132	£1,609	£523	£298	£6,885	£3,576	26.7	47	0
31/03/06		£2,076	£1,597	£479	£0	£0	£0	n/a	0	0
31/03/05		£1,995	£1,446	£549	£0	£0	£0	n/a	0	0
31/03/04		£2,044	£1,514	£530	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 25.6%
Fundraising Costs/Total Spending: 21.8%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 5%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 27%
Reserves/Spending: 17.1 months
Net Current Assets/Spending: 14 months
Quick Ratio: 2.1

Asset Split ?

Listed activities

Education/Training
Environment/Conservation/Heritage

How it operates

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

Where it operates

Suffolk,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

104 employees
1,640 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 Heritage Fund	£2,074,024
Department for Environment, Food and Rural Affairs	£246,894
DCMS	£125,000
Sport England	£45,000

Specific Donations

Amount	When Months	To be used for
Cambridgeshire Community Foundation - Securing a step change in the efficiency and effectiveness of the annual reed cutting at our reserves in North-East Suffolk through replacing our reed cutter.
£10,000	17/10/2023	towards the purchase of a larger and more efficient reed-cutter to benefit nine different nature reserves
National Lottery Heritage Fund - Grant to Suffolk Wildlife Trust
£1,999,832	07/06/2023	Worlingham Marshes – creating nature connections along Waveney Valley, in the Broads National Park
National Lottery Heritage Fund - Grant to Suffolk Wildlife Trust
£24,992	16/12/2022	Explore: Suffolk Wildlife Trust
Essex Community Foundation - Grant to Suffolk Wildlife Trust
£250	06/07/2022	towards protecting wildlife for the people of Suffolk
Department for Environment, Food and Rural Affairs - Environmental Stewardship Transferred to DEFRA NSA P2
£88,206	01/04/2022	This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation ....more This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation of a successful bid and remainder paid during final year of implementing the business plan. Payment is subject to correct implementation of the business plan. This measure supports development and creation of rural micro / small businesses and farm diversification activity where the investments benefit the wider rural economy. RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - Countryside Stewardship Transferred to DEFRA NSA P2
£45,794	01/04/2022	This measure covers grant funding for basic services and village renewal in rural areas under Countryside Productivity and ESIF Growth Programme Small / micro rural businesses, rural community ....more This measure covers grant funding for basic services and village renewal in rural areas under Countryside Productivity and ESIF Growth Programme Small / micro rural businesses, rural community groups, and any public / private entities working in partnership with those community groups can apply for funding. The measure aims to develop the economies of rural communities and their infrastructure such as community buildings, public spaces and cultural, tourism and heritage amenities. Investments should enhance landscape quality and help meet challenges of rural communities relating to distance, population scarcity, aging, social isolation and market structure. Measure is also used to encourage visits to farms for educational purposes and renovation / maintenance of historic farm buildings. RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - ALB - Rural Payments Agency - State Aid Funded (RD Measure 10) SA
£7,808	01/04/2022	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 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 schemes offered under the previous RD programme. The measure funds activities intended to deliver environmental land management priorities contributing to Englands Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change. Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified. RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£58,010	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£31,076	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£8,334	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.
DCMS - GRCF2020: West Suffolk nature triangle
£125,000	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 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 charities and their partners to deliver projects in England.The aim of the fund is to support projects that are ready to deliver and focus on nature restoration, nature-based solutions and connecting people with nature, delivering against the goals of the Governments 25 Year Environment Plan (25YEP), whilst helping to sustain and build capacity in the sector.
National Lottery Heritage Fund - Grant to Suffolk Wildlife Trust
£49,200	18/08/2020	COVID 19: Suffolk Wildlife Trust
Department for Environment, Food and Rural Affairs - PGW0556-CF1050 - River Gipping Restoration 2021
£7,665	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
Sport England - Path and boardwalk trails
£45,000	11/09/2019 7	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Path and boardwalk trails. This project lists its main activity as Exercise & Fitness
Department for Environment, Food and Rural Affairs - Restoring Suffolk's Rivers 2018
£12,072	01/04/2019	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 - River Gipping Restoration
£20,000	01/04/2019	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 - State Aid Funded (Measure 10)
£11,680	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 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 schemes offered under the previous RD programme.The measure funds activities intended to deliver environmental land management priorities contributing to EnglandÃs Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change.Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified.RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£78,191	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 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 schemes offered under the previous RD programme.The measure funds activities intended to deliver environmental land management priorities contributing to EnglandÃs Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change.Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified.RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£30,252	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.
National Lottery Heritage Fund - Grant to Suffolk Wildlife Trust
£4,422,100	27/09/2016	Creating a southern gateway to the Broads National Park
National Lottery Heritage Fund - Grant to Suffolk Wildlife Trust
£58,400	18/05/2016	Making Ipswich the most hedgehog friendly town in the UK
National Lottery Heritage Fund - Grant to Suffolk Wildlife Trust
£10,000	23/02/2016	Growing Up Wild in Suffolk
Esmee Fairbairn - Social investment Suffolk Wildlife Trust
£2,026,772	11/02/2016 24	An investment in the purchase of 150 hectares of land to create a Living Landscape in the Suffolk Broads as part of the land purchase facility.
National Lottery Heritage Fund - Grant to Suffolk Wildlife Trust
£54,900	08/10/2014	Closer to nature in Ipswich

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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: 35-72

CALUM MACKENZIE THOMSON Appointed: 2020, Occupation: Chartered Accountant

JAMES ALEXANDER Appointed: 2016, Occupation: Consultant, Other trusteeship: GREEN THING TRUST,

JOAN FRANCES HARDINGHAM Appointed: 2020, Occupation: Farmer, Other trusteeship: SUFFOLK NATURALISTS' SOCIETY,

MIRANDA COOPER Appointed: 2023, Occupation: Conservation & Land Manager

ROBYN LLEWELLYN Appointed: 2020, Occupation: Head Of Engagement

SHARON GODDARD Appointed: 2023, Occupation: Director, Other trusteeship: HERITAGE EDUCATION TRUST,

STEPHANIE JONES Appointed: 2018, Occupation: Environment Strategy Officer

SUSAN WENDY HOOTON Appointed: 2019, Occupation: Ecologist

TIMOTHY WOODWARD Appointed: 2020, Occupation: Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 13/08/1971, number: 262777
Registered at Companies House on 13/06/1961, number: 00695346

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
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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 68 days late, AR13: 1 days late, AR11: 23 days late,

Main office

BROOKE HOUSE
THE GREEN
ASHBOCKING
SUFFOLK
IP6 9JY

Objectives

(1) FOR THE PUBLIC BENEFIT 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, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST;(IV) FEATURES OF LANDSCAPE WITH GEOLOGICAL, PHYSIOGRAPHICAL, OR AMENITY VALUE, IN PARTICULAR BUT NOT EXCLUSIVELY, IN WAYS THAT FURTHER BIOLOGICAL CONSERVATION.(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:

NOT DEFINED

Data Sources