Finance Score: 5

Governance Score: 6

Support Score: 2

Liabilities <10%: +3
Strong growth: +2

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +2

Overall GiG Score: 13

MONTGOMERYSHIRE WILDLIFE TRUST LIMITED

Since 1982, the Montgomeryshire Wildlife Trust has been the leading voluntary organisation promoting wildlife conservation in Montgomeryshire.The Trust currently manages and cares for 19 Nature Reserves within the county, totalling some 500ha in area. These reserves are a showcase of some of Montgomeryshire's finest remnants of prime wildlife habitat.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
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
The Board appears to be well diversified in terms of age and dynamic in terms of composition
This charity is based in an area of high deprivation

Established: 42 years

www.montwt.co.uk

info@montwt.co.uk

01938555654

Charity Commission for England and Wales

Tweets

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		£1,662	£1,055	£608	£0	£3,501	£734	8.4	29	200
31/03/22		£1,210	£1,018	£192	£0	£2,894	£753	8.9	26	300
31/03/21		£867	£595	£272	£0	£2,686	£742	15	20	300
31/03/20		£1,370	£589	£781	£0	£2,411	£645	13.1	13	400
31/03/19		£593	£542	£51	£0	£1,632	£603	13.3	13	400
31/03/18		£529	£559	£-30	£0	£1,581	£619	13.3	14	0
31/03/17		£506	£487	£20	£0	£1,612	£510	12.6	15	0
31/03/16		£560	£545	£15	£0	£1,596	£490	10.8	13	0
31/03/15		£642	£498	£144	£5	£1,578	£469	11.3	10	0
31/03/14		£1,223	£576	£647	£5	£1,434	£421	8.8	10	0
31/03/13		£750	£618	£131	£9	£787	£464	9	10	0
31/03/12		£596	£581	£15	£7	£656	£502	10.4	13	0
31/03/11	*	£376	£349	£27	£0	£0	£0	n/a	0	0
31/03/10	*	£396	£479	£-83	£0	£0	£0	n/a	0	0
31/03/09		£293	£377	£-84	£0	£0	£0	n/a	0	0
31/03/08		£302	£417	£-115	£0	£0	£0	n/a	0	0
31/03/07	*	£264	£331	£-67	£0	£0	£0	n/a	0	0
31/03/06		£264	£331	£-67	£0	£0	£0	n/a	0	0
31/03/05		£332	£408	£-76	£0	£0	£0	n/a	0	0
31/03/04		£232	£328	£-96	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 21%
Reserves/Spending: 8.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6.4

Asset Split ?

Listed activities

Animals
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Powys,

This charity is based in an area of high deprivation

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

29 employees
200 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 Montgomeryshire Wildlife Trust
£629,600	06/06/2018	Dyfi Wildlife Centre: A Community Project
Department for Work and Pensions - FSF Partnership and Community Budget - North and Mid Wales
£6,610	01/04/2018	To move claimants either into work or closer to work.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-75

ANN BITCON Appointed: 2013, Occupation: Chartered Accountant

DR TIMOTHY JOHN MCVEY Appointed: 2017, Occupation: Retired Gp

JANE MARY STORKEY Appointed: 2023, Occupation: Retired

JILL ROBINSON Appointed: 2018, Occupation: Retired

NICHOLAS JULIAN BURTON Appointed: 2023, Occupation: Retired

NICOLA SUZANNE BERRY Appointed: 2024, Occupation: Lawyer

PATRICIA CLARE BOYES Appointed: 2019, Occupation: Retired

SARAH JEAN EVANS Appointed: 2021, Occupation: Quality Systems Manager

SIAN ELIZABETH DORWARD Appointed: 2022, Occupation: Charity Manager

SUSAN TERESE MORLEY Appointed: 2022, Occupation: Information Officer, Other trusteeship: CAE POST LIMITED,

TIMOTHY MICHAEL WARD Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 01/03/1982, number: 512390
Registered at Companies House on 08/02/1982, number: 01612249

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
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; AR11: 17 days late, AR10: 59 days late, AR07: 19 days late,

Main office

Park Lane House
High Street
Welshpool
Powys
SY21 7JP

Objectives

TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY PROMOTING BIOLOGICAL DIVERSITY IN PARTICULAR BY:A) PROMOTING THE CONSERVATION OF WILDLIFE SPECIES AND THEIR HABITATS;B) ESTABLISHING, OWNING, LEASING, MAINTAINING, AND MANAGING NATURE RESERVES AND OTHER WILDLIFE HABITATS IN ORDER TO SAFEGUARD WILD CREATURES OF ANY DESCRIPTION LIVING THEREIN;C) STUDYING AND PRESERVING PLACES OF ECOLOGICAL INTEREST;D) PROMOTING PUBLIC UNDERSTANDING AND SUPPORT OF AND INVOLVEMENT WITH THE NATURAL WORLD BY ENGAGEMENT WITH COMMUNITY ORGANISATIONS AND EDUCATIONAL ESTABLISHMENTS;E) ADVANCING KNOWLEDGE IN THESE FIELDS BY RESEARCH, RECORDING AND HOWSOEVER OTHERWISE.

Defined Area of Benefit:

NOT DEFINED

Data Sources