Finance Score: 0

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2

No supporters identified

Overall GiG Score: 0

THE WELSH WATER ELAN TRUST

Administration of 47000 acre estate including provision of 28 tenanted agricultural holdings,in hand farming operation as part of conservation and public access remit.Also provides holiday cottages,education and information, 38 tenanted houses and conserves environment and safeguards water catchment which provides water supply to large parts of English Midlands

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 income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £14,217,470 available, equivalent to 90 months of spending and so may not be able to utilise additional funding

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	£1,919	£1,892	£27	£0	£14,835	£14,217	90.2	37	20
31/03/22	£2,216	£1,681	£535	£0	£15,008	£14,337	102.3	37	20
31/03/21	£1,947	£1,496	£451	£0	£13,424	£13,040	104.6	32	25
31/03/20	£1,845	£1,345	£500	£0	£11,263	£10,879	97	25	25
31/03/19	£1,610	£1,143	£468	£0	£10,790	£10,501	110.3	17	25
31/03/18	£1,294	£854	£440	£0	£9,596	£9,338	131.3	10	0
31/03/17	£1,359	£854	£505	£0	£8,860	£8,581	120.6	9	0
31/03/16	£1,340	£793	£547	£0	£7,805	£7,500	113.4	8	0
31/03/15	£1,178	£732	£446	£33	£7,411	£7,189	117.9	6	0
31/03/14	£1,015	£655	£360	£32	£6,709	£6,511	119.3	6	0
31/03/13	£1,009	£695	£314	£26	£6,134	£5,924	102.3	6	0
31/03/12	£1,041	£573	£468	£26	£5,533	£5,313	111.2	6	0
31/03/11	£989	£595	£395	£23	£5,076	£4,845	97.8	5	0
31/03/10	£942	£608	£334	£21	£4,599	£4,357	86	6	0
31/03/09	£911	£640	£272	£23	£3,934	£3,681	69	5	0
31/03/08	£873	£586	£287	£22	£4,010	£3,746	76.8	5	0
31/03/07	£823	£594	£229	£19	£3,900	£3,625	73.2	2	0
31/03/06	£740	£512	£228	£0	£0	£0	n/a	0	0
31/03/05	£676	£473	£203	£0	£0	£0	n/a	0	0
31/03/04	£637	£435	£202	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 90.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Established: 33 years

elanvalley.org.uk

info@elanvalleytrust.org

01597810449

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Ceredigion, Powys,

Who it helps

The General Public/Mankind

Who works here?

37 employees
20 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 Elan Valley Trust
£1,713,300	27/10/2015	Elan Links - People, Nature & Water

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

Elan Valley Limited

Legal constitution

Charity registered in England & Wales on 20/12/1990, number: 1001347

Gift Aid

NOT 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
Investment
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; all on time

Main office

Elan Valley Trust
Elan Estate Office
Elan Valley
Elan Village
RHAYADER
LD6 5HP

Objectives

1.THE PRESERVATION MAINTENANCE AND ENHANCEMENT FOR THE BENEFIT OF THE PUBLIC OF THE AREA OF GREAT NATURAL BEAUTY COMPRISING THE ELAN VALLEY AND ITS NATURAL ASPECT AND FEATURES (AND ITS ANIMAL AND PLANT LIFE). 2. THE FACILITATION AND ENCOURAGEMENT OF ACCESS TO AND THE STUDY OF THE ELAN VALLEY (AND ITS ANIMAL AND PLANT LIFE) BY THE GENERAL PUBLIC. 3.THE PROVISION AT THE ELAN VALLEY OR SUCH PART OF IT AS SHALL BE APPROPRIATE IN THE INTERESTS OF SOCIAL WELFARE AND FOR THE PURPOSE OF IMPROVING THE CONDITIONS OF LIFE FOR THE PERSONS FOR WHOM THE SAME ARE INTENDED OF FACILITIES FOR PHYSICAL RECREATION WHICH SHALL BE AVAILABLE TO MEMBERS OF THE PUBLIC AT LARGE.4.THE FACILITATION AND ENCOURAGEMENT OF THE USE OF THE WHOLE OR PART OF THE ELAN VALLEY FOR CHARITABLE PURPOSES.

Defined Area of Benefit:

ELAN VALLEY IN THE COUNTIES OF DYFED AND POWYS

Data Sources