Finance Score: -2

Governance Score: 1

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 4

WHARFEDALE NATURALISTS SOCIETY

To promote and foster the study of all branches of natural history and add to existing knowledge, both generally and regarding Wharfedale in particular. To promote the conservation, protection and improvement of the physical and natural environment.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
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:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
28/02/23	*	£18	£17	£0	n/a	n/a	n/a	n/a	n/a	60
28/02/22		£11	£10	£0	n/a	n/a	n/a	n/a	n/a	0
28/02/21		£9	£9	£-1	n/a	n/a	n/a	n/a	n/a	0
29/02/20	*	£13	£12	£1	n/a	n/a	n/a	n/a	n/a	20
28/02/19		£11	£10	£0	n/a	n/a	n/a	n/a	n/a	30
28/02/18		£11	£12	£-1	£0	£0	£0	n/a	0	0
28/02/17		£13	£13	£0	£0	£0	£0	n/a	0	0
28/02/16		£11	£10	£1	£0	£0	£0	n/a	0	0
28/02/15		£11	£12	£-1	£0	£0	£0	n/a	0	0
28/02/14		£14	£11	£2	£0	£0	£0	n/a	0	0
28/02/13		£11	£11	£0	£0	£0	£0	n/a	0	0
29/02/12		£11	£15	£-4	£0	£0	£0	n/a	0	0
28/02/11		£10	£11	£-1	£0	£0	£0	n/a	0	0
28/02/10		£11	£11	£0	£0	£0	£0	n/a	0	0
28/02/09		£12	£12	£-1	£0	£0	£0	n/a	0	0
29/02/08		£10	£9	£2	£0	£0	£0	n/a	0	0
28/02/07		£9	£10	£-1	£0	£0	£0	n/a	0	0
28/02/06		£17	£11	£6	£0	£0	£0	n/a	0	0
28/02/05		£10	£7	£3	£0	£0	£0	n/a	0	0
29/02/04		£6	£8	£-2	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 44 years

www.wharfedale-nats.org.uk

info@wharfedale-nats.org.uk

01943 863229

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

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

Where it operates

Bradford City, City Of Wakefield, Leeds City, North Yorkshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
60 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

DR CATHERINE ANNA LOUISE BURTON Appointed: 2016

DR IAN RUSSELL BRAND (Chair) Appointed: 2020

GORDON BARRET HAYCOCK

HELEN CATHERINE STEWARD Appointed: 2015

JAMES TATE-SMITH Appointed: 2023

JENNIFER WATSON Appointed: 2015

KAREN ANNE SHACKLETON Appointed: 2012

MS ROS LILLEY Appointed: 2012

STEPHEN PARKES Appointed: 2019

JEFFREY JOHN DAVITT Appointed: 2014, Other trusteeship: YORKSHIRE REWILDING NETWORK,

PETER BOYD RILEY, Other trusteeship: OTLEY WETLAND NATURE RESERVE TRUST,

Legal constitution

Charity registered in England & Wales on 23/11/1979, number: 509241

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 19 days late, AR20: 122 days late,

Main office

Hillside
Moor Road
Burley Woodhead
ILKLEY
LS29 7AS

Objectives

I) TO PROMOTE AND FOSTER THE STUDY OF ALL BRANCHES OF NATURAL HISTORY ( BY OBSERVATION, RESEARCH AND RECORD-KEEPING) AND THEREBY TO ADD TO THE EXISTING KNOWLEDGE OF THESE SCIENCES IN THE WORLD AT LARGE AND IN WHARFEDALE IN PARTICULAR;II) TO PROMOTE THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT.FOR THE PURPOSES OF THESE OBJECTS WHARFEDALE IS DEFINED AS ALL THE CATCHMENT OF THE RIVER WHARFE ABOVE THE 430KM EASTING GRID LINE NEAR ROUGEMONT CARR IN WEETON CIVIL PARISH NEAR HARROGATE, NORTH YORKSHIRE

Defined Area of Benefit:

WHARFEDALE AND ELSEWHERE

Data Sources